Kohl's Turnaround Plan Includes More Bling, Broader Sizing—and a New CEO — Positive

KSS   Investopedia — November 24, 2025

Kohl's new CEO is on a charm offensive, pursuing shoppers with private labels and jewelry.

image for news Kohl's Turnaround Plan Includes More Bling, Broader Sizing—and a New CEO

Shares of auto retailer Carvana (CVNA) jumped Monday after Wedbush upgraded the stock, calling the company the “new used car king.”

image for news Is Carvana the 'New Used Car King?' These Analysts Think So, and the Stock Is Rising.

The U.S. Federal Energy Regulatory Commission, or FERC, said on Monday it has granted a five-year extension to complete construction of Sempra's Cameron LNG export facility in Louisiana and place it into service.

image for news FERC grants five-year extension to Sempra's Cameron LNG project in Louisiana

Amazon announces $50B AI and supercomputing investment for US government agencies — Positive

AMZN   Proactive Investors — November 24, 2025

Amazon.com Inc (NASDAQ:AMZN) said on Monday that it plans to invest up to $50 billion to build and deploy the first-ever AI and high-performance computing (HPC) infrastructure specifically for US government agencies. The initiative, expected to begin in 2026, aims to expand computing capacity across Amazon Web Services (AWS) Top Secret, AWS Secret, and AWS GovCloud regions through new data centers equipped with advanced computing and networking technologies.

image for news Amazon announces $50B AI and supercomputing investment for US government agencies

MP vs. USAR: Which Rare-Earth Play Looks Stronger Right Now? — Positive

MP  USAR   Zacks Investment Research — November 24, 2025

MP's expanding production, DoW-backed deals and a clearer path to profitability make it stand out in the rare earth race against USAR.

image for news MP vs. USAR: Which Rare-Earth Play Looks Stronger Right Now?

Kohl's Picks Walmart Vet Michael Bender For CEO Job — Positive

KSS   PYMNTS — November 24, 2025

Kohl's interim CEO Michael Bender is now officially the retailer's CEO. The company announced the change Monday (Nov. 24), nearly seven months after picking Bender to fill-in after the company fired former CEO Ashley Buchanan.

image for news Kohl's Picks Walmart Vet Michael Bender For CEO Job

Energy Transfer Seizes Data Center Growth Opportunities — Positive

AMLP  ENFR   ETF Trends — November 24, 2025

In a fast-evolving energy landscape, Energy Transfer (ET) is capitalizing on burgeoning demand from U.S. data centers. The midstream company is leveraging its extensive pipeline network to secure new contracts and sustain robust project returns.

image for news Energy Transfer Seizes Data Center Growth Opportunities

The Big 3: DIS, CRM, BE — Neutral

BE  CRM  DIS   Schwab Network — November 24, 2025

Jason Brown (@brownreport) urges investors to look for opportunities outside the tech trade, highlighting some he sees on today's Big 3. He explains how traders can hedge Walt Disney (DIS) in a potential downslide to $70, an upcoming earnings catalyst in Salesforce (CRM), and Bloom Energy's (BE) play on A.I.

image for news The Big 3: DIS, CRM, BE

Willdan Strengthens Infrastructure Advisory With Compass Deal — Positive

WLDN   Zacks Investment Research — November 24, 2025

WLDN expands its advisory reach with the Compass acquisition, widening regional markets and bolstering high-demand service capabilities.

image for news Willdan Strengthens Infrastructure Advisory With Compass Deal

5 Financial Transaction Stocks to Watch Despite Rising Tech Costs — Positive

FISV  GPN  MA  PYPL  V   Zacks Investment Research — November 24, 2025

Rising technology expenses may strain margins, but M&A activities, cross-border volume growth and enhanced digital payment solutions suite offer strong tailwinds for the Financial Transaction Services space. Companies like V, MA, PYPL, FISV and GPN are likely to navigate industry challenges.

image for news 5 Financial Transaction Stocks to Watch Despite Rising Tech Costs

PHOENIX--(BUSINESS WIRE)---- $WAL #BankingLeadership--Western Alliance Bancorporation (NYSE:WAL) today announced that Kenneth A. Vecchione, President and Chief Executive Officer, and Dale M. Gibbons, Vice Chairman and Chief Financial Officer, were honored as #2 Best CEO and Best CFO, respectively, in Extel's 2025 All-America Executive Team rankings for Banks – Mid-Cap. The Western Alliance Bancorporation Board of Directors was similarly recognized for its exceptional leadership as #2 Best Company Board. Miles Pondelik, Di.

