Wasatch Global Opportunities Fund Q3 2025 Contributors And Detractors — Positive

BYCRF  FOUR  MEDP  MOD  MONOY   Seeking Alpha — November 27, 2025

A 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.

image for news Wasatch Global Opportunities Fund Q3 2025 Contributors And Detractors

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, 2025

OPEC+ 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.

image for news OPEC+ expected to hold oil output policy steady for Q1, sources say

Circle's Arc Network Gains Momentum: Is It the Next Growth Catalyst? — Positive

CRCL   Zacks Investment Research — November 27, 2025

CRCL's Arc Network enters public testing with 100+ major partners, positioning Circle for a potential leap in internet-finance growth.

image for news Circle's Arc Network Gains Momentum: Is It the Next Growth Catalyst?

Amazon Enters Correction Zone—Time to Panic, or to Load Up? — Neutral

AMZN   MarketBeat — November 27, 2025

Shares 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.

image for news Amazon Enters Correction Zone—Time to Panic, or to Load Up?

Chevron's Pivot to Data Centers Signals a New Growth Frontier — Positive

CVX   Zacks Investment Research — November 27, 2025

CVX's first power project in West Texas marks a strategic shift toward powering global data centers as AI-driven energy demand accelerates.

image for news Chevron's Pivot to Data Centers Signals a New Growth Frontier

Mondelez Delivers a Solid Q3: Does the Guidance Cut Signal Trouble? — Positive

MDLZ   Zacks Investment Research — November 27, 2025

MDLZ posts a strong Q3 but trims its outlook as retailer destocking, soft Europe demand and tariff uncertainty cloud near-term momentum.

image for news Mondelez Delivers a Solid Q3: Does the Guidance Cut Signal Trouble?

3 Millionaire-Maker Stocks to Buy Right Now — Neutral

AAPL  GOOG  NFLX   24/7 Wall Street — November 27, 2025

With 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.

image for news 3 Millionaire-Maker Stocks to Buy Right Now

The 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.

image for news Dividend Harvesting Portfolio Week 247: $24,700 Allocated, $2,737.06 In Projected Dividends

Amazon's Weak 2025 Sets Stage For 2026 - Buy — Neutral

AMZN   Seeking Alpha — November 27, 2025

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.

image for news Amazon's Weak 2025 Sets Stage For 2026 - Buy

BIGGEST FIGHT OF THE YEAR: Jake Paul vs. Anthony Joshua set to ROCK Netflix — Neutral

NFLX   Fox Business — November 27, 2025

Most Valuable Promotions Co-Founder Nakisa Bidarian joins ‘Varney & Co.' to discuss Jake Paul's upcoming fight against heavyweight champion Anthony Joshua.

image for news BIGGEST FIGHT OF THE YEAR: Jake Paul vs. Anthony Joshua set to ROCK Netflix

NEW 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.

image for news ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Inspire Medical Systems, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - INSP

Titan Machinery: The Agriculture Industry's Struggles Continue — Neutral

TITN   Seeking Alpha — November 27, 2025

Titan 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.

image for news Titan Machinery: The Agriculture Industry's Struggles Continue

SoundHound's Breakeven In FY2026 Triggers My Buy Rating After Steep Sell-Off — Positive

SOUN   Seeking Alpha — November 27, 2025

I 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.

image for news SoundHound's Breakeven In FY2026 Triggers My Buy Rating After Steep Sell-Off

NEW 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.

image for news ROSEN, SKILLED INVESTOR COUNSEL, Encourages Alexandria Real Estate Equities, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – ARE

VinFast Auto: More Growing Pains — Negative

VFS   Seeking Alpha — November 27, 2025

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.

image for news VinFast Auto: More Growing Pains

Strong 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.

image for news Nvidia's Latest Beat Proves AI Isn't Cooling Off Yet, but Is the Chipmaker Still the Best AI Play?

10 AI Stocks I'd Buy Right Now — Negative

AMD  APLD  ASML  GOOG  GOOGL  IREN  NBIS  NVDA  NVTS  SOUN   The Motley Fool — November 27, 2025

The 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.

image for news 10 AI Stocks I'd Buy Right Now

Ondas: The Drone Disruptor Gaining Ground — Neutral

ONDS   Seeking Alpha — November 27, 2025

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.

image for news Ondas: The Drone Disruptor Gaining Ground

Washington Just Handed Steelmakers a Huge Win: ETFs to Gain — Positive

IYM  SLX  XME   Zacks Investment Research — November 27, 2025

Trump's move easing EPA rules boosts the steel supply chain, setting ETFs like XME up for firmer pricing power and steadier volumes.

image for news Washington Just Handed Steelmakers a Huge Win: ETFs to Gain

ETFs in Spotlight as Alibaba Misses on Q2 Earnings Despite Higher Revenues — Negative

BABA   Zacks Investment Research — November 27, 2025

Alibaba's fiscal Q2 profit plunge and rising AI investments put ETFs like PGJ and ONLN in focus for diversified e-commerce exposure.

image for news ETFs in Spotlight as Alibaba Misses on Q2 Earnings Despite Higher Revenues