Stock Market Today 17.11.2025

Ashok Leyland, Asian Paints, and more: 10 stocks turn ex-dividend today – full list (Nov 18, 2025)

November 17, 2025, 11:52 PM EST. On Tuesday, November 18, 2025, ten stocks across autos, infra, educational publishing, metals and specialty chemicals turn ex-dividend. Notables include Asian Paints (₹4.50) and Cochin Shipyard (₹4.00) as top payouts, with Navneet Education (₹1.50), Man Infraconstruction (₹0.45), Ashok Leyland (₹1.00) and Amrutanjan Health Care (₹1.00). The list also covers East India Drums and Barrels Manufacturing (₹0.50), IRB Infrastructure Developers (₹0.07), Precision Wires India (₹0.35) and Venus Pipes & Tubes (₹0.50). Record date is November 18, 2025; shares typically adjust lower on the ex-date to reflect the payout. Investors must hold the stock on or before the ex-dividend date to qualify for the declared interim payouts.

PhysicsWallah debuts at 33% premium after $393 million IPO on NSE

November 17, 2025, 11:50 PM EST. Indian edtech firm PhysicsWallah made a brisk trading debut after a $393 million IPO, climbing about 33% and opening at around ₹145 on the NSE versus an issue price of ₹109. The surge reflects strong investor appetite for growth names in India's tech-enabled education sector. The listing shows robust demand for PhysicsWallah's scalable model and expansion plans, even as investors weigh profitability prospects, user acquisition costs, and competitive dynamics. The debut underlines the ongoing appetite for domestic tech listings and the optimism surrounding education technology in India.

Dow, Nasdaq, S&P futures edge higher as investors await Nvidia earnings and key data

November 17, 2025, 11:36 PM EST. Stock market futures edged higher after a sharp Dow drop, as traders awaited Nvidia's Q3 report and crucial economic data. Dow futures rose ~52 points (0.17%), S&P 500 futures gained ~0.22%, and Nasdaq 100 futures rose ~0.31%, signaling cautious optimism ahead of a pivotal week for earnings and data. Earlier, the Dow slid about 1.18%, with the S&P 500 off ~0.92% and the Nasdaq down ~0.84%. Traders await Nvidia's after-hours release on November 19 to gauge AI demand, while jobs data and Fed commentary shape rate-cut bets, with futures pricing a roughly 39-45% chance of a December cut. Investors weigh tech valuations, look for defensive leadership, and brace for Walmart earnings and other major reports to map consumer resilience.

PhysicsWallah IPO Listing Live: GMP Signals ~13% Debut Pop – What to Expect

November 17, 2025, 11:20 PM EST. PhysicsWallah is set to debut on Indian bourses today after routing its IPO. Founded by Alakh Pandey, the edtech group offers test-prep courses for competitive exams and ranks among India's top five edtechs by revenue. As of June 30, 2025, it reported 4.13 million online transacting users, 0.33 million offline students, 303 centres, 6,267 faculty members, and over 13.7 million YouTube subscribers. The market is eyeing a GMP-driven debut with a potential 13% listing pop. Key questions for investors include growth in paid enrollments, monetization from content, and competitive dynamics in a crowded space. The listing's success will depend on broad market sentiment, the company's post-listing strategy, and how it translates user growth into sustainable profitability.

Robinhood vs Visa: Which Is the Better Growth Stock?

November 17, 2025, 11:08 PM EST. Robinhood has upended the discount brokerage business, forcing rivals to switch to free trades and expand beyond trading. Yet its short public history means growth is less tested in a downturn. Visa, by contrast, is a durable player whose growth rides the cash-to-card shift and rising e-commerce. Over the last decade, Visa's revenue grew about 11% annually, with earnings up around 14%. Valuation is rich: P/S near 18.5x, P/E around 33x, and P/B roughly 17.5x. Growth investing comes with valuation risk, and investors must decide how much premium they're willing to pay for future expansion. Robinhood offers disruptive growth potential but higher uncertainty; Visa offers steadier, moat-driven growth at a higher price.

Is First American Financial (FAF) Undervalued After Recent Swings?

November 17, 2025, 11:06 PM EST. First American Financial (FAF) has moved modestly higher in the last month, but its 12-month total return remains negative. The stock trades near $62.03, with a widely cited fair value of $78.50, signaling potential undervaluation if catalysts play out. The bull case centers on accelerating adoption of proprietary tech such as Endpoint and Sequoia, driving automation in title and refinance workflows and lifting net margins over the next 2-3 years. Yet risks include persistent home affordability challenges and softer commercial deals that could compress margins. At roughly 13.1x P/E, FAF sits near the industry average and above some peers, with a fair valuation near 13.4x-implying limited upside unless growth drivers trigger a re-rate.

Bitcoin Dips Below $90,000 as Crypto Sell-off Extends Month-Long Slide

November 17, 2025, 11:04 PM EST. Bitcoin slid below $90,000, extending a month-long pullback that erased 2025 gains and unsettled sentiment across the crypto market. The largest token dropped as much as 2% in Asia trading, extending its retreat from a record above $126,000 hit in early October. The price briefly flirted with levels last seen around April's low of roughly $74,400, underscoring how macro headlines and policy shocks can ripple through digital assets after President Donald Trump floated tariff plans.

ETMarkets Smart Talk: Aviva India CIO bets on secondary markets as IPO valuations run hot

November 17, 2025, 11:02 PM EST. In ETMarkets Smart Talk, Aviva India CIO Balamurugan Shanmugam explains why his team remains sidelined from India's blistering IPO valuations and eyes the secondary market for long-term opportunities. He cites market volatility from tariff headlines and evolving geo-political dynamics, noting a time correction over the past year and caution toward any adverse US moves on services. While he acknowledges gold as a traditional hedge, he argues that central banks' purchases haven't accelerated in 2025, suggesting gold may be a momentum play more than a structural hedge this year. Aviva's allocation has tilted toward large-caps to weather the cycle, reinforcing the case for stock picking in the secondary market.

PhysicsWallah IPO: Key numbers to watch before listing

November 17, 2025, 11:01 PM EST. PhysicsWallah's IPO is set to list as the first Indian edtech after sector turmoil. The issue size is Rs 3,480 crore, with a price band of Rs 103-109 and an estimated valuation near Rs 31,500 crore. The IPO was 1.81x subscribed overall, driven by anchor investors and employees, while retail demand remained modest. Subscription mix: QIB 2.7x, NIIs 48%, Retail 1.06x, Employees 3.49x. The grey market premium cooled to zero, hinting at muted listing gains. Fresh issue Rs 3,100 crore; Offer for sale Rs 380 crore. Funds earmarked to set up offline/hybrid centres, lease existing centres, and investments in subsidiaries. Pre-IPO shareholding shows founders Alakh Pandey and Prateek Maheshwari at 80.7%, with WestBridge, Hornbill and others also holding stakes. Anchor round attracted Rs 1,563 crore from 57 investors.

Bitcoin Dives Near $90,000 as Market Conditions Weaken

November 17, 2025, 10:46 PM EST. Bitcoin slid to around $90,128 on Monday, the lowest in more than six months, as market conditions deteriorated. Analysts pointed to a mix of profit-taking, shrinking liquidity, and macro pressure. Long-term holders have been selling into strength, pushing supply back into the market, while liquidity has deteriorated and the ability to absorb large orders has diminished. A risk-off environment emerged as institutions derisk and demand for crypto waned, including flows from Bitcoin ETFs. Some researchers highlighted negative flows from US investors and a broader crypto pullback as the asset correlates with traditional risk assets amid concerns about credit risk and tighter financial conditions. The decline underscores liquidity risk as the market struggles to absorb selling pressure.

Asia-Pacific markets retreat as Wall Street tech slump fuels AI jitters

November 17, 2025, 10:16 PM EST. Asia-Pacific markets edged lower Tuesday as Wall Street's tech-led slide revived AI jitters. Japan's Nikkei 225 dipped about 0.9% and the Topix 0.6% lower; South Korea's Kospi slid roughly 0.6%, and Hong Kong's Hang Seng and the CSI 300 were little changed. The ASX 200 fell about 0.8%. In the U.S., major indices closed lower on tech weakness, with the Dow Jones, S&P 500, and Nasdaq retreating as Nvidia nears its results and investors digest key data ahead. Nvidia dropped around 2% before earnings; blue-chip names tied to AI, like Salesforce and Apple, also came under pressure. Bond yields rose in Japan, while markets brace for earnings and jobs data this week.

Trouble for the world's richest company rattles Australian markets amid AI-led slide

November 17, 2025, 10:07 PM EST. Australian shares opened about 1.2% lower as Wall Street's AI-fueled rally cooled. The ASX200 hit a four-month low, opening 0.8% weaker to around 8571.6 after a 64.8-point slide. In the US, the S&P 500 slipped 0.9%, the Dow Jones fell 557 points (about 1.2%), and the Nasdaq dropped 0.8%. The weakness centered on Nvidia and other AI names, with Nvidia down ~1.8% and Super Micro Computer off about 6.4%. Bitcoin slid under $US92,000, weighing on crypto-linked names like Coinbase and Robinhood. Investors fretted that lofty AI stock valuations could trigger a broader pullback. On earnings, Alphabet rose about 3.1% after Berkshire Hathaway revealed a roughly $4.34B stake, while Aramark tumbled 5.2% after a miss. Nvidia prepares to report profits later this week.

Fixstars Corp. (TSE:3687) stock slides 11% last week as retail investors bear the brunt

November 17, 2025, 10:04 PM EST. Fixstars Corp (TSE:3687) saw its stock price fall by about 11% last week, leaving retail investors unhappy as the company's market cap hovered around JP¥54b. The ownership picture shows a mixed hand: the top 11 shareholders hold about 52%, while retail investors own roughly 48%. Insider ownership stands at around 21%, and hedge funds own about 13%. The largest disclosed holder is Goodhart Partners LLP with 13%, followed by Satoshi Miki (11%) and Asset Management One (5%). Because no single party has a majority, there's a potential crowded trade risk if sentiment shifts. These dynamics, alongside last week's price move, are essential context for near-term upside or downside.

Airtasker launches strategic equity capital raise to bolster growth and market position

November 17, 2025, 9:58 PM EST. Airtasker Ltd (ASX: ART) announced an equity capital raise through an institutional placement, aimed at strengthening its financial position and supporting expansion. The move could enhance operational capabilities and potentially improve market positioning for the Australian online marketplace of local services. The stock trades as AU:ART with a recent analyst rating of Hold and a price target of A$0.50. Investors should monitor how the capital raise affects liquidity, growth initiatives, and earnings potential. For more forecasts on ART, see analyst pages for stock outlooks.

Pinkfong stock soars 62% on South Korean market debut after IPO

November 17, 2025, 9:48 PM EST. Pinkfong, the studio behind YouTube's viral Baby Shark, surged as much as 62% on its South Korean market debut. The stock peaked at 61,500 won after an IPO priced at 38,000 won and about 76 billion won in proceeds, with demand more than 600x oversubscribed. Investors bet on Pinkfong's shift from toddler videos to a broader media studio with monetization across ads, licensing, merchandise, live events, and games. Despite the rally, the stock trades around 25x estimated 2025 earnings versus roughly 40x for peers. Bebefinn has surpassed Baby Shark in content revenue, underscoring a pivot to multi-character IP and short-form video across platforms.

Mars Stock Volume Surges 300%: What It Signals for Investors

November 17, 2025, 9:45 PM EST. A 300% volume surge in Mars stock has sparked investor chatter across the U.S. The jump appears tied to news of improving profitability, advances in renewable energy technology, and strategic partnerships that have drawn institutional investors. Analysts note positive earnings reports and expanding market reach, boosting confidence. Social sentiment on platforms like X is broadly bullish, amplifying the trading activity. Yet, high volume can reflect speculation rather than fundamentals, underscoring the need to review Mars' financials, growth roadmap, and how its renewable energy initiatives fit with long-term goals. For traders, the volume spike may precede price moves, but due diligence remains essential to navigate potential risks.

UEC Valuation Mixed as Share-Price Volatility Persists

November 17, 2025, 9:42 PM EST. UEC has caught investor attention as the stock pulls back over 3% in a day and about 13% over the week, even as a year-to-date rally of >47% persists. Long-term momentum remains strong with a 1-year return of 36% and a 5-year gain of 1,040%, but recent volatility hints that investors are reassessing risk as valuation climbs. The stock trades at a price-to-book (P/B) ratio of 5.5x, well above direct peers (~4x) and the US energy sector (~1.4x), signaling optimism priced in or potential risk. A DCF-based fair value around $13.57 per share (roughly 17% above the last close of $11.22) offers a counterpoint to asset-based measures. Weigh sector dynamics, profitability headwinds, and volatility when evaluating UEC.

Asana (ASAN) Valuation in Focus After Recent Share Price Decline

November 17, 2025, 9:40 PM EST. Asana (ASAN) stock has slid again, keeping investors focused on its current valuation and growth outlook. After a -5.28% 1-day decline and -11.09% over 7 days, the stock remains deeply underwater year-to-date (-39.40%), with negative 1-year and 3-year total returns signaling broader momentum issues. The latest narrative argues the stock is undervalued relative to a fair value of about $16.38, versus a recent close near $12.03, though risks persist: intensifying competition, potential declines in customer retention, and execution on AI-enabled workflow automation could temper longer-term gains. The market pricing appears to reflect tempered growth, yet some analysts see upside from AI-driven revenue expansion and higher ARPU, suggesting the stock could offer an entry point for investors balancing risk and opportunity.

Corn Rallies on Monday as Exports Hit 4-Year High

November 17, 2025, 9:38 PM EST. Corn futures extended gains Monday, with nearby contracts up 3 to 4.5 cents and March futures topping around $4.50 before settling. The CmdtyView national cash price rose to $3.96 1/4. Export inspections for the week ended November 13 showed 2.054 MMT (80.86 mbu) shipped-the largest weekly total since April 2021-up 38.35% wk/wk and more than double year-ago levels. Mexico led shipments at 592,006 MT, followed by Japan 424,773 MT and South Korea 349,789 MT. Year-to-date exports reach 15.838 MMT (623.5 mbu), up about 73% YoY. In Brazil, AgRural pegs the first corn crop at about 85% planted, below last year's pace. Market eyes remain on global demand and weather.

Lean Hogs See Mixed Action to Start the Week

November 17, 2025, 9:36 PM EST. Lean hog futures posted mixed Monday trade, with contracts up 7 cents to 20 cents lower across the front months. USDA's national base hog price from Monday afternoon was up 30 cents from Friday at $76.14. The CME Lean Hog Index was down 89 cents on November 13 at $87.94. USDA's pork carcass cutout value from the Monday PM report fell 21 cents to $97.01 per cwt, with the picnic, rib, and ham primals the only components higher. USDA estimated federally inspected hog slaughter for the Monday at 494,000 head, unchanged from last Monday and up 4,006 head from the year-ago week. Market action remains mixed as supply signals and demand cues keep producers cautious.

Stock futures tick higher as tech-led slide cools ahead of Nvidia earnings and jobs data

November 17, 2025, 9:35 PM EST. US stock futures edged higher Monday night after a tech-led pullback, with the Dow, S&P 500, and Nasdaq futures up about 0.2%. The session follows a sharp downside move as big tech weakened and supplies of AI-driven demand came into question. Nvidia shares slipped roughly 2% ahead of its fiscal Q3 report due Wednesday after the bell, fueling bets on the durability of this year's AI rally amid stretched valuations and thinning market breadth. Traders also weigh Fed rate-cut expectations, with futures pricing in about a 40% chance of a cut. The Fed minutes due Wednesday, then the September jobs report later in the week after the government shutdown delay. Data from Walmart, Home Depot, and Target will offer a read on consumer strength.

XP Inc. A (XP) Q3 Earnings In Line; Zacks Rank #2 Buy Signals Near-Term Upside

November 17, 2025, 9:32 PM EST. XP Inc.A reported Q3 earnings of $0.45 per share, in line with the Zacks Consensus Estimate, while revenue reached $855.57 million, a 0.2% miss vs. estimates. The company has posted a baseline beat only once in the last four quarters. Year-to-date, XP shares have rallied about 57.5%, outpacing the S&P 500's 14.5% gain. The coming quarter is seen at $0.44 on $888.52 million in revenue, with FY guidance of $1.74 on $3.37 billion. Zacks assigns a Rank #2 (Buy) ahead of management commentary, suggesting the stock could extend its outperformance if estimate revisions stay constructive. The industry context, Financial – Miscellaneous Services, remains a factor for near-term movement.

Cattle Futures Rally on Monday as Live and Feeder Contracts Gain

November 17, 2025, 9:30 PM EST. Live cattle futures posted Monday front-month gains of $2.12 to $2.25, while feeder cattle futures were up about $1.35 to $4.65 at midday. Cash trade remains unreported; last week mostly $225-$227 per cwt, with some at $228 in the South; late Northern trades were $218-$222. The CME Feeder Cattle Index fell $1.84 to $341.89 on Nov 14. The OKC feeder sale is estimated at 7,000 head and appears steady. The White House cut tariffs on some food imports, including beef, though Brazil still faces 40% duties. USDA boxed beef prices were mixed: Choice at $370.41 and Select at $356.30, with the Chc/Sel spread at $14.11.

Wheat Bulls Rally Across All Three Markets on Monday

November 17, 2025, 9:28 PM EST. The wheat complex surged on Monday as Chicago SRW, KC HRW, and MPLS spring wheat posted gains. Front-month Chicago SRW rose about 17 cents; KC HRW up 13-14 cents; MPLS spring wheat up 5-9 cents. USDA export data showed shipments of 246,533 MT (9.06 mbu) for the week ending Nov 13, down 15.41% WoW but up 25.06% YoY. Top destinations included Japan, Indonesia, and Mexico. Marketing year exports for 2025/26 reached 12.363 MMT (454.26 mbu) since June 1, about 19.3% above last year. No Crop Progress report today due to the government shutdown; next update due next Monday.

Cotton Closes Mixed on Monday as Futures Drift; Oil Falls, Dollar Rises

November 17, 2025, 9:26 PM EST. Cotton futures closed mixed on Monday as a range of nearby contracts posted small moves. Crude oil futures fell about 0.37 to $59.72, while the U.S. dollar index edged higher to roughly 99.45. The Seam online auction tallied 416 bales sold at an average of 63.51 cents per pound. The Cotlook A Index slipped 25 points to 74.70 cents, and ICE certified cotton stocks were unchanged at 19,244 bales. Last week's Adjusted World Price stood at 51.83 cents per pound and is good through Thursday. Price action also showed nearby contracts: Dec 25 at 62.46 (down 3), Mar 26 at 64.21 (up 8), May 26 at 65.37 (up 2).

