Carpenter Technology (CRS) has transformed into a high-moat specialty alloys leader, supplying aerospace, defense, medical, and power sectors with unique, engineered metals. CRS reported record Q1 FY26 margins and income, with management projecting continued growth and margin expansion through at least 2027, driven by aerospace demand and long-term contracts. The Athens, Alabama expansion will add significant capacity by FY28 without eroding pricing power, while robust cash flow enables both reinvestment and shareholder returns via buybacks and dividends.
PGIM Jennison Natural Resources Fund Q3 2025 Contributors And Detractors — Positive
AEM AETUF EGO EQT EXE HBM Seeking Alpha — December 02, 2025PGIM Jennison Natural Resources Fund generated a strong return and outperformed its Lipper Global Natural Resources Index benchmark for the quarter. Key contributors include Agnico Eagle Mines (AEM), Hudbay Minerals (HBM), and Eldorado Gold (EGO). Key detractors include EQT Corp (EQT), Expand Energy Corporation (EXE), and ARC Resources (AETUF).
TriplePoint Venture Growth: Q3 Earnings Reinforce Structural Improvements — Positive
TPVG Seeking Alpha — December 02, 2025TriplePoint Venture Growth BDC Corp. remains rated Hold due to portfolio stress and elevated non-accruals despite an attractive 14.5% dividend yield. TPVG trades at a 28.1% discount to NAV, reflecting both growth potential and ongoing risk from higher non-accrual rates versus peers. Recent amendments to TPVG's credit facility extend liquidity runway and lower borrowing costs, supporting continued portfolio growth opportunities.
KBRA Assigns Preliminary Ratings to Pagaya AI Debt Grantor Trust 2025-8 & Pagaya AI Debt Trust 2025-8 — Neutral
PGY Business Wire — December 02, 2025NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 15 classes of notes issued by Pagaya AI Debt Grantor Trust 2025-8 & Pagaya AI Debt Trust 2025-8 (collectively “PAID 2025-8”), an unsecured consumer loan ABS transaction. PAID 2025-8 has initial hard credit enhancement levels of 83.40% for the Class A-1 Notes to 1.83% for the Class F Notes. Credit enhancement is comprised of overcollateralization, subordination (except for the Class F Notes), cash reserve accounts funded at closi.
Amazon Releases AI Agents It Says Can Work for Days at a Time — Positive
AMZN WSJ — December 02, 2025AWS CEO Matt Garman unveiled a set of new tools at the cloud giant's annual re:Invent conference, calling them critical to helping companies get value out of AI.
Can Affirm's Low-Ticket Purchases Outgrow Its Big-Ticket Categories? — Positive
AFRM Zacks Investment Research — December 02, 2025AFRM shifts focus to everyday low-ticket purchases, boosting transactions, loyalty and platform growth beyond big-ticket items.
Synopsys (SNPS) stock ought to be on your radar. Here is why – it is presently trading in the support realm ($416.38 – $460.20), levels from which it has bounced significantly before.
The Trillion Dollar Waste Problem and the SMX Proof Layer That Solves It — Neutral
SMX Accesswire — December 02, 2025NEW YORK CITY, NEW YORK / ACCESS Newswire / December 2, 2025 / The world doesn't have a waste problem because it creates too much waste. It has a waste problem because it can't see what it creates.
Element Solutions Inc (ESI) Presents at UBS Global Technology and AI Conference 2025 Transcript — Neutral
ESI Seeking Alpha — December 02, 2025Element Solutions Inc (ESI) Presents at UBS Global Technology and AI Conference 2025 Transcript
Walmart Inc. (WMT) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript — Neutral
WMT Seeking Alpha — December 02, 2025Walmart Inc. (WMT) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Arrow Electronics, Inc. (ARW) Presents at UBS Global Technology and AI Conference 2025 Prepared Remarks Transcript — Neutral
ARW Seeking Alpha — December 02, 2025Arrow Electronics, Inc. (ARW) Presents at UBS Global Technology and AI Conference 2025 Prepared Remarks Transcript
United Natural Foods, Inc. (UNFI) Q1 2026 Earnings Call Transcript — Neutral
UNFI Seeking Alpha — December 02, 2025United Natural Foods, Inc. (UNFI) Q1 2026 Earnings Call Transcript
Option Care Health, Inc. (OPCH) Presents at Bank of America Leveraged Finance Conference Transcript — Neutral
OPCH Seeking Alpha — December 02, 2025Option Care Health, Inc. (OPCH) Presents at Bank of America Leveraged Finance Conference Transcript
Visa Inc. (V) Presents at UBS Global Technology and AI Conference 2025 Transcript — Neutral
V Seeking Alpha — December 02, 2025Visa Inc. (V) Presents at UBS Global Technology and AI Conference 2025 Transcript
JFrog Ltd. (FROG) Presents at UBS Global Technology and AI Conference 2025 Transcript — Neutral
FROG Seeking Alpha — December 02, 2025JFrog Ltd. (FROG) Presents at UBS Global Technology and AI Conference 2025 Transcript
Applied Materials, Inc. (AMAT) Presents at UBS Global Technology and AI Conference 2025 Transcript — Neutral
AMAT Seeking Alpha — December 02, 2025Applied Materials, Inc. (AMAT) Presents at UBS Global Technology and AI Conference 2025 Transcript
Jazz Pharmaceuticals plc (JAZZ) Presents at Citi Annual Global Healthcare Conference 2025 Transcript — Neutral
JAZZ Seeking Alpha — December 02, 2025Jazz Pharmaceuticals plc (JAZZ) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Henry Schein, Inc. (HSIC) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript — Neutral
HSIC Seeking Alpha — December 02, 2025Henry Schein, Inc. (HSIC) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
Boeing is leading the stock market higher today, as next year's cash flow is looking better — Positive
BA Market Watch — December 02, 2025Boeing has not been cash-flow positive on a yearly basis since 2023. That's about to change.