Bunge Global jumped on the back of the Trump administration's threat to cut off U.S. purchases of Chinese cooking oil.

Netflix Inc (NASDAQ:NFLX, ETR:NFC) continues to have Wedbush analysts bullish, with the firm repeating its ‘Outperform' rating and 12-month price target of $1,500 on the streaming giant, citing steady subscriber growth, growing ad revenue, and strong upcoming content. Shares of Netflix are up 35% in the year to date, trading hands at about $1,211 on Wednesday.

FERG posts stronger margins in fiscal 2025, powered by pricing discipline and efficiency gains despite higher costs.

MannKind remains a Buy, driven by Tyvaso DPI's strong market position and Technosphere platform optionality. Tyvaso DPI continues robust growth despite Yutrepia's entry, with MNKD's Q2 share at $31 million and overall franchise strength. Recent developments include the acquisition of scPharmaceuticals, pipeline progress, and Afrezza's pediatric sBLA acceptance, supporting modest growth.

Concrete Pumping Holdings remains a "Strong Buy" despite ongoing revenue, profit, and cash flow declines due to sector headwinds. BBCP's valuation is attractive both on an absolute basis and relative to peers, trading at significant discounts using EV/EBITDA multiples. Near-term fundamentals are expected to worsen further, with management not anticipating recovery until the late 2026 or 2027 fiscal year.

PYPL's diversified growth and AI partnerships give it an edge over UPST's high-risk, high-reward lending surge in the 2025 fintech race.

Gap's disciplined "brand reinvigoration playbook" is driving stronger sales, profit gains and renewed cultural relevance across its portfolio.

Bank of America maintained a ‘Neutral' rating on Johnson & Johnson (NYSE:JNJ) after the company posted third-quarter results slightly above expectations and hinted at a strategic MedTech shake-up. In a note Wednesday, the bank highlighted that J&J's third-quarter revenue and earnings per share beat consensus by roughly 1%, driven largely by stronger-than-expected performance from its Stelara biologic.

Teradyne, Inc. is downgraded to Hold after a strong rally driven by AI-related demand and improved management outlook. Q2 2025 results beat expectations, with Semiconductor Test buoyed by AI compute, but Robotics remains a headwind, and memory test was also weak. Valuation now appears full, with multiples near historical peaks and TER stock close to long-term fair value, limiting further upside.

Chipmaking equipment supplier ASML says it's upbeat on AI demand, even in the face trade policy headwinds.

AI darling Nvidia just struck another big data center deal—this time as part of a group with Microsoft, BlackRock, and others.

Chip stocks are hot.

CFG beats Q3 estimates with a 33% EPS jump, driven by strong NII and fee growth despite higher expenses.

Knot Offshore (KNOP) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

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