image for news Western Alliance Bancorporation Honored Among Extel's 2025 All-America Executive Team

Nexstar and Sinclair's stocks fell after President Trump went against his FCC head, saying that removing a cap on TV-station ownership would hurt Republicans.

image for news Trump pours cold water on proposed FCC rule change that would allow Nexstar and Sinclair acquisitions

Besides the ongoing artificial intelligence boom in the technology sector, investor focus is also shifting to quantum computing.

image for news These 2 stocks are approaching quantum computing breakthroughs; Time to buy?

WeRide Inc. (WRD) Q3 2025 Earnings Call Transcript — Neutral

WRD   Seeking Alpha — November 24, 2025

WeRide Inc. ( WRD ) Q3 2025 Earnings Call November 24, 2025 8:00 AM EST Company Participants Xu Han - Founder, Chairman & CEO Xuan Li - CFO & Head of International Conference Call Participants Tim Hsiao - Morgan Stanley, Research Division Alex Yao - JPMorgan Chase & Co, Research Division Ming-Hsun Lee - BofA Securities, Research Division Liping Zhao - China International Capital Corporation Limited, Research Division Paul Gong - UBS Investment Bank, Research Division Presentation Operator Good morning, and good evening, ladies and gentlemen. Thank you for standing by.

image for news WeRide Inc. (WRD) Q3 2025 Earnings Call Transcript

As ANET Stock Drops, How Bad Can Things Get? — Negative

ANET   Forbes — November 24, 2025

Arista Networks (ANET) shares have decreased by 23.1% over the course of 21 trading days. This recent decline is due to concerns over weaker-than-expected margin guidance for Q4 2025 and skepticism about the pace of AI-driven revenue growth.

image for news As ANET Stock Drops, How Bad Can Things Get?

Why Lam Research Stock Is Surging? — Positive

LRCX   Forbes — November 24, 2025

Lam Research (LRCX)'s stock almost doubled this year, driven by strong growth in semiconductor equipment demand tied to AI chip production, and advanced semiconductor technologies.

image for news Why Lam Research Stock Is Surging?

Vulcan Materials' strong public construction, improving private demand, and potential residential recovery support healthy revenue growth into 2026. Firm pricing, falling unit costs, and early-stage operational initiatives position margins for continued expansion. VMC shares trade below historical valuations despite improving fundamentals, offering an attractive medium-term entry point.

image for news Vulcan Materials: 2026 Looks Attractive With Clear Growth Visibility And Margin Upside

Atlas Engineered Products Ltd. (AEP:CA) Q3 2025 Earnings Call Transcript — Neutral

AEP  APEUF   Seeking Alpha — November 24, 2025

Atlas Engineered Products Ltd. ( AEP:CA ) Q3 2025 Earnings Call November 24, 2025 11:00 AM EST Company Participants Mohammad Abassi - Founder, CEO, President & Director Melissa MacRae - Chief Financial Officer Conference Call Participants Jake Bouma Andrew Semple - Ventum Financial Corp., Research Division Russell Stanley - Beacon Securities Limited, Research Division Frederic Tremblay - Desjardins Securities Inc., Research Division Presentation Jake Bouma [Audio Gap] My name is Jake Bouma, an IR consultant for AEP and moderator for this call.

image for news Atlas Engineered Products Ltd. (AEP:CA) Q3 2025 Earnings Call Transcript

RADNOR, Pa. , Nov. 24, 2025 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed against James Hardie Industries plc ("James Hardie") (NYSE: JHX) on behalf of those who purchased or otherwise acquired James Hardie common stock between May 20, 2025, and August 18, 2025, inclusive (the "Class Period").

image for news James Hardie Industries plc (JHX) Investors: December 23, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP

PGR's Net Margin Shows Improvement: Can it Retain the Momentum? — Positive

PGR   Zacks Investment Research — November 24, 2025

Progressive's net margin gains, tech-driven underwriting and planned rate hikes raise the question of whether momentum can continue.

image for news PGR's Net Margin Shows Improvement: Can it Retain the Momentum?