Financial newsfor AI agents.

Morgan Stanley kept PulteGroup at Equal-Weight, reducing its price target to $120 from $128, citing an 8.6% downside from the Nov 2 close of $131.29. Recent analyst targets for PulteGroup range from $109 to $162.

Morgan Stanley kept Oshkosh at Equal-Weight but cut its price target to $139 from $147, a 5.4% reduction. This suggests a 4.5% downside from the Nov 2 close of $145.53. Recent analyst targets for Oshkosh range from $140 to $164.

Scotiabank kept its Sector Outperform rating on Vertex Pharmaceuticals and increased its price target to $660 from $558, suggesting a 19.3% upside from the Nov 2 close of $553.15. Recent analyst price targets for the company range from $563 to $650.

Fiserv (FISV) reported earnings beat, doubling savings target to $1B and announcing a $500M buyback. Adjusted operating margin narrowed to 31.2% from 37% YoY. GAAP loss of $11.17 per share included a $6.45B goodwill impairment charge. FISV stock surged, with retail sentiment turning 'extremely bullish' on Stocktwits. Year-to-date, FISV stock is down over 11%.

Morgan Stanley kept Lennar at Underweight, cutting its price target to $58 from $65, a 10.8% reduction. This implies a 36.3% downside from Lennar's Nov 2 close of $91.02.

AI-generated political ads, or 'slopaganda,' are raising concerns for platforms like Meta, Google, and X. Over $187 million was spent on nearly 300 AI-generated ads, mostly by Republican candidates, according to the Wesleyan Media Project. Platforms have varying policies on AI-generated content, with some requiring disclosures. Meta was recently fined $25 billion in a data privacy case. Lawmakers are proposing bills to regulate AI in political ads, but none have advanced.