Autodesk, Inc. ( ADSK ) UBS Global Technology and AI Conference 2025 December 2, 2025 11:35 AM EST Company Participants Andrew Anagnost - President, CEO & Director Janesh Moorjani - Executive VP & Chief Financial Officer Conference Call Participants Taylor McGinnis - UBS Investment Bank, Research Division Presentation Taylor McGinnis UBS Investment Bank, Research Division Okay. Hello, everyone, and welcome to Day 2 of the UBS tech conference.

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Klaviyo Breaks Records with First AI-powered BFCM — Neutral

KVYO   Business Wire — December 02, 2025

BOSTON--(BUSINESS WIRE)--Klaviyo (NYSE: KVYO), the B2C CRM, today released its 2025 BFCM Recap Report, showing that the five days between Thanksgiving and Cyber Monday (BFCM) were record-breaking, fueled not by deep discounts but by loyalty and AI-powered personalization. Even as industrywide discount rates fell, brands using Klaviyo saw outsized growth and engagement. Key findings include: Klaviyo delivered more than 22.7B messages (up 25% YoY) over BFCM, generating more than $3.8B in KAV for.

image for news Klaviyo Breaks Records with First AI-powered BFCM

Apple shakes up AI team as top exec John Giannandrea steps down — Negative

AAPL   New York Post — December 02, 2025

Apple's artificial intelligence chief John Giannandrea is stepping down from his role as part of a major shakeup of the troubled division, the company announced late Monday.

image for news Apple shakes up AI team as top exec John Giannandrea steps down

Marsh & McLennan Unit Expands in Hawai'i With Three Brokerage Buys — Positive

MMC   Zacks Investment Research — December 02, 2025

MMC expands its insurance solutions suite and presence in Hawai'i as Marsh McLennan Agency acquires three of the state's local insurance brokerages.

image for news Marsh & McLennan Unit Expands in Hawai'i With Three Brokerage Buys

NEW YORK--(BUSINESS WIRE)---- $ARE #ARE--Alexandria Real Estate Equities Impairment Charge Triggers Securities Fraud Class Action after Stock Drops Over 19% -- Investors Urged to Contact BFA.

image for news ARE BREAKING NEWS: Alexandria Real Estate Equities, Inc. Impairment Charge Triggers Securities Fraud Class Action after Stock Drops Over 19% -- Investors are Urged to Contact BFA Law

San Diego, California--(Newsfile Corp. - December 2, 2025) - Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of James Hardie Industries plc (NYSE: JHX) common stock (previously American Depositary Shares until their conversion to common stock on July 1, 2025) between May 20, 2025 and August 18, 2025, both dates inclusive (the "Class Period"), have until Tuesday, December 23, 2025 to seek appointment as lead plaintiff of the James Hardie class action lawsuit. Captioned Laborers' District Council and Contractors' Pension Fund of Ohio v.

image for news JHX INVESTOR DEADLINE: James Hardie Industries plc Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit

Verizon: Not A Value Trap, The Math Works — Neutral

VZ   Seeking Alpha — December 02, 2025

Verizon presents a deep value opportunity with a forward P/E of 8.5x and a significant margin of safety, justifying a buy rating. Despite near-zero topline growth and competitive pressures, VZ's structural moat, premium brand, and new turnaround initiatives support optimism. Management's cost-cutting and efficiency plans are expected to positively impact margins, even if revenue growth remains flat.

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Why Beyond Meat Stock Is Seeing Incredible Volatility Today — Negative

BYND   The Motley Fool — December 02, 2025

Beyond Meat has been highly volatile after the explosive gains it posted in yesterday's trading. Meme-stock traders have been shaping Beyond Meat's recent valuation moves.

