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US Stock Morning Brief 2025-11-26

11/26/2025, 1:11:06 PM

News Summary

U.S. stock futures pointed to a mixed morning, with Dow futures up about 0.5%, the S&P 500 essentially flat and the Nasdaq seen down around 0.4% after a session that ended with a strong finish despite an uneven start. Traders are weighing delayed data that has ramped expectations for a Federal Reserve rate cut next month against a backdrop of renewed AI investment activity led by OpenAI’s push into hundreds of billions of dollars in new data centers under what observers call Project Stargate, even as broader AI spending elsewhere in the economy has cooled. Mortgage rates moved lower, pushing the 30-year rate to the lowest in a month, adding to the mix of drivers shaping sentiment.

The market backdrop continues to feature a mix of value and growth narratives, with value names like Walmart and TJX benefiting as consumers pare discretionary spending and hunt for bargains, while contrarian money is still searching for undervalued pockets as AI mania persists. Investors will digest Deere earnings and weekly jobless claims data for signals on the economy and the labor market, and international peers look to a continued path of gains into 2026, with a Reuters poll highlighting upside for European equities and India cited as an attractive long-term opportunity. Regulatory chatter remains in focus as Polymarket expands into event contracts through brokerages amid ongoing CFTC deliberations, even as the broader equity market maintains a resilient earnings backdrop in 2025 alongside a historically tight employment backdrop of about 4.9%.

Stock Nes Summary

AA

CMC, AA and JRVR Earn Zacks Rank #1 (Strong Buy) Status on Nov. 26, 2025 Zacks Investment Research today announced that CMC, AA and JRVR have been assigned a Zacks Rank #1 (Strong Buy) status. The Zacks Rank is a proprietary quantitative stock rating system that has been shown to best predict short-term stock price movements. The Zacks Rank is based on a three-tier rating system: Zacks Rank #1 (Strong Buy), Zacks Rank #2 (Buy) and Zacks Rank #3 (Hold). The Zacks Rank #1 stocks have

AAAU

Jim Wyckoff, a seasoned financial journalist with over 25 years of experience, has spent significant time on the bustling commodity futures trading floors in Chicago and New York.

AAPL

Microsoft leverages AI advancements, while Meta Platforms sees potential in AI glasses.

AEO

American Eagle faces sales pressure amid celebrity collaborations, but effectively manages expenses.

AGRI

Fresh Del Monte Produce Inc. has partnered with THACO Agri, a major agricultural producer in Vietnam and Cambodia, to enhance its fresh fruit and vegetable offerings.

ALAR

Company Diligently Prioritizing Market-Share Capture in Explosive AI Training-Data Segment In a groundbreaking move, Company Diligently is aggressively pursuing market share in the rapidly expanding AI training-data segment. The company's strategic focus on capturing a significant portion of this lucrative market is a testament to its commitment to innovation and growth. With the AI training-data segment experiencing explosive growth, Company Diligently is positioning itself as a key player in this transformative industry. By prioritizing market share capture, the company aims to establish a strong foothold and drive its success in the competitive landscape. As the demand for AI training data continues to surge

ALT

Altimmune, Inc. announces participation of its management team in the Piper Sandler 37th Annual Healthcare Conference's fireside chat, focusing on the company's novel peptide-based therapeutics for liver and cardiometabolic diseases.

AMBR

Amber International reports a profitable Q3 with a +8% operating profit margin, announces a US$50 million share repurchase program, and continues to focus on high-quality, higher-margin revenue streams.

AMD

AMD's latest AI data center chips are industry-leading in performance and cost, with potential to generate over $100 billion in revenue.

AMT

AmeriTrust Financial Technologies Inc. (AMT) has filed its interim financial statements and Management's Discussion and Analysis for the first half of 2025, showcasing its progress in the automotive finance sector.

AMZN

Amazon advances its strategic growth, outpacing rivals in AI infrastructure, with upcoming EC2 Trn3 instances potentially cementing its dominance in corporate AI workloads.

