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

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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

Western Digital surges on AI-driven storage demand, strong cash flow and dividend growth, outpacing Pure Storage in value and momentum.

YieldMax META Option Income Strategy ETF offers a high 37.7% yield, targeting investors seeking weekly income tied to Meta Platforms volatility. FBY's share price has declined significantly, but total return is positive when including distributions; the fund is best used alongside an existing META position. FBY's synthetic option strategy limits long-term growth and can erode capital, making it unsuitable as a standalone buy-and-hold investment.

LOS ANGELES, Nov. 27, 2025 (GLOBE NEWSWIRE) -- The DJS Law Group reminds investors of a class action lawsuit against StubHub Holdings, Inc. (“StubHub” or “the Company”) (NYSE: STUB) for violations of the federal securities laws. Shareholders who purchased shares of STUB during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments.

Autodesk now trades at its 3-year average adjusted P/E of 30x, closing its previous undervaluation gap that had been prevailing for years. ADSK's recurring revenue base, robust RPO, and international diversification support stable growth, with management guiding for 11% adjusted revenue growth for the fiscal year. Stock-based compensation creates ambiguity between GAAP and non-GAAP results, prompting a neutral Hold rating despite a projected $390 FY 2028 price target based on non-GAAP EPS.

BWX Technologies delivered a strong Q3, beating expectations and raising FY25 guidance, driven by robust demand and successful Kinectrics integration. BWXT's $7.4B backlog, major NNSA contracts, and growing civilian segment support income diversification justify its premium valuation. Despite higher debt post-Kinectrics, BWXT maintains solid cash flow, but near-term shareholder payouts will remain limited as debt reduction is prioritized.