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Investment Analysis News 7 November 2025 - 10 November 2025

Palantir (PLTR) Jumps as Burry–Karp Spat Heats Up: Fresh Q3 Numbers, Lofty Valuation, and the Bull‑vs‑Bear Case — Nov. 10, 2025

Palantir (PLTR) Jumps as Burry–Karp Spat Heats Up: Fresh Q3 Numbers, Lofty Valuation, and the Bull‑vs‑Bear Case — Nov. 10, 2025

Palantir stock is trading higher today after a bruising post‑earnings pullback last week, even as Wall Street remains sharply divided over the AI contractor’s sky‑high valuation. What’s new today (Nov. 10) Q3 by the numbers: acceleration across the board Palantir’s Q3 revenue rose 63% year over year to $1.18B, with U.S. commercial revenue up 121% to $397M and U.S. government revenue up 52% to $486M—a mix shift the company says is being propelled by its AI Platform (AIP). Slides also highlight a Rule‑of‑40 score of 114% and U.S. commercial total contract value (TCV) of $1.3B, +342% y/y. investors.palantir.com+3Reuters+3investors.palantir.com+3 Guidance: Management
10 November 2025
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Conduent Stock Plunges 24% After Q3 Miss and Revenue Guidance Cut—Analysts Still See Upside (Nov. 10, 2025)

Conduent Stock Plunges 24% After Q3 Miss and Revenue Guidance Cut—Analysts Still See Upside (Nov. 10, 2025)

Conduent (CNDT) shares are in focus after a brutal post‑earnings slide. Coverage today highlights a roughly 24–25% drop tied to a weaker‑than‑expected Q3 and a cut to full‑year 2025 revenue guidance, deepening investor concerns about the turnaround. Yahoo Finance Key takeaways at a glance What happened: Q3 in detail Conduent’s third‑quarter 2025 print fell short of Street expectations and showed continued year‑over‑year revenue pressure: These figures come directly from the company’s Q3 release. Conduent+1 Why the guidance cut matters Management’s FY 2025 outlook now points to $3.05B–$3.10B in adjusted revenue and 5.0%–5.5% adjusted EBITDA margins—signaling a slower growth trajectory and
10 November 2025
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Pagaya Technologies (PGY) posts record Q3 2025, raises full‑year guidance to $1.30–$1.325B; shares climb in early trade — Nov. 10, 2025

Pagaya Technologies (PGY) posts record Q3 2025, raises full‑year guidance to $1.30–$1.325B; shares climb in early trade — Nov. 10, 2025

Pagaya Technologies Ltd. reported record third‑quarter results and lifted its 2025 outlook before today’s earnings call, citing broad‑based growth across personal loans, auto, and point‑of‑sale financing. The company also outlined a stronger funding posture heading into year‑end. Business Wire Key numbers (Q3 2025) A detailed 8‑K filed today adds the unaudited P&L, including $80.0M in GAAP operating income for Q3 and line‑item breakdowns. SEC Guidance raised; Q4 outlook set What’s driving the upgrade Management highlighted a mix of volume growth and improved unit economics, particularly in Auto and Point‑of‑Sale (POS), alongside operating leverage as FRLPC scales faster than volume. The
10 November 2025
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Beyond Meat (BYND) Today: Q3 2025 Results Expected, SEC Filing Delay Lingers After ‘Material Weakness’ Warning (Nov. 10, 2025)

Beyond Meat (BYND) Today: Q3 2025 Results Expected, SEC Filing Delay Lingers After ‘Material Weakness’ Warning (Nov. 10, 2025)

Beyond Meat is slated to report Q3 2025 results today while its 10‑Q filing slips after a “material weakness” disclosure. Here’s what to watch in BYND stock. What happened today Beyond Meat says the Q3 earnings release is slated for Monday, Nov. 10—one day earlier than previously indicated—with the earnings call still scheduled for Tuesday, Nov. 11 at 5:00 p.m. ET. Management cited the U.S. Veterans Day holiday (SEC closed) for the date shuffle. Nasdaq Separately, the formal 10‑Q is running late. On Nov. 7, Beyond Meat filed a Form NT 10‑Q and disclosed it expects to report a “material
10 November 2025
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Block, Inc. (XYZ) news today: Shares slide post‑earnings as Square profitability lags; Cash App strength, new product “Releases,” and Investor Day in focus (Nov 9, 2025)

