Stock Market Today 03.11.2025

Denny's (DENN) Q3 Revenue Miss; PE Buyout Triggers 46.5% Stock Rally

November 3, 2025, 11:56 PM EST. Denny's (DENN) reported a Q3 revenue miss of $113.2 million, vs. $117 million expected, and a GAAP EPS miss of $0.01, down 90% from consensus. The company is being taken private in a $620 million deal by TriArtisan Capital Advisors, Treville Capital, and Yadav Enterprises, with shareholders receiving $6.25 per share in cash – a 52% premium to Monday's close. Key metrics: 1,459 locations (down from 1,586), same-store sales -2.9%, and adjusted EBITDA $19.32 million vs. $20.17 million estimates. Operating margin slipped to 9.2%. Despite near-term softness, sell-side guidance points to about 7.7% revenue growth over the next year. The buyout signals a strategic pivot amid a choppy dining backdrop.

Netflix's 10-for-1 Stock Split Could Drive Further Upside After 103,000% Run

November 3, 2025, 11:54 PM EST. While a stock split doesn't change fundamentals, it signals management's confidence that shares can climb higher. Netflix recently approved a 10-for-1 stock split, set to take effect mid-November. Historically, split stocks post stronger returns: Bank of America analysts note the average rise is about 25% over the next year, versus the S&P 500's ~12%. Netflix has already surged more than 103,000% since its IPO, and the split brings the stock into a more normal price range while the company grows revenue via premium subscriptions and an expanding advertising business. Management bets content, live sports, and price increases will drive cash flow and further upside. The stock's trajectory remains a focal point for investors hoping for further gains.

Pine Labs IPO: CEO Says Growth and Credibility, Not Investor Pressure

November 3, 2025, 11:46 PM EST. Pine Labs aims to broaden its international presence, stating the IPO is about growth and credibility, not investor pressure. CEO B Amrish Rau says going public can unlock value and build investor confidence in a supportive public markets ecosystem. The issue is ₹3,900 crore with an implied ₹25,377 crore (~$2.9B) valuation, well below the last funding round's $5B value. It includes ₹2,080 crore of fresh issue and ₹1,820 crore OFS by shareholders like PayPal, Mastercard, Peak XV, and Temasek. Price band is Rs 221; bids open Nov 7. Rau notes the board and investors chose to sell less. Since 1998, Pine Labs has evolved from card payments to UPI and online payments, reflecting a positive ecosystem for new-age IPOs.

Thai Stock Market May Snap Losing Streak On Tuesday

November 3, 2025, 11:44 PM EST. Thai stocks closed barely lower as the SET slipped to 1,308.86, down 0.05% in a three-session losing streak. The session saw broad weakness across food, consumer, industrial, property, resource and service names, with volume around 5.7 billion shares. The market faces a murky external backdrop as European and U.S. stocks were mixed. On Wall Street, Nasdaq rose helped by a surge in Amazon after its OpenAI deal, while the Dow eased on pressure from MRK, NKE and MMM. Oil edged higher after OPEC paused production hikes for Q1 2026. Traders will watch if external cues allow the SET to snap its losing streak on Tuesday.

Brookfield Unit Hires Banks for Potential Brazil IPO

November 3, 2025, 11:40 PM EST. Brookfield unit has hired investment banks to explore a potential Brazil IPO, signaling a strategic push into Latin America's equity markets. The process, in early stages, aims to unlock value and raise capital for expansion in assets under management and infrastructure. If pursued, a Brazil listing could diversify Brookfield's portfolio, attract domestic pension funds and international investors, and boost exposure to renewables and infrastructure growth. Executives will conduct due diligence, assess regulatory hurdles, and outline timing as they weigh market conditions for a potential IPO in the near term.

Palantir Q3 Beats Estimates as EPS, Revenue Top Forecast; Raises Full-Year Outlook

November 3, 2025, 11:38 PM EST. Palantir (PLTR) posted Q3 results that beat estimates on both the top and bottom lines. Adjusted earnings per share came in at $0.21, above a Bloomberg consensus of $0.17. Revenue reached $1.18 billion, topping the $1.09 billion estimate. The company also guided higher for full-year revenue and signaled a stronger Q4 outlook. Market watchers will weigh whether the beat can sustain momentum as investors parse the updated guidance.

US stocks mixed as Nasdaq and S&P gain while Dow slips; Apple, Nvidia, and Tesla drive AI rally

November 3, 2025, 11:32 PM EST. Stocks closed mixed as AI momentum kept tech in focus. The Nasdaq rose 0.46% to 23,834.72 and the S&P 500 edged up 0.17% to 6,851.97, while the Dow fell 226 points (-0.48%) to 47,336.68. The rally was led by AI-related names after Amazon struck a $38 billion partnership with OpenAI, signaling a deeper push into AI infrastructure powered by Nvidia GPUs. Micron gained, Nvidia rose modestly, and the SMH climbed as chipmakers benefited. The day showed narrow leadership, with more than 300 S&P components in the red even as the AI crowd led. Earnings remained solid, with more than 80% of reported firms beating estimates. Investors watched Fed policy signals and easing US-China tensions as October gains built.

Indian stock market: 8 key overnight changes-Gift Nifty, Amazon-OpenAI deal, US PMI

November 3, 2025, 11:30 PM EST. Sensex and Nifty 50 are seen opening tepid after mixed global cues. Asian markets were lower while Wall Street closed mixed, with techs lifting the Nasdaq and S&P 500. Gift Nifty points to a negative start for Indian indices. US PMI slipped to 48.7, signaling ongoing weakness but still above expansion. A key theme is the Amazon-OpenAI deal, a $38 billion pact to run AI on AWS, lifting sentiment around AI plays. For India, earnings and trade-deal developments will guide direction, and a selective approach is advised, with a tilt toward large-cap and large mid-cap stocks and moderate exposure amid global uncertainty. Watch sector leadership and results for near-term direction, as Japan's PMI also showed weakness.

Lean Hogs Slip on Monday as Futures Edge Lower

November 3, 2025, 11:28 PM EST. Lean hog futures slipped on Monday, with contracts down 12 to 70 cents at the close. USDA's national base hog price came in at $84.66, up 49 cents from the prior session. The CME Lean Hog Index dropped 34 cents to $91.19. Pork carcass cutout value fell 30 cents to $101.65 per cwt, while the picnic and rib primals were the only gains. USDA estimates federally inspected hog slaughter at 493,000 head for Monday, down versus last week and 4,974 head above the year-ago level. Traders will monitor demand signals and seasonal trends as markets digest the latest USDA and CME data.

Corn Futures Rally on Monday as U.S. Crop Progress Improves and Exports Rise

November 3, 2025, 11:26 PM EST. Corn futures closed higher Monday, with nearby contracts up about 0.5-1 cent. NASS data show the U.S. crop at 95% in the dough stage, 74% dented, and 29% mature, with harvest around 5% complete – pace ahead of normal. The Brugler500 index sits at 364, while conditions slipped to 64% good/excellent. Weekly export inspections reached 836,413 MT, with 468,626 MT in the new marketing year and 367,787 MT shipped late August; Mexico led destinations at 403,551 MT followed by 173,654 MT to Spain, lifting 2023/24 inspections to 52.4 MMT. In Brazil, center-south first-crop planting is 15% complete, behind last year's 17%. Prices printed: Sep 24 corn $3.84 1/4, nearby cash $3.72 3/4, Dec 24 $4.07 1/4, Mar 25 $4.26, and new-crop cash $3.72 3/4.

Cattle Futures Rally as Cattle on Feed Signals Higher Placements

November 3, 2025, 11:24 PM EST. Live cattle futures rallied Monday after Friday's Cattle on Feed report, with August contracts set to expire Friday. Cash trade showed southern cattle at $182-185 and northern at $184-188, while Feeder cattle futures jumped $1.92 to $3.15 on the day. The CME Feeder Cattle Index rose to $242.83. The USDA Cattle on Feed report showed July placements at 1.702 million head, up 5.85% year over year, with marketings at 1.855 million and 7.72% above last year; on-feed inventory was up 0.28% at 11.095 million. Boxed beef was weaker, with Choice at $315.90 and Select at $300.19. The Chc/Select spread narrowed to $15.71. Slaughter was about 116k head, down from the prior week. Nearby closes included Aug 24 Live Cattle ~183.60 and Feeder Cattle ~244.50.

Cotton Futures Rally on Monday as Front-Month Leads Gains

November 3, 2025, 11:22 PM EST. Cotton futures closed higher on Monday, with front-month Mar up 102 points to 68.68, and the May and July contracts also advancing (May 69.82, up 101; Jul 70.85, up 96). The move came as the US dollar weakened and crude oil slipped. Commitments of Traders showed spec funds increasing their net short to 39,682 contracts as of 12/31. The Seam reported 2,677 bales sold online at an average price of 59.86 cents/lb on Jan 3. ICE stocks remained unchanged at 20,113 bales; the Cotlook A Index held at 79.05 cents/lb. The USDA AWP rose 48 points to 55.03 cents. No positions were disclosed by the author.

Wheat Futures Rally as Export Inspections Jump; China Rumors Support Market

November 3, 2025, 11:20 PM EST. Wheat futures closed higher across the board on Monday as the market digests a stronger Export Inspections report and demand chatter. CBT soft red wheat futures were up about 9-10 cents, KC HRW up 7-10 cents, and MPLS spring wheat 4-6 cents higher. The weekly export inspections showed 350,293 MT shipped in the week of 10/30, up 30% from the prior week and 61% from a year ago, led by Mexico, the Philippines, and South Korea. The marketing-year total is about 11.825 MMT, roughly 20% above last year. Bloomberg cites rumors that China may buy US wheat, while SovEcon estimates the Russian 2025/26 crop at 87.8 MMT. Nearby quotes: Dec/Mar CBOT, Dec KCBT, and MGEX futures.

Soybeans Rally into Monday's Close as Front-Month Prices Jump

November 3, 2025, 11:18 PM EST. Soybeans posted 16-21 cent gains in the front-month contracts on Monday, with the Nearby Cash price at $10.56 1/4 and the Nov 25 futures around $11.19 3/4 (up ~20-21 cents). The market tracked 207 deliveries on Friday, lifting the month total toward 884. Export inspections fell to 965,063 MT (35.46 mbu), a drop of 16.8% week-on-week and 58% year over year, with Egypt, Italy and Mexico as the top destinations. Marketing-year shipments total about 7.78 MMT (285.88 mbu), down about 40% vs last year. USDA data arrives next Friday; StoneX pegged the U.S. yield at 53.6 bpa. Brazilian planting progress sits at 47% vs 54% last year.

Market opens mixed as OpenAI-Amazon deal lifts tech; Palantir falls in extended trade

November 3, 2025, 11:16 PM EST. Palantir beat Q3 estimates but its shares fell about 4% in extended trading after guiding for roughly $1.33B in Q4 revenue, above consensus. The big standout is OpenAI signing a $38B deal to run on Amazon Web Services, signaling a diversification away from Microsoft and fueling Amazon stock. Nvidia rose after the U.S. license to export its chips to the UAE, aiding sentiment for AI hardware. In contrast, the broader market was uneven: the S&P 500 and Nasdaq rose on tech strength, while the Dow dipped. European equities faced risks as the rally cooled. Despite tech gains, more than 300 stocks finished lower, underscoring narrow market breadth even as U.S. markets advanced. The OpenAI-Amazon deal could foreshadow shifts in cloud providers.

Animoca Brands Plans Nasdaq Listing Through Reverse Merger with Currenc Group

November 3, 2025, 11:12 PM EST. Animoca Brands, a Hong Kong-based crypto gaming heavyweight, plans a U.S. listing via a reverse merger with Currenc Group. The deal would have Currenc acquire 100% of Animoca, leaving the latter with ~95% of the new public company and targeting a 2026 close subject to approvals. Valued around $6 billion in 2022, Animoca's Web3 portfolio spans crypto gaming, NFTs, and the metaverse, with 628 active investments and holdings in Bitcoin, Ethereum, Solana, and its MOCA token. Currenc would issue new shares to Animoca holders, positioning Animoca as dominant in the merged entity while Currenc winds down its remittance business. A successful deal would underscore growing crypto access to traditional markets.

FuboTV Stock Drops 10% as Q3 Revenue Falls and Cash Burn Worsens

November 3, 2025, 11:10 PM EST. Shares of fuboTV (NYSE:FUBO) slid about 10% in afternoon trading after Q3 results showed a 2.3% year-over-year revenue drop to $377.2 million and a sharp rise in cash burn. The company posted negative free cash flow of $9.41 million, far worse than the prior year's $1.12 million loss, while domestic subscribers grew only modestly. Although adjusted earnings per share came in at $0.02, beating analysts' EPS expectations, investors focused on the weaker top line and the cash burn trajectory. FuboTV remains highly volatile, with a history of double-digit moves, underscoring the market's sensitivity to growth sustainability and profitability. Earlier news on the Disney/Hulu Live TV integration had boosted the stock, but the current fundamentals appear to be driving sentiment.

Genuine Parts (GPC) valuation under review after weakness; fair value suggests undervaluation

November 3, 2025, 11:08 PM EST. Genuine Parts (GPC) has faced about a 12% monthly drop, but a one-year return near 10% keeps longer-horizon investors positive. Our latest take weighs whether recent weakness creates opportunity or reflects tougher fundamentals. Analysts peg fair value at $144.78, roughly 15% above the last close of $123.61, signaling the stock could be undervalued if execution on cost savings and margin expansion proves durable. Key drivers cited include global supply-chain optimization, pricing strategies, and restructuring aimed at over $200 million in annualized savings by 2026. Yet risks loom: inflation in costs, slower international markets, and a rich P/E of 21.3x vs industry average of 18.3x and a fair ratio of 18.5x. The premium embedded in the price raises potential downside if sentiment shifts.

Tuesday's big stock stories: Pfizer, Palantir, Capri Holdings and key moves for tomorrow

November 3, 2025, 11:07 PM EST. Stocks @ Night previews Tuesday's session, flagging Pfizer earnings, Amgen results, and the Palantir post-earnings swing. The Nasdaq 100 and Nasdaq Composite sit higher YTD, with the S&P 500 up mid-teens and Dow rallying too. Sector leaders include Technology (+29.8%) and Communication Services (+25.4%), while Consumer Staples remains the only negative sector in 2025. After-hours action saw Palantir surge before trimming, and Robinhood/Western Digital/Seagate/Micron among top movers YTD. Wolfe Research's tariff tracker suggests roughly 62% of tariffs are being absorbed, with potential margin pressure for furniture and auto retailers. Tomorrow's earnings spotlight falls on Capri Holdings (Versace/Jimmy Choo/MK), with tariff costs rising to about $85 million in fiscal 2026.

Beta Technologies raises over $1B in US IPO, pricing above range

November 3, 2025, 11:04 PM EST. Beta Technologies, the Vermont-based electric aircraft maker, raised $1.01 billion in its U.S. IPO by selling 29.9 million shares at $34 each, above the $27-$33 indicated range. The deal values the company at about $7.44 billion and signals a resurgent IPO pipeline with several listings in recent months. The stock will debut on the NYSE under the ticker BETA, with underwriters including Morgan Stanley, Goldman Sachs, BofA Securities, Jefferies and Citigroup. Beta's aircraft have been used by the U.S. military for training and by the FAA in testing, highlighting the niche yet growing field of electric aviation. While government shutdowns can delay near-term deal flow, demand for new listings remains robust.

Amer Sports (NYSE: AS) Valuation in Focus After Recent Move

November 3, 2025, 11:02 PM EST. Amer Sports (NYSE:AS) traded modestly as investors weigh the stock's valuation against recent momentum. The shares are up about 9.1% year-to-date and have delivered a 1-year total return near 68.2%, yet several analyses flag a potentially rich multiple. The stock trades around a hefty P/E of ~77.9x, well above peers at ~42.5x and the broader luxury index at ~19.5x. Some research argues the stock is undervalued versus a fair value of roughly $46.14, underpinned by aggressive direct-to-consumer expansion and margin gains. Risk factors include a heavy tilt to Asia-Pacific markets and potential demand softening. The bottom line: meaningful upside if growth targets are hit, but investors should balance risk with valuation.

Asia markets slip as Wall Street tech rally eases; Nvidia, Amazon-OpenAI deal in focus

November 3, 2025, 10:58 PM EST. Asia-Pacific shares mostly fell Tuesday, diverging from a tech-led rally on Wall Street. The mood shifted after Amazon signed a $38 billion deal with OpenAI, lifting several tech stocks including Nvidia, which also rose on news of export licenses to the UAE. Traders were eyeing the Reserve Bank of Australia decision as the local market drifted lower. In Japan, the Nikkei 225 and Topix slid modestly, while South Korea's Kospi declined and Kosdaq edged higher. Hong Kong futures pointed to a softer start after overnight gains for the Nasdaq and a mixed S&P 500 session, with the Dow lagging. The mixed backdrop underscores divergence between regional sentiment and the US tech rally.

Stocks Close Higher on AI Optimism and M&A News as Markets Digest Fed Speeches

November 3, 2025, 10:56 PM EST. U.S. stocks closed modestly higher as AI optimism and big M&A deals supported equities, with the S&P 500 up 0.10% while the Dow slipped 0.52% and the Nasdaq 100 gained 0.37%. Front-month E-mini futures echoed the small moves. The rally was aided by OpenAI securing about $38 billion of computing power from Amazon and by deal news: Kimberly-Clark's $40 billion bid for Kenvue and Eaton's $9.5 billion purchase of Boyd's thermal business. Fed commentary from Miran and Cook was supportive, though Goolsbee sounded more cautious. The 10-year yield rose about 2.5 basis points. Markets price roughly a 66% chance of a -25 bp cut at the December FOMC. On the data front, Oct ISM manufacturing slipped to 48.7, with ISM prices paid at 58.0; the PMI was revised to 52.5. Traders await Supreme Court arguments on tariffs.

Markets mixed as Amazon climbs on OpenAI deal; Fed uncertainty weighs

November 3, 2025, 10:52 PM EST. Markets ended mixed with the Dow dipping ~0.5%, the S&P 500 up slightly, and the Nasdaq higher. Amazon rose about 4% after revealing a $38 billion deal with OpenAI, on the back of strong earnings that sent the stock higher Friday. Yet Fed policy uncertainty and a prolonged U.S. government shutdown kept data flow light. In a mixed environment, AI names like Palantir, AMD and Nvidia helped lift sentiment, while trade tensions with China showed signs of easing. UnitedHealth Group and Merck weighed on the Dow. Nvidia added more than 2% after President Trump said its latest chips would be reserved for U.S. use. Kimberly-Clark slid as it disclosed a deal to buy Kenvue, which jumped on the news.

Elad Gil on AI market winners – foundational models, coding tools, and open bets

November 3, 2025, 10:50 PM EST. Tech investor Elad Gil says the AI playbook now has clear winners and big swaths still up for grabs. He points to foundational models as the first battleground, with leaders like OpenAI, Google, Anthropic, possibly xAI, Meta, and Mistral dominating, even as sovereign efforts surface in places like Korea. After models, AI-assisted coding is shaping up as a winner-take-most arena, with players like Anysphere (Cursor), Cognition (Devin, Windsurf), and notable entrants such as Magic and Poolside in the mix. In verticals, he sees medical transcription consolidated around Abridge, with others like Ambiance vying for scale, and customer support led by teams like Decagon. Yet Gil warns much of AI remains uncertain and continually reinvented as new releases hit the market.

