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Epoch Investment Partners Reduces Holdings in Cummins; Norges Bank Increases

Amphenol Receives 'Moderate Buy' Rating from Analysts

Beutel Goodman & Co Ltd. Reduced Cummins Shares

Cencora Expanding Logistics Capabilities Through Investments

Rosenblatt Raises Lumentum Holding's Target Price to $380

Southern Copper Director Sells Company Stock

Ciena to release FY2025 Q4 earnings on December 11 Pre-Market EST, forecast revenue USD 1.288 B, EPS USD 0.3266

JPMorgan Raises Target Price on Cencora

Argus Raises Cummins Target Price to $573

Portfolio Design Labs LLC Acquired Shares in McKesson Corporation

William J. Doherty disposed of Amphenol Corporation common stock

OMERS reduced its holding in Amphenol

Aura Minerals Inc. Acquires AngloGold Ashanti's Mineração Serra Grande Gold Mine for $72.8 Million

Williamson Heritage Group Acquires Amphenol Shares

Willamson Heritage Group Invests in Cardinal Health

Mackenzie Financial Reduced Its Stake in McKesson, McKesson Exceeded Expectations in Q3 Earnings

Cummins Receives 'Moderate Buy' Rating, Institutional Ownership Increases

Harfst & Associates Inc. Increases Holdings in Amphenol

AngloGold Ashanti Sees Surge in Call Option Trading

Steward Partners reduces holdings in Cencora

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Tradr 2X Long ASTS Daily ETF

Able View Global

Epoch Investment Partners Inc. reduced its stake in Cummins Inc. by 4.3% in Q2, owning 308,736 shares worth $101.1M. Other institutional investors adjusted their positions, with Norges Bank acquiring a new stake worth $505.9M. Analysts upgraded Cummins, with a consensus rating of 'Moderate Buy' and an average target price of $476.75. Cummins stock opened at $510.43, with a market cap of $70.46B.

Market Beat

Cummins

Epoch Investment Partners Inc. Lowers Position in Cummins Inc. $CMI

Amphenol Corporation (NYSE:APH) has received a "Moderate Buy" rating from 13 analysts, with 10 recommending a buy and 3 a hold. The average 12-month target price is $131.54. Recent analyst reports set target prices between $126 and $154. Amphenol's Q3 earnings exceeded expectations, with revenue up 53.4% year-over-year. The company increased its quarterly dividend to $0.25 per share. Insider transactions include significant stock sales by executives. Institutional investors have adjusted their positions in the company.

Amphenol

Amphenol Corporation (NYSE:APH) Given Average Rating of "Moderate Buy" by Analysts

Beutel Goodman & Co Ltd. sold 17,415 shares of Cummins Inc., reducing its stake by 2.9% in Q2. Cummins' stock opened at $510.43, with a market cap of $70.46 billion. Insiders sold 36,410 shares worth $16.42 million in 90 days. Cummins reported Q3 EPS of $5.59, beating estimates, with revenue of $8.32 billion. The firm announced a $2.00 quarterly dividend.

Beutel Goodman & Co Ltd. Sells 17,415 Shares of Cummins Inc. $CMI

CIEN

Ciena Well-Positioned for Data Center Interconnect Opportunity, Morgan Stanley Says

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Ciena

Ciena Well-Positioned for Data Center Interconnect Opportunity, Morgan Stanley Says

Constl and Ciena Corporation have successfully achieved a 1 Tbps transmission across a 1,450 km long-haul network using WaveLogic 6 Extreme. This deployment in India enhances fibre wavelength capacity, improves spectral efficiency, and reduces power consumption, doubling capacity from 800 Gb/s to 1.6 Tb/s compared to previous technology. The trial highlights Constl's commitment to high-quality fibre infrastructure in India's digital economy.

Constl & Ciena Corporation Achieve Breakthrough 1 Tbps Transmission Across 1,450 Km Long-Haul Network Using WaveLogic 6 Extreme

RTPPF

SCCO

Shares of copper miners fall, tracking lower prices of the red metal Benchmark copper (CMCU3) on the London Metal Exchange down 0.7% at $11,401 a metric ton Copper prices dip as traders said the panic over tight supplies that caused a price spike this week had started to ease (MET/) Global mining giant Rio Tintodown 1.7% Southern Copperdown marginally and Freeport-McMoRan <falls 1.2% canada’s hudbay minerals (hbm.to) down 1.3% and ero copper (ero.to) fall 1%

Reuters

Rio Tinto

Rio Tinto Group

Hudbay Minerals

ERO Copper

Southern Copper

BUZZ-Copper miners dip as prices ease on London Metal Exchange

Cummins Stock: Is CMI Outperforming the Industrial Sector?

Barchart Option

Cummins Stock: Is CMI Outperforming the Industrial Sector?

Invesco Ltd. reduced its stake in Quanta Services, Inc. by 10.3% in Q2, owning 1.15% of the company worth $647.25 million. Quanta Services reported Q3 earnings of $3.33 per share, beating estimates, with revenue up 17.5% year-over-year. Analysts have mixed ratings, with a consensus target price of $442.32. Institutional investors own 90.49% of Quanta's stock.

Quanta Services

Invesco

Invesco Ltd. Has $647.25 Million Holdings in Quanta Services, Inc. $PWR

Ciena Corporation has renewed its change in control severance agreements with executive officers, including CEO Gary B. Smith, effective until November 30, 2028. The agreements include updates to the Executive Compensation Clawback Policy while maintaining existing severance benefits. This renewal aims to ensure continuity in executive compensation policies, potentially impacting stakeholder confidence and company stability during leadership transitions.

Tip Ranks

Ciena Renews Executive Severance Agreements

Ciena Corporation has renewed its change-in-control severance agreements with executive officers, effective November 30, 2025, through November 30, 2028. The agreements include President and CEO Gary B. Smith and CFO Marc D. Graff, maintaining previous severance benefits levels. Updates clarify the agreements' non-restriction under Ciena’s Executive Compensation Clawback Policy, address equity treatment under Section 409A of the Internal Revenue Code, and include other administrative changes.

Ciena Renews Executive Change-in-Control Severance Agreements Through 2028

Amphenol reported record Q3 2025 results with significant sales and earnings growth driven by AI data center demand and Communication Solutions. The company announced a 52% dividend increase from January 2026 and a $10.50 billion acquisition of CommScope’s unit, funded partly by a $7.50 billion notes offering. This enhances its AI infrastructure and communications network exposure but raises risks related to acquisition integration and margin sustainability. Amphenol projects $26.9 billion revenue and $5.1 billion earnings by 2028, with a fair value estimate of $147.99, a 7% upside to its current price.

Simplywall

How Record AI‑Fueled Q3 Results and a 52% Dividend Hike Will Impact Amphenol (APH) Investors