Avnet, Inc. (AVT) Presents at 53rd Annual Nasdaq Investor Conference Transcript

image for news Avnet, Inc. (AVT) Presents at 53rd Annual Nasdaq Investor Conference Transcript

Block Dips 28.1% YTD: Should Investors Buy, Hold or Fold the Stock? — Neutral

XYZ   Zacks Investment Research — December 09, 2025

XYZ's 28.1% YTD slide spotlights rising fintech competition even as Square and Cash App push ahead with new tools and global expansion.

image for news Block Dips 28.1% YTD: Should Investors Buy, Hold or Fold the Stock?

MRVL Declines 14% in a Year: Should You Buy, Sell or Hold the Stock? — Positive

MRVL   Zacks Investment Research — December 09, 2025

Marvell Technology surges in AI data-center momentum, tapping new tech, acquisitions and partnerships to fuel growth despite a tough year for its shares.

image for news MRVL Declines 14% in a Year: Should You Buy, Sell or Hold the Stock?

Here's Why You Should Consider Investing in Kennametal Stock — Positive

KMT   Zacks Investment Research — December 09, 2025

KMT gains momentum as strong end markets, product innovation and active capital returns lift its growth outlook.

image for news Here's Why You Should Consider Investing in Kennametal Stock

Agios Awaits Pyrukynd Decision in Thalassemia as FDA Misses Due Date — Negative

AGIO   Zacks Investment Research — December 09, 2025

AGIO faces uncertainty as the FDA misses its Dec. 7 deadline related to the sNDA for Pyrukynd in thalassemia and offers no new timeline.

image for news Agios Awaits Pyrukynd Decision in Thalassemia as FDA Misses Due Date

Some analysts see ample opportunity now that the U.S. plans to allow chip sales to China again, but others worry about further geopolitical roadblocks.

image for news Why Nvidia's stock is now shrugging off Trump's approval of chip sales to China

Sigma Lithium: Fear Created Deep Value In A Low-Cost Producer — Positive

SGML   Seeking Alpha — December 09, 2025

Sigma Lithium (SGML) is positioned for a turnaround as lithium market fundamentals improve, with spodumene prices up 38% YTD and supply discipline returning. SGML's fragile liquidity, negative cash flow, and past operational missteps have driven underperformance, but upcoming BNDES funding and production ramp-up could resolve balance sheet risks. SGML is undervalued versus peers.

image for news Sigma Lithium: Fear Created Deep Value In A Low-Cost Producer

Homebuilding Stock Heads for 5th Post-Earnings Loss — Negative

TOL   Schaeffers Research — December 09, 2025

Homebuilding stock Toll Brothers Inc (NYSE:TOL) was last seen down 1.6% at $134.00, after mixed fiscal fourth-quarter results.

image for news Homebuilding Stock Heads for 5th Post-Earnings Loss

Hollywood-hungry Gulf states bankroll Paramount's Warner Bros bid — Neutral

PSKY  WBD   Reuters — December 09, 2025

Paramount Skydance's addition of three Gulf sovereign wealth funds to the cast of its $108 billion hostile bid for Warner Bros Discovery marks a relatively rare alliance among the states as they build their own entertainment industries.

image for news Hollywood-hungry Gulf states bankroll Paramount's Warner Bros bid

Is OKLO's $1.5B ATM Program Fueling a Major Nuclear Buildout? — Positive

OKLO   Zacks Investment Research — December 09, 2025

OKLO's new $1.5B ATM program adds major financing flexibility as the company accelerates reactor deployment, fuel recycling, and isotope production.

image for news Is OKLO's $1.5B ATM Program Fueling a Major Nuclear Buildout?

5 Stocks With High ROE to Buy as Markets Await Fed Rate Cut Decision — Positive

AIZ  HST  PPC  TEL  ZTO   Zacks Investment Research — December 09, 2025

TEL, ZTO, PPC, AIZ, and HST show strong ROE and cash flow, making them top picks as markets eye a possible Fed rate cut.

image for news 5 Stocks With High ROE to Buy as Markets Await Fed Rate Cut Decision

Is Tempus AI Stock a Buy Now or a Hold After a Big 2025 Run? — Positive

TEM   Zacks Investment Research — December 09, 2025

Tempus AI rallies in 2025, but a Hold rank and mixed style scores argue for patience until pricing, FDA, and MRD milestones firm up.

image for news Is Tempus AI Stock a Buy Now or a Hold After a Big 2025 Run?

Microsoft to invest $17.5B in India by 2029 as AI race accelerates — Positive

MSFT   TechCrunch — December 09, 2025

Microsoft plans to invest $17.5 billion in India over the next four years, expanding its AI and cloud footprint in the South Asian nation, whose vast online and smartphone user base is turning it into a critical battleground for global tech companies.

image for news Microsoft to invest $17.5B in India by 2029 as AI race accelerates

Is UnitedHealth Stock Winning? — Positive

UNH   Forbes — December 09, 2025

UnitedHealth's stock has generally underperformed compared to some rivals over the last year, but how does it stand against competitors in the ever-changing healthcare landscape? An in-depth analysis shows strong profitability, consistent revenue growth, and reasonable valuation support.

image for news Is UnitedHealth Stock Winning?

AeroVironment Stock Jumps on $874 Million U.S Army Deal — Positive

AVAV   Schaeffers Research — December 09, 2025

Shares of AeroVironment Inc. (NASDAQ:AVAV) are up 1.8% to trade at $287.61 at last check, after the defense company secured a $874.26 million contract with the U.S. army for its unmanned aerial systems (UAS) and counter-UAS systems.

image for news AeroVironment Stock Jumps on $874 Million U.S Army Deal

PepsiCo, Inc. (PEP) Shareholder/Analyst Call Transcript — Neutral

PEP   Seeking Alpha — December 09, 2025

PepsiCo, Inc. (PEP) Shareholder/Analyst Call Transcript

image for news PepsiCo, Inc. (PEP) Shareholder/Analyst Call Transcript

Digi Power X Inc. (DGX:CA) Presents at IAccess Alpha Virtual Best Ideas Winter Investment Conference 2025 Transcript

image for news Digi Power X Inc. (DGX:CA) Presents at IAccess Alpha Virtual Best Ideas Winter Investment Conference 2025 Transcript

UBS stays bullish on European banks — Positive

BCS   Proactive Investors — December 09, 2025

UBS has reiterated its positive stance on the sector going into 2026 and kept Barclays PLC (LSE:BARC) on its list of top buy-rated names, arguing that the backdrop for banks remains supportive and that the market is still underestimating the potential uplift from artificial intelligence. The broker said 2025 had been “strong” for European banks, with earnings upgraded 10%, dividends and buybacks lifting the yield to 9% and valuations re-rating by more than two price-to-earnings points.

image for news UBS stays bullish on European banks

Kroger Named to Computerworld 2026 List of Best Places to Work in IT — Neutral

KR   PRNewsWire — December 09, 2025

CINCINNATI , Dec. 9, 2025 /PRNewswire/ -- The Kroger Co. (NYSE: KR), today announced it has been named to Foundry's Computerworld 2026 Best Places to Work in IT. This year's recognition marks the eighth consecutive year Kroger's associates have been recognized by Computerworld for their innovative and industry-leading workplace culture.

image for news Kroger Named to Computerworld 2026 List of Best Places to Work in IT

As Trump unveils a farm aid package and promises deregulation, one John Deere executive says cutting-edge technology is key to reducing farmer costs nationwide.

image for news John Deere CFO responds to Trump's claim on costly farm gear, says tech is key to cheaper farming