Nike Before Q2: The Turnaround Story Everyone Wants, But Still Can't Quite See — Positive

NKE   Seeking Alpha — December 03, 2025

Nike, Inc. remains in a challenged turnaround phase, with recent results showing mixed progress and no convincing evidence of a sustainable recovery. Recent NKE management changes and the other headlines send a strong signal, but leadership reshuffling makes me question execution and strategic clarity. NKE's Q1 delivered a positive revenue surprise, but gross margins declined 320 bps to 42.2%, digital sales collapsed 12%, and guidance calls for further margin compression in Q2.

image for news Nike Before Q2: The Turnaround Story Everyone Wants, But Still Can't Quite See

GlobalFoundries Inc. (GFS) Discusses Market and Strategic Update on Physical AI and Ultra-Low Power Solutions Transcript

image for news GlobalFoundries Inc. (GFS) Discusses Market and Strategic Update on Physical AI and Ultra-Low Power Solutions Transcript

Mettler-Toledo International Inc. (MTD) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

image for news Mettler-Toledo International Inc. (MTD) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

Regeneron Pharmaceuticals, Inc. (REGN) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

image for news Regeneron Pharmaceuticals, Inc. (REGN) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

Johnson & Johnson (JNJ) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

image for news Johnson & Johnson (JNJ) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

Applied Materials Stock Surges On AI Chip Boom — Positive

AMAT   Forbes — December 03, 2025

Applied Materials (AMAT) stock has achieved day 7 of a consecutive gain streak, with total gains during this timeframe reaching a 20% return. The company has seen an increase of approximately $25 billion in value over the past 7 days, and its current market capitalization stands at roughly $210 billion.

image for news Applied Materials Stock Surges On AI Chip Boom

This is Best Retail Stock to Own in December — Positive

ULTA   Schaeffers Research — December 03, 2025

Investors are hoping to close out the year strong, with momentum on Wall Street's side after the S&P 500 Index (SPX) scored a seventh-straight monthly win.

image for news This is Best Retail Stock to Own in December

VZ Stock Declines 6.1% in Past Six Months: Should You Buy the Dip? — Negative

VZ   Zacks Investment Research — December 03, 2025

Verizon slips 6.1% in six months as competitive pressure, high churn and heavy promo spending weigh on performance.

image for news VZ Stock Declines 6.1% in Past Six Months: Should You Buy the Dip?

SANM Skyrockets 92.5% in a Year: Should You Buy the Stock? — Positive

SANM   Zacks Investment Research — December 03, 2025

SANM's 92.5% surge comes as strong demand, diverse markets and solid liquidity fuel momentum amid rising earnings estimates.

image for news SANM Skyrockets 92.5% in a Year: Should You Buy the Stock?

NEW YORK--(BUSINESS WIRE)--The Adventure Sports Network, owned by The Arena Group, is excited to announce the launch of new print-on-demand editions for three of its leading titles: BIKE Magazine, TransWorld SKATEboarding, and Snowboarder. On Friday, Dec. 5, readers worldwide will be able to order premium-quality, print-on-demand copies of these iconic adventure publications, delivered directly to their doorsteps. Each issue offers an immersive look into the world of adventure sports, featuring.

image for news BIKE Magazine, TransWorld Skateboarding and Snowboarder Return to Print With Limited-Time On-Demand Editions

Micron said on Wednesday that it plans to stop selling memory to consumers to focus on providing enough memory for high-powered AI chips. "Micron has made the difficult decision to exit the Crucial consumer business in order to improve supply and support for our larger, strategic customers in faster-growing segments," Sumit Sadana, Micron business chief, said in a statement.

image for news Micron stops selling memory to consumers as demand spikes from AI chips

APP Stock Delivers Better Value Than Shopify In 2025 — Positive

APP   Forbes — December 03, 2025

AppLovin (APP) has quietly outperformed Shopify this year, delivering stronger fundamentals at a far cheaper price. While Shopify grabs more headlines, APP's growth and profitability trajectory tell a different story — one where investors can pay less and potentially gain more.

image for news APP Stock Delivers Better Value Than Shopify In 2025

Why CoreWeave Stock May Retreat Toward $50 Despite AI Boom — Negative

CRWV   Forbes — December 03, 2025

The recent 30% drop in CoreWeave's stock (NASDAQ: CRWV) is warranted due to a mix of short-term execution challenges and notable balance sheet risks. Although the primary narrative of substantial AI demand remains unaltered, the market is no longer viewing CRWV as an “up-and-to-the-right” high-growth story.

image for news Why CoreWeave Stock May Retreat Toward $50 Despite AI Boom

HubSpot Stock Could Plunge Another 35% To $260 — Negative

HUBS   Forbes — December 03, 2025

HubSpot (HUBS) stock has dropped by 24.5% in under a month, decreasing from $494.58 on 3rd Nov, 2025 to $373.32 currently. What's next?

image for news HubSpot Stock Could Plunge Another 35% To $260

Bristol Myers' stock rallied Wednesday as investors maintained high hopes for Cobenfy as an Alzheimer's treatment, even though the outcome of a late-stage trial has been delayed.

image for news A delayed clinical trial actually boosted Bristol Myers Squibb's stock. Here's why.

Macy's, Inc. (M) Q3 2026 Earnings Call Transcript — Neutral

M   Seeking Alpha — December 03, 2025

Macy's, Inc. (M) Q3 2026 Earnings Call Transcript

image for news Macy's, Inc. (M) Q3 2026 Earnings Call Transcript

nVent Electric plc (NVT) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript

image for news nVent Electric plc (NVT) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript

Biogen Inc. (BIIB) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript

image for news Biogen Inc. (BIIB) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript

NEW YORK , Dec. 3, 2025 /PRNewswire/ -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Eventbrite, Inc. (NYSE: EB ) related to its sale to Bending Spoons S.p.A.

image for news $HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Eventbrite, Inc. (NYSE: EB)

AI Valuations Rich, But Strong Earnings a Plus: ETFs in Focus — Positive

IYW   Zacks Investment Research — December 03, 2025

AI stocks stay elevated as FOMO drives momentum, but strong earnings ease bubble worries. Here's why risks remain -- and the ETFs best positioned to benefit.

image for news AI Valuations Rich, But Strong Earnings a Plus: ETFs in Focus