ARVN

Arvinas, Inc. announces participation of Chief Medical Officer, Noah Berkowitz, M.D., Ph.D., and Chief Financial Officer, Andrew Saik, in the Piper Sandler 37th Annual Healthcare Conference on December 4, 2025, in New York.

ASM

Avino Silver & Gold Mines Ltd. has filed a prospectus supplement to distribute common shares under a sales agreement with Cantor Fitzgerald & Co.

ASML

ASML, a key player in the semiconductor sector, reports a 1.73% stock price increase.

ATHA

Maiden diamond drilling at Athena's Excelsior Springs Project in Nevada returns 4.33 g/t Au over 14.4m; geophysics defines large intrusive WHITE ROCK, BC.

AU

Executive Director Gillian Doran has sold securities of AngloGold Ashanti plc, but continues to hold a significant number of shares and awards.

AVGO

Alphabet's stock surges, benefiting Apple.

AVXL

Anavex Life Sciences Corp. will present oral blarcamesine at the 18th Clinical Trials on Alzheimer's Disease Conference in San Diego, showcasing significant clinical and quality of life improvements for early Alzheimer's patients.

AXL

Arrow Exploration Corp shares surge 4% following promising results from Colombia's Mateguafa 6 appraisal well, which has begun production in the Carbonera C7 formation with significant hydrocarbon-bearing zones.

B

Ben van Beurden steps down as Barrick's Lead Independent Director, to be succeeded by Loreto Silva.

BAM

In a volatile market, I identify two compelling investments that offer attractive dividends, providing a strategic approach for investors seeking risk-adjusted opportunities.

BCC

Zacks Rank #5 (Strong Sell) List Adds OzK, BCC, CLMB Zacks Investment Research today announced that OzK, BCC and CLMB have been added to the Zacks Rank #5 (Strong Sell) List. The list is updated daily and includes stocks that are expected to underperform the market over the next 1 to 3 months. The stocks on the list are expected to lose 20% or more in the coming 3 months. The Zacks Rank is a stock-rating system that has been in place since 1988. It is based on the idea that stocks that have a

BEN

Over the past three years, the rapid growth of Artificial Intelligence has dominated investor attention.

BKUCF

Blue Sky Uranium Corp. announces completion of Gap Analysis for Ivana Uranium-Vanadium Deposit in Argentina, advancing joint-venture with Corporacion America Group.

BMR

Beamr Imaging Ltd. (NASDAQ: BMR), a pioneer in video optimization technology, will showcase its solutions at AWS re:Invent 2025 in Las Vegas from December 1-5, 2025.

BN

Brookfield Corporation announces the successful completion of its $250 million Class A Preference Shares, Series 54 issuance, and CEO Bruce Flatt will present at the upcoming Goldman Sachs U.S. Financial Services Conference.

CAT

Caterpillar's management has recently upgraded its guidance during an investor day presentation, highlighting the support of its power and energy businesses for the operation of AI/data centers.

CBSTF

Cannabist Company expands partnership with Old Pal, introducing flower products to West Virginia medical patients.

CCCC

C4 Therapeutics reports Q3 GAAP EPS loss of –$0.44, revenue of $11.23M, and promising Phase 1 results for cemsidomide, despite a net loss and heavy R&D spending. The company has a strong cash position and trades at a discount to sector peers, with limited pipeline premium.

CELC

Celcuity Inc., a biotech firm focused on oncology therapies, will attend the 8th Annual Evercore Healthcare Conference in Miami, Florida from December 2-4, 2025.

CGON

CG Oncology, Inc. announces Christina Rossi's appointment to its Board of Directors.

CHA

Chagee Holdings Limited (NASDAQ: CHA) to unveil Q3 earnings before market opens on Nov. 28.

CHCO

Brampton Transit and GO Transit have partnered to bring Smart Routing™ technology to the city, offering real-time connections to Brampton Transit and GO Transit services. This collaboration aims to enhance the travel experience for residents and visitors in one of Canada's fastest-growing cities.

CJET

Chijet's digital asset treasury now exceeds $400 million in value, following the acquisition of 100 million tokens as part of its strategic initiative.