Soybeans Rally on Chinese Demand and Record NOPA Crush

November 17, 2025, 9:25 PM EST. Soybeans led gains as nearby futures jumped 23 to 32 3/4 cents, with cash prices up about 33 1/2 cents. Soymeal and soy oil also firm, supported by a USDA backlog note and lingering China purchase chatter. Traders eyed the cancellation of part of a 332,000 MT China deal, but reports indicated roughly 14 cargoes totaling ~840,000 MT bought by China on Monday. Export inspections showed 1.176 MT shipped for the week, led by Italy purchases, while Mexico and Egypt receipts were strong; China remained off the list for shipments. The NOPA October crush hit a record, boosting soybean oil stocks and signaling tighter domestic demand, with Brazil's crop ~71% planted.

UL Solutions (ULS) Valuation in Focus After Japan Electric Motor Testing Expansion

November 17, 2025, 9:16 PM EST. UL Solutions' new accredited testing facility for electric motors in Japan could unlock fresh demand across Asia and bolster long-term growth. The move comes as the stock has risen about 14% in the last month and roughly 73% year-to-date, underscoring optimism around expansion and a supportive dividend narrative. Critics flag a valuation near $77.77 vs. the current close around $86, raising questions about what pace of performance would justify prices. The company's recurring revenue from product certifications, strong free cash flow, and a solid balance sheet support strategic initiatives, including potential acquisitions. However macro uncertainty and customer-budget shifts could challenge forecasts, making earnings and margin expansion key to a sustainable path forward.

Powermax Expands Listings Across NA and Europe, Initiates Marketing Push

November 17, 2025, 9:14 PM EST. Powermax Minerals Inc. announced the completion of listings across multiple exchanges, broadening its investor access. Its primary listing remains on the Canadian Securities Exchange under ticker PMAX, with a new US dual listing on the OTCQB under PWMXF. In Europe, Powermax is now quoted on German venues including the Frankfurt Stock Exchange (FSE), Munich (MUN), Düsseldorf (DUS), Hamburg (HAM), plus the LS Exchange, Quotrix, Gettex, and Tradegate platforms. CEO Paul Gorman said the broadened exposure supports a diversified global shareholder base amid the company's critical minerals portfolio. Additionally, Powermax has engaged RedChip for 14 days of marketing starting around December 8, 2025, including a 30-second TV ad on Fox Business and CNBC for USD 85,000 (plus GST). The company will not issue securities for marketing, and IBN will assist to raise awareness.

ENS:CA Stock Analysis and Trading Signals – E Split Corp. Class A (Canada) Update

November 17, 2025, 9:12 PM EST. This report outlines current trading plans for ENS:CA (E Split Corp. Class A Shares). A long setup proposes to buy near 15.05 with a target of 15.70 and a stop at 14.97. A short setup suggests selling near 15.70, targeting 15.05, with a stop at 15.78. Updated AI-Generated Signals for ENS:CA accompany the view, with ratings on November 17 showing a Strong stance across Near, Mid, and Long horizons. For traders, the composite signal reinforces a cautious, plan-driven approach. More details and the latest updates on ENS:CA are available in the AI signal update.

DroneShield (ASX:DRO) shares jump 11.6% to A$2.60 amid governance scrutiny and broker backlash

November 17, 2025, 9:10 PM EST. DroneShield (ASX:DRO) shares rebounded 11.6% to A$2.60 on heavy volume after last week's rout. The move came amid fresh governance scrutiny and a scathing note from the company's house broker following the CEO's major sale. Last week's plunge saw the stock fall to around A$2.25 as directors dumped shares, eroding market cap. Today's coverage highlighted the rebound while governance debates re-enter the spotlight and sentiment remained fragile. Internationally, the US OTC listing DRSHF traded near US$1.76. Although the recovery keeps the price below pre-selloff levels above A$3.20-A$3.30, buyers stepped in as risk appetite improved. Key dynamics: insider selling, director activity, and a credibility overhang that continues to shape sentiment.

Bitcoin, Ethereum Slide as AI Spending and Macro Angst Drive Risk-Off

November 17, 2025, 9:08 PM EST. Macro uncertainties have unsettled investors as liquidations topped $900 million over 24 hours, including more than $550 million in longs. Bitcoin hovered around $92,200, down 2.3%, its lowest since late April, with a more than 14% drop in two weeks. Ethereum traded near $3,000, slipping to $2,960 at one point, its four-month low, while Solana, Dogecoin and XRP fell as a broader risk-off tilt pulled the Nasdaq and S&P 500 lower. Coinbase shed over 7% as crypto stocks declined. Analysts say this is a short-term de-risking phase rather than a thesis change, driven by weaker liquidity expectations and AI-sector corrections. A market poll shows about 60% expect Ethereum toward $2,500 rather than $4,000, underscoring growing pessimism.

Builders FirstSource (BLDR) Valuation After Share Decline: Is It a Buy?

November 17, 2025, 9:00 PM EST. Builders FirstSource (BLDR) has seen a ~19% drop this month, pressuring the stock despite a modest 2% revenue growth and a stronger YoY net income. The 1-year total return sits at about -44.2%, while a 30-day decline (~-18.9%) mirrors cautious sentiment. Still, the stock trades well above pre-pandemic levels, with a 3-year return around +66%. A pervasive narrative argues the stock is undervalued, citing a fair value near $135.33 versus a recent close around $99.42. Key drivers include digital transformation and value-added solutions that could lift margins and efficiency, though risk factors like soft housing starts and commodity swings loom. The central question: is the recent sell-off a buying opportunity or already priced in given expectations for the market recovery?

Nat-Gas Slumps on Warm US Forecasts, Ample Inventories

November 17, 2025, 8:58 PM EST. Natural gas futures fell about 5% on Monday as warmer-than-normal outlooks for Nov 22-26 across the eastern U.S. weighed on prices amid ample supply. December NGZ25 closed lower, pressured by higher US gas production and sizable inventories. The EIA boosted its 2025 US production forecast by 1.0% to 107.67 Bcf/d, underscoring a tight supply-demand balance but keeping prices subdued. US dry gas production and a run of 2-year-high rigs point to persistent supply pressures, while LNG net flows eased slightly. A weekly EIA report showed a build in inventories (+45 Bcf) versus expectations, signaling ample supplies. European gas storage remains well below seasonal peaks, and Baker Hughes reported US nat-gas rigs at 125.

Dollar Rises on Empire Data; Fed Cut Bets Trimmed as ECB Outlook Supports Euro

November 17, 2025, 8:56 PM EST. The dollar edged higher, up about 0.25%, helped by the Empire manufacturing index rising to 18.7, its strongest in a year, and by fading bets on a near-term Fed rate cut (now ~41% for December). The EUR/USD dipped as a stronger dollar weighed on the euro, even as the European Commission lifted 2025 Eurozone growth to +1.3% and kept inflation at +2.1%, with ECB rate-cut odds near 2% for the December meeting. In contrast, USD/JPY climbed about 0.4% to a 9.5-month high, supported by weak Japanese Q3 GDP and higher JGB yields. Traders are weighing diverging central-bank paths as the ECB nears the end of its easing cycle while the Fed contemplates further cuts later in 2026.

Nvidia Stock: Buy, Sell or Hold Ahead of Earnings?

November 17, 2025, 8:54 PM EST. Nvidia (NVDA) faces a critical earnings print that could shape the AI trade and broader tech sentiment. The quarter has been strong, but investors aren't counting on a dramatic beat to spark a sustained rally. The macro backdrop-government funding resolved and clearer odds of a December rate cut-adds to the uncertainty as the Nasdaq sits near a 5% drop from its highs. Notable players have trimmed exposure: Peter Thiel's fund reportedly sold its stake, while others have pared positions; Michael Burry has taken bearish bets via puts. With a lofty valuation and a cautious setup, a big upside surprise would be needed to lift shares meaningfully. The prudent stance: hold off on buying ahead of earnings and wait for the print.

GENIUS Act, Stablecoins, and the Risk of a Bailout-Driven Financial Crisis

November 17, 2025, 8:50 PM EST. Analysts warn that the GENIUS Act, paired with the EU's MiCA framework, could catalyze a surge in stablecoins, the crypto sector promising dollar parity but carrying outsized systemic risk. Proponents say it clarifies rules, but critics argue the safeguards primarily shore up issuer profits while leaving holders exposed to fragility. The piece compares stablecoins to a modern version of the pre-crisis 'risk-free' dream-like the 2007 subprime bonds-where price stability can mask leverage and liquidity squeezes. A Terra-style collapse would not just erase investor assets; it could force a bailout by governments, potentially costing hundreds of billions. With enforcement aiming for 2027, markets should watch regulation drift, capital flows, and the incentives facing issuers and custodians.

US Stock Market Today: Dow Sinks 557 Points as Nvidia Earnings, Jobs Data and Fed Split Shake Wall Street

November 17, 2025, 8:48 PM EST. U.S. equities opened the week lower as the Dow dropped about 557 points, the S&P 500 and Nasdaq each off around 1%. Investors braced for Nvidia's earnings, a long-delayed jobs report, and a split Federal Reserve. The Dow closed near 46,590, the S&P around 6,672, and the Nasdaq near 22,708, with both the S&P and Nasdaq slipping below their 50-day moving averages for the first time since April. Nvidia slid roughly 1.8-1.9% ahead of its update, highlighting concerns about whether AI gains can sustain valuations as firms pour tens of billions into AI infrastructure. Traders await August/September data and see a policy path split between Waller and Jefferson, complicating a December rate decision.

Stock futures little changed after tech slump drags markets ahead of Nvidia earnings

November 17, 2025, 8:40 PM EST. Stock futures were little changed Monday night as tech losses weighed on the market while investors awaited Nvidia's results and this week's jobs data. Dow futures rose about 38 points, with S&P and Nasdaq flat. In the prior session, the Dow sank more than 550 points and the S&P 500 and Nasdaq slid roughly 0.9%. Nvidia fell about 2% ahead of its report, underscoring questions about the AI rally amid stretched valuations and breadth concerns. The Nasdaq looks set to snap a seven-month win streak, while the S&P 500 is down around 2.5% in November. Traders price in roughly a 40% chance of a Fed cut, well off the 90% priced a month ago, as payrolls and Fed minutes loom. Walmart results arrive later in the week.

Tuesday's big stock stories: Nvidia, Palantir slide as earnings loom; banks retreat; Saudi visit stirs markets

November 17, 2025, 8:38 PM EST. Stocks @ Night delivers an after-hours read ahead of tomorrow's session. The marquee moves include Nvidia and Palantir slipping as investors brace for a wave of earnings; Palantir is down about 18% from its two-week high and Nvidia about 12% off its October peak. The financials group remains weak, with banks lower in November and the sector off from September highs. Lockheed Martin draws attention amid chatter of a possible Saudi purchase of F-35s as Mohammed bin Salman visits the White House. Energy trends tilt lower for WTI and Brent, while natural gas climbs about 50% in three months. Look for updates from Home Depot and Amer Sports ahead of their reports.

Grayscale Sees Bitcoin as 'Long-Term Bet,' Files for IPO

November 17, 2025, 8:36 PM EST. Grayscale Investments has filed for a public offering, signaling its plan to bring a cryptocurrency-linked product to public markets. The move comes as Bitcoin and broader digital assets face volatility in a regulatory climate the firm says is increasingly favorable for crypto exposure. In a Bloomberg Businessweek segment, Zach Pandl, Grayscale's Head of Research, discusses recent price action, the ongoing Bitcoin bear market, and how Grayscale positions crypto within diversified portfolios. He weighs in on regulation and what a more pro-crypto policy from the current administration could mean for product launches and investor access. The filing positions Grayscale's view of Bitcoin as a long-term allocation amid evolving market conditions.

Dow, Nasdaq, S&P slip as Nvidia eyes earnings; investors await Fed decisions

November 17, 2025, 8:28 PM EST. US stocks fell as the Dow (-1.18%), S&P 500 (-0.92%), and Nasdaq (-0.84%) pulled back. Investors parsed the Federal Reserve's upcoming decisions, delayed data, and a slate of earnings, notably Nvidia ahead of its report. Alphabet climbed about 3.1% after Berkshire Hathaway boosted its stake, trading near a 52-week high. Nvidia dropped over 2% as AI hardware demand concerns linger. Bitcoin dipped below $95,000, signaling softer risk appetite. The market has cooled after a November pullback, with the S&P 500 more than 3% off its all-time high and the Nasdaq down more than 5% from its peak. Traders see a lower likelihood of a December Fed cut, roughly 45% per CME. Key earnings from Nvidia, Walmart, and Home Depot could clarify margins amid headwinds.

Crude Prices Dip on Risk-Off Trade as Russian Port Resumes Operations

November 17, 2025, 8:20 PM EST. December WTI (CLZ25) and December RBOB (RBZ25) closed lower as a risk-off mood weighed on futures amid a stock pullback and expectations for weak US data this week. The market was also pressured by reports that Russia's Novorossiysk port resumed limited operations after Friday's Ukrainian attacks. Underpinning some support were ongoing geopolitical risks, including Iran's tanker seizure and US military posturing in Venezuela, along with sanctions that constrain Russian exports. Supply dynamics remain in focus: reduced Russian shipments, sanctions on Russian oil, and OPEC+ plans to lift December output while signaling a pause in Q1-2026 to address a looming surplus. The EIA data suggested a US crude stock draw versus seasonal norms, with a broader surplus debate shaped by IEA and OPEC forecasts.

META Stock Quote Price and Forecast

November 17, 2025, 8:16 PM EST. Meta Platforms, Inc. is a leading tech company that builds social media apps and related technology to connect people, share content, and support businesses. Its business operates through the Family of Apps (FoA) – including Facebook, Instagram, Messenger, and WhatsApp – and the Reality Labs (RL) segment devoted to AR/VR hardware, software, and content. The stock's outlook depends on trends in digital advertising, user engagement, and monetization, as well as progress in immersive experiences. Key drivers for the forecast include ad demand, platform monetization, regulatory dynamics, and margins, alongside the potential upside from RL adoption and new product initiatives.

Inside Canada's shadowy crypto banking system that enables crime

November 17, 2025, 8:14 PM EST. An investigative look at how Canada's fringe crypto banking network operates near the edges of regulation, enabling swift transfers and anonymous storefront pickups. The piece profiles operators and clients who rely on unregistered accounts, crypto wallets, and shell services that blur the line between fintech innovation and money laundering. Regulators warn this system can be exploited for crime, from illicit markets to ransomware payments. Officials wrestle with a murky legal landscape as AML rules, customer due diligence, and cross-border supervision clash with growth in fintech. The narrative follows a front-line employee, the challenges of KYC, and the risk to ordinary users drawn into high-risk channels. Tightened oversight and clearer standards are being debated by lawmakers and analysts.

US stocks stumble as AI rally cools; Dow sinks 557 points

November 17, 2025, 8:12 PM EST. The S&P 500 slipped 0.9%, the Dow Jones Industrial Average fell 557 points (about 1.2%), and the Nasdaq dropped 0.8% as Nvidia and other AI winners retreat. Nvidia, often the market's bellwether, tumbled about 1.8%, capping a period of volatility for AI-linked movers such as Super Micro Computer which slid 6.4%. Earlier-cycle leaders elsewhere also declined, with crypto-linked names like Bitcoin dipping below $92,000 and dragging Coinbase Global and Robinhood Markets lower by 7.1% and 5.3%, respectively. Critics warn the rally may be too stretched after sharp gains since April. Despite Monday's losses, Nvidia remains up roughly 39% for the year as optimism around AI persists despite a pullback.

Illicit crypto-to-cash deals unlock money laundering paths in Canada

November 17, 2025, 8:10 PM EST. An undercover investigation shows Canadian crypto-to-cash transactions where exchanges facilitate cryptocurrencies with little or no ID checks, enabling the movement of large sums through Canada. Reporters found platforms willing to hand over as much as $1 million in cash in exchange for digital coins, highlighting how weak regulation and enforcement on on-ramps and off-ramps widen the field for money laundering. Decentralization makes tracing blockchain trails difficult, but authorities can still follow initial purchases or cash-outs. Experts warn that zero-checks on crypto transfers create a gateway for criminals, from drug networks to terrorists. Industry groups stress these operations may breach FINTRAC rules, while investigators call for stronger oversight and coordinated reporting to curb illicit finance.

Dell Technologies Stock Drops as Morgan Stanley Downgrades Hardware Makers Amid AI-Driven Memory Chip Surge

November 17, 2025, 8:08 PM EST. Morgan Stanley's downgrade argues an AI-driven surge in memory-chip prices, NAND and DRAM, puts a drag on hardware maker earnings. Dell Technologies (DELL) led the afternoon decline, slipping about 10% as investors priced in margin pressure. Hewlett Packard Enterprise (HPE) and HP (HPQ) also fell, dragging the sector lower. The analysts warn a memory-price supercycle could weigh on hardware OEM profits heading into 2026, even as Micron and other memory suppliers benefit from AI demand. With hardware valuations near record highs, Morgan Stanley says it's time to de-risk exposure to hardware OEMs where memory is a significant input cost. The moves come as the S&P 500 sees big-name declines, while some names like Seagate and Western Digital retained more favorable ratings.

Markets Feel 'Least Healthy' in Decades, Gundlach Warns: Stocks Should Be Cap at 40%

November 17, 2025, 8:06 PM EST. Veteran bond investor Jeffrey Gundlach argues today's markets look overvalued across asset classes and urges investors to cap equity exposure at 40%, with most of that outside the U.S., plus 25% in bonds, 15% in gold, and the rest in cash. He notes the market's fragile feel: the VIX around 23, cautionary signals via P/E and CAPE ratios, and a sense that this market is the least healthy in decades. Not everyone is bearish: the AI narrative is cited by BCA Research as maintaining some upside, while others point to choppiness, not doom. Deutsche Bank reports discretionary funds underweight equities; Saudi wealth funds trimmed U.S. stock stakes. The debate centers on flight to quality dynamics and whether Nvidia's upcoming earnings can shift sentiment.

Nvidia and 19 Other Stocks Now Make Up 50% of the S&P 500 – What It Means for Your Portfolio

November 17, 2025, 8:04 PM EST. The S&P 500 has become increasingly dominated by a few mega-cap names. The so-called Magnificent Seven (Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, Tesla) now drive about 35% of the index, while the Ten Titans push it to roughly 40%. With the top 20 stocks, the share tops 50%. That concentration means index performance hinges on a handful of firms, not broad market breadth. Nvidia's rise from sub-$0.5T to over $5T in market value alongside surging earnings has disproportionately shaped the index, a dynamic the Equal Weight Index shows, as it has lagged during mega-cap rallies. For investors, this raises concentration risk and begs questions about diversification, rebalancing, and exposure to tech versus broader market exposure, especially near record highs.

