Late Night Market Recap

 night.owl
 
  night.owl
 
Follow  Message
 
 
 
Night.Owl masters market recaps, offering sharp analysis that uncovers hidden patterns and key moves. Stay ahead with Night.Owl’s expert insights.
 

•  11 Nov 2025
 

•   AMD  
   
  -0.47%
•   ASTS  
   
  +0.80%
•   BABA  
   
  -0.35%
•   BMY  
   
  +0.50%
•   BYND  
   
  0.00%

$BYND fell sharply after another brutal earnings report that deepened investor concerns about Beyond Meat future. The Q3 loss widened, missing estimates across the board, while management outlined plans to reduce debt and expand margins. But with demand for plant-based meat products continuing to soften and cash burn running high, confidence is evaporating fast. Shares plunged nearly 9% as traders questioned whether there’s any bottom in sight for BYND collapsing sales and negative growth trend.

$AMD lit up after hours, jumping as the chipmaker unveiled bold new long-term growth targets during its analyst day. AMD cited accelerating AI momentum as the key driver of its next expansion phase, giving traders fresh confidence that the company can keep pace with its larger rivals in the high-performance computing race. The upbeat tone helped inject late-session energy into the semiconductor space, with investors eyeing follow-through tomorrow.

$CSCO inched slightly lower ahead of its Wednesday earnings report, as investors braced for clues on how the networking giant plans to leverage AI-driven demand. Analysts expect Cisco to showcase steady multi-year growth powered by AI-related products and cloud infrastructure upgrades. Sentiment remains cautiously optimistic, with several strategists calling it one of the most underappreciated tech names heading into results.

$BABA slipped more than 3% as traders weighed the ongoing tug-of-war between China economic recovery hopes and global investor skepticism. While Alibaba continues to expand its AI cloud business alongside Baidu, short-term sentiment remains muted amid macro uncertainty. Still, long-term bulls argue the stock looks undervalued relative to its innovation pipeline.

$BMY edged higher after BofA reiterated a neutral stance but maintained confidence in the long-term potential. Bristol-Myers Squibb is still seen as a deep-value play within the healthcare space, with expectations for modest growth in coming years. The stock rose over 3%, signaling quiet accumulation by patient investors betting on stability over speed.

$DIS gained ground, rising more than 2% ahead of its upcoming Q4 earnings. Traders are watching to see whether Disney can shift focus from short-term challenges like the YouTube dispute and box office misses toward stronger guidance in streaming and parks. With the Dow climbing over 300 points mid-session, the Mouse House helped fuel broader optimism in the blue-chip space.

$HL traded slightly lower as Hecla Mining growth story continued to develop. Analysts remain bullish on its long-term earnings trajectory, citing rising silver demand and stronger estimates. Despite the minor pullback, some investors view the weakness as a potential entry point for exposure to precious metals with solid fundamentals.

$COGT continued its remarkable run, soaring nearly 3% as Cogent Biosciences climbed to new record highs on positive cancer treatment trial data. Analysts reaffirmed their outperform ratings, and the stock traded above its average price target a clear sign of market confidence in its breakthrough potential.

$ASTS slipped after reporting a wider-than-expected Q3 loss, with management citing inflation and tariffs as major headwinds. Despite top-line growth, the satellite communications near-term revenue targets remain under scrutiny. Shares stabilized later in the session as traders looked for signs of future contract momentum to offset recent weakness.

$INFY rose modestly as Infosys drew attention ahead of its record date for a massive share buyback on November 14. The move signals strong capital confidence from management, and technical traders noted a bullish RSI upswing in the stock suggesting momentum may be turning positive for the Indian IT giant.

$DELL dipped nearly 3% despite bullish commentary from Deutsche Bank, which advised investors to "buy the dip" following the strong third quarter showing. While the stock pulled back in tandem with broader market rotation, fundamentals remain supportive.

View All Headlines