Immatics N.V. (NASDAQ:IMTX) reported third-quarter results that fell short of analyst expectations, with revenues missing by 37% and losses slightly higher than modeled. Following the earnings report, analysts have downgraded their revenue forecasts for 2027 and predict increased per-share losses, although the average price target remains unchanged. The company's revenue decline is expected to accelerate, performing worse than the broader industry.

Moving iMage Technologies, Inc. (MITQ) will report its Q1 fiscal 2027 results on November 13, 2026, before market open. The company will host an investor conference call at 11:00 am ET on the same day to discuss the results and take questions. Details for accessing the conference call and a replay are provided for interested participants.

FinVolution Group announced it will release its third quarter 2026 unaudited financial results on November 25, 2026, after U.S. market close. The company will host an earnings conference call on the same day at 7:30 PM ET, requiring online registration for participation. FinVolution, a leading fintech platform since 2007, connects young borrowers with financial institutions and reported 254.2 million registered users as of June 30, 2026.

The State Street Communication Services Select Sector SPDR ETF (XLC) significantly increased its holdings in Meta Platforms (META) and Alphabet (GOOGL, GOOG) on November 11, with total buys amounting to $84.3 million. META saw the largest addition at $17.8 million, raising its weight to 20.54%, while Alphabet's Class A and C shares also received substantial investments. The fund, focused on large-cap communication services stocks, made no sales and added to 21 existing positions.

Fifth Third Bancorp significantly reduced its stake in T-Mobile US by 36.1% in the third quarter, selling 135,484 shares but retaining 240,075 shares valued at $39.2 million. Despite this, analysts largely maintain a "Moderate Buy" rating for TMUS with a consensus target price of $235.13. T-Mobile recently reported strong quarterly earnings, beating estimates, and increased its quarterly dividend from $1.02 to $1.17 per share.

Eurizon Capital SGR S.p.A. significantly increased its stake in Axon Enterprise, Inc. (NASDAQ:AXON) during the third quarter, purchasing 1,567,432 additional shares to hold a total of 1,593,304 shares valued at approximately $673.2 million. This move makes Axon Enterprise the fund's 10th largest holding. The increase in institutional ownership comes as Axon reported mixed quarterly results, missing analyst expectations for EPS and revenue, though revenue still grew by 27.8% year over year.

Russell Investments Group Ltd. reduced its stake in Digital Realty Trust, Inc. (NYSE:DLR) by 9.1% in the third quarter, selling 195,520 shares. Despite this, other institutional investors like BlackRock Inc. and Bank of America Corp DE significantly increased their holdings in the data center REIT. The article also covers Digital Realty Trust's recent earnings, dividend announcement, and analyst ratings, which indicate a "Moderate Buy" consensus.

Delta Air Lines CEO Ed Bastian stated that the company will take a "nuanced" approach to AI agents, prioritizing user privacy and cautioning against over-investment during the current "learning" phase of AI in the airline sector. He also defended current ticket fares and warned that the risk of higher oil prices and a "fuel shock" is not yet over, despite current profit margins being held. Bastian further addressed criticism from Elon Musk regarding Starlink internet and defended Delta's partnership with Amazon.

Kathryn A. Moore, SVP of human resources at Motorola Solutions Inc. (NYSE:MSI), sold 1,080.13 shares for $571,825 on November 10, 2026, after exercising stock options. The company recently reported strong third-quarter 2026 earnings, surpassing analyst expectations and raising its full-year outlook.

Exide Industries has successfully integrated over 120,000 dealers and 20,000 mechanics onto a unified customer operations platform powered by Salesforce, encompassing sales, service, field operations, and its partner ecosystem across India. This deployment has significantly reduced service response times and improved complaint resolution by over 30 percent. The company now plans to introduce AI agents to further enhance sales, customer support, and various service operations in response to India's evolving mobility landscape.