Why Is Enphase Energy Stock Crashing, and Is ENPH a Buying Opportunity in 2025

November 17, 2025, 8:03 PM EST. Enphase Energy (ENPH) shares have fallen in 2025 as government policies and regulatory headwinds weighed on the solar sector. The dip appears driven by policy shifts rather than a collapse in the company's fundamentals, though investors fret about growth tempo, utility-scale deployments, and margins. The question for investors: is this a compelling buying opportunity or a warning sign of longer-term challenges? Supporters point to ENPH's market leadership in inverters, resilient demand in renewables, and a cheap valuation after the slide. Critics warn about policy risk, competition, and execution risk. Traders will watch for updated guidance, policy developments, and cash-flow visibility. In the near term, the stock may remain volatile, but patient buyers could consider scaling in if the narrative shifts toward stabilizing earnings and clearer catalysts.

Bullish to Report Q3 2025 Earnings: What's in Store for BLSH

November 17, 2025, 8:00 PM EST. Bullish (BLSH) is set to report Q3 2025 results on Nov. 19. Management guides total adjusted revenue of $69-$76 million and adjusted transaction revenue of $25.5-$28 million, with EPS consensus at $0.08 and revenue around $74.10 million. The upside is driven by Subscription Services and Other Revenue, led by Liquidity Services and CoinDesk brands, aided by a Solana collaboration and partnerships with stablecoin issuers. CoinDesk Indices should benefit from the Grayscale ETF approval; the NY BitLicense could unlock the largest U.S. trading market. A risk is Bitcoin price volatility hurting volumes. Our model shows Earnings ESP of 0.00% and a Zacks Rank of #2, suggesting a mixed signal on a beat.

Nvidia Stock in Focus: Thiel, Burry, and the Valuation Debate Amid AI Buildout

November 17, 2025, 7:58 PM EST. News that Peter Thiel and SoftBank are trimming Nvidia invites a read across from valuation versus AI infrastructure growth. While top tech leaders pull back to rebalance risk, the move may reflect locking in gains on high-multiple names rather than a wholesale nitpick of the AI thesis. Investors should note how some stocks are trading near 100x revenues, while more "basics" like IBM and even mainstream platforms such as Microsoft could anchor portfolios. In the near term, a risk-off stance and tight credit spreads favor caution over aggressive bets. The longer arc remains the decade-long AI buildout, which could sustain opportunity even as select equities remain volatile.

Vibe Shift in Market Action: Fed, Nvidia, and December Cut Odds

November 17, 2025, 7:57 PM EST. Since the Liberation Day lows, price action showed dip-buying after dips, with momentum driving rallies. Recently, action has been choppier-fits and starts, with momentum appearing inconsistently. The trading around Nvidia and hyperscalers may be fueling angst, but the bigger question is whether the Fed has taken away the punch bowl. Powell's stance on December cuts rattled odds; traders scaled back December odds to about 36%. Yet the Fed put remains intact, with 375 bps of ammunition if jobs slacken. Inflation remains tame, and the market risks breaking the 6550-6631 lows during a so-called bullish seasonal period. No fresh headlines accompanied the latest drop, only price action ahead of key data and earnings.

Here's why today's top stocks rarely stay the market leaders

November 17, 2025, 7:52 PM EST. Historically, the top 10 by market value change a lot: two to three names stay around across decades, while three or four drop out in every five-year window. Change is the essence of a healthy capitalist economy-creative destruction where disruptors get disrupted. Looking back at 2000, Microsoft was #1 and stayed in the top three, while peers like Cisco, Lucent, and Intel faded. The lesson: being a current top dog doesn't guarantee long-run leadership or cheapness; many leaders are priced for perfection and may underperform. If you're trying to pick today's winner, you're betting against history. A long horizon, a cautious stance on overblown valuations, and a diversified approach often beats chasing the next market leader.

Harvard Now Owns Nearly $442 Million in Bitcoin Through BlackRock's IBIT ETF

November 17, 2025, 7:50 PM EST. Harvard's endowment has snapped up about $442 million in the iShares Bitcoin Trust (IBIT), a BlackRock-issued Bitcoin ETF that provides spot exposure to the cryptocurrency. The holding makes Harvard the latest signal of growing institutional interest in crypto, with Brown University also reporting roughly $14 million in ETF crypto exposure. The stake represents under 1% of Harvard's nearly $57 billion endowment and comes as the Bitcoin market shows mixed momentum after an all-time high last year. IBIT, one of the first spot crypto ETFs in the U.S., debuted in January 2024 – allowing exposure via traditional brokerage accounts – and continues to attract big investors despite a recent price decline. Analysts say the stake validates the ETF structure, even as Bitcoin trades below its late-2021 peaks.

Trustmark (TRMK) Breaks Below 200-Day Moving Average; Shares Fall About 4.5%

November 17, 2025, 7:46 PM EST. Trustmark Corp (TRMK) has broken below its 200-day moving average at $36.78, trading as low as $36.58 on Monday. The stock is currently down about 4.5% on the session. The chart shows a one-year performance relative to the moving average, with a 52-week range of $29.77 to $41.335 and a last trade near $36.74. A move below the key average may signal continued short-term weakness, though traders will watch for support near prior levels and any bounce back above the moving average.

CATY crosses below its 200-day moving average; Cathay General Bancorp slips

November 17, 2025, 7:44 PM EST. Cathay General Bancorp (CATY) traded down after crossing below its 200-day moving average of $42.15, hitting a session low of $41.85 and slipping about 1.6%. The move points to waning near-term momentum as CATY's current price sits near the middle of its 52-week range-between a low of $37.37 and a high of $47.57-with the latest print around $42.16. A cross below the 200-day MA can signal renewed selling pressure, though confirmation from subsequent sessions is needed before drawing conclusions on the trend. Traders may watch for a test of support near the $42 level.

Cognex CGNX Crosses Below Key 200-Day Moving Average

November 17, 2025, 7:42 PM EST. Shares of Cognex Corp (CGNX) traded as low as $35.47 after crossing below its 200-day moving average near $35.95, slipping about 2.1% on the session. The latest print puts CGNX near $35.98, with a 52-week range of $22.67-$49.76. The chart highlights a one-year performance relative to the moving average, suggesting near-term pressure if the stock cannot regain the line. While a cross below the 200-day can indicate breadth of weakness, this note does not provide fundamentals. Traders may watch for buyers to defend the 200-day level or for a renewed push toward the longer-term trend.

Diodes (DIOD) Valuation After Share Decline: Is the Stock Undervalued?

November 17, 2025, 7:40 PM EST. Diodes (DIOD) has fallen about 18% in the last month and roughly 16% over three months, prompting a fresh look at its value. The stock's 1-year total return of -17.2% and fading momentum underline cooler sentiment versus earlier growth hopes. On the bullish side, analysts see undervalued potential, with a fair value around $58.67 and upside from AI-related demand in data centers, servers, and the broader IoT ecosystem. On the cautionary side, the SWS DCF model flags potential downside if cash flows disappoint. Risks include cyclicality in consumer demand, high inventory, margin pressure, and competitive intensity. Investors must decide whether the recent decline offers an attractive entry point or signals more risk ahead.

Wyndham Hotels & Resorts (WH) Turns Oversold as RSI Dips to 29.8

November 17, 2025, 7:34 PM EST. WH recently slipped into oversold territory as the RSI dropped to 29.8, signaling potential near-term exhaustion of selling pressure. The stock traded as low as $69.81 with a last price around $70.00, while the S&P 500 ETF (SPY) has an RSI of 40.5. The 52-week range runs from $69.81 to $113.07, underscoring the stock's wide swing. The setup echoes Warren Buffett's adage to be wary when others are greedy and to look for opportunities when fear dominates. Remember: an oversold reading can hint at a rebound, but it is not a guaranteed buy signal. Traders should weigh risk, timing, and broader market conditions before attempting an entry.

Cocoa Prices Dip After Tariff Cut; Ivory Coast Exports Fall as Inventories Tighten

November 17, 2025, 7:26 PM EST. December ICE NY cocoa and ICE London cocoa futures closed lower after the US cut reciprocal tariffs on non-US grown commodities, including cocoa. The move eases some price pressure even as inventories shrink and demand remains fragile. Ivory Coast port shipments from Oct 1 to Nov 16 fell 5.7% year over year, while West Africa reports favorable growing conditions and a crop that could be solid. A stronger pod count vs. last year supports sentiment on quality, though Hershey's Halloween results were weak and broader North American candy sales softened. On the supply side, Nigeria's output is muted and Brazil faces a 40% national-security tariff on imports. Prices stay sensitive to regional grindings data and ongoing demand signals.

Coffee Prices Rally Amid Tariff Fallout on Brazilian Beans and Tight Supplies

November 17, 2025, 7:25 PM EST. December arabica (KCZ25) and January ICE robusta (RMF26) edged higher as tariffs on Brazilian coffee linger and inventories tighten. The Trump administration's partial relief for non-US-grown commodities leaves a 40% tariff on Brazilian exports, keeping a looming tariff risk for US importers. Analysts note Minas Gerais rainfall provided limited support, while StoneX projects a 2026/27 Brazil output of around 70.7 million bags, with arabica and rising Vietnam supplies dampening prices. ICO exports show a marginal year-on-year drop, underscoring tighter global stocks. With fading US demand for Brazilian coffee and shrinking ICE inventories, the market remains sensitive to policy moves and weather.

ISO Forecasts 2025-26 Sugar Surplus; Prices Slip as Global Production Rises

November 17, 2025, 7:22 PM EST. Sugar prices edged lower after the International Sugar Organization (ISO) forecast a 1.625 million MT surplus in 2025-26, reversing a prior deficit view. ISO expects global sugar production to rise 3.2% year-on-year to 181.8 million MT. The surplus is seen as driven by higher output in India, Thailand and Pakistan. Earlier in the year India moved to export quotas, with 1.5 MMT allowed for 2025/26, though some estimates had suggested more. In recent weeks, Brazil's outlook has softened prices on robust crop forecasts (Conab and Unica data), while ISMA raised India's 2025/26 production estimate to 31 MMT. The market remains sensitive to supply signals and export policies amid a global surplus backdrop.

Tim Cook retirement leak tests market reaction as Apple ponders leadership transition

November 17, 2025, 7:20 PM EST. Apple faces renewed leadership speculation as Tim Cook turns 65 and a Financial Times report claims the board is intensifying its search for a successor, with hardware chief John Ternus the likely pick and external candidates also on the table. The piece suggests an early-year announcement to let a new CEO settle before WWDC and the September iPhone launch, though timings could change. Critics call the report a deliberate leak or trial balloon, with observers like John Gruber noting the small circle of insiders and MG Siegler pointing to multiple bylines. If Cook retires next year, Apple would want to gauge investor reaction ahead of a major transition after growing from about $350B in 2011 to roughly $4T today.

Thiel Macro trims Tesla stake, exits Nvidia as markets brace for Nvidia earnings and the September jobs report

November 17, 2025, 7:18 PM EST. Peter Thiel's hedge fund, Thiel Macro, slashed its stake in Tesla by 76%, dropping to 65,000 shares from 272,613 at the end of Q2. The fund also exited its entire position in Nvidia. Its new top holdings are Apple, Microsoft, and Tesla, valued at roughly $20 million, $25 million, and $29 million, respectively. At Tesla's annual meeting, Musk urged shareholders to 'hang on to your Tesla stock' after approving his $1 trillion pay package-a deal Thiel Macro apparently spurned as it pivots holdings. With markets bracing for Nvidia earnings and the September jobs report, traders are watching whether these shifts signal broader tech softness or discipline among big-name investors.

Nvidia, Bitcoin Drag Stocks Lower as AI Frenzy Eases

November 17, 2025, 7:14 PM EST. Stocks retreated Monday as Nvidia and other AI-driven winners faded, pulling the S&P 500 down 0.9% and extending its pause from a record. The Dow slid about 557 points (1.2%) and the Nasdaq fell 0.8% as pressure from chipmakers and other AI names mounted. Nvidia remained the market's heaviest weight, dropping 1.8%, while Super Micro Computer sank 6.4%. Bitcoin dipped below $92,000, helping drag Coinbase Global and Robinhood Markets lower. Analysts warn that valuations look stretched after a rapid rally since April, a backdrop that could cap near-term gains. Investors eye Fed policy and potential third rate cut, as earnings season shifts focus to guidance and durability of AI-driven profits.

Elbit ESLT Stock Surges to $503 on $2.3B Contract Win

November 17, 2025, 7:12 PM EST. Elbit Systems (NASDAQ: ESLT) stock leaps to around $503.23 after a $2.3B international contract win, driving a breakout on strong momentum. The eight-year agreement enhances revenue visibility through 2033 and props up a market cap near $21.6B, as ESLT rides a 63% YTD rally and institutional accumulation. The contract mirrors a structural rise in defense budgets, with Europe and Indo-Pacific nations accelerating procurement of UAVs, avionics, and cyber-dominated systems. In the latest results, revenue reached $1.97B (+21.3%), net income $125.7M, EPS $3.23, and EBITDA $201.2M; the backlog hit a record $23.8B with 68% from global customers. The mega-contract cadence signals continued upside for ESLT as global defense activity intensifies.

Nvidia, bitcoin and other falling stars drag the US stock market lower

November 17, 2025, 7:10 PM EST. The U.S. stock market slid Monday as AI-fueled rally stocks cooled. The S&P 500 fell 0.9%, the Dow dropped 557 points (1.2%), and the Nasdaq slipped 0.8% as Nvidia remained a market weight and other AI winners tumbled. Nvidia shed 1.8% and Super Micro Computer slumped 6.4%. High-momentum names across tech also pulled back; Bitcoin slipped below $92,000, helping drag Coinbase (-7.1%) and Robinhood (-5.3%). Critics warn prices may be stretched after a sharp rally since April. Nvidia is still up about 39% year-to-date, ahead of its quarterly results due Wednesday, where earnings could test AI-growth hopes. Elsewhere, Aramark fell 5.2% after a miss on quarterly profit, while Alphabet jumped 3.1% on Berkshire Hathaway's $4.34 billion stake in Google's parent.

Global X US Preferred ETF PFFD Enters Oversold Territory with RSI at 29.4

November 17, 2025, 7:08 PM EST. Global X US Preferred ETF (PFFD) traded as low as $18.76 as its RSI fell to 29.4, signaling oversold momentum. The RSI remains below the 30 threshold while the S&P 500 RSI sits around 40.9, suggesting weaker breadth in PFFD versus the broader market. A cautious investor might view this as potential exhaustion of selling and seek an entry point as the price stabilizes. Over the past year, PFFD's 52-week range runs from $17.81 to $20.57, with the latest last trade near $18.80, down about 0.8% on the day. If momentum improves and the RSI turns higher, PFFD could present a favorable risk-reward setup for exposure to preferred shares.

Axos Financial (AX) Shares Cross Below 200-Day Moving Average

November 17, 2025, 7:06 PM EST. AX crossed below its 200-day moving average of $75.84 as shares traded down to $74.89. The stock was about 5.3% lower on the day, with a last trade near $75.60. The 52-week range stands at $54.46-$93.84, framing a one-year performance vs. the moving average. The chart highlights AX's move through key levels, potentially signaling waning momentum as the stock tests support near the 200-day line.

Stantec (STN) Shares Dip Below 200-Day Moving Average

November 17, 2025, 7:04 PM EST. Stantec Inc (STN) crossed below its 200-day moving average of $79.65 on Friday, with shares trading as low as $79.38. The stock was down about 2.4% on the session. The chart shows one-year performance versus the moving average, with a 52-week range of $59.55 to $88.42 and a last price near $79.80. Today's move highlights potential near-term momentum changes after testing this long-term support. While a break below the 200-DMA can signal renewed downside pressure, traders will want broader market context and confirmation before acting on a trend change.

Dow Dips as Nvidia Week Begins: AI Focus and Berkshire Alphabet Move Loom

November 17, 2025, 6:58 PM EST. Stocks opened lower and slid through the afternoon as markets brace for a big week of earnings and data. Investors await commentary from NVIDIA, the leader of the AI revolution, on its latest quarter. The Census Bureau estimated August construction spending rose 0.2% (third straight gain), supported by residential spending even as nonresidential activity softened. Wells Fargo economists saw signs of stabilization but flagged high rates and costs as limits. This week brings factory orders and the trade report, and the BLS will release September jobs data. The Dow fell 1.2% to 46,590, the S&P 500 declined 0.9% to 6,672, and the Nasdaq slipped 0.8% to 22,708. Berkshire Hathaway bought $4.3B of Alphabet in Q3, underscoring confidence in Alphabet's AI momentum and data-center plans.

BlackBerry (BB) crosses below its 200-day moving average of $4.18

November 17, 2025, 6:56 PM EST. On Monday, BlackBerry (BB) traded as low as $4.14, slipping below its 200-day moving average of $4.18. The stock was down about 3.5% on the session. The chart tracks BB's one-year performance relative to the moving average, highlighting a recent break from trend. Within the 52-week range of $2.29 to $6.24, the last price hovered near $4.17. The break below the long-term average can signal renewed caution for patrons watching trend lines and support levels. Investors will want to compare today's move with volume spikes and any accompanying news to gauge whether the cross is a sustained shift or a brief pullback.

ETHE Crosses Below 200-Day Moving Average, Signals Technical Weakness

November 17, 2025, 6:48 PM EST. On Monday, the Grayscale Ethereum Trust ETF (ETHE) slipped below its 200-day moving average of $25.25, trading to a session low near $24.26 and down about 4.8% on the day. The chart shows ETHE's performance against its 200-day MA over the past year. In its 52-week range, ETHE has traded between $12.105 and $40.135; the most recent trade was $24.46. A move below the 200-day moving average can be viewed as a near-term bearish signal by some traders, though context matters. Market participants may monitor whether ETHE recovers above the MA or continues to trend lower, and how this cross compares with other ETFs also testing their 200-day MA levels.

TIC Solutions (TIC) Undervalued After Recent Share-Price Decline

November 17, 2025, 6:44 PM EST. TIC Solutions (TIC) finished lower, down about 4.86%, extending a month-long slide. The stock has fallen roughly 17% in the last 30 days, prompting investors to re-evaluate the growth profile. Despite robust revenue and net income expansion, shares still trade well below recent analyst targets, fueling debate on whether TIC is now undervalued or if the market has already priced in upside. The latest narrative points to a fair value around $15.80 versus a close near $9.78, suggesting a potential value swing if execution hurdles fade. Key risks include debt buildup from acquisitions and challenges integrating new operations. With a price-to-sales look near peers, the path to re-rating likely hinges on improving margins and cash flow.

