4 Accident & Health Insurers to Watch Amid Rising Medical Costs — Neutral

AFL  GL  TRUP  UNM   Zacks Investment Research — December 02, 2025

Accident and Health Insurance stocks like AFL, UNM, GL and TRUP are set to gain from rising underwriting exposure and accelerated digitalization. However, pricing pressure is a concern given rising medical costs and inflation.

image for news 4 Accident & Health Insurers to Watch Amid Rising Medical Costs

MKC's Q3 Shows Solid Consumer Momentum: Will the Strength Last in 2026? — Positive

MKC   Zacks Investment Research — December 02, 2025

McCormick's consumer momentum strengthens as volume-led growth, broad share gains, and health-focused trends fuel demand across key categories.

image for news MKC's Q3 Shows Solid Consumer Momentum: Will the Strength Last in 2026?

With allegations of unfair labor practices a major point of contention in the ongoing “Red Cup Rebellion” strike, Starbucks has agreed to pay $35.5 million to more than 15,000 New York City workers, plus $3.4 million in civil penalties, for violating New York City's Fair Workweek Law, according to New York City Department of Consumer and Worker Protection (DCWP).

image for news Starbucks To Pay $38.9 Million To Settle Violations Of New York City Labor Law

How Micron Stock Can Rally — Positive

MU   Forbes — December 02, 2025

Micron Technology (MU) has a remarkable track record of rapid increases, with the stock climbing more than 50% in less than two months on several occasions, particularly in significant years such as 2013 and 2020. Moreover, it has experienced increases exceeding 30% in similar short periods multiple times.

image for news How Micron Stock Can Rally

Josh Brown's best stocks in the market: Morgan Stanley, Baker Hughes and Ciena — Positive

BKR  CIEN  MS   CNBC Television — December 02, 2025

Josh Brown, CEO at Ritholtz Wealth Management, joins CNBC's 'Halftime Report' to spotlight some stocks in his 'best stocks in the market."

image for news Josh Brown's best stocks in the market: Morgan Stanley, Baker Hughes and Ciena

Amazon's Core Engine Roars Back — Positive

AMZN   Seeking Alpha — December 02, 2025

Amazon.com, Inc.'s AWS reaccelerated to 20.2% YoY growth in Q3, reaching $33B in revenue and signaling a new AI-driven cloud cycle. The AWS backlog expanded to $200B, boosted by rapid adoption of Trainium2 chips and multi-billion-dollar AI compute demand. AWS generated $11.4B in operating income, materially lifting AMZN's consolidated EPS to $1.95 and strengthening overall profitability.

image for news Amazon's Core Engine Roars Back

Moderna, Inc. (MRNA) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript

image for news Moderna, Inc. (MRNA) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript

SBA Communications Corporation (SBAC) Presents at Bank of America Leveraged Finance Conference Transcript

image for news SBA Communications Corporation (SBAC) Presents at Bank of America Leveraged Finance Conference Transcript

American Axle & Manufacturing Holdings, Inc. (AXL) Presents at Bank of America Leveraged Finance Conference Transcript

image for news American Axle & Manufacturing Holdings, Inc. (AXL) Presents at Bank of America Leveraged Finance Conference Transcript

ON Semiconductor Corporation (ON) Presents at UBS Global Technology and AI Conference 2025 Transcript

image for news ON Semiconductor Corporation (ON) Presents at UBS Global Technology and AI Conference 2025 Transcript

Broadcom Returns For An Encore In Buy Zone After Stock Scores All-Time High; Earnings Loom — Positive

AVGO   Investors Business Daily — December 02, 2025

Broadcom stock is back in buying range from a buy point of 374.23.

image for news Broadcom Returns For An Encore In Buy Zone After Stock Scores All-Time High; Earnings Loom

Electric Utilities And Pinnacle West In A Popping AI Bubble — Positive

PNW   Seeking Alpha — December 02, 2025

Pinnacle West (PNW) is undervalued due to near-term earnings lumpiness, offering a compelling entry point for long-term investors. AI-driven data center demand is fueling robust, multi-year growth pipelines for regulated electric utilities, supporting 6–9% annual earnings growth. PNW's 2026 rate case is expected to reset revenues for inflation, positioning the company for a strong earnings rebound in 2027 and beyond.

image for news Electric Utilities And Pinnacle West In A Popping AI Bubble

The lawsuit targets Local Law 124, which requires companies to offer grocery delivery workers the same minimum pay that restaurant delivery workers are eligible for.

image for news Instacart sues NYC over worker pay, tipping laws that would ‘degrade' business

1 Top High-Yield Dividend Stock I'd Buy Without Hesitation In December — Negative

EPD   The Motley Fool — December 02, 2025

Enterprise Products Partners expects to complete $6 billion of growth capital projects during the back half of this year. The MLP's growth capital spending will decline significantly in 2026.

image for news 1 Top High-Yield Dividend Stock I'd Buy Without Hesitation In December

CNBC's MacKenzie Sigalos reports that CEO Sam Altman has declared a "code red" inside OpenAI, pausing work on its ad-based monetization strategy in order to refocus on core ChatGPT performance as Google's Gemini 3 and new DeepSeek models close the gap.

image for news OpenAI's ‘code red' memo lays bare pressure from Google, DeepSeek and its $1.4 trillion AI bet

San Francisco sues Kraft, Mondelez over ultra-processed foods — Negative

KHC  MDLZ   Reuters — December 02, 2025

The city of San Francisco sued Kraft , Mondelez , Coca-Cola and other makers of ultra-processed foods on Tuesday, accusing them of knowingly sickening California residents with addictive and harmful products.

image for news San Francisco sues Kraft, Mondelez over ultra-processed foods

LLY Lowers Prices of Zepbound Vials for Cash Buyers on DTC Website — Neutral

LLY   Zacks Investment Research — December 02, 2025

Eli Lilly trims Zepbound vial prices on LillyDirect, offering lower monthly costs for self-paying patients across multiple doses.

image for news LLY Lowers Prices of Zepbound Vials for Cash Buyers on DTC Website

Lyft's Customer-Friendly Deals to Boost Revenues: More Upside Ahead? — Positive

LYFT   Zacks Investment Research — December 02, 2025

LYFT rides momentum with new taxi, airline loyalty deals, aiming to boost rider growth and revenue stream.

image for news Lyft's Customer-Friendly Deals to Boost Revenues: More Upside Ahead?

GrowGeneration Beats Earnings- Consolidation Could Be An Opportunity — Positive

GRWG   Seeking Alpha — December 02, 2025

GrowGeneration Corp. is a diversified hydroponics supplier with significant exposure to the cannabis industry, trading at $1.50 per share. GRWG recently beat consensus EPS and revenue forecasts, but guidance for the next quarter is lower, potentially setting up another positive surprise. The stock trades in a $1–$2 range for 2025, with deeply depressed valuations and limited downside, but GRWG remains in a long-term bearish trend.

image for news GrowGeneration Beats Earnings- Consolidation Could Be An Opportunity

Trade Tracker: Joe Terranova buys Twilio — Positive

TWLO   CNBC Television — December 02, 2025

Joe Terranova, senior managing director at Virtus Investment Partners, joins CNBC's Halftime Report" to detail his buy in Twilio.

image for news Trade Tracker: Joe Terranova buys Twilio