Make IPOs Great Again: SEC Chair Explains Shutdown-Era Fast-Track Rule

November 3, 2025, 10:48 PM EST. SEC chair Paul Atkins warned the government shutdown is hampering markets and delaying IPOs. With staff down to under 400 and roughly half as many public companies as 30 years ago, the SEC resurrected a 1933-era rule to shorten the path to market: a 20-day waiting period after filing before an offering can be sold. He noted Maplight and Navon became IPOs under this faster process, and more could follow. Atkins says this is a targeted fix for companies already ready to go, not a broad loosening. He pledged to make IPOs great again by resuming normal scrutiny, monitoring, and comments when the shutdown ends, while extending selective relief during the disruption.

Getty Images Stock Falls Over 6% On Perplexity Licensing Deal

November 3, 2025, 10:46 PM EST. Getty Images (GETY) stock slid more than 6% after the company announced a multi-year licensing deal with Perplexity, an AI search startup. The arrangement enables Perplexity to surface Getty's creative and editorial imagery within its AI-powered search results via Getty's API, while adding proper credits and source links to protect content from unauthorized AI training. Getty frames the partnership as a step toward monetizing content through AI-company relationships rather than content scraping. The stock has faced pressure this year amid broader advertising and creative-industry headwinds, with shares down about 50% over 12 months and a pending merger with Shutterstock awaiting regulatory approval. In Q2, Getty reported revenue of $234.9 million (+2.5% YoY); Other Revenue climbed to $15.7 million-the highest on record.

Kforce (KFRC) Q3 Beat Drives Stock Higher; Q4 Guidance Above Estimates

November 3, 2025, 10:44 PM EST. Kforce reported Q3 CY2025 revenue of $332.6 million, down 5.9% year over year, but above consensus by about $5 million. GAAP EPS of $0.63 beat estimates by 12.7%, and Adjusted EBITDA reached $19.41 million, topping expectations by 3.9% with a 5.8% margin. Management highlighted improving demand in its Technology segment and sequential growth in its FA business, setting a Q4 midpoint revenue guide of $330 million, above analysts' $320.3 million. The results reflect a muted long-term growth backdrop, with trailing 12-month revenue around $1.34 billion and a two-year decline around 8%. Shares moved higher after the print, as investors weighed the beat against a softer long-term trajectory.

Stock Market Today: Futures Steady as AI Momentum and Key Earnings Tests Loom

November 3, 2025, 10:42 PM EST. US stock futures were little changed Monday after AI optimism helped lift the S&P 500 and Nasdaq on a mixed session. Dow futures slipped about 0.1%, while S&P 500 and Nasdaq 100 futures edged down roughly 0.1%. AI-heavy names again fueled gains, with Amazon posting a record close after a new partnership with OpenAI, lifting the Nasdaq. The Magnificent Seven remain market drivers despite uneven gains as more companies in major indices report in the red. Palantir rose modestly after beating Q3 estimates and guiding higher on AI demand. With another 100+ earnings due this week, investors await a busy slate amid a government shutdown that delays key data, including the jobs report.

Reddit Stock Surges Near 8% After Q3 Beat and Raises 2025 Forecast

November 3, 2025, 10:40 PM EST. Reddit's stock (RDDT) jumped about 7-8% after Q3 results beat expectations and the company raised its 2025 forecast. The social-media platform reported revenue of $585 million, up 68% year over year, and net income of $163 million with EPS $0.80, topping estimates of $0.52. Management guided Q4 revenue of $655-$665 million and adjusted EBITDA of $275-$285 million, above consensus. Global daily active users rose 19% to 116 million, led by faster international growth even as U.S. logged-in user growth cooled to 7%. Average revenue per user reached $5.04, beating $4.82 estimates. The milestone 40% EBITDA margin achieved since going public underscores Reddit's monetization potential and long growth runway.

Hollywood.com and Crypto.com Launch Entertainment Prediction Markets

November 3, 2025, 10:38 PM EST. Hollywood.com and Crypto.com have unveiled an entertainment-focused prediction market, expanding the reach of crypto-inspired forecasting. The joint venture will offer event contracts on films, television, music and awards, provided by Crypto.com Derivatives North America, a CFTC-registered exchange. Real-time prices let fans trade on outcomes-from box office milestones to award winners-within a federally compliant framework. Hollywood.com promotes the markets across its site, while Crypto.com expands its footprint in the predictions space alongside projects with Trump Media & Technology Group. The move underscores a broader surge in prediction markets, with platforms like Polymarket and Kalshi raising funds and volume hitting new records, as crypto and media brands explore fan-driven forecasts.

TXSE Group Secures Over $250M in Second Financing Round as Texas Stock Exchange Eyes 2026 Launch

November 3, 2025, 10:36 PM EST. Dallas-based TXSE Group announced completion of its second-round financing, pushing total capital raised to more than $250 million as it prepares to launch the Texas Stock Exchange in Q1 2026. A new equity investment from J.P. Morgan will join TXSE's board as an observer, complementing prior backing from BlackRock, Citadel Securities, and other investors. TXSE says the round solidifies a four-pillars model for U.S. capital markets, noting 82 equity holders whose holdings span top liquidity providers and large ETP sponsors, with related AUM and a vast share of U.S. equity flow. The exchange, Dallas-based, has SEC approval and aims to broaden access to U.S. equity capital markets.

Goldman Sachs Turns Bullish on Nvidia Ahead of FQ3, Rating NVDA Buy

November 3, 2025, 10:34 PM EST. Goldman Sachs analyst James Schneider remains bullish on Nvidia (NVDA) ahead of the November 18 FQ3 print, lifting Datacenter revenue forecasts and dialing up 2026-2028 estimates. He notes elevated expectations and AI infrastructure momentum, with attention on the $500 billion GPU and Networking plan announced at GTC, OpenAI's 2026 deployments, Rubin ramp, and potential China resurgence. Schneider now models Q3/Q4 EPS of $1.28/$1.49, about 3%-5% above Street. He raises revenue and non-GAAP EPS forecasts by double digits for 2026-2028, keeping a Buy rating as the stock trades with a valuation near the $5 trillion market cap. Investors will watch hyperscaler CapEx progress and product mix for near-term catalysts.

Burford Capital 2025 Outlook: What Litigation Finance News Means for the Stock

November 3, 2025, 10:30 PM EST. Burford Capital has endured sharp share-price swings amid shifts in the global litigation-finance landscape and recent case outcomes. Despite the pullback, valuation work suggests upside: the Excess Returns model puts the intrinsic value well above the current price, with the stock undervalued by about 52.9%. Core inputs: Book Value roughly $11.44, Stable EPS $1.39, Cost of Equity $1.04, yielding a ROE near 10% and a projected Book Value of about $13.51. The approach signals Burford's potential to generate sustained excess returns relative to capital costs, even as regulatory headlines temper sentiment. Investors should weigh this against earnings momentum and the PE ratio context as 2025 unfolds.

Naira slides as NGX resumes bearish trading; All-Share Index slips 0.25%

November 3, 2025, 10:28 PM EST. On the first trading day of November 2025, the Naira weakened to 1,436.34/$ from a 2025 high of 1,421.73/$, with the parallel market at 1,455.00/$. The decline follows global risk amid Nigeria's security concerns after the US labeled the country a "country of particular concern" and signaled possible action. At the Nigerian Exchange Limited, the All-Share Index fell 0.25% to 153,739.11, pushing year-to-date gains to 49.37% and trimming market capitalisation by about N245.88bn to N97.58tn. The downturn was led by Aradel and Access Corp, with 38 stocks losing vs 19 gaining; Union Dicon led gains (+9.93%), while Honeywell tumbled 10%. Volume and value traded collapsed; UBA accounted for the majority of turnover. In fixed income, Eurobond yields rose amid macro/geopolitical headwinds.

Stock Market Starts November Mixed as Palantir Shines and Berkshire Grows Cash Pile

November 3, 2025, 10:26 PM EST. Markets kicked off November with a mixed session, as breadth favored growth and large-caps while small caps lagged. The Nasdaq Composite and the S&P 500 closed higher, though the Dow Jones Industrial Average lagged as pockets of weakness in Merck and Nike weighed on the blue-chip gauge. Tech leadership helped keep the tone upbeat, with gains in Amazon and Nvidia supporting the Nasdaq. The session also spotlighted Palantir as a winner, underscoring renewed interest in software and data-related plays. In the background, Berkshire Hathaway continued to grow its ample cash pile, a reminder that value and capital allocation trends remain a feature of the market environment. Investors will watch the flow of catalysts into November.

ZGRO.T:CA Stock Analysis and AI-Generated Signals – BMO Growth ETF Update

November 3, 2025, 10:24 PM EST. Latest update on ZGRO.T:CA (the BMO Growth ETF). The note shows a short near 34.11 with no long plans and a stop loss @ 34.28. It flags AI Generated Signals for ZGRO.T:CA and a ratings snapshot with Near/Mid/Long calls (Strong/Weak/Strong). Dated Nov 3, 2025, the report emphasizes the latest AI-driven view. Traders may consider the short entry around 34.11, with discipline on risk via the 34.28 stop, and to watch for ongoing updates to the AI signals.

Pat Gelsinger's Christian AI startup Gloo files for $873 million IPO

November 3, 2025, 10:20 PM EST. Pat Gelsinger's Christian AI startup Gloo has filed for a $873 million IPO, a move that places faith-aligned AI at the center of public markets. The filing signals a new funding path for the venture as it seeks scale in a competitive AI landscape. The report also raises a comparative question: is this IPO easier or harder than delivering on other Intel milestones like Lunar Lake and 18A? Market watchers will be watching how investors price such a venture that blends technology with a distinct branding and mission, and what the deal means for AI fundraising, governance, and go-to-market strategy.

JELD-WEN (NYSE:JELD) Misses Q3 Revenue, Stock Drops 12.7% on Soft Guidance

November 3, 2025, 10:18 PM EST. JELD-WEN (NYSE:JELD) reported a Q3 revenue decline, missing expectations as sales fell 13.4% year over year to $809.5 million. The company reduced its full-year outlook to a midpoint of $3.15 billion in revenue, below consensus by about 2.9%, and posted a non-GAAP loss per share of $0.20 versus estimates of $0.14. Adjusted EBITDA came in at $44.4 million, well short of $57.56 million expected. The operating margin swung to -25%, from -5.6% a year earlier, and free cash flow was -$13.1 million. Management cited persistent market headwinds and price-cost pressures. With organic revenue down about 13% in the quarter, investors should weigh the sustained demand backdrop against the weaker guidance before considering a position.

Dow Falls as S&P 500 and Nasdaq Rise; Nvidia, Amazon Lead; Kimberly-Clark Slumps on Kenvue Buy

November 3, 2025, 10:16 PM EST. U.S. stocks finished with the Dow Jones Industrial Average down 226.19 points (0.48%), while the S&P 500 gained 0.17% to 6,851.97 and the Nasdaq Composite gained 0.46% to 23,834.72. Nvidia rose about 2.2% and Amazon jumped 4.0% after a $38 billion OpenAI deal to run AI workloads on AWS. Meanwhile, Kimberly-Clark tumbled 14.6% after revealing its plan to acquire Kenvue for more than $40 billion; Kenvue rose 12.3%. In health care, UnitedHealth Group and Merck fell 2.3% and 4.1%, respectively, anchoring downside for the Dow. The rally was helped by consumer discretionary gains, even as materials lagged. Traders eye Fed guidance and next week's payroll data amid ongoing budget/debt-headwinds.

Dollar Finds Support as Yields Rise; Markets Eye December FOMC

November 3, 2025, 10:14 PM EST. The dollar edged up about 0.07% as a 10-year T-note yield climb of roughly 2.7 basis points supported rate differentials. Persistent Fed caution, including Powell's remark that a December rate cut isn't guaranteed, helped cap gains. Dovish commentary from Fed Governors Miran and Cook undercut the dollar, while Goolsbee signaled caution on policy but did not rule out cuts. Traders price around a 67% odds of a 25 bp cut at the December meeting. ISM data were mixed: the Oct manufacturing index slipped to 48.7 (below expectations) and the prices paid index fell to 58.0, while the final S&P US manufacturing PMI rose to 52.5. The EUR/USD dipped as the euro benefited from ECB divergence.

Stock futures little changed as AI rally persists; Palantir beats, Amazon-OpenAI deal lifts AI names

November 3, 2025, 10:10 PM EST. Stock futures are little changed after a Monday session where AI-driven optimism pushed major indexes higher. Dow futures slipped about 23 points (-0.05%), S&P futures were flat, and Nasdaq 100 futures dipped 0.05%. In after-hours, Palantir rose ~1% after beating Q3 estimates and guiding higher on AI-driven government sales; Amazon's OpenAI deal helped lift AI-themed names and kept the Nasdaq near a 0.5% gain while the S&P 500 rose ~0.2%. The Dow lagged, down about 0.5%. More than 300 S&P 500 stocks traded red, underscoring breadth concerns amid high tech concentration. With ~80% of results beating expectations, megacap tech and AI spend remain key drivers, per analysts.

Undervalued Asian Stocks Based On Cash Flows Spotlight Opportunity Across Samsung, Meitu and More

November 3, 2025, 10:08 PM EST. Predicated on a cash-flow based screener, a broad slate of Asian stocks appears attractively valued, trading well below estimated fair value. Highlights include Unimicron, Tibet Tianlu, TESEC, Taewoong, Selvas AI, Mobvista, Meitu, and more, all with discounts near 50%. Samsung Electronics stands out with an estimated 42.3% discount to its fair value of around ₩192,426.57 and projected earnings growth near 28% annually, though risks from a patent verdict and liabilities linger. Meitu trades at HK$9.23 versus a fair value of HK$18.23, implying about 49% upside as earnings accelerate over the next three years. The list emphasizes that despite macro uncertainty, selective names with strong cash flows could deliver alpha, especially as regional trade dynamics and policy shifts unfold. Readers are guided to the full 'Undervalued Asian Stocks Based On Cash Flows' screener for more ideas.

Offerpad (OPAD) Q3 2025 Revenue Miss, Weak Guidance, Shares Fall

November 3, 2025, 10:02 PM EST. Offerpad (OPAD) reported Q3 2025 revenue of $132.7 million, missing consensus by $6.1 million and down 36.2% YoY. Q4 guidance of $112.5 million is below analysts' estimate of $147 million. GAAP loss of $0.37/share was a 12.1% miss, and Adjusted EBITDA came in at -$4.57 million vs -$2.63 million expected. Operating margin was -5.1%; Free Cash Flow Margin improved to 30.1% from 18.6% a year ago. Homes sold totaled 367 (down ~248 YoY). With a market cap near $85 million, the results underscore a continued demand weakness and a growth backdrop that trails sector averages, contributing to the stock's decline post-report.

Takaichi Trade Sparks Tokyo Stock Exchange Rally as Nikkei Surges Past 50,000

November 3, 2025, 10:00 PM EST. The inauguration of Prime Minister Sanae Takaichi has sparked a Tokyo Stock Exchange rally, with the Nikkei average first crossing the 50,000 yen threshold and climbing to 52,411.34 by October 31. October delivered the largest-ever percentage gain for the benchmark, as the market fans responsible active fiscal policy, drawing foreign investors and reviving sentiment that equities were undervalued. The run-up is helped by easing US-China trade frictions and investment in growth areas such as AI, but risks remain, including potential overheating and the impact of tariff policy on exports. The key question is whether higher stock prices translate into a sustainable real economy growth, with the BOJ-policy stance watching closely and the government pursuing efficiency in its budget.

Myriad Genetics Q3 CY2025: Revenue In Line, EBITDA Beat, Guidance Reaffirmed

November 3, 2025, 9:56 PM EST. Myriad Genetics (NASDAQ: MYGN) posted Q3 CY2025 revenue of $205.7 million, essentially in line with estimates and down 3.6% year over year. The company beat on Adjusted EBITDA, reporting $10.3 million versus consensus of $5.57 million, while Adjusted EPS was $0, slightly ahead of estimates. Management reaffirmed full-year guidance, aiming for about $823 million in revenue and $30 million in EBITDA at the midpoint. Despite a negative operating margin of -11.3%, free cash flow improved to $14.9 million. The stock is weighed by modest top-line growth, but the company highlighted 13% year-over-year volume growth for its MyRisk hereditary cancer test. Investors will weigh steady bottom-line progress against ongoing revenue headwinds and a modest growth outlook.

CNO Financial Group Beats Q3 Revenue Expectations, EPS Surpasses Estimates

November 3, 2025, 9:54 PM EST. Q3 results show CNO Financial Group (NYSE:CNO) delivering a strong quarter. Revenue reached $1.19 billion, up 26.2% year over year and topping analyst estimates by 22.7%. Net premiums earned totaled $658.4 million, about 68% of revenue, underscoring that core operations remain the backbone of the business. Non-GAAP EPS was $1.29, a 40.2% beat vs consensus of $0.92. Pre-tax profit was $36.2 million on a 3% margin. The stock shows a mixed read: Book Value per Share of $27.24 vs $39.45 estimated. Market cap about $3.88 billion. CEO Gary Bhojwani framed the results as evidence of a resilient model post-rebrand; longer-term growth remains challenged by rate and investment dynamics.

AI darlings prop up Wall Street as most stocks fall

November 3, 2025, 9:52 PM EST. Stocks climbed on Monday led by AI names such as Nvidia and Amazon, helping the S&P 500 edge up 0.2% even as the Dow slipped 226 points and the Nasdaq gained 0.5%. Nvidia rose 2.2, lifting YTD gains above 54%, while Amazon jumped 4% after revealing a $38 billion cloud deal with OpenAI. Growth bets extended to other AI-linked names like IREN after Microsoft disclosed a $9.7 billion contract, and Palantir advanced ahead of its results. Still, questions linger about whether the rally is sustainable amid premium valuations and a brewing debate over a potential AI bubble. The S&P 500 finished up 11.77 points at 6,851.97; the 10-year yield dripped to 4.10%. Beyond Meat and Kimberly-Clark moved on earnings or deal news.

PlayStudios (MYPS) Q3 Misses Revenue, Shares Fall 14.6%

November 3, 2025, 9:50 PM EST. PlayStudios (MYPS) posted a Q3 revenue miss and a larger-than-expected GAAP loss, sending shares down about 14.6%. Revenue came in at $57.65 million vs $59.45 million estimates, a 19.1% year-over-year drop. GAAP EPS was -0.07 vs -0.02 consensus, while Adjusted EBITDA of $7.25 million missed the $10.06 million target. The operating margin narrowed to -13.6%, and daily active users fell to 2.21 million (down 750k YoY). With a current market cap around $116.6 million, investors are weighing a downbeat growth trajectory: two-year revenue fell about 11.1% per year. Analysts still see 2.1% revenue growth over the next 12 months, but the record of declining profits raises questions about sustainability. The report suggests caution on long-term quality and margins.

