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Investor Insights News 29 September 2025 - 24 November 2025

Constellation Energy (CEG) Stock Today, November 23, 2025: $1 Billion DOE Loan, AI Data Center Demand and What It Means for Investors

Constellation Energy (CEG) Stock Today, November 23, 2025: $1 Billion DOE Loan, AI Data Center Demand and What It Means for Investors

Key takeaways All figures and commentary are as of Sunday, November 23, 2025. U.S. markets are closed today; prices refer to Friday’s close unless otherwise noted. 1. Constellation Energy stock on November 23, 2025 With markets closed for the weekend, Constellation Energy’s latest trading snapshot comes from Friday, November 21: From a bigger-picture perspective: On valuation alone, CEG is clearly priced more like a high‑growth AI infrastructure name than a traditional utility. The question for investors is whether the growth story—AI data centers, nuclear restarts, and the Calpine acquisition—can keep justifying that premium. 2. What’s new today: November 23, 2025
24 November 2025
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Veeva Systems (VEEV) Stock Slides After Strong Q3 Earnings and Guidance Raise – What’s Really Spooking Investors on 21 November 2025

Veeva Systems (VEEV) Stock Slides After Strong Q3 Earnings and Guidance Raise – What’s Really Spooking Investors on 21 November 2025

Veeva Systems Inc. (NYSE: VEEV) just delivered another quarter of double‑digit growth and raised its full‑year outlook — yet the stock is tumbling on Friday, 21 November 2025, as Wall Street zeroes in on customer churn in its flagship CRM business and a flurry of mixed analyst reactions. ir.veeva.com+2RTTNews+2 Below is a full breakdown of today’s key developments, why VEEV is under pressure despite impressive fundamentals, and what investors will be watching next. Key takeaways for 21 November 2025 Q3 FY26: Another strong quarter for Veeva Systems Veeva’s fiscal third quarter (ended 31 October 2025) delivered the kind of numbers
21 November 2025
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Microsoft (MSFT) Stock Outlook (Nov 2025): AI-Powered Growth, Strong Earnings, and 2026 Forecast

Microsoft (MSFT) Stock: What to Know Before the Market Opens Today, November 19, 2025

Microsoft shares head into Wednesday’s U.S. session at the heart of the global “AI trade” – and right now, that trade is under pressure. In just the last 24 hours, the stock has been hit by a high‑profile analyst downgrade, a massive new AI partnership with Anthropic, fresh EU regulatory scrutiny of Azure, and a flood of product news from the Ignite 2025 conference.Microsoft+4TechStock²+4Reuters+4 Here’s a clear, news‑driven rundown of what matters for MSFT before the opening bell on November 19, 2025. 1. Microsoft stock today: price action and pre‑market snapshot Where MSFT closed on Tuesday (Nov. 18, 2025) The
19 November 2025
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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, after opening near $343 and moving between an intraday low near $336 and a high around $346. The move fits into a wider pullback in AI‑linked tech names as investors reassess how much they’re willing to pay for future growth.
18 November 2025
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XRP Pops as DTCC Lists Five Spot ETFs—But Bearish Signals Linger: Whales Return, Volatility Rises (Nov. 10, 2025)

XRP Price Today, November 17, 2025: XRP Holds Around $2.27 as ETF Inflows and Whale Activity Battle Market Panic

As crypto markets reel from a sharp risk-off move, XRP is managing to hold key support levels while traders digest a wave of ETF headlines, whale activity spikes, and fresh on-chain data. As of Monday, 17 November 2025, XRP is trading around $2.27, almost flat on the day, with a 24‑hour move of roughly +0.04%. The token has traded in a daily range between about $2.16 and $2.28, giving it a market capitalization near $136.7 billion and keeping it ranked #4 among cryptocurrencies by market cap. CoinMarketCap At the same time, XRP is still down roughly 8–9% over the past
17 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: firms like Price T Rowe, Vanguard, Baillie Gifford, Invesco and Nuveen have also been increasing or initiating positions, helping push institutional ownership to roughly 42% of shares outstanding. MarketBeat For traders watching flows, today’s filings support the narrative that “smart
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 near‑term top line Street context: Ahead of today’s report, consensus centered on $312M revenue and $0.88 EPS for Q3; the company cleared both. The Q4 guide landed below some models—one widely‑cited figure was ~$333–$334M—which helped explain the initial stock downdraft
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 What changed since last night The after‑hours dip on Thursday came even as results cleared consensus on the top line (several trackers had modeled about $719–720 million). Pre‑market action Friday was choppy as investors digested both the beat and a
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-Octoberprnewswire.com. 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 keep executing the company’s plansprnewswire.comreuters.com. The leadership news coincided with a positive earnings update: BD reported that Q4 sales hit $5.89 billion (a +8.3% increase)finimize.com and full-year revenue about $21.8 billion. On a constant-currency, organic basis growth was more modest (~4% for Q4),
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.com (up ~14.9% on 9/26, trading ~25% above pre-announcement levels) economictimes.indiatimes.com. – Market Cap: ~$48.4 billion (250.21 M shares outstanding) reuters.com. – 52-Week Range: $115.21 – $197.33 reuters.com. – P/E (ttm): ~48.5; Forward P/E:~23.4 reuters.com. – Dividend Yield: 0.39% reuters.com. – Consensus Rating: Moderate Buy (consensus score 2.43/3.0; 12 Buy, 15 Hold, 0 Sell reuters.com marketbeat.com). – CEO: Andrew Wilson (also Chairman) reuters.com; CFO: Stuart Canfield reuters.com. – Major Franchises: EA SPORTS FC (soccer), Madden NFL, Battlefield, Apex Legends, The Sims, F1, etc. reuters.com. – Recent Headline: Agreed to a $55 billion takeover (to go private) at $210/share ir.ea.com reuters.com, pending regulatory approval. Stock Performance & Trends EA shares have surged dramatically in
29 September 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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