Block, Inc. (XYZ) news today: Shares slide post‑earnings as Square profitability lags; Cash App strength, new product “Releases,” and Investor Day in focus (Nov 9, 2025)

Block, Inc. (XYZ) fell sharply after Q3 2025 results as Square’s profit growth trailed payment volumes, even as Cash App surged. Here are today’s headlines, the key numbers, and what to watch this week—including Cash App Releases on Nov. 13 and Investor Day on Nov. 19. Key takeaways Editor’s note: Some syndications and press wires list Block’s ticker as “XYZ.” Block commonly trades on the NYSE under SQ; the company name is Block, Inc. The coverage and figures below refer to Block’s latest filings and investor materials. What happened—and why the stock fell Block posted solid top‑line quality in Q3,
9 November 2025
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AMD Stock Skyrockets on AI Mega-Deals & Quantum Breakthrough – Is $300 Next?

AMD Stock Today (Nov 7, 2025): Shares Close at $233.54 After Thursday’s Rout; CICC Upgrade, Heavy Options Activity, and Analyst Day Looming

Ticker: NASDAQ: AMD | Category: Market News & Analysis | Date: November 7, 2025 Key takeaways AMD share price: what changed on Nov. 6–7, 2025 Friday, Nov. 7: AMD finished at $233.54 (–1.75%), bouncing intraday from a sharp morning dip to as low as $224.64. Volume remained heavy at ~52.0M shares, consistent with risk‑off positioning and brisk options flow (see below). Yahoo Finance+1 Thursday, Nov. 6: The stock fell 7.27% to $237.70 as AI‑exposed tech led U.S. equity declines; the Nasdaq slid ~1.9% and a global risk‑off tone weighed on semiconductors. Reuters noted semis underperformed during the session. Investing.com+2Barron’s+2 Fresh
8 November 2025
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Nvidia (NVDA) vs. Apple (AAPL) in 2025: YTD Performance, Market‑Cap Race, AI Catalysts, Valuations, and What to Watch Next (through Nov 7, 2025)

Nvidia (NVDA) vs. Apple (AAPL) in 2025: YTD Performance, Market‑Cap Race, AI Catalysts, Valuations, and What to Watch Next (through Nov 7, 2025)

Updated: November 7, 2025 — Tickers: NVDA, AAPL TL;DR (for Google Discover readers) 2025 Scoreboard: Returns and Market Caps (YTD to Nov 7) Nvidia in 2025: AI Infrastructure Still in the Driver’s Seat Another record quarter. For Q2 FY2026 (reported Aug 27), Nvidia posted $46.7B revenue (+56% YoY) and $41.1B from data centers, with Blackwell data‑center revenue rising 17% sequentially. CFO commentary noted no H20 sales to China that quarter and a one‑time $180M inventory release. NVIDIA Newsroom New “AI factory” wins. Nvidia announced a €1B partnership with Deutsche Telekom to launch an Industrial AI Cloud in Munich (targeting early
7 November 2025
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Adobe Stock Tanks Near 52-Week Low – Is AI to Blame?