IAC Misses Q3 Revenue; Shares Drop on 8.1% YoY Decline

November 3, 2025, 9:48 PM EST. IAC (IAC) missed Q3 revenue estimates, reporting revenue of $589.8 million vs $602 million expected and an 8.1% year-over-year decline. The GAAP EPS of -$0.27 missed the – $0.23 consensus, marking a miss for the quarter. Adjusted EBITDA came in at $54.63 million, beating estimates of $51.15 million, but Operating Margin slid to -3.5% from 1.3% a year earlier. Free Cash Flow Margin fell to 4.3% from 22.3%. With a $2.58B market cap, the stock sold off as demand remained soft and long-term growth prospects looked muted. Analysts still foresee a revenue decline (~2.2%) over the next 12 months, underscoring headline risk for IAC's diversified digital portfolio (Dotdash Meredith, Angi, Care.com).

Nat-Gas Rises on Colder Early-Winter Outlook; Prices Near 3.5-Month High

November 3, 2025, 9:46 PM EST. December Nymex natural gas (NGZ25) rose 3.44% to a 3.5-month high after last Friday's rally, as traders priced in colder-than-normal early winter for the US. NOAA's near-term outlook showed a mix: warmer Southwest for Nov 7-11 and moderate East/West Coast temps for Nov 10-16. On the supply/demand side, US dry gas production ran 110.0 bcf/d (+6.6% y/y) and demand 77.2 bcf/d (+5.1% y/y), while LNG sendouts averaged 16.8 bcf/d (+13.5% w/w). Electricity output rose 1.9% y/y to 72,772 GWh for the week ended Oct 25. The EIA's 2025 production forecast was nudged higher, and storage remains ample: Oct 24 inventories up 74 bcf, +0.5% y/y and +4.6% vs 5-year average. Baker Hughes reports 125 active US nat-gas rigs, a 2.25-year high.

AI Darlings Lift Wall Street as Markets Climb on Tech

November 3, 2025, 9:40 PM EST. Stocks eked out gains on Monday as AI behemoths like Nvidia and Amazon propelled the market, even as the Dow slid. The S&P 500 rose 0.2% to near its record, while the Nasdaq gained 0.5% and the Dow Jones fell about 0.5%. Nvidia climbed 2.2% for a year-to-date gain of 54.1%, and Amazon jumped 4% after a $38 billion OpenAI deal. IREN jumped 11.5% on a Microsoft contract, while Palantir added 3.3% ahead of results. More than 80% of S&P 500 companies have beaten forecasts as growth remains strong, though concerns about a bubble persist. The 10-year yield eased to 4.10%.

Boise Cascade Q3 2025: Revenue Beats, EPS Miss, Shares in Focus (BCC)

November 3, 2025, 9:39 PM EST. Boise Cascade Company (NYSE: BCC) reported Q3 2025 revenue of $1.67B, beating consensus by 3.1% but down 2.7% year over year. GAAP EPS of $0.58 missed estimates of $0.69 (a 16.3% miss). Adjusted EBITDA was $74.38M, roughly in line with expectations ($74.47M). Operating margin collapsed to 1.9% from 6.8% a year earlier; free cash flow margin slid to 3.8% from 6.6%. Management cited subdued demand and commodity headwinds. Revenue by segment shows Building Material Distribution at 93.3% of sales and Wood products at 23.8%, with Wood products posting two-year declines. Looking ahead, analysts expect flat revenue over the next 12 months. The stock's reaction will hinge on demand trends and cost control amid a challenging construction materials backdrop.

BWX Q3 Revenue Beat; Raises FY EPS Guidance; Backlog Strength

November 3, 2025, 9:36 PM EST. BWX (NYSE: BWXT) delivered a solid Q3 2025: revenue of $866.3 million, up 28.9% YoY and ahead of estimates by about $72.8 million. Non-GAAP EPS of $1.00 was 16.5% above consensus, and adjusted EBITDA of $151.1 million beat by $10.1 million (7.1%). The company reaffirmed full-year revenue guidance of $3.1 billion and raised the midpoint of Adjusted EPS guidance to $3.78 (+2%). Backlog rose to $7.4 billion, underscoring strong visibility, while operating margin slipped to 13.1% from 14.4% YoY. Free cash flow improved to $94.9 million. Management cited durable demand across Government Operations and Commercial Operations as a driver of long-term growth.

Karyopharm Therapeutics Grants 800 RSUs to New Hire Under Nasdaq Rule 5635(c)(4)

November 3, 2025, 9:32 PM EST. Karyopharm Therapeutics Inc. (Nasdaq: KPTI) announced it granted an aggregate of 800 restricted stock units (RSUs) to one newly hired employee as of October 31, 2025, under its 2022 Inducement Stock Incentive Plan, in compliance with Nasdaq Listing Rule 5635(c)(4). The grant will vest over three years, with 33 1/3% of the RSUs vesting on each anniversary of the grant date, subject to the employee's continued service. The award highlights Karyopharm's use of inducement awards to attract talent. Karyopharm remains focused on cancer therapies, including XPOVIO® (selinexor), approved in the U.S. and marketed in multiple territories.

Palantir (PLTR) Q3 CY2025 Beat: Revenue, EPS and Margin Hit; Guides Higher for Q4

November 3, 2025, 9:30 PM EST. Palantir Technologies (PLTR) topped expectations in Q3 CY2025, reporting revenue of $1.18 billion, ahead of estimates of $1.09 billion and up 62.8% YoY. Non-GAAP EPS of $0.21 ("beat" vs $0.17). Operating income reached $600.5 million with an operating margin of 33.3%, well above year-ago levels. Guidance for Q4 2025 calls for $1.33 billion at the midpoint, comfortably above consensus of $1.20 billion. Free cash flow margin stood at 45.7%, though below the prior quarter. Management highlighted strong domestic growth, noting US revenue surges and high growth expectations, and touted a lofty Rule of 40 score (114%). Shares could benefit from the beat against expectations and the higher-than-expected guidance, though investors may weigh the cash flow trajectory and longer-term monetization.

NVTS Pre-Q3 Earnings Analysis: Hold or Fold as Navitas Faces Revenue Pressure and Mixed ESP

November 3, 2025, 9:29 PM EST. Navitas Semiconductor (NVTS) reports Q3 2025 on Nov. 3. Management guides for revenues around $10.0 million (+/- $0.5m), just under the Zacks Consensus of $10.1 million and down about 53% YoY. The loss consensus is about 5 cents per share, versus 6 cents a year ago. The company has posted earnings surprises around 0.0% in the last four quarters, and its Earnings ESP is 0.00% with a Zacks Rank #3 (Hold), offering no clear beat signal. Navitas' GaN/SiC devices target high-efficiency power for AI data centers, mobile, EV, and energy applications. Strategic ties with Samsung and Xiaomi (including the 90W charger collaboration) and Powerchip's move to 8-inch wafers could support the long-term growth story, even as near-term results stay pressured.

Navitas NVTS posts $10.1M Q3 revenue as it pivots to high-power AI and industrial markets

November 3, 2025, 9:26 PM EST. Navitas Semiconductor (NVTS) reported unaudited Q3 2025 results as it pivots from mobile/consumer to high-power markets such as AI data centers, HPC, energy grids and industrial electrification. Key figures: Q3 revenue of $10.1M, down from $21.7M a year earlier; GAAP operating loss $19.4M (improved from $29.0M); non-GAAP operating loss $11.5M. Cash stood at $150.6M at Sept 30. The company highlighted collaboration with NVIDIA on an 800V DC AI factory architecture and the sampling of 2.3kV/3.3kV SiC modules. Outlook: Q4 2025 revenue of $7.0M ± $0.25M; non-GAAP gross margin about 38.5% ±50 bps; non-GAAP OPEX ~ $15.0M.

Navitas Semiconductor Expected to Post a 5-Cent Loss Per Share

November 3, 2025, 9:24 PM EST. Analysts expect Navitas Semiconductor Corp to report a loss of 5 cents per share for the upcoming quarter as revenue trends lag and costs remain elevated. The headline loss would keep the company in its investment cycle as it ramps product capacity and pursues strategic opportunities in power ICs. Investors will parse management's outlook on gross margins, operating expenses, and near-term demand in the data-center and EV markets. Any guidance that implies improved efficiency or a clearer path to profitability could buoy the stock, while a disappointing update may renew scrutiny of its long-term growth thesis.

Cadeler (CDLR) RSI Falls to 28.9, Entering Oversold Territory

November 3, 2025, 9:22 PM EST. Cadeler A/S (CDLR) slid into oversold territory as the RSI fell to 28.9, with intraday lows near $17.89. The broader market shows the stock under pressure while the SPY (SPY) holds a higher RSI around 61.7. A bullish reader might view the 28.9 RSI as a sign selling is exhausting and consider a potential buy point. CDLR's 52-week range runs from $17.365 to $27.33, and the latest trade sits near $17.93. Investors may want to watch for early bounce signals and volume confirmations before acting, as the chart suggests the pullback could be nearing exhaustion.

Verra Mobility (VRRM) Oversold as RSI Drops to 28.9

November 3, 2025, 9:20 PM EST. Verra Mobility Corp (VRRM) slid into oversold territory with an RSI of 28.9 on Monday, trading as low as $14.16. By comparison, the SPY RSI stood at 47.3, underscoring broader market weakness. A reader might view the sub-30 RSI as evidence the recent selling pressure is waning and a potential entry point could emerge. The chart shows VRRM's 52-week range of $13.38-$18.13, with the latest trade near $14.32. The article invites readers to find other oversold stocks.

Coffee Futures Rally on Brazil Drought and Vietnam Typhoon Risk

November 3, 2025, 9:18 PM EST. Arabica KCZ25 rose about 3.7% and Robusta RMF26 gained ~3.4% as weather risks supported prices: Brazil drought in Minas Gerais and a Vietnam typhoon threat to its robusta crop. Minas Gerais received ~33.4 mm of rain last week, ~75% of normal, after an earlier dry spell. ICE inventories remain tight: arabica at 431,481 bags (1.75-year low) and robusta at 6,053 lots (3.5-month low). Tariff tensions – 50% US duties on Brazilian coffee – squeeze US supplies and fuel talk of a policy shift. Vietnam's production/exports are seen rising in 2025/26, stressing regional supply links. NOAA La Niña odds bolster drier Brazil later this year, while ICO exports edged up modestly, signaling mixed global supply.

Clorox Beats Q3 Revenue but Margin Slump Clouds Outlook; Keeps FY EPS Guidance

November 3, 2025, 9:16 PM EST. Clorox (NYSE: CLX) posted Q3 CY2025 revenue of $1.43 billion, topping consensus by about $30 million but down 18.9% year over year. Adjusted EPS of $0.85 beat estimates of $0.78, while operating margin compressed to 7.5% from 17.4% a year earlier. Organic revenue declined 17%, a 116 basis point improvement versus estimates of ~18.2% declines. Management reaffirmed full-year adjusted EPS guidance of $6.13 at the midpoint. The ERP rollout is cited as driving temporary disruptions that affected market share. Analysts will assess whether pricing, new offerings, or greater international exposure can revive top-line growth given limited incremental gains in large store channels. With a $13.75B market cap, earnings resilience amid a revenue slowdown could influence near-term investor sentiment.

Palantir's earnings beat sparks questions over valuation as stock remains muted

November 3, 2025, 9:14 PM EST. Palantir reported a quarterly beat with revenue and guidance topping estimates. The standout was commercial revenue growth, with a reported 121% increase vs the model's 99% expectation, signaling accelerating top-line momentum. Management highlighted stronger profitability alongside continued growth in a business already expanding rapidly. Yet the stock hasn't moved much post-earnings, likely because it already ran up and faces heavy retail interest versus a more cautious institutional stance, raising questions about how the market will price the name after solid results. Valuation remains a concern: even with a 388% rally over the last year, investors weigh whether the high multiple is justified against the very strong growth outlook.

Cocoa Prices Rally as Bloomberg Commodity Index Adds Cocoa, Beginning in January

November 3, 2025, 9:12 PM EST. Cocoa futures surged Monday after the Bloomberg Commodity Index said it will include cocoa for the first time in two decades, beginning in January, boosting expectations of passive inflows. December ICE NY cocoa (CCZ25) rose about 6.63% and ICE London cocoa (CAZ25) up roughly 6.4%. Analysts say the index's ~ $109 billion asset base could lure funds, with Peak Trading Research estimating about $1.9 billion of cocoa futures buying over the next 80 days. Support also comes from shrinking ICE cocoa inventories and a slow start to Ivory Coast exports (down 16% year-on-year). Observations from Mondelez and Hershey point to mixed demand signals, while regional grindings and Nigeria's crop outlook add to the complex backdrop for cocoa prices.

Crude Prices Edge Higher as OPEC+ Pauses Hikes for Q1-2026

November 3, 2025, 9:10 PM EST. Crude prices edged higher Monday after OPEC+ signaled a December production hike of 137,000 bpd but paused further increases for Q1-2026 amid a looming global oil surplus. December WTI rose 0.11% and December RBOB 0.80% as traders weighed supply dynamics against geopolitical risk: Ukrainian drone strikes damaged Russian ports, while discussions of US strikes on Venezuela added risk premium. The IEA has forecast a record global surplus of about 4.0 million bpd in 2026, helping explain the pause in hikes as OPEC+ seeks to restore pre-2024 cuts. U.S. fundamentals offered mixed support: EIA showed inventories below seasonal norms and record-high production, while Baker Hughes reported a slight drop in active rigs. Markets remain sensitive to geopolitics and supply developments.

Sugar Prices Rally on Short Covering Amid Global Surplus Outlook

November 3, 2025, 9:08 PM EST. March NY world sugar #11 closed up 0.22 cents on Monday, while December London ICE white sugar #5 rose 7.60, as short-covering extended from last week's lows. A stronger Brazilian real helped ease selling by Brazilian producers. The price backdrop remains pressured by expectations of a global sugar surplus: Datagro pegs Brazil Center-South 2026/27 production at a record 44 MMT, and BMI Group/Covrig Analytics project sizeable surpluses for 2025/26. In Brazil, Unica showed October early output up 1.3% y/y and a higher share of cane milled to sugar. India's ample monsoon rain and a potential 2025/26 crop expansion weigh on prices, with possible exports of 4 MMT. Thailand's 2025/26 crop is seen rising, adding to the bearish supply outlook.

Kforce (KFRC) Q3 CY2025 Beats on EPS and Revenue; Guides Higher for Q4

November 3, 2025, 9:04 PM EST. Kforce (KFRC) reported Q3 CY2025 revenue of $332.6 million, beating consensus of $327.6 million despite a 5.9% YoY decline. GAAP EPS of $0.63 topped estimates by 12.7%. Adjusted EBITDA came in at $19.41 million, above expectations of $18.67 million. The company guided Q4 CY2025 revenue at $330 million midpoint, above Street estimates of about $320.3 million, signaling continued sequential improvement in both the Technology and FA segments. Operating margin was 4.5%, in line with year-ago quarter, and free cash flow margin rose to 9.1% from 7.8%. CEO Joseph J. Liberatore highlighted improving demand in Technology and stabilization/growth in FA. With trailing twelve-month revenue of $1.34 billion, Kforce remains a smaller player in business services, facing scalability headwinds but showing momentum into Q4.

Palantir Beats Q3 Revenue and EPS Outlook, Boosts 2025 Guidance on AI Momentum

November 3, 2025, 9:02 PM EST. Palantir Technologies (PLTR) posted a stronger-than-expected Q3 CY2025, with revenue of $1.18 billion (up 62.8% YoY) beating estimates of $1.09B. The adjusted EPS came in at $0.21, beating by 25.5% versus $0.17. Adjusted operating income reached $600.5M with an operating margin of 33.3%, up from 15.6% a year ago, and the free cash flow margin was 45.7%. For Q4 CY2025, Palantir issued a midpoint revenue guidance of $1.33B, well above consensus of $1.20B. The company highlighted strong growth in the U.S. business (+77% YoY) and U.S. commercial (+121%). CEO Alex Karp framed the results as evidence of AI-driven leverage, reinforcing Palantir's position in data platforms for government and enterprise customers.

Medifast (MED) Q3 Revenue In Line; Q4 Guidance Misses Estimates; GAAP Loss Widens

November 3, 2025, 8:58 PM EST. Medifast (MED) posted Q3 CY2025 revenue of $89.41 million, in line with estimates ($89.7m) but down 36.2% year over year. The company issued Q4 revenue guidance of $72.5 million (midpoint), below consensus of $73.8 million. GAAP EPS of -$0.21 beat estimates of -$0.36 by about 41.7%. Q4 GAAP EPS guidance is $0.98 at the midpoint, topping consensus by roughly 317%. Operating margin was -4.6%, down from 1.5% last year. Market capitalization sits around $123.4 million. Medifast remains driven by the Optavia program, but long-term revenue has faced headwinds as revenue declined 36% annually over the past three years. With a trailing 12-month revenue of $429.7 million, it remains a small-cap name facing demand weakness and scaling hurdles.

Corebridge Financial (CRBG) Q3 2025: Revenue Beats Estimates but EPS Misses

November 3, 2025, 8:56 PM EST. Corebridge Financial (NYSE: CRBG) posted Q3 CY2025 results with revenue of $4.19B, above consensus of about $3.76B, driven by a 43.9% YoY surge in net premiums earned to $1.94B. However, non-GAAP EPS came in at $0.96, below analysts' consensus of $1.08 (an 11.4% miss). The company traded flat YoY on revenue, while margin stood at 22% pre-tax with a $921M pre-tax profit. Book value per share rose to $25.45, up 7.4% YoY. Corebridge, spun off from AIG in 2022, blends insurance operations with investment income and fees. Over five years, revenue growth has been modest (about 1.5% CAGR; -8.2% YoY more recently), underscoring a cautious stance on top-line expansion despite a beat in this quarter. Investors may weigh whether a new strategy can unlock longer-term value.

ZHU:CA Analysis and AI Signals – November 3, 2025 | Stock Traders Daily Canada

November 3, 2025, 8:54 PM EST. AI-generated signals and explicit trading plans for ZHU:CA are laid out, including a long setup to buy near 43.43 with a 45.49 target and a 43.21 stop, plus a short setup to sell near 45.49 with a 43.43 target and a 45.72 stop. The report notes updated AI-guided signals for BMO Equal Weight US Health Care Index ETF (ZHU:CA) and provides a timestamp for November 3. ZHU:CA ratings are shown as Near Neutral, Mid Weak, and Long Neutral. A chart for ZHU:CA is included along with a link to the AI-generated signals.

