VRT Rides on Accelerating AI Infrastructure Demand: What's Ahead? — Positive
VRT Zacks Investment Research — November 26, 2025Vertiv surges on soaring AI infrastructure demand as strong orders, backlog, and high-density designs fuel its growth momentum.
The Electric Door Tesla Made Famous Is Now a Danger in Other Cars — Negative
TSLA Bloomberg Markets and Finance — November 26, 2025Elon Musk wanted Tesla Inc.'s electric door handles to embody the future — sleek, seamless and emblematic of the cool he envisioned plug-in cars would come to personify. He succeeded: In just over a decade, handles that function at a touch have become hallmarks of modern automotive design, replicated from Detroit to Shenzhen as automakers raced to borrow Tesla's aesthetic.
SMX's Six 2025 Partnerships Triggered a Market Reset Around One Word: PROOF — Neutral
SMX Accesswire — November 26, 2025NEW YORK CITY, NEW YORK / ACCESS Newswire / November 26, 2025 / 2025 was not the year SMX (NASDAQ:SMX) chased partnerships. It was the year partnerships chased SMX.
MongoDB set to report strong Q3 results driven by AI demand — Positive
MDB Proactive Investors — November 26, 2025MongoDB Inc (NASDAQ:MDB) will release its third quarter results on Monday aftern the bell, with Wedbush analysts expecting it report another solid quarter as the document database company capitalized on heightened demand for its AI offerings. The firm maintained an ‘Outperform' rating and a $400 price target, keeping MongoDB on its IVES AI 30 List and Best Ideas List, noting the company is in the early stages of a multi-year growth trajectory.
JPMorgan says extra Fed easing could push S&P 500 above 8,000 in 2026 — Positive
IVV SPLG SPXL SPY SSO UPRO VOO Proactive Investors — November 26, 2025JPMorgan Chase & Co (NYSE:JPM, XETRA:CMC) forecast the S&P 500 could climb to 7,500 by the end of 2026, and potentially exceed 8,000 if the Federal Reserve eases monetary policy more aggressively than expected, according to its 2026 Global Equity Outlook. The bank's baseline projection assumes two additional Fed rate cuts and 13% to 15% annual earnings growth for US companies, underpinned by a resilient economy and an investment surge in artificial intelligence technology.
Analog Devices Moves Higher as Super-Cycle Gains Momentum — Positive
ADI MarketBeat — November 26, 2025Analog Devices NASDAQ: ADI is well-positioned for advancement in 2026 and will likely set new all-time highs throughout the year. The fiscal Q4 and year-end tally for 2025 was better than expected, revealing that a supercycle in industrial semiconductors is gaining momentum.
EHang Holdings Limited (EH) Q3 2025 Earnings Call Transcript — Neutral
EH Seeking Alpha — November 26, 2025EHang Holdings Limited ( EH ) Q3 2025 Earnings Call November 26, 2025 8:00 AM EST Company Participants Anne Ji - Senior Director of Investor Relations Huazhi Hu - Founder, Chairman & CEO Zhao Wang - Chief Operating Officer Chia-Hung Yang - CFO & Director Presentation Operator Good day, ladies and gentlemen. Thank you for standing by, and welcome to the EHang Third Quarter 2025 Earnings Conference Call.
NFLX vs. STRZ: Which Streaming Stock Has Better Upside Potential? — Positive
NFLX STRZ Zacks Investment Research — November 26, 2025Netflix's accelerating ad revenues and live content strategy outpace Starz's widening losses and subscriber struggles, making NFLX the superior streaming bet.
STUB Stockholder Alert: Shareholder Rights Law Firm Robbins LLP Reminds Investors of the Class Action Lawsuit Against StubHub Holdings, Inc. — Neutral
STUB GlobeNewsWire — November 26, 2025SAN DIEGO, Nov. 26, 2025 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired StubHub Holdings, Inc. (NYSE: STUB) common stock pursuant and/or traceable to the registration statement and prospectus issued in connection with the Company's September 2025 initial public offering ("IPO"). StubHub operates a global ticketing marketplace for live events where fans can buy tickets from sellers of all types through the Company's StubHub and viagogo websites and mobile applications.
Workday shares sink on subscription revenue guidance concerns — Negative
WDAY CNBC — November 26, 2025Shares of Workday dropped as much as 10% on Wednesday as analysts lowered their price targets, citing a lack of a upside after the company revised its full-year subscription revenue forecast. Many software stocks have been under pressure in 2025 as commentators have worried that generative AI tools that can quickly write lines of code might pose risks to incumbents.
The Investment Committee give you their top stocks to watch for the second half.
Surging Earnings Estimates Signal Upside for O-I Glass (OI) Stock — Positive
OI Zacks Investment Research — November 26, 2025O-I Glass (OI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Earnings Estimates Moving Higher for BrightSpring Health Services, Inc. (BTSG): Time to Buy? — Positive
BTSG Zacks Investment Research — November 26, 2025BrightSpring Health Services, Inc. (BTSG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Will Kulicke and Soffa (KLIC) Gain on Rising Earnings Estimates? — Positive
KLIC Zacks Investment Research — November 26, 2025Kulicke and Soffa (KLIC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Nutanix: Buy The Dip As Free Cash Flow Rises (Upgrade) — Positive
NTNX Seeking Alpha — November 26, 2025Nutanix, Inc. is upgraded to a Buy, emerging as a rebound candidate after a sharp post-earnings selloff and guidance cut. Despite lower FY26 revenue guidance, NTNX maintains strong bookings and boosts free cash flow expectations, indicating resilient demand. NTNX now trades at attractive valuation multiples—4.4x EV/revenue and 15.2x EV/FCF—offering a safer entry point for investors.
Jacobs Is Changing Fast, The Valuation Just Hasn't Noticed — Positive
J Seeking Alpha — November 26, 2025Jacobs (J) is transitioning from a traditional engineering contractor to a high-value, solutions-oriented infrastructure and consulting partner, driving improved earnings quality. J's business model shift toward multi-year, higher-margin contracts in water, environmental, and advanced manufacturing sectors supports more stable, less cyclical growth. Despite a recent 20% valuation drop, J's fundamentals remain strong, with rising margins, a robust backlog, and attractive medium-term upside potential.
Workday Beat Earnings Estimates. The Stock Is Down 10% Anyway. — Negative
WDAY Barrons — November 26, 2025Workday stock falls after the company breezes past earnings and revenue estimates.
Data Center Spending Is Poised to Surge 400%: This Is the Only Chip Stock to Buy Now — Positive
ASML The Motley Fool — November 26, 2025Nvidia forecasts that data center capex could land between $3 trillion and $4 trillion by 2030. One company that's a no-brainer buy has the equipment to help companies manufacture advanced data center chips.
An Amazon Delivery Drone Hit a Cable Line in Texas. What to Know. — Negative
AMZN Barrons — November 26, 2025
Maximus Stock Rises 5.6% Despite Q4 Earnings Missing Estimates — Neutral
MMS Zacks Investment Research — November 26, 2025MMS posts mixed fiscal Q4 results with slight misses but rising earnings, segment swings and a lifted fiscal 2026 outlook.