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Optimus Bet Is Far Bigger Than Michael Burry's Bear Case On Tesla — Neutral

TSLA   Seeking Alpha — December 02, 2025

Tesla, Inc. remains a high-conviction long-term buy in my books despite Michael Burry's public criticism and concerns about overvaluation and dilution. TSLA's near-term headwinds include EV segment struggles, but future growth hinges on Robotaxi and Optimus, in my opinion. TSLA's diversification into robotics and AI, especially Optimus, is it's next major growth catalyst amid a projected industry boom.

image for news Optimus Bet Is Far Bigger Than Michael Burry's Bear Case On Tesla

Uniti Group Inc. (UNIT) Presents at Bank of America Leveraged Finance Conference Transcript

image for news Uniti Group Inc. (UNIT) Presents at Bank of America Leveraged Finance Conference Transcript

Incyte Corporation (INCY) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

image for news Incyte Corporation (INCY) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

Here's Why You Should Retain Ecolab Stock in Your Portfolio Now — Positive

ECL   Zacks Investment Research — December 02, 2025

ECL's robust product lineup, innovation-driven growth and strong Q2 results underscore its long-term potential despite macroeconomic headwinds.

image for news Here's Why You Should Retain Ecolab Stock in Your Portfolio Now

BitMine Is Not Like Strategy, but Its Stock Still Isn't a Buy — Negative

BMNR   24/7 Wall Street — December 02, 2025

BitMine Immersion Technologies ( NYSEAMEX:BMNR ) has carved out a niche in the crypto treasury space by emulating Strategy ( NASDAQ:MSTR ), the pioneer in holding digital assets as corporate reserves.

image for news BitMine Is Not Like Strategy, but Its Stock Still Isn't a Buy

Retiring On Dividends: SCHD Vs. Covered Call ETFs — Negative

SCHD   Seeking Alpha — December 02, 2025

The Schwab U.S. Dividend Equity ETF (SCHD) is a very popular vehicle for retiring on dividends. However, many investors are increasingly ditching SCHD for covered call ETFs like JEPI, JEPQ, QQQI, SPYI, and others. I compare the two approaches side-by-side and share our approach to building a passive income stream to fund retirement.

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Why Symbotic Stock Crashed Today — Negative

SYM   The Motley Fool — December 02, 2025

Goldman Sachs just downgraded Symbotic on valuation concerns. The banker also warns Symbotic has struggled to land clients beyond Walmart.

image for news Why Symbotic Stock Crashed Today

MDB Spikes Over 20% on Earnings, Faces Rising Software Giants — Positive

MDB   Schwab Network — December 02, 2025

"Very positive growth momentum" helps shape MongoDB's (MDB) growth story, says Luke Yang, though he has a price target for the stock significantly below the current value. He says MongoDB needs to define itself against other growing companies like Snowflake (SNOW) to succeed long-term.

image for news MDB Spikes Over 20% on Earnings, Faces Rising Software Giants

Colliers declares semi-annual dividend — Neutral

CIGI   GlobeNewsWire — December 02, 2025

TORONTO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Colliers International Group Inc. (TSX and NASDAQ: CIGI) ("Colliers") announced today that its Board of Directors has declared a semi-annual cash dividend on the outstanding Subordinate Voting Shares and Multiple Voting Shares (together, the "Common Shares") of US$0.15 per Common Share. This dividend is in accordance with the dividend policy of Colliers. The dividend is payable on January 14, 2026 to holders of Common Shares of record at the close of business on December 31, 2025. The dividend is an "eligible dividend" for Canadian income tax purposes.

image for news Colliers declares semi-annual dividend

The Tile Shop expands its Kelli Fontana collaboration with Chain Reaction and Kloe—pattern-forward new tiles designed for expressive, artful spaces.

image for news The Tile Shop Expands Exclusive Collaboration With Designer Kelli Fontana, Adds New Patterned and Porcelain Tile Designs

Should You Finally Buy the Dip on Palantir? — Positive

PLTR   24/7 Wall Street — December 02, 2025

Palantir (NASDAQ:PLTR ) is down 17% in the past month as of this writing.

image for news Should You Finally Buy the Dip on Palantir?

The senior executive's decision to sell 28% of his stock holdings for a modest profit of less than $60,000 does not evoke investor confidence. Littelfuse stock hasn't appreciated much over the past five years.

image for news SVP at Littelfuse Sells 2,333 Shares for a Modest Profit. Should You Stay Away From the Stock?