Dan Niles, Niles Investment Management, joins 'Power Lunch' to discuss Niles thesis on the AI landscape, Nvidia's charm offensive and much more.

image for news Nvidia obviously currying favor to be able to sell chips in China, says Niles Investment's Dan Niles

Datadog signs new Strategic Collaboration Agreement with AWS, building on 10+ years of joint innovation and outcomes for customers Las Vegas, Nevada--(Newsfile Corp. - December 3, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today at AWS re:Invent announced a new strategic collaboration agreement (SCA) with Amazon Web Services (AWS) and showcased multiple product launches across AI, observability and security to help organizations running on AWS to monitor, optimize and secure their cloud environments. "These launches further extend Datadog's ability to deliver AI-powered observability and security at scale.

image for news Datadog Announces Expanded Collaboration Agreement, Highlights New Capabilities with AWS Across AI, Observability and Security at AWS re:Invent

There's a proxy vote to change the fund, and the calls will keep coming until the matter is settled.

image for news Why has Invesco's QQQ called me two dozen times in the past few weeks? Is it a scam?

Amazon.com Inc (NASDAQ:AMZN) used its annual re:Invent conference in Las Vegas to outline a series of AI-focused updates, including new Trainium chips, expanded Nvidia integration, autonomous agents, and a new on-premises “AI Factories” model. The event, which drew roughly 60,000 attendees, offered incremental product progress rather than a headline-making partnership, according to Bank of America analysts.

image for news Amazon showcases AI chip upgrades, agent tools at re:Invent conference, keeping Bank of America bullish

National Bank of Canada (NA:CA) Q4 2025 Earnings Call Transcript — Neutral

NA  NTIOF   Seeking Alpha — December 03, 2025

National Bank of Canada (NA:CA) Q4 2025 Earnings Call Transcript

image for news National Bank of Canada (NA:CA) Q4 2025 Earnings Call Transcript

Incyte Corporation (INCY) Presents at Evercore 8th Annual Healthcare Conference Transcript

image for news Incyte Corporation (INCY) Presents at Evercore 8th Annual Healthcare Conference Transcript

Gilead Sciences, Inc. (GILD) Presents at Evercore 8th Annual Healthcare Conference Transcript

image for news Gilead Sciences, Inc. (GILD) Presents at Evercore 8th Annual Healthcare Conference Transcript

Wall Street Punished CrowdStrike for Beating Earnings? Seriously? — Neutral

CRWD   MarketBeat — December 03, 2025

CrowdStrike Holdings Inc. (NASDAQ: CRWD) reported solid third-quarter earnings that were slightly above expectations on the top and bottom lines. The report also included a record level of annual recurring revenue (ARR).

image for news Wall Street Punished CrowdStrike for Beating Earnings? Seriously?

Salesforce set for in-line quarter as investors watch AI traction — Neutral

CRM   Proactive Investors — December 03, 2025

Salesforce Inc (NYSE:CRM, XETRA:FOO) is expected to report third-quarter results broadly in line with Wall Street estimates, according to Jefferies, whose partner survey showed steady demand but limited near-term catalysts ahead of the company's analyst day. Jefferies' 20-partner survey was “neutral to positive,” with 70% of respondents above or at plan for the quarter ending in October.

image for news Salesforce set for in-line quarter as investors watch AI traction

Hagens Berman Urges PRMB Investors to Contact the Firm SAN FRANCISCO , Dec. 3, 2025 /PRNewswire/ -- Investor rights law firm Hagens Berman reminds investors of the January 12, 2026, deadline to move the Court for appointment as lead plaintiff in the securities fraud class action lawsuit filed against Primo Brands Corporation (NYSE: PRMB) and its predecessor, Primo Water Corporation (PRMW). The lawsuit alleges that the company misled investors by claiming the integration of its merger was "flawless" when, in reality, it was botched, leading to massive customer service failures and a devastating stock drop.

image for news Primo Brands (PRMB) Faces Securities Class Action Following Revelations of Integration Failure and 36% Stock Crash - Hagens Berman

