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Investor Insights News 29 September 2025 - 18 November 2025

Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Broadcom (AVGO) Stock on November 18, 2025: Price Action, NEC Cloud Deal, Fidelity Lawsuit and What It All Means for Investors

New York – November 18, 2025 — Broadcom Inc. (NASDAQ: AVGO) is back in the spotlight today as its share price comes under pressure alongside a broader tech sell-off, even while fresh news on cloud partnerships and lingering legal risk keep the story very active. As of this afternoon, Broadcom stock is trading around $337 per share, down roughly 1.5% on the day,…
18 November 2025
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AppLovin (APP) News Today, 16 November 2025: Big Money Buys the Dip as AI Ad Giant Faces Scrutiny

AppLovin (APP) News Today, 16 November 2025: Big Money Buys the Dip as AI Ad Giant Faces Scrutiny

Below is a closer look at what moved the story today, and how it fits into the bigger picture for AppLovin (NASDAQ: APP). 1. What’s new on 16 November 2025? Institutional investors keep buying APP Two fresh 13F‑style disclosures published today highlight that large investors are still comfortable owning AppLovin despite recent volatility: Both reports sit within a broader pattern:…
16 November 2025
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Monday.com (MNDY) Q3 2025 Earnings: Revenue Jumps 26% to $316.9M, EPS $1.16; Stock Whipsaws on Softer Q4 Outlook

Monday.com (MNDY) Q3 2025 Earnings: Revenue Jumps 26% to $316.9M, EPS $1.16; Stock Whipsaws on Softer Q4 Outlook

By the numbers: Q3 FY2025 (ended Sept. 30) Customer & demand metrics Product & platform updates driving the beat Why it matters: A broader product suite and upmarket wins can deepen wallet share and reduce churn, while higher RPO and retention suggest durable demand even as the company calibrates growth versus margins. Business Wire Guidance: Strong growth with a cautious…
10 November 2025
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The Trade Desk (TTD) Q3 2025: Earnings Beat, $500M Buyback, and a Flurry of New Price Targets — What Investors Need to Know (Nov. 7, 2025)

The Trade Desk (TTD) Q3 2025: Earnings Beat, $500M Buyback, and a Flurry of New Price Targets — What Investors Need to Know (Nov. 7, 2025)

Shares of The Trade Desk (NASDAQ: TTD) were volatile early Friday after the ad‑tech platform reported a solid third quarter, added $500 million to its share repurchase authorization, and issued upbeat holiday‑quarter guidance. As of 13:55 UTC Friday, TTD traded around $45.90 (about –3.8% vs. Thursday’s close), extending a modest –3.77% after‑hours slip following the release. MLQ AI Key takeaways…
7 November 2025
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Shocking CFO Departure Sends BDX Stock Tumbling — But Growth Remains Strong

Shocking CFO Departure Sends BDX Stock Tumbling — But Growth Remains Strong

Leadership Change and Growth: BD’s CFO Chris DelOrefice surprised the market by resigning in mid-October Prnewswire. According to the official release, DelOrefice is pursuing an outside opportunity, and Roque will cover the CFO role through the transition. Polen emphasized DelOrefice’s contributions to BD’s strategic overhaul and said Roque — a 20-year finance veteran at BD — is “well positioned” to…
16 October 2025
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Electronic Arts Stock Skyrockets on $50 Billion Buyout Rumors – Latest Price & Outlook (Sept 2025)

EA’s Stock Skyrockets 25% After Surprise $55B Buyout – What It Means for Investors

Key Facts (as of Sep 29, 2025): – Ticker: EA (Nasdaq). – Price: ~$193.35 (Prev. close) Reuters (up ~14.9% on 9/26, trading ~25% above pre-announcement levels) Indiatimes. – Market Cap: ~$48.4 billion (250.21 M shares outstanding) Reuters. – 52-Week Range: $115.21 – $197.33 Reuters. – P/E (ttm): ~48.5; Forward P/E:~23.4 Reuters. – Dividend Yield: 0.39% Reuters. – Consensus Rating: Moderate Buy (consensus score 2.43/3.0; 12 Buy, 15 Hold, 0 Sell Reuters Marketbeat). – CEO: Andrew Wilson (also Chairman) Reuters; CFO: Stuart…
29 September 2025
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Stock Market Today

  • Consolidated Edison Ownership Dominated by Institutions at 72%
    January 29, 2026, 7:02 AM EST. Consolidated Edison, Inc. (NYSE:ED) is largely controlled by institutional investors, owning 72% of shares. The top 25 shareholders hold 50% of the company, with Vanguard Group as the largest at 13%. This significant stake suggests institutional confidence but also vulnerability; coordinated trading by these investors could sharply affect the stock price. Institutional holdings often influence company decisions, indicating the board will likely heed their preferences. Despite wide share distribution, no single dominant shareholder emerges. Monitoring these ownership patterns alongside earnings and analyst forecasts provides insight into Consolidated Edison's market outlook and potential stock performance.
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