Deere Miss Signals Severe Ag Downturn | 11/26/2025 — Negative
DE Bloomberg Markets and Finance — November 26, 2025Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Stocks picking up steam this Thanksgiving Eve — and bullish bets for 2026 are already rolling in.
SCHG: The 'Good' Giant Is About To Become Appealing Again — Positive
SCHG Seeking Alpha — November 26, 2025Schwab U.S. Large-Cap Growth ETF™ is a passive ETF that replicates its benchmark with a minimal expense ratio of 0.04%. The declines of recent weeks have brought forward P/Es to more acceptable levels (according to my models). And despite strong expectations, SCHG still shows a premium in its price, in my opinion justified by the sector's competitive ROE.
Under30: CleanSpark Pivot to Data Center Business Model — Positive
CLSK Schwab Network — November 26, 2025George Tsilis examines CleanSpark (CLSK) after earnings as the company begins to transition from a primarily bitcoin-mining operations outfit to become a data center compute power provider. He names IREN (IREN), Applied Digital (APLD) and others as representative of a broader trend in the crypto-mining space.
Fidelity Stock Selector Mid Cap Fund Q3 2025 Performance Review — Neutral
BCO BWIN DUOL FIX KD KEX PSTG SLM TBBK WDC Seeking Alpha — November 26, 2025For the three months ending September 30, 2025, the fund's Retail Class shares gained 3.70%, trailing the 5.55% advance of the benchmark S&P MidCap 400® Index. In the third quarter, U.S. stocks extended the rally that began in April following the 90-day pause for most tariffs. Lower interest rates are viewed as particularly beneficial for smaller businesses, which have access to fewer ways of raising working capital.
NYC's Lander Recommends Dropping $42 Billion BlackRock Mandate — Negative
BLK Bloomberg Markets and Finance — November 26, 2025New York City Comptroller Brad Lander is urging three of the city's pension funds to drop BlackRock because of what he's calling "inadequate" climate plans. BlackRock is the city's largest money manager overseeing more than $42 billion of index funds for the pensions.
Robinhood's Latest Prediction Markets Move Has Its Stock Flying — Neutral
HOOD Investopedia — November 26, 2025Robinhood's latest venture raises the prediction-markets stakes.
Pentagon said Alibaba should be on list for China military ties: Report — Negative
BABA CNBC Television — November 26, 2025CNBC's Deirdre Bosa discusses a recent report indicating that the Pentagon said Alibaba should be on a list for its military ties in China.
These 2 Energy Titans Just Scored Major Wins to Close Out November — Positive
CEG GEV MarketBeat — November 26, 2025Markets are reacting positively to recent news surrounding two key players in the energy ecosystem. Shares of Constellation Energy NASDAQ: CEG and GE Vernova NYSE: GEV both shot up on Nov. 19, reflecting renewed investor confidence tied to sector-specific developments and long-term growth potential in clean and nuclear energy.
NYSE: STUB: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Class Action Lawsuit Against StubHub Holdings, Inc. — Neutral
STUB Business Wire — November 26, 2025RADNOR, Pa.--(BUSINESS WIRE)-- #classaction--The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed against StubHub Holdings, Inc. (“StubHub”) (NYSE: STUB) on behalf of those who purchased or otherwise acquired StubHub common stock pursuant and/or traceable to the registration statement and prospectus (collectively, the “Offering Documents”) issued in connection with StubHub's September 2025 initial public offering. The lea.
Independent Proxy Advisory Firms ISS and Glass Lewis Recommend Teck Shareholders Vote “FOR” the Merger of Equals with Anglo American — Neutral
TECK GlobeNewsWire — November 26, 2025Recommendations Highlight Significant Benefits and Value Creation Opportunity for Teck Shareholders Teck's Board of Directors Unanimously Recommends Teck Shareholders Vote “FOR” the Merger TODAY VANCOUVER, British Columbia, Nov. 26, 2025 (GLOBE NEWSWIRE) -- Teck Resources Limited (TSX: TECK.A and TECK.B, NYSE: TECK) (“Teck”) today announced that independent proxy advisory firms Institutional Shareholder Services, Inc. (“ISS”) and Glass Lewis & Co. (“Glass Lewis”) have recommended that Teck shareholders vote “FOR” the Company's merger of equals (the “Merger”) with Anglo American plc (“Anglo American”). As previously announced, Teck has scheduled a special meeting of shareholders on December 9, 2025 (the “Meeting”).
