Workday Tumbles as Subscription Revenue Disappoints — Negative
WDAY Schaeffers Research — November 26, 2025Workday Inc (NASDAQ:WDAY) is down 7.6% to trade at $215.90, despite posting better-than-expected third-quarter results after Tuesday's close.
Primoris Services vs. MasTec: Which Construction Stock to Bet on Now? — Positive
MTZ PRIM Zacks Investment Research — November 26, 2025The robust public infrastructure spending environment is benefiting firms operating in the infrastructure and specialty-construction markets focused on utilities, energy, pipeline and heavy civil projects. Companies like Primoris Services Corporation PRIM and MasTec, Inc. MTZ are a few names that are leveraging the incremental market trends.
NOC Secures a Contract to Aid Stand-In Attack Weapon Subsystem — Neutral
NOC Zacks Investment Research — November 26, 2025Northrop Grumman lands a $100M contract to advance Stand-in Attack Weapon work, bolstering active-seeker development and strike capabilities.
Big Banks Poised to Capitalize on Fixed-Income Trading Surge — Positive
BAC GS JPM Zacks Investment Research — November 26, 2025JPM, BofA and GS stand to gain as surging fixed-income trading, fueled by rate shifts and steepening yield curve, lifts revenue prospects.
NuScale Power's ENTRA1 Deal Deepens: Can it Deliver 6GW by 2030? — Negative
SMR Zacks Investment Research — November 26, 2025SMR's 6GW plan with ENTRA1 advances with major milestone payments, but TVA reviews and PPA delays still threaten the 2030 timeline.
AbbVie and Pfizer: A Closer Look at Two Pharma Heavyweights — Positive
ABBV PFE Zacks Investment Research — November 26, 2025ABBV's surging immunology sales and smoother LOE path stand out as both drugmakers face a pivotal 2026.
NVO Stock Up as Amycretin Shows Strong Weight Loss in Type 2 Diabetes — Neutral
NVO Zacks Investment Research — November 26, 2025Novo Nordisk jumps after phase II data show amycretin offers significant weight loss and HbA1c level reductions in type 2 diabetes patients.
Market Participants Thankful Ahead of the Open — Positive
DE Zacks Investment Research — November 26, 2025Pre-market futures are in the green again this hour and holding steady through the release of a few key pieces of data this morning.
NIO Q3 Loss Narrower Than Expected, Revenues Increase Y/Y — Positive
NIO Zacks Investment Research — November 26, 2025NIO's narrower Q3 loss and rising revenues highlight stronger margins and accelerating deliveries ahead of its Q4 outlook.
YPF: Argentina Finally Turns A Corner And So Does Its Flagship Company (Rating Upgrade) — Positive
YPF Seeking Alpha — November 26, 2025YPF accelerated shale output above 200 kbbl/d with sharply lower lifting costs and stronger efficiency, marking its most significant operational shift and competitive improvement in more than a decade. Milei's legislative victory cut country risk almost by half and reopened international financing, allowing YPF to secure a $700MM oversubscribed loan and refinance at the lowest cost in years. The framework deal with ENI and ADNOC's XRG validates the Argentina LNG roadmap and positions YPF to scale gas exports through a 12–30 MTPA long-term development plan.
Dell Technologies Inc. shares popped Tuesday on its raised annual outlook for its AI servers from $20B to $25B for the year. Shares rose as much as 5% in extended trading. We think DELL stock looks good in light of Q3 results against an already shaky AI backdrop, but we don't think this means the stock holds a favorable risk-reward in 1H26. We expect more gross margin pressure from Dell due to increased pricing competition, higher cost base, and a new trend of hyperscalers going straight to Taiwanese ODMs.
Lee Enterprises, Incorporated (LEE) Q4 2025 Earnings Call Transcript — Neutral
LEE Seeking Alpha — November 26, 2025Lee Enterprises, Incorporated ( LEE ) Q4 2025 Earnings Call November 26, 2025 10:00 AM EST Company Participants Jared Marks - Senior Director of FP&A Kevin Mowbray - President, CEO & Director Nathan Bekke - Chief Operating Officer Tim Millage - VP, CFO & Treasurer Presentation Operator Welcome to the Lee Enterprises 2025 Fourth Quarter Webcast and Conference Call. This call is being recorded and will be available for replay at investor.lee.net.
Which Defense Giant Shows Stronger Momentum Today - LMT or RTX? — Positive
LMT RTX Zacks Investment Research — November 26, 2025Lockheed Martin and RTX show contrasting momentum as fresh contracts, earnings shifts and rising defense demand highlight differing strengths.
CLASS ACTION NOTICE: Berger Montague Advises Six Flags Entertainment Corp. (NYSE: FUN) Investors to Inquire About a Securities Fraud Class Action — Neutral
FUN PRNewsWire — November 26, 2025PHILADELPHIA , Nov. 26, 2025 /PRNewswire/ -- National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit against Six Flags Entertainment Corp. (NYSE: FUN) ("Six Flags" or the "Company") has been filed on behalf of investors who purchased or acquired Six Flags shares July 1, 2024 through November 5, 2025 (the "Class Period"), including in connection with the merger between Six Flags and Cedar Fair L.P. (the "Merger").
Alphabet: TPU Vs. GPU And The Race To $4 Trillion — Positive
GOOG GOOGL Seeking Alpha — November 26, 2025Alphabet Inc. built a structural edge through TPUs and end-to-end AI integration, cutting costs and widening margins across the AI cycle. has emerged as a leader in AI, driven by Gemini 3 and proprietary TPUs, defying earlier market skepticism. GOOGL's vertical integration—owning the model, hardware, and distribution—positions it to reduce reliance on Nvidia and improve AI monetization. A new price target of $345 is set, justified by visible technological advantage, end-to-end AI integration, and strong user engagement.
Nvidia Rebuts Claims the Ghost of Enron Haunts Its AI Surge — Positive
NVDA 24/7 Wall Street — November 26, 2025Nvidia ‘s (NASDAQ:NVDA) evolution from a gaming chips maker to the premier supplier for AI systems has been nothing short of astounding.
Burlington Stores: Revenue Growth Is Slowing But Margin Expansion Keeps Me Bullish — Positive
BURL Seeking Alpha — November 26, 2025Burlington Stores remains a top pick among off-price retailers, maintaining a Buy rating despite recent Q3 2025 sales softness. Q3 2025 revenue and comp sales missed estimates, but margin expansion and upgraded profitability guidance highlight BURL's operational strength. Weather-driven sales weakness appears temporary, while aggressive store expansion and resilient lower-income shopper demand support BURL's long-term growth.
Chinese regulators reportedly bar ByteDance form using Nvidia chips in new data centers — Negative
NVDA Proactive Investors — November 26, 2025Chinese authorities have reportedly blocked TikTok-owner ByteDance from deploying Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) chips in its new data centers, according to a report on Wednesday from The Information, which cited two company employees. ByteDance, which purchased more Nvidia chips than any other Chinese firm in 2025, had been rapidly acquiring computing power to support its billion-plus users amid concerns that Washington could further restrict chip supplies.
Costco or BJ's Wholesale: Which Warehouse Retail Stock Stands Out? — Positive
BJ COST Zacks Investment Research — November 26, 2025COST and BJ both shine in retail, but Costco's scale, loyalty and steady growth make it the standout in today's market.
IONQ or Rigetti: Which is the Better Quantum Bet as 2025 Nears End? — Positive
IONQ RGTI Zacks Investment Research — November 26, 2025RGTI's sharp stock gains and improved earnings outlook rival IONQ's stronger balance sheet and revenue surge heading into 2026.