^{_{Welcome to the TraderTV Live Morning Research Note. Here's what's making major moves in the market today.}}

0900 - Fed’s Williams speaks
0930 - Fed’s Jefferson speaks
1300 - Fed’s Kashkari speaks
1530 - Fed’s Waller speaks

Alphabet Inc (GOOGL)

+4.47%

Gapping up after Berkshire Hathaway’s 13F filings for Q3 2025 revealed a 17,846,142-share stake in the tech giant, valued at roughly $4.9 billion as of Friday’s close. This new position makes Google one of the ten largest holdings in Berkshire’s portfolio. Separately, Google announced plans to invest $40 billion through 2027 to build three new Texas data centers, boosting its AI infrastructure and creating thousands of jobs.

NVIDIA Corp (NVDA)

-0.67%

On watch ahead of its Q3 2026 earnings report, scheduled to be released after the bell on Wednesday, November 19. Analysts are looking for the company to post earnings of $1.17 per share and sales of $54.59 billion.

Alibaba Group Holding Ltd (BABA)

+2.85%

Trading sharply higher premarket after its Qwen AI app opened to public beta and saw overwhelming demand. Traffic surged enough to briefly crash the app and trigger “entrance congested” messages, pushing it onto Weibo’s trending list. The stock declined sharply on Friday afternoon after the Financial Times reported that the White House issued a memo accusing the company of aiding the Chinese military in targeting the US; Alibaba has denied this allegations.

Dell Technologies Inc (DELL)

-5.65%

Gapping down after receiving a double-downgrade from Morgan Stanley. The analyst cut its rating on the stock from Overweight to Underweight and slashed its price target from $144 to $110, warning that rising memory costs and a heavier AI server mix will pressure margins and valuation. The firm also reduced its FY27 margin and EPS forecasts for Dell, saying the stock has already massively re-rated since 2023 and is now among the most exposed to component cost inflation.

Quantum Computing Inc (QUBT)

+14.34%

Gapping up following its Q3 2025 earnings report, released after the bell on Friday, November 14. The company reported earnings of $0.01 per share, well above an estimated loss of $0.06 per share, with sales of $384,000 similarly surpassing estimates of $116,667. On Monday morning, the company announced plans to unveil a new computing system called Neurawave at the SuperCompute 2025, taking place from November 18-20.

Xpeng Inc (XPEV)

-3.84%

Trading sharply lower premarket following its Q3 2025 earnings report. Adjusted losses of $0.02 per share marked a year-over-year improvement from losses of $0.23 per share in Q3 2024, though sales of $2.862 billion missed estimates of $2.87 billion. The company guided Q4 deliveries between 125,000 and 132,000 vehicles.

Apple Inc (AAPL)

-0.79%

On Friday, a US jury ruled that the company must pay Masimo Corp $634 million for infringing a patent related to blood-oxygen monitoring technology used in the Apple Watch. Apple said it disagrees with the verdict and plans to appeal the decision. The US International Trade Commission will reopen proceedings this week to determine whether imports of Apple’s updated Apple Watches should be banned. Separately, Berkshire Hathaway reduced its stake in Apple by 15%; the stock is still Berskhire’s top holding.

Amazon.com Inc (AMZN)

+0.75%

The company has launched Ads Agent, an AI tool that automates campaign tasks such as audience targeting, budget allocation, and SQL-driven analytics. The assistant is designed to help smaller advertisers more easily create, manage, and optimize their Amazon ad campaigns. Citizens reiterated its Market Outperform rating and $300 price target on Amazon following the Ads Agent launch, noting that the new automation features should especially help smaller businesses optimize ads more efficiently.

Tesla Inc (TSLA)

-0.93%

On watch after Stifel raised its price target for the stock from $483 to $508, citing ongoing robotaxi progress, improving FSD capabilities, and growing long-term optimism around the Optimus robot program. The firm also lifted its 2025–2026 EBITDA estimates for the company. Stifel noted that it continues to value Tesla based on core operations in addition to partial contributions from FSD, robotaxi, and Optimus upside.

Novo Nordisk A/S (NVO)

-1.10%

The company announced that it is reducing out-of-pocket costs for Wegovy and Ozempic, with introductory doses priced at $199 per month for the first two months and $349 thereafter through its NovoCare portal. The new pricing is roughly 30% below current self-pay levels. Novo Nordisk said that the lower prices will help the company address concerns of counterfeit drugs. Separately, Novo CEO Maziar Mike Doustdar claimed that the company has secured sufficient supply of its Wegovy weight-loss pills to support a strong launch, aiming to avoid the supply issues that affected the original version.

Pfizer Inc (PFE)

+0.28%

Activist investor Starboard Value has exited its position in the company, selling about 8.5 million shares in Q3 and ending its push for changes to boost the drugmaker’s stock. The hedge fund had initially taken a $1 billion stake in Pfizer a year ago when shares were roughly half their pandemic-era peak.

Sealed Air Corp (SEE)

-3.40%

Trading sharply lower premarket following the announcement that CD&R will be acquiring the company. The all-cash deal has an enterprise value of $10.3 billion. Stifel downgraded Seal Air from Buy to Hold ahead of the announcement, though it raised its price target for the stock from $43.8 to $45.

Plug Power Inc (PLUG)

-5.57%

The company announced a 55 MW equipment supply and long-term service agreement for three green hydrogen projects in the UK, pending final investment decisions. The projects—Barrow-in-Furness (30 MW), Trafford (15 MW), and Langage (10 MW)—represent the largest combined electrolyzer supply deal in the UK to date. Roughly 23.5% of the stock’s float is sold short.

Zymeworks and Jazz Pharmaceuticals

+22.06%

The companies, working in collaboration with one another, reported positive Phase 3 results for Ziihera (zanidatamab) in first-line HER2+ gastroesophageal cancer. Both regimens outperformed trastuzumab plus chemotherapy in progression-free survival. The companies plan to submit a supplemental biologics license application (sBLA) in the first half of 2026.

ZYME, JAZZ