North American Morning Briefing: Nvidia's Leadership Crisis Drags Stock Futures -2-

Aetherion 3Q AGT Food 3Q Apotex Health 2Q AutoCanada 3Q Aya Gold & Silver 3Q Birchcliff 3Q Brookfield Corp 3Q Canadian Tire Corp 3Q Cardiol 3Q CES Energy 3Q Cipher Pharma 3Q Computer Modelling Group 2Q Contango Silver & Gold 3Q DPM Metals 3Q Endeavour Mining 3Q Exchange Income Corp 3Q Fennec Pharma 3Q G Mining Ventures 3Q HLS Therapeutics 3Q Hudbay Minerals 3Q K-Bro Linen 3Q Martinrea International 3Q Mattr Corp 3Q Northland Power 3Q Skeena Resources 3Q Stantec Inc 3Q Vecima Networks 1Q Vitalhub 3Q

Economic Indicators (ET):

0830 Building permits for September

Stocks to Watch:

Integra Resources 3Q Revenue $72.4M; FactSet Est. $77.6M; Adj Net Income $12.8M; Net Income $12.9M; Adj EPS $0.06; FactSet Est. $0.06; EPS $0.06; Revenue Misses Estimates

Anaergia 3Q Adj EBITDA CAD 3.1M; Revenue CAD 303M; FactSet Est. CAD 70.7M; Net Income CAD 19.5M; Gross Profit CAD 16.4M

Paladin Energy: A$525 Million Equity Raising to Accelerate Growth Strategy; Raise Includes A$474 Million ASX Institutional Placement; Raise Includes Canadian Private Placement For C$50 Million; Also Plans Share Purchase Plan of Up to A$50 Million; Shares Under ASX Placement, SPP To Be Issued at A$7.80/Share; Shares Under TSX Deal To Be Issued at C$7.62/ Share; Offer Price Represents 10% Discount to Last Close

Frontera Energy 3Q Adj EBITDA $34.8M; Revenue $33M; Net Income $11.7M; Revenue of $33 Million

Expected Major Events for Thursday 00:01/UK: Oct RICS Residential Market Survey

07:00/UK: Sep Index of production

07:00/UK: Sep UK trade

07:00/UK: Sep Index of services

07:00/UK: 3Q Business investment in the UK: provisional results

07:00/UK: 3Q First quarterly estimate of GDP

07:00/UK: Sep Monthly GDP estimates

09:30/UK: 3Q Mortgage Arrears and Possessions data

09:30/UK: 3Q Mortgage and landlord possession statistics

12:30/UK: Oct NIESR Monthly GDP Tracker

13:00/RUS: Weekly International Reserves

13:30/CAN: Sep Building permits

13:30/US: 11/07 Unemployment Insurance Weekly Claims Report - Initial Claims

15:00/US: Oct Online Help Wanted Index

15:00/US: Oct Existing Home Sales

16:59/GER: Sep Balance of Payments

17:00/US: 11/06 EIA Weekly Petroleum Status Report

19:00/US: Oct Monthly Treasury Statement of Receipts and Outlays of the U.S. Government

21:30/US: Foreign Central Bank Holdings

21:30/US: Federal Discount Window Borrowings

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Expected Earnings for Thursday Absci Corp (ABSI) is expected to report $-0.20 for 3Q.

Altimmune (ALT) is expected to report $-0.13 for 3Q.

Aurora Cannabis Inc (ACB,ACB.T) is expected to report for 2Q.

Aveanna Healthcare Holdings Inc (AVAH) is expected to report $0.19 for 3Q.

Aya Gold & Silver Inc (AYA.T) is expected to report for 3Q.

BK Technologies Corp (BKTI) is expected to report for 3Q.

Canadian Tire Corp Ltd - Class A (CTC.A.T,CTC.T) is expected to report $3.68 for 3Q.

Century Therapeutics Inc (IPSC) is expected to report $-0.12 for 3Q.

Cohen & Co Inc (COHN) is expected to report $0.35 for 3Q.

CorMedix Inc (CRMD) is expected to report for 3Q.

