The 'Fast Money' traders talk report Oracle is delaying data centers.
Sensata Technologies shows modest organic growth and gradual deleveraging but remains hampered by flattish sales and highly adjusted earnings. Recent SKU rationalization is hurting top-line sales but could improve margins, though tangible benefits remain to be seen. Leverage is trending down, with net debt reduced to $2.43 billion and a 2.9x EBITDA ratio, yet it remains elevated.
MustGrow Biologics Corp. (TSX-V:MGRO, OTCQB:MGROF) earlier this week reported positive field trial results for its biofertility product TerraSante, following large-scale testing in US potato crops. COO Colin Bletsky told Proactive about how farmers have started discussing the product's performance within their local networks.
Costco NASDAQ: COST is a fantastic buy-and-hold stock for 2026, sustaining industry-leading growth and solid margins despite macroeconomic headwinds and shifting consumer habits. It's also a great last-minute addition to 2026 portfolios, as it trades near a strong support target in mid-December, which limits the downside risks while catalysts are at hand.
BridgeBio Oncology Therapeutics (BBOT) targets KRAS and PI3Ka malignancies with next-generation small molecule therapeutics, aiming to surpass current market leaders. BBOT's lead candidate, BBO-8520, demonstrated a strong overall response rate in early Phase 1a data for KRAS G12C NSCLC, with no Grade 2+ adverse events. All three BBOT pipeline candidates are expected to report Phase 1 data in 2026, positioning the company for key clinical catalysts.
Here are some of the major companies whose stocks moved on the week's news.
Tilray's stock, and shares of other cannabis companies, soared after reports provided investors hope that President Trump would move to have marijuana reclassified as a much less dangerous drug than it is now.
Iron Mountain Incorporated has shifted toward data centers and digital solutions, driving double-digit revenue growth but not translating into sustainable free cash flow. IRM's aggressive use of non-GAAP metrics and rising leverage—actual net debt/EBITDA near 7.8x—raises material concerns about transparency and financial health. Despite a 10% dividend hike and a 4% yield, IRM's cash burn and high debt levels threaten long-term sustainability and credit quality.
BillionToOne, Inc. ( BLLN ) Q3 2025 Earnings Call December 9, 2025 4:30 PM EST Company Participants David Deichler Oguzhan Atay - Co-Founder, Chairman & CEO Ross Taylor - Chief Financial Officer Conference Call Participants Mark Massaro - BTIG, LLC, Research Division Andrew Brackmann - William Blair & Company L.L.C., Research Division David Westenberg - Piper Sandler & Co., Research Division Casey Woodring - JPMorgan Chase & Co, Research Division Brandon Couillard - Wells Fargo Securities, LLC, Research Division Tycho Peterson - Jefferies LLC, Research Division Presentation Operator BillionToOne Third Quarter 2025 Earnings Call.
UnitedHealth remains a "Buy" with a $400 price target, reflecting 19% upside and continued market outperformance potential. UNH delivered a Q3 2025 double-beat, posting 12% revenue growth and exceeding both top- and bottom-line estimates. Despite strong results, the stock experienced a post-earnings pullback, likely due to profit-taking after a 44% rally since August.
CNBC's Diana Olick reports on California-based startup, Copper, who created a battery-powered induction stove as an alternative to more complicated installations.
Fox Corporation (FOXA) shares up over 80% since big outlier signal in 2021.
Copa Holdings, S.A. (CPA) Analyst/Investor Day Transcript
GSK has been impressing me with strong revenue and EPS numbers for the eighth quarter in a row. Also, on December 12, depemokimab, GSK's anti-IL-5 antibody with 6-month dosing, received a positive EMA's CHMP opinion for the treatment of certain patients with severe asthma and CRSwNP. And yesterday, the FDA approved Blujepa for the treatment of uncomplicated urogenital gonorrhea.
Quanex Building Products Corporation delivered a strong Q4, beating analyst expectations on revenue and earnings, driven by the Tyman acquisition. NX remains deeply undervalued, trading at rock-bottom multiples versus peers, despite operational challenges and macroeconomic uncertainty. Management is optimistic about realizing up to $45 million in Tyman synergies, with $5–$10 million likely in 2026, and continues aggressive share buybacks.
Airbnb is using technology to stop disruptive parties before they start. The online marketplace for short-term rentals uses machine learning-powered “anti-party technology” to identify bookings that could be a higher risk for a disruptive party, it said in a Thursday (Dec. 11) press release.
Shares of Zscaler Inc. NASDAQ: ZS have been going through a rough patch, sliding nearly 30% in just a few weeks and bringing one of the market's hottest cybersecurity stocks crashing back to earth. It's a sharp reversal for a name that had rallied almost 100% since April and looked to be cementing itself as a long-term growth story.
Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.
Large-cap tech growth strategies aren't the only way forward for navigating the U.S. equity market. The BNY Investments team recently published an insights post explaining why value equities might be worth a closer look right now.
With the S&P 500 Index pushing to new highs, many advisors are confronting a familiar challenge: how to maintain equity exposure without taking on unnecessary valuation risk.
Cannabis stocks soared on Friday following news that U.S. president Donald Trump is expected to sign an executive order as soon as Monday that would ultimately ease federal restrictions on marijuana. The order would essentially reclassify marijuana from a Schedule I substance to Schedule III under the federal Controlled Substances Act.
Immunovant (IMVT) shifts primary focus to IMVT-1402, a next-generation anti-FcRn, targeting Graves' Disease with potential best-in-class IgG reductions. I downgrade IMVT from "Strong Buy" to "Buy" due to competitive TED landscape and de-emphasis on batoclimab, despite robust upcoming catalysts. IMVT-1402 aims to address unmet needs in relapsed or uncontrolled GD patients, with pivotal data readouts expected in 2027 for additional indications like Myasthenia Gravis and difficult-to-treat rheumatoid arthritis.
Butler National Corporation (BUKS) Q2 2026 Earnings Call Transcript
TopBuild Corp. (BLD) Analyst/Investor Day Transcript
Micron rides booming AI demand as HBM-fueled revenues surge, while Palantir and NVIDIA post strong growth heading into 2026.
CoreWeave, Inc. has faced a sharp sell-off due to execution delays, high-interest debt, and revised FY25 guidance. Despite near-term headwinds, CRWV remains a critical AI infrastructure provider with a substantial revenue backlog and trades at a deep discount to peers. Current valuations appear overly pessimistic, failing to account for potential backlog expansion and future contract wins.
The iShares MSCI Europe Financials ETF (EUFN) offers pure-play exposure to developed European financial stocks, emphasizing banks and giant-caps. EUFN trades at 25-30% valuation discounts to US financials, boasts a 3.58% yield, and could provide useful portfolio diversification given a relatively low beta with the S&P500. Risks include heavy bank exposure amid weak European GDP growth, declining net interest income, and above-average tracking error versus its index.
This earnings season has shown that businesses of all sizes are prioritizing cybersecurity spending like never before, so cybersecurity stocks should be moving higher. But many of the top stocks in this sector have declined sharply since the middle of November, despite posting strong earnings and guidance.
It's been another outstanding year for stocks in 2025, but the outlook for 2026 could be even more lucrative. Kevin Matras will help you take full advantage of this raging bull market by finding the best stocks set to charge in the New Year.
Are investors ready to buy into Rivian's vision for its autonomous vehicles and AI?