US stock slump deepens as Nvidia and other AI darlings retreat

November 17, 2025, 6:42 PM EST. U.S. stocks slipped as AI darling Nvidia and other high-fliers lost ground, with the S&P 500 down about 1.1%, the Dow off roughly 544 points, and the Nasdaq lower by 1.1%. Nvidia again led the retreat, dropping around 3%, while Palantir and Super Micro Computer tumbled 3.2% and 6.8% respectively. Critics warn here that valuations have stretched as AI-driven bets surged since April. Nvidia remains well up for the year, but volatility has persisted ahead of its upcoming earnings report. Alphabet rose roughly 3% on news of a Berkshire Hathaway stake, while Aramark fell after a softer quarterly view. Traders also weigh Fed rate expectations, since a shift in policy could keep valuations and sentiment swinging near record highs.

Bullpen Adds Two Stocks Poised to Benefit from Market Rotation

November 17, 2025, 6:40 PM EST. On the latest Homestretch, the market faces renewed pressure as tech valuations dampen and AI spending looks uncertain. Amid this backdrop, two new names join the Bullpen as investors bet on a market rotation out of tech into more cyclical and defensive themes. Focus shifts to the consumer staples space, where Kimberly-Clark-fresh off its $49 billion move to acquire Kenvue-could benefit from cost synergies and a steadier earnings profile as demand for everyday essentials holds up. The deal has spooked some investors, but management argues the combination unlocks cost savings and incremental profit. With the broader market chewing on M&A activity and bond financing, these additions aim to ride a shift away from high multiple tech.

Bitcoin slips below $92,000 as four-year cycle debate heats up

November 17, 2025, 6:38 PM EST. Bitcoin (BTC-USD) remained under pressure on Monday, dipping below $92,000 and extending losses from October's peak by more than 26%. Analysts debate whether this marks a temporary correction or a new phase in the four-year cycle that has driven longer sell-offs in the past. The slide follows a wave of liquidations of about $19 billion in leveraged positions and profit-taking by long-term holders. The move aligns with a window when BTC historically peaks, roughly 400-600 days after the April 2024 halving. Bernstein's Gautam Chhugani argues this is a self-fulfilling prophecy weighing on markets in Q4'25, but notes potential for a short-term consolidation near a local bottom rather than a repeat of prior 60-70% drawdowns. Mentions of growing institutional ETF adoption and big buyers like MicroStrategy add color to the setup.

Fed Governor Waller backs December rate cut amid labor-market slowdown

November 17, 2025, 6:34 PM EST. Federal Reserve Governor Christopher Waller signaled that a December rate cut is warranted as he grows concerned about a weakening labor market and hiring softness. In a divided Fed, Waller joins policymakers favoring monetary easing to guard against deteriorating jobs data, while others warn against inflation risks and require a higher bar for further cuts. He reiterated that he is not worried about runaway inflation or rising expectations and that a quarter-point cut would serve as risk management-providing insurance against labor-market weakness and moving policy toward a neutral stance. The FOMC meeting is set for Dec. 9-10, with markets split after back-to-back 25-bps cuts in September and October. Tariffs, he said, are unlikely to have a lasting impact on inflation.

Buffett's Berkshire Bets $4.3B on Alphabet, Two Decades After Google's IPO Inspiration

November 17, 2025, 6:32 PM EST. Buffett's Berkshire Hathaway disclosed a roughly $4.3 billion stake in Alphabet as of the end of Q3, marking Berkshire's first known investment in Google and a rare tech exposure for the holding company. Alphabet has surged this year, aided by AI, and traded near record highs after a 50% year-to-date gain. The move comes two decades after Google's founders said they were inspired by Buffett in the IPO prospectus, a nod that seems to have flipped as Buffett gains a seat at Alphabet's table. Buffett, 95, is stepping down this year, with Greg Abel poised to take over, and Berkshire's tech bet sits as a notable deviation from its traditional investments. Alphabet's cloud growth and AI chip updates help justify the premium versus peers.

Goldman: AI Boom Priced In as US Equity Market Near Upper Bound of AI Benefits

November 17, 2025, 6:30 PM EST. Goldman Sachs argues the market has already priced in a sizable portion of the AI windfall. Its analysis pins the Present Discounted Value (PDV) of future U.S. AI-driven capital revenue at a baseline of about $8 trillion, with a plausible range of $5 trillion to $19 trillion. Since the ChatGPT debut in 2022, the value of AI-related firms has surged by more than $19 trillion, aided by gains in the semiconductor space, hyperscalers, and private AI model providers. Goldman says valuations are high but not yet a true bubble, though it warns that, as in the 1920s and 1990s, markets can overpay for future profits. The takeaway: markets should price AI gains ahead of macro impact-a "feature, not a bug"-despite two notable risks.

Dance of the Bears: Bitcoin Presses Below 95k as Bearish Signals Mount

November 17, 2025, 6:26 PM EST. Bitcoin remains below the $95,000 level and trades near the low 93,000s, erasing this year's gains as bearish momentum deepens. The rally to $100,000 last year now sits as resistance after Trump's 2024 victory. Micro- and macro-headwinds persist: Strategy (NYSE:MSTR) disclosed an accretive purchase of 8,178 BTC at roughly $102k each, lifting its total to about 649,870 BTC. Yet spot markets barely budge. End-of-month option data shows strain: $80k and $90k puts comprise over 15,000 contracts on Deribit, about 12% of open interest. Perpetual funding rates have compressed below the 10% annualized mark across several venues. With scant macro data, traders eye potential catalysts such as a China deal and revived Fed QE, but the mood remains negative on social media and in market action.

Argan (NYSE:AGX) Earnings Surge: EPS Growth, Margin Expansion and Insider Confidence

November 17, 2025, 6:24 PM EST. Argan (NYSE:AGX) has shown a striking turn in profitability. EPS jumped from US$3.27 to US$8.49 in the last year, a 160% YoY surge. EBIT margins expanded from 6.3% to 13% over the same period, with revenue on an uptrend. While this earnings acceleration hints at a potential inflection point, investors should assess sustainability, including continued revenue growth and margin resilience. Notably, insiders hold a substantial stake (around US$190m), aligning management incentives with shareholders. As always, consider earnings quality and balance sheet health when judging whether this momentum can persist.

Bitcoin under pressure could spell trouble for U.S. stocks

November 17, 2025, 6:22 PM EST. Bitcoin fell on Monday to about $91,500, down roughly 2.9%, as the broader risk mood wavered and the S&P 500 slipped about 1.3%. Traders view bitcoin as a leading indicator for U.S. stocks; a sustained move below $90,000 could unleash more selling pressure on risk assets. The token has shed about 13% in the past week, widening the gap with the index's ~2.8% weekly drop. AI-heavy stocks in the S&P 500 need to watch crypto exposure, linking bitcoin to the broader market. Amberdata's Greg Magadini warns of a potential cascade if bearish sentiment and a tight credit backdrop persist. Bulls cite growing institutional ownership and a forthcoming U.S. crypto market structure bill as reasons for optimism, while Fed rate expectations remain split.

Is RSI Undervalued? Valuation Signals Suggest Upside for Rush Street Interactive (NYSE: RSI)

November 17, 2025, 6:18 PM EST. Rush Street Interactive, Inc. (NYSE: RSI) has drawn attention after volatile moves between roughly $16.55 and $22.53, prompting questions about its fair value. A recent valuation model puts RSI's intrinsic value at about $27.01, suggesting the stock could be undervalued relative to the market price. Yet RSI trades with a high beta, signaling notable volatility and the possibility of further pullbacks before a potential rebound. Analysts foresee earnings growth of around 25% over the next few years, which could bolster cash flows and support a higher share price. For investors, RSI may offer a buy-the-dip opportunity, but risk management-track record, balance sheet, and growth catalysts-remains essential before buying.

BeOne Medicines (NASDAQ: ONC) Demonstrates Strong Free Cash Flow Backing Earnings Potential

November 17, 2025, 6:16 PM EST. BeOne Medicines AG (NASDAQ: ONC) earnings are understated by unusual items and the accrual ratio; the company posted free cash flow US$464m versus a profit US$68.6m, and a negative accrual ratio of -0.28. After a year of negative FCF, this year's cash conversion is noteworthy. Unusual items totaling US$25m reduced profits but boosted cash flow, implying underlying earnings potential could be stronger if those charges do not recur. The mix of high cash conversion and potential earnings improvement suggests the stock's weak reaction may mask upside.

Wall Street falls about 1% as investors brace for jobs data and Nvidia results

November 17, 2025, 6:14 PM EST. U.S. stocks slid about 1% Monday as investors await the September jobs report and quarterly results from retailers, while bracing for Nvidia earnings later this week. The S&P 500 dipped below its 50-day moving average, signaling technical pressure alongside a broad market turn. The Dow Jones fell about 475 points and the Nasdaq slid, with Home Depot among decliners ahead of its results. Alphabet rose after Berkshire Hathaway disclosed a stake, while Dell tumbled on a downgrade. Traders weigh the AI trade's impact on valuations and the health of the consumer, with Walmart, Target, and other retailers on deck.

Cattle Futures Rally on Monday as Live and Feeder Contracts Rise

November 17, 2025, 6:12 PM EST. Live cattle futures are higher at midday, up $1.40-$1.70, with cash trade last week around $225-$227 per cwt and some sales at $228 in the South; late Northern trades were $218-$222. Feeder cattle futures have climbed $1.35 to $4.65. The CME Feeder Cattle Index rose $1.31 to $343.73 on Nov 13. The OKC feeder auction is expected near 7,000 head, with early demand described as good. Tariff news included a White House cut on several food imports, including beef, though Brazil still faces a 40% tariff. USDA boxed beef prices were mixed: Choice boxes at $369.99 and Select at $354.97; federally inspected slaughter last week was 576,000.

Corn Bulls Fight Back on Monday as Export Boom Drives 4-Year High Shipments

November 17, 2025, 6:10 PM EST. Corn futures traded higher Monday, recapturing some Friday losses as nearby contracts gain about 4 to 5.5 cents. The CmdtyView national cash price for Corn rose about 5.25 cents to $3.97 1/2. A surge in export inspections helped bolster the rally: 2.054 MMT (80.86 mbu) shipped in the week ended Nov. 13, the largest weekly total since April 2021, up 38.35% wk/wk and more than double year-ago levels. Mexico led destinations at 592,006 MT, followed by Japan and South Korea. Marketing-year shipments now total 15.838 MMT (623.5 mbu), up 73% from a year earlier. Brazilian AgRural notes the first corn crop progress at 85% planted, below last year's 87%.

Lean Hogs Edge Higher at Midday as USDA Data Mixed

November 17, 2025, 6:08 PM EST. Lean hog futures are trading 25 cents higher at midday as traders parse mixed USDA data. The national base hog price was not reported, with no negotiated volume noted, while the CME Lean Hog Index fell 89 cents to $87.94 as of Nov. 13. The pork carcass cutout value declined 22 cents to $97.00 per cwt, with the picnic, rib, and ham primals the only ones higher. For the week, federally inspected hog slaughter totals 2.716 million head, about 88,000 more than last week and 83,820 above the same week last year. The data keep the backdrop constructive but highlight ongoing price dispersion across primal cuts.

Cocoa Prices Slump as Tariff Cut Undercuts Support; Ivory Coast Exports Slow, Inventories Tight

November 17, 2025, 6:06 PM EST. December ICE NY cocoa (CCZ25) and December ICE London cocoa (CAZ25) were lower as the Trump administration cut reciprocal tariffs on commodities not grown in the US by 10%, a move that undercuts some price support for cocoa. US imports from Brazil still face a 40% national-security tariff. Meanwhile, shrinking ICE cocoa inventories in US ports fell to a 7.75-month low, providing some supportive backdrop. On the demand side, signs of weakness persisted: Ivory Coast shipments through Nov. 16 were down 5.7% year over year, and West Africa's main harvest is underway with favorable weather lifting pod development. Grindings data across regions were mixed, with Asia and Europe softer while North American grindings rose modestly. Nigeria forecasts a 2025/26 production decline, keeping supply concerns in play.

Grain Rally Extends to Wheat at Midday on Strong U.S. Exports

November 17, 2025, 6:04 PM EST. Grains are joining the rally, with the Wheat complex higher at midday. Chicago SRW futures are up about 15-16 cents, while KC HRW climbs 13-14 cents and MPLS spring wheat trades 6-10 cents higher. The USDA reports wheat export shipments of 246,533 MT (9.06 mbu) for the week ending Nov 13, down 15.41% from the previous week but up 25.06% year over year. The top destinations were Japan (87,493 MT), followed by Indonesia (56,620 MT) and Mexico (48,105 MT). For the marketing year 2025/26, exports total 12.363 MMT (454.26 mbu) since June 1, about 19.3% above the same period last year.

Sugar Prices Slide as ISO Forecasts 2025-26 Surplus

November 17, 2025, 6:02 PM EST. Sugar futures fell after the ISO forecast of a 1.625 million MT surplus for 2025-26, reversing a prior deficit. The surplus is driven by higher sugar output in India, Thailand and Pakistan, with global production seen rising about 3.2% to 181.8 million MT in 2025-26. The softer tone follows a rally last Friday but broader supply expectations remain ample. March NY world sugar #11 (SBH26) and March London white sugar #5 (SWH26) declined about 1.1% and 1.8%, respectively. Traders also weighed India's export quota and signs of robust crop progress in Brazil, which could cap any price gains amid a global surplus.

Soybeans Rally as NOPA Crush Records Highlight Strong Demand

November 17, 2025, 6:00 PM EST. Soybeans rallied Monday as NOPA crush surged to a record and export inspections exceeded expectations. Front-month soybeans futures jumped about 20-28 cents, with the nearby cash price at roughly $10.78 1/4. Soymeal futures rose about $6.40 and Soy Oil climbed 90-100 points. The weekly Export Inspections showed 1.176 MT shipped, led by Italy, Mexico and Egypt, while China remained out. October NOPA crush reached 227.65 mbu, the largest on record for any month, up double-digits from a year ago and above September. Brazil planting progress is watched as 71% planted per AgRural. Traders will monitor backlog sale data revisions and how this data lines up with seasonal demand.

Cotton Futures Rally on Monday as Prices Edge Up; Oil Dips and Dollar Rises

November 17, 2025, 5:58 PM EST. Cotton futures rose on Monday's midday trade, with the benchmark up 1 to 11 points. In energy and FX: Crude oil futures edged down to $60.07, while the US dollar index climbed to 99.420 (+0.221). The Seam online auction sold 416 bales at an average of 63.51 cents/lb. The Cotlook A Index slipped 25 points to 74.70 cents. ICE-certified cotton stocks were unchanged at 19,244 bales, and the Adjusted World Price stood at 51.83 cents/lb, valid through Thursday. Market quotes showed Dec 25 Cotton 62.50, Mar 26 Cotton 64.24, and May 26 Cotton 65.41, all higher. No positions disclosed by the author.

W.W. Grainger (GWW) Valuation Under Scrutiny After Months-Long Decline

November 17, 2025, 5:56 PM EST. W.W. Grainger (GWW) has endured months of decline even as revenue and net income trend higher. The stock is down ~1 year (-20.27% TSR) but up 135.9% over five years for long-term holders. With shares trading below analyst targets, a popular narrative labels Grainger undervalued, citing a fair value near $1,054.60 driven by faster top-line gains from digital B2B platforms like Zoro and MonotaRO, operating leverage, and broader distribution strength. Yet near-term momentum is fading, and inflation or a cyclical slowdown could threaten upside. The valuation view sits against industry multiples, highlighting a digital-transformation thesis that investors should balance with macro risks and the reliability of the financial roadmap.

Monday Sector Leaders: Utilities, Healthcare

November 17, 2025, 5:52 PM EST. Utilities lead midday gains, up 0.3%, with NiSource (NI) up 2.2% and Southern Company (SO) up 1.5%. The Utilities Select Sector SPDR ETF (XLU) trades up 0.2% and sits 9.54% higher year-to-date; NI and SO combined represent about 9.1% of XLU's holdings. Healthcare is next, up 0.1%, led by Moderna (MRNA) at 5.8% and Gilead Sciences (GILD) at 2.6%. The Health Care Select Sector SPDR ETF (XLV) is up 0.5% today but down 2.34% YTD. MRNA is -36.75% YTD, while GILD is +14.68% YTD; together MRNA and GILD account for roughly 2.9% of XLV's holdings. A trailing twelve month performance chart contrasts these symbols in distinct colors. The S&P 500 sectors show four up and four down at midday.

Bitcoin Erases 2025 Gains as Analysts Warn the Picture Remains Fragile

November 17, 2025, 5:44 PM EST. Bitcoin erased all of its 2025 gains, trading near $92k after slipping below $93k. The move followed a break of the 50-week moving average and a weekly close under $100k, fueling a cautious mood in digital markets. Analysts point to a potentially delayed four-year cycle/halving as a bearish tailwind, with the $92k zone aligning with an unfilled CME gap that could spark a short-term bounce but faces heavy overhead supply. Macro uncertainties and weaker liquidity complicate a rebound. On the derivatives side, about $335 million of Bitcoin contracts were liquidated in 24 hours, contributing to roughly $725 million in total crypto liquidations. The setup remains fragile even as the U.S. government reopening adds limited clarity.

Insider Buying Roundup: PGNY CEO Purchases 79,500 Shares; VAC Director Buys 20,000

November 17, 2025, 5:42 PM EST. Two notable insider buys surfaced in Monday trading: PGNY and VAC. PGNY CEO Peter Anevski bought 79,500 shares at $24.29, a $1.93M stake; the stock traded up about 10% on the session, with intraday highs near $27.22. Anevski has also purchased roughly $3.03M of PGNY shares in the past year at $14.48. For VAC, Director William Joseph Shaw bought 20,000 shares at $46.04, a $920,800 investment. VAC rose on the day, and Shaw sits about 3.6% in the green based on today's high of $47.70. The filings hint at insider confidence, though investors should weigh fundamentals and valuation before acting.

Monday Sector Laggards: Tech & Communications Fall; Energy Slips as ANET, AVGO, EQT & KMI Weigh on XLK and XLE

November 17, 2025, 5:38 PM EST. Tech & Communications led the downside on Monday, dropping 2.9%, with heavyweights ANET and AVGO tumbling 23.6% and 19.3%. The sector-tracking XLK slid 5.5% on the day, down 2.73% year-to-date. ANET is down 10.74% YTD; AVGO down 14.81% YTD, and together they account for about 6.5% of XLK. The Energy sector retreated 2.6%, led by EQT (-11.0%) and KMI (-9.4%). The XLE fell 1.4% intraday but remains up 5.08% YTD; EQT is up 3.60% YTD and KMI up 0.11%. Collectively, EQT and KMI make up about 5.7% of XLE's holdings. A trailing twelve month chart and sector snapshot show four sectors higher and four lower in afternoon trade.

