North American Morning Briefing: AI Stocks Under Pressure as Investors Reassess Positions -3-

Imax Corp (IMAX,IMX-T) is expected to report $0.86 for 3Q.

Insight Enterprises Inc (NSIT) is expected to report $2.53 for 3Q.

Kimberly-Clark Corp (KMB) is expected to report $1.39 for 3Q.

Kontoor Brands Inc (KTB) is expected to report $1.34 for 3Q.

LCI Industries (LCII) is expected to report $2.09 for 3Q.

Lincoln National Corp (LNC) is expected to report $1.87 for 3Q.

Malibu Boats Inc - Class A (MBUU) is expected to report $0.03 for 1Q.

NexPoint Real Estate Finance Inc (NREF) is expected to report $0.32 for 3Q.

Obsidian Energy Ltd (OBE.T,X-OBE) is expected to report for 3Q.

Option Care Health Inc (OPCH) is expected to report $0.39 for 3Q.

Perimeter Solutions Inc (PRM) is expected to report for 3Q.

Polaris Renewable Energy Inc (PIF.T) is expected to report for 3Q.

Real REMAX Group Inc (REAX) is expected to report for 3Q.

Shake Shack Inc (SHAK) is expected to report $0.35 for 3Q.

Southern Co (SO) is expected to report $1.72 for 3Q.

USA TODAY Co Inc (TDAY) is expected to report $-0.06 for 3Q.

Verisk Analytics Inc (VRSK) is expected to report $1.83 for 3Q.

Virtu Financial Inc (VIRT) is expected to report $1.27 for 3Q.

Vistance Networks Inc (VISN) is expected to report $0.15 for 3Q.

Vontier Corp (VNT) is expected to report $0.81 for 3Q.

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ANALYST RATINGS ACTIONS Adobe Cut to Sell From Neutral by Citigroup

Adtran Cut to Neutral From Buy by Rosenblatt

Alphatec Cut to Neutral From Buy by UBS

Amdocs Cut to Perform From Outperform by Oppenheimer

Archer Daniels Midland Raised to Neutral From Underweight by JP Morgan

AutoNation Cut to Neutral From Overweight by JP Morgan

Ball Corp Cut to Neutral From Overweight by JP Morgan

Camping World Holdings Cut to Neutral From Buy by Citigroup

Crown Holdings Cut to Neutral From Overweight by JP Morgan

Driven Brands Holdings Cut to Neutral From Buy by BTIG

Duolingo Raised to Equal-Weight From Underweight by Wells Fargo

Edwards Lifesciences Raised to Buy From Hold by Truist Securities

Fidelity National Cut to Market Perform From Outperform by William Blair

Fiserv Raised to Buy From Hold by Argus Research

Flagstar Bank N.A. Cut to Underweight From Overweight by Morgan Stanley

Gartner Cut to Hold From Buy by Truist Securities

Group 1 Auto Cut to Underweight From Neutral by JP Morgan

Ibotta Raised to Neutral From Sell by Goldman Sachs

Isabella Bank Raised to Overweight From Neutral by Piper Sandler

MSG Knickerbockers Raised to Outperform From Peer Perform by Wolfe Research

Nasdaq Futures Rally, but Cloud Providers Slide Premarket on Data-Center Regulation Concerns

Navitas Semiconductor Raised to Buy From Neutral by Rosenblatt

Ouster Raised to Buy From Overweight by Amerx

Ouster Raised to Overweight From Neutral by Cantor Fitzgerald

Phoenix Education Cut to Neutral From Buy by B. Riley Securities

Phoenix Education Cut to Neutral From Buy by B. Riley Securities

Shares in Elon Musk's SpaceX, Tesla Fall Premarket After Democrats Sweep Midterms

Vistra Cut to Sector Weight From Overweight by Keybanc

Wayfair Raised to Buy From Hold by Gordon Haskett

Xylem Cut to Hold From Buy by Argus Research

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

(END) Dow Jones Newswires

November 05, 2026 05:58 ET (10:58 GMT)