LTM flew nearly 7.4 million passengers in November 2025, with traffic up 3.6% year over year, along with a load factor of 85.4%.

AutoZone (AZO) remains a defensive, all-weather compounder, now retracing after missing Q1 2026 revenue and EPS estimates. Despite modest 2.4% growth and slower buybacks, AZO's international comps and cash generation remain strong, with $1.7B in repurchase authorization. Inflationary pressures and higher input costs reduced gross margin by 200 bps, while operating expenses rose to 34% of sales.

Figma is upgraded to a "Buy" rating after the valuation reset. FIG demonstrates strong fundamentals with 38% YoY revenue growth, 131% net dollar retention, and robust AI integration driving customer engagement. Consensus estimates appear too conservative; I expect FIG to deliver higher growth and margins, positioning it as a long-term AI winner in software.

Layoffs have hit American workers hard in 2025, particularly in the government and tech sectors. Already this year, well over a million jobs have been lost due to layoffs—and unfortunately, it doesn't look like a cessation of job cuts is on the horizon.

e.l.f. Beauty's Rhode acquisition drives record sales momentum, fueling major FY26 growth with soaring demand and expanding global reach.

Up to 40% Off and $500 Instant Savings, 50% Off Deposits, Plus Free Third and Fourth Guests From December 9, 2025 - February 16, 2026 FORT LAUDERDALE, Fla. , Dec. 9, 2025 /PRNewswire/ -- Princess Cruises begins the 2026 Wave Season with the introduction of its annual "Come Aboard Sale," presenting some of the year's best savings for travelers planning their next unforgettable vacation at sea.

BOSTON--(BUSINESS WIRE)--Eastern Bank has been named by the U.S. Small Business Administration (SBA) as the top lender to small businesses for SBA 7(a) loans in Massachusetts for the 17th consecutive year. “Eastern is proud to once again be recognized by the Small Business Administration as the top SBA lender in Massachusetts. This achievement reflects our deep commitment to helping local business owners access the resources they need to grow and thrive,” said Quincy Miller, Vice Chair, Preside.

WidePoint Corporation (WYY) Presents at IAccess Alpha Virtual Best Ideas Winter Investment Conference 2025 Transcript

Core & Main, Inc. (CNM) Q3 2026 Earnings Call Transcript

Kodiak Copper Corp. (KDK:CA) Discusses Maiden Mineral Resource Estimate and Development Outlook for MPD Project Transcript

G-III Apparel hikes its FY26 outlook after reporting an earnings beat in Q3, even as sales slip y/y and tariff pressures weigh on margins.

The Investment Committee share their top stocks to watch for the second half.

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Butterfly Network, Inc. (BFLY) is rated 'Hold' as recent upside from the Midjourney licensing deal appears fully priced in. BFLY's high valuation is at odds with ongoing unprofitability, significant inventory write-downs, and slower revenue growth versus peers. Core upside hinges on successful adoption of Compass AI and POCUS stack to drive recurring, higher-margin revenue.

ADBE's Q4 results may receive a lift from strong AI-driven demand across Creative Cloud Pro and Acrobat offerings.

Okeanis Eco Tankers Corp. (ECO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

The Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF), is recommended as a short-term bullish trading tool amid rising long bond futures. Fed rate cuts, stable inflation, and a likely Fed leadership change in 2026 could catalyze a bond rally toward the 127.22 resistance. Persistent U.S. debt, credit downgrades, and reduced global demand pose risks to long-term rate declines and bond upside.

Vestis (VSTS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Zumiez (ZUMZ) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Knot Offshore (KNOP) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.