Market News

PVAL: A Nontransparent Value ETF With Impressive Results, A Buy

Putnam Focused Large Cap Value ETF is an actively managed nontransparent ETF with a strategy centered on stocks sporting value characteristics. Since its inception in 2021, PVAL has outperformed IVV by around 6.17% thanks to its appealing combination of healthy upside capture and relatively small downside capture. PVAL has significantly outperformed such value ETFs as IWD, IVE, and RPV.

PVAL seekingalpha.com • Nov. 1, 2025

NIO Inc. Provides October 2025 Delivery Update

Company Achieved New Record-High Monthly Deliveries 40,397 vehicles were delivered in October 2025, increasing by 92.6% year-over-year 241,618 vehicles were delivered year-to-date in 2025, increasing by 41.9% year-over-year Cumulative deliveries reached 913,182 as of October 31, 2025   SHANGHAI, Nov. 01, 2025 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its October 2025 delivery results. The Company delivered 40,397 vehicles in October 2025, reaching a new monthly record and representing an increase of 92.6% year-over-year.

NIO globenewswire.com • Nov. 1, 2025

SmartCentres REIT: A Quality Operator With A Leveraged Growth Profile (Rating Downgrade)

SmartCentres REIT is a leading Canadian REIT with a diversified portfolio and strong Walmart tenancy, providing stable revenue. SRU.UN boasts 22 years of uninterrupted distributions, currently yielding 6.8%, with prudent management avoiding cuts during challenging periods. While leverage remains high at 9.6x EBITDA, SRU.UN maintains significant liquidity and benefits from creditworthy tenants and defensive property mix.

CWYUF seekingalpha.com • Nov. 1, 2025

First Watch Restaurant Group Is Surprisingly Tasty

First Watch Restaurant Group is a rapidly growing daytime dining chain with strong revenue growth and a unique, quality-focused menu. FWRG is shifting from franchised to company-owned locations, capturing more revenue and improving quality control, though margins are temporarily pressured by higher costs. Management projects continued expansion, attractive store-level returns, and long-term revenue growth, supporting a bullish investment thesis versus the broader market.

FWRG seekingalpha.com • Nov. 1, 2025

Wave Life Sciences Ltd. (WVE) Spotlight on RNA Editing and RNAi: Pipeline and Clinical Advances in Oligonucleotide Therapeutics Transcript

Wave Life Sciences Ltd. ( WVE ) Spotlight on RNA Editing and RNAi: Pipeline and Clinical Advances in Oligonucleotide Therapeutics October 29, 2025 10:00 AM EDT Company Participants Kate Rausch - Head of Investor Relations Paul Bolno - President, CEO & Director Christopher Wright - Chief Medical Officer Erik Ingelsson - Chief Scientific Officer Chandra Vargeese - Chief Technology Officer Conference Call Participants Joon Lee - Truist Securities, Inc., Research Division Joseph Schwartz - Leerink Partners LLC, Research Division Steven Seedhouse - Cantor Fitzgerald & Co., Research Division Yun Zhong - Wedbush Securities Inc., Research Division Salim Syed - Mizuho Securities USA LLC, Research Division Cheng Li - Oppenheimer & Co. Inc., Research Division Cha Cha Yang - Jefferies LLC, Research Division Catherine Novack - JonesTrading Institutional Services, LLC, Research Division William Maughan Madison Wynne El-Saadi - B.

WVE seekingalpha.com • Nov. 1, 2025

UTG Vs. UTF: More Reasons To Go With UTF Amid Lower Rates

The Cohen & Steers Infrastructure Fund offers a better return/risk profile than Reaves Utility Income Trust due to higher leverage and valuation discount. UTF benefits more from declining interest rates, as its higher leverage and interest expenses will see greater cost reductions compared to UTG. UTF currently trades at a notable yield premium and valuation discount versus UTG, enhancing its appeal for income-focused investors.

UTG seekingalpha.com • Nov. 1, 2025

Okta: Cheap Entry Into A High-Margin Growth Story

Okta, Inc. is a leading cybersecurity firm in identity and access management, currently trading at a forward P/E of 26. OKTA delivered its 20th consecutive double-beat quarter, with strong double-digit revenue and EPS growth, premium margins, and a sticky customer base. Despite recent sell-off, OKTA appears undervalued given its dominant market share, high growth rates, and significant tailwinds from AI-driven cybersecurity demand.

OKTA seekingalpha.com • Nov. 1, 2025

Apple has 'trillions' in demand for THIS product, but research founder warns the problem

Constellation Research founder R 'Ray' Wang addresses NVIDIA's CEO hoping to sell to China and discusses the earnings outlook for various tech companies on 'The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #raywang #nvidia #apple #china #tech #technology #stocks #market #finance #business #economy #earnings #investing #ai #innovation #global #siliconvalley #ceo #research

AAPL youtube.com • Nov. 1, 2025

Joby Aviation: Patience Required

Joby Aviation surged on news of a partnership with Nvidia to develop autonomous flight technology using Nvidia's IGX Thor platform. Despite the rally, JOBY is still far from certifying piloted aircraft, making autonomous operations a distant prospect. The market will spend the upcoming Q3'25 earnings focusing on the path to FAA certification.

JOBY seekingalpha.com • Nov. 1, 2025

Fugro N.V. (FUGRF) Q3 2025 Sales Call Transcript

Fugro N.V. (OTCPK:FUGRF) Q3 2025 Sales Call October 31, 2025 4:30 AM EDT Company Participants Catrien van Buttingha Wichers - Director of Investor Relations Mark Heine - Chairman of Management Board & CEO Barbara P. Geelen - CFO & Member of Board Management Conference Call Participants Luuk Van Beek - Banque Degroof Petercam S.A.

FUGRF seekingalpha.com • Nov. 1, 2025

Zeekr Group Announces October 2025 Delivery Update

HANGZHOU, China , Nov. 1, 2025 /PRNewswire/ -- ZEEKR Intelligent Technology Holding Limited ("Zeekr Group" or the "Company") (NYSE: ZK), the world's leading premium new energy vehicle group, today announced its delivery results for October 2025. In October, Zeekr Group delivered a total of 61,636 vehicles across its Zeekr and Lynk & Co brands, representing increases of 9.8% year-over-year and 20.5% month-over-month.

ZK prnewswire.com • Nov. 1, 2025

Energy Fuels: Earnings Preview And Growth Outlook

Energy Fuels dominates U.S. uranium production while expanding into rare earths and medical isotopes, positioning itself as a leading critical materials supplier. Strategic inventory retention allows Energy Fuels to benefit from projected uranium price increases but adds complexity to valuation. A $700 million convertible note strengthens liquidity, funds growth initiatives, and uses a capped call to mitigate potential shareholder dilution.

UUUU seekingalpha.com • Nov. 1, 2025

Lincoln National's Turnaround Impresses (Rating Upgrade)

Lincoln National is upgraded to a buy as turnaround efforts drive improved capital position, balance sheet, and sustainable growth. Q3 results were strong, with operating income up for the fifth straight quarter, solid annuity sales, and improved Life segment profitability. LNC's investment portfolio remains high-quality, with minimal credit risk and rising book yields supporting future free cash flow growth.

LNC seekingalpha.com • Nov. 1, 2025