CLGN

CollPlant Biotechnologies, a company focused on regenerative and aesthetic medicine using non-animal-derived rhCollagen, announced financial results for Q3 2025 and plans to expand sales in North America through a new partnership with a U.S.-based logistics center, while also working on cost reductions and program prioritization to extend their cash runway.

CLSK

CleanSpark, Inc. ( CLSK ) announced its Q4 2025 earnings, with CEO S. Schultz highlighting a 15% increase in revenue and a 20% rise in net income, attributing success to strategic partnerships and market expansion.

CMCM

Cheetah Mobile Inc. (NYSE: CMCM) announces unaudited consolidated financial results for Q3 2025, reflecting the company's ongoing commitment to innovation and growth in the IT sector.

COCO

Big Money inflows into Vita Coco, Inc. (COCO) have been driving a 102% surge in the company's stock since May 2023, as investors continue to capitalize on the outlier inflow signal.

COLD

Americold, a global leader in temperature-controlled logistics, real estate, and value-added services, has been named a 2025 GRESB Sector Leader in the Americas, Industrial category, highlighting its top-performing sustainability performance.

COTY

Bleichmar Fonti & Auld LLP, a top securities law firm, is investigating Coty Inc. for possible federal securities law violations. Investors are advised to seek more details at the provided link.

CPB

CNBC's Becky Quick reports on the latest news.

CRDO

Credo Technologies' stock remains 'Hold' as strong revenue growth and AI momentum counterbalance bearish sentiment, despite high P/E ratios and insider selling.

CRS

Carpenter Technology Corporation (CRS) has seen a remarkable 1,220% increase in its stock price since 2005, largely due to significant investments from large, outlier investors.

CRWV

CoreWeave's AI chip demand drives its business, but heavy debt and interest expenses hinder profitability.

CVEO

Civeo Corporation appoints Jeffrey B. Scofield and Daniel B. Silvers to its Board of Directors, effective immediately, in a cooperation agreement with Engine Capital LP.

CVX

Chevron Corp. (CVX) is bracing for a second consecutive year of declining earnings in 2025, as it awaits a rebound in oil prices, according to Zacks Investment Research.

DBRG

DigitalBridge Group, Inc. announces a Memorandum of Understanding with KT Corporation to develop next-gen AI data centers in Korea, marking its first major collaboration with a Korean telecom company.

DCGO

DocGo Inc. announces CEO Lee Bienstock's participation in the Noble Capital Markets Emerging Growth Conference on December 3rd, with a presentation and 1x1 meetings scheduled.

DE

Deere & Company reported a net income of $1.065 billion for the fourth quarter ended November 2, 2025, with earnings per share of $3.93, surpassing Wall Street's expectations of $3.84 per share from total revenue of $12.4 billion. Despite higher sales, the company issued a downbeat forecast for the current year, projecting full-year 2026 earnings between $4.00 billion and $4.75 billion.

DELL

Dell's record revenue, EPS, and AI backlog highlight its strong performance, yet its stock remains undervalued due to lagging margins amidst exploding AI server demand and rising ASPs. The article explores whether this gap is temporary and outlines the real risks, catalysts, and investor expectations for the next quarter.

DOW

U.S. stock futures rose on Wednesday, following Tuesday's advances, with major benchmark indices seeing an uptick.

DPZ

Domino's stock offers modest returns due to modest business growth, but its more attractive valuation compared to the past could enhance investor prospects.

DVLT

Wellgistics, a health IT leader, announces sponsorship of Dream Bowl 2026 and plans to distribute Dream Bowl 2026 Meme Coin to shareholders in December 2025.

DY

AI infrastructure stocks DY, MU, and SANM hit the Zacks Rank #1 (Strong Buy) on Nov. 26, 2025, indicating strong investor confidence in the sector's growth potential.

EFX

Equifax Canada reports a significant increase in missed credit payments as the holiday season approaches, with a 14% rise in the national 90+ non-mortgage balance delinquency rate to 1.63% in Q3.

EGO

Eldorado Gold Corporation announces an increase in Mineral Reserves, reflecting ongoing exploration efforts and commitment to unlocking long-term value.