Ken Griffin Bets on One Top AI Chip Stock: Nvidia or Intel?

November 17, 2025, 5:34 PM EST. Billionaire Ken Griffin of Citadel has rotated bets between two AI chip names, warning that the rally may ride a policy sugar high even as inflation and a softer jobs market cloud the outlook. In Q3 he reshuffled his AI-chip exposure, loading up on one name while trimming the other. Nvidia remains the marquee AI actor, its chips powering a broad AI ecosystem that spans hardware, software and tools, helping it sustain market leadership. Intel is the other pillar in Griffin's rebalancing, though the article notes he became more selective. The move underscores how macro dynamics and stock-specific AI catalysts coexist, with investors tracking which chip-maker Griffin prefers and how each company's ecosystem supports rapid AI deployment.

Nvidia-led AI rally cools as U.S. stocks slide; Dow, S&P, Nasdaq retreat

November 17, 2025, 5:31 PM EST. U.S. stocks slipped Monday as heavyweight Nvidia and other AI-driven names extended a choppy spell. The S&P 500 dropped about 1.1%, the Dow fell roughly 544 points (1.2%), and the Nasdaq lost about 1.1%. Nvidia, again the market's biggest drag, slid 2.9% as investors weighed valuations after a long AI-fueled rally. Other AI winners such as Palantir and Super Micro Computer tumbled 3.2% and 6.8%. Mixed earnings from non-tech names, including Aramark, tempered losses even as Alphabet rose 2.9% after Berkshire Hathaway disclosed a large stake. Traders awaited Nvidia's upcoming results and pondered whether a third Fed rate cut is coming in December, a move many say could underpin valuations but remains uncertain.

Tech-led Decline Pushes S&P 500, Nasdaq Lower; Rate-Cut Bets Fade Ahead of Jobs Data

November 17, 2025, 5:28 PM EST. Stocks traded lower as the S&P 500 and Nasdaq 100 each fell more than 1%, led by a retreat in the tech sector. Big decliners included NVIDIA (NVDA), Palantir (PLTR), Apple (AAPL) and AMD. A pullback in rate-cut expectations weighed on sentiment, with the odds of a December cut at about 44.9% per CME FedWatch, down from a week ago and well below a month earlier. Investors brace for the BLS jobs report later this week, a key input for the Fed's policy path. While lower rates usually help the economy, some policymakers warn they won't fully fix labor-market cracks caused by longer-term structural issues. Stay tuned for the weekly calendar as data and rate expectations shift.

Lisa Su Delivers Incredible News for AMD Stock Investors

November 17, 2025, 5:26 PM EST. In this report, we examine how Lisa Su and AMD are positioned for aggressive growth over the next 3-5 years, as the company signals expansion in AI-driven markets. The discussion also covers updates affecting AI stocks broadly, plus the role of earnings timing and after-hours pricing referenced in the video. The piece notes the video invites viewers to subscribe and mentions disclosures tied to affiliates and The Motley Fool. Investors are reminded that stock prices used are after-market as of Nov. 12, 2025. While the streamer highlights potential upside, viewers should consider risk factors and stay tuned for further developments in AMD catalysts.

Capital One's Series J Preferred Stock Yields Climb Above 6.5% as COF.PRJ Trades Near Lows

November 17, 2025, 5:22 PM EST. Capital One Financial Corp.'s 4.80% Dep Shares Non-Cumul Perp Pfd Stock Series J (COF.PRJ) shows a yld > 6.5% based on a $1.20 annual dividend, with prints as low as $18.21. The issue trades at about a 24.8% discount to liquidation preference, wider than the sector average of roughly 9-10%. The non-cumulative feature means missed payments aren't carried forward. A one-year view shows COF.PRJ lagging the pair's chart vs the common, COF, which is also down. Dividend history confirms regular payouts, but price moves reflect rate shifts and bank earnings. Investors should weigh the yield against the non-cumulative structure and the risk of future missed payments when evaluating this preferred in the broader Financial sector.

US Bancorp Series K Preferred Yield Surpasses 6%, USB.PRP Trades Near $23

November 17, 2025, 5:20 PM EST. In Monday trading, US Bancorp's Series K Non-Cumulative Perpetual Preferred Stock (USB.PRP) yielded above 6% based on its quarterly dividend (annualized at $1.375). The stock traded as low as $22.87 on the day, versus an average 6.68% yield for the Financial preferred stock sector per Preferred Stock Channel. At last close, USB.PRP traded at a 7.64% discount to its liquidation preference, compared with the sector average discount of 9.97%. Note the shares are non-cumulative-missed dividends aren't owed before resuming common dividends. In the session, USB.PRP was off about 0.8%, while the common USB fell around 2.1%. Investors should weigh the risk of missed payments against the current yield and discount to liquidation value.

Global Payments (GPN): 1.35% Yield, Trading Below Book Value, Insiders Buying

November 17, 2025, 5:18 PM EST. Global Payments Inc. (GPN) drew attention after a recent insider purchase by Director Patricia A. Watson who bought 1,331 shares at $75.06. The stock has been trading in the low-$70s, yielding about 1.35% and paying a $1.00 annual dividend. DividendRank-style analysis highlighted strong profitability metrics alongside attractive valuation, with a long history of dividends cited by the report. The shares have traded through a 52-week range of roughly $65.93 to $120, and the current price sits below book value, a factor favored by value investors. As insiders buy and the dividend profile persists, investors may want to watch for further insider activity, upcoming results, and any changes to the dividend policy when assessing GPN.

Notable Monday Option Activity: DELL, FFIV, CVS

November 17, 2025, 5:16 PM EST. Options activity on three S&P 500 components stands out today. Dell Technologies (DELL) shows total volume of 50,865 contracts, about 5.1 million underlying shares, or roughly 90.6% of its 1-month average daily volume. A standout is the $120 put expiring Nov 21, 2025, with 3,825 contracts (about 382,500 shares). F5 Inc (FFIV) posted 7,250 contracts, about 725,000 shares, ~64.4% of its 1-month average. The active strike is the $240 call expiring Jan 16, 2026, with 3,009 contracts (≈300,900 shares). CVS Health (CVS) shows 41,298 contracts, about 4.1 million shares, or ~54.8% of its 1-month average. Notable is the $82 call expiring Nov 21, 2025, with 23,549 contracts (≈2.4 million shares).

HBANP Series A Yield Tops 6.5% as Huntington Preferred Stock Trades at Deep Discount

November 17, 2025, 5:14 PM EST. HBANP, Huntington Bancshares' 8.50% Series A Non-Cumulative Perpetual Convertible Preferred, was yielding above 6.5% in Monday trading as its annualized dividend stands at $1.125. Shares traded as low as $17.25, vs an average Financial-category yield of 6.68%. At last close, HBANP traded at a 98.25% discount to liquidation preference, far wider than the 9.97% category average. The issue is convertible with a ratio of 83.668, and it is non-cumulative, meaning missed dividends aren't carried forward before HBAN common dividends resume. On the day, HBANP was down ~0.9%, while HBAN fell about 1.4%.

PG&E Preferred Shares Yield Crosses 6% as Discount to Liquidation Preference Widens

November 17, 2025, 5:12 PM EST. PG&E's 4.5% Redeemable 1st Preferred (PCG.PRH) traded with a yield above 6% after a quarterly dividend of $1.125, with prints as low as $18.50. The issue sits at a 26.56% discount to its liquidation preference, wider than the Utilities category average of 11.65%. On the day, PCG.PRH slid about 2.2% while the common PCG fell roughly 1.6%. The sector averages a roughly 6.29% yield in the utilities space, underscoring value in preferreds despite PG&E risk. Investors may view the combination of higher yield and larger discount as a relative attractor in the PG&E capital structure.

Coffee Prices Hold Support as Tariffs on Brazilian Coffee Persist; Robusta Leads Gains

November 17, 2025, 5:10 PM EST. Arabica December KCZ25 is modestly lower while January RMF26 robusta surges about 6% on ongoing tariffs on Brazilian coffee and tighter global supplies. The administration's 40% tariff on Brazil remains in force, with only limited relief for certain commodities, keeping US imports price-sensitive. Minas Gerais rainfall provided some support, yet StoneX's 2026/27 view projects a Brazilian crop of 70.7 million bags (47.2m arabica), a +29% YoY increase. Vietnam's exports and a 4-year high in 2025/26 production add to a bulging supply backdrop, though inventories show Arabica at a 1.75-year low and Robusta at a multi-month low, lending some support to prices. The ICO's latest update shows a slight year-over-year decline in exports, underscoring a tightening but uneven global market.

Nvidia earnings eyed as the most important of the year, pro trader says

November 17, 2025, 5:09 PM EST. Nvidia's quarterly results are described as the biggest catalyst in a 'bend but don't break' market, according to pro trader Jay Woods. Nvidia, set to report after the bell, accounts for roughly 8% of the S&P 500 and weighs on the Dow and Nasdaq-100, so its results could move broad markets. Traders are assessing AI demand, GPU depreciation cycles, and how long the AI rally can last. The stock has climbed about 38% year to date but slipped this month; it last traded near $186 after closing around $190.17. A move above or below $185 seems pivotal, with Nvidia steering related funds like SMH and XLK. Beyond Nvidia, key events include payrolls data, Fed speeches, and earnings from Home Depot and TJX; a break above $380 for HD and above $145 for TJX would help sustain momentum.

Stocks and Bitcoin Slide as Nerves Weigh on Markets

November 17, 2025, 5:07 PM EST. The stock market opened with a risk-off tone as tech and crypto slid. The Dow fell about 575 points (roughly 1.2%), the S&P 500 down 1.15%, and the Nasdaq off 1.2%. The VIX rose about 13% as fear spiked, and CNN's Fear and Greed index sat in extreme fear. Bitcoin hovered near $92,000, erasing gains for the year after a six-week 25% slide. Coinbase slid about 8%. The S&P and Nasdaq fell below their 50-day moving averages, signaling softer near-term support. Nvidia forthcoming earnings and the odds of a December rate cut, near 45%, remain market focal points as investors rotate into cheaper names.

Amcor Earnings Dip Highlights Dilution Risk for AMCR Investors

November 17, 2025, 5:04 PM EST. Amcor plc (NYSE: AMCR) reported soft headline earnings, yet the stock has defied the move. The analysis shows dilution is a key driver: shares outstanding rose about 60% year over year, spreading net income over more shares and weighing EPS even as net income declines. Over the last three years, profit fell about 30% annually, with a 24% drop in the past year and a 40% drop in EPS. One-off unusual items reduced profit by about US$358m in the last twelve months, a reminder these are often non-recurring. If those items don't reoccur and operating profits recover, profit could improve; however, the dilution means owners' stake shrinks and EPS remains an important gauge for shareholder value. Analysts' forecasts and possible recovery remain a watch point for AMCR.

DWS to Acquire 40% Stake in Nippon Life India AIF Management, Expanding India's Alternatives Platform

November 17, 2025, 5:00 PM EST. Deutsche Bank's asset management arm, DWS, will acquire a 40% stake in Nippon Life India AIF Management (NIAIF), a subsidiary of NAMI. The tie-up aims to broaden capabilities across alternatives, including private credit, real estate, and venture capital, and to expand into passive investment solutions and global distribution for India-focused strategies. NIAIF has raised about $1 billion in capital commitments over the past decade and is a leading alternative fund manager in India. Beyond alternatives, the partners will co-develop passive products for Indian markets and explore a global distribution platform. The deal signals DB's intent to scale its asset management footprint in India, diversify revenue, and leverage collaboration across Asia. DWS CEO Stefan Hoops emphasized India as a core growth market for long-term investments and growth in both Alternatives and Passive strategies.

Snowflake's Multi-Cloud Strategy: Partnerships Fuel Expansion Amid Competition

November 17, 2025, 4:58 PM EST. Snowflake SNOW is expanding in the enterprise data landscape by unifying data across clouds via its AI Data Cloud. Partnerships with Microsoft Azure, AWS, Google Cloud and key integrators underpin growth, supporting steady enterprise adoption and robust customer metrics: ~12,482 total customers (up ~17.6% YoY) and ~686 customers generating more than $1M in TTM revenue. The next growth leg hinges on enterprises ramping consumption and scaling AI workloads, a process that can be uneven and time-consuming. Competition from Amazon AWS and Alphabet Google Cloud remains intense as they push cloud data, analytics and AI with GPU deployments. SNOW trades at a premium but shows strong YTD gains.

Canadian Pacific Advances Labor Stability With New Tentative Five-Year Agreement

November 17, 2025, 4:56 PM EST. Canadian Pacific Kansas City Limited (CP) has secured a new tentative five-year collective agreement with the Brotherhood of Locomotive Engineers and Trainmen, boosting labor stability across its U.S. network. The deal increases wages and introduces more flexible work rules for about 300 locomotive engineers on the Soo Line, serving Illinois, Indiana, Minnesota, North Dakota and Wisconsin. CP also disclosed 13 additional tentative five-year agreements with other U.S. unions, aiming to shore up workforce certainty as network fluidity and service performance remain critical for competitive supply chains. Management says the accords support safe, reliable service and long-term growth as CP widens its Canada-U.S.-Mexico reach. Despite tailwinds, CP stock underperformed the year, while the sector saw pressure; Expeditors International (EXPD) and SkyWest (SKYW) are cited as higher-ranked alternatives.

Franklin Resources Expands via Acquisitions and Partnerships to Accelerate Alternatives and Multi-Asset Growth

November 17, 2025, 4:54 PM EST. Franklin Resources (BEN) is accelerating growth through targeted acquisitions and partnerships to deepen its alternatives footprint and multi-asset capabilities. The October 2025 closure of the Apera Asset Management deal adds more than $90B to its alternative credit AUM, lifting total alternatives toward $270B as of Sept. 30, 2025. Earlier moves include partnerships with Copenhagen Infrastructure Partners, DigitalBridge, and Actis to expand private infrastructure for high-net-worth and institutional clients, a 2024 tie-up with SBI Holdings to grow ETFs, digital assets, and Asia-facing strategies, and the 2024 acquisition of Putnam Investments boosting defined-contribution AUM. Collectively, these initiatives broaden BEN's SMA footprint and exposure to private debt, real estate, hedge funds, and private equity. Peers BlackRock and T. Rowe Price are pursuing inorganic growth, with BlackRock's $3.2B Preqin deal in 2025.

Verizon Deploys 100G Optical Ring at Monumental Sports; Potential Revenue Upside

November 17, 2025, 4:52 PM EST. Verizon Communications (VZ) announced Verizon Business completed a 100G dedicated optical ring linking Monumental Sports & Entertainment's four sites, boosting bandwidth, resiliency and remote production. This aligns with a broader shift in media toward IP-based, remote workflows and could support the core broadcast/content creation process ahead of the 2025-26 NHL/NBA seasons. The deal adds to ongoing wins in the sector, though Verizon Business has faced soft demand in enterprise/public sector, with Q3 revenue at $7.14B, down 2.8% YoY. Competitors AT&T and T-Mobile are expanding in sports/media, potentially widening the competitive gap. Verizon trades around a 8.4x P/E and faces mixed near-term estimates.

Amcor (AMCR) Increases Dividend to $0.13, Raising Questions on Sustainability

November 17, 2025, 4:48 PM EST. Amcor plc (NYSE: AMCR) announced a dividend increase to $0.13 per share on December 17, lifting the annual payout to about 6.1% of the share price. While the higher dividend yield stands out vs. peers, sustainability concerns persist if earnings and cash flows don't rise. The payout ratio could approach 92% if EPS grows by about 125.9% next year, a high but potentially feasible level. History shows modest dividend growth (2019: $0.48, last year: $0.52, ~1.3% annually), yet earnings have fallen about 12% annually over five years. Additionally, share count rose around 60% in the last 12 months, complicating per-share growth. In sum, the bump is noteworthy, but the long-term income case appears cautious.

Bitcoin Dips Below $93K to Six-Month Lows as Analysts See Local Bottom Near

November 17, 2025, 4:46 PM EST. Bitcoin slid to around $92,500 on Monday, extending a multi-week retreat and erasing all 2025 gains, with BTC down about 13% over the past week. Ether hovered above $3,000 after a 15% weekly drop. The risk-off mood weighed on crypto equities-Coinbase, Circle, Gemini and Galaxy tumbled around 7%. Miners fared mixed, while HIVE jumped on an AI deal with Dell. The macro backdrop cooled expectations for a near-term Fed rate cut after the Empire State Manufacturing Survey jumped to 18.7, boosting the case for steadier policy. Futures gaps at $93,840 on the CME open and a remaining gap to $91,970 from April are cited as potential near-term pressure points. Traders reckon the local bottom could be forming as momentum slows.

Northrim BanCorp (NRIM) Emerges as a Growth Stock Pick Backed by Zacks Scores

November 17, 2025, 4:44 PM EST. Growth investors chase above-average growth but face higher risk. The Zacks Growth Style Score looks beyond traditional metrics to gauge real growth potential, and Northrim BanCorp (NRIM) currently earns a favorable score along with a top Zacks Rank. The article highlights three signals behind the case: – Earnings Growth: projected EPS up 51.1% this year vs industry 10.8%. – Cash Flow Growth: YoY 40.3% vs industry -11.3%; 3-5 year annualized cash flow growth 10.6% vs 4.1%. – Earnings Estimate Revisions: positive trend linked to near-term stock moves. These metrics suggest a strong growth profile for Northrim Bank's holding company, though investors should consider the typical volatility of growth stocks.

Why Growth Investors Should Buy OppFi (OPFI) Now, According to Zacks

November 17, 2025, 4:42 PM EST. OppFi Inc. (OPFI) is highlighted as a top growth pick by Zacks, thanks to a favorable Growth Score and a premier Zacks Rank. The analysis emphasizes that stocks with a Growth Score A/B and a Rank 1 or 2 often outperform. Key drivers include impressive Earnings Growth– OppFi's historical EPS growth sits at 97.5%, with projected EPS growth of 65.3% this year, well above the industry average. Cash Flow Growth is strong, with year-over-year growth around 61.8% and a 3-5 year average of 19.4%, above peers. Positive earnings estimate revisions add near-term momentum. While growth stocks carry volatility and higher risk, OppFi's growth trajectory and revisions point to a compelling thesis for growth investors looking for standout opportunities.

Three Reasons Growth Investors Should Consider HCI Group (HCI)

November 17, 2025, 4:40 PM EST. Growth investors seek stocks with above-average expansion, and HCI Group (HCI) is flagged by the Zacks Growth Style Score and a top Zacks Rank. The case rests on three pillars: Earnings Growth – with EPS expected to surge about 57.7% this year (vs. 18.3% industry); Asset Utilization / S/TA efficiency – at 0.35 versus the industry's 0.34; and solid Sales Growth – projected around 40.9% this year (vs. 5% industry). In addition, positive earnings estimate revisions have supported the stock recently, reinforcing the growth narrative. Taken together, a combination of a strong Growth Score, favorable Zacks Rank, and improving estimates makes HCI Group a compelling growth pick.

