Avnet, Inc. (AVT) Presents at 53rd Annual Nasdaq Investor Conference Transcript — Neutral
AVT Seeking Alpha — December 09, 2025Avnet, 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, 2025XYZ's 28.1% YTD slide spotlights rising fintech competition even as Square and Cash App push ahead with new tools and global expansion.
MRVL Declines 14% in a Year: Should You Buy, Sell or Hold the Stock? — Positive
MRVL Zacks Investment Research — December 09, 2025Marvell Technology surges in AI data-center momentum, tapping new tech, acquisitions and partnerships to fuel growth despite a tough year for its shares.
Here's Why You Should Consider Investing in Kennametal Stock — Positive
KMT Zacks Investment Research — December 09, 2025KMT gains momentum as strong end markets, product innovation and active capital returns lift its growth outlook.
Agios Awaits Pyrukynd Decision in Thalassemia as FDA Misses Due Date — Negative
AGIO Zacks Investment Research — December 09, 2025AGIO faces uncertainty as the FDA misses its Dec. 7 deadline related to the sNDA for Pyrukynd in thalassemia and offers no new timeline.
Why Nvidia's stock is now shrugging off Trump's approval of chip sales to China — Positive
NVDA Market Watch — December 09, 2025Some analysts see ample opportunity now that the U.S. plans to allow chip sales to China again, but others worry about further geopolitical roadblocks.
Sigma Lithium: Fear Created Deep Value In A Low-Cost Producer — Positive
SGML Seeking Alpha — December 09, 2025Sigma 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.
Homebuilding Stock Heads for 5th Post-Earnings Loss — Negative
TOL Schaeffers Research — December 09, 2025Homebuilding stock Toll Brothers Inc (NYSE:TOL) was last seen down 1.6% at $134.00, after mixed fiscal fourth-quarter results.
Hollywood-hungry Gulf states bankroll Paramount's Warner Bros bid — Neutral
PSKY WBD Reuters — December 09, 2025Paramount 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.
Is OKLO's $1.5B ATM Program Fueling a Major Nuclear Buildout? — Positive
OKLO Zacks Investment Research — December 09, 2025OKLO's new $1.5B ATM program adds major financing flexibility as the company accelerates reactor deployment, fuel recycling, and isotope production.
Is Tempus AI Stock a Buy Now or a Hold After a Big 2025 Run? — Positive
TEM Zacks Investment Research — December 09, 2025Tempus AI rallies in 2025, but a Hold rank and mixed style scores argue for patience until pricing, FDA, and MRD milestones firm up.
Microsoft to invest $17.5B in India by 2029 as AI race accelerates — Positive
MSFT TechCrunch — December 09, 2025Microsoft 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.
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.
AeroVironment Stock Jumps on $874 Million U.S Army Deal — Positive
AVAV Schaeffers Research — December 09, 2025Shares 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.
PepsiCo, Inc. (PEP) Shareholder/Analyst Call Transcript — Neutral
PEP Seeking Alpha — December 09, 2025PepsiCo, Inc. (PEP) Shareholder/Analyst Call Transcript
Digi Power X Inc. (DGX:CA) Presents at IAccess Alpha Virtual Best Ideas Winter Investment Conference 2025 Transcript — Neutral
DGX DGXX Seeking Alpha — December 09, 2025Digi Power X Inc. (DGX:CA) Presents at IAccess Alpha Virtual Best Ideas Winter Investment Conference 2025 Transcript
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.
Kroger Named to Computerworld 2026 List of Best Places to Work in IT — Neutral
KR PRNewsWire — December 09, 2025CINCINNATI , 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.
John Deere CFO responds to Trump's claim on costly farm gear, says tech is key to cheaper farming — Neutral
DE Fox Business — December 09, 2025As Trump unveils a farm aid package and promises deregulation, one John Deere executive says cutting-edge technology is key to reducing farmer costs nationwide.