Amazon adds news tab to Prime Video in user expansion push — Positive

AMZN   Reuters — December 03, 2025

Amazon.com said on Wednesday it is rolling out a dedicated news tab on its Prime Video streaming service, which will become available to all U.S. customers for free by the end of the year.

image for news Amazon adds news tab to Prime Video in user expansion push

SAN DIEGO , Dec. 3, 2025 /PRNewswire/ -- Company: Freeport-McMoran Inc. (NYSE: FCX) is a mining company. What is the class period?

image for news Freeport-McMoran Inc. Class Action Reminder: Robbins LLP Reminds FCX Investors About the Securities Fraud Class Action Lawsuit

FedEx Stock Battling Seasonality Ahead of Earnings — Neutral

FDX   Schaeffers Research — December 03, 2025

FedEx Corp (NYSE:FDX) is always in focus around the holidays.

image for news FedEx Stock Battling Seasonality Ahead of Earnings

LRN Investors with Losses Urged to Contact the Firm SAN FRANCISCO , Dec. 3, 2025 /PRNewswire/ -- Investor rights law firm Hagens Berman reminds investors of the January 12, 2026, deadline to move the Court for appointment as lead plaintiff in the securities fraud class action lawsuit filed against Stride, Inc. (NYSE: LRN). The lawsuit alleges that Stride, one of the nation's largest providers of online educational services, misled investors about its operational health and compliance, resulting in a stock crash of over 54% following damaging disclosures.

image for news Stride (LRN) Investor Lawsuit Claims Company Misled Investors About "Ghost Students" and Poor Customer Experience - Hagens Berman

Share prices for both suitors are down over 5% as details emerge of cash bids for the owner of HBO and CNN.

image for news Netflix and Paramount are now the favorites to buy Warner Bros., but investors don't like it

MLTX Investor with Losses Encourages to Contact Firm by Dec. 15 Deadline SAN FRANCISCO , Dec. 3, 2025 /PRNewswire/ -- Global plaintiffs' rights law firm Hagens Berman reminds investors that the deadline to move the Court for appointment as lead plaintiff in the securities class action lawsuit against MoonLake Immunotherapeutics, Inc. (NASDAQ: MLTX) is December 15, 2025 . "In specialized biotech cases, the core legal question is often whether the company's claims about the study match the reality of the clinical data it was receiving," said Reed Kathrein , the Hagens Berman partner leading the litigation.

image for news MoonLake's (MLTX) SLK Efficacy Claims Under Scrutiny After 90% Plunge; Focus on Nanobody vs. BIMZELX Superiority- Hagens Berman

JHX Investors with Losses Encouraged to Contact Firm SAN FRANCISCO , Dec. 3, 2025 /PRNewswire/ -- National shareholder rights law firm Hagens Berman reminds investors that the deadline to move the Court for appointment as lead plaintiff in the securities class action lawsuit against James Hardie Industries plc (NYSE: JHX) is December 23, 2025 . The lawsuit alleges that James Hardie and its executives misled investors by touting strong growth in its crucial North America Fiber Cement segment while concealing that the growth was unsustainable and fueled by undisclosed sales practices with its channel customers.

image for news Hagens Berman Investigating Jamies Hardie (JHX) After 34% Plunge Due to Inventory Destocking

EWZ: Brazil Has A Reasonably Upbeat Outlook For 2026 — Positive

EWZ   Seeking Alpha — December 03, 2025

The iShares MSCI Brazil ETF has surged 48% year-to-date. EWZ's top position is Nu Holdings, a high-growth fintech that offers significant upside potential. I have some reservations about the Brazil ETF, which keep me at cautious optimism rather than an unabashedly bullish perspective.

image for news EWZ: Brazil Has A Reasonably Upbeat Outlook For 2026

Okta CEO Sees Big Opportunity in AI — Positive

OKTA   Bloomberg Technology — December 03, 2025

Okta CEO Todd McKinnon discusses what's driving the software maker's boosted forecast. He speaks with Caroline Hyde on "Bloomberg Tech.

image for news Okta CEO Sees Big Opportunity in AI

Monster Beverage Corporation (MNST) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript

image for news Monster Beverage Corporation (MNST) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript