@Stockstotrade's Tim Bohen says his fundamental market view hasn't changed: tech is here to stay and the underlying support for fundamentals are intact. As for today's Big 3, he points to a growing quantum opportunity in GigaCloud Technology (GCT), Broadcom (AVGO) recapturing bullish momentum amid a shaky A.I.
Trade Tracker: Bryn Talkington buys more Blue Owl Tech — Positive
OTF CNBC Television — November 28, 2025Bryn Talkington, Managing Partner of Requisite Capital Management, joins CNBC's "Halftime Report" to explain why she's buying more Blue Owl Tech.
CrowdStrike: Margins And Growth Rate Will Be Crucial (Earnings Preview) — Positive
CRWD Seeking Alpha — November 28, 2025CrowdStrike Holdings, Inc. remains a high-quality cybersecurity leader, but its premium valuation keeps me on the sidelines despite strong fundamentals. CRWD's free cash flow margin is improving even as gross margins decline, highlighting increasing capital efficiency and a focus for the upcoming earnings report. Much of CRWD's share price gains stem from multiple expansion, with continued growth but a decelerating revenue growth rate that could pressure valuation if it falls below 20%.
Trade Tracker: Stephanie Link adds to Dick's Sporting Goods — Positive
DKS CNBC Television — November 28, 2025Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail why she's adding to Dick's Sporting Goods
SLVP: A Quasi-Silver Miner ETF For Higher Risk Investors — Positive
SIL SILJ SIVR SLV SLVP Seeking Alpha — November 28, 2025The iShares MSCI Global Silver and Metals Miners ETF (SLVP) offers cost-efficient, concentrated exposure to global silver, gold and precious metals miners, across the market-cap spectrum. SLVP has outperformed larger peers, while charging lower fees, and is favorably exposed to Canadian miners who may profit as production in other regions are set to be curtailed. SLVP can be construed to be a levered play on silver prices and higher demand for solar applications.
Malcolm Ethridge, Managing Partner at Capital Area Planning Group, joins CNBC's Halftime Report to explain why he's buying more Zscaler here.
Expanse Studios Signs Strategic Game Distribution Agreement with Admiral Bet — Neutral
GMGI GlobeNewsWire — November 28, 2025LAS VEGAS, Nov. 28, 2025 (GLOBE NEWSWIRE) -- Expanse Studios, the B2B iGaming content development arm of Golden Matrix Group Inc. (NASDAQ: GMGI), has signed a strategic European content partnership with AdmiralBet, a betting and gaming operator and member of the global Novomatic Group. The collaboration enables AdmiralBet to integrate and distribute a portfolio of Expanse Studios' top-performing proprietary titles, including Super Heli, Titan Roulette, 100 Super Icy, and Wild Icy Fruits, across its online platforms.
Dubai Built the Infrastructure, SMX Gave It the Proof and Now the World is Paying Attention — Neutral
SMX Accesswire — November 28, 2025NEW YORK, NY / ACCESS Newswire / November 28, 2025 / Dubai has spent years building the most sophisticated commodity ecosystem in the Middle East, but the real shift did not happen with new free zones or massive logistics hubs. It happened when the DMCC began redefining itself as the global center of material verification.
Rocket Lab Stock Could Bounce Off Multiple Support Layers — Positive
RKLB Schaeffers Research — November 28, 2025Subscribers to Schaeffer's Weekend Trader options recommendation service received this RKLB commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
India's Adani seeks up to $5 billion investment in Google data center to join AI boom — Positive
GOOG GOOGL Reuters — November 28, 2025India's Adani Group plans to invest up to $5 billion in Alphabet-owned Google's India AI data centre project, an executive said on Friday, as it seeks to cash in on booming demand for data capacity in the world's most populous nation.
Coinbase vs. Riot Platforms: Which Bitcoin-Exposed Crypto Play Wins? — Neutral
COIN RIOT Zacks Investment Research — November 28, 2025COIN rides regulatory clarity and ecosystem growth, while RIOT bets big on AI-fueled data centers beyond mining.
Rosen Law Firm Encourages Tandem Diabetes Care, Inc. Investors to Inquire About Securities Class Action Investigation - TNDM — Neutral
TNDM PRNewsWire — November 28, 2025NEW YORK , Nov. 28, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Tandem Diabetes Care, Inc. (NASDAQ: TNDM) resulting from allegations that Tandem Diabetes Care may have issued materially misleading business information to the investing public. So What: If you purchased Tandem Diabetes Care securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
2 Network Software Stocks to Watch From a Challenging Industry — Positive
GNSS ONDS Zacks Investment Research — November 28, 2025Communication-Network Software providers like ONDS and GNSS benefit from the ongoing digitalization efforts, including a shift to cloud computing and strong deployment of AI-based applications.
ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Avantor, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - AVTR — Neutral
AVTR GlobeNewsWire — November 28, 2025NEW YORK, Nov. 28, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Avantor, Inc. (NYSE: AVTR) between March 5, 2024 and October 28, 2025, both dates inclusive (the “Class Period”), of the important December 29, 2025 lead plaintiff deadline.
SMX is Giving Plastics the One Thing the Market Never Saw: Proof — Neutral
SMX Accesswire — November 28, 2025NEW YORK, NY / ACCESS Newswire / November 28, 2025 / The global plastics system has lived with the same recurring flaw for decades. No one could reliably verify what was truly recycled, what was partially recycled, and what was simply being passed off as recycled.
Major data outage halts US options and futures trading for more than 10 hours — due to overheating — Negative
CME New York Post — November 28, 2025A major data center outage halted futures and options trading early Friday, leaving investors in the dark for more than 10 hours.
Alnylam Pharmaceuticals, Inc. (NASDAQ: ALNY) stock is trading higher on Friday, with no news to justify the movement.
RIO vs. VALE: Which Global Mining Powerhouse is the Better Buy Now? — Positive
RIO VALE Zacks Investment Research — November 28, 2025Rio Tinto and Vale battle for upside as iron ore output, energy-transition metals growth and earnings outlooks diverge.
AI Stocks You Should Buy to Boost and Reenergize Your Portfolio — Positive
ADI MU NVDA Zacks Investment Research — November 28, 2025Here, we have picked three AI stocks, NVDA, MU and ADI, which are well-poised to benefit from AI's growing use and ability to solve complex problems.
WULF vs. CLSK: Which Bitcoin Miner Has Better Upside Potential? — Positive
CLSK WULF Zacks Investment Research — November 28, 2025CLSK's strong fiscal gains and AI buildout outshine WULF's heavy losses and leverage, making it the superior bet.