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Group 1 Automotive: Share Repurchase Authorization Approved & Quarterly Dividend Declared
Group 1 Automotive (NYSE: GPI) announced a $500 million share repurchase authorization, increasing the existing program by $457 million. Year-to-date, the company repurchased approximately 8% of outstanding shares at an average of $417.38. Future repurchases will be opportunistic, funded by operating cash flow. The board also declared a $0.50 quarterly dividend, consistent with the previously announced 6% increase. Group 1 is a Fortune 250 automotive retailer operating 259 dealerships in the U.S. and U.K.
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AMD’s Su: AI Demand Fuels 35% Sales Growth
AMD projects 35% annual revenue growth over the next 3-5 years, driven by an 80% annual expansion in its AI data center business, potentially reaching tens of billions in sales by 2027. The company aims for a double-digit share in the data center AI chip market, challenging Nvidia’s dominance. AMD is partnering with OpenAI to supply Instinct AI chips. The total addressable market for AI data centers is estimated to reach $1 trillion by 2030. Despite the AI focus, AMD’s legacy businesses are also experiencing growth.
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Matson to Present at Stephens Investment Conference 2025
Matson, Inc. (MATX) announced CFO Joel Wine will present at the Stephens 2025 Annual Investment Conference on November 18, 2025, providing a corporate overview and Q&A. Presentation slides will be available on Matson’s investor relations website on the same day. Founded in 1882, Matson is a key transportation and logistics provider, serving Hawaii, Alaska, Guam, Micronesia, and operating premium China-Long Beach services. Maintaining a modern fleet and adapting to market changes, including environmental regulations, are crucial for future growth. Matson Logistics offers asset-light services across North America and Asia.
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Rocket Lab: Q3 2025 Earnings
Rocket Lab (RKLB) shares rose after Q3 results revealed record revenue of $155M, a 48% YoY increase, driven by launch contracts and space tech. Loss per share was better than expected. Q4 revenue guidance of $170M-$180M exceeded estimates. The company boasts a record backlog of 49 launches and is pursuing acquisitions for defense initiatives. Shares surged over 31% last month and have more than doubled YTD. Rocket Lab acquired Geost and opened a new Neutron launch site. Adjusted EBITDA loss in Q3 was $26.3M, with Q4 losses projected between $23M-$29M.
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Analysts See Buy Opportunity in Lagging Stock – Plus, What’s Driving Nvidia’s Slide
The CNBC Investing Club’s “Morning Meeting” discussed market pressures on Big Tech due to CoreWeave’s weak outlook, raising concerns about AI investment sustainability and debt levels. Soft labor market data also contributed to downward pressure. Linde shares rose after a UBS upgrade citing future earnings growth. Nvidia declined following SoftBank’s stake sale to fund OpenAI, reinforcing debt concerns around AI data centers despite the Club’s long-term view. The rapid-fire segment covered CoreWeave, Paramount Skydance, Amgen, Dutch Bros, and Coterra Energy.
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DataVault’s DraftKings Deal: Turning Proof into Profit, Squeezing Shorts
Datavault AI (DVLT) declared a Dream Bowl Draft Meme Coin as a digital dividend, ex-dividend date November 13, 2025. Each coin provides verified identity and event access for the January 11, 2026 Dream Bowl, secured by Datavault’s data-verification. This aims to link shareholder entitlement to authenticated utility and enforce obligations on borrowed shares. Characterized as auditable digital property, it intends to increase settlement transparency and short seller accountability, potentially disrupting market practices.
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CoreWeave CEO Addresses Data Center Delays Amid Stock Drop
CoreWeave (CRWV) shares plummeted 13% after CEO Mike Intrator cited data center delays impacting its full-year projections. While Intrator portrayed the issue as isolated, CNBC’s Jim Cramer suggested broader problems, potentially tied to Core Scientific (CORZ), whose shares also fell 7%. CoreWeave revised its 2025 revenue forecast downwards despite a strong third-quarter revenue growth of 134%. The market reacted to the ambiguity surrounding the delays’ extent and their potential impact on CoreWeave’s ability to fulfill major AI infrastructure contracts with companies like Meta and OpenAI.
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Security vulnerabilities surface in the global AI race.
A Wiz report reveals widespread security vulnerabilities within leading AI companies due to rapid innovation outpacing security measures. Analyzing the top 50 AI firms, 65% had exposed secrets like API keys on GitHub, granting unauthorized access to sensitive systems and models. The report advocates for a “Depth, Perimeter, and Coverage” scanning approach to uncover hidden risks and improve AI supply chain security. It also urges companies to treat employees as part of the attack surface and prioritize proactive secret scanning to mitigate potential data breaches and IP theft.
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T-Mobile to Present at Wells Fargo TMT Summit
T-Mobile (TMUS) will present a business update at the Wells Fargo TMT Summit on November 18, 2025, at 3:00 PM PT. Jon Freier, president of the consumer group, will discuss T-Mobile’s strategy, focusing on 5G expansion, subscriber growth, and competitive positioning against Verizon and AT&T. The presentation will emphasize T-Mobile’s commitment to “best network, best value and best experiences” and will be webcast live with an on-demand replay available afterwards. Investors expect details on customer satisfaction and churn reduction initiatives.
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5 Things to Know Before the Stock Market Opens Tuesday
US equities rose amid optimism for a government shutdown resolution. The Nasdaq saw its biggest gain since May, driven by AI stocks. Bitcoin surged past $105,000. SoftBank reduced its chip sector exposure, focusing on OpenAI. Paramount Skydance announced cost cuts and layoffs. Air travel faced disruptions from the shutdown, and Warren Buffett plans to accelerate charitable giving, preparing Greg Abel for succession at Berkshire Hathaway.