Case for GOOGL & NVDA Rallies Ahead, Bracing for More Dovish FOMC — Positive
GOOG GOOGL NVDA Schwab Network — November 28, 2025Phil 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.
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.
SEC reportedly investigating Jefferies over First Brands exposure — Negative
JEF Proactive Investors — November 28, 2025The 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.
Telix Pharmaceuticals Ltd. Shareholders with Large Losses Should Contact Robbins LLP for Information About the TLX Class Action — Neutral
TLX PRNewsWire — November 28, 2025SAN 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.
LRN Investors Have Opportunity to Lead Stride, Inc. Securities Fraud Lawsuit with the Schall Law Firm — Neutral
LRN GlobeNewsWire — November 28, 2025LOS 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.
Precious Metals are Becoming Data Assets: How SMX Turns Bullion Into Self-Reporting Materials — Neutral
SMX Accesswire — November 28, 2025NEW YORK, NY / ACCESS Newswire / November 28, 2025 / For most of history, gold has behaved like a silent asset. It sits in vaults.
Consumers are ‘sensitive to what they are spending' these days, says UBS' Michael Lasser — Neutral
UBS CNBC Television — November 28, 2025Michael 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
Here's Why Momentum in Great Lakes Dredge & Dock (GLDD) Should Keep going — Positive
GLDD Zacks Investment Research — November 28, 2025Great 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.
Bread Financial (BFH) Is Attractively Priced Despite Fast-paced Momentum — Positive
BFH Zacks Investment Research — November 28, 2025Bread 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.
This International ETF Might Be a Better Buy Than the VOO or QQQ — Positive
VEA 24/7 Wall Street — November 28, 2025The 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.
What Alphabet's CEO Just Said Should Get Quantum Computing Investors Very Excited — Neutral
GOOG GOOGL 24/7 Wall Street — November 28, 2025Quantum 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.
UNH Battles MCR, Optum Bandages: But the Real Wild Card is Washington — Positive
UNH Zacks Investment Research — November 28, 2025UnitedHealth grapples with a surging MCR as Optum's strength steadies results while Washington's policy moves loom large.
IREN Limited: A Speculative Gem In The AI Cloud Landscape — Positive
IREN Seeking Alpha — November 28, 2025IREN 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.
Biogen shares could climb on Leqembi uptake – Jefferies — Positive
BIIB JEF Proactive Investors — November 28, 2025Biogen 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.
BURL Eyes $1.6B Operating Income by FY28 With Strategic Expansion — Positive
BURL Zacks Investment Research — November 28, 2025Burlington targets $1.6 billion operating income by fiscal 2028 as margin gains strengthen and an aggressive store expansion plan accelerates growth.
Coty Accelerates AI Across Operations: A New Margin Lever? — Positive
COTY Zacks Investment Research — November 28, 2025COTY accelerates AI across operations, from procurement to content creation, aiming to boost efficiency and unlock resources as early benefits emerge.
Rare Earth Reality Check: How SMX Finally Gives Strategic Minerals a Proven Identity — Neutral
SMX Accesswire — November 28, 2025NEW 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?
NNE vs. SMR: Which Small Nuclear Reactor Stock Has More Potential? — Neutral
NNE SMR Zacks Investment Research — November 28, 2025NNE 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.
Diversified Energy Expands Portfolio With Canvas Energy Acquisition — Positive
DEC Zacks Investment Research — November 28, 2025DEC's acquisition of Canvas Energy lifts production, expands its Oklahoma position and strengthens financial flexibility through a major ABS deal.
Can IBM Sustain a Healthy Profit Margin in the Software Segment? — Positive
IBM Zacks Investment Research — November 28, 2025Over 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.