Autodesk, Inc. (ADSK) Presents at UBS Global Technology and AI Conference 2025 Transcript — Neutral
ADSK Seeking Alpha — December 02, 2025Autodesk, 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.
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.
Apple shakes up AI team as top exec John Giannandrea steps down — Negative
AAPL New York Post — December 02, 2025Apple'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.
Marsh & McLennan Unit Expands in Hawai'i With Three Brokerage Buys — Positive
MMC Zacks Investment Research — December 02, 2025MMC expands its insurance solutions suite and presence in Hawai'i as Marsh McLennan Agency acquires three of the state's local insurance brokerages.
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 — Neutral
ARE Business Wire — December 02, 2025NEW 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.
JHX INVESTOR DEADLINE: James Hardie Industries plc Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit — Neutral
JHX Newsfile Corp — December 02, 2025San 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.
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.
Why Beyond Meat Stock Is Seeing Incredible Volatility Today — Negative
BYND The Motley Fool — December 02, 2025Beyond 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.
Optimus Bet Is Far Bigger Than Michael Burry's Bear Case On Tesla — Neutral
TSLA Seeking Alpha — December 02, 2025Tesla, 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.
Uniti Group Inc. (UNIT) Presents at Bank of America Leveraged Finance Conference Transcript — Neutral
UNIT Seeking Alpha — December 02, 2025Uniti Group Inc. (UNIT) Presents at Bank of America Leveraged Finance Conference Transcript
Incyte Corporation (INCY) Presents at Citi Annual Global Healthcare Conference 2025 Transcript — Neutral
INCY Seeking Alpha — December 02, 2025Incyte 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, 2025ECL's robust product lineup, innovation-driven growth and strong Q2 results underscore its long-term potential despite macroeconomic headwinds.
BitMine Is Not Like Strategy, but Its Stock Still Isn't a Buy — Negative
BMNR 24/7 Wall Street — December 02, 2025BitMine 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.
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.
Goldman Sachs just downgraded Symbotic on valuation concerns. The banker also warns Symbotic has struggled to land clients beyond Walmart.
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.
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.
The Tile Shop Expands Exclusive Collaboration With Designer Kelli Fontana, Adds New Patterned and Porcelain Tile Designs — Neutral
TTSH GlobeNewsWire — December 02, 2025The Tile Shop expands its Kelli Fontana collaboration with Chain Reaction and Kloe—pattern-forward new tiles designed for expressive, artful spaces.
Palantir (NASDAQ:PLTR ) is down 17% in the past month as of this writing.
SVP at Littelfuse Sells 2,333 Shares for a Modest Profit. Should You Stay Away From the Stock? — Neutral
LFUS The Motley Fool — December 02, 2025The 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.