Stock Market & Financial News
nCino: Growth Slowdown Offsets Cheap Valuation (Downgrade)
nCino, Inc. is downgraded to neutral due to decelerating growth and lack of compelling catalysts. NCNO's large $19.5B SAM and recent international wins offer long-term potential, but near-term growth remains sluggish. NCNO stock valuation appears cheap at 5.1x EV/FY26 revenue, yet potential AI disruption and choppy mortgage trends undermine confidence.
TD Bank Group Implemented 75 AI Use Cases in 2025
TD Bank Group implemented 75 artificial intelligence (AI) use cases that generated 170 million Canadian dollars (about $122 million) in value this year, according to TD Bank Group President and CEO Raymond Chun.
Meta Plans Big Cuts to Its Metaverse Efforts
Meta is expected to meaningfully cut resources for building the so-called metaverse, an effort CEO Mark Zuckerberg once framed as the future of the company. Bloomberg's Kurt Wagner discusses the news and the reason behind it with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.
Xtract One Technologies Inc. (XTRA:CA) Q1 2026 Earnings Call Transcript
Xtract One Technologies Inc. (XTRA:CA) Q1 2026 Earnings Call Transcript
Hims & Hers launches into Canada as country prepare for generic GLP-1 weight loss drugs
Hims & Hers launched in Canada after announcing the company completed its all-cash acquisition of Canadian digital health provider “Livewell”. The deal comes just one month before generic semaglutide weight loss drugs come to market in the country.
RGC Resources, Inc. (RGCO) Q4 2025 Earnings Call Transcript
RGC Resources, Inc. (RGCO) Q4 2025 Earnings Call Transcript
What oil traders say matters about any U.S. push for regime change in Venezuela
President Donald Trump has blamed drug trafficking for the deadly U.S. strikes on boats in the Caribbean Sea and his threats to force the resignation of Venezuela's President Nicolás Maduro, but crude oil is almost certainly playing a part too.
Meta's Metaverse Rollback: Why Investors Are Buying The Pivot
Meta Platforms, Inc. is rated a Buy, with shares viewed as undervalued and offering solid value into 2026. META's strategic pivot away from the metaverse toward AI, while maintaining balance sheet strength, is seen as a positive catalyst. Despite aggressive AI capex and expense growth, META maintains strong free cash flow and profitability, justifying a higher P/E multiple.
Google executive sees AI search as expansion for web
A Google search executive on Thursday pushed back against fears that its AI-powered search will harm web publishers and its advertising business, calling the technology an “expansionary moment” for the internet.
Should Investors Buy RYAAY Post a Bullish Fiscal 2026 Traffic Outlook?
With Ryanair shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.
Beam Therapeutics: Strong Buy On BEAM-101 Progress And In Vivo LNP Shots On Goal
Beam Therapeutics Inc. remains a Strong Buy, supported by robust BEAM-101 phase 1/2 BEACON trial data in sickle cell disease. BEAM-101 consistently achieved >60% Hemoglobin F induction,
Sappi Limited (SPPJY) Shareholder/Analyst Call Transcript
Sappi Limited (SPPJY) Shareholder/Analyst Call Transcript
PVH Corp Q3 Earnings Surpass Estimates, Revenues Increase Y/Y
PVH posts a Q3 beat with revenues up year over year and guides FY25 toward the high end as Calvin Klein and Tommy Hilfiger momentum builds.
Newmont: Strong Buy Backed By $1 Billion In Free Cash Flow, New Global Gold Cycle
Newmont delivered $1.6B in Q3 FCF, its fourth consecutive quarter above $1B, confirming exceptional cash generation and balance sheet strength in the middle of this new gold cycle. The company enters this phase with near-zero net debt, Tier 1 assets, and disciplined execution that supports resilient long-term FCF through different gold price scenarios. Despite gold trading above $4,000 per ounce, Newmont still trades at a clear discount to peers like Agnico Eagle, creating what I see as a very attractive opportunity.
