Can NCLH's Load-Factor Pivot Unlock the Next Phase of Yield Growth? — Positive
NCLH Zacks Investment Research — December 02, 2025Norwegian Cruise leans on higher Load Factors, short-Caribbean growth and a revamped Great Stirrup Cay to drive sustained yield and margin gains into 2026.
ServiceTitan Set to Report Q3 Earnings: What's in Store for the Stock? — Positive
TTAN Zacks Investment Research — December 02, 2025TTAN projects fiscal Q3 revenues rising 19.66% as AI tools and automation demand fuel strong growth momentum.
Imperial Oil Limited: I'm Here For The Buybacks And Dividend — Positive
IMO Seeking Alpha — December 02, 2025Imperial 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.
CACI International Inc (CACI) Presents at UBS Global Industrials and Transportation Conference Transcript — Neutral
CACI Seeking Alpha — December 02, 2025CACI 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, 2025The Bank of Nova Scotia (BNS:CA) Q4 2025 Earnings Call Transcript
Eaton Corporation plc (ETN) Presents at UBS Global Industrials and Transportation Conference Transcript — Neutral
ETN Seeking Alpha — December 02, 2025Eaton 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 — Neutral
NXPI Seeking Alpha — December 02, 2025NXP 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, 2025SoundHound sharpens its path to 2026 breakeven as cash strength, rising margins and integration synergies reinforce its expanding revenue base.
CRWD in "Right Place, Right Time" Amid Tech Expansion — Positive
CRWD Schwab Network — December 02, 2025Datavault 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.
Globant Recognized by Salesforce For Achieving Expert-level Implementation in Next-Gen Platforms: MuleSoft, Data Cloud and Agentforce — Neutral
GLOB PRNewsWire — December 02, 2025Receiving 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.
MongoDB Stock Soars as Strong Earnings and Guidance Impress Investors — Positive
MDB Investopedia — December 02, 2025Database software maker MongoDB's (MDB) stock is soaring after the company posted stronger-than-expected quarterly results and a solid forecast.
Boeing shares jump as CFO signals strong recovery — Positive
BA Proactive Investors — December 02, 2025Boeing 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.
Edgewell Personal Care Company (EPC) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript — Neutral
EPC Seeking Alpha — December 02, 2025Edgewell 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 — Neutral
SOLV Seeking Alpha — December 02, 2025Solventum Corporation (SOLV) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
Mastercard Incorporated (MA) Presents at UBS Global Technology and AI Conference 2025 Transcript — Neutral
MA Seeking Alpha — December 02, 2025Mastercard 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, 2025For traders with a neutral-to-slightly bullish view on Rocket Mortgage-parent Rocket Cos., a cash-secured put could work.
SFM Investors Have Opportunity to Lead Sprouts Farmers Market, Inc. Securities Fraud Lawsuit with the Schall Law Firm — Neutral
SFM Business Wire — December 02, 2025LOS ANGELES--(BUSINESS WIRE)---- $SFM--SFM Investors Have Opportunity to Lead Sprouts Farmers Market, Inc. Securities Fraud Lawsuit with the Schall Law Firm.
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.
Beyond Meat's 36% Single-Day Rally Isn't A Comeback — It's A Warning — Neutral
BYND Benzinga — December 02, 2025Beyond 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.
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.