CVS's rising margins, stronger guidance and sharper valuation edge make it stand out in the UNH vs. CVS upside debate.

Broadcom Inc. is scheduled to announce its Q4 earnings report on December 11, 2025. Two AVGO potential issues worth monitoring are its treatment of recurring restructuring/integration costs and also stock-based compensation. AVGO's past treatment is debatable in my view and could overstate its true profitability.

Warner Bros. Discovery is officially on the block.

Aecom (ACM) is undervalued after a post-earnings selloff, trading at 18.5x earnings and 12.0x EV/EBITDA, despite a strong transformation story. ACM is exiting low-margin construction management to focus on high-return advisory, AI-powered design tools, and aggressive share repurchases, aiming for margin expansion. Management is guiding for 6–8% organic NSR growth, 7% EBITDA growth, and 9% EPS growth for FY'26, with ambitious long-term targets for margin and EPS expansion.

Deere & Company remains a Hold as near-term fundamentals deteriorate despite strong Q4 revenue and past outperformance versus the S&P 500. DE's segments saw revenue growth but margin contraction, with rising production costs, tariffs, and weak agricultural markets pressuring profitability. Management expects a 5% revenue decline and a 13% profit drop for 2026, with agricultural demand and crop receipts projected to fall further.

Alphabet (GOOGL) continues to outperform expectations, driven by AI initiatives and strong search revenue, recently surpassing $100 billion in quarterly revenue. Despite a sharp share price climb this year, GOOGL remains reasonably valued for long-term investors, with analyst targets near current levels but with rapid future growth expected. GOOGL's dividend is modest but poised for long-term growth, supported by robust buybacks and heavy AI-related capital investments leading to earnings and FCF.

NEW YORK CITY, NY / ACCESS Newswire / November 26, 2025 / The past several months have not brought SMX (NASDAQ:SMX) normal momentum. They brought a shift.

This article presents a diversified $100,000 high-yield dividend portfolio for November 2025, blending income, dividend growth, and reduced volatility. The portfolio features individual stocks like Mastercard, McDonald's, Duke Energy, Alphabet, and Apple, alongside ETFs such as SCHD, JEPQ, and RQI. Key metrics include a weighted P/E Ratio of 17.18, strong sector diversification, and a focus on companies with low beta and high dividend growth rates.

CNBC's "The Exchange" team discusses how AI may transform shopping amid the holiday season with Shikha Jain, lead partner for consumer and retail at Simon-Kucher.

Dell Technologies Inc. is reiterated as a Buy with a $171 price target, driven by robust AI server demand and strong FY26 guidance. DELL's AI server business saw a 120% order increase, fueled by neoclouds, sovereign nations, and enterprises seeking localized AI infrastructure. Risks include margin pressure from AI servers and competition from vertically integrated rack-scale solutions by Nvidia and AMD.

Cheetah Mobile Inc. ( CMCM ) Q3 2025 Earnings Call November 26, 2025 6:00 AM EST Company Participants Jing Zhu - IR Director Sheng Fu - Chairman of the Board & CEO Thomas Jintao Ren - CFO & Director Conference Call Participants Thomas Chong - Jefferies LLC, Research Division Yi Jing Wei - Citigroup Inc., Research Division Zeping Zhao - ICBC International Research Limited Joanna Ma - CMB International Securities Limited, Research Division Presentation Operator Good day, and welcome to the Cheetah Mobile Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note today's event is being recorded.

In a profane, racist rant, the IT executive said the company made unhealthy food for ‘poor people.'

3M Co (NYSE:MMM) stock could eke out a fourth-straight daily gain, last seen up 0.1% to trade at $171.74.

Nvidia Corporation delivered a blowout Q3, beating top- and bottom-line estimates, with data center revenues surpassing $50 billion for the first time. Despite strong results, NVDA shares declined on AI bubble fears and reports of potential competition from Alphabet and Meta Platforms, but these headwinds are seen as overblown. My ensemble valuation model projects FY26 EPS of $7.62 and a base-case price target of $267, implying around 50% upside; I maintain a Strong Buy rating.

The Elliott Wave has been crucial in predicting key peak and bottom prices for TSLA, providing minimal risk and maximum profits. Although a drop to ~$370 cannot yet be excluded, we are now looking for a rally to at least $520.

Get 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.

Schwab 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.

George 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.

For 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.

New 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.