Alright, I am convinced things are leaking in the DOJ and leaking to Wallstreet ahead of time. Today $HPE had their settlement with the DOJ announced. $HPE is up 12%. ON FRIDAY $HPE HAD THE MOST OTM CALL OPTIONS IN THE LAST 90 DAYS, AND THE MOST AMOUNT OF CALL VOLUME. Someone

Good morning to everyone:

Good night to everyone:

Alright, I am convinced things are leaking in the DOJ and leaking to Wallstreet ahead of time. Today $HPE had their settlement with the DOJ announced. $HPE is up 12%. ON FRIDAY $HPE HAD THE MOST OTM CALL OPTIONS IN THE LAST 90 DAYS, AND THE MOST AMOUNT OF CALL VOLUME. Someone put $1.11 million in 9% OTM calls at 11:09AM, and CLOSED THIS MORNING! You can see this clearly on Unusual Whales. This is a blatant example of leaks happening, and isn't the first time we caught this. Over this last year, we exposed numerous tickers and deals where this is happening. Someone always knows, come join our tools at Unusual Whales to help you follow.

$HPE - *ELLIOTT SAID TO BUILD OVER $1.5 BILLION STAKE IN HP ENTERPRISE

Hewlett Packard Enterprise, $HPE, has announced it will fire 3,000.

$HPE $NVDA - HPE ANNOUNCES SHIPMENT OF ITS FIRST NVIDIA GRACE BLACKWELL SYSTEM

MORNING RECAP • $ASO announces a $700M share buyback. • $AEO Q3 EPS $0.48 vs. $0.46 est., rev down -0.9% to $1.29B; cuts annual sales growth forecast to 3%, expects Q4 comp sales +1%, total rev -4%. • $CHPT Q3 loss (-$0.18) vs. est. (-$0.09), rev -10% to $99.6M; Q4 rev guidance $95M-$105M. Networked charging systems down -29%, subscription rev up +19%. • $COST November comp sales +3.1%, net sales +5.6% to $21.87B; Q1 sales +7.5% to $60.99B. • $FIVE Q3 EPS $0.42 vs. $0.17 est., sales +15% to $843.7M; Q4 sales guide $1.35B-$1.38B, comp sales expected to decline. • $PVH Q3 adj EPS $3.03 vs. $2.59 est., rev $2.26B vs. $2.22B; Q4 rev expected -7% to -6%, EPS $3.05-$3.20. • $PG now sources Gillette razor steel from India to mitigate potential Trump tariffs. • $AVAV Q2 rev $188.5M vs. $182.9M est.; adj EBITDA $25.9M vs. $31.7M est.; maintains FY25 EPS $3.18-$3.49, revenue $790M-$820M. • $APD: Mantle Ridge now nominates only four for the board, down from nine. • $CULP Q2 adj op income ($2.6M) vs. ($3.589M) est., sales $55.7M vs. $58M est.; expects flat to slightly down Q3 sales, positive EBITDA in 2H, profitable by Q4. • $GEF Q4 EPS $1.08 vs. $1.10 est.; rev up 8.3% to $1.42B, adj EBITDA down 0.8% to $197.6M; FY25 adj EBITDA expected at $675M low-end. • $LUV boosts Q4 revenue per seat mile forecast to 5.5%-7% from 3.5%-5.5%, due to pricing and travel demand. • $FI stock falls as CEO Frank Bisignano is nominated by Trump to lead the SSA. • $FOUR downgraded to Hold from Buy after CEO Jared Isaacman is chosen by Trump to head NASA. • $HOOD plans Asia expansion, setting up in Singapore. NYPD seeks man who killed UnitedHealth $UNH executive Brian Thompson outside a Manhattan hotel, suspect fled into Central Park. TSM discussing with $NVDA to manufacture AI chips in Arizona. • $AMAT downgraded to Underweight at Morgan Stanley due to memory market concerns. • $HPE upgraded to Overweight, target price raised post-Juniper acquisition. • $NCNO Q3 adj EPS $0.21 vs $0.16 est., Q4 rev guidance below estimates. • $OOMA Q3 EPS $0.17 vs $0.16 est., raised yearly outlook. • $S Q3 EPS loss ($0.25) vs $0.01 est., slightly beat on revenue for Q4 and year. • $SNPS Q4 adj EPS $3.40 vs $3.30 est., Q1 guidance below expectations. • $VRNT Q3 EPS $0.54 vs $0.43 est., strong SaaS growth, FY25 revenue guidance up. • $DIS increases dividend to $1.00 per share. • $SMTC launches $400M stock offering.

