Lam Research Corporation (LRCX) Presents at UBS Global Technology and AI Conference 2025 Transcript

image for news Lam Research Corporation (LRCX) Presents at UBS Global Technology and AI Conference 2025 Transcript

Price Prediction: Can Tesla Really Be Worth $8.5 Trillion in 10 Years or Less? — Neutral

TSLA   24/7 Wall Street — December 02, 2025

With Tesla (NASDAQ:TSLA) CEO Elon Musk now getting the green light for his historic $1 trillion compensation plan, all eyes will be on the milestones ahead that the firm will need to hit if Musk is to rake in such a considerable sum.

image for news Price Prediction: Can Tesla Really Be Worth $8.5 Trillion in 10 Years or Less?

Varonis Announces Integration With AWS Security Hub — Neutral

VRNS   GlobeNewsWire — December 02, 2025

MIAMI and LAS VEGAS, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS) announced a new integration with AWS Security Hub. The latest Varonis integration for AWS provides security teams with enhanced visibility, automated fixes, and proactive threat detection — across AWS and the entire data estate.

image for news Varonis Announces Integration With AWS Security Hub

Five9: Undervalued Even As Persistent Risks Remain — Positive

FIVN   Seeking Alpha — December 02, 2025

Five9 shares continue to face pressure as investors weigh concerns about decelerating growth. The contribution from AI revenue is increasing, with solid momentum in AI bookings growth. Adjusted EBITDA margins continue to expand, driven by stronger growth in higher-margin products.

image for news Five9: Undervalued Even As Persistent Risks Remain

NEUHAUSEN, Switzerland--(BUSINESS WIRE)--In-store traffic across Black Friday weekend slowed due to severe Midwest weather, according to data from Sensormatic Solutions, the leading global retail solutions portfolio of Johnson Controls (NYSE: JCI). Data from the brand's ShopperTrak Analytics showed that while Black Friday (Nov. 28) visits dipped by only 1.7%—outperforming year-to-date trends—traffic dropped more sharply on Saturday (Nov. 29) and Sunday (Nov. 30). Overall, shopper traffic for th.

image for news Inclement Weather Impacted Brick-and-Mortar Retail Traffic Throughout Black Friday Weekend

Bio-Techne Corporation (TECH) Presents at Evercore 8th Annual Healthcare Conference Transcript

image for news Bio-Techne Corporation (TECH) Presents at Evercore 8th Annual Healthcare Conference Transcript

3 Dividend ETFs to End 2025 With Steady Passive Income — Positive

JEPI  SCHY  SDIV   24/7 Wall Street — December 02, 2025

We are nearing the end of 2025, and while it may not have been the best year for investors, it hasn't been the worst either.

image for news 3 Dividend ETFs to End 2025 With Steady Passive Income

Wabtec Completes Frauscher Sensor Technology Group Acquisition — Positive

WAB   Zacks Investment Research — December 02, 2025

WAB completes its ???675M Frauscher acquisition, expanding its Digital Intelligence portfolio and boosting growth prospects in railway signaling.

image for news Wabtec Completes Frauscher Sensor Technology Group Acquisition

Goldman to Expand ETF Footprint With the Buyout of Innovator Capital — Positive

GS   Zacks Investment Research — December 02, 2025

GS is set to buy Innovator Capital for $2B, expanding its active ETF reach and boosting defined outcome offerings.

image for news Goldman to Expand ETF Footprint With the Buyout of Innovator Capital

Quanta Services, Inc. (PWR) Presents at UBS Global Industrials and Transportation Conference Transcript

image for news Quanta Services, Inc. (PWR) Presents at UBS Global Industrials and Transportation Conference Transcript

Analog Devices, Inc. ( ADI ) UBS Global Technology and AI Conference 2025 December 2, 2025 12:15 PM EST Company Participants Richard Puccio - Executive VP & CFO Conference Call Participants Timothy Arcuri - UBS Investment Bank, Research Division Presentation Timothy Arcuri UBS Investment Bank, Research Division All right. We're going to get started.

image for news Analog Devices, Inc. (ADI) Presents at UBS Global Technology and AI Conference 2025 Transcript

Salesforce earnings: Can the software giant finally shake its AI ‘curse'? — Negative

CRM   Market Watch — December 02, 2025

To dispel the fear that AI is eating software, Salesforce will need to show increasing Agentforce adoption and monetization.

image for news Salesforce earnings: Can the software giant finally shake its AI ‘curse'?

Here's Why Novo Nordisk Just Paid $2.1 Billion For Zaltenibart — Positive

NVO   Seeking Alpha — December 02, 2025

Novo Nordisk A/S has acquired Zaltenibart, a Phase 2 MASP-3 inhibitor, for up to $2.1 billion, signaling strong conviction in its long-term potential. NVO shares have declined ~20% since October, now trading at a forward P/E of 13.5x, well below historical and sector averages, presenting a de-risked entry point. Zaltenibart targets rare, high-value indications like PNH and complement-mediated nephropathies, offering multi-billion dollar TAM if Phase 3 data prove compelling.

image for news Here's Why Novo Nordisk Just Paid $2.1 Billion For Zaltenibart

Automakers are betting on hybrids as they cope with an EV slowdown.

image for news These numbers show just how rough the EV comedown has been. But there's one bright spot.

LOS ANGELES--(BUSINESS WIRE)---- $CI--CI Investors Have Opportunity to Join The Cigna Group Fraud Investigation with the Schall Law Firm.

image for news CI Investors Have Opportunity to Join The Cigna Group Fraud Investigation with the Schall Law Firm

There's a frenzy of merger and acquisition activity in the media industry as cord-cutting has upended the economics. Broadcast station owners like Nexstar and Sinclair want in on the action.

image for news Broadcast station owners want to consolidate. They're struggling to get deals to the finish line

The lawsuit marks the first time a municipality has sued over claims food companies have knowingly marketed addictive and harmful ultra-processed foods.

image for news Kraft, Coca-Cola among companies sued by San Francisco over ultra-processed foods in first-of-a-kind lawsuit

Bubble Fears Didn't Stop November Inflows Into This ETF — Positive

AVL  GGLL  PLTU  SOXL  SPXL   ETF Trends — December 02, 2025

The fear of lofty valuations not supported by underlying fundamentals induced anxiety into the capital markets during November. That, however, didn't stop inflows into the Direxion Daily Semiconductor Bull 3X Shares (SOXL).

image for news Bubble Fears Didn't Stop November Inflows Into This ETF

Amkor Technology, Inc. (AMKR) Presents at UBS Global Technology and AI Conference 2025 Transcript

image for news Amkor Technology, Inc. (AMKR) Presents at UBS Global Technology and AI Conference 2025 Transcript

Werner Enterprises, Inc. (WERN) Presents at UBS Global Industrials and Transportation Conference Transcript

image for news Werner Enterprises, Inc. (WERN) Presents at UBS Global Industrials and Transportation Conference Transcript