Alphabet (GOOG) as a Growth Stock: 3 Reasons It Stands Out

November 17, 2025, 4:38 PM EST. Investors chase growth stocks that deliver above-average earnings and cash flow. Alphabet Inc. (GOOG) ranks on the Zacks Growth Style Score list, combining a strong Growth Score with a top Zacks Rank. The three core factors behind its growth thesis are: Earnings Growth, with expected EPS up about 30.5% this year versus a 10.3% industry average; Cash Flow Growth, where year-over-year cash flow rises around 34.6% and has outpaced peers; and Earnings Estimate Revisions, which show a positive trend in near-term forecasts. Taken together, these signals suggest Alphabet's growth story remains intact, supported by robust profitability momentum and favorable revisions.

Why WisdomTree, Inc. (WT) Emerges as a Solid Growth Stock Pick

November 17, 2025, 4:36 PM EST. WisdomTree, Inc. (WT) is highlighted as a top growth pick thanks to a powerful blend of earnings potential, efficiency, and optimistic revisions. The article notes a projected EPS growth of 25% this year, outpacing the industry, with a historical EPS growth of 21.8%. It points to an attractive S/TA (sales-to-total-assets) ratio of 0.4 versus an industry average of 0.21, signaling strong asset efficiency. Sales growth is expected to hit 13.2% this year, well above peers. The piece also emphasizes earnings estimate revisions trending upward, a signal often correlated with near-term upside. Combined with a top Zacks Rank, WT is portrayed as a growth stock with potentially durable momentum.

3 Reasons Growth Investors Shouldn't Overlook Kaiser Aluminum (KALU)

November 17, 2025, 4:34 PM EST. Growth investors are attracted to Kaiser Aluminum (KALU) thanks to a favorable Growth Score, top Zacks Rank, and inclusion on growth lists powered by the Zacks Growth Style Score. The thesis hinges on accelerating earnings: EPS is expected to grow 133.9% this year (vs 15.2% industry), while the company's historical growth runs at about 17.4%. Efficiency also stands out: S/TA ratio of 1.3 compares with an industry average of 0.8, and sales are forecast to rise 14.1% this year. Positive earnings estimate revisions further underpin the setup. Still, growth stocks carry volatility and higher risk, and investors should monitor whether momentum in revisions and execution can sustain the upside for KALU.

Why Alphabet (GOOGL) is a Top Pick for Growth Investors Now

November 17, 2025, 4:32 PM EST. Growth investors chase stocks with above-average growth, and Alphabet (GOOGL) stands out thanks to the Zacks Growth Style Score and a top Zacks Rank. The piece highlights earnings growth as a key driver, with Alphabet's historical EPS growth at 20.7% and an expected jump to about 30.5% this year, well above the industry 10.3%. Cash flow growth is also strong, up 34.6% year over year, with a longer-term pace of 19.3% over 3-5 years. Positive earnings estimate revisions add to the setup. Taken together, the stock's Growth Score (A/B) and Zacks Rank suggest continued upside for a growth-oriented investor.

Sonic Automotive SAH: ROCE Steady at 16% as Capital Deployment Rises

November 17, 2025, 4:30 PM EST. Sonic Automotive (NYSE: SAH) posts a ROCE of about 16%, roughly in line with the industry average. Over five years, ROCE has been flat while the company has deployed about 74% more capital into its operations, suggesting the business is continuing to reinvest profits at similar returns. That reliability supports a solid if unexciting return for shareholders, with a reported 65% total return over five years. However, the balance sheet raises concern: current liabilities sit at about 46% of total assets, meaning short-term creditors are funding a large share of the business. Investors should also note 3 warning signs flagged in research. In sum, the stock shows stable ROCE and growth in capital deployment, but liability risk and risks warrant further scrutiny.

Hut 8's (NASDAQ:HUT) earnings raise questions amid weak foundations, negative FCF, and dilution

November 17, 2025, 4:28 PM EST. Hut 8's latest report shows investors may be right to worry about foundations rather than headlines. The accrual ratio for the year to September 2025 stood at 0.34, signaling that the company's free cash flow significantly lagged its reported profit. Over the last 12 months, Hut 8 posted a negative FCF of about US$290m, even as its statutory profit appeared modest. The company also issued new shares, diluting holders by roughly 15% in the past year, which dims per-share visibility. Although trailing profits grew about 2.2% in the last year, EPS actually fell about 17% as dilution and cash burn weighed on per-share results. With prior years of losses and weak cash generation, the stock's muted reaction to earnings may reflect a more cautious outlook on Hut 8's profitability prospects.

Broadcom Stock Price Forecast: AVGO Targets $480 as AI Revenue Surges Toward $100B in 2026

November 17, 2025, 4:24 PM EST. Broadcom (AVGO) enters 2026 with momentum as AI orders drive revenue higher. The stock sits around $344, up roughly 47% YTD and nearly 900% over five years. A $10B XPU rack order from a new hyperscaler and Google's expanding TPU roadmap lifts FY26 AI revenue to the $30-$32B range, with total revenue nudging toward $89-$100B depending on guidance. Jefferies and other banks see AI accelerators expanding Broadcom's path to a $60-$90B AI opportunity by FY27, aided by a fourth hyperscaler, VMware-infrastructure software strength, and continued growth in custom silicon. The result: Broadcom remains a rare AI ASIC and networking/software dual-engine in the semis space, poised to outpace rivals beyond 2025.

Sealed Air's Earnings Quality Looks Solid Despite Unusual Items

November 17, 2025, 4:22 PM EST. Sealed Air Corp (NYSE: SEE) delivered a solid earnings report, with headline profits supported by strong fundamentals. Our review flags a $111m hit from unusual items that weigh on recent results but are often one-off. If these costs don't recur, earnings could improve next year, all else equal, though EPS declined in the last twelve months. The analysis also points to a warning sign to monitor and suggests weighing risks alongside factors such as return on equity and insider activity. For a fuller view, consider analyst forecasts and a broader set of fundamentals rather than a single metric.

Morning News Wrap-Up: Backtest Disclosures and Limitations Highlighted

November 17, 2025, 4:20 PM EST. Note: This disclaimer clarifies that backtested results are illustrative, not a guarantee of future performance. Backtests are retroactive models built on historical data, relying on assumptions that may not hold. Changes to execution, liquidity, or market conditions can materially affect outcomes. The model may be tuned to maximize past returns, and actual results may diverge. Backtests typically assume reinvested dividends and, unless stated, are presented gross-of-fees and exclude transaction costs and other expenses. No cash balances are included, and regulatory considerations around fee disclosures must be observed. Use this as a caution rather than a forecast when evaluating strategy presentations.

Clearwater Analytics Holdings (CWAN) Earnings Weaker Than They Seem: Accrual Ratio Signals FCF Pressure

November 17, 2025, 4:18 PM EST. Clearwater Analytics Holdings (CWAN) reported earnings that looked solid but failed to lift the stock, as investors weigh earnings quality. For the year to September 2025, the accrual ratio is 0.21, signaling free cash flow lagged behind profit. In the last twelve months, FCF was US$82m versus a profit of US$392.5m. A better accrual ratio last year offers some optimism for a rebound, but the story is tempered by dilution: shares outstanding rose about 18%, depressing per-share metrics such as EPS. Investors should watch whether cash flow improves relative to profit and whether the company can reverse dilution. Analysts' forward views are available via the linked interactive forecast graph.

Geopolitical Risks Keep Crude Prices Supported Amid Supply Disruptions

November 17, 2025, 4:16 PM EST. Crude prices remain underpinned by geopolitical risks surrounding Russia, Iran and Venezuela, with WTI edging higher and RBOB slipping on the day. Iran's tanker seizure and a U.S. military buildup heighten supply concerns, while Russia's export disruptions and Ukrainian strikes have curbed seaborne shipments and refinery throughput. Sanctions on Russian oil, plus OPEC+ production moves, add to the uncertain supply backdrop. OPEC+ lifted December output by 137,000 bpd but plans a pause in Q1-2026 as a global surplus looms, per the IEA. The EIA also raised its 2025 U.S. crude production view to 13.59 million bpd. Tanker inventories remain elevated in some measures, while Western inventories sit below seasonal norms.

Are HGV Options Traders Signaling a Big Move for Hilton Grand Vacations?

November 17, 2025, 4:14 PM EST. Implied volatility on Hilton Grand Vacations (HGV) options, notably the Dec 19, 2025 $35 call, is among the highest in the session, signaling traders expect a material move. Implied Volatility reflects anticipated price swings; when IV is elevated, a big move or event could be on the horizon. Analysts' view remains cautious: Zacks Rank #5 (Strong Sell) in the Hotels and Motels group, with the consensus EPS for the current quarter slipping from $1.16 to $1.06. Some option traders may look to sell premium to profit from time decay if the stock doesn't move as much as implied. For traders considering HGV options, a disciplined approach-watching IV, earnings timing, and risk-can help navigate the setup.

Tariff Cuts Could Boost Markets: Trump Eases Trade Barriers and Motley Fool Reveals Top 10 Stocks to Buy Now

November 17, 2025, 4:12 PM EST. Tariff reductions are framed as easing the cost of living, prompting investors to consider where to deploy $1,000 today. The Motley Fool's Stock Advisor team says it has identified the 10 best stocks to buy now, with past picks like Netflix (2004) and Nvidia (2005) delivering outsized returns. The program touts an average 1,035% return versus about 191% for the S&P 500. It promotes subscribing to access the current top-10 list. Disclosures note Parkev Tatevosian's ties to The Motley Fool and affiliate incentives. The piece underscores stock selection over broad indices, and cites Nasdaq as a referenced benchmark in the discussion.

Alphabet Stock Update: AI Market Momentum for GOOG/GOOGL Investors

November 17, 2025, 4:10 PM EST. In this update on Alphabet (GOOG/GOOGL) and other AI stocks, we recap after-market moves as of Nov. 14, 2025 and compare them with the latest Motley Fool Stock Advisor commentary. The video notes that, while the Fool's top-10 list aims to identify stocks with monster long-term returns, Alphabet wasn't among the picks, contrasting with the outsized gains from past inclusions like Netflix and Nvidia. For investors weighing where to allocate $1,000 now, the piece highlights Alphabet's potential via search, cloud, and AI infrastructure versus the broader AI rally and top-stock ideas. Viewers are reminded of sponsor and disclosure notes and encouraged to assess valuation, risk, and catalysts before adding GOOG/GOOGL exposure.

Astronics (ATRO) Earnings Revisions Point to Upside; Zacks Rank #1 Signals Buy Opportunity

November 17, 2025, 4:08 PM EST. Astronics Corporation (ATRO) looks attractive as analysts keep lifting earnings estimates, a trend that often precedes near-term upside. The company now has a Zacks Rank #1 (Strong Buy), reflecting rising earnings revisions. The current quarter is seen at $0.54 per share, up 12.5% year over year, with the full-year estimate at $1.78 (+63.3% YoY). Over the last month, consensus revisions rose about 7.88%, and the overall Zacks Consensus EPS has increased by 10.2%. In addition, Astronics has gained 12.8% in four weeks, underscoring optimism around its earnings growth prospects and potential upside for the stock.

Northrim BanCorp (NRIM) Earnings Revisions Lift Outlook; Zacks Rank #1 Signals Upside

November 17, 2025, 4:06 PM EST. Analysts are lifting Northrim BanCorp's earnings outlook, pushing NRIM higher on revised EPS estimates. The next-quarter EPS is now forecast at $0.64, up about 30.6% year over year, and the full-year EPS is seen at $2.50, up roughly 51.5%. With positive estimate revisions in the last 30 days and no negative revisions, the Zacks Consensus has risen about 6.22% for the quarter and 6.61% for the year. These revisions have helped Northrim earn a Zacks Rank #1 (Strong Buy), a historically strong predictor of stock outperformance. The stock has advanced about 16.1% over the past month, and the trend in earnings estimates suggests further upside could lie ahead for NRIM.

Aris Mining ARMN Seen to Benefit from Surging Earnings Estimates and Zacks Rank #1

November 17, 2025, 4:05 PM EST. Aris Mining Corporation (ARMN) is benefiting from rising earnings estimates. Consensus forecasts for the next quarter and full year have moved higher, with the 12-month EPS estimate up 75% in 30 days. The current-quarter projection is $0.53 per share (up 278.6% YoY) and the full-year estimate is $1.23 (up 261.8%). These revisions align with a Zacks Rank #1 (Strong Buy), a track record of outperformance. The stock has jumped about 10.7% over the past four weeks, and further upside remains as revisions stay constructive. For investors, Aris Mining could represent a timely addition to a growth-focused portfolio given its improving earnings trajectory and optimistic sentiment.

Trump Tariff Cuts Ignite Market Optimism: Top Stock Picks and Stock Advisor Insights

November 17, 2025, 4:02 PM EST. Tariff reductions could curb the pace of rising living costs and lift market sentiment, prompting renewed focus on stock ideas. The Motley Fool's Stock Advisor lists what it considers the 10 best stocks to buy now, while also referencing popular ETFs such as the Invesco QQQ Trust. The piece points to historic winners like Netflix and Nvidia to show how timely recommendations can compound, and it touts Stock Advisor's average returns as league-leading versus the S&P 500. Disclosures note Parkev Tatevosian has no position in the mentioned stocks, and affiliate relationships may support content. For investors, the takeaway is that tariff policy shifts and curated stock lists can shape near-term opportunities and risk for stocks and ETFs.

BitMine Buys $173M in Ethereum as Tom Lee Ties Crypto Weakness to Liquidity Crunch

November 17, 2025, 4:00 PM EST. BitMine Immersion Technologies (BMNR) expanded its Ethereum stake by more than $173 million as Co-founder and chair Tom Lee argues that a liquidity crunch is weighing on crypto prices. The company bought over 54,000 ETH and now holds nearly 3.6 million ETH, approaching 3% of circulating supply and strengthening its digital-asset treasury. The move comes even as ether trades near the low-$3,000s and BitMine adds a small exposure to Eightco (ORBS). Lee attributes the pullback to fading liquidity from market makers, likening it to a crypto-specific quantitative tightening. By boosting its cash to $607 million, BitMine signals a continued balance-sheet strategy that aims to weather downturns while riding potential tokenization of traditional assets on Ethereum.

NeurAxis NRXS Falls 8.6% After Q3 2025 Amid Revenue Growth But Margin Pressures Persist

November 17, 2025, 3:58 PM EST. NRXS shares fell 8.6% after NeurAxis reported Q3 2025 results, lagging the S&P 500's 1.7% drop; the stock is down 36.4% over the past month versus a tiny market gain. The company posted Q3 revenue of $0.8 million, up 21.7% YoY, marking the fifth straight quarter of double-digit growth as unit deliveries rose 38% on patients in the financial assistance program. However, operating loss widened to $2.1 million from $1.7 million, with higher selling expenses up 125.3% YoY. Gross margin slipped to 83.3% from 85.4%, and net loss was $2.1 million. Cash stood at $4.4 million with $2.8 million raised via ATM and warrant exercises. Management expects a major scaling phase in 2026, aided by a CPT Category I code set for Jan 1, 2026 to simplify billing and expand payer coverage.

Stocks Dip Ahead of Nvidia Earnings and US Data as Alphabet Rally Buoys Market

November 17, 2025, 3:56 PM EST. Stock indexes edged lower as investors braced for Nvidia's earnings and a flood of delayed US economic reports. The S&P 500, Dow and Nasdaq futures were in the red, while Alphabet jumped about 4% after Berkshire Hathaway disclosed a $4.9 billion stake. The week features Walmart, Target and Home Depot results and a heavy slate of data, including ADP employment, housing, trade and FOMC minutes. The Empire State manufacturing index surprised with a rise to 18.7, aiding sentiment. Traders price in roughly a 41% chance of a -25 bp rate cut at the December meeting. Q3 earnings remain robust, with about 82% of S&P 500 companies beating expectations as earnings growth nears the best pace since 2021. Global equities traded lower, and yields were mixed amid ongoing rate expectations.

Lyft Stock Rises 15.3% After Mixed Q3 2025 Earnings; Q4 Guidance

November 17, 2025, 3:54 PM EST. Lyft's stock rose 15.3% since its Q3 2025 earnings release on Nov. 5, 2025, despite results that missed the Zacks Consensus. Q3 earnings were 26 cents per share vs 30 cents expected, and revenues of $1.68 billion missed $1.70 billion estimates, though year-over-year growth was strong. Gross bookings reached $4.78 billion, up 16%, with rides up 15% to 248.8 million and active riders up 18% to 28.7 million. Adjusted EBITDA was $138.9 million, a 29% rise, and the margin improved to 2.9%. The balance sheet strengthened with cash of $1.31 billion and reduced debt. For Q4 2025, Lyft projects mid-to-high teens rides growth, 17-20% gross bookings growth, and adjusted EBITDA of $135-155 million (2.7%-3% margin).

Tesla Stock Surges on Chinese AI Win as Vegas Police Deploy Cybertrucks

November 17, 2025, 3:52 PM EST. Tesla Stock (TSLA) rose on news that its AI ambitions gained ground in China after the government approved its xBot customer-service tool for use in Shanghai. Regulators required data localization, safety, and cybersecurity checks, but the clearance marks a meaningful step for Tesla in local AI ecosystems alongside partners like DeepSeek and ByteDance. The move helped lift shares by about 3% in afternoon trading, underscoring how expansion beyond EVs can support sentiment. Separately, the Las Vegas Metropolitan Police Department unveiled the nation's largest fleet of Tesla Cybertrucks, custom-equipped for high-stakes policing, highlighting the brand's growing visibility in public-sector use cases. On Wall Street, consensus remains Hold, with a blended mix of Buys, Holds, and Sells and a price target near $382.54.

J. M. Smucker (SJM): Assessing Valuation After Recent Share Price Gains

November 17, 2025, 3:50 PM EST. J. M. Smucker (SJM) has risen about 4% in the last month, yet longer-term returns remain muted versus the broader market. At roughly $109.14, the stock sits just below the widely cited fair value of $116.19, suggesting an undervalued setup if the turnaround plan gains traction. The latest narrative implies optimism over improved profits, margin expansion, and new growth in pet and branded packaged foods, but momentum is still uncertain. A price-to-sales ratio near 1.3x sits above the US Food sector average (~0.8x) and peers (~0.6x), signaling valuation risk if improvements stall. Key catalysts include sustained advertising, product innovation (e.g., Milk-Bone PB Bites), and category expansion, while risks include volatility in green coffee prices and weaker demand for legacy brands.

Could a $10,000 Investment in Nebius (NBIS) Make You a Millionaire?