AI-backed AWS deal lifts Amazon as Kenvue-Kimberly-Clark tie sparks divergent moves

November 3, 2025, 8:52 PM EST. U.S. stocks ended the first trading day of November with mixed moves. The S&P 500 rose 0.2%, the Nasdaq gained 0.5%, while the Dow fell 0.5%. An AI collaboration boosted a top cloud player as Amazon rose about 5% after OpenAI signed an agreement to buy more than $38 billion of capacity on AWS. Nvidia added 2.2% on AI demand. In consumer staples, Kimberly-Clark fell over 14% after saying it would buy Kenvue for about $49 billion, sending Kenvue up more than 12%. IDEXX Laboratories jumped 15% on stronger Q3 sales and higher guidance. Moderna slipped 8.3% amid chatter of strategic ties. KeyBanc downgraded Charter.

Sanmina Beats Q3 Revenue and EPS, Guides Higher for Q4; SANM Stock Rises

November 3, 2025, 8:50 PM EST. Sanmina reported a Q3 beat with revenue of $2.10 billion, up 3.9% YoY, vs estimates of $2.05 billion. The non-GAAP EPS rose to $1.67, beating consensus by $0.10 (6.7%). While adjusted EBITDA came in at $108.1 million-a sizable miss against expectations of $151.5 million-the company still posted a 3.7% operating margin and a 6.5% free cash flow margin. Management issued a Q4 revenue guide of $3.05 billion at the midpoint, well above consensus of $2.13 billion, and an EPS guide of $2.10 versus $1.68 expected. Described by CEO Jure Sola as driven by strength in Communications Networks and Cloud & AI Infrastructure, the outlook supported a positive stock reaction.

Paymentus Q3 Beat: Revenue Up 34%, EPS $0.17; Guidance Above Estimates, Shares Rally

November 3, 2025, 8:47 PM EST. Paymentus (NYSE: PAY) topped expectations for Q3 CY2025, delivering revenue of $310.7 million, up 34.2% year over year and beating consensus by 10.7%. The non-GAAP EPS of $0.17 also surpassed estimates by about 14.6%. Management guided Q4 revenue at a midpoint of $309.5 million, above analysts' $292.5 million view, signaling continued momentum. The results highlighted double-digit gains in revenue, contribution profit, and adjusted EBITDA, driven by new implementations and strong customer demand. With a robust backlog and positive bookings year-to-date, Paymentus projects continued growth into 2026. Paymentus provides a cloud-based platform for automating billing and payments for utilities, municipalities, and service providers. The stock rallied on the print, reflecting improved visibility into recurring growth.

Ether slides on Balancer DeFi hack, breaks below $3,600

November 3, 2025, 8:44 PM EST. Ether fell as much as 9% on Monday, slipping below its critical $3,600 support after the Balancer DeFi protocol suffered a multimillion-dollar hack on the Ethereum network. The token traded around $3,600, about 25% off its $4,885 August high. The breach – with losses possibly exceeding $100 million – adds to a string of bearish headlines for crypto markets. Traders cited macro volatility and a shift toward risk-off assets, with related names like Coinbase drifting lower as digital-asset exposure remains under scrutiny.

MDLZ RSI Drops to 29.9: Mondelez Now Oversold with 3.48% Yield

November 3, 2025, 8:42 PM EST. RSI 29.9, signaling an oversold condition for MDLZ (Mondelez International). The stock traded down to about $56.54, contrasted with a Dividend Channel universe where the average RSI is 44.5. MDLZ sits in the top quartile of its Dividend Channel coverage, indicating a potentially attractive fundamental/valuation mix. The recent annual dividend of $2 per share yields about 3.48% at the current price (roughly $57.46). A cautious, bullish trader might view the RSI relief as near exhaustion and seek an entry point. Investors should review the dividend history, sustainability, and fundamentals alongside the price action to decide if the current pullback offers a compelling risk/reward.

International Paper (IP) Yields Above 5% as Dividend Sustainability Comes Under Review

November 3, 2025, 8:40 PM EST. In trading Monday, International Paper (IP) traded with a yield above 5% based on its quarterly dividend of $1.85 annualized. With the stock near $36.79, investors are weighing the sustainability of the dividend in a large-cap S&P 500 component. The piece notes how dividends have historically contributed to total returns and compares a buy-and-hold scenario in the SPY over 1999-2012, where dividends boosted returns despite price declines. It cautions that dividends are not always predictable and recommends reviewing the company's history to gauge whether the 5% yield can continue. It also points IP's status as a member of the S&P 500.

Palantir Q4 outlook beats estimates despite US government shutdown concerns

November 3, 2025, 8:38 PM EST. Palantir's Q4 outlook topped Wall Street estimates as the company projected revenue just over $1.3 billion for the quarter and adjusted operating income between $695 million and $699 million. The guidance, alongside an elevation of full-year revenue to $4.4 billion, signals resilience amid government funding headwinds. In after-hours trading, the stock rose more than 3%. Palantir continues to benefit from its US government and US commercial contracts, though concerns persist about international exposure. The firm also reported strong Q3 results earlier, including EPS of $0.21 and revenue $1.18 billion. Shares have surged roughly 170% in the year.

Moody's Breaks Above 200-Day Moving Average (MCO)

November 3, 2025, 8:36 PM EST. Moody's Corp. (MCO) shares moved above their 200-day moving average of $483.81, trading as high as $484.97. The stock was about 0.8% higher on the day. The chart shows the one-year performance against the DMA, with a 52-week range of $378.71 to $531.93 and a last trade near $484.79. The DMA level cited comes from TechnicalAnalysisChannel.com. A bullish breakout above the DMA could signal renewed momentum, though traders will watch for follow-through and nearby resistance.

Green Brick Partners (GRBK) Falls Below 200-Day Moving Average

November 3, 2025, 8:34 PM EST. Green Brick Partners (GRBK) traded near the session low as shares slipped below their 200-day moving average of $63.30, hitting about $62.20. The stock was off roughly 2.9% on the day, signaling potential near-term weakness after the test of the key technical level. The stock's 52-week range spans from $50.57 to $77.93, with the latest trade around $62.84. Traders will watch whether the break below the 200-DMA attracts more selling or sets up a bounce.

Amazon Surge Lifts S&P 500 and Nasdaq to Start November as AI Deal Signals Momentum

November 3, 2025, 8:32 PM EST. Markets kicked off November with a choppy session as investors await a busy earnings week and a potential government shutdown. The S&P 500 rose 0.2% to about 6,851, and the Nasdaq Composite added 0.5% to 23,834, while the Dow Jones fell 0.5% to 47,336. In focus: Amazon's rally and a $38 billion OpenAI / AWS capacity deal that will run on Nvidia-powered chips, underscoring demand for AI exposure. Palantir prepared for Q3 results with a 3.4% pre-close gain. Robinhood (HOOD) remains the year's standout, up about 295% YTD. KVUE jumped 12.3% on a $40 billion buyout bid from Kimberly-Clark, though KMB slid about 14.6% on the news. Earnings ahead promise heightened volatility.

Jim Cramer backs Qnity Electronics as DuPont spin-off rides AI and semiconductors

November 3, 2025, 8:31 PM EST. Jim Cramer's Morning Meeting endorsement helped Qnity Electronics soar after its NYSE debut as the first major spin-off from DuPont. The move signals growing conviction that Qnity can ride AI-driven demand in the semiconductor supply chain. The company notes roughly 15% of sales come from AI data centers and points to deep partnerships with Nvidia, Taiwan Semi, and Samsung. Wall Street analysts at BMO, KeyBanc, RBC, and Wolfe Research have issued buy ratings with a $110 target. The DuPont split leaves the Club with a remaining stake and a higher Qnity weighting near 2%, while awaiting updates and quarterly results to confirm the growth thesis.

Hogs Edge Lower as Lean Hog Futures Slip; USDA Prices Ease

November 3, 2025, 8:28 PM EST. Lean hog futures are trading lower on Monday, with losses of 12 to 50 cents at midday. The USDA's national base hog price is $83.41, down $2 from Friday. The CME Lean Hog Index sits at $91.19 after a 34-cent decline. Pork carcass cutout value rose to $103.19 per cwt, up $1.24, though the loin and butt primals were the only ones down. USDA estimated federally inspected hog slaughter last week at 2.583 million head, down 1,000 from the prior week and 69,618 below the year-ago period. The market remains pressured by demand trends and supply signals as hogs consolidate near recent ranges.

Dbim Holdings Targets $9M U.S. IPO (DBIM) – Virtual Goods Seller

November 3, 2025, 8:26 PM EST. Dbim Holdings, a virtual goods seller, is preparing for a U.S. IPO aiming to raise about $9 million, with ticker DBIM on the horizon. The deal signals investor interest in niche online marketplaces and digital goods. Analysts note the small raise size and early-stage filing, suggesting a speculative entry with limited revenue scale but potential upside from expanding user base and monetization of digital assets. Key metrics, timeline expectations, and regulatory disclosures will matter as the company files with the SEC. Investors should watch the quiet period, lockup terms, and post-listing liquidity for DBIM. This article includes disclosures from Seeking Alpha's network; past performance is no guarantee of future results.

Stonex Group (SNEX) Breaks Below 200-Day Moving Average, Signals Potential Downside

November 3, 2025, 8:24 PM EST. Stonex Group Inc (SNEX) crossed below its 200-day moving average of about $87.73 on Monday, trading as low as $85.71 and down about 6.1%. The move comes as SNEX faces near-term selling pressure after breaking the long-term trend. The stock's 52-week range runs from $59.87 to $106.98, with a last trade near $85.86. The chart highlights ongoing weakness relative to the moving average and raises questions whether SNEX can reclaim the 200-day level or find stronger support in the weeks ahead. For context, investors are prompted to explore which other stocks recently crossed below their 200-day moving averages.

Uber Q3 Preview: Strong Earnings, Guidance, and Autonomous Ambition Center Investor Focus

November 3, 2025, 8:22 PM EST. Uber is set to report Q3 results before the bell, with investors eyeing revenue growth, EPS, and forward guidance. Analysts expect Q3 revenue around $13.26 billion, with adjusted EPS of $0.91 and adjusted net income of $1.96 billion, leading to EBITDA near $2.27 billion. The company's growth metric MAPCs rose to 180 million and gross bookings to about $46.8 billion, underscoring momentum. For Q3, Uber guided gross bookings of $48.25-$49.75 billion and EBITDA of $2.19-$2.29 billion, plus a massive $20 billion stock buyback. The stock has jumped ~62% this year. On the autonomous front, Uber outlined a major Nvidia-backed Level 4 initiative (100k vehicles starting 2027), with Lucid and Joby ties expanding to robotaxis and air mobility via Blade.

Nasdaq Reprimands TON Strategy Over Toncoin Financing; No Delisting

November 3, 2025, 8:20 PM EST. Nasdaq issued a formal Letter of Reprimand to TON Strategy for two violations tied to its Toncoin financing. First, a round that raised about 58.7 million shares and pre-funded warrants at $9.51 per unit created a de facto change of control after the Executive Chairman via Kingsway Capital Partners acquired roughly 19.99% and led leadership changes. Second, a $272.7 million Toncoin purchase by a subsidiary on July 31, funded in part by a private placement, was deemed to require prior shareholder approval under Rule 5635(a). Nasdaq found the violations were inadvertent and TON Strategy agreed to the reprimand with a commitment to future compliance. The firm will remain listed; no delisting action was pursued.

Group One Capital Limited (ASX:G1C) Stock Struggles on Mixed Financials and ROE Signals

November 3, 2025, 8:16 PM EST. Group One Capital (ASX:G1C) has fallen about 58% in the last three months, signaling investor unease despite a mixed financial profile. The trailing ROE is 5.7% (AU$310k profit vs AU$5.4m equity), roughly in line with the industry average of 5.8%, but five-year net income has shrunk about 9.8%. While the ROE isn't dramatically weak, the earnings decline contrasts with the industry's roughly 17% growth over the same period, suggesting slower earnings growth for Group One Capital. The steep price drop may reflect negative earnings expectations already priced in, or cautious sentiment toward the stock. Investors should assess whether the current P/E valuation adequately reflects this growth outlook and the sustainability of future profits.

UBER Technologies Earnings Preview: Insider Trading, Hedge Fund Activity, and Market Outlook

November 3, 2025, 8:14 PM EST. UBER Technologies is set to report earnings on Nov. 4 before the open, with consensus revenue of $13.54B and EPS of $0.70, per Finnhub. In the run-up, insider trading has been light on purchases but heavy on sales over the past six months, with CEO Dara Khosrowshahi and other executives offloading tens of millions in UBER stock. Hedge fund activity remains robust, with more than 1,400 institutions adding UBER and about 870 trimming positions in the latest quarter. Notable moves include KINGSTONE CAPITAL's exit and VICTORY CAPITAL's large increase in holdings. The stock also shows government contracts awards totaling around $252k in the last year. Investors will weigh the earnings backdrop against this mix of insider activity, fund flows, and policy tailwinds.

Cattle Futures Rebound as Live and Feeder Cattle Rally

November 3, 2025, 8:12 PM EST. Live cattle futures are higher at midday, up $2 to $2.75 across most contracts. Cash trade strengthened to around $232 in the North and $235-237 in the South. Feeder cattle futures rise by $4 to $5.85. The CME Feeder Cattle Index fell to $347.25 on Oct. 30. The weekly OKC auction lists 5,800 head for sale with early action higher. USDA Wholesale Boxed Beef prices edged higher, with the Choice up $1.42 to $379.55 and Select up $2.29 to $360.94. Slaughter totals last week were 559,000 head, down from last week and the year-ago period.

OPEC+ raises December output; oil prices dip as seasonality and sanctions cloud supply outlook

November 3, 2025, 8:10 PM EST. Eight OPEC+ members agreed to raise December output by 137,000 b/d while signaling a pause in further adjustments through Q1 2026. Brent futures (BZ=F) and WTI futures (CL=F) slipped Monday as the sector digested an unwinding of cuts totaling 2.91 million b/d since April. The decision, framed around seasonality, aims to insulate prices amid expectations of an upcoming glut next year and to rebalance market share. Ongoing US sanctions on Rosneft and Lukoil add uncertainty by potentially slowing Russian supply. Analysts say the move is designed to protect prices, project unity, and buy time to assess sanctions' impact on Russian barrels, highlighting continued volatility from energy-policy shifts.

Asia stocks rise as tech leads lift markets after Wall Street gains

November 3, 2025, 8:08 PM EST. Asia stocks edged higher on Monday as tech shares helped lift sentiment after another week of gains for Wall Street. Nvidia and Amazon led a rally in AI-driven names, helping U.S. indices with pockets of strength. The S&P 500 rose 0.2% and neared an all-time high set last week, while the Dow Jones Industrial Average was down about 224 points (roughly 0.5%), with the Nasdaq Composite trading about 0.5% higher. Breadth remained mixed: two of every three S&P 500 components fell. Kimberly-Clark slid 14.1% after announcing a $48.7 billion deal to buy Kenvue, which rose 14.3%. Beyond Meat dropped 13.6% after delaying its quarterly report to Nov. 11 amid non-cash charges tied to earlier asset issues, a reminder of meme-stock volatility that has clouded the stock's path.

Bank of America's dividend picks that beat the market without stretching yields

November 3, 2025, 8:06 PM EST. Amid market volatility, Bank of America Securities highlights dividend stocks that can supplement total returns without chasing ultra-high yields. The team screened Russell 1000 names, ranking by trailing 12-month yield and focusing on the second quintile to avoid distressed stocks that could migrate to the top yield group. Notable names on the list include Skyworks Solutions (yield about 3.65%), which recently agreed to acquire Qorvo, in a deal valued near $22 billion; the combined entity would be led by Skyworks' stake. CVS Health also impressed, topping earnings and revenue estimates and lifting 2025 guidance. The message: seek above-market but not stretched yields and beware dividends that may not be sustainable in a downturn. As rates move, dividend stocks can provide steadier income in volatility.

Notable Monday Options Activity: MRNA, UUUU, ZS Highlight Elevated Volume and Key Strikes

November 3, 2025, 8:04 PM EST. Options activity on Moderna (MRNA), Energy Fuels (UUUU), and Zscaler (ZS) stood out today. MRNA logged total option volume of 49,764 contracts, about 5.0 million underlying shares, roughly 46.1% of its 1-month avg volume of 10.8 million. The most active strike was the $30 call expiring 11/21/2025, with 6,260 contracts (≈ 626k underlying shares). UUUU traded 156,582 contracts (≈ 15.7 million shares), about 45.2% of its month average of 34.6 million; the standout was the $10 put expiring 1/15/2027 with 27,754 contracts (≈ 2.8 million shares). ZS saw 5,546 contracts (≈ 554,600 shares), about 45.2% of its average daily volume; largest was the $350 call expiring 11/14/2025 with 540 contracts (≈ 54k shares). Charts track each name's trailing twelve-month history.

MDB, UBER and GME Drive Notable Monday Options Activity

November 3, 2025, 8:02 PM EST. MDB, UBER, and GME saw notable options activity today. MongoDB (MDB) traded 21,780 contracts ≈ 2.2 million underlying shares, about 166.9% of its 1-month ADV, with the largest focus on the $365 put expiring Nov 7, 2025 (1,928 contracts ≈ 192,800 shares). Uber Technologies (UBER) tallied 205,309 contracts ≈ 20.5 million shares, about 147.4% of ADV, led by the $120 call expiring Dec 19, 2025 (11,063 contracts ≈ 1.1 million shares). GameStop (GME) posted 110,805 contracts ≈ 11.1 million shares, ~146% of ADV, highlighted by the $23.50 call expiring Nov 7, 2025 (7,974 contracts ≈ 797,400 shares). For other expirations, visit StockOptionsChannel.com.

Noteworthy Monday Options Activity Across PACS, PRAX, and DASH

November 3, 2025, 8:00 PM EST. Noteworthy option activity today in the Russell 3000 components PACS, PRAX, and DASH. PACS traded 3,478 contracts (roughly 347,800 underlying shares), about 53.6% of its 1-month average volume, with heavy interest in the $12.50 call expiring 11/21/2025 (1,933 contracts; ~193,300 shares). PRAX saw 7,830 contracts (~783,000 shares), about 53.3% of its 1-month ADV, led by the $185 call expiring 01/16/2026 (5,292 contracts; ~529,200 shares). DASH totaled 15,409 contracts (~1.5M shares; ~51.5% of ADV), led by the $300 call expiring 11/07/2025 (1,667 contracts; ~166,700 shares).

Noteworthy Monday Options Activity: SNOW, SPHR, CCSI

November 3, 2025, 7:58 PM EST. Notable Monday options activity unfolds in SNOW, SPHR, and CCSI. Snowflake Inc (SNOW) shows total options volume of 47,656 contracts, about 4.8 million underlying shares, or roughly 104.8% of its 1-month average daily volume. The standout is the $300 call expiring on November 7, 2025, with 8,116 contracts (about 811,600 shares). SPHR posted 8,851 contracts (about 885,100 shares; ~96.4% of average daily volume), led by the $70 call expiring December 19, 2025, with 4,471 contracts (~447,100 shares). CCSI traded 1,084 contracts (~108,400 shares, ~95% of ADV), highlighted by the $20 put expiring March 20, 2026, with 500 contracts (~50,000 shares). Charts accompany each name's trailing twelve-month history.

