SEC investigates Jefferies over First Brands collapse, report says — Negative
JEF CNBC — November 27, 2025The newspaper, citing people with knowledge of the matter, said the regulator is looking into whether Jefferies gave investors enough information on its Point Bonita fund's exposure to the failed auto business. The inquiry into internal controls and potential conflicts within the bank is at an early stage, the report said.
Jacobs & Arcadis JV Wins New Rail Project From TMR in Australia — Positive
J Zacks Investment Research — November 27, 2025J lands a major Queensland rail upgrade, boosting its infrastructure portfolio and adding momentum to the recent stock gains.
Can Opendoor's Expanding D2C Funnel Drive a Capital-Light Strategy? — Positive
OPEN Zacks Investment Research — November 27, 2025OPEN's push to reopen and scale its D2C funnel aims to boost conversion and pave the way for a more capital-light transaction model.
JEF BREAKING NEWS: Jefferies Financial Group Inc. Faces SEC Probe Over Point Bonita Disclosures – Investors Urged to Contact BFA Law about its Investigation — Neutral
JEF Business Wire — November 27, 2025NEW YORK--(BUSINESS WIRE)---- $JEF #BFA--Jefferies Financial Group Inc. Faces SEC Probe Over Point Bonita Disclosures – Investors Urged to Contact BFA Law about its Investigation.
Trying To Give A Credit Rating For Sound Point Meridian Capital Inc — Neutral
SPMA SPMC SPME Seeking Alpha — November 27, 2025Sound Point Meridian Capital Inc is a CLO CEF fund primarily exposed to CLO equity tranches, analyzed using Moody's adapted BDC methodology. SPMC demonstrates strong asset coverage, no secured debt, and solid profitability, but its portfolio concentration in CLO equity tranches increases risk. SPMC's fixed debt appears relatively safe and close to investment grade, but the preferred shares and overall CEF CLO structure carry significant risk, which falls entirely on equity investors.
Arteris: The Hidden Gem Powering The Chiplet Revolution — Positive
AIP Seeking Alpha — November 27, 2025Arteris is well-positioned in the semiconductor industry, leveraging its FlexNoC 5 and NCore technologies to address chiplet and interconnect complexity. Arteris' strong recurring revenue growth, high gross margins, and recent positive free cash flow signal improving financial health and operational efficiency. Valuation remains attractive, with shares trading below peers and a calculated fair value of $17 per share, offering potential upside from current levels.
Exclusive: MSC, BlackRock bid for Hutchison's Barcelona terminal faces EU probe, source says — Negative
BLK Reuters — November 27, 2025BlackRock and MSC's bid for most of CK Hutchison's global port operations faces a hurdle in Europe with EU antitrust regulators set to investigate the Spanish portion of the deal, a person with direct knowledge of the matter said on Thursday.
SBUX Green Apron Gains Traction: Will Staffing Boost Traffic? — Positive
SBUX Zacks Investment Research — November 27, 2025Starbucks' Green Apron push lifts service scores and speeds, but sustained traffic gains hinge on consistent staffing as holiday demand builds.
ARE Investors Have Opportunity to Lead Alexandria Real Estate Equities, Inc. Securities Fraud Lawsuit with the Schall Law Firm — Neutral
ARE GlobeNewsWire — November 27, 2025LOS ANGELES, Nov. 27, 2025 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Alexandria Real Estate Equities, Inc. (“Alexandria” or “the Company”) (NYSE: ARE) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between January 27, 2025 and October 27, 2025, inclusive (the “Class Period”), are encouraged to contact the firm before January 26, 2026.
Proxy firms endorse proposed Teck Resources-Anglo American merger — Positive
AAUKF NGLOY TECK Proactive Investors — November 27, 2025Independent proxy advisory firms Institutional Shareholder Services (ISS) and Glass Lewis have recommended that shareholders of Teck Resources Ltd (TSX:TECK.B) vote in favor of the company's proposed merger with Anglo American PLC (LSE:AAL). The recommendations come ahead of Teck's special shareholder meeting scheduled for December 9, 2025, which will see stockholders have their say on the deal.
hVIVO gains validation from Cidara's takeover; broker calls it a "glowing endorsement" — Positive
CDTX OPORF Proactive Investors — November 27, 2025Merck's agreement to acquire Cidara Therapeutics for about $9.2 billion gives hVIVO PLC (AIM:HVO) a moment of reflected glory. Peel Hunt's analysts highlight that Cidara's lead antiviral, CD388, advanced into late-stage development on the back of data generated through hVIVO's human challenge trial platform.
DraftKings vs. Flutter: Which Sports-Betting Stock Has More Upside? — Positive
DKNG FLUT Zacks Investment Research — November 27, 2025DKNG and FLUT race to dominate U.S. online sports betting, with product upgrades and iGaming expansion shaping the next growth phase.
AXON's Software & Services Growth Picks Up: Can the Momentum Sustain? — Positive
AXON Zacks Investment Research — November 27, 2025Axon's surging Software & Services revenues and stronger 2025 outlook spotlight rising demand for digital evidence tools and premium features.
Nokia Partners With Senetas to Secure Defence and Government Networks — Neutral
NOK Zacks Investment Research — November 27, 2025NOK teams with Senetas to deliver quantum-resistant, mission-critical security, strengthening defence networks from core to frontline.
Trilogy Balances Project Progress With Cautious Development Spending — Neutral
TMQ Zacks Investment Research — November 27, 2025TMQ keeps spending tight as Ambler Metals advances Upper Kobuk work, with costs running below budget and financial exposure well controlled.
SMCI Aims for $36B in FY26 Revenues: Is the Growth Target Realistic? — Positive
SMCI Zacks Investment Research — November 27, 2025Super Micro Computer targets $36B in FY26 revenues despite a quarterly dip, betting on AI demand and its modular data center strategy to drive growth.
MO vs. PM: Which Tobacco Giant Is Winning the Smoke-Free Race? — Positive
MO PM Zacks Investment Research — November 27, 2025Altria and Philip Morris advance their smoke-free strategies as each leverages pricing, innovation and cost discipline in a shifting tobacco market.
MGIC Investment Trades Near 52-Week High: Time to Hold the Stock? — Positive
MTG Zacks Investment Research — November 27, 2025MTG gains from strong new business, healthier housing activity, declining claims, and robust capital.
Telefonica Germany & Nokia Ink a 5-year RAN Deal to Advance 5G Rollout — Positive
NOK TEF Zacks Investment Research — November 27, 2025TEF extends its NOK partnership to modernize Germany's RAN through 2030, accelerating 5G rollout and advancing AI-driven network automation.
Can Stride's Career Learning Boom Keep Margins Rising in 2026? — Positive
LRN Zacks Investment Research — November 27, 2025Stride, Inc.'s LRN Career Learning segment has been the incremental growth engine for some time now. In the first quarter of fiscal 2026, this segment's enrollments grew 20% year over year to 110,000, with revenues growing 16.3% to $257.8 million.