JEF INVESTORS: Jefferies Financial Group Inc. Investors are Notified to Contact BFA Law about its Ongoing Investigation after SEC Probe into Point Bonita Disclosures — Neutral
JEF Newsfile Corp — December 01, 2025New York, New York--(Newsfile Corp. - December 1, 2025) - Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Jefferies Financial Group Inc. (NYSE: JEF) and Point Bonita Capital for potential violations of the federal securities laws after SEC probe is revealed. If you invested in Jefferies or Point Bonita, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/jefferies-financial-group-inc-class-action.
QCOM's Robust Portfolio Drives Revenue Growth: Will the Trend Persist? — Positive
QCOM Zacks Investment Research — December 01, 2025Qualcomm's revenue climbs on surging automotive, IoT and premium handset demand, fueled by its expanding Snapdragon lineup and innovation push.
GOOGL "Platform Game" Against NVDA, Price "Reasonable" to A.I. Peers — Positive
GOOG GOOGL NVDA Schwab Network — December 01, 2025John Buckingham considers Alphabet (GOOGL) "growth at a reasonable price stock" compared to its A.I. peers. While he calls Nvidia (NVDA) the "clear" leader in the space, John says Alphabet is a buy even at current levels.
Entergy Louisiana breaks ground on new, state-of-the-art generation facilities to power reliability, growth and innovation — Neutral
ETR PRNewsWire — December 01, 2025Units will position Louisiana to lead the way on energy and AI dominance and deliver over $650 million in customer savings over the next 15 years RAYVILLE, La. , Dec. 1, 2025 /PRNewswire/ -- Entergy Louisiana broke ground in Richland Parish to mark the start of construction on a pair of new combined-cycle combustion turbine generation facilities recently approved by the Louisiana Public Service Commission.
Evercore Stock Soars Nearly 38% in 6 Months: Is There More Room to Run? — Positive
EVR Zacks Investment Research — December 01, 2025After EVR's 37.9% six-month surge, can its strong investment banking momentum and solid liquidity keep powering the stock higher? Let us discuss.
10-Year Treasury Yield Long-Term Perspective: November 2025 — Neutral
VBIL VGIT VGLT ETF Trends — December 01, 2025This article looks at the 10-year Treasury yield's historical trends since 1962, exploring its relationship with key economic indicators like the Fed Funds Rate (FFR), inflation, and the S&P 500. Fighting Inflation vs.
Synopsys: Nvidia Investment Is What I've Been Waiting For (Rating Upgrade) — Positive
NVDA SNPS Seeking Alpha — December 01, 2025Synopsys, Inc. is known for its pivotal role in the generative AI and semiconductor ecosystem. The Ansys acquisition creates a software powerhouse, with management targeting double-digit revenue and high-teens EPS growth long-term. Nvidia's $2 billion investment and strategic partnership is an important vote of confidence.
Omnicom to cut over 4,000 jobs and shutter legacy ad agencies after IPG acquisition — Negative
IPG OMC Fast Company — December 01, 2025Omnicom said on Monday it will lay off more than 4,000 employees and fold several well-known advertising agency brands after its $13 billion acquisition of rival Interpublic Group.
Baozun: Focus On Q3 Revenue Beat And Potential Profitability Turnaround — Positive
BZUN Seeking Alpha — December 01, 2025Baozun is still deserving of a 'Buy' rating, based on my assessment of its performance and prospects. BZUN's Brand Management segment registered a 20% YoY sales growth in 3Q2025, fueled by new outlets and a high-profile celebrity endorsement. BZUN is implementing cost controls and moving towards higher-margin, asset-light business arrangements for its E-Commerce operations; this puts it in a good position to become profitable for the full-year FY25 and FY26.
Clean Sweep for Carronade as All Three Leading Independent Proxy Advisory Firms Recommend Cannae Shareholders Vote “FOR” All Carronade Nominees on GOLD Proxy Card — Neutral
CNNE GlobeNewsWire — December 01, 2025Egan-Jones Cites Cannae's “Financial Underperformance”, “Misaligned Capital Allocation”, “Lack of Credible Shareholder Distribution Plan” and “Governance Concerns” in Joining ISS and Glass Lewis in Recommending Cannae Shareholders Elect ALL FOUR of Carronade's Nominees
New Agentic Capabilities in AWS Transform Enable Rapid Modernization of Any Code or Application — Neutral
AMZN Business Wire — December 01, 2025LAS VEGAS--(BUSINESS WIRE)--At AWS re:Invent, Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), today announced new agentic AI capabilities in AWS Transform that broaden customers' ability to rapidly modernize legacy applications and code at scale—to realize the full value of AI. Key takeaways AWS Transform custom capability makes rapid, large-scale modernizations possible for all legacy systems across any software, code, library, and framework. AWS Transform accelera.