Genmab A/S (GMAB) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Genmab A/S (GMAB) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Baylin Technologies Inc. (BYL:CA) M&A Call Transcript
Baylin Technologies Inc. (BYL:CA) M&A Call Transcript
Halozyme Granted Injunction Against Merck & Co. in Germany in Keytruda Patent Case
The Munich Regional Court ruled there was imminent infringement for Merck & Co.'s Keytruda SC in Germany related to Halozyme's MDASE patents in Europe, the San Diego company said.
Stocks to Watch as the AI-Driven Robotics Productivity Push Accelerates
Policymakers are determined to drive productivity through AI and robotics. Although many investors are hyper-focused on LLMs, they would be wise to shift some attention to the coming robotics revolution.
EU hits Meta with antitrust probe over WhatsApp AI features
The EU said Thursday it had opened an antitrust probe to determine if the way Meta is rolling out AI features in WhatsApp breaches the bloc's competition rules.
Sappi Limited (SPPJY) Discusses Proposed Joint Venture to Combine European Graphic Paper Businesses Transcript
Sappi Limited (SPPJY) Discusses Proposed Joint Venture to Combine European Graphic Paper Businesses Transcript
TJX seen extending sales momentum as pricing power boosts margins – BofA
TJX Companies Inc (NYSE:TJX) long record of outperforming expectations positions the off-price retailer for further gains as it leans into pricing power, international growth and an expanding store base, according to analysts at Bank of America. Analysts said TJX's ability to consistently beat sales and margin forecasts is “rare” in the current retail landscape and should continue to support multiple expansion.
Union Pacific: Merger Upside Priced In, But U.S. Production Volumes On The Rise
Union Pacific earns a Buy rating, reflecting resilient operations, steady margin expansion, and robust shareholder returns, but not a deep value opportunity. UNP's planned merger with Norfolk Southern could create the largest US railroad, but regulatory risk and limited valuation discount temper enthusiasm. Segment performance is solid, with positive trends in renewables, grains, and industrial chemicals, though energy and wood products lag.
Time to Buy Quantum Stocks? (QBTS, IONQ, RGTI)
After a sharp six-week correction, quantum stocks are finally showing signs of life. The technical setups across IonQ ( IONQ ), Rigetti Computing ( RGTI ), and D-Wave Quantum ( QBTS ) have tightened into bullish coils and all three have broken higher this week on good volume, which can often an early signal of renewed momentum.
Pharvaris Stock Gains on HAE Drug Meeting Late-Stage Study Goals
PHVS shares jump as deucrictibant delivers rapid symptom relief in RAPIDe-3, boosting momentum toward a planned 2026 regulatory filing.
Tesla is the only Big Tech stock without a new high this year — but it's getting closer
The EV maker's shares are within roughly 6% of their record high, achieved last December.
John Wiley & Sons, Inc. (WLY) Q2 2026 Earnings Call Transcript
John Wiley & Sons, Inc. (WLY) Q2 2026 Earnings Call Transcript
Zoetis Inc. (ZTS) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
Zoetis Inc. (ZTS) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
Teva Pharmaceutical Industries Limited (TEVA) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Teva Pharmaceutical Industries Limited (TEVA) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
ARKQ: Rising Robotics Tide Lifts All Boats Temporarily, I Prefer The Options Route Here
The ARK Autonomous Technology & Robotics ETF (ARKQ) offers tactical trading potential amid renewed AI/robotics enthusiasm, but long-term risk remains elevated at current valuations. ARKQ's concentrated portfolio — top 8 holdings comprise half the fund — mirrors broader market risk-on/risk-off dynamics, with high volatility and limited long-term outperformance versus QQQ. Valuations are stretched, with ARKQ trading at 52x trailing earnings and 14x sales, making it more suitable for short-term trades than core long-term allocations.
Meta's Metaverse May Be Shrinking. Investors Are Happy and the Stock Is Surging.
Shares of Meta Platforms (META) surged Thursday following a report that the company is looking to significantly cut spending on its "metaverse" projects next year.
