Nike Before Q2: The Turnaround Story Everyone Wants, But Still Can't Quite See — Positive
NKE Seeking Alpha — December 03, 2025Nike, 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.
GlobalFoundries Inc. (GFS) Discusses Market and Strategic Update on Physical AI and Ultra-Low Power Solutions Transcript — Neutral
GFS Seeking Alpha — December 03, 2025GlobalFoundries 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 — Neutral
MTD Seeking Alpha — December 03, 2025Mettler-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 — Neutral
REGN Seeking Alpha — December 03, 2025Regeneron Pharmaceuticals, Inc. (REGN) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Johnson & Johnson (JNJ) Presents at Citi Annual Global Healthcare Conference 2025 Transcript — Neutral
JNJ Seeking Alpha — December 03, 2025Johnson & Johnson (JNJ) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
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.
This is Best Retail Stock to Own in December — Positive
ULTA Schaeffers Research — December 03, 2025Investors 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.
VZ Stock Declines 6.1% in Past Six Months: Should You Buy the Dip? — Negative
VZ Zacks Investment Research — December 03, 2025Verizon slips 6.1% in six months as competitive pressure, high churn and heavy promo spending weigh on performance.
SANM Skyrockets 92.5% in a Year: Should You Buy the Stock? — Positive
SANM Zacks Investment Research — December 03, 2025SANM's 92.5% surge comes as strong demand, diverse markets and solid liquidity fuel momentum amid rising earnings estimates.
BIKE Magazine, TransWorld Skateboarding and Snowboarder Return to Print With Limited-Time On-Demand Editions — Neutral
AREN Business Wire — December 03, 2025NEW 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.
Micron stops selling memory to consumers as demand spikes from AI chips — Positive
MU CNBC — December 03, 2025Micron 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.
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.
Why CoreWeave Stock May Retreat Toward $50 Despite AI Boom — Negative
CRWV Forbes — December 03, 2025The 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.
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?
A delayed clinical trial actually boosted Bristol Myers Squibb's stock. Here's why. — Positive
BMY Market Watch — December 03, 2025Bristol 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.
Macy's, Inc. (M) Q3 2026 Earnings Call Transcript
nVent Electric plc (NVT) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript — Neutral
NVT Seeking Alpha — December 03, 2025nVent 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 — Neutral
BIIB Seeking Alpha — December 03, 2025Biogen Inc. (BIIB) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Eventbrite, Inc. (NYSE: EB) — Neutral
EB PRNewsWire — December 03, 2025NEW 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.
AI Valuations Rich, But Strong Earnings a Plus: ETFs in Focus — Positive
IYW Zacks Investment Research — December 03, 2025AI 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.