SMX Turned Six Partnership Deals Into a Global Supply Chain Reset, Here's Why — Neutral
SMX Accesswire — November 26, 2025NEW YORK CITY, NY / ACCESS Newswire / November 26, 2025 / The past several months have not brought SMX (NASDAQ:SMX) normal momentum. They brought a shift.
54% of consumers use AI for holiday shopping support: Simon-Kucher — Positive
ETSY PYPL SHOP TGT WMT XRT CNBC Television — November 26, 2025CNBC'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 Transcript — Neutral
CMCM Seeking Alpha — November 26, 2025Cheetah 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.
Campbell's Fires Executive Behind Recording that Disparaged Its Food — Negative
CPB WSJ — November 26, 2025In a profane, racist rant, the IT executive said the company made unhealthy food for ‘poor people.'
Blue-Chip Stock Could Surge to Highest Level Since 2019 — Positive
MMM Schaeffers Research — November 26, 20253M Co (NYSE:MMM) stock could eke out a fourth-straight daily gain, last seen up 0.1% to trade at $171.74.
Nvidia: Potential Meta TPU Deal Is Alphabet's Gain, But Not Nvidia's Loss — Positive
GOOG GOOGL META NVDA Seeking Alpha — November 26, 2025Nvidia 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.
TSLA's Elliott Wave Count Points Towards the Next Rally to 520+ — Positive
TSLA FXEmpire — November 26, 2025The 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.
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 …