4 Accident & Health Insurers to Watch Amid Rising Medical Costs — Neutral
AFL GL TRUP UNM Zacks Investment Research — December 02, 2025Accident 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.
MKC's Q3 Shows Solid Consumer Momentum: Will the Strength Last in 2026? — Positive
MKC Zacks Investment Research — December 02, 2025McCormick's consumer momentum strengthens as volume-led growth, broad share gains, and health-focused trends fuel demand across key categories.
Starbucks To Pay $38.9 Million To Settle Violations Of New York City Labor Law — Negative
SBUX Forbes — December 02, 2025With 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).
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.
Josh Brown's best stocks in the market: Morgan Stanley, Baker Hughes and Ciena — Positive
BKR CIEN MS CNBC Television — December 02, 2025Josh Brown, CEO at Ritholtz Wealth Management, joins CNBC's 'Halftime Report' to spotlight some stocks in his 'best stocks in the market."
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.
Moderna, Inc. (MRNA) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript — Neutral
MRNA Seeking Alpha — December 02, 2025Moderna, Inc. (MRNA) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
SBA Communications Corporation (SBAC) Presents at Bank of America Leveraged Finance Conference Transcript — Neutral
SBAC Seeking Alpha — December 02, 2025SBA 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 — Neutral
AXL Seeking Alpha — December 02, 2025American 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 — Neutral
ON Seeking Alpha — December 02, 2025ON 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, 2025Broadcom stock is back in buying range from a buy point of 374.23.
Electric Utilities And Pinnacle West In A Popping AI Bubble — Positive
PNW Seeking Alpha — December 02, 2025Pinnacle 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.
Instacart sues NYC over worker pay, tipping laws that would ‘degrade' business — Negative
CART New York Post — December 02, 2025The lawsuit targets Local Law 124, which requires companies to offer grocery delivery workers the same minimum pay that restaurant delivery workers are eligible for.
1 Top High-Yield Dividend Stock I'd Buy Without Hesitation In December — Negative
EPD The Motley Fool — December 02, 2025Enterprise 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.
OpenAI's ‘code red' memo lays bare pressure from Google, DeepSeek and its $1.4 trillion AI bet — Neutral
GOOG GOOGL CNBC Television — December 02, 2025CNBC'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.
San Francisco sues Kraft, Mondelez over ultra-processed foods — Negative
KHC MDLZ Reuters — December 02, 2025The 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.
LLY Lowers Prices of Zepbound Vials for Cash Buyers on DTC Website — Neutral
LLY Zacks Investment Research — December 02, 2025Eli Lilly trims Zepbound vial prices on LillyDirect, offering lower monthly costs for self-paying patients across multiple doses.
Lyft's Customer-Friendly Deals to Boost Revenues: More Upside Ahead? — Positive
LYFT Zacks Investment Research — December 02, 2025LYFT rides momentum with new taxi, airline loyalty deals, aiming to boost rider growth and revenue stream.
GrowGeneration Beats Earnings- Consolidation Could Be An Opportunity — Positive
GRWG Seeking Alpha — December 02, 2025GrowGeneration 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.
Joe Terranova, senior managing director at Virtus Investment Partners, joins CNBC's Halftime Report" to detail his buy in Twilio.