Case for GOOGL & NVDA Rallies Ahead, Bracing for More Dovish FOMC — Positive

GOOG  GOOGL  NVDA   Schwab Network — November 28, 2025

Phil Rosen believes the recent tech sell-off has been overblown and creates new buying opportunities for investors. As for the TPU and GPU discussions surrounding Alphabet (GOOGL) and Nvidia (NVDA), he sees both companies continuing to prosper for the foreseeable future.

image for news Case for GOOGL & NVDA Rallies Ahead, Bracing for More Dovish FOMC

Merck: Excellence Across The Board — Positive

MRK   Seeking Alpha — November 28, 2025

Merck (MRK) demonstrates excellence across the board through its resilient revenue mix, expanding profitability, and stellar capital allocation. MRK's innovation, highlighted by Keytruda's dominance and diversified revenue streams, supports strong profitability and mitigates concentration risk. MRK's proven investment track record and consistent dividend growth further reinforce its appeal as a long-term investment opportunity.

image for news Merck: Excellence Across The Board

SEC reportedly investigating Jefferies over First Brands exposure — Negative

JEF   Proactive Investors — November 28, 2025

The US Securities and Exchange Commission (SEC) is investigating Jefferies Financial Group (NYSE:JEF) regarding its disclosures and relationship with First Brands Group, the bankrupt auto parts supplier whose $12 billion collapse has drawn regulatory attention, according to a report by the Financial Times. The inquiry reportedly centers on whether Jefferies adequately informed investors in its Point Bonita fund, which held roughly $715 million in receivables linked to First Brands, about the extent of their exposure.

image for news SEC reportedly investigating Jefferies over First Brands exposure

SAN DIEGO , Nov. 28, 2025 /PRNewswire/ -- Company: Telix Pharmaceuticals Ltd. (NASDAQ: TLX) is a biopharmaceutical company focused on the development and commercialization of therapeutic and diagnostic radiopharmaceuticals and associated medical technologies.

image for news Telix Pharmaceuticals Ltd. Shareholders with Large Losses Should Contact Robbins LLP for Information About the TLX Class Action

LOS ANGELES, Nov. 28, 2025 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Stride, Inc. (“Stride” or “the Company”) (NYSE: LRN) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between October 22, 2024 and October 28, 2025, inclusive (the “Class Period”), are encouraged to contact the firm before January 12, 2026.

image for news LRN Investors Have Opportunity to Lead Stride, Inc. Securities Fraud Lawsuit with the Schall Law Firm

NEW YORK, NY / ACCESS Newswire / November 28, 2025 / For most of history, gold has behaved like a silent asset. It sits in vaults.

image for news Precious Metals are Becoming Data Assets: How SMX Turns Bullion Into Self-Reporting Materials

Michael Lasser, UBS senior research analyst, joins CNBC's 'Squawk on the Street' to break down holiday expectations amid macroeconomic uncertainty, the state of the consumer, and more

image for news Consumers are ‘sensitive to what they are spending' these days, says UBS' Michael Lasser

Here's Why Momentum in Great Lakes Dredge & Dock (GLDD) Should Keep going — Positive

GLDD   Zacks Investment Research — November 28, 2025

Great Lakes Dredge & Dock (GLDD) made it through our "Recent Price Strength" screen and could be a great choice for investors looking to make a profit from stocks that are currently on the move.

image for news Here's Why Momentum in Great Lakes Dredge & Dock (GLDD) Should Keep going

Bread Financial (BFH) Is Attractively Priced Despite Fast-paced Momentum — Positive

BFH   Zacks Investment Research — November 28, 2025

Bread Financial (BFH) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

image for news Bread Financial (BFH) Is Attractively Priced Despite Fast-paced Momentum

This International ETF Might Be a Better Buy Than the VOO or QQQ — Positive

VEA   24/7 Wall Street — November 28, 2025

The international ETFs have had quite the impressive year, outperforming the likes of the Vanguard S&P 500 ETF (NYSEARCA:VOO) as well as the Invesco QQQ Trust (NASDAQ:QQQ) so far this year while rolling over far fewer bumps in the road.

image for news This International ETF Might Be a Better Buy Than the VOO or QQQ

What Alphabet's CEO Just Said Should Get Quantum Computing Investors Very Excited — Neutral