Banco Macro S.A. (BMA) Q3 2025 Earnings Call Transcript — Neutral
BMA Seeking Alpha — December 01, 2025Banco Macro S.A. ( BMA ) Q3 2025 Earnings Call December 1, 2025 11:00 AM EST Company Participants Nicolas Torres - Investor Relations Jorge Francisco Scarinci - CFO, Finance Manager & IR Manager Conference Call Participants Carlos Gomez-Lopez - HSBC Global Investment Research Ernesto María Gabilondo Márquez - BofA Securities, Research Division Brian Flores - Citigroup Inc., Research Division Pedro Leduc - Itaú Corretora de Valores S.A.
Goldman Sachs to buy Innovator Capital Management in $2B push into active ETFs — Positive
GS Proactive Investors — December 01, 2025Goldman Sachs Group Inc (NYSE:GS, XETRA:GOS) said it will acquire Innovator Capital Management for about $2 billion in cash and equity, expanding its footprint in one of the fastest-growing corners of the investment industry as demand for active exchange-traded funds accelerates. Innovator, regarded as a pioneer in so-called defined outcome or “buffer” ETFs, manages $28 billion in assets under supervision across 159 strategies as of Sept.
S&P 500 to Hit At Least 7,500-Mark in 2026? ETFs in Focus — Positive
IVV SPY VOO Zacks Investment Research — December 01, 2025Wall Street sees the S&P 500 hitting 7,500-8,000 in 2026 on AI-fueled earnings growth and rate-cut hopes. ETFs like VOO, IVV and SPY stand to benefit.
OSR Holdings to Present at the Emerging Growth Conference on December 10, 2025 — Neutral
OSRH PRNewsWire — December 01, 2025BELLEVUE, Wash. , Dec. 1, 2025 /PRNewswire/ -- OSR Holdings, Inc. (NASDAQ: OSRH), a global healthcare company advancing biomedical innovations to improve health and wellness worldwide, today announced that management will present at the upcoming Emerging Growth Conference.
The outage at the e-commerce host interrupted transactions for merchants who use Shopify's technology to sell products online.
Marsh McLennan Agency Acquires Three Hawai‘i-based Insurance Brokerages — Neutral
MMC Business Wire — December 01, 2025WHITE PLAINS, N.Y.--(BUSINESS WIRE)--Marsh McLennan Agency (MMA), a business of Marsh and a leading provider of business insurance, employee health and benefits, retirement and wealth, and private client insurance solutions across the US and Canada, today announced the acquisition of several privately owned Honolulu, Hawai‘i-based insurance brokerages from Tradewind Group, a diversified Hawai‘i investment company. Terms of the acquisition were not disclosed. Collectively, Atlas Insurance Agency.
Fortinet: Cybersecurity Growth Story Unshaken After Recent Sell-Off — Positive
FTNT Seeking Alpha — December 01, 2025Fortinet is rated a Buy with a $98 price target, implying a 23% upside driven by robust double-digit growth and AI-powered tailwinds. FTNT reported FQ3 2025 revenue of $1.72B (+14% YoY) and EPS of $0.74 (+17% YoY), both beating analyst estimates and demonstrating strong demand. The company achieved 18% product revenue growth, a 37% non-GAAP operating margin, and rapid expansion in AI-driven security operations, supporting its premium valuation.
Salesforce Enjoys Retail Spotlight Before Earnings — Positive
CRM Schaeffers Research — December 01, 2025Salesforce Inc (NYSE:CRM) stock was last seen up 1.5% to trade at $234.08, brushing off a price-target cut to $300 from $315.
Newell Brands to close Yankee Candle stores, cut jobs — Negative
NWL Fox Business — December 01, 2025Newell Brands to close 20 Yankee Candle stores and cut 900 jobs as part of an optimization plan to streamline operations and align with shopping trends.