#Upgrades - Dec 05, 2024 • $BRKR: Goldman Sachs Upgrades to Neutral from Sell - PT $60 • $COP: JPMorgan Upgrades to Overweight from Neutral - PT $123 (from $120) • $DEO: Jefferies Upgrades to Buy from Hold - PT $141 (from $129) • $EXAS: CFRA Upgrades to Buy from Hold - PT $72 (from $48) • $GTES: Barclays Upgrades to Overweight from Equalweight - PT $25 (from $21) • $HPE: Morgan Stanley Upgrades to Overweight from Equalweight - PT $28 (from $23) • $ITW: Barclays Upgrades to Equalweight from Underweight - PT $270 (from $230) • $MBLY: Wolfe Research Upgrades to Outperform from Peerperform • $MGA: Wolfe Research Upgrades to Peerperform from Underperform • $OKTA: Bernstein Upgrades to Outperform from Market Perform - PT $129 (from $123) • $ROK: Barclays Upgrades to Equalweight from Underweight - PT $290 (from $255) • $WTW: Raymond James Upgrades to Strong Buy from Outperform - PT $400 (from $365)

#Upgrades - Nov 18, 2024 • $AMLX: Baird Upgrades to Outperform from Neutral - PT $11 (from $3) • $APD: UBS Upgrades to Buy from Neutral - PT $375 (from $338) • $AUTL: Goldman Sachs Upgrades to Buy from Neutral - PT $7.60 (from $7) • $BFAM: BMO Capital Upgrades to Outperform from Market Perform - PT $125 (from $137) • $CBRL: Argus Upgrades to Buy from Hold - PT $52 • $CVS: Wells Fargo Upgrades to Overweight from Equal Weight - PT $66 (from $60) • $FUTU: Morgan Stanley Upgrades to Overweight from Equalweight - PT $115 (from $70) • $HOOD: Needham Upgrades to Buy from Hold - PT $40 • $HPE: Raymond James Upgrades to Strong Buy from Outperform - PT $29 (from $23) • $MBI: KBW Upgrades to Outperform from Market Perform - PT $9 (from $6.50) • $MPWR: Loop Capital Upgrades to Buy from Hold - PT $660 • $MRNA: HSBC Upgrades to Buy from Hold - PT $58 • $PRMB: Deutsche Bank Upgrades to Buy from Hold - PT $33 (from $20) • $ROKU: Baird Upgrades to Outperform from Neutral - PT $90 (from $70) • $UFCS: Piper Sandler Upgrades to Neutral from Underweight - PT $26 (from $19)

#Upgrades - Sep 25, 2024 $ABG: Morgan Stanley Upgrades to Equalweight from Underweight - PT $240 (from $190) $AN: Morgan Stanley Upgrades to Overweight from Equalweight - PT $200 (from $145) $DASH: KeyBanc Upgrades to Overweight from Sector Weight - PT $177 $GPI: Morgan Stanley Upgrades to Overweight from Equalweight - PT $430 (from $285) $HPE: Barclays Upgrades to Overweight from Equalweight - PT $24 (from $20) $LAD: Morgan Stanley Upgrades to Equalweight from Underweight - PT $310 (from $225) $LNW: UBS Upgrades to Buy from Neutral - PT $166 (from $169) $PAG: Morgan Stanley Upgrades to Overweight from Equalweight - PT $180 (from $115) $PBR: JPMorgan Upgrades to Overweight from Neutral - PT $19 (from $16.50) $SAH: Morgan Stanley Upgrades to Equalweight from Underweight - PT $58 (from $40)

#Upgrades - Sep 17, 2024 $ALRS: Raymond James Upgrades to Outperform from Market Perform - PT $24 $APP: UBS Upgrades to Buy from Neutral - PT $145 (from $100) $BANC: Raymond James Upgrades to Outperform from Market Perform - PT $16 $BNTX: Jefferies Upgrades to Buy from Hold - PT $150 (from $96) $CURV: William Blair Upgrades to Outperform from Market Perform $DCOM: Raymond James Upgrades to Strong Buy from Outperform - PT $35 (from $29) $ETR: Barclays Upgrades to Overweight from Equalweight - PT $138 (from $115) $GCI: Citi Upgrades to Neutral from Sell - PT $5.10 $GEV: BofA Securities Upgrades to Buy from Neutral - PT $300 (from $200) $HPE: BofA Securities Upgrades to Buy from Neutral - PT $24 (from $21) $LIVN: Baird Upgrades to Outperform from Neutral - PT $66 (from $55) $LSCC: Stifel Upgrades to Buy from Hold - PT $55 $NYCB: Raymond James Upgrades to Market Perform from Underperform $RLMD: Jefferies Upgrades to Buy from Hold - PT $13 (from $3.50) $SHOP: Redburn-Atlantic Upgrades to Buy from Neutral - PT $99 $SNV: Raymond James Upgrades to Outperform from Market Perform $TCBI: Raymond James Upgrades to Outperform from Market Perform $VBTX: Raymond James Upgrades to Strong Buy from Market Perform