Notable Monday Options Activity: PFGC, GRPN, HIMS

November 3, 2025, 7:56 PM EST. Notable Monday option activity lit up the Russell 3000 scene as PFGC saw heavy volume: 8,004 contracts traded, about 800,400 underlying shares, roughly 91% of its 1-month avg. The focus centered on the $85 put expiring Nov 21, 2025 with 4,000 contracts (~400,000 shares). GRPN followed with 11,200 contracts and ~1.1 million shares, about 91% of its 1-month avg; standout was the $25 call expiring Nov 21, 2025 with 3,834 contracts (~383,400 shares). HIMS activity surged to 237,079 contracts and ~23.7 million shares, about 84% of average; the notable $40 put expiring Nov 07, 2025 saw 18,933 contracts (~1.9 million shares). For more expiration tiers, visit StockOptionsChannel.com.

Noteworthy Monday Options: VRTX, AXP, BURL Drive Volume

November 3, 2025, 7:54 PM EST. On Monday, VRTX, AXP, and BURL displayed notable options activity. VRTX traded 5,676 contracts (≈567,600 underlying shares), about 44.6% of its 1.3M daily avg. The focus: the $420 put expiring Nov 07, 2025 with 349 contracts (≈34,900 shares). For AXP, 11,106 contracts traded (≈1.1M shares), ~44% of its 2.5M daily avg, led by the $370 call expiring Nov 21, 2025 with 1,290 contracts (≈129,000 shares). BURL saw 3,879 contracts (≈387,900 shares), about 43.9% of its 882,800 daily avg, highlighted by the $220 put expiring Nov 28, 2025 with 3,537 contracts (≈353,700 shares).

Notable Monday Options Activity: SRTA, CAVA, and HD See Elevated Volume

November 3, 2025, 7:52 PM EST. Options activity stood out on Monday in three Russell 3000 names: SRTA (Strata Critical Medical). A total of 5,083 contracts traded, about 508,300 underlying shares, ~74.6% of its 1-month ADV of 681,350. The heaviest focus was the $5 strike call expiring Nov 21, 2025, with 5,025 contracts (~502,500 shares). Next, CAVA saw 25,276 contracts traded, about 2.5 million shares, ~70% of its 1-month ADV of 3.6 million. The $48 strike put expiring Nov 07, 2025 led with 1,674 contracts (~167,400 shares). Finally, HD posted 18,238 contracts, ~1.8 million shares, ~61.9% of ADV. The $400 strike call expiring Nov 07, 2025 saw 2,189 contracts (~218,900 shares).

Noteworthy Monday Options Activity: MP, QGEN, ROOT

November 3, 2025, 7:50 PM EST. The session's most active options among Russell 3000 names featured MP Materials Corp (MP), Qiagen NV (QGEN) and Root Inc (ROOT). MP saw 88,976 contracts traded, about 8.9 million underlying shares and roughly 42.5% of its average daily volume. Notable: the $45 strike put expiring Dec 19, 2025 with 6,568 contracts (~656,800 shares). QGEN posted 4,020 contracts (~402,000 shares), about 42% of its 1-month average; the $55 strike call expiring Nov 21, 2025 with 3,175 contracts (~317,500 shares). ROOT had 2,098 contracts (~209,800 shares), around 42% of typical volume; the $150 strike call expiring Nov 21, 2025 with 441 contracts (~44,100 shares).

Noteworthy Monday Option Activity: LQDA, ETN & ASTS Highlight Heavy Volume

November 3, 2025, 7:48 PM EST. Options desks lit up on three Russell 3000 components today. LQDA saw total options volume of 13,521 contracts, about 1.4 million underlying shares, roughly 60.8% of its 1-month average daily volume. The standout was the $30 strike call expiring November 21, 2025, with 2,367 contracts (~236,700 shares). ETN posted 12,058 contracts (~1.2 million shares, ~58.9% of its 1-month average of 2.0 million). The notable trade: $390 strike call expiring November 21, 2025 (1,577 contracts, ~157,700 shares). ASTS dominated with 91,402 contracts (~9.1 million shares, ~58.1% of 1-month avg). The active theme includes the $70 strike put expiring November 07, 2025 (8,273 contracts, ~827,300 shares).

Notable Monday Option Activity: KD, ZM, CLX

November 3, 2025, 7:46 PM EST. Notable Monday option activity highlighted KD with 7,404 contracts traded, about 43.4% of its ADV for the past month. The largest flow centered on the $32 call expiring Nov 21, 2025, with 2,450 contracts, roughly 245,000 underlying shares. Similarly, ZM posted 11,184 contracts, about 43.4% of its monthly ADV of ~2.6 million; notable flow on the $90 call expiring Nov 21, 2025 at 1,000 contracts (~100,000 shares). CLX saw 6,888 contracts (~688,800 shares, ~43% of ADV); notable activity on the $110 put expiring Nov 21, 2025 with 2,135 contracts (~213,500 shares).

Noteworthy Monday Options Activity: CELH, LMND, TOST Lead Russell 3000 Action

November 3, 2025, 7:44 PM EST. On Monday, notable options activity was observed in CELH, LMND, and TOST among Russell 3000 components. CELH traded about 20,896 contracts (~2.1 million underlying shares), representing ~55.4% of its 1-month average volume. The largest action centered on the $60 strike call expiring 11/07/2025, with 3,239 contracts (roughly 323,900 shares). LMND saw 13,127 contracts (~1.3 million shares, ~54.7% of its 1-month average). The $70 strike call expiring 11/21/2025 drew 1,744 contracts (~174,400 shares). TOST saw 38,180 contracts (~3.8 million shares, ~53.8% of its 1-month average). The notable activity centers on the $30 put expiring 11/07/2025 with 7,694 contracts (~769,400 shares).

Trump's Binance pardon: 'I don't know who he is' sparks crypto market chatter

November 3, 2025, 7:34 PM EST. Trump told 60 Minutes he doesn't know Changpeng Zhao (CZ), the Binance founder he recently pardoned, amid claims of political persecution by the Biden administration. Zhao pleaded guilty to a money-laundering-related charge and served four months; Binance was banned from operating in the U.S. The pardon has drawn scrutiny about crypto ties, including Binance's alleged role in a $2 billion World Liberty Financial stablecoin deal. World Liberty Financial was founded by Trump's sons; both they and Zhao have denied improper involvement. Trump said his sons are in crypto, not in government, and defended the pardon as a response to support for Zhao. The interview keeps the spotlight on crypto policy and political influence in the industry.

Nasdaq Reprimands TON Strategy Over Toncoin Purchase and Private Placement

November 3, 2025, 7:32 PM EST. Nasdaq issued a formal Letter of Reprimand to TON Strategy for two listing-rule violations tied to its August private placement and a July Toncoin purchase. Regulators found breaches of Rules 5635(a)/(b) related to a private placement that raised roughly 58.7 million shares and pre-funded warrants at $9.51, which Nasdaq said caused a change of control through the Executive Chairman's Kingsway Capital Partners stake (~19.99%) and leadership changes. A second violation centered on the $272.7 million Toncoin acquisition, funded in part by 48.78% of private-placement proceeds, triggering the need for prior shareholder approval under Rule 5635(a). Nasdaq deemed the violations unintentional; TON Strategy will remain listed.

Navan extends post-IPO selloff as shares slide after debut

November 3, 2025, 7:28 PM EST. Navan's post-IPO selloff deepened Monday as shares tumbled more than 10% on trading resumption, extending last week's 20% plunge. The decline follows Navan's Nasdaq debut amid investor concerns over timing, debt levels, and valuation after a $923 million IPO priced at $24 a share and a $6.2 billion valuation. The stock closed its first day down 20%, erasing over $1 billion in market value, and finished the week roughly a third below the $9.2 billion private round valuation in 2022. Despite buoyant tech markets, Navan was the lone company to list, facing regulatory headaches tied to a U.S. government shutdown and an exemption-based listing. Founded by Ariel Cohen and Ilan Twig, Navan offers an integrated corporate travel and expense platform, touting about 15% travel-cost reductions and expanding AI-driven service handling.

Cordani's $999.9K Insider Buy Led CI Directors' Top Purchase

November 3, 2025, 7:26 PM EST. Directors buying with conviction: The Cigna Group CEO David Cordani disclosed a near-$1 million purchase, buying 4,134 shares at $241.88 for a value of $999,916.21. This insider buy, dated 11/03/2025, follows a price action where CI traded around $239.51 to $246.32, with a last price near $246.32. Cordani's average cost sits at $241.88, suggesting a potential cost basis below market levels for motivated investors. The stock offers a dividend of $6.04 annualized (about a 2.5% yield) with an ex-date of 12/04/2025. This article is part of a series examining the largest insider buys by company directors over the past six months.

Glacier Bancorp (GBCI) Valuation in Focus After 15% Dip: Is the Stock Undervalued?

November 3, 2025, 7:24 PM EST. Glacier Bancorp (GBCI) has faced a rough month, down about 15.2% as sentiment in regional banks falters. The stock is down 1-year total return of -17.5% but preserves some longer-term gains, suggesting momentum may be fading. Based on current analyst models, GBCI trades substantially below a fair value of $53.83, with the last close around $40.85, implying meaningful upside if growth levers materialize. The stock trades at a PE ratio of 22.4x, richer than the US Banks average of ~11x and the sector fair multiple of 17.9x, hinting at premium pricing. Key growth drivers include investments in digital platforms, such as the new commercial loan system and enhanced treasury solutions, potentially boosting net margins and future margin expansion. Risks: acquisitions integration and slower loan growth in rural markets.

Cipher Mining Soars on AWS Deal Despite Q3 Miss

November 3, 2025, 7:20 PM EST. Cipher Mining (CIFR) jumped as much as 34% Monday after announcing a $5.5 billion AWS contract alongside a Q3 miss. The company's Bitcoin mining revenue grew year over year from $24.1 million to $71.7 million, and adjusted EPS swung to a $0.10 profit from a $0.01 loss, even as analysts expected $76.5 million and $0.11. The AWS deal with Amazon Web Services adds 15 years of data center capacity and power pricing for AI workloads starting in 2026, broadening Cipher's business into AI-focused data-center management with a crypto edge. Traders pushed the stock higher on the AI/data center expansion thesis, showing how a big deal can buoy shares despite earnings misses.

Monday Sector Laggards: Consumer Products and Materials Lead Declines

November 3, 2025, 7:18 PM EST. On Monday afternoon, Consumer Products stocks lead the decline at -0.5%, with GM down 3.6% and Lamb Weston (LW) off 2.1%. The iShares U.S. Consumer Goods ETF (IYK) is flat on the day and up 12.15% year-to-date, while GM is up 25.71% YTD and LW down 38.51% YTD. LW accounts for about 0.4% of IYK. In the Materials group, the sector falls 0.5% as FCX drops 2.6% and CE loses 2.1%. The Materials Select Sector SPDR ETF (XLB) is down 0.7% on the day and up 13.86% YTD. FCX and CE together make up roughly 7.0% of XLB. The S&P 500 sectors show two modest gains (Utilities +0.3%, Energy +0.3%) and several losses, including Consumer Products and Materials.

T-Mobile (TMUS) Crosses 2% Yield Threshold as Dividend Attracts Income Investors

November 3, 2025, 7:16 PM EST. Dividend Channel reports that TMUS shares are yielding above the 2% mark based on its quarterly dividend (annualized at $4.08). With the stock trading near $203.61, income-focused investors may weigh whether the dividend is sustainable given TMUS is a member of the S&P 500. The piece contrasts cash returns from dividends with long-run price movement, noting that a holder of the SPY would have seen modest price gains but meaningful dividend cash over 1999-2012, producing a total return of about 23.36% but only about 1.6% annualized after reinvesting. Dividend predictability varies; future yield depends on profitability and policy.

Air Products & Chemicals (APD) Clears 3% Yield Threshold

November 3, 2025, 7:12 PM EST. APD traded around $235.97 as its quarterly dividend, annualized at $7.16, pushing the yield above 3% for investors seeking income. Dividends have historically been a meaningful portion of total returns, as shown by the SPY example from 1999-2012, where $146.88 turned into $142.41 in price but $25.98 in dividends yielded a 23.36% total return, or about 1.6% per year after reinvestment. APD is a member of the S&P 500, and its dividend has grown for more than two decades, a hallmark of Dividend Aristocrats. For yield-focused readers, the current setup highlights the appeal of sustainable income in a large-cap, diversified industrial.

Corn Trading Higher at Midday on Strong Export Pace

November 3, 2025, 7:10 PM EST. Corn futures are trading higher at midday, with most contracts up about 3 to 4 cents. The CmdtyView national average cash price sits at $3.95 per bushel, up 3.5 cents. USDA data show weekly corn export shipments of 1.669 MMT (65.7 mbu) for the week ending Oct. 30, up about 34% from the prior week and more than double the same week last year. Mexico led destinations at 512,336 MT, followed by South Korea and Japan. Through Sept 1 for the 2025/26 marketing year, exports total 12.257 MMT (482.54 mbu), about 64% above last year. Also note AgRural's estimate that corn planting is 60% complete. Nearby futures reflect strength: Dec 25 corn $4.34 3/4, nearby cash $3.95, Mar 26 $4.47, May 26 $4.55 3/4.

Midday Cotton Edges Higher as Oil Gains and Dollar Edges Up

November 3, 2025, 7:08 PM EST. Midday trading sees cotton prices tick modestly higher, up about 2-5 points. Crude oil futures rise 31 cents to $61.29, while the U.S. dollar index edges up to 99.645. The Seam's Oct. 31 online auction sold 1,219 bales at an average of 62.50 cents per lb. The Cotlook A Index fell 95 points to 76.45 cents on Friday. ICE certified cotton stocks were steady at 13,749 bales as of 10/31. In the futures strip, Dec 25 Cotton is at 65.59 (up 5), Mar 26 at 66.78 (up 5), and May 26 at 67.92 (up 2).

Soybeans Rally on Monday as Front-Month Futures Jump; Export Sale Supports Prices

November 3, 2025, 7:07 PM EST. Soybeans are rallying to start the week, with front-month futures up about 22-24 cents and cash values near $9.73 3/4. Soymeal and soy oil are higher, as a private export sale of 165,000 MT supported sentiment. Weekly export inspections reached 485,216 MT, down 4.5% year over year but above last week, with China and Mexico as top destinations. The CFTC report shows managed money trimming net shorts while commercials pare net longs, hinting at lighter speculative positioning. Brazil's soybean planting pace is 0.9% per AgRural, below last year's 1.9%. Nov '24 soybeans trade around $10.34 3/4, while nearby cash sits at $9.73 3/4, with Jan and May futures near $10.50-$10.78.

Wheat Edges Higher at Midday on China Buying Interest; Export Inspections Jump

November 3, 2025, 7:04 PM EST. Midday gains led by CBT soft red wheat futures up 8-10c, KC HRW up 6-9c, and MPLS spring wheat up 2-4c. Export inspections show 350,293 MT shipped in the 10/30 week, up 30% WoW and 61% YoY, with Mexico as the top buyer, followed by Philippines and South Korea; total 11.825 MMT shipped in the marketing year, about 20% above last year. A Bloomberg note says China is looking to buy US wheat. SovEcon pegs the Russian wheat crop at 87.8 MMT for 2025/26. Futures prices: Dec CBOT $5.43 1/4, Mar CBOT $5.57; Dec KCBT $5.31 1/4, Mar KCBT $5.45 1/4; Dec MGEX $5.56 1/2, Mar MGEX $5.75.

London Stock Exchange Group LNSTY Short Interest Surges 48.4% in October

November 3, 2025, 7:02 PM EST. London Stock Exchange Group plc – Unsponsored ADR (OTCMKTS: LNSTY) posted a sharp rise in short interest in October, up 48.4% to 1,232,400 shares as of Oct. 15 from 830,700 on Sept. 30. The stock shows only about 0.1% of shares sold short and a short-interest ratio of 0.4 days based on ~3.18 million avg daily volume. LNSTY traded around $31.49, with a 12-month range of $27.50-$39.98; the 50-day MA is $30.11 and the 200-day MA is $34.40. The company recently paid a dividend of $0.124 per share. Analysts remain supportive, with BNP Paribas, Zacks, and Citigroup issuing Strong Buy or buy ratings, and MarketBeat assigning a Strong Buy consensus.

Dolby Laboratories (NYSE: DLB) Faces Weak Prospects as ROE Lags Industry; Stock Down 8.6%

November 3, 2025, 7:00 PM EST. Dolby Laboratories (NYSE: DLB) has slipped about 8.6% over the last three months amid a weaker ROE profile. The trailing twelve months to June 2025 show an ROE of 10% on US$2.6b equity, below the industry average of 13%. A five-year drop in net income of 3.6% aligns with the ROE gap, suggesting weaker capital efficiency and potential earnings constraints. By contrast, the broader industry posted 23% earnings growth, underscoring a widening gap. The company's earnings retention and capital allocation factors may be dampening growth, even as investors weigh the intrinsic value of DLB alongside a recent price decline.

IPO Genie ($IPO) Goes Live: The Biggest Crypto Presale of 2025

November 3, 2025, 6:56 PM EST. The biggest crypto presale of 2025 is live as IPO Genie ($IPO) launches, instantly making waves across X/Twitter and Telegram. Within 24 hours, the project reportedly raised millions, underscoring robust investor demand for early-stage crypto opportunities. Proponents describe the launch as a mid-2025 game changer that could bridge traditional investing with blockchain tech. Analysts forecast bold post-listing potential, with estimates of a 5x-10x run and rapid presale growth as phases sell out quickly. The project touts real utility-linking retail investors to early-stage tokens and IPO opportunities-plus a reward-driven model, transparent tokenomics, and a community-first approach. If momentum holds, IPO Genie may emerge as one of 2025's defining presales.

Cocoa Prices Rally as Bloomberg Commodity Index Inclusion Triggers Inflows

November 3, 2025, 6:54 PM EST. Cocoa futures rallied after the Bloomberg Commodity Index announced it will include cocoa for the first time in two decades, effective January. December ICE NY cocoa (CCZ25) and ICE London cocoa (CAZ25) surged about 6.5%, as passive funds reweight the market. Analysts estimate the BCOM's roughly 1.7% cocoa weighting could attract about $1.9 billion in futures buying over the next 80 days. The upturn comes with a softer supply backdrop: Ivory Coast exports fell 16% YoY, and ICE-monitored US cocoa inventories hit a 7-month low. Demand signals remain tentative: Hershey cited weak Halloween sales, while regional grindings were mixed. Nigeria's 2025/26 production is seen down ~11% YoY, hinting at tighter supply.

Sugar Prices Extend Higher on Short-Covering as Brazil Output Rises and Global Deficit Outlook Persists

November 3, 2025, 6:52 PM EST. Sugar prices extended a one-week high as short-covering re-emerged after last week's troughs. March NY #11 SBH26 and Dec London SWZ25 rose, reflecting a mix of higher Brazilian output and ongoing demand factors. Datagro pegs Center-South 2026/27 sugar output at a record 44 MMT, up ~3.9% y/y, while BMI Group and Covrig Analytics project global surpluses of 10.5 MMT and 4.1 MMT, respectively. Brazil's Unica reported October output up 1.3% y/y as mills crush a larger share of cane. India's monsoon, forecast bumper crops, and potential exports, along with a higher 2025/26 crop in Thailand, add to supply pressure. Yet the ISO's stance on a global deficit for 2025/26 keeps sugar in focus for investors.

