Raymond James has reiterated a Strong Buy rating and a $515.00 price target for Nvidia (NASDAQ:NVDA) despite recent reports concerning its CEO and ahead of the company's Q3 earnings. The firm believes the market has overreacted to news regarding the CEO's alleged indiscretions, seeing modest risk to fundamentals and significant undervaluation of the stock. Nvidia's stock is currently trading near its 52-week low, with InvestingPro data suggesting compelling value and high growth estimates for the company.

Knights of Columbus Asset Advisors LLC initiated a new position in Salesforce Inc. (NYSE:CRM) during the third quarter, acquiring 7,966 shares valued at approximately $1.83 million. Institutional investors now collectively own 80.43% of Salesforce stock. Analysts maintain a "Moderate Buy" consensus rating for the company, with an average price target of $278.98, and Salesforce recently reported strong Q3 earnings, beating consensus estimates with $5.90 EPS on $11.35 billion revenue.

McKinsey Electronics Limited has been appointed an Authorized Reseller under Keysight Technologies' Value Product Reseller Program, expanding customer access to Keysight products and services across the GCC region and Africa. This partnership combines McKinsey Electronics' regional engineering capabilities with Keysight's market-leading design, emulation, and test solutions, providing customers with local technical expertise and enhanced support throughout their product development cycles. The collaboration aims to accelerate innovation, reduce development risk, and bring products to market faster for engineers in the region.

Zacks Investment Research has identified five new "Strong Buy" stocks for November 12th. These companies—Pangaea Logistics Solutions Ltd., Cracker Barrel Old Country Store, Inc., Keros Therapeutics, Inc., Nephros, Inc., and Stride, Inc.—have all seen significant increases in their current year earnings estimates over the past 60 days, ranging from 4.9% to 50.6%. The article also mentions Zacks' "Stock Most Likely to Double" recommendation.

Fidelity National Information Services Inc. (FIS) experienced a sharp stock drop after its quarterly earnings report, despite a rise in third-quarter earnings, due to a lowered full-year forecast and the CFO's resignation. Several analysts downgraded FIS, with some expressing concerns about a sustainable growth recovery and leadership transition, though others believe the company could be an attractive takeover candidate. The article also provides updates on other Jacksonville-based companies, including Fidelity National Financial Inc., Rayonier Advanced Materials Inc., Rayonier Inc., Treace Medical Concepts Inc., Regency Centers Corp., Cadre Holdings Inc., Redwire Corp., and FRP Holdings Inc.

Joel Isaacson & Co. LLC increased its stake in Intel Corporation by 23.5% in the third quarter of 2026, acquiring an additional 12,121 shares to own a total of 63,702 shares valued at $7.66 million. Concurrently, Intel CEO Lip-Bu Tan purchased 150,000 shares for $9.71 million, boosting his direct holdings by 11.41%. The company's latest quarterly earnings exceeded EPS estimates, though revenue was slightly below forecasts, and analysts maintain a consensus "Hold" rating with an average price target of $97.42.

Redwire Corporation has appointed William Mahoney, a former Leidos executive with over 25 years of engineering and technology leadership experience, as Chief Technology Officer of Redwire Defense Tech. In this role, Mahoney will oversee technology development across Redwire's autonomous systems, electro-optical/infrared payloads, energy systems, sensors, and RF antenna solutions. His background includes significant work in uncrewed aircraft, counter-UAS systems, and AI-enabled mission operations, which Redwire aims to leverage to accelerate product development.

This article announces the filing of Form 144 by Dell Technologies Inc. for November 12. It provides a brief mention of the filing along with the company's stock performance and general market data, but does not offer further details on the content of the Form 144 itself.

The Invesco S&P 500 Equal Weight ETF (RSP) saw significant net buying on November 10, increasing 501 positions and decreasing only one. Moderna Inc (MRNA) was the largest buy by dollar value at $2.7 million, followed by AutoZone Inc (AZO) and PTC Inc (PTC). The only notable sell was Okta Inc (OKTA), which was cut by $9.4 million.

Express operators like FedEx and DHL are significantly increasing their focus on the air cargo market, driven by favorable market conditions, capacity constraints in general airfreight, and geopolitical volatility. FedEx reported a 15% year-on-year increase in international airfreight daily pounds and launched a new product for aerospace components, while DHL Express introduced a Heavy Weight Express (HWX) service and saw its Express division handle more airfreight shipments, contributing an extra €100m to earnings. This strategic shift is aimed at addressing a broader range of customer logistics needs, particularly for high-value and time-critical shipments.