1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before It Soars More Than 300%, According to a Wall Street Analyst — Positive
NVDA The Motley Fool — November 26, 2025Beth Kindig of the I/O Fund says Nvidia could reach a $20 trillion valuation by 2030. The chipmaker's next growth arc will be defined by artificial intelligence (AI) infrastructure.
Deere & Company (DE) Q4 2025 Earnings Call Transcript — Neutral
DE Seeking Alpha — November 26, 2025Deere & Company ( DE ) Q4 2025 Earnings Call November 26, 2025 10:00 AM EST Company Participants Josh Beal - Director of Investor Relations Christopher Seibert John May - Chairman, President & CEO Josh Jepsen - Senior VP & CFO Deanna Kovar - President of Worldwide Ag & Turf Div, Production and Precision Ag and Americas and Australia Conference Call Participants Stephen Volkmann - Jefferies LLC, Research Division Jamie Cook - Truist Securities, Inc., Research Division Kristen Owen - Oppenheimer & Co. Inc., Research Division Timothy Thein - Raymond James & Associates, Inc., Research Division David Raso - Evercore …
SCHG: Capture The Growth Of AI With Less Volatility — Neutral
SCHG Seeking Alpha — November 26, 2025Schwab U.S. Large-Cap Growth ETF™ offers efficient exposure to top U.S. growth stocks, especially in technology and AI sectors. SCHG boasts strong historical returns, a low 0.04% expense ratio, and a favorable risk-adjusted profile with a Sharpe ratio of 1.68x. The ETF is top-heavy, with over 58% in its top ten holdings, making it vulnerable to tech sector downturns and high valuations.
Pentagon suggests adding Alibaba, Baidu, BYD to list for aiding China military, Bloomberg News reports — Negative
BABA BIDU BYDDF BYDDY Reuters — November 26, 2025The Pentagon has concluded that Alibaba Group Holding , Baidu Inc and BYD Co should be added to a list of companies that aid the Chinese military, Bloomberg News reported on Wednesday.
Banco BBVA Argentina S.A. (BBAR) Q3 2025 Earnings Call Transcript — Neutral
BBAR Seeking Alpha — November 26, 2025Banco BBVA Argentina S.A. ( BBAR ) Q3 2025 Earnings Call November 26, 2025 10:00 AM EST Company Participants María Belén Fourcade - Investor Relations Officer Carmen Arroyo - Chief Financial Officer Diego Cesarini - Alternate Head of Market Relations Conference Call Participants Brian Flores - Citigroup Inc., Research Division Daer Labarta - Goldman Sachs Group, Inc., Research Division Carlos Gomez-Lopez - HSBC Global Investment Research Pedro Ofenhagenen Mateus Raffaelli - Itaú Corretora de Valores S.A.
Mosaic Has Asymmetric Upside On Critical Infrastructure — Positive
MOS Seeking Alpha — November 26, 2025Mosaic (MOS) offers an attractive risk/reward profile at current valuations, with 50% upside potential and limited downside already below tangible book value. MOS faces ongoing production challenges, but tight global phosphate and potash supply, plus strong ag demand, provide downside protection for investors. Valuation scenarios suggest fair value of $36 per share in a base case, while a bear case implies 1 to 2 dollars of downside from current levels.
The Muni Rally Shines Spotlight on These ETFs — Positive
VCRM VTEB VGHY ETF Trends — November 26, 2025As 2025 winds down, a rocky beginning for municipal bonds is giving way to a smoother ride to the finish. In the latest iteration of its Active Fixed Income Perspectives, Vanguard noted a strong showing by municipal bonds in Q3.
VettaFi's Head of Research Todd Rosenbluth discussed the Amplify Online Retail ETF (IBUY) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and analysis, visit VettaFi | ETF Trends.
US drillers cut oil and gas rigs for first time in four weeks, Baker Hughes says — Negative
BKR Reuters — November 26, 2025U.S. energy firms this week cut the number of oil and natural gas rigs operating for the first time in four weeks, energy services firm Baker Hughes said in its closely followed report on Wednesday.
Kohl's Well-Positioned To Capture Holiday Demand, Analyst Says — Positive
KSS Benzinga — November 26, 2025Kohl's Corporation (NYSE: KSS) stock rose Wednesday after UBS and Telsey analysts raised their respective price forecasts following a strong earnings beat.