Can NCLH's Load-Factor Pivot Unlock the Next Phase of Yield Growth? — Positive

NCLH   Zacks Investment Research — December 02, 2025

Norwegian Cruise leans on higher Load Factors, short-Caribbean growth and a revamped Great Stirrup Cay to drive sustained yield and margin gains into 2026.

image for news Can NCLH's Load-Factor Pivot Unlock the Next Phase of Yield Growth?

ServiceTitan Set to Report Q3 Earnings: What's in Store for the Stock? — Positive

TTAN   Zacks Investment Research — December 02, 2025

TTAN projects fiscal Q3 revenues rising 19.66% as AI tools and automation demand fuel strong growth momentum.

image for news ServiceTitan Set to Report Q3 Earnings: What's in Store for the Stock?

Imperial Oil Limited: I'm Here For The Buybacks And Dividend — Positive

IMO   Seeking Alpha — December 02, 2025

Imperial Oil is a vertically integrated energy company operating in Canada. Its approach provides reliable long-term growth. Having both upstream and downstream operations means results can vary widely, but eventually often evens out. The balance sheet is healthy with little long-term debt, meaning most excess capital can flow to shareholders instead.

image for news Imperial Oil Limited: I'm Here For The Buybacks And Dividend

CACI International Inc (CACI) Presents at UBS Global Industrials and Transportation Conference Transcript

image for news CACI International Inc (CACI) Presents at UBS Global Industrials and Transportation Conference Transcript

The Bank of Nova Scotia (BNS:CA) Q4 2025 Earnings Call Transcript — Neutral

BNS   Seeking Alpha — December 02, 2025

The Bank of Nova Scotia (BNS:CA) Q4 2025 Earnings Call Transcript

image for news The Bank of Nova Scotia (BNS:CA) Q4 2025 Earnings Call Transcript

Eaton Corporation plc (ETN) Presents at UBS Global Industrials and Transportation Conference Transcript

image for news Eaton Corporation plc (ETN) Presents at UBS Global Industrials and Transportation Conference Transcript

NXP Semiconductors N.V. (NXPI) Presents at UBS Global Technology and AI Conference 2025 Transcript

image for news NXP Semiconductors N.V. (NXPI) Presents at UBS Global Technology and AI Conference 2025 Transcript

How Realistic Is SOUN's Path to a Breakeven Operating Profile in 2026? — Positive

SOUN   Zacks Investment Research — December 02, 2025

SoundHound sharpens its path to 2026 breakeven as cash strength, rising margins and integration synergies reinforce its expanding revenue base.

image for news How Realistic Is SOUN's Path to a Breakeven Operating Profile in 2026?

CRWD in "Right Place, Right Time" Amid Tech Expansion — Positive

CRWD   Schwab Network — December 02, 2025

Datavault AI (DVLT) CEO Nathaniel Bradley Returns to Morning Trade Live and offers a bullish take on CrowdStrike (CRWD) ahead of the cybersecurity firm's earnings. He says CrowdStrike is in the "right place at the right time" as A.I.

image for news CRWD in "Right Place, Right Time" Amid Tech Expansion

Receiving the highest distinction a Salesforce Solution partner can achieve, reinforces Globant's deep and proven expertise in integration, data, and AI-driven transformation. NEW YORK , Dec. 2, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company that helps organizations thrive in a digital and AI-powered future, today announced it was recognized by Salesforce for achieving the expert-level implementation in MuleSoft Anypoint, Data Cloud and Agentforce platforms — the highest distinction a Salesforce Solution partner can achieve— highlighting its leadership in integration, data, and AI-driven transformation.

image for news Globant Recognized by Salesforce For Achieving Expert-level Implementation in Next-Gen Platforms: MuleSoft, Data Cloud and Agentforce

MongoDB Stock Soars as Strong Earnings and Guidance Impress Investors — Positive

MDB   Investopedia — December 02, 2025

Database software maker MongoDB's (MDB) stock is soaring after the company posted stronger-than-expected quarterly results and a solid forecast.

image for news MongoDB Stock Soars as Strong Earnings and Guidance Impress Investors

Boeing shares jump as CFO signals strong recovery — Positive

BA   Proactive Investors — December 02, 2025

Boeing Co (NYSE:BA, XETRA:BCO) shares added almost 10% on Tuesday after its chief financial officer Jay Malave said the company's recovery is "in full force" when speaking at the UBS Global Industrials and Transportation Conference. Malave highlighted that Boeing plans to complete its acquisition of Spirit AeroSystems by the end of this year, despite noting that November aircraft deliveries were “a little light.

image for news Boeing shares jump as CFO signals strong recovery

Edgewell Personal Care Company (EPC) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript

image for news Edgewell Personal Care Company (EPC) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript

Solventum Corporation (SOLV) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript

image for news Solventum Corporation (SOLV) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript

Mastercard Incorporated (MA) Presents at UBS Global Technology and AI Conference 2025 Transcript

image for news Mastercard Incorporated (MA) Presents at UBS Global Technology and AI Conference 2025 Transcript

Rocket Mortgage Parent Primed For This Kind Of Option Trade — Positive

RKT   Investors Business Daily — December 02, 2025

For traders with a neutral-to-slightly bullish view on Rocket Mortgage-parent Rocket Cos., a cash-secured put could work.

image for news Rocket Mortgage Parent Primed For This Kind Of Option Trade

LOS ANGELES--(BUSINESS WIRE)---- $SFM--SFM Investors Have Opportunity to Lead Sprouts Farmers Market, Inc. Securities Fraud Lawsuit with the Schall Law Firm.

image for news SFM Investors Have Opportunity to Lead Sprouts Farmers Market, Inc. Securities Fraud Lawsuit with the Schall Law Firm

Uniti Group Remains One Of The Best Plays On AI — Positive

UNIT   Seeking Alpha — December 02, 2025

Uniti Group is a top holding in my concentrated portfolio, rated a "Strong Buy" due to its transformative merger with Windstream. UNIT is positioned to capitalize on explosive growth in generative AI and fiber markets, with management targeting significant market share and revenue expansion. Despite a high debt load, UNIT's robust fiber network, rising penetration rates, and ambitious growth targets offer massive upside potential for shareholders.

image for news Uniti Group Remains One Of The Best Plays On AI

Beyond Meat Inc. (NASDAQ: BYND) just did something that looks impossible on paper. The stock exploded 36% in a single session and nearly 50% across two days — even as the company reported a $110.7 million quarterly loss, a 13% revenue decline and a 10% drop in volumes.

image for news Beyond Meat's 36% Single-Day Rally Isn't A Comeback — It's A Warning

What's Going On With Cancer Firm Kazia Therapeutics — Positive

KZIA   Benzinga — December 02, 2025

Kazia Therapeutics Limited (NASDAQ: KZIA) announced a private placement of approximately $50 million in shares and prefunded warrants, at a purchase price per share equivalent to $5 per ADS. Each ADS represents 500 ordinary shares.

image for news What's Going On With Cancer Firm Kazia Therapeutics