Cisco Systems, Inc. (CSCO) Presents at UBS Global Technology and AI Conference 2025 Transcript — Neutral
CSCO Seeking Alpha — December 02, 2025Cisco Systems, Inc. (CSCO) Presents at UBS Global Technology and AI Conference 2025 Transcript
Teladoc Health, Inc. (TDOC) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript — Neutral
TDOC Seeking Alpha — December 02, 2025Teladoc Health, Inc. (TDOC) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
Dell Just Hit a Record in AI Orders—But the Real Test Starts Now — Neutral
DELL MarketBeat — December 02, 2025For many investors, Dell Technologies NYSE: DELL has become somewhat of a divisive artificial intelligence (AI) stock. The company is certainly seeing a huge uptick in demand due to AI.
This Zscaler "Buy the Dip" Signal is Rarely Wrong — Positive
ZS Schaeffers Research — December 02, 2025Zscaler Inc (NASDAQ:ZS) stock has pulled back sharply from its Nov. 3 three-year high of $336.99, last seen down 0.6% to trade at $241.86, heading for its 12th loss in the last 14 trading sessions.
OpenAI's Sam Altman declares ‘code red' to improve ChatGPT as Google catches up: reports — Neutral
GOOG GOOGL New York Post — December 02, 2025OpenAI boss Sam Altman has reportedly declared a “code red” pushing employees to improve ChatGPT as AI giant fends off concerns that it is losing ground to rivals like Google.
The CoinShares Bitcoin ETF (BRRR) and the CoinShares Bitcoin and Ether ETF (BTF) posted gains over the past week, as the broader bitcoin market appears to be entering a maturation phase that some analysts compare to a company's post-IPO period.
Costco is suing the U.S. government over Trump's tariffs. Here's why — Neutral
COST Fast Company — December 02, 2025Costco has sued the U.S. government to ensure it will receive refunds if the Supreme Court rejects President Donald Trump's bid for sweeping authority to impose tariffs.
Former GOOGL Gemini Engineer Heads AAPL A.I. Amid Lagging Position — Neutral
AAPL GOOG GOOGL Schwab Network — December 02, 2025John Giannandrea, Apple's (AAPL) A.I. chief, is stepping down and offering his seat to a former lead engineer for Alphabet's (GOOGL) Google Gemini.
Chase Opens New Sapphire Lounge by The Club at Harry Reid International Airport in Las Vegas — Neutral
JPM Business Wire — December 02, 2025WILMINGTON, Del.--(BUSINESS WIRE)--Chase announced its next Chase Sapphire Lounge® by The Club location at Harry Reid International Airport (LAS) in Las Vegas will open December 3, 2025. Las Vegas has been a top travel destination for Chase Sapphire Reserve cardmembers and, according to Chase Travel booking data, was the sixth-most booked domestic travel destination in 2025. “Las Vegas is renowned for its vibrant energy, world-class entertainment and diverse culinary scene —qualities we've brou.
Lam Research: AI Foundry Growth Keeps The Upside Case Alive — Positive
LRCX Seeking Alpha — December 02, 2025Lam Research is rated a Buy with a revised price target of $178, reflecting a 14% upside and market outperformance. LRCX delivered strong FQ1 2026 results: 28% revenue growth, 47% EPS growth, and record gross/operating margins, driven by AI-powered demand. The company benefits from robust AI-related tailwinds, global diversification, heavy R&D investment, and a low-leverage capital structure supporting future growth.
Vultr to invest $1 billion in Ohio AI cluster using AMD chips — Positive
AMD Reuters — December 02, 2025Cloud infrastructure company Vultr said on Tuesday it would invest more than $1 billion to launch a new artificial intelligence cluster powered by Advanced Micro Devices' processors at a new data center in Springfield, Ohio.
Qiagen N.V. (QGEN) Presents at Citi Annual Global Healthcare Conference 2025 Transcript — Neutral
QGEN Seeking Alpha — December 02, 2025Qiagen N.V. (QGEN) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Jacobs Solutions Inc. (J) Presents at UBS Global Industrials and Transportation Conference Transcript — Neutral
J Seeking Alpha — December 02, 2025Jacobs Solutions Inc. (J) Presents at UBS Global Industrials and Transportation Conference Transcript
VAALCO Energy, Inc. (EGY) Discusses Capital Program Adjustments and Production Outlook Across Asset Portfolio Transcript — Neutral
EGY Seeking Alpha — December 02, 2025VAALCO Energy, Inc. (EGY) Discusses Capital Program Adjustments and Production Outlook Across Asset Portfolio Transcript
Gaotu Techedu: A 'Buy' On Q3 Outperformance And Attractive Buyback Yield — Positive
GOTU Seeking Alpha — December 02, 2025My "Buy" rating for Gaotu Techedu is unchanged, following my assessment of its quarterly performance and capital return prospects. GOTU's normalized net loss shrunk in 3Q2025, which also beat the consensus forecast. I estimate that the stock's potential buyback yield is 5.6%; it has the capacity to support future repurchases, considering its cash position and cash flow outlook.
Multi-year rate stability plan provides certainty for customers while company focuses on efficiencies and grid investments BIRMINGHAM, Ala. , Dec. 2, 2025 /PRNewswire/ -- Following today's Alabama Public Service Commission meeting, Alabama Power announced its commitment to keep customer rates steady through 2027 while maintaining the dependable service customers count on.
3 Dividend Stocks Wall Street is Piling Into Before 2026 — Positive
BTI JNJ KO 24/7 Wall Street — December 02, 2025There is an apparent shift in how Wall Street views the stock market, as retail investors are increasingly doubting the AI rally.
SNPS Investors Have Opportunity to Lead Synopsys, Inc. Securities Fraud Lawsuit — Neutral
SNPS PRNewsWire — December 02, 2025NEW YORK , Dec. 2, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers and acquirers of Synopsys, Inc. (NASDAQ: SNPS) securities between December 4, 2024 and September 9, 2025, both dates inclusive (the "Class Period"), of the important December 30, 2025 lead plaintiff deadline. So What: If you purchased Synopsys securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
APi Group Corporation (APG) Presents at UBS Global Industrials and Transportation Conference Transcript — Neutral
APG Seeking Alpha — December 02, 2025APi Group Corporation (APG) Presents at UBS Global Industrials and Transportation Conference Transcript
Arista Networks Inc (ANET) Presents at UBS Global Technology and AI Conference 2025 Transcript — Neutral
ANET Seeking Alpha — December 02, 2025Arista Networks Inc (ANET) Presents at UBS Global Technology and AI Conference 2025 Transcript