Group 1 - Wall Street anticipates Zoom Communications Inc (NASDAQ:ZM) to report quarterly earnings of $1.44 per share on revenue of $1.21 billion [2] - Lee Enterprises, Inc. (NYSE:LEE) announced the resignation of CFO Tim Millage, effective February 28, 2026, with shares gaining 1.6% to close at $4.56 [2] - Keysight Technologies Inc (NYSE:KEYS) is expected to post quarterly earnings of $1.83 per share on revenue of $1.38 billion, with shares gaining 1.8% to close at $172.71 [2] - Wrap Technologies Inc (NASDAQ:WRAP) filed for a mixed shelf offering of up to $200 million, with shares gaining 6.6% to close at $2.11 [2] - Agilent Technologies Inc (NYSE:A) is expected to report quarterly earnings of $1.58 per share on revenue of $1.83 billion, with shares gaining 4.3% to close at $151.25 [2]

Core Insights - Zoom's stock price has been in a prolonged consolidation phase due to declining demand for its services [1] - The stock has been trading between support and resistance levels of $56.27 and $91 [1]

Core Insights - Investors will have a break next week due to the market closure on November 27 for Thanksgiving, allowing time for assessment and reflection after a challenging week for Wall Street [2] - Despite the end of the U.S. government shutdown, some key economic reports are still being canceled due to insufficient survey data, impacting market expectations [3] Earnings Reports - Several companies are scheduled to report earnings next week, including Alibaba Group (BABA), Dell (DELL), Deere & Company (DE), Analog Devices (ADI), Best Buy (BBY), HP (HPQ), and DICK'S Sporting Goods (DKS) [4] - Specific earnings highlights include: - Monday: Agilent Technologies (A), Zoom Communications (ZM), Symbotic (SYM) [5] - Tuesday: Alibaba, Analog Devices (ADI), Dell Technologies, Best Buy (BBY), Autodesk (ADSK), Workday (WDAY), Zscaler (ZS), HP (HPQ), DICK'S Sporting Goods, J.M. Smucker (SJM), and NIO (NIO) [5] - Wednesday: Deere, Li Auto (LI) [5] - Thursday: Intuitive Machines (LUNR) [6] - Friday: Frontline Plc (FRO), Buckle, Inc. (BKE) [6]

Core Insights - Canva was last valued at approximately $42 billion during a share sale [1] - The cofounders of Canva, Obrecht, Melanie Perkins, and Cameron Adams, have appointed Kelly Steckelberg, the former CFO of Zoom Video Communications Inc., as a top financial executive [1] Company Developments - Canva's valuation indicates strong market confidence and growth potential [1] - The hiring of Kelly Steckelberg suggests a strategic move to enhance financial leadership and operational efficiency within the company [1]

Core Insights - The Q3 earnings season for S&P 500 companies is showing positive results, with 95% of companies having reported by November 21, and an expected 13.4% increase in earnings per share, marking the fourth consecutive quarter of double-digit growth [2] Group 1: Earnings Performance - Analysts had initially expected a 7.9% increase in earnings per share for Q3 as of September 30, indicating a significant upward revision in expectations [3] - If the anticipated 13.4% growth holds, it represents an acceleration from the 12% growth rate reported in Q2 of this year [2] Group 2: Upcoming Reports - Recent retail earnings reports from Walmart, Home Depot, Lowe's, and Target will be followed by upcoming reports from Abercrombie & Fitch, Dick's Sporting Goods, and Burlington Stores, which will provide insights into consumer sentiment and purchasing behavior [4] - Additional earnings reports from tech and other sectors are expected from companies such as Zoom, Dell, Workday, HP Inc., Deere, and Pony AI [5]

Core Insights - Imperative Care presented positive real-world data on ischemic stroke patients treated with ADAPT 2.0 using the Zoom Stroke System, highlighting excellent reperfusion and rapid procedure times [1][3][4] Group 1: ADAPT 2.0 Overview - ADAPT 2.0 is an evolution of the original ADAPT technique, enhancing stroke thrombectomy by integrating advanced techniques for faster and more effective treatment [2] - The approach utilizes 0.088-inch intracranial access, asymmetric aspiration, and continuous dual aspiration technique (CDAT) to improve clot removal efficiency [2][5] Group 2: Clinical Data and Results - A multi-center review involved 124 ischemic stroke patients treated with ADAPT 2.0, with the M1 segment of the middle cerebral artery being the most common occlusion site (48%) [3][4] - Key findings include a median procedure time of 17 minutes, a 98% rate of full clot ingestion, and a 97% rate of final modified thrombolysis in cerebral infarction (mTICI) 2b [4][5] - The study indicated that faster treatment times correlate with higher rates of functional independence for stroke patients [3] Group 3: Zoom Stroke System Features - The Zoom Stroke System is designed for efficient clot removal in acute ischemic stroke cases, featuring various catheters and components for streamlined procedures [6][8] - All Zoom Catheters are equipped with an asymmetric TRX™ Tip, providing a 15% greater clot engagement area compared to traditional catheters [7]