Corus Entertainment Holdings Inc (CJREF,CORS.T) is expected to report for 4Q.

Crescent Biopharma Inc (CBIO) is expected to report for 3Q.

DNA X Inc (SONM) is expected to report for 3Q.

DarioHealth Corp (DRIO) is expected to report for 3Q.

Data I/O Corp (DAIO) is expected to report $0.01 for 3Q.

Dixie Group Inc (DXYN) is expected to report for 3Q.

Endeavour Mining PLC (EDV.T,EDVMF) is expected to report for 3Q.

Enovix Corp (ENVX) is expected to report $-0.21 for 3Q.

EyePoint Inc (EYPT) is expected to report $-0.89 for 3Q.

Hudbay Minerals Inc (HBM,HBM.T) is expected to report $0.34 for 3Q.

InspireMD Inc (NSPR) is expected to report $-0.16 for 3Q.

Invivyd Inc (IVVD) is expected to report $-0.13 for 3Q.

Leatt Corp (LEAT) is expected to report for 3Q.

Lucid Diagnostics Inc (LUCD) is expected to report $-0.06 for 3Q.

M-tron Industries Inc (MPTI) is expected to report $0.56 for 3Q.

Medical Facilities Corp (DR.T) is expected to report $0.12 for 3Q.

National Vision Holdings Inc (EYE) is expected to report $0.11 for 3Q.

NetSol Technologies Inc (NTWK) is expected to report for 1Q.

Nuwellis Inc (NUWE) is expected to report for 3Q.

Rockwell Medical Inc (RMTI) is expected to report for 3Q.

SES AI Corp (SES) is expected to report $-0.05 for 3Q.

Saga Communications (SGA) is expected to report for 3Q.

Solo Brands Inc (SBDS) is expected to report for 3Q.

Taysha Gene Therapies Inc (TSHA) is expected to report $-0.13 for 3Q.

Vista Gold Corp (VGZ,VGZ.T) is expected to report for 3Q.

Vulcan Infrastructure and Power Inc (VIP) is expected to report for 3Q.

WildBrain Ltd (WILD.T) is expected to report for 1Q.

Wolverine World Wide Inc (WWW) is expected to report $0.45 for 3Q.

YETI Holdings Inc (YETI) is expected to report $0.76 for 3Q.

flyExclusive Inc (FLYX) is expected to report for 3Q.

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ANALYST RATINGS ACTIONS Akamai Technologies Cut to In-Line From Outperform by Evercore ISI Group

Apple Raised to Buy From Hold by China Renaissance

Capricor Therapeutics Raised to Buy From Hold by Jones Trading

ConocoPhillips Cut to Hold From Buy by Freedom Broker

Crescent Capital BDC Cut to Neutral From Buy by Ladenburg Thalmann

Delek US Raised to Buy From Hold by Freedom Broker

Gladstone Investment Raised to Buy From Neutral by Ladenburg Thalmann

Halozyme Therapeutics Cut to Equal-Weight From Overweight by Morgan Stanley

Hartford Insurance Cut to Equal-Weight From Overweight by Wells Fargo

Harvard Bioscience Cut to Hold From Speculative Buy by StoneX

Life360 Cut to Neutral From Buy by B of A Securities

Mercury Systems Raised to Overweight From Neutral by JP Morgan

Mid-America Apartment Cut to Equal-Weight From Overweight by Morgan Stanley

Millicom Intl Cellular Raised to Buy From Neutral by UBS

Mosaic Cut to Sell From Hold by Freedom Broker

Nvidia Cut to Neutral From Outperform by Baird

Paysign Cut to Hold From Buy by Maxim Group

Pediatrix Medical Cut to Underperform From Neutral by Mizuho

Phreesia Cut to Underweight From Neutral by JP Morgan

Republic Services Raised to Overweight From Neutral by JP Morgan

Riot Platforms Cut to Market Perform From Outperform by Keefe, Bruyette & Woods

Toast Cut to Market Perform From Outperform by Bernstein

This article is a text version of a Wall Street Journal newsletter published earlier today.

(END) Dow Jones Newswires

November 12, 2026 06:17 ET (11:17 GMT)

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