Adobe Stock Today, Nov. 7, 2025: ADBE Scrapes Fresh 52‑Week Lows Around $323 as Investors Eye December Earnings

Published: Nov. 7, 2025 Summary Live look: ADBE price and range today As of 20:15 UTC (3:15 p.m. ET), Adobe shares were quoted near $325.5, off modestly on the day after touching an intraday low around $323.10—a level that marks the lower bound of the stock’s 52‑week range. Intraday high printed $330.72.For perspective, the 52‑week range sits at roughly $323.03–$557.90. That top end was set late last year; the lower bound is being re‑defined in today’s session. Reuters Yesterday, the stock closed at $327.35, lagging large‑cap tech peers during a risk‑off session—setting up today’s slide toward new lows. MarketWatch What’s
7 November 2025
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Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Comcast (CMCSA) Stock Today — Nov. 7, 2025: Sky–ITV Talks and a Potential WBD Bid Put M&A in Focus as Shares Hover Near $27

Published: November 7, 2025 Key takeaways Comcast stock price snapshot (Nov. 7, 2025) Comcast Corporation (NASDAQ: CMCSA) traded modestly lower today, holding near the $27 handle. As of 19:33 UTC (2:33 p.m. ET), the stock printed $27.28 after opening at $27.56, with volume around 20.9 million shares. Intraday, CMCSA ranged $27.02–$27.77, reflecting an active tape as investors reacted to fresh M&A headlines. For reference, CMCSA finished Thursday at $27.31, setting the baseline for today’s moves. MarketWatch What’s moving CMCSA today: two deal headlines 1) Sky–ITV talks in the U.K. ITV confirmed it is in preliminary discussions to sell its free‑to‑air
7 November 2025
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Verizon Stock Takes a Hit: Analyst Downgrade and CEO Shake-Up Rattle Investors

Verizon Stock Today (Nov. 7, 2025): VZ Hovers Near $40 As AWS Fiber Push Gains Steam; New Corporate Affairs Chief Named

Ticker: NYSE: VZ — Updated Friday, November 7, 2025 (19:23 UTC) Verizon Communications (VZ) traded steady on Friday as the market digested fresh details on its expanded fiber partnership with Amazon Web Services and a same‑day leadership appointment that underscores the company’s messaging and policy posture heading into year‑end. As of 19:23 UTC, VZ changed hands at $39.89, up a hair on the session, with an intraday range of $39.67–$40.32. Volume topped 17.0 million shares by that timestamp. Key takeaways What moved Verizon stock today 1) A leadership hire aligned with the Schulman reset (dated Nov. 7)Verizon announced that Franz
7 November 2025
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Novo Nordisk (NVO) Stock Tanks as Weight-Loss Empire Faces Boardroom Coup and Fierce Rivalry

Novo Nordisk Stock Today (Nov 7, 2025): NVO Slips as U.S. Wegovy/Ozempic Price Cuts Take Center Stage; Medicare Coverage, FTC Scrutiny and Metsera Bid in Focus

Summary: Novo Nordisk’s U.S.-listed shares (NYSE: NVO) traded lower on Friday after the company and Eli Lilly agreed to cut U.S. prices on GLP‑1 medicines to expand access, including under Medicare. The deal introduces near‑term revenue pressure but could lift volumes over time. Investors are also watching a court decision that favored Novo in its bid for obesity biotech Metsera and closely reading this week’s Q3 update and guidance cut. Investopedia+3Reuters+3Novo Nordisk+3 At a Glance — What’s moving NVO on Nov 7, 2025 Market Action Today (Nov 7) By late morning U.S. time, NVO changed hands near $45.42, down ~2.3%
7 November 2025
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Nvidia’s Record $5 Trillion Surge: AI Mega-Deals Propel NVDA Stock – Is $300 Next?

Nvidia Stock Today (Nov. 7, 2025): Shares Under Pressure as CEO Rules Out China Blackwell Sales; Focus Shifts to Nov. 19 Earnings

Nvidia (NASDAQ: NVDA) spent Friday in the red as fresh headlines around China export restrictions collided with a risk‑off mood in tech. At 1:44 p.m. ET (18:44 UTC), NVDA traded around $184.77, after swinging between $179.05 and $189.46 intraday on heavy volume. Key takeaways How NVDA is trading today What’s driving the move 1) China remains closed for Blackwell—for now Speaking in Asia, CEO Jensen Huang said Nvidia isn’t in talks to ship Blackwell parts to China and reiterated that the company has no market share in China’s advanced AI datacenter compute, given U.S. restrictions and China’s own policy direction.
7 November 2025
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