Market Overview - The U.S. stock market experienced a significant rebound on November 21, 2025, with major indexes closing higher, recovering from earlier losses driven by optimism regarding potential interest rate cuts by the Federal Reserve [1][4] - The Dow Jones Industrial Average (DJI) rose 1.4%, adding 650 points, while the S&P 500 (SPX) gained 1.4%, closing at 6,590 points, and the Nasdaq Composite (IXIC) increased by 1.5% [2] Federal Reserve Influence - New York Federal Reserve President John Williams indicated support for a potential interest rate cut "in the near term," which shifted market expectations significantly, raising the likelihood of a rate cut at the December meeting to 73.1% from 39.1% [4] Corporate Performance - Nvidia (NVDA) reported a 62% year-over-year revenue increase to $57 billion, but its shares fell 3.2% on Thursday and 1.7% on Friday due to concerns over AI valuations [5] - Walmart (WMT) saw its stock decline by approximately 2% on Friday after a strong performance on Thursday, where it had jumped 6.5% following better-than-expected third-quarter results [6] - Retailers like Gap (GPS) and Ross Stores (ROST) had positive performances, with Gap surging 9.5% and Ross jumping 8.5% due to strong earnings [7] Notable Stock Movements - Alphabet (GOOGL) increased by over 3%, while Meta Platforms (META) added 1%. In contrast, Microsoft (MSFT) shares fell approximately 1%, and Oracle (ORCL) slid more than 4% [8] Upcoming Earnings and Economic Data - Several companies, including BJ's Wholesale Club Holdings (BJ) and IES Holdings (IESC), reported earnings after the market closed, with BJ's EPS at $1.16 against a forecast of $1.10 [9][10] - The upcoming week will feature key economic data releases, including the Producer Price Index (PPI) and Retail Sales for September, which were delayed due to a government shutdown [12]

Welcome back to halftime. It's time for [music] final trades. Rob, you're up first.Vista Corp, BST, it's pulled back 25% over the last few months. We continue to be overweight based on the great secular growth opportunity in data center and our view is the biggest bottleneck in the ecosystems energy. >> Weiss, you're up next.>> What was that. What was that accent. Ver.What was the accent. >> It's a Pittsburgh accent. A city of winners.>> I'm going with Lidos. >> Lidos. haven't talked about for a while, but ...

Group 1 - Vista Corp has experienced a 25% pullback over the last few months, but remains an overweight position due to strong growth opportunities in the data center sector and energy bottlenecks in the ecosystem [1] - Lidos is positioned well to benefit from opportunities identified by the Department of War, indicating a favorable market environment for the company [2] - Walmart reported impressive earnings with expanding e-commerce and a growing membership model, alongside strong forward guidance from management [3] Group 2 - Zoom is expected to report a revenue increase of 3.1% and earnings growth of 4.1% on Monday, with any results exceeding these expectations likely to positively impact the stock [3]

Company Overview - Zoom Communications is valued at approximately $24 billion and generated $4.8 billion in revenue over the past year, with an operating profit of $971 million and a net income of $1.2 billion [2]. Earnings Performance - Historically, Zoom has underperformed market expectations on earnings day, often providing conservative guidance and experiencing slow enterprise growth or muted customer expansion [2]. - There have been 19 documented earnings data points over the last five years, with only 5 positive one-day (1D) returns, resulting in a positive return rate of approximately 26%. This rate increases to 40% when considering the last 3 years [9]. Trading Strategies - Traders can prepare for Zoom's earnings by either gauging historical probabilities and positioning themselves before the announcement or analyzing the relationship between immediate and medium-term returns after earnings [3]. - A less risky strategy involves assessing the correlation between short-term and medium-term returns following earnings, allowing traders to position themselves accordingly based on positive 1D returns [6]. Peer Comparison - The performance of peers can influence post-earnings stock reactions, with market expectations potentially setting in before Zoom's earnings announcements [7].