EH

EHang Holdings Limited announces its third-quarter 2025 financial results, with sales and deliveries of eVTOL aircraft reaching 42 units, including 41 units of EH216 series and one unit of VT35, marking a slight decrease from previous quarters. The company maintains its full-year revenue guidance of RMB500 million and continues to make steady progress towards commercial operations in China and overseas.

EML

BioNTech announces approval of the exchange offer for CureVac shares at the extraordinary general meeting, with over 99% shareholder support.

ENB

Enbridge, a Canadian firm, has implications for foreign exchange and taxation affecting investors.

ET

Energy Transfer aims to complete multiple expansion projects in the coming year, with the MLP expected to secure further growth capital projects.

EVR

Merck will be a key participant at the 8th Annual Evercore ISI HealthCONx Conference, showcasing its commitment to advancing healthcare solutions and fostering industry collaboration.

F

Ford's CEO Jim Farley bets on electric vehicles, but the company's stock looks cheap and risky.

FCX

Bleichmar Fonti & Auld LLP files a class action lawsuit against Freeport-McMoRan Inc. and its executives for securities fraud following stock drops.

FEDU

Four Seasons Education (Cayman) Inc. will report its unaudited financial results for the first half of fiscal year 2026 on December 2, 2025, before U.S. markets open. The company will host an earnings conference call at 8:00 AM U.S. Eastern Time on the same day. Contact: Four Seasons Education (Cayman) Inc. SOURCE Four Seasons Education (Cayman) Inc.

FENC

Fennec Pharmaceuticals Inc. will join a fireside chat at the Piper Sandler 37th Annual Healthcare Conference on December 3, 2025, at 1:00 p.m. ET, with the event being webcast.

FFAI

Faraday Future expands EV strategy with asset-light, partnership-led production model.

FLNC

Fluence Energy's Q4 results fell short of expectations due to supply chain issues, but strong cash generation and a new all-time high in new orders were noted.

GNS

Berkshire Hathaway's investment in Alphabet signals a bold bet on AI leadership and future free cash flow growth, while SECURE Waste Infrastructure Corp. offers a mini-Waste Management model with high recurring cash flow and aggressive buybacks, and Copart boasts a unique landowner business, wide moat, pristine balance sheet, and strong growth prospects driven by its digital salvage auction platform.

GOOG

Investors are concerned that Nvidia's market dominance could be challenged by Alphabet's AI chips, despite the strong demand for AI stocks and the focus on AI chips in 2026.

GTLL

Campbell's stock plummets amid market turmoil, while Merck and Bristol Myers Squibb gear up for the Citi 2025 Global Healthcare Conference. Meanwhile, RWE and Apollo Global Management finalize a joint venture for German power grid upgrades.

HDL

Super Hi International Holding Ltd. reports unaudited Q3 2025 financial results, showcasing continued growth in its international Chinese cuisine restaurant operations.

HIMS

Hims & Hers (HIMS 1.83%) stock is being affected by regulatory changes in the weight loss treatment industry.

HPQ

US firm says plan to speed up product development and improve customer satisfaction would save $1bn a year A US firm has revealed plans to speed up product development and improve customer satisfaction, which it says would save $1bn a year. The company, which has not been named, said the changes would be implemented over the next 12 months. The firm said the changes would include a new approach to product development, which would involve working more closely with customers to understand their needs and expectations. The company also said it would invest in new technology to improve the speed and quality of its product development process. The changes are expected to result in

HUIZ

Huize Holding Limited, a prominent insurance tech platform in Asia, will convene its annual shareholder meeting on December 17, 2025, at The Gateway, Harbour City, Hong Kong.

IHD

Voya Emerging Markets High Dividend Equity Fund achieved an 8.45% total return on a net asset value basis and 8.50% on a market price basis, slightly below the MSCI Emerging Markets Index's 10.64%, with regional contributions from Africa & Middle East, Latin America, and Europe-Non-Euro, while Asia Ex-Japan underperformed.

IMKTA

Ingles Markets, Inc. (NASDAQ: IMKTA) reported a strong fourth quarter with net sales reaching $1.37 billion, reflecting the company's ongoing efforts to enhance customer experience amidst a challenging year.