Bread Financial Holdings: 1.47% Yield, Insider Buying and DividendRank Valuation

November 3, 2025, 6:50 PM EST. Bread Financial Holdings Inc (BFH) has drawn attention after an insider purchase by Director John J. Fawcett on 07/30/2025, buying 1,027 shares at $61.79. The stock recently traded around $63.31, modestly above the purchase price, providing a small total-return edge. BFH sports an annualized dividend of $0.92, with ex-date 11/07/2025, and a history of quarterly payments. DividendRank flags BFH as a value-oriented pick with solid profitability metrics and favorable long-term growth signals. The combination of insider buying and appealing fundamentals may make BFH worth further due diligence for income and value investors.

IREN Soars on Microsoft $9.7B AI Data Center Deal with Nvidia Chips

November 3, 2025, 6:48 PM EST. IREN jumped to record levels after announcing a $9.7 billion deal with Microsoft to supply Nvidia chips for its data centers over five years, paired with a roughly $5.8 billion Nvidia chip purchase from Dell Technologies. The Australian bitcoin miner-turned-AI infrastructure provider said it would finance the capex with a mix of cash, customer prepayments and operating cash flows, plus additional financing. The move underscores IREN's pivot into AI infrastructure and large-scale GPU deployments across a 3GW secured power portfolio in North America. With the deal, IREN is capitalizing on cloud AI demand while expanding its data-center footprint; the stock has surged roughly 600% in 2025, even as Microsoft shares largely stood pat.

Credicorp Valuation in Focus After Strong Rally: Is BAP Still Undervalued?

November 3, 2025, 6:46 PM EST. Credicorp (NYSE:BAP) has surged roughly 40%+ this year, driving a stronger uptrend in shareholder returns. The latest research points to a carefully balanced picture: a valuation narrative leaning toward undervalued with a fair value around $270.03, slightly above the recent close. The optimism rests on a more diversified, fee-generating, and digitally enabled business mix that could smooth earnings volatility and lift net earnings growth. Yet investors should weigh Peru political risks and the potential challenges from rapid expansion into higher-risk lending, which could temper gains. The stock remains a focal point for those seeking exposure to a growing financial franchise with improving fundamentals, though multiple and growth drivers may shift over time.

Coffee Prices Rise on Weather Risks as Brazil Drought and Vietnam Output Support Rally

November 3, 2025, 6:44 PM EST. Coffee futures firmed as weather risks and tight inventory dynamics supported prices. December arabica KCZ25 rose about 3.3% and January ICE robusta RMF26 gained roughly 3.2%. Below-normal rainfall in Brazil's Minas Gerais and a typhoon threat to Vietnam's robusta crop helped lift bids, while shrinking ICE inventories provided further support. The 50% US tariff on Brazilian coffee has tightened domestic supplies and fed market talk of a possible policy relief, complicating sentiment on arabica. Vietnam's ongoing export strength and a 2025/26 production outlook near a multi-year high underpin the robusta complex, though La Niña signals temper Brazil's next crop. Global export data from the ICO show ample shipments to date, keeping a lid on some gains while supply risks remain the key driver.

Dominion Energy (D) Declares $0.6675 Dividend; 4.5% Yield with Sustainability Questions

November 3, 2025, 6:42 PM EST. Dominion Energy, Inc. (NYSE:D) will pay a dividend of $0.6675 on December 20, yielding about 4.5%. Based on the payout, the payout ratio could sit near the mid-60s if the payout continues, a range some investors consider comfortable. However, the stock's dividend history has been unstable, with at least one cut in the last decade, which casts doubt on dividend sustainability. The company has shown EPS growth in recent years (about 12% annually over five years), while forecasts suggest next-year EPS could rise ~31.2%. If earnings accelerate but payouts remain high, the dividend could be harder to sustain, implying limited income growth potential and making Dominion Energy less attractive for pure income seekers.

Tech-led rally lifts markets as Lilly climbs; OpenAI deal shines

November 3, 2025, 6:40 PM EST. Tech stocks led Monday's action as the S&P 500 and Nasdaq nudged higher, with the Magnificent Seven outperforming – notably Amazon on a $38 billion OpenAI compute deal and Nvidia gains. The rally follows Jim Cramer's take that individual growth stories drive upside, not just index weights. Management-target revisions loom as Honeywell, DuPont spins wrap up and Solstice and Qnity price targets adjust. Lilly extended a post-earnings run, advancing into the high 800s after a plan to invest in a $3 billion Netherlands factory to boost oral medicines and GLP-1 franchises, signaling expansion of its global supply chain and production capacity.

Great-West Lifeco Preferred Series L Yield Tops 5.5% as Price Dips to $25.67

November 3, 2025, 6:38 PM EST. Great-West Lifeco Inc.'s Non-Cumulative First Preferred Shares, Series L (GWO-PRL.TO) yielded above 5.5% on Monday, based on an annualized dividend of $1.4125 and trading as low as $25.67. At last close, GWO-PRL.TO traded at roughly a 4.24% premium to its liquidation preference. The issue is non-cumulative; missed payments do not have to be paid in arrears before resuming a common dividend. On the day, GWO-PRL.TO was down about 1.5%, while the common shares (GWO.TO) rose about 0.3%.

Wells Fargo Series DD Preferred Yield Surges Past 6% as Price Dips

November 3, 2025, 6:36 PM EST. On Monday, Wells Fargo's 4.25% Dep Shares Non-Cumul Perp Cls A Preferred Stock Series DD (WFC.PRD) yielded above 6% based on a quarterly dividend of $1.0625 annualized, with trades as low as $17.65. That compares to the Financial category average yield of about 6.50% per Preferred Stock Channel. As of last close, WFC.PRD traded at a 29% discount to its liquidation preference, wider than the 9.1% category average. The shares are non-cumulative, meaning missed payments aren't carried forward and must be paid before any common dividends resume. In Monday trading, the preferred was down about 0.1%, while the common shares (WFC) rose roughly 0.5%. A dividend history chart and resources for high-yielding preferreds were referenced.

Public Storage's PSA.PRI Goes Above 6% Yield Threshold

November 3, 2025, 6:34 PM EST. Public Storage's 4.875% Cumulative Preferred Share of Beneficial Interest, Series I (PSA.PRI) yielded above 6% in Monday trading as its quarterly dividend of $1.2188 annualizes to that level. The issue traded as low as $20.22, supporting a yield above 6%. The Real Estate category's average yield stands at 7.86% per Preferred Stock Channel. As of last close, PSA.PRI was trading at an 18.44% discount to its liquidation preference, wider than the 12.26% average in Real Estate. Meanwhile, the common shares (PSA) were about 1% lower, and PSA.PRI slipped roughly 0.6% on the session. The story highlights how the preferred remains attractive relative to peers, with historical dividend actions shown in the chart.

Hartford Insurance Group's Series G Preferred Yields Above 6% as HIG.PRG Trades Near Premium

November 3, 2025, 6:32 PM EST. Hartford Insurance Group Inc.'s 6.000% Non-Cumulative Preferred Stock, Series G (ticker HIG.PRG) yielded above the 6% mark as shares traded around $24.91 on the day, based on its $1.50 annualized dividend. The move comes amid an average 6.50% yield in the Financial preferred stock category per Preferred Stock Channel. At last close, HIG.PRG traded at a 0.88% premium to its liquidation preference, versus the Financial category's 9.10% discount. Note the issue is non-cumulative, so missed payments aren't carried forward before any common dividend. In Monday trading, HIG.PRG rose about 0.7% while the common HIG was flat.

Notable Monday Options Activity in GOOG, GOOGL, and HOOD

November 3, 2025, 6:26 PM EST. Notable Monday options activity across GOOG, GOOGL, and HOOD. GOOG traded 109,576 contracts (≈11.0M underlying shares), about 53.2% of its 1-month average volume (20.6M). The highlight was the $295 strike call expiring Nov 07, 2025 with 16,273 contracts (≈1.6M shares). GOOGL posted 153,704 contracts (≈15.4M shares), about 47.9% of its 1-month average (32.1M). The standout was the $280 strike put expiring Dec 05, 2025 with 19,583 contracts (≈2.0M shares). HOOD saw 112,939 contracts (≈11.3M shares), roughly 44.6% of its 1-month average (25.3M). The active $150 strike call expiring Nov 07, 2025 totaled 5,772 contracts (≈577k shares).

Morning News Wrap-Up: Monday's Biggest Stock Market Stories!

November 3, 2025, 6:24 PM EST. Markets finished a cautious Monday as investors balanced mixed earnings with evolving macro signals. Stock indices drifted in narrow ranges while tech outpaced on AI optimism and cyclical names faced pressure from commodity swings. Traders parsed inflation data, Fed commentary, and guidance from key companies amid regulatory scrutiny in crypto and AI. Expect volatility to persist as earnings season unfolds and geopolitical headlines loom. On the risk side, the piece also warns that backtested performance from strategies is not a guarantee of future results, with fees, liquidity, and trading costs potentially altering outcomes.

SSII Crosses Below Key 200-Day Moving Average

November 3, 2025, 6:20 PM EST. SS Innovations International Inc (SSII) traded as low as $7.55 on Monday, dipping below its 200-day moving average of $7.83. The move left the stock about 6.2% on the session, with the last trade around $7.72. The 52-week range stands between $2.48 and $15.50. The chart shows a year of price action versus the MA, signaling a potential momentum shift as shares remain under the long-term trend. Traders may watch for near-term support near the 200-DMA or a rebound if buyers step in. The update also notes other names that recently crossed below their 200-day moving averages.

Nvidia adds nearly $100B in market cap amid AI infrastructure boom

November 3, 2025, 6:16 PM EST. Nvidia extended its rally as demand from the world's biggest cloud players and Meta drove the AI arms race. The stock surged again toward fresh records, lifting its market cap to around $5 trillion. With next week's earnings in view, analysts are likely to lift estimates and price targets; Loop Capital raised its PT to $350 from $250, citing a possible GPU ramp that could double unit shipments in 12-15 months with ASP expansion and stronger networking. Catalysts include Microsoft exporting Nvidia chips to the UAE, Amazon/OpenAI coming to AWS, and a Korean push to deploy hundreds of thousands of Nvidia GPUs across sovereign clouds and AI factories. Nvidia's OpenAI tie-up and bets on AI infrastructure highlight a trend where AI capacity overlaps with national security and global competitiveness.

Crude Prices Move Higher as OPEC+ Pauses Hikes for Q1-2026

November 3, 2025, 6:14 PM EST. Crude prices climbed today after OPEC+ announced a December production hike but paused hikes for Q1-2026. December WTI futures (CLZ25) rose about +0.57% and December RBOB (RBZ25) gained nearly +1%. Support came from supply concerns after a Ukrainian drone attack damaged a Russian oil port, plus talk of U.S.-Venezuela action. OPEC+ aims to restore most of the 2.2 mbpd cut made in early 2024, though a looming global surplus and the IEA's forecast of a 4.0 mbpd 2026 surplus argue for restraint. US inventories and output remained near record highs, while North American rigs edged lower. Traders will parse the December hike decision's implications for prices into Q1-2026 and the broader supply outlook.

KMB Among Latest 13F Filers: Who Holds Kimberly-Clark (KMB) Now

November 3, 2025, 6:12 PM EST. Kimberly-Clark Corp. (KMB) was held by 15 of the latest batch of 13F filers for the 09/30/2025 period, per Holdings Channel. Note that 13F filings disclose long positions but not shorts, so the full picture may be richer. Among the funds, several reported position changes: Folger Nolan Fleming Douglas Capital Management Inc. (-395 shares, -$118k), Annis Gardner Whiting Capital Advisors LLC (+487, +$53k), Investors Fiduciary Advisor Network LLC (-78, -$28k), New York State Common Retirement Fund (-20,000, -$4,084k), and others with smaller moves. The aggregate KMB share count among all filers fell by 417,801 shares, from 26,329,119 to 25,911,318, a decline of about -1.59%. The data show 6 funds increased while 9 decreased their KMB holdings in this batch.

Kimberly-Clark Stock Dives on $48.7B Kenvue Deal Amid Legal Risks

November 3, 2025, 6:09 PM EST. Kimberly-Clark (KMB) slid about 12.6% after unveiling a cash-and-stock deal to acquire Kenvue for roughly $48.7 billion. Under the terms, existing holders will own about 54% of the combined company, implying meaningful dilution. The market's reaction may reflect Kenvue's legal headwinds, including Tylenol autism claims and talc-cancer lawsuits, which raise risk for the merged entity. An investor-rights law firm has launched an inquiry into whether the merger is fair to KMB shareholders. Historically, KMB moves exceed 5% only rarely, so this drop stands out. The stock trades near $103, well below its 52-week high of $147.40. The year-to-date underperformance adds to the cautious read on the deal's strategic logic.

PFF Breaks Below 200-Day Moving Average, Dips Near $31

November 3, 2025, 6:04 PM EST. Shares of the iShares Preferred and Income Securities ETF (PFF) traded below its 200-day moving average of $31.06, dipping to $31.01. The ETF was down about 0.6% on the session. On a one-year view, PFF shows its performance against the 200-day moving average, with a 52-week range of $28.70 to $33.31 and a last trade near $31.02. A break below the MA can signal near-term weakness, though the price remains mid-range within the year's band. Traders may watch whether PFF can reclaim the 200-day moving average or test the 52-week low again.

Latest 13F Filers Hold IWD: 10 Funds Include iShares Russell 1000 Value ETF

November 3, 2025, 6:02 PM EST. Among the latest batch of 13F filings, IWD is held by 10 funds. The piece notes that 13F disclosures show long positions only, not shorts, so interpretation should be cautious. From 06/30/2025 to 09/30/2025, 3 funds increased IWD exposure, 4 trimmed, and 1 opened a new position. Across all funds reporting for 09/30/2025, aggregate IWD shares rose modestly by 45,074 to 21,839,248 (about +0.21%). The article argues that analyzing groups of filings, not individuals, can reveal practical ideas, such as allocations to the iShares Russell 1000 Value ETF (IWD), while warnings about long-only bias remain. We'll keep following the series for more signals.

Daily Dividend Report: AMGN, CSL, LDOS, ETR, ZION

November 3, 2025, 5:59 PM EST. Today's dividend snapshot covers five names: AMGN, CSL, LDOS, ETR, and ZION. Amgen declares a quarterly dividend of $2.38 per share, payable on Dec 12, 2025, to holders of record on Nov 21, 2025. Carlisle Companies proclaims $1.10 per share, payable Dec 1, 2025 with a record date Nov 14. Leidos Holdings raises its quarterly dividend to $0.43 per share, payable Dec 31, 2025; record date Dec 15. Entergy increases its dividend to $0.64 per share, payable Dec 1, 2025, with record Nov 13. Zions Bancorporation sets $0.45 per share, payable Nov 20, 2025, with record Nov 13.

Noteworthy Monday Option Activity: NFLX, META, KMB

November 3, 2025, 5:54 PM EST. Noteworthy option activity dominated the session with NFLX, META, and KMB seeing spikes in volume. In NFLX, total options traded reached 119,568 contracts (about 12.0 million underlying shares), more than 265% of its 1-month avg daily volume, led by the $1100 strike call expiring Nov 07, 2025 with 3,462 contracts (~346k shares). For META, options volume hit 423,742 contracts (~42.4 million shares), about 233% of the 1-month avg, led by the $660 strike call expiring Nov 07, 2025 with 13,521 contracts (~1.4 million shares). KMB showed 45,356 contracts (~4.5 million shares), about 175% of its 1-month avg, with notable activity in the $95 strike put expiring Mar 20, 2026 (3,450 contracts ~345k shares).

Stocks Mixed as AI Optimism Supports Markets; M&A Flows and Fed Talk Drive Caution

November 3, 2025, 5:52 PM EST. US equities drifted mixed as the S&P 500 eked out a 0.07% gain, the Dow Jones slipped 0.43%, and the Nasdaq 100 rose 0.33%. Futures show a tepid tilt, with December ES down 0.05% and NQ up 0.29%. AI optimism remained a driver after OpenAI reportedly secured substantial computing power from Amazon. In M&A, Kimberly-Clark announced a roughly $40 billion bid for Kenvue (the Tylenol-maker) using stock and cash, while Eaton agreed to buy Boyd's thermal business for $9.5 billion, a data-center related deal. On the policy front, Fed rhetoric from Miran and Goolsbee kept the market wary, with markets pricing roughly a 66% chance of a -25 bp cut at the Dec FOMC. The ISM data showed weakness in manufacturing, though the PMI remained mildly expansionary at 52.5.

Noteworthy Monday Option Activity: COST, NVDA, NOW Highlight Big Volume

November 3, 2025, 5:50 PM EST. Options activity on Monday shows notable volume in S&P 500 components COST, NVDA and NOW. COST traded 19,387 contracts today (about 1.9 million underlying shares), roughly 83.8% of its 1-month average volume of 2.3 million shares. The standout was the $900 put expiring Nov 7, 2025, with 780 contracts (about 78,000 shares). NVDA moved 1.5 million contracts today, about 145.3 million underlying shares and 81.1% of its 1-month ADV of 179.1 million. The $210 call expiring Nov 7, 2025 led with 138,820 contracts (roughly 13.9 million shares). NOW posted 10,101 contracts (~1.0 million shares), around 76.5% of its 1-month ADV; the $890 put expiring Nov 7, 2025 traded 963 contracts (~96,300 shares).

Noteworthy Monday Options Activity in PLTR, AAPL, MSFT

November 3, 2025, 5:48 PM EST. Palantir Technologies (PLTR) dominated Monday's options flow with 428,935 contracts traded, about 42.9 million underlying shares and 95.7% of its 1-month ADV. The standout strike was the $205 call expiring 11/07/2025, with 23,055 contracts (~2.3 million shares). Apple (AAPL) followed with 453,094 contracts (~45.3 million shares; ~94.7% of 1-month ADV), led by the $270 call expiring 11/07/2025, at 33,002 contracts (~3.3 million shares). Microsoft (MSFT) posted 183,690 contracts (~18.4 million shares; ~89.7% of ADV), led by the $530 call expiring 11/07/2025, at 13,517 contracts (~1.4 million shares). For more expirations, see StockOptionsChannel.com.

Noteworthy Monday Option Activity: BA, LVS, AZO

November 3, 2025, 5:46 PM EST. Monday's notable options flow centers on three S&P 500 names: BA, LVS, and AZO. Boeing saw 62,193 options contracts today (~6.2 million underlying shares), about 75.4% of its 1-month ADV. The standout: the $210 strike call expiring Nov 07, 2025 with 5,068 contracts (~506,800 shares). Las Vegas Sands traded 45,069 contracts (~4.5 million shares), about 73.8% of its ADV, led by the $63 strike call expiring Nov 07, 2025 with 11,045 contracts (~1.1 million shares). AutoZone moved 944 contracts (~94,400 shares, 71.6% of ADV). The large interest includes the $6000 strike call expiring Dec 18, 2026 with 112 contracts (~11,200 shares). Charts show 12-month history with the strikes highlighted.