November 17, 2025, 3:48 PM EST. Nebius, the Dutch data-center platform, has posted a surge in demand and revenue, up ~350% in the past year, as hyperscalers rush to secure AI cloud capacity. Nebius' Q3 revenue climbed 355% YoY to about $146 million and capacity sold out across the quarter. The key drivers are two major contracts: Microsoft worth up to $19.4 billion and Meta Platforms for $3 billion over five years. With backlogs that remain large, Nebius is positioned for continued growth as it brings more capacity online. But turning a $10,000 investment into a $1 million stake is speculative and depends on sustained capacity expansion, execution, and favorable market dynamics.

Lumen (LUMN) Upgraded to Zacks Rank #2 Buy on Improving Earnings Prospects

November 17, 2025, 3:46 PM EST. Lumen (LUMN) has earned attention after a Zacks Rank #2 (Buy) upgrade, driven by an improving earnings picture and rising earnings estimates for the current year and beyond. The Zacks rating hinges on changing earnings outlooks, with earnings estimate revisions shaping the near-term price path as institutional investors adjust fair value. This dynamic can translate into buying pressure and higher share prices as revisions trend higher. The framework classifies stocks across five groups, from Strong Buy to Sell, highlighting how improving fundamentals and ongoing earnings revisions can support upside for LUMN in the period ahead.

Best Altcoins to Buy as Bitcoin and Ethereum Enter a Supercycle

November 17, 2025, 3:42 PM EST. Bitcoin and Ethereum are entering a structural supercycle driven by ETF adoption, institutional flows, and a still-small share of global investable wealth. As crypto allocations rise, self-custody wallets, fast payment rails, and scalable infrastructure could capture outsized upside. Altcoin bets hinge on real utility, strong liquidity, and crisp roadmap execution-with tokens like Bitcoin Hyper, Wallet Token, and BNB offering different angles from Layer 2 capacity to wallet-driven demand. Investors should weigh volatility risk before committing capital. With a crypto market cap near $1.9T competing against traditional assets, liquidity tends to favor assets tied to payments, wallets, and scalability. In this setup, the best altcoins are those delivering tangible use cases that could compound as the supercycle unfolds.

Markets at fresh highs spark dangerous euphoria as Levkovich Index signals risk

November 17, 2025, 3:38 PM EST. Investor enthusiasm is at a fever pitch as Citi's Panic/Euphoria Model-now the Levkovich Index-stretches toward euphoria at about 0.79, nearly double the 0.41 threshold. The gauge blends short interest, margin debt and sentiment surveys, and has long served as a contrarian warning. Historically, readings near panic have preceded higher stocks a year later, while euphoria points to lower prices. The S&P 500 has climbed about 14% in 2025, with strategists eyeing more gains. Morgan Stanley's Mike Wilson is pegging the large-cap index at 7,800 by end-2026. Bears outnumber bulls per the AAII, while Bank of America's Bull & Bear Indicator sits neutral despite robust equity inflows.

Quantum Computing Rises on Q3 Beat and Major Bank Order

November 17, 2025, 3:34 PM EST. Markets opened lower, but Quantum Computing (NASDAQ: QUBT) shares surged about 10% after reporting its Q3 2025 results. The company posted revenue of $384,000, ahead of the $116,670 consensus, and EPS of $0.01, reversing a year-ago loss. A major U.S. bank purchase order for its quantum cybersecurity platform was described as a milestone validating real-world use. Yet some strategists cut expectations, with Lake Street lowering its target to $16 from $24, underscoring the volatility facing the nascent quantum space. Investors should weigh risk as sector swings persist, even as results and a marquee order buoy sentiment. The article also touches on broader analyst views of whether quantum plays fit diversified portfolios.

Daily Dividend Report: LOW, XYL, CINF, MPW, ARMK Declares New Payouts

November 17, 2025, 3:32 PM EST. Daily dividend updates for five names: LOW declares $1.20 quarterly, payable Feb. 4, 2026, with a record date Jan. 21, 2026. XYL pays $0.40, Dec. 23, 2025, to record holders Nov. 25, 2025. CINF issues $0.87, Jan. 15, 2026, with Dec. 22, 2025 record. MPW sets $0.09, Jan. 8, 2026, record Dec. 11, 2025. ARMK raises dividend 14% to $0.12, payable Dec. 17, 2025, record Dec. 5, 2025.

Monday's PEJ ETF Sees Unusual Volume; Warner Bros. Discovery, Norwegian Cruise Lead Activity

November 17, 2025, 3:30 PM EST. The Invesco Leisure and Entertainment ETF (PEJ) traded unusually high in afternoon sessions, with 874,000 shares vs about 58,000 average. The ETF was down around 3.5% on the day. Among the heaviest movers, Warner Bros. Discovery slid about 3.5% on volume above 12.8 million shares, and Norwegian Cruise Line fell about 6.7% on roughly 8.9 million shares. By contrast, Texas Roadhouse ticked higher, up about 0.8%, while Flutter Entertainment lagged, down around 7%. A video feature accompanies today's coverage. The move highlights how PEJ components can drive the ETF's intraday performance.

US Stock Market Today, November 17, 2025: Nvidia Earnings, Jobs Data Loom as Wall Street Wobbles

November 17, 2025, 3:28 PM EST. New York markets opened in cautious lockstep as investors await Nvidia's earnings, crucial jobs data, and a wave of AI-related catalysts this week. The Dow was about 0.2% lower near 47,100, the S&P 500 down ~0.1%, and the Nasdaq hovering near flat as traders weigh AI demand against valuation. Nvidia remains the focal point, with options suggesting a roughly 6% move on earnings and analysts watching for signs that AI spending can stay buoyant. A rare Buffett bet on Alphabet helped lift tech names, while the market digests Thiel Macro's Nvidia exit and looming data. The session is described as cautious but not panicked, with traders awaiting data this week that could shift the trend.

U.S. stocks drift as Nvidia earnings loom; data delays keep markets cautious

November 17, 2025, 3:24 PM EST. U.S. stocks drifted without a clear direction Monday as investors await key data and Nvidia's forthcoming results. The Dow fell about 88 points, the Nasdaq slipped, and the S&P 500 edged lower, signaling a cautious session near the unchanged line. Traders are eyeing delayed U.S. data on factory orders, the trade deficit, and the September jobs report, with the release timing shaped by the recent government shutdown. The Fed outlook remains in focus, with the CME FedWatch implying a roughly 57% chance of holding rates next month. Nvidia (NVDA) is in the spotlight ahead of its Wednesday after-hours report, potentially guiding sentiment on AI valuations. International markets were mixed, and the 10-year yield drifted lower.

Intel (INTC) Rating Update: 2025 Rally Sparks Debate Over Top Stock Picks

November 17, 2025, 3:22 PM EST. Intel (INTC) shares are strengthening in 2025, and the author had maintained a buy rating through the year. A fresh look at the stock amid competing calls from Motley Fool Stock Advisor shows the group named Intel among its covered names, but not in the current top 10 picks. The piece highlights how long-term winners like Netflix and Nvidia would have turned a $1,000 stake into life-changing gains, underscoring the volatility of calls. While Stock Advisor touts a track record of robust gains (over 1,000%), the group notes that past picks outperform the S&P 500, yet investors should weigh risks. The Fool discloses positions in Intel and offers options guidance linked to its service. Always consider your risk tolerance and investment horizon when evaluating INTC.

HLIT Oversold RSI 28.4 Sparks Potential Buy Opportunity for Harmonic, Inc.

November 17, 2025, 3:20 PM EST. HLIT recently slipped into oversold territory with an RSI of 28.4, signaling potential momentum exhaustion after a session low near $9.35. By comparison, the SPY RSI sits around 44.5, highlighting a broader contrast. Traders may view the drop as a potential near-term buy point if sellers pause and buyers come in. HLIT trades near $9.41 after brushing a 52-week range low of $7.80 and high of $13.75. A rebound could unfold if demand returns; investors will monitor price action and technicals for confirmation. The note also cites Buffett's cautionary dictum: be fearful when others are greedy. As with all stock ideas, risk tolerance and due diligence remain essential.

Monday's ETF Movers: REMX Leads as SPDR Cap Markets Lags

November 17, 2025, 3:18 PM EST. On Monday, the VanEck Rare Earth/Strategic Metals ETF REMX led gains among ETFs, up about 5%. Notable components included Sigma Lithium (+31.9%) and SQM (Sociedad Química y Minera) (+11.7%). By contrast, the State Street SPDR S&P Capital Markets ETF trailed, slipping roughly 1.5% in afternoon trading, with Blue Owl Capital down about 5.6% and Coinbase Global down about 5.3%. A video recap titled 'Monday's ETF Movers: REMX, KCE' accompanies the report.

Dollar Supported by Empire Survey as Fed Cut Bets Fade; Euro Sags, Yen Up on Japanese Data

November 17, 2025, 3:17 PM EST. The dollar index rises about +0.25% as the Empire manufacturing index unexpectedly climbs to 18.7, a 1-year high, bolstering risk-off demand for the greenback. A run of Fed speakers signaled a willingness to keep rates steady, trimming December rate-cut expectations to about 41%. In the euro area, EUR/USD slips as the ECB's policy stance diverges from the Fed, despite the EC raising 2025 Eurozone GDP to +1.3%. Meanwhile, the USD/JPY advances on Japan's weaker Q3 GDP and firmer JGB yields, even as a softer external backdrop persists. Market focus remains on central-bank paths and inflation data as policy bets shift through year-end.

ZIM Integrated Shipping Jumps Toward $17 as Bulltick Boosts Stake Ahead of Q3 Earnings

November 17, 2025, 3:12 PM EST. ZIM Integrated Shipping Services (NYSE: ZIM) trades near $17, up about 6% ahead of its Q3 2025 earnings. Options imply an about ±11-12% move, underscoring elevated volatility heading into the print. A new 13F filing shows Bulltick Wealth Management LLC increased its stake to 88,000 shares (roughly 0.07% of float), about $1.4 million. The record date for the December 19 annual/extraordinary meeting in Haifa arrives today amid governance tension after an Israeli group seeks three directors. The stock sits in a container-shipping market marked by overcapacity, rate swings and EU emissions costs, with profits normalized since 2021. From October, ZIM has risen from the low $13s to the mid-$17s (roughly a 25-30% rebound), though it remains about -19% YTD per MarketBeat.

Fundstrat Granny Shots US Large Cap ETF GRNY Marks One-Year Anniversary with $3.65B AUM, 30.12% YTD

November 17, 2025, 3:10 PM EST. Fundstrat Capital marked the one-year anniversary of its flagship GRNY Granny Shots US Large Cap ETF, launched Nov. 7, 2024. GRNY surpassed $3.65 billion in AUM as of Oct. 31, 2025, as investor demand accelerated into October with $570 million in net inflows-the second-largest month on record. In its first year, the ETF delivered 30.12% YTD, outperforming the S&P 500 by 1,260 basis points amid a volatile market environment. Leaders Tom Lee and Ken Xuan emphasize an evidence-based, theme-driven approach focused on strong stocks tied to key Supercycles, with weekly video updates and real-time portfolio commentary (grannyshots.com) helping engage RIAs and family offices. GRNY also posted robust liquidity, averaging 3.7 million shares in three-month volume, as it broadened access on major platforms and wirehouses.

Monday Sector Leaders: Television & Radio and Precious Metals

November 17, 2025, 3:04 PM EST. On Monday, television & radio stocks led the market, rising roughly 3.6% on the session. The standout gainers were E.W. Scripps (+~33.4%) and Sinclair (+7.3%). In a separate show of strength, the precious metals complex advanced about 3%, led by Osisko Development with a dramatic move, up around 157.4%, and Taseko Mines trading higher by about 3.9%. The session highlighted overlapping momentum in media-related equities and miners, with investors rotating into sector leaders amid broader risk appetite. Keep an eye on any catalysts driving the Osisko spike and follow the ongoing performance of mid-cap media names alongside commodity-related plays.

Monday Sector Laggards: General Contractors & Builders, Textiles

November 17, 2025, 3:02 PM EST. On Monday, general contractors & builders were laggards, slipping about 3.5%. The slide was led by Comstock Holding Companies (≈ -14.7%) and Beazer Homes USA (≈ -4.6%). Meanwhile, textiles also slipped about 2.7%, with Fossil Group down ~-7.3% and Carters around -6.1%. A video recap runs with the title Monday Sector Laggards: General Contractors & Builders, Textiles. The piece notes the day's movers and is attributed to the author rather than Nasdaq, Inc.

Morgan Stanley Sees S&P 500 Rallying 16% Next Year – 6 Investing Tips to Capitalize

November 17, 2025, 2:58 PM EST. Morgan Stanley expects the S&P 500 to surge about 16% next year, driven by earnings momentum and macro catalysts. The report also outlines six investing tips to help readers capitalize on the upside, ranging from portfolio diversification to risk management and sector rotation considerations. Investors should weigh valuations, macro trends, and personal risk tolerance as they position for a potential rally.

YieldBoost ALIT: 26.8% Annualized Yield With January 2027 Covered Call at $3

November 17, 2025, 2:54 PM EST. Investors in ALIT can boost income beyond the ~7.3% dividend by selling the January 2027 covered call at the $3 strike. The premium (about $0.50 bid) annualizes to ~19.5%, for a total of ~26.8% if the stock isn't called away. Any upside above $3 would be surrendered, requiring roughly a 35.8% stock rise to trigger a call. If called, the return from this setup could reach about 58.4%, in addition to any dividends collected prior to the call. Dividend predictability varies with profitability. The approach uses ALIT's volatility (~46% trailing) and current price around $2.19. This reflects the StockOptionsChannel YieldBoost concept, blending option premium income with existing yields.

RSI Alert: Harley-Davidson (HOG) Oversold; DividendRank Signals Potential Value

November 17, 2025, 2:50 PM EST. Harley-Davidson Inc (HOG) moved into oversold territory as RSI dropped to 29.5, below the 30 threshold. Dividend Channel's DividendRank places HOG in the top 10% of its dividend-stock universe, underscoring a blend of solid fundamentals and attractive valuation. With the stock trading around $24.20-$24.71 and an annualized dividend of $0.72, the yield sits near 2.9%. The oversold condition suggests a potential entry point for bullish investors if momentum stabilizes. Investors should weigh dividend history, payout consistency, and upcoming fundamentals alongside the RSI context. The piece notes that the broader dividend stock universe has an average RSI around 47.7, highlighting Harley's relative weakness and possible rebound potential.

SS&C Technologies (SSNC) Breaks Below 200-Day Moving Average, Price Dips

November 17, 2025, 2:48 PM EST. Shares of SS&C Technologies Holdings (SSNC) traded below their 200-day moving average of $83.37 on Monday, dipping to a session low of $82.82. The stock sits about 0.8% lower on the day. The chart tracks SSNC's performance relative to the 200-day MA over the last year, with a 52-week range of $69.605 to $91.07 and a last print near $82.79. A break below the long-term average can signal continued near-term pressure, though momentum typically depends on volume and broader market context. Investors may also watch other dividend names that recently crossed below their 200-day MA.

YieldBoost: Insperity NSP From 7.5% Dividend to 30.5% via April 2026 Covered Call

November 17, 2025, 2:46 PM EST. Insperity Inc (NSP) currently yields about 7.5%. Traders can boost income by selling the April 2026 $35 covered call, collecting a $3.10 bid premium. At current prices, that premium annualizes to roughly 23.1%, delivering a total potential annual return of about 30.5% if NSP stays below $35. If the stock is called away, upside is capped, but investors would still lock in roughly 17.3% from the trade plus any dividends received beforehand. The strategy assumes dividend consistency; NSP's dividend history and a 54% trailing twelve-month volatility provide context for risk and reward. For other ideas, explore additional NSP call contracts and broader option-volume trends. Note: dividend amounts can vary with profitability.

YieldBoost: HP Investors Could Target 28.7% Annualized Return With March 2026 Covered Call

November 17, 2025, 2:44 PM EST. Helmerich & Payne (HP) investors can boost income by selling the March 2026 covered call at the $30 strike and collecting a $2.35 bid premium, yielding about 25.1% against the current price and a total 28.7% annualized return if the stock stays below $30. If called away above $30, upside is capped but the position still delivers roughly 16.3% from the trade plus any dividends. The stock's 3.6% dividend adds to total income. The view takes into account historical volatility around 56% and current market sentiment with high call volume, suggesting appetite for bullish options. The decision depends on whether you're willing to forgo upside beyond $30 in exchange for premium income.

York Space Systems Files S-1 for Proposed IPO, Plans NYSE Listing (YSS)

November 17, 2025, 2:41 PM EST. York Space Systems has filed a registration statement on Form S-1 with the SEC for a proposed initial public offering of its common stock and plans to list on the New York Stock Exchange under the symbol YSS. The number of shares to be offered and the price range have not yet been determined. Goldman Sachs & Co. LLC, Jefferies, and Wells Fargo Securities are serving as lead book-running managers. The offering will be made only by means of a prospectus, with a preliminary prospectus to be available via EDGAR on the SEC's website when available. A registration statement has been filed but has not yet become effective; offers to buy or sell cannot occur before effectiveness, and the offering is subject to market conditions. York describes itself as a US-based space and defense prime with a broad mission-critical solution set.

S&P 500 Analyst Moves: DuPont (DD) Climbs to #8, Up 124 Spots

November 17, 2025, 2:38 PM EST. DuPont (DD) is climbing the ranks among S&P 500 components as the latest tally of analyst opinions from major brokers shows the stock moving up 124 spots to become the #8 pick. The composite ranking is derived by averaging each component's broker opinions and ranking the 500 stocks by those averages. DD is also notable on the chart with a YTD gain of 23.2%. Keep an eye on how brokerage houses adjust price targets and outlooks, as such moves can alter sentiment across funds and index watchers. The video recap titled S&P 500 Analyst Moves: DD summarizes the shift.

Stocks Rally on Chip Makers and AI Stocks as Alphabet Leads; Nvidia Earnings Caution Lingers

November 17, 2025, 2:34 PM EST. The S&P 500 and Nasdaq 100 edged higher as tech strength, led by a roughly 5% jump in Alphabet after Berkshire Hathaway disclosed a $4.9 billion stake. Broad support from chip makers and AI infrastructure stocks helped the tone, though traders caution on Nvidia's upcoming results. The week brings Walmart, Target, and Home Depot results, plus fresh Empire manufacturing data showing improvement to 18.7. The market is eyeing the jobs report and potential Fed rate path, with a roughly 41% odds of a -25 bp cut at the December FOMC meeting. Q3 earnings beat rate remains strong at about 82%. Overseas markets drift lower, and the 10-year yield sits near 4.14%.