IMUX

Immunic, Inc. CEO Daniel Vitt to join fireside chat at Evercore ISI Healthcare Conference in Coral Gables, FL, December 4, 2025.

INSP

Bleichmar Fonti & Auld LLP files a class action lawsuit against Inspire Medical Systems, Inc. and its executives for securities fraud following a stock drop.

INTC

ASML Holdings NV's quality score jumps to 90.18, bolstering its fundamental profile.

J

Jacobs and Arcadis win Logan and Gold Coast Faster Rail Project to boost SEQ rail network for 2032 Olympics.

JAMF

Bleichmar Fonti & Auld LLP investigates Jamf Holding Corp. for potential breaches of fiduciary duties in a take-private sale.

JHX

Class action lawsuit filed against James Hardie Industries plc and executives for securities fraud following stock drop. Investors advised to seek lead plaintiff status by December 23, 2025.

JILL

J.Jill Inc. to release Q3 2025 financial results before market open on December 10, 2025, with CEO Mary Ellen Coyne and CFO Mark Webb hosting a conference call at 8:00 a.m. Eastern Time.

JRVR

Zacks Rank #1 (Strong Buy) List Adds 5 Stocks Zacks Rank #1 (Strong Buy) List Adds 5 Stocks Zacks Investment Research November 26, 2025 Zacks Investment Research today announced that five stocks have been added to the Zacks Rank #1 (Strong Buy) list. The stocks are listed below: - West Texas A&M University (WTBA) - JRVR, Inc. (JRVR) - CMC Corporation (CMC) - Pennsylvania American Insurance Company (PAAS) - Advanced Energy Materials, Inc. (AEM) The Zacks Rank #1 (

JYD

Morris Kandinov, a top-tier national law firm, has successfully recovered millions of dollars for shareholders, earning recognition as a Top 25 Firm in the 2024 ISS Securities Class Action Services Report. Shareholders of Jayud Global Logistics Limited (NASDAQ: JYD) are advised to contact Leo at moka.law for further assistance.

KMX

CarMax, Inc. faces a class action lawsuit for alleged securities fraud, prompting investors to seek further details.

KO

Coca-Cola stock hits all-time highs, raising investor concerns despite strong fundamentals and potential for dividend growth.

KR

Kroger Co. (KR) earns a Buy rating due to strong fundamentals, growth initiatives, and long-term tailwinds, despite near-term headwinds and management changes. The company's robust free cash flow, cost-cutting measures, and significant private label sales bolster its resilience in a competitive grocery market. Risks include intensifying competition from discount grocers, ongoing legal disputes over the failed Albertsons acquisition, and leadership transitions in an uncertain macro environment.

KSS

In 2025, Kohl's emerged as a top meme stock, trading at a significant discount to its underlying asset value, distinguishing itself from other past meme stocks.

LGCXF

Lahontan Gold Corp. has received BLM approval for its first drill program at the West Santa Fe project, near its Nevada mine.

LI

Li Auto reports first quarterly net loss in three years amid falling sales and investor concerns.

LOVE

The Lovesac Company, a home and technology brand, will release its third quarter financial results before the market opens on December 11, 2025, and host a conference call at 8:30 a.m. Eastern Time to discuss the results.

LRN

Bleichmar Fonti & Auld LLP files class action lawsuit against Stride, Inc. and executives for securities fraud.

LULU

Lululemon Athletica Inc. (NASDAQ: LULU) will release Q3 2025 financial results on December 11, 2025, with a conference call at 4:30 p.m. Eastern time. Despite negative sentiment, shares are near a bottom, presenting a potential buying opportunity. The company aims to beat analyst estimates for EPS and revenue, focusing on revitalizing US sales, growing internationally (notably in China), and addressing product fatigue and tariffs.

M

Myriad Uranium Corp. has completed ground surveys over 86 lode claims in New Mexico, fulfilling earn-in requirements under an option agreement with First American Energy Fuels Ltd.

