Wasatch Global Opportunities Fund Q3 2025 Contributors And Detractors — Positive
BYCRF FOUR MEDP MOD MONOY Seeking Alpha — November 27, 2025A longtime holding in many of our small-cap funds, Shift4 is a U.S. company that provides payment processing solutions for hospitality, retail and e‑commerce businesses. Five-Star is an Indian company that provides small-business and mortgage loans to eligible borrowers to meet their business and personal needs. Modine has experienced substantial growth from its data-center business, which likely played a role in driving the stock higher.
OPEC+ expected to hold oil output policy steady for Q1, sources say — Neutral
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Reuters — November 27, 2025OPEC+ is likely to leave oil output levels unchanged at its meetings on Sunday and to agree on a mechanism to assess members' maximum production capacity, two delegates from the group and a source familiar with OPEC+ talks told Reuters.
Circle's Arc Network Gains Momentum: Is It the Next Growth Catalyst? — Positive
CRCL Zacks Investment Research — November 27, 2025CRCL's Arc Network enters public testing with 100+ major partners, positioning Circle for a potential leap in internet-finance growth.
Amazon Enters Correction Zone—Time to Panic, or to Load Up? — Neutral
AMZN MarketBeat — November 27, 2025Shares of Amazon.com Inc. NASDAQ: AMZN have spent the past two weeks under pressure, sliding from record highs near $260 at the start of the month to almost $215 last week. The good news for investors is that despite that sharp move, the stock hasn't broken any key technical levels, and momentum is already improving.
Chevron's Pivot to Data Centers Signals a New Growth Frontier — Positive
CVX Zacks Investment Research — November 27, 2025CVX's first power project in West Texas marks a strategic shift toward powering global data centers as AI-driven energy demand accelerates.
Mondelez Delivers a Solid Q3: Does the Guidance Cut Signal Trouble? — Positive
MDLZ Zacks Investment Research — November 27, 2025MDLZ posts a strong Q3 but trims its outlook as retailer destocking, soft Europe demand and tariff uncertainty cloud near-term momentum.
3 Millionaire-Maker Stocks to Buy Right Now — Neutral
AAPL GOOG NFLX 24/7 Wall Street — November 27, 2025With a little more than a month left in this fiscal year, many investors are looking to rebalance their portfolios and reposition their holdings for what could be a more volatile year ahead.
Dividend Harvesting Portfolio Week 247: $24,700 Allocated, $2,737.06 In Projected Dividends — Neutral
AMLP ET MO NVDA OHI STWD Seeking Alpha — November 27, 2025The Dividend Harvesting Portfolio is positioned for long-term growth, benefiting from a lower rate environment and the ongoing A.I. revolution. Despite NVDA's stellar earnings, market volatility persists due to rising unemployment and uncertainty around Fed rate cuts, highlighting recession risks. Weekly additions include GPIQ, AMLP, and STWD, focusing on high-yield, income-generating assets while maintaining sector diversification and risk mitigation.
Amazon is the only Mag‑7 stock badly lagging this year, yet its AI and AWS fundamentals keep strengthening, setting up an appealing 2026 rotation candidate in my view. Q3 delivered another double‑beat, with revenue up ~13% and EPS up ~36%; AWS backlog hit $200 billion, and AI workloads are growing roughly three times faster than core cloud. I see Amazon's full‑stack AI approach - Trainium chips, Bedrock platform and Nova models - reducing GPU dependency, sharpening unit economics and positioning AWS as a differentiated AI infrastructure leader.
BIGGEST FIGHT OF THE YEAR: Jake Paul vs. Anthony Joshua set to ROCK Netflix — Neutral
NFLX Fox Business — November 27, 2025Most Valuable Promotions Co-Founder Nakisa Bidarian joins ‘Varney & Co.' to discuss Jake Paul's upcoming fight against heavyweight champion Anthony Joshua.
ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Inspire Medical Systems, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - INSP — Neutral
INSP GlobeNewsWire — November 27, 2025NEW YORK, Nov. 27, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Inspire Medical Systems, Inc. (NYSE: INSP) between August 6, 2024 and August 4, 2025, both dates inclusive (the “Class Period”), of the important January 5, 2026 lead plaintiff deadline. SO WHAT: If you purchased Inspire Medical common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
Titan Machinery: The Agriculture Industry's Struggles Continue — Neutral
TITN Seeking Alpha — November 27, 2025Titan Machinery reported better Q3 financials than expected. Aggressive inventory reduction and a good sales mix drove earnings resilience in a weak industry backdrop. The outlook remains concerning. TITN's EU subvention tailwind is subsiding, gross margin gains will reverse in Q4, and farmer income remains weak. I estimate TITN to be fairly valued at $17.6. The valuation is volatile.
SoundHound's Breakeven In FY2026 Triggers My Buy Rating After Steep Sell-Off — Positive
SOUN Seeking Alpha — November 27, 2025I am listening to my own advice and buying SoundHound after the much-needed -47.5% meltdown from recent heights, given the improved margin of safety and recent bounce at $11s. SOUN now trades at a more attractive EV/Sales multiple, with the $1.2B booking backlog providing great insights into its multi-year high-growth cadence. The company's acquisition strategy accelerates innovation and cross-/upselling opportunities, albeit with near-term gross margin headwinds pending improved synergy.
ROSEN, SKILLED INVESTOR COUNSEL, Encourages Alexandria Real Estate Equities, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – ARE — Neutral
ARE GlobeNewsWire — November 27, 2025NEW YORK, Nov. 27, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Alexandria Real Estate Equities, Inc. (NYSE: ARE) between January 27, 2025 and October 27, 2025, both dates inclusive (the “Class Period”). A class action lawsuit has already been filed.
VinFast reported strong Q3 revenue growth but continues to face significant losses and cash burn. VFS remains heavily dependent on financial support from its founder and parent company to maintain operations, raising sustainability concerns. The stock is unattractive, as it trades to a significant premium as compared to most EV names.
Nvidia's Latest Beat Proves AI Isn't Cooling Off Yet, but Is the Chipmaker Still the Best AI Play? — Positive
NVDA The Motley Fool — November 27, 2025Strong demand for Nvidia's AI accelerators continues to drive impressive revenue and earnings growth. Investors can expect the company's data center business to keep expanding over at least the next five quarters.
10 AI Stocks I'd Buy Right Now — Negative
AMD APLD ASML GOOG GOOGL IREN NBIS NVDA NVTS SOUN The Motley Fool — November 27, 2025The recent artificial intelligence (AI) sell-off has created attractive entry points in names ranging from chipmakers to data center operators. Infrastructure plays like CoreWeave and Nebius have pulled back sharply despite locking in tens of billions in hyperscaler contracts.
Ondas Holdings' Q3 revenue hit $10.1M, up 580% YoY, with backlog reaching $23.3M and over $40M including acquisitions. Ondas' 2025 revenue guidance increased to $36M+, and 2026 is set at $110M without unannounced M&A. Ondas expanded into a full defense-autonomy platform with Iron Drone, Optimus, and Sentrycs integration.
Washington Just Handed Steelmakers a Huge Win: ETFs to Gain — Positive
IYM SLX XME Zacks Investment Research — November 27, 2025Trump's move easing EPA rules boosts the steel supply chain, setting ETFs like XME up for firmer pricing power and steadier volumes.
ETFs in Spotlight as Alibaba Misses on Q2 Earnings Despite Higher Revenues — Negative
BABA Zacks Investment Research — November 27, 2025Alibaba's fiscal Q2 profit plunge and rising AI investments put ETFs like PGJ and ONLN in focus for diversified e-commerce exposure.