Notable Monday Option Activity: AMZN, TSLA, COIN

November 3, 2025, 5:44 PM EST. Today's notable Monday option activity focused on AMZN, TSLA, and COIN. AMZN saw 865,653 contracts traded (~86.6 million underlying shares), about 162% of its 1-month ADV. The standout was the $260 strike call expiring Nov 7, 2025, with 58,088 contracts (~5.8 million shares). TSLA traded about 1.2 million contracts (~121 million shares), roughly 145.5% of its 1-month ADV, led by the $470 strike call expiring Nov 7, 2025 with 59,577 contracts (~6.0 million shares). COIN recorded 93,528 contracts (~9.4 million shares), about 100.3% of its 1-month ADV, with the $500 strike call expiring Jan 16, 2026 at 4,208 contracts (~420,800 shares). For all expirations, visit StockOptionsChannel.com.

Noteworthy Monday Option Activity: MU, YUM, TTWO

November 3, 2025, 5:42 PM EST. Options activity on MU, YUM and TTWO showed notable volume today. Micron Technology (MU) saw about 138,110 contracts traded, roughly 13.8 million underlying shares, equal to 60.7% of its 1-month average volume of 22.8 million. The standout was the $300 strike call expiring Jan 16, 2026 with 5,125 contracts (≈512,500 shares). Yum! Brands (YUM) posted 9,059 contracts (~905,900 shares), about 55.1% of its 1-month ADV of 1.6 million. The top name was the $130 strike put expiring Nov 21, 2025 with 4,082 contracts (≈408,200 shares). Take-Two Interactive (TTWO) showed 6,578 contracts (~657,800 shares), about 53.3% of its ADV. The $215 put due Dec 12, 2025 had 3,647 contracts (~364,700 shares).

Should You Buy AMD Stock Before Tuesday? Q3 Outlook and Personal Strategy

November 3, 2025, 5:38 PM EST. AMD stock has surged this year, and in this update I share my AMD third-quarter (Q3) outlook and what I might do with my shares. The short video breaks down the catalysts behind the rally, what a prudent investor should watch for in the upcoming results, and whether to add or trim exposure ahead of the report. Viewers are encouraged to subscribe and check the special offer link. Note the disclosures: Neil Rozenbaum has positions in Advanced Micro Devices; The Motley Fool holds positions and has a disclosure policy; he is an affiliate and may be compensated for subscriptions. Opinions are his own.

Is Alphabet Stock Still a Top Buy? Cloud Backlog, Motley Fool Picks, and GOOG/GOOGL Outlook

November 3, 2025, 5:36 PM EST. Alphabet (GOOG, GOOGL) reported a $155 billion cloud backlog, signaling expanding capacity and a push into cloud services. Yet the question for investors is whether Alphabet remains a top buy, as a Motley Fool analyst team's Stock Advisor picks list shows Alphabet was not among the 10 stocks to buy now. The piece recalls how early recommendations like Netflix (2004) and Nvidia (2005) would have turned $1,000 into substantial sums, illustrating the potential upside of timely tips. While Stock Advisor touts a long-running, overweight performance versus the S&P 500, disclosures note that Parkev Tatevosian has positions in Alphabet and that The Motley Fool also holds positions and promotes Alphabet.

S&P 500 Eyes 7,000 as November's AI-Fueled Rally Signals Momentum

November 3, 2025, 5:34 PM EST. The S&P 500 is cruising toward 7,000 as November-historically a strong month-promises continued upside. Since 1927, November posts a gain roughly 59% of the time, with the index averaging about +1.01%, and other gauges like the Nasdaq 100 and Russell 2000 outperforming. In the first year of a U.S. presidential cycle, November has shown strength too. AI stocks are driving leadership, with Nvidia, Microsoft, Amazon, and Alphabet among key beneficiaries after major AI announcements, while the AI rally remains narrow as breadth widens concerns. Earnings season supports sentiment, with over 300 S&P 500 members reporting and roughly 80% beating expectations. Traders weigh the AI acceleration against broader market breadth and upcoming data.

Palantir Q3 Earnings in Focus as AI-Defense Rally Confronts Government Shutdown Risk

November 3, 2025, 5:32 PM EST. Palantir (PLTR) is set to report third-quarter earnings after the bell, testing the stock's recent rally. The shares have surged more than 28% since August, outpacing broader tech gains. Analysts expect revenue of about $1.09 billion for the September quarter, up about 50% year over year, with $599 million from government contracts and roughly $491 million from the US commercial segment. Adjusted EPS is seen around $0.17. Options traders anticipate moves of up to ±9% post-earnings, though past results have produced larger swings. Investors will scrutinize the potential impact of a government shutdown on Q4 guidance. Palantir has climbed roughly 170% year-to-date, driven by AI-defense demand and government deals, including earlier contracts with the Israeli military and ICE.

Nasdaq Proposes Tighter Delisting Rules: Immediate Suspension and OTC Risk

November 3, 2025, 5:30 PM EST. Nasdaq has unveiled a proposal to tighten listing compliance by eliminating most cure periods for certain non-compliant issuers. The key shift: immediate suspension and possible delisting when a company both misses a numeric requirement (e.g., bid price, equity, net income) and has a Market Value of Publicly Held Shares (MVPHS) below $5 million for ten consecutive trading days. The current stay on delisting during appeals would be removed in these cases, pushing trading to the OTC market while appeals proceed. Rule changes target Nasdaq Listing Rules 5810(c)(2)(A)(i), 5810(c)(3), and 5815. While appeals remain possible, the loss of the stay could cause rapid liquidity and reputational damage. If approved by the SEC, the rules would take effect for new notices 60 days after approval, with a December 2025 deadline looming.

OPEC+ to raise December output by 137,000 b/d but pause through Q1 2026; oil markets reassess

November 3, 2025, 5:24 PM EST. Eight OPEC+ members agreed to raise December output by 137,000 barrels per day, while signaling a pause in rate changes through the first quarter of 2026. The decision comes as global oil futures retreat-Brent and WTI fell modestly-as markets weigh a looming glut next year and the impact of sanctions on Russia's Rosneft and Lukoil. The unwinding of cuts totals about 2.91 million b/d since April, highlighting a shift toward restoring market share. Analysts say the pause is a strategic move to preserve prices and project unity within the bloc, buying time to gauge how sanctions play out on Russian barrels. The development adds uncertainty to the oil complex, with traders watching seasonality, demand trends, and the potential for further volatility in early 2026.

Kimberly-Clark to Acquire Kenvue for Over $40B, Reshaping Consumer Health

November 3, 2025, 5:22 PM EST. Kimberly-Clark announced plans to acquire Kenvue for more than $40 billion, creating a combined group expected to generate about $32 billion in annual revenue. The deal hinges on shareholder and regulatory approvals and is slated to close in the second half of 2026. Kenvue, spun off from Johnson & Johnson in 2023, houses brands such as Tylenol, Band-Aid, Zyrtec, Listerine, and Neutrogena. The transaction arrives amid ongoing controversy around Tylenol that management says won't derail the deal's value. In early trading, Kimberly-Clark shares dipped while Kenvue stock jumped after the announcement. Jon Halvorson was named Chief Digital and Marketing Officer of Kenvue, effective Nov. 17.

AMH Hits Oversold RSI 29.8: Potential Buy Signal for American Homes 4 Rent

November 3, 2025, 5:20 PM EST. Legendary investor Warren Buffett cautions to be fearful when others are greedy. For American Homes 4 Rent (AMH), the RSI dipped into oversold territory at 29.8 on Monday, with the stock trading as low as $31.01. By comparison, the SPY RSI stood around 61.3, signaling broader momentum. The reading could imply that recent selling is exhausting and may set up a short-term buying opportunity for AMH. The chart places AMH's 52-week range low at $31.01 and high at $39.49, versus a last trade near $31.53. Investors might wait for a confirmation before entering, mindful that an oversold condition does not guarantee a rebound.

Tripadvisor (TRIP) Falls Below 200-Day Moving Average

November 3, 2025, 5:18 PM EST. Tripadvisor Inc. (TRIP) slid below its 200-day moving average of $15.59 on Monday, trading as low as $15.39. The shares were down about 3% for the session. The chart shows the stock's one-year performance versus the 200 DMA, with a 52-week range of $10.43 to $20.16 and a last trade near $15.67. A cross below the 200 DMA can signal a near-term momentum shift, though traders will watch how the price handles the area around $15.59. If the area holds, a bounce could follow; if not, further weakness could unfold as investors reassess the setup.

Lowe's (LOW) RSI Drops to 27.2, Enters Oversold Territory

November 3, 2025, 5:16 PM EST. Legendary investor Warren Buffett's maxim aside, Lowe's Companies Inc (LOW) slipped into oversold territory as its Relative Strength Index (RSI) tumbled to 27.2 on Thursday. The stock traded as low as $224.07, well below the 52-week high of $263.31 and near the year's lows. Compared with the SPDR S&P 500 ETF (SPY), which posted an RSI of 36.3, LOW's momentum appears more negative in the near term. An oversold reading like 27.2 can be read as a sign that the recent selling pressure could be stabilizing, potentially creating an entry point for a rebound. The chart shows LOW's 52-week range from a low of $150.84 to a high of $263.31, with the latest trade around $223.93. Investors are watching for follow-through moves.

Dollar Edges Higher as Yields Rise; PMI Data and ECB Divergence Shape the Outlook

November 3, 2025, 5:14 PM EST. The dollar edged higher (+0.06%) as the 10-year yield rose ~2.5 bps, lifting rate differentials. Powell's warning that a December cut isn't guaranteed keeps the Fed in view. Data were mixed: the ISM manufacturing PMI slipped to 48.7 (miss) while the final Oct PMI rose to 52.5, offering mixed signals. Fed Governor Miran urged a less restrictive stance, easing some hawkish pressure. Amid ongoing government shutdown concerns, markets still priced roughly a 66% chance of a 25 bp FOMC cut in December. EUR/USD weakened on dollar strength, with ECB divergence supportive for the euro. Gold (+0.99%) and silver (+0.53%) found support, though higher yields remain a headwind. USD/JPY consolidated below an 8.5-month high, as the yen remained fragile amid political uncertainty.

Nasdaq Warns TON Strategy Over $558M PIPE for Toncoin Purchase

November 3, 2025, 5:12 PM EST. TON Strategy (formerly Verb Technology) drew a warning from Nasdaq for violating shareholder approval rules after privately raising about $558 million via a PIPE to buy Toncoin. Nasdaq said the company did not intentionally evade compliance, but failed to obtain required approvals for both the PIPE and a later Toncoin purchase with proceeds, and opted for a warning rather than delisting. The episode underscores how, in crypto-fueled moves, firms rush into large crypto treasuries to lift stock price. The stock rose past $22 on the pivot before fading, and the shares are reported to have fallen more than 80% from the highs as hype faded and volatility persisted.

LivaNova (LIVN) Undervalued After Dip: Fair Value Near $65 Signals Upside

November 3, 2025, 5:08 PM EST. LivaNova's stock slid slightly this week to $52.63, but year-to-date gains of about 12.8% and a strong 90-day rise of 23.5% keep investors watching. The shares trade roughly 23% below the consensus analyst target, which supports an undervalued thesis. A rising total-return profile (1-year at ~7.4%) and catalysts from clinical innovations – notably VNS data in epilepsy and depression, the launch of next-gen OSA neurostimulation (p-HGNS), and Essenz platform upgrades – point to potential growth and pricing power. However, risks from global cost pressures and possible product-approval delays temper expectations. The reported fair value of about $65 implies meaningful upside if momentum and margins sustain. Investors should weigh near-term catalysts against execution risks and market sentiment.

Trump says he knows nothing about Binance founder CZ after pardon sparks crypto scrutiny

November 3, 2025, 5:03 PM EST. President Donald Trump said he knew nothing about Changpeng Zhao, the Binance founder who received a pardon last month, hinting at the political entanglements surrounding crypto. CZ's ties to the Trump orbit-through World Liberty Financial, a firm associated with the president's sons' ventures-are highlighted as the interview raises questions about conflicts of interest and transparency in crypto pardons. Zhao pleaded guilty in a 2023 deal tied to money-laundering probes; Binance faced roughly $4 billion in fines, Zhao personally about $50 million. The episode underscores lingering regulatory scrutiny and how political misgivings about crypto could shape policy and market sentiment, even as the space remains volatile and investors weigh governance risks.

Lambda-Microsoft Strike Multibillion-Dollar AI Infrastructure Deal Backed by Nvidia GPUs

November 3, 2025, 5:00 PM EST. Cloud services startup Lambda and tech giant Microsoft unveiled a multibillion-dollar deal to build AI infrastructure powered by tens of thousands of Nvidia GPUs. The pact extends a relationship dating to 2018 as Lambda, which rents out AI servers and provides tooling for training and deploying AI models, expands capacity for enterprises using AI services like chatbots. The infrastructure will deploy the NVIDIA GB300 NVL72 systems across Lambda's data centers. CEO Stephen Balaban said the move underscores the surge in demand for AI tooling. Lambda also announced plans for an AI factory in Kansas City in 2026, starting at 24 MW with potential to scale beyond 100 MW. The partnership highlights Nvidia's GPUs as a cornerstone of the ongoing AI infrastructure buildout.

Lambda inks multi-billion-dollar deal with Microsoft to deploy Nvidia GPUs

November 3, 2025, 4:58 PM EST. Lambda, a cloud startup, has disclosed a multi-billion-dollar agreement with Microsoft to deploy tens of thousands of Nvidia GPUs for AI workloads. The company did not specify a deal value or deployment timeline. The pact signals growing enterprise demand for scalable AI acceleration and could buoy adjacent tech ecosystems, even as investors await more details. The collaboration positions Microsoft as a key customer for Lambda's cloud services and reinforces Nvidia's expanding role in AI infrastructure. Analysts will be watching for procurement timelines, integration costs, and potential impact on Lambda's balance sheet.

Breadth at its lowest since 2003 as market hits all-time highs

November 3, 2025, 4:56 PM EST. Weak breadth is flashing a cautionary signal as October closes at all-time highs with the S&P 500 up more than 16% YTD. The market cap-weighted SPY has led while the equal-weighted RSP shows breadth at its lowest since 2003, signaling a narrow rally. Analysts warn that a one-sided move can keep running until a catalyst appears, but the risk of a pullback grows when only a subset leads. JC O'Hara notes just 40% of stocks are above their 50-day moving average, and JPMorgan's Jason Hunter says a thin rally historically loses steam, though the AI theme could extend the run. Investors should stay vigilant and ready for a potential reversal.

RUDH:CA Stock Analysis – AI Signals, Buy near 27.27 with 27.13 stop

November 3, 2025, 4:54 PM EST. On November 3, 2025, RBC Quant U.S. Dividend Leaders (CAD Hedged) ETF (RUDH:CA) release highlights AI-generated signals for traders. The displayed trading plan targets a long position with a buy near 27.27 and a defined stop loss at 27.13; there are no short plans currently. The issuer presents an updated time-stamped signal set and an AI-driven rating grid: near-term: Strong, while mid-term and long-term ratings are listed as Weak. Investors can examine the CAD-hedged exposure and the accompanying chart for RUDH:CA, noting that AI-generated signals underpin the latest guidance. This snapshot emphasizes careful entry levels and risk controls around the ETF.

OFG Bancorp (NYSE:OFG) Valuation Supported by Strong Earnings and Buyback

November 3, 2025, 4:50 PM EST. OFG Bancorp (NYSE:OFG) just posted higher net income and net interest income, and completed a share buyback tranche. The update notes a modest rise in net charge-offs but shows resilience as the stock has fallen year-to-date. The latest narrative pins a fair value around $50, labeling the stock as UNDERVALUED and hinting at upside from digital banking growth, efficiency gains, and potential margin expansion. Yet risks remain, including reliance on Puerto Rico's economy and rising competition that could pressure growth. Long-term investors have still enjoyed robust returns (3- and 5-year TSR), though the near term asks whether the pullback already prices in future earnings power. Readers are urged to build their own view and assess the earnings power and margin trajectory behind OFG's narrative.

SouthState Bank (SSB) Oversold RSI Signals Potential Entry Point Amid DividendRank Strength

November 3, 2025, 4:48 PM EST. SouthState Bank Corp (SSB) earns a place in Dividend Channel's DividendRank in the top 25% of its coverage universe, signaling strong fundamentals and attractive valuation. On Monday, SSB traded as low as $87.02, slipping into oversold territory with a RSI of 29.4. Relative to the dividend universe, which shows an average RSI of 43.9, SSB's pullback could create a higher yield for yield-focused investors. With an annualized dividend of $2.40 per share, the current yield is about 2.71% based on the recent $88.65 price. A bullish idea could be that the RSI dip reflects exhausted selling and a potential entry point, though investors should review dividend history and other fundamentals before buying.

Amazon Stock Surges to Fresh High on $38 Billion OpenAI Cloud Deal

November 3, 2025, 4:46 PM EST. Amazon jumped to a record high after revealing a $38 billion, seven-year cloud computing deal with OpenAI, granting OpenAI access to AWS's vast Nvidia chip pool. Shares neared record levels and were up about 5% in afternoon trading, helping Amazon extend gains in 2025 (roughly 17%). Analysts note the deal underscores a wave of AI infrastructure spending lifting technology stocks, though some warn of a bubble risk. AWS CEO Matt Garman touted OpenAI's use of AWS as a backbone for AI ambitions, while OpenAI CEO Sam Altman called the partnership a step toward broadening access to advanced AI. The move highlights AWS's cloud leadership and the growing role of AI tooling in driving cloud demand.

Adeia (ADEA) Enters Oversold Territory as DividendRank Signals Opportunity

November 3, 2025, 4:44 PM EST. Adeia Inc (ADEA) appears on Dividend Channel's radar with a DividendRank in the top 25% of the coverage universe, signaling strong fundamentals paired with an inexpensive valuation. On Tuesday, ADEA traded as low as $9.59 and slipped into oversold territory, with an RSI of 28.2. By contrast, the Dividend Channel universe shows an average RSI around 52.4, underscoring momentum dispersion. The stock's trailing annual dividend of $0.20 per share yields roughly 1.71% at the recent price of about $11.68. Some investors may view the oversold RSI as a potential entry point, speculating that selling could exhaust itself. Prospective buyers should examine the dividend history and sustainability, as dividends aren't guaranteed and require careful fundamental review.

YieldBoost Williams-Sonoma With January 2028 Covered Calls: From 1.4% Dividend to 6% Yield

November 3, 2025, 4:42 PM EST. Investors seeking higher income on Williams-Sonoma (WSM) can consider selling the January 2028 covered call at the $290 strike. With a $19.50 bid, the premium annualizes to about 4.6%, boosting the base dividend yield to roughly 6% if the shares stay below $290. If the stock is called away, upside above $290 is captured in the premium, yielding about 62.5% from current levels at the call threshold, plus any dividends received. The plan rests on the 1.4% dividend and on Williams-Sonoma's implied volatility around 49%. Risks include giving up upside beyond $290 and dividend variability. As always, compare premiums, volatility, and fundamentals to decide if the YieldBoost fits your portfolio.