MAPS

Optimi Health Corp. has been chosen to supply MDMA capsules for MAPS Israel's Healing October 7th project, a clinical trial for PTSD, which has received approval from the Israeli Ministry of Health. The study will compare the safety and effectiveness of individual versus group MDMA-assisted therapy for PTSD in patients diagnosed with recent collective trauma.

MELI

MercadoLibre, a standout stock from the past decade, shows potential for continued growth in revenue and profits, making it an attractive investment opportunity.

META

Italy's antitrust watchdog broadens probe into Meta's AI on WhatsApp.

MGHL

Warby Parker Inc. will present at the Morgan Stanley Global Consumer & Retail Conference on December 2, 2025, with a webcast and online archive available.

MLTX

Bleichmar Fonti & Auld LLP files a lawsuit against MoonLake Immunotherapeutics and executives for potential federal securities law violations.

MP

MP Materials, a rare earth metal mine with Pentagon backing, partners with blue chip companies.

MRVL

Marvell Technology (NASDAQ:MRVL) shares have fallen nearly 31% this year, but the stock is trading at a compelling $78 per share.

MTX

Kenorland Minerals Ltd. announces the final stages of completion for the Mineral Resource Estimate of the Regnault gold deposit within the Frotet Project in northern Quebec.

MU

Micron (MU +0.27%) is accelerating its leadership in AI memory with breakthrough technologies for smart vehicles and high-performance data centers. Despite recent volatility, analysts project major upside as AI demand surges and Micron strengthens its position in next-generation infrastructure.

NA

Nano Labs launches the NBNB Program, a new initiative to develop a comprehensive RWA infrastructure and compliance ecosystem on BNB Chain, spanning asset classes such as equities, bonds, new energy, and real estate, aiming to build a next-generation financial system that seamlessly connects the real economy with the on-chain world.

NE

Silexion Therapeutics Corp. will present at NobleCon21, an annual Emerging Growth Equity Conference.

NIQ

NielsenIQ's APAC Consumer Outlook Guide to 2026 predicts cautious spending among consumers in Asia Pacific, despite improved confidence, as they adjust to price changes and are not yet ready to spend more freely.

NPV

DPM Metals Inc. announces a positive feasibility study for the Čoka Rakita project in Serbia, indicating strong economic potential for an underground mining operation with high margins and a favorable rate of return, assuming a gold price of $1,900 per ounce.

NTNX

Nutanix, Inc. (NTNX) held its Q1 2026 earnings call on November 25, 2025, with key participants including Vice President of Investor Relations Richard Valera, President & CEO Rajiv Ramaswami, and CFO Rukmini Sivaraman. The call featured research analysts from RBC Capital Markets, Piper Sandler & Co., Goldman Sachs Group, Inc., BofA Securities, Northland Capital Markets, William Blair & Company L.L.C., Needham & Company, LLC, Cleveland Research Company LLC, Oppenheimer & Co. Inc., and Benjamin Bollin. The presentation was conducted

NUVL

Nuvalent, Inc. announces James Porter, Ph.D. as a new member of their team.

NVCR

Novocure's Executive Chairman, William Doyle, will participate in the 37th Annual Piper Sandler Healthcare Conference in New York on December 2, 2025, with a fireside chat and investor meetings.

NVDA

Nvidia Corp (NASDAQ:NVDA) addressed concerns about "vendor financing" in a memo to analysts, emphasizing its commitment to ethical financing practices amidst the AI chip boom.

O

Realty Income (NYSE:O) shares fell 6.09% over the past month, reversing a 0.43% gain from the previous month.

ODD

Oddity, a high-growth beauty brand, combines profitability and a data-driven advantage, differentiating it from traditional brands. Leveraging machine learning and direct-to-consumer models, it fuels rapid revenue growth, high margins, and successful brand launches like IL MAKIAGE, SpoiledChild, and METHODIQ. After a 50% pullback, ODD trades at an attractive valuation. If growth continues, the risk-reward profile is favorable, and the stock is considered a 'Buy'.

OKLO

NuScale Power is developing small modular reactors with an NRC-approved system, while Oklo is exploring recycled fuel for nuclear reactors without a formal design approval.

