Carpenter Technology: Why FY27 Won't Be The Peak — Positive

CRS   Seeking Alpha — December 02, 2025

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.

image for news Carpenter Technology: Why FY27 Won't Be The Peak

PGIM Jennison Natural Resources Fund Q3 2025 Contributors And Detractors — Positive

AEM  AETUF  EGO  EQT  EXE  HBM   Seeking Alpha — December 02, 2025

PGIM 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).

image for news PGIM Jennison Natural Resources Fund Q3 2025 Contributors And Detractors

TriplePoint Venture Growth: Q3 Earnings Reinforce Structural Improvements — Positive

TPVG   Seeking Alpha — December 02, 2025

TriplePoint 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.

image for news TriplePoint Venture Growth: Q3 Earnings Reinforce Structural Improvements

NEW 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.

image for news KBRA Assigns Preliminary Ratings to Pagaya AI Debt Grantor Trust 2025-8 & Pagaya AI Debt Trust 2025-8

Amazon Releases AI Agents It Says Can Work for Days at a Time — Positive

AMZN   WSJ — December 02, 2025

AWS 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.

image for news Amazon Releases AI Agents It Says Can Work for Days at a Time

Can Affirm's Low-Ticket Purchases Outgrow Its Big-Ticket Categories? — Positive

AFRM   Zacks Investment Research — December 02, 2025

AFRM shifts focus to everyday low-ticket purchases, boosting transactions, loyalty and platform growth beyond big-ticket items.

image for news Can Affirm's Low-Ticket Purchases Outgrow Its Big-Ticket Categories?

Is Synopsys Stock's Selloff Over? — Neutral

SNPS   Forbes — December 02, 2025

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.

image for news Is Synopsys Stock's Selloff Over?

The Trillion Dollar Waste Problem and the SMX Proof Layer That Solves It — Neutral

SMX   Accesswire — December 02, 2025

NEW 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.

image for news The Trillion Dollar Waste Problem and the SMX Proof Layer That Solves It

Element Solutions Inc (ESI) Presents at UBS Global Technology and AI Conference 2025 Transcript

image for news Element 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

image for news Walmart 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

image for news Arrow 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, 2025

United Natural Foods, Inc. (UNFI) Q1 2026 Earnings Call Transcript

image for news United Natural Foods, Inc. (UNFI) Q1 2026 Earnings Call Transcript

Option Care Health, Inc. (OPCH) Presents at Bank of America Leveraged Finance Conference Transcript

image for news Option 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

image for news Visa 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

image for news JFrog 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

image for news Applied 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

image for news Jazz 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

image for news Henry Schein, Inc. (HSIC) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript

Disruptive Theme of the Week: Stablecoin — Negative

BITQ  BKCH  BLOK  CRCA  SATO   ETF Trends — December 02, 2025

On October 10, 2025, the crypto markets experienced a “flash crash” that caused bitcoin to erase this year's gains and drop 30% from its peak.

image for news Disruptive Theme of the Week: Stablecoin

RADNOR, Pa., Dec. 02, 2025 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) is currently investigating potential violations of the federal securities laws on behalf of investors of uniQure N.V. (NASDAQ: QURE) (“uniQure”).

image for news QURE Investigation: Kessler Topaz Meltzer & Check, LLP Encourages uniQure N.V. (NASDAQ: QURE) Investors with Significant Losses to Contact the Firm