Demonstrates ability to gain market share across nearly all regions, supported by strong performance of the Ultra line, which posted over 29% growth in the U.S. market. Strengthens global brand positioning while preserving margins, indicating disciplined pricing strategy and efficient cost control. Early penetration in major emerging markets such as China and India suggests a long runway for growth, with increases above 40% and 54% respectively.
Meta Platforms, Inc. remains a Strong Buy as recent 11% dip is a buying opportunity, not a warning. META's AI-driven ad business is compounding revenue growth, with Advantage+ and Reels generating $60B and $50B annual run rates, respectively. AI CapEx concerns are overblown; META funds investments from a strong cash position and robust free cash flow.
Recent rotation from Nvidia Corporation into Alphabet/Google on TPU enthusiasm created a buyable dip, despite Nvidia still owning the default, general‑purpose AI compute platform across clouds. Nvidia's moat rests on its vertically integrated AI racks—Grace CPUs, Hopper/Blackwell GPUs, Mellanox networking, and CUDA software—rather than raw chip speed, locking in developers and enterprises. TPUs may gain share within Google Cloud, but NVDA's platform remains the industry standard for general-purpose AI workloads.
Roku remains a great buy as it rebounds from the established Q4 '25 support levels, with the market putting their prior lumpy platform margin concerns behind them. ROKU's ramping up of the Amazon DSP partnership may accelerate the former's advertising monetization, allowing them to tap into the growing CTV ad market size of $46.89B in 2028. This builds upon the robust subscription growth as observed in the streaming share expansion, aided by the completed Frndly TV acquisition and the