OMSE

Renesas Electronics Inc. (TSE: 6501) announced today that it has expanded its product portfolio with the introduction of self-developed certified components, creating new revenue opportunities throughout the Asia Pacific region. Renesas, a leading semiconductor company, has developed a range of certified components that meet industry standards and regulations, ensuring high-quality performance and reliability. This expansion of the product portfolio is expected to drive growth and increase market share in the Asia Pacific region, where Renesas has a strong presence and a history of success. The introduction of these certified components demonstrates Renesas' commitment to innovation and its ability to adapt to changing market demands. The

ONC

BeOne Medicines Ltd. announces FDA's Priority Review for sonrotoclax, a next-gen BCL2 inhibitor, for treating relapsed/refractory mantle cell lymphoma after BTK inhibitor treatment.

OTIS

Otis Worldwide Corp and Build-A-Bear Workshop present compelling long-term dividend growth prospects, with Otis showcasing strong fundamentals, raised EPS guidance, and aggressive share buybacks, while BBW demonstrates robust earnings growth, a debt-free balance sheet, and strategic expansion.

OWL

Blue Owl Capital Inc. (OWL) is rated a strong buy, backed by a record $57B TTM fundraising and significant exposure to AI digital infrastructure growth. The company recently led landmark hyperscaler financings, including $30B Meta Hyperion, $20B Oracle Stargate, and $15B Oracle Abilene, within a $100B pipeline. Despite a 12-month underperformance, the stock's 6.4% dividend yield and 15x forward earnings make it an attractive investment.

PAAS

The World Trade Association (WTBA), Pennsylvania Association of Small Businesses (PAAS) and Quad Enterprises (QUAD) have been assigned the Zacks Rank #1 (Strong Buy) on the income stocks list, as of November 26, 2025. This ranking signifies that these companies are expected to outperform the market and deliver strong returns to investors. The Zacks Rank is a widely recognized and respected stock rating system that uses a proprietary quantitative model to rank stocks based on their earnings outlook. The Zacks Rank #1 (Strong Buy) is the highest possible rating, indicating that the stock has a strong potential for growth and profitability

PETS

Pets at Home PLC (LSE:PETS) interims show mixed results, with analysts divided on the impact, but the share price rose following a profit warning avoidance.

PFE

Pfizer aims to enter the billion-dollar weight loss drug market, challenging Novo Nordisk's dominance, which has been eroded by Eli Lilly's advancements.

PLTR

Michael Burry, known for "The Big Short," criticizes Nvidia's private memo, owns bearish put options on Nvidia and Palantir, and suggests a potential AI bubble.

PMI

Picard Medical, Inc. will present in vitro data on the fully implantable Emperor Total Artificial Heart at the 31st Annual Meeting of the International Society for Mechanical Circulatory Support in Vienna, Austria, from December 1st through 4th, 2025.

PRM

Perimeter Solutions, a global fire protection leader, reports a Q3 surge in profits and a 100% year-to-date stock increase, driven by a major U.S. Forest Service contract, international growth, and a strong M&A strategy. Risks include seasonality, customer concentration, and reliance on extreme wildfire activity, but the company is actively working to reduce volatility.

QMCO

D-Wave's quantum tech tackles real issues, but its high price tag raises concerns. Meanwhile, Nvidia and Microsoft are integrating AI with quantum advancements, with Nvidia's GPUs and Microsoft's quantum chips leading the charge.

RGEN

Repligen Corporation will participate in the 8th Annual Evercore Healthcare Conference in Coral Gables, Florida, December 2-4, with CFO Jason Garland leading an analyst discussion on December 3rd.

RIVN

Rivian to unveil new self-driving features next month, shares trade at a deep discount to Tesla.

RKWBF

Rockwool A/S announces transactions in connection with a share buy-back programme, as detailed in release no. 67 for the year 2025.

RTX

December heralds a 75% chance of S&P 500 gains, making it the most wonderful time of the year for investors.

SCLX

Scilex Holding Company has completed the second tranche of its strategic investment in Datavault AI, acquiring approximately 1,237.6 Bitcoin, following approval by Datavault AI's stockholders at their annual meeting.