GOOG  GOOGL   24/7 Wall Street — November 28, 2025

Quantum computing promises to revolutionize fields like drug discovery, cryptography, and climate modeling by solving complex problems in minutes that would take classical supercomputers billions of years.

image for news What Alphabet's CEO Just Said Should Get Quantum Computing Investors Very Excited

UNH Battles MCR, Optum Bandages: But the Real Wild Card is Washington — Positive

UNH   Zacks Investment Research — November 28, 2025

UnitedHealth grapples with a surging MCR as Optum's strength steadies results while Washington's policy moves loom large.

image for news UNH Battles MCR, Optum Bandages: But the Real Wild Card is Washington

IREN Limited: A Speculative Gem In The AI Cloud Landscape — Positive

IREN   Seeking Alpha — November 28, 2025

IREN is pivoting from Bitcoin mining to an AI cloud and data center business, driving significant investor interest. The company differentiates itself by controlling the entire infrastructure stack, from power substations to GPUs, and focuses on colocation and GPU-as-a-Service offerings. A $9.7 billion, five-year GPU cloud services contract with Microsoft validates IREN's strategic shift and secures a stable, long-term revenue stream.

image for news IREN Limited: A Speculative Gem In The AI Cloud Landscape

Biogen shares could climb on Leqembi uptake – Jefferies — Positive

BIIB  JEF   Proactive Investors — November 28, 2025

Biogen Inc (NASDAQ:BIIB, XETRA:IDP) could see its stock move higher over the next two years as progress on its Alzheimer's drug Leqembi and a series of late-stage pipeline readouts draw more investor attention, according to Jefferies. The broker, which rates the stock Buy with a price target of $210, said Leqembi's trajectory in early Alzheimer's disease “could accelerate” if a subcutaneous induction version wins approval in mid-2026, enabling full at-home use.

image for news Biogen shares could climb on Leqembi uptake – Jefferies

BURL Eyes $1.6B Operating Income by FY28 With Strategic Expansion — Positive

BURL   Zacks Investment Research — November 28, 2025

Burlington targets $1.6 billion operating income by fiscal 2028 as margin gains strengthen and an aggressive store expansion plan accelerates growth.

image for news BURL Eyes $1.6B Operating Income by FY28 With Strategic Expansion

Coty Accelerates AI Across Operations: A New Margin Lever? — Positive

COTY   Zacks Investment Research — November 28, 2025

COTY accelerates AI across operations, from procurement to content creation, aiming to boost efficiency and unlock resources as early benefits emerge.

image for news Coty Accelerates AI Across Operations: A New Margin Lever?

NEW YORK, NY / ACCESS Newswire / November 28, 2025 / The rare earth sector has spent the past decade trying to answer a question that never had a reliable solution. How do you prove where a mineral truly comes from when it passes through multiple countries, multiple processors, and multiple stages before it becomes a usable component?

image for news Rare Earth Reality Check: How SMX Finally Gives Strategic Minerals a Proven Identity

NNE vs. SMR: Which Small Nuclear Reactor Stock Has More Potential? — Neutral

NNE  SMR   Zacks Investment Research — November 28, 2025

NNE and SMR are both working on small nuclear reactors. NNE's shares registered an 11.7% gain versus SMR's 35.8% decline over the past year.

image for news NNE vs. SMR: Which Small Nuclear Reactor Stock Has More Potential?

Diversified Energy Expands Portfolio With Canvas Energy Acquisition — Positive

DEC   Zacks Investment Research — November 28, 2025

DEC's acquisition of Canvas Energy lifts production, expands its Oklahoma position and strengthens financial flexibility through a major ABS deal.

image for news Diversified Energy Expands Portfolio With Canvas Energy Acquisition

Can IBM Sustain a Healthy Profit Margin in the Software Segment? — Positive

IBM   Zacks Investment Research — November 28, 2025

Over the years, International Business Machines Corporation's IBM Software segment has recorded healthy profit growth backed by a strong focus on product innovation and a growing adoption of its hybrid cloud services. The Software segment includes Hybrid Cloud (previously reported as Red Hat), Automation, Data and Transaction Processing businesses.

image for news Can IBM Sustain a Healthy Profit Margin in the Software Segment?