Apple Stock at $218: Should You Buy Now? Key Signals From Motley Fool's Stock Advisor

November 17, 2025, 2:32 PM EST. Apple (AAPL) has traded around $218 as investors weigh growth vs. AI risk. The Motley Fool's Stock Advisor notes that Apple wasn't among its latest "10 best stocks" picks, contrasting with past picks like Netflix and NVIDIA that would have generated outsized returns. The program touts a history of impactful calls, with average returns around 1,035% versus the S&P 500's ~191%. While Apple's AI strategy and capital allocation are debated, the article warns that stock-picking services differ and subscribers should consider risk tolerance, timing, and diversification before allocating $1,000 or more. Always review disclosures and positions held by advisors and confirm price data and publication dates before trading.

Trump Lowers Tariffs: A Potential Boost for Stock Market Investors

November 17, 2025, 2:30 PM EST. Tariffs are often inflationary because they raise import costs for U.S. businesses, squeezing margins and nudging prices higher. A reduction in tariffs could ease consumer price pressures and help stabilize the pace of cost-of-living increases. The latest market note ties tariff relief to potential gains for U.S. equities and broader stock market sentiment. The referenced data points include afternoon prices from Nov. 14, 2025, with coverage published on Nov. 16, 2025. As always, investors should weigh fundamental factors alongside policy timing. Disclosure notes: Parkev Tatevosian, CFA, and The Motley Fool disclose positions; and affiliate links; opinions are their own. The bottom line for investors is to monitor sectors likely to benefit from tariff relief, such as manufacturing and consumer staples.

York Space Systems files for US IPO as IPO window reopens; targets NYSE listing (YSS)

November 17, 2025, 2:28 PM EST. York Space Systems, a private equity-backed satellite provider, has filed for a U.S. IPO, taking advantage of a reopening IPO window after the government shutdown slowed filings. The company has tapped Goldman Sachs, Jefferies and Wells Fargo Securities as lead underwriters and plans to list on the New York Stock Exchange under the ticker YSS. Specific PE owners were not disclosed, and the filing provides no valuation. The move adds to a small but growing aerospace & defence listings pipeline as private equity firms seek to crystallise gains in a challenged exit environment. The shutdown had stalled the SEC's processing of filings, but activity is rebounding as listings accelerate.

Bitcoin Crashes to Six-Month Low as Tech-Stock Correlation Surges, Undermining Diversification

November 17, 2025, 2:26 PM EST. Bitcoin slumped to a six-month low, briefly trading below $95,000 as Bitcoin moved in lockstep with tech stocks. The culprit: a stretched correlation with the Nasdaq-100 near 0.8 and a perilous 30-day link to the S&P 500 above 70%, turning what was pitched as a diversification hedge into a high-beta play on risk assets. In a historic move, long-term holders dumped about 815,000 BTC (roughly $79 billion), signaling capitulation among believers. Since 2020, institutional involvement has made Bitcoin behave more like a leveraged tech proxy. Altcoins mostly followed, with Ethereum, XRP down and BNB flat. Calls of Wyckoff Distribution patterns hint further weakness toward the $86,000 level, underscoring that portfolio diversification benefits are fading.

PTC Stock: Are Options Implying a Move Amid High Implied Volatility

November 17, 2025, 2:22 PM EST. PTC Inc. shares are drawing attention as the options market signals a potential big move. The Jan 16, 2025 $125 call carried some of the highest implied volatility among equity options, implying traders expect substantial near-term movement or a looming event. Implied volatility gauges expected swings and can hint at rallies or selloffs. On the fundamentals, Zacks ranks PTC as a Hold (Rank #3) in Computer – Software, with mixed revisions: the 60-day consensus shifts from $1.57 to $1.68 per share. Elevated IV alongside this setup could suggest an evolving trade where some traders sell premium to exploit IV decay. Investors should weigh catalysts and fundamentals alongside volatility signals.

Amazon vs. Apple: Should Investors Choose AMZN Over AAPL Today?

November 17, 2025, 2:20 PM EST. Investors pitting Amazon (AMZN) against Apple (AAPL) may wonder which is the better bet. A recent Motley Fool analysis flags the 10 best stocks to buy now, and Apple wasn't among them, while the focus shifts to AMZN amid growth opportunities. The Fool cites dramatic past winners like Netflix and Nvidia to illustrate how timely recommendations can compound returns, though it cautions that past results aren't guarantees. The Stock Advisor program touts a long-run track record, with reported average returns far above the S&P 500. Disclosure notes Parkev Tatevosian, CFA, holds positions in Amazon; The Fool also has positions in and recommends both Amazon and Apple. With a hypothetical $1,000, is now the moment to tilt toward AMZN, AAPL, or another name?

Microsoft Stock Preview: Ignite Week, Dividend Focus and AI News

November 17, 2025, 2:18 PM EST. Microsoft closed Friday at $510.18, with a 52-week range of $344.79-$555.45 and a market cap hovering near $4T. The stock has momentum heading into a busy AI and product calendar. Key catalysts this week: Ignite 2025 (Nov. 18-21; pre-day on Nov. 17) will spotlight Copilot, Windows, Azure AI and security updates; the ex-dividend date is Nov. 20 for a $0.91 quarterly payout (paid Dec. 11). Governance events: the Annual Meeting is Dec. 5. Fresh headlines point to AI infrastructure expansion, including Portugal's planned $10B investment and a five-year $9.7B compute deal with IREN to secure NVIDIA capacity. Also, Microsoft's Azure AI superfactory and new Fairwater data centers frame the near-term growth narrative.

Amdocs DOX Enters Oversold Territory as RSI Hits 29.8, DividendRank Signals Potential Entry

November 17, 2025, 2:16 PM EST. Dividend Channel's DividendRank ranks Amdocs Ltd. (DOX) in the top half of its large dividend stock universe, suggesting a relatively attractive mix of fundamentals and valuation. The stock just moved into oversold territory, with an RSI of 29.8-below the 30 threshold and well under the universe's average of 48.5. At about a $84.01 share price, DOX's stated annual dividend of $1.74 translates to roughly a 2.07% yield. A potential buyer might view the RSI drop as signaling a near-term pullback exhaustion and look for entry points, while reviewing the dividend history to gauge sustainability and consistency.

US Stocks Mixed as Nvidia and Alphabet Move; Retail Earnings in Focus; Gold Edges Lower

November 17, 2025, 2:15 PM EST. Stocks logged a mixed session as investors await key earnings from Nvidia and major retailers, while Alphabet jumped 5.2% on Berkshire Hathaway's new stake. The S&P 500 hovered near flat, the Dow Jones slipped about 0.1%, and the Nasdaq rose around 0.1%. Nvidia traded about 1.3% lower ahead of results; Aramark fell 6% after missing estimates, while Dell Technologies and Hewlett Packard Enterprise slid after Morgan Stanley cut their ratings to underweight. Clearwater Analytics jumped on reports of buyout talks. In metals, gold edged lower as a stronger dollar and softer rate-cut expectations weighed. The 10-year Treasury yield held near 4.14% as traders await the Fed minutes and fresh data.

AB InBev (BUD) Crosses Below 200-Day Moving Average; Intraday Lows Near $62.34

November 17, 2025, 2:12 PM EST. AB InBev SA/NV (BUD) moved below its 200-day moving average of $62.91 on Monday, trading as low as $62.34 and down about 1.8% on the session. The chart tracks the stock's performance over the last year relative to the 200-day line. In the current 52-week range of $45.94 to $72.13, the last price sits near $62.68. This cross adds to a near-term pattern of stocks testing the rising long-term average. Readers can click to see which other dividend stocks recently crossed below their 200-day moving average.

Etsy (ETSY) Falls Below 200-Day Moving Average, Signaling Bearish Near-Term Momentum

November 17, 2025, 2:10 PM EST. ETSY slipped below its 200-day moving average of about $55.92 on Monday, with an intraday low near $54.86. The stock was off roughly 3.4% on the session as traders weigh the one-year performance against the long-term trend. The latest price sits around $55.48 after a move within a 52-week range of $40.05 to $76.515. A break below the 200-day moving average can imply a shift toward a more bearish near-term tone. Market chatter also points to other names that recently crossed below their 200-day moving averages.

Gundlach: Garbage Lending Could Trigger Next Crisis in Private Markets

November 17, 2025, 2:08 PM EST. Legendary investor Jeffrey Gundlach says that the era of garbage lending could set the stage for the next financial crisis, this time in private markets. In a recent note, he warned that looser underwriting and opaque private credit increased risk-taking as liquidity dries up, threatening smaller issuers and funds reliant on leverage. Gundlach argues that public market resilience masks vulnerabilities in private credit, where crash dynamics could unfold without the same transparency as public debt. Traders should monitor private debt issuance, fundraising gaps, and covenant quality as investors reassess risk tolerance. If credit conditions deteriorate, expect spillovers to public markets, higher funding costs, and renewed volatility as liquidity pockets snap back.

Europe Tea Market Analysis 2025-2033: Trends, CAGR, and Key Players

November 17, 2025, 2:06 PM EST. Europe's tea market is expanding as health-conscious consumers shift toward green, herbal, and functional blends. The market is projected to grow from US$20 billion in 2024 to US$33.71 billion by 2033, a CAGR of 5.97% (2025-2033). Growth drivers include increased wellness awareness, demand for organic and premium teas, and robust online and retail distribution. Key regions such as the UK, Germany, and Russia are fueling demand, with sustainable packaging and fair-trade sourcing gaining traction. Online channels are accelerating growth, enabling niche and international brands, subscription models, and influencer-driven discovery. Industry activity includes Twinings' functional blends and Unilever's premium organic lines, underscoring a shift toward premiumization, e-commerce, and sustainability across Europe.

Safest Investments in 2026: Health Care and Defensive Stocks Lead Amid Volatility

November 17, 2025, 2:00 PM EST. With rate cuts likely to persist into 2026, the safest strategy emphasizes health care and other defensive bets. Aging populations and ongoing health needs support growth in healthcare stocks, including AI-powered platforms that SeekingAlpha forecasts could help propel the sector. While consumer discretionary and luxury names may soften, the retail sector could offer stability and noncyclical groups like food and beverages and household care tend to weather inflation. The takeaway remains: avoid market timing-the VIX level signals hedging by institutions, not guaranteed fear. Build resilience with inflation-resistant demand, steady earnings, and longer-term themes rather than chasing volatile swings.

IWD ETF Sees $276.5M Inflow; WMT Up, CRM Down, MS Unchanged

November 17, 2025, 1:58 PM EST. ETF Channel flagged a notable week-over-week inflow in the iShares Russell 1000 Value ETF (IWD), with about $276.5 million added and outstanding units rising 0.4% to 322,500,000. Among IWD's top holdings today, Walmart (WMT) edged higher about +0.5%, Salesforce (CRM) slipped roughly -1.3%, and Morgan Stanley (MS) was roughly flat. The move highlights ongoing demand for value-focused ETFs even as component performance varies. The ETF's 52-week price range sits between $163.19 and $208.66, with a last trade near $205.03. Investors should note weekly unit creation/destruction flows can influence underlying holdings as new units are created or destroyed to meet demand.

Notable ETF Outflow Detected: CGCB Falls 2.7% WoW on $90.3M Outflow

November 17, 2025, 1:56 PM EST. Macro view: A notable ETF outflow was detected in the Capital Group Core Bond ETF (CGCB) with an approximate $90.3 million reduction, translating to about 2.7% week-over-week, dropping from 127.2 million units to 123.8 million. The weekly flow contrasts with a one-year price chart showing CGCB versus its 200-day moving average. The ETF's 52-week low sits around $25.445, with a 52-week high near $26.91, while the latest trade hovered around $26.57. Practically, week-over-week outflows imply unit destruction and could influence the fund's holdings as managers rebalance. Investors may also consider the moving-average context when evaluating near-term momentum. Visit the linked report for details on other outflows and related ETF coverage.

Notable ETF Outflow: SLV Leads Weekly Share Decline with ~$120.7M Outflow

November 17, 2025, 1:54 PM EST. In the latest ETF Channel data, the standout is iShares Silver Trust (SLV), showing an approximate $120.7 million outflow and a 1.0% week-over-week drop from 593.5 million to 587.7 million shares. The accompanying chart tracks SLV's one-year price performance versus its 200-day moving average. The piece explains how weekly flows-new units created or destroyed-can affect holdings and the ETF's components. It also notes that investors can click to see the other 9 ETFs with notable outflows this period.

TCAF ETF Posts $249.8 Million Inflow, 5.1% WoW Increase in Shares Outstanding

November 17, 2025, 1:52 PM EST. ETF Channel data show the TCAF ETF (TCAF) attracted about $249.8 million in inflows, a 5.1% WoW rise in outstanding units (from 137.15M to 144.10M). Among its top holdings, PTC Inc. (PTC), Roper Technologies (ROP), and BDX (Becton, Dickinson) gained about 0.4%, 1.2%, and 2.5%. The fund last traded at $35.94, within its 52-week range of $28.28-$36.10. It also notes the price relative to its 200-day moving average as a useful technical touchpoint. For more holdings, see the TCAF Holdings page.

WisdomTree Inc. Breaks Below 200-Day Moving Average, WT Signals Possible Bearish Tilt

November 17, 2025, 1:51 PM EST. WisdomTree Inc (WT) broke below its 200-day moving average of $11.11 on Monday, trading as low as $11.09 and down about 1% on the day. The latest print places the last trade at $11.14 versus a 52-week range of $7.47 to $14.96. The breach marks a technical signal that could shift near-term momentum, with traders watching whether the stock finds support around the 200-DMA and how price action develops at that level. The move comes as WT tests resistance near the 52-week high, leaving investors assessing whether the stock can regain footing or extend the downside.

NIO Inc. (NIO) Watch: Key Earnings-Revisions Signals Hint at Near-Term Direction

November 17, 2025, 1:48 PM EST. Investors are watching NIO Inc. (NIO) as earnings revisions shape the near-term setup. Over the last month, NIO has fallen about 10.8% while the S&P 500 gained 3.2%, and the Zacks Automotive – Foreign group is down about 5.3%. The key driver is earnings estimate revisions: rising revisions usually lift a stock's fair value. For the current quarter, NIO is expected to post a loss of $0.46 per share, with the 30-day consensus down 31.4%. For the full year, the consensus is -$1.41 per share, up about +19.4% year over year, though down -12.3% in the last month. The next fiscal year shows a -$1 consensus, up +29.6% from a year ago, with a -7.3% monthly revision. With a Zacks Rank of #3 (Hold), the near-term path remains cautious.

D.R. Horton Falls Below 200-Day Moving Average (DHI)

November 17, 2025, 1:46 PM EST. D.R. Horton Inc (DHI) crossed below its 200-day moving average of $94.19 on Monday as shares traded as low as $92.30 and were down about 1.3% on the day. The latest quote put the last trade at $93.85. The stock's 52-week range runs from $65.90 to $110.45. The 200-day moving average level referenced comes from TechnicalAnalysisChannel.com. While a test of the DMA can signal near-term momentum shifts, a single data point doesn't establish a trend; investors may look for follow-through below the DMA or a rebound above it to indicate direction.

ABT crosses above key 200-day moving average, signaling potential bullish momentum

November 17, 2025, 1:44 PM EST. Abbott Laboratories (ABT) cleared its 200-day moving average at about $104.83 and traded as high as $105.11 on Thursday, with the stock up roughly 1.8% on the day. The last trade was $105.05, placing the shares near the middle of its 52-week range of $93.25-$115.69. The move above the DMA, tracked by TechnicalAnalysisChannel.com, may reflect renewed upside interest as investors monitor longer-term trends. Volume and follow-through will determine whether the breakout sustains. A reminder: the chart shows one-year performance relative to the moving average; a continued push above the 200-day line could attract additional buyers. Also note the article links to other dividend stocks crossing above their 200-day moving averages.

Ex-Dividend Reminder: Gildan Activewear (GIL), Archer Daniels Midland (ADM) and Hasbro (HAS)

November 17, 2025, 1:40 PM EST. On 11/19/25, Gildan Activewear (GIL), Archer Daniels Midland (ADM) and Hasbro (HAS) go ex-dividend for upcoming payments. GIL pays a quarterly dividend of $0.226 on 12/15/25; ADM $0.51 on 12/11/25; HAS $0.70 on 12/3/25. Based on recent prices (GIL ~$58.63), the dividend yields about 0.39%; ADM ~0.87%; HAS ~0.90%. If these moves hold, the stocks may open lower by those amounts, all else equal. Current annualized yields are 1.54% (GIL), 3.48% (ADM) and 3.60% (HAS). In Monday trading, GIL +1.8%, ADM -0.4%, HAS -1.5%.

Ex-Dividend Reminder: ED, MKTX and AGO Trade Ex-Dividend on 11/19/25

November 17, 2025, 1:38 PM EST. On 11/19/25, ED, MKTX, and AGO will trade ex-dividend for upcoming payouts. ED pays $0.85 on 12/15/25; MKTX pays $0.76 on 12/3/25; AGO pays $0.34 on 12/3/25. Based on the recent price of ED around $101.66, the ex-dividend move is roughly 0.84% for ED; MKTX about 0.43%; and AGO about 0.39%. Forward annual yields implied by the latest dividends are approx. 3.34% for ED, 1.74% for MKTX, and 1.55% for AGO. The piece notes MKTX as a potential future Dividend Aristocrats contender with 16+ years of increases. Investors may review dividend history to gauge stability before forming expectations for future yields.

Dow Movers: Amgen Leads Dow, Nike Drops; Apple, Disney Move

November 17, 2025, 1:34 PM EST. Amgen led the Dow today, trading up 1.2%, with a year-to-date gain of 30.8%. Nike lagged, down 1.6% on the day and about 16.6% for the year. Apple slipped 1.4% while Walt Disney rose 1.0%. The moves illuminate where investors are tilting within the Dow Jones Industrial Average to start the week. Overall, Amgen remains a standout contributor, while Nike remains a pressure point for the index's performance. Investors will watch further cues from healthcare and consumer discretionary names as the session unfolds.

Dolby Laboratories (DLB) Valuation After Decline: Is the Stock Undervalued?

November 17, 2025, 1:32 PM EST. Dolby Laboratories (DLB) has posted solid earnings growth over the past year, yet its stock has drifted lower with a 15.7% YTD decline and a 1-year TSR of -6.6%. With shares trading around $65.56 and a consensus fair value near $95.75, the market appears to be pricing in risks even as the company advances through direct-to-consumer initiatives and premium entertainment trends. The story highlights potential upside from diversification and margin expansion, but faces revenue headwinds from commoditization, macro uncertainty, and heavy partner reliance. The bull case rests on bold profitability forecasts and optimistic benchmarks, implying the stock is undervalued today. Investors should weigh competition and device softness as key risks, while exploring whether Dolby can translate innovation into sustained growth.