Microsoft Signs $9.7B Nvidia-Chip Deal With IREN to Boost AI Compute Capacity

November 3, 2025, 4:40 PM EST. Microsoft has struck a five-year, $9.7 billion deal with data-center operator IREN to secure long-term access to Nvidia high-performance AI chips and computing infrastructure. The pact aims to alleviate chip and capacity shortages that have slowed AI expansion, with IREN providing facilities and power and integrating Nvidia's GB300 processors via a $5.8 billion supply arrangement with Dell Technologies. Investors reacted: IREN shares jumped more than 20% in premarket trading; Dell rose about 5%. The contract, financed in part by a Microsoft prepayment, covers phased chip deployment through 2026 at IREN's Texas data-center campus. For Microsoft, the deal accelerates AI scaling while reducing capital costs, and IREN's renewable-powered infrastructure aligns with Microsoft's sustainability goals.

Kimberly-Clark to Acquire Kenvue in $48.7 Billion Deal

November 3, 2025, 4:38 PM EST. Kimberly-Clark (KMB) announced a $48.7 billion deal to acquire Kenvue (KVUE), creating a combined portfolio of everyday health and consumer staples. Shareholders will receive $3.50 in cash and 0.15 Kimberly-Clark shares for each Kenvue share, valuing the deal at about $21 per KVUE. In premarket trading, KVUE jumped roughly 18% while KMB slid about 12%. The tie-up broadens Kimberly-Clark's reach in health-forward products and higher-growth, higher-margin categories, while Kenvue, spun off from Johnson & Johnson in 2023, gains scale and distribution. If approved by regulators, the merger would unify brands like Tylenol, Huggies, and Kleenex under one company. The transaction is expected to close next year, subject to regulatory approvals.

Tikehau Capital (TKO): Valuation in Focus After Recent Share Decline

November 3, 2025, 4:36 PM EST. Shares of Tikehau Capital (ENXTPA: TKO) have slipped about 6% in the last month, carving out a cautionary backdrop for the diversified financier. Year-to-date, the stock is down roughly 14%, with a 1-year TSR near -11.5%, highlighting shifting investor sentiment. Analysts currently peg a fair value around €24.18 versus a last close of €18.02, implying potential upside if growth and margins materialize. Yet a contrasting view from the SWS DCF model puts fair value at €9.93, suggesting the stock could be overvalued depending on assumptions. Bulls point to expanding international inflows – about 80% of net inflows – and geographic expansion into Asia as catalysts for AUM and fee-related earnings growth. Downside risk remains if private markets stay weak, underscoring a nuanced valuation narrative.

The stock market's AI-fueled rally has 3 warning signs investors should watch for

November 3, 2025, 4:34 PM EST. Investors riding the AI-fueled rally should watch three warning signs: 1) valuation expansion that outpaces earnings growth, 2) narrow market breadth where a handful of names drive gains, risking a sharp pullback, and 3) rising volatility and sentiment risk that could betray underlying fragility. Despite broad tech optimism, many indices show fatigue as participation thins. A shift from risk-on to more selective bets-along with earnings revisions and potential regulatory headwinds-could precede a pullback. Practically, stay disciplined with diversification, stop-loss discipline, and dose your exposure to AI headlines versus fundamentals.

Stocks Rally on M&A and AI Optimism as Markets Brace for Fed and Earnings

November 3, 2025, 4:32 PM EST. US stocks hover near session highs on fresh M&A and ongoing AI optimism, with the S&P 500 modestly higher while the Dow fades and the Nasdaq 100 advances. December futures show added gains as traders weigh a roughly two-thirds chance of a December rate cut. Data items are mixed: the final October PMI rose to 52.5, while the ISM manufacturing index slipped to 48.7 and the Prices Paid index fell to 58.0. Major deals include Kimberly-Clark's roughly $40 billion bid for Kenvue and Eaton's $9.5 billion purchase of Boyd's thermal unit. Market headlines also focus on Supreme Court arguments over Trump's tariffs and the potential for refunds if they're struck down. Earnings season remains active, with about 136 S&P 500 members reporting this week.

Guggenheim calls Oracle a 'decade stock' on AI push amid near-term headwinds

November 3, 2025, 4:30 PM EST. Guggenheim's John DiFucci calls Oracle (ORCL) a decade stock anchored by a massive AI training and inferencing opportunity that could expand its cloud/database business. Oracle has fallen about 9% in the past month on heavy capex and concentration risk, yet is up roughly 75% over six months and 57% YTD. The firm points to durable tech advantages (RAC) for AI workloads and noncancelable contracts at signing to lock in GPUs and data-center access. Financing the expansion remains uncertain, with debt, vendor funding, or equity on the table and a 12-18 month runway before cash outflows hit. OpenAI concentration adds risk. Targets through FY2030 include an AI data platform near $20B in revenue and sustained EPS growth, albeit with near-term margin pressure.

Franklin Electric FELE Breaks Below 200-Day Moving Average

November 3, 2025, 4:28 PM EST. Franklin Electric Co., Inc. (FELE) slipped below its 200-day moving average of $95.56 on Monday, trading as low as $94.58. The stock was down about 1.1% on the day, with the last trade near $95.58. The break comes as FELE eyes a potential test of support near the 200-day line; the shares sit near their 52-week low of $82.61 after a $107.89 52-week high in the past year. Traders will watch whether the move sustains and how near-term sentiment develops in light of the broader market backdrop.

CLOA Crosses Below 200-Day Moving Average, Drops to $51.70

November 3, 2025, 4:26 PM EST. Shares of the iShares AAA CLO Active ETF (CLOA) traded as low as $51.70 after crossing its 200-day moving average of $51.77 on Friday, fading about 0.4% for the session. The chart tracks CLOA's one-year performance versus the MA line, showing the latest action near the 52-week low/high of $50.61 to $52.05. The last trade stood at $51.70. The report also notes a link to additional ETFs that recently crossed below their 200-day moving averages. Note: The views are those of the author and not necessarily Nasdaq, Inc.

YieldBoost AAON to 16.5% with April 2026 Covered Call

November 3, 2025, 4:24 PM EST. Investors in AAON, Inc. can boost income by selling the April 2026 covered call at the $115 strike. With a $7 bid premium, the approach yields about 16.1% extra annualized return (the YieldBoost), for a total near 16.5% if the stock stays below the strike. If AAON rises above $115, the upside is capped and the shares could be called away; the stock would need about 19.6% upside to be called, implying a potential total of about 26.9% return including dividends. AAON's current dividend is small (~0.4%). The analysis notes that dividends are not guaranteed and volatility (about 62% trailing twelve month) affects premiums. As always, this is a tradeoff between higher income and capped upside.

HWKN Drops Below 200-Day Moving Average, Sinks Toward Lows

November 3, 2025, 4:22 PM EST. Shares of HWKN (Hawkins Inc) slipped below their 200-day moving average of $139.64 on Monday, trading as low as $130.90 and finishing the session down about 6.7%. The move marks a potential technical hurdle as the stock trades below the widely watched indicator. Over the past year, HWKN has traded between a 52-week high of $186.15 and a 52-week low of $98.30, with the latest print near $132.46. Traders will watch whether the pullback attracts buyers or signals further weakness, especially if the stock fails to reclaim the 200-day moving average. Volume and catalysts around Hawkins' fundamentals could shape any near-term rebound or continuation of the slide.

Kimberly-Clark to acquire Kenvue in $48.7B consumer health merger reshaping the industry

November 3, 2025, 4:18 PM EST. Kimberly-Clark will buy Johnson & Johnson's consumer health spinout Kenvue for $48.7 billion, creating a consumer health conglomerate with expected annual revenue around $32 billion. The deal places emphasis on Tylenol's future amid litigation and regulatory questions, including talc-related liabilities outside the U.S. and Canada and a petition for FDA labeling on pregnancy risks. Management framed the move as a generational value creation opportunity, citing rigorous board scrutiny and scientific input. Closing is targeted for H2 next year, with Kenvue investors getting $3.50 per share plus 0.14625 Kimberly-Clark shares, valuing Kenvue at about $48.7B. Market reaction showed Kenvue up ~15% and Kimberly-Clark down ~13%, reflecting the reshaped ownership and flagging integration risks. Brands involved include Tylenol and Kimberly-Clark staples such as Huggies and Kleenex.

Microsoft's $9.7B IREN deal underscores bitcoin miners' AI pivot fueling data-center boom

November 3, 2025, 4:14 PM EST. Microsoft signed a near-$10 billion deal with Iris Energy (IREN) to access data-center capacity for AI workloads, marking a major pivot from crypto mining to artificial intelligence. Under a five-year pact, IREN will supply Nvidia chips at its Childress, Texas facility, making Microsoft its largest customer. IREN's stock jumped as much as 10% and is up ~580% this year. The move mirrors a broader shift by miners like Riot (RIOT), TeraWulf (WULF) and Cipher Mining (CIFR) toward high-performance computing and AI infrastructure. Bernstein says bitcoin miners are now "an integral part of the AI value chain," while the sector's margins face pressure from halving and energy costs. IREN aims to expand its AI cloud business while winding down expansion of mining.

Seres Group IPO raises HK$14.3 billion in Hong Kong listing

November 3, 2025, 4:12 PM EST. Seres Group has raised HK$14.3 billion ($1.8 billion) through a Hong Kong IPO, selling about 108.6 million shares at HK$131.50 each. The deal was priced at the top end of the range and boosted by an 8.4% overallotment. The IPO price represents a 22% discount to the Shanghai close on October 31. New HK shares are slated to begin trading on 5 November 2025. The listing marks the eighth Hong Kong deal over $1 billion this year. Sponsored by China International Capital and China Galaxy Securities, Seres seeks to strengthen its balance sheet amid a fierce BEV price war. Seres' EV arm, Seres Automobile, raised up to RMB 5 billion in a Series E announced in June.

Pine Labs IPO: Global fintech push despite ~40% valuation cut

November 3, 2025, 4:10 PM EST. Pine Labs is going public at roughly ₹254 billion (about $2.9 billion) at the top of a ₹210-₹221 per share range, about 40% below its 2022 private valuation. The Indian merchant-fintech is trimming its primary offering by 20% and cutting the offer for sale by 44%, with existing investors like Peak XV, Temasek, PayPal and Mastercard selling part of their stakes. CEO Amrish Rau says the pricing preserves goodwill and investor support as Pine Labs aims for global expansion beyond its 20 countries and 6 billion transactions. Revenue anchors on digital infrastructure and transaction services (~70%), while issuing/acquiring accounts for ~30%.

HDV Enters Oversold Territory as RSI Dips to 29.95

November 3, 2025, 4:08 PM EST. In Thursday trading, the iShares Core High Dividend ETF (HDV) dipped into oversold territory after RSI hit 29.95, below the 30 threshold. The S&P 500 RSI sits around 31.7. A reading under 30 can signal exhausted selling and potential entry points for bullish investors. HDV traded as low as $97.51, with the 52-week range at a low of $93.48 and a high of $110.91. The latest quote was around $98, down roughly 2.1% on the day. Traders may watch for a reversal or continued support near the recent lows, with risk management and yield considerations in mind.

iShares Short-Term National Muni Bond ETF SUB Drops into Oversold Territory as RSI Plunges

November 3, 2025, 4:06 PM EST. Shares of the iShares Short-Term National Muni Bond ETF (SUB) moved into oversold territory, with an RSI of 26.8, well below the 30 threshold. By contrast, the S&P 500 RSI sits around 60.5, indicating broader market momentum remains more resilient. At the session low, SUB traded as low as $104.25, with the ETF hovering near a 52-week range low of $102.50 and a 52-week high of $105.58; the latest trade was $104.30. Some traders view the RSI oversold signal as a potential setup for an entry on the buy side, though investors should weigh rate volatility and muni yields before trading. Keep an eye on macro factors affecting tax-exempt debt issuance and muni yields.

SMIG Drops into Oversold Territory as RSI Hits 29.7, Traders Eye a Possible Rebound

November 3, 2025, 4:04 PM EST. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) slid into oversold territory as the RSI dropped to 29.7, signaling potential near-term exhaustion of selling. The ETF traded as low as $28.01, with a last price around $28.15, and a 52-week range of $25.24-$32.08. By comparison, the S&P 500's RSI sits near 59.8. A bullish reader could view the 29.7 reading as a possible entry point on the buy side, although the name remains near the middle of its yearly range and can stay volatile. The day's move is about -1%. As always, investors should consider fund-specific factors alongside broader market momentum before acting.

VAW Falls into Oversold Territory as RSI Drops to 28.4

November 3, 2025, 4:02 PM EST. Shares of the Vanguard Materials ETF (VAW) fell into oversold territory as the RSI slid to 28.4, below the 30 threshold. The ETF traded as low as $191.90 while the S&P 500 RSI stood at 59.8. A bullish investor could view the oversold reading as a sign selling may be exhausted and look for entry on the buy side. Looking at the year, VAW's 52-week range runs from $161.43 to $213.52, with the latest print at $192.39. The ETF was down about 1.7% on the session. The note hints at other oversold ideas for traders.

XLB Oversold: RSI Flashes 27.4 as Materials Select Sector SPDR Fund Near Oversold Threshold

November 3, 2025, 4:00 PM EST. XLB data show the Materials Select Sector SPDR Fund entering oversold territory as its RSI fell to 27.4, below the 30 threshold and far from the S&P 500's 60.5. Some traders view the drop as exhaustion of recent selling and may seek an entry point on the buy side. Friday's session saw XLB trading as low as $89.00, with a 52-week range of $80.74-$97.87 and the latest print near $89.09, about 1% lower on the day. The chart suggests a potential bounce could unfold if the RSI stabilizes and price holds above near-term support. Investors should watch for volume and catalysts affecting the materials sector as they assess risk and opportunity.

iShares U.S. Home Construction ETF ITB Falls Into Oversold Territory as RSI Hits 29.3

November 3, 2025, 3:58 PM EST. ITB traded as low as $98.16 and slid into oversold territory after its RSI dipped to 29.3. By contrast, the S&P 500 RSI stands at 59.8, underscoring broader market strength while ITB shows selling pressure. A contrarian investor might view the 29.3 reading as exhaustion of recent selling and seek a buy point. Looking at the one-year chart, ITB's 52-week range spans from $82.71 to $127.43, with the latest trade near $98.74, down about 2.1% on the day. Caution: RSI alone doesn't guarantee a rebound; other factors and risk management should guide any entry.

FTCS crosses below 200-day moving average as First Trust Capital Strength ETF slides to $90.44

November 3, 2025, 3:56 PM EST. First Trust Capital Strength ETF (FTCS) traded as low as $90.44 after crossing below its 200-day moving average of $90.67, signaling potential near-term weakness. The ETF was down about 0.9% on the session, with the last trade near $90.62. Over the past year, FTCS has traded between a 52-week low of $80.66 and a 52-week high of $94.37. The move below the moving average may test support near the 200-day moving average, and traders will watch whether FTCS reclaims the level. If it fails to hold, further downside pressure could develop, while a bounce back above the 200-day moving average could restore momentum.

iShares iBonds Dec 2026 Term Treasury ETF (IBTG) Breaks Below 200-Day Moving Average

November 3, 2025, 3:54 PM EST. IBTG, the iShares iBonds Dec 2026 Term Treasury ETF, slipped below its 200-day moving average on Monday, hitting as low as $22.87 after hovering near $22.88. The fund was down about 0.3% for the session. The day's action places IBTG near the middle of its 52-week range of $22.70 to $22.98. Traders and observers noting a cross below the MA may monitor whether the ETF sustains the move or reverses. A related note invites readers to explore which other ETFs recently crossed their 200-day moving average.

US Treasury 3 Month Bill ETF TBIL Breaks Below 200-Day Moving Average

November 3, 2025, 3:52 PM EST. In Tuesday trading, the TBIL ETF slipped below its 200-day moving average of $49.93, trading as low as $49.83. The fund is down about 0.3% on the session, signaling a potential bearish technical signal as prices breach the long-term trend line. The chart comparison shows a tight 52-week range of $49.81 to $50.05, with the last trade at $49.84. A close under the 200-day moving average could keep investors cautious on near-term demand for short-term U.S. Treasuries. Traders will watch whether buyers reappear above the $49.93 level to reverse the trend.

Canadian quantum computing firm Xanadu to go public on Nasdaq via $3.6B SPAC deal

November 3, 2025, 3:48 PM EST. Toronto-based Xanadu Quantum Technologies is set to go public on Nasdaq via merger with Crane Harbor Acquisition (CHAC), a SPAC deal valued at about $3.6B. The agreement pegs Xanadu at a pre-money rollover equity value of $3B, while the enterprise value of the combined company was not disclosed in the snippet. The deal highlights growing investor interest in quantum hardware and software firms seeking scale through SPACs, with Xanadu aiming to commercialize its photonic quantum computing platforms. Key next steps include regulatory approvals, deal closing timing, and post-close governance and integration.

Animoca Brands Eyes $1 Billion Nasdaq Debut Through Reverse Merger With Currenc Group

November 3, 2025, 3:46 PM EST. Animoca Brands is pursuing a non-binding reverse merger with Currenc Group for a potential $1 billion Nasdaq listing, targeting closing by end-2026. Animoca shareholders would own about 95% of the combined company, with Currenc holders at roughly 5%. The deal would mark Animoca's return to public markets after a 2020 delisting, as it expands its footprint in blockchain and Web3. In 2024, Animoca reported $314 million in revenue, up 12%, including $165 million from its digital asset advisory business and stakes in over 600 Web3 companies, such as Consensys and Kraken. The agreement includes a three-month exclusivity window, with required US/Australia regulatory approvals, audited statements, and shareholder/court approvals. Currenc plans some spin-offs; the restructured entity would use a Cayman Islands holding company to boost liquidity and access to institutional investors. Tokenization on Solana is also noted.

JSI Crosses Below 200-Day Moving Average; ETF Slips Toward 52-Week Range

November 3, 2025, 3:44 PM EST. Janus Henderson Securitized Income ETF (JSI) traded lower after crossing below its 200-day moving average of $52.22. The shares dipped to as low as $51.94 and were down about 0.7% on the session. The chart compares JSI's one-year performance with the moving average. In its 52-week range, the low is $51.05 and the high is $52.93, with the latest trade near $51.95. The move keeps near-term momentum under review as traders watch the trend line for signals of shifting sentiment in this securitized-income ETF.

PAAA ETF crosses below its 200-day moving average

November 3, 2025, 3:42 PM EST. On Monday, the PGIM AAA CLO ETF (PAAA) crossed below its 200-day moving average of $51.31, trading as low as $51.25. The shares were about 0.4% lower on the day. The accompanying chart shows the one-year performance of PAAA versus its 200-day MA. The stock's 52-week range runs from $50.44 to $52.06, with a last trade around $51.26. Investors may watch whether this cross below the moving average signals more near-term weakness or finds support near the MA. Readers can click to see which 9 other ETFs recently crossed below their 200-day moving average.