Lam Research Corporation (LRCX) Presents at UBS Global Technology and AI Conference 2025 Transcript — Neutral
LRCX Seeking Alpha — December 02, 2025Lam 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, 2025With 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.
Varonis Announces Integration With AWS Security Hub — Neutral
VRNS GlobeNewsWire — December 02, 2025MIAMI 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.
Five9: Undervalued Even As Persistent Risks Remain — Positive
FIVN Seeking Alpha — December 02, 2025Five9 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.
Inclement Weather Impacted Brick-and-Mortar Retail Traffic Throughout Black Friday Weekend — Neutral
JCI Business Wire — December 02, 2025NEUHAUSEN, 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.
Bio-Techne Corporation (TECH) Presents at Evercore 8th Annual Healthcare Conference Transcript — Neutral
TECH Seeking Alpha — December 02, 2025Bio-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, 2025We 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.
Wabtec Completes Frauscher Sensor Technology Group Acquisition — Positive
WAB Zacks Investment Research — December 02, 2025WAB completes its ???675M Frauscher acquisition, expanding its Digital Intelligence portfolio and boosting growth prospects in railway signaling.
Goldman to Expand ETF Footprint With the Buyout of Innovator Capital — Positive
GS Zacks Investment Research — December 02, 2025GS is set to buy Innovator Capital for $2B, expanding its active ETF reach and boosting defined outcome offerings.
Quanta Services, Inc. (PWR) Presents at UBS Global Industrials and Transportation Conference Transcript — Neutral
PWR Seeking Alpha — December 02, 2025Quanta Services, Inc. (PWR) Presents at UBS Global Industrials and Transportation Conference Transcript
Analog Devices, Inc. (ADI) Presents at UBS Global Technology and AI Conference 2025 Transcript — Neutral
ADI Seeking Alpha — December 02, 2025Analog 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.
Salesforce earnings: Can the software giant finally shake its AI ‘curse'? — Negative
CRM Market Watch — December 02, 2025To dispel the fear that AI is eating software, Salesforce will need to show increasing Agentforce adoption and monetization.
Here's Why Novo Nordisk Just Paid $2.1 Billion For Zaltenibart — Positive
NVO Seeking Alpha — December 02, 2025Novo 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.
These numbers show just how rough the EV comedown has been. But there's one bright spot. — Neutral
F Market Watch — December 02, 2025Automakers are betting on hybrids as they cope with an EV slowdown.
CI Investors Have Opportunity to Join The Cigna Group Fraud Investigation with the Schall Law Firm — Neutral
CI Business Wire — December 02, 2025LOS ANGELES--(BUSINESS WIRE)---- $CI--CI Investors Have Opportunity to Join The Cigna Group Fraud Investigation with the Schall Law Firm.
Broadcast station owners want to consolidate. They're struggling to get deals to the finish line — Positive
GTN NXST SBGI SSP TGNA CNBC — December 02, 2025There'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.
Kraft, Coca-Cola among companies sued by San Francisco over ultra-processed foods in first-of-a-kind lawsuit — Negative
KHC KO New York Post — December 02, 2025The lawsuit marks the first time a municipality has sued over claims food companies have knowingly marketed addictive and harmful ultra-processed foods.
Bubble Fears Didn't Stop November Inflows Into This ETF — Positive
AVL GGLL PLTU SOXL SPXL ETF Trends — December 02, 2025The 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).
Amkor Technology, Inc. (AMKR) Presents at UBS Global Technology and AI Conference 2025 Transcript — Neutral
AMKR Seeking Alpha — December 02, 2025Amkor 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 — Neutral
WERN Seeking Alpha — December 02, 2025Werner Enterprises, Inc. (WERN) Presents at UBS Global Industrials and Transportation Conference Transcript