Cisco Systems, Inc. (CSCO) Presents at UBS Global Technology and AI Conference 2025 Transcript

image for news Cisco 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

image for news Teladoc 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, 2025

For 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.

image for news Dell Just Hit a Record in AI Orders—But the Real Test Starts Now

This Zscaler "Buy the Dip" Signal is Rarely Wrong — Positive

ZS   Schaeffers Research — December 02, 2025

Zscaler 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.

image for news This Zscaler "Buy the Dip" Signal is Rarely Wrong

OpenAI 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.

image for news OpenAI's Sam Altman declares ‘code red' to improve ChatGPT as Google catches up: reports

Bitcoin ETFs Gain as Market Enters New Phase — Positive

BRRR  BTF   ETF Trends — December 02, 2025

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.

image for news Bitcoin ETFs Gain as Market Enters New Phase

Costco is suing the U.S. government over Trump's tariffs. Here's why — Neutral

COST   Fast Company — December 02, 2025

Costco 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.

image for news Costco is suing the U.S. government over Trump's tariffs. Here's why

Former GOOGL Gemini Engineer Heads AAPL A.I. Amid Lagging Position — Neutral

AAPL  GOOG  GOOGL   Schwab Network — December 02, 2025

John 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.

image for news Former GOOGL Gemini Engineer Heads AAPL A.I. Amid Lagging Position

WILMINGTON, 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.

image for news Chase Opens New Sapphire Lounge by The Club at Harry Reid International Airport in Las Vegas

Lam Research: AI Foundry Growth Keeps The Upside Case Alive — Positive

LRCX   Seeking Alpha — December 02, 2025

Lam 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.

image for news Lam Research: AI Foundry Growth Keeps The Upside Case Alive

Vultr to invest $1 billion in Ohio AI cluster using AMD chips — Positive

AMD   Reuters — December 02, 2025

Cloud 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.

image for news Vultr to invest $1 billion in Ohio AI cluster using AMD chips

Qiagen N.V. (QGEN) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

image for news Qiagen 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

image for news Jacobs 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

image for news VAALCO 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, 2025

My "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.

image for news Gaotu Techedu: A 'Buy' On Q3 Outperformance And Attractive Buyback Yield

Alabama Power Commits to Steady Rates Through 2027 — Neutral

SO   PRNewsWire — December 02, 2025

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.

image for news Alabama Power Commits to Steady Rates Through 2027

3 Dividend Stocks Wall Street is Piling Into Before 2026 — Positive

BTI  JNJ  KO   24/7 Wall Street — December 02, 2025

There is an apparent shift in how Wall Street views the stock market, as retail investors are increasingly doubting the AI rally.

image for news 3 Dividend Stocks Wall Street is Piling Into Before 2026

NEW 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.

image for news SNPS Investors Have Opportunity to Lead Synopsys, Inc. Securities Fraud Lawsuit

APi Group Corporation (APG) Presents at UBS Global Industrials and Transportation Conference Transcript

image for news APi 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

image for news Arista Networks Inc (ANET) Presents at UBS Global Technology and AI Conference 2025 Transcript