SHEL

UBS cuts Shell PLC's rating from 'buy' to 'neutral', reducing its price target to 3,000p a share, citing a 12% rise this year and a perceived loss of value.

SIRI

Sirius XM's stock has plummeted by 68% in three years, despite maintaining a profitable and cash-flowing subscriber base.

SMR

NuScale Power, once outperforming the S&P 500, now trails it over one and three-year periods, with modest gains since its debut. Potential for future growth exists due to rising clean energy demand and the company's asset-light approach.

SNPS

Synopsys, Inc. (NASDAQ: SNPS) is well-positioned for growth, leveraging AI-powered EDA and the Ansys acquisition to drive innovation in chip design and verification. SNPS's strong financial performance, consistent revenue growth, and robust earnings outlook support a bullish stance, with explosive growth projected into 2026. Relative to peers, SNPS boasts superior profitability and is undervalued based on its P/S ratio, with forward revenue growth expected to accelerate. A class action lawsuit has been filed against Synopsys, Inc. (NASDAQ: SNPS) and certain of the Company's senior executives for securities fraud after a

SNT

Senstar Technologies Corporation (SNT) held its Q3 2025 earnings call on November 25, 2025, with CEO Fabien Haubert and CFO Alicia Kelly presenting the results.

SPRC

SciSparc acquires Xylo's innovative medical imaging patents and trademarks.

STRW

Moishe Gubin, Chairman & CEO of Strawberry Fields REIT, will present at NobleCon21, an Emerging Growth Equity Conference, on December 3rd in Boca Raton, FL.

SWVL

Swvl Holdings Corp and Bank AlJazira in Saudi Arabia celebrate surpassing 100,000 bookings since 2025, marking a significant milestone in their collaboration to revolutionize daily commuting with tech-enabled, sustainable, and efficient transport solutions.

TC

Token Cat Limited appoints Sav Persico as COO, leveraging his extensive crypto and blockchain expertise.

TGT

Target's vast presence in omnichannel retailing, coupled with a falling stock price and rising annual dividends, has resulted in substantial payouts.

TNGX

Dr. Adam Crystal, President of Research & Development at Tango Therapeutics, will join the Piper Sandler 37th Annual Healthcare Conference for a fireside chat on December 3rd.

TSLA

Bitget launches Stock Futures Rush – Phase 7, offering a chance to win $8,000 in TSLA tokens, while Tesla doubles its robotaxi fleet in Austin, Texas.

TTD

Trade Desk (TTD) stock has seen a notable decline in 2025, presenting an opportunity for investors seeking positive market developments.

TZOO

Travelzoo® unveils exclusive UK Club Offers, featuring £99 for two nights at 15 selected inns, including Upham Inns, known for its charming pubs and village ambiance.

UBER

Uber activates fully driverless rides in Abu Dhabi, marking the UAE as the first city in the region to offer a completely driverless robotaxi service.

UBS

TIC Solutions' senior leadership will attend the UBS Global Industrials & Transportation Conference in Palm Beach, FL, on December 2, 2025.

UL

UBS downgrades Unilever's Magnum Ice Cream Company, setting a 12-month price target of 4,120p.

UNTC

Sterling Metals Corp. announces the successful closure of a non-brokered private placement, issuing 5,244,517 units at $1.50 each and 2,666,662 charity flow-through units at $2.30 each, raising $14,000,098.10 in aggregate gross proceeds. CEO Mathew Wilson expresses gratitude to all participants.

USAR

USA Rare Earth, Inc. has been added to the Russell 2000 Index, with expectations of effectiveness on December 22, 2025, offering a domestic solution for critical rare-earth materials and magnets.

VAC

Despite a nearly 40% drop, Marriott Vacations Worldwide Corporation's fundamentals remain resilient, with its hybrid business model, strong loyalty base, and focus on luxury travel providing insulation against inflation and supporting stable demand. The stock is now severely undervalued, with both P/E and dividend models indicating significant upside; technicals suggest overselling and new buying opportunities.

WLY

Wiley, a global leader in scientific content and research, will release its second quarter 2026 results on December 4, 2025, before the market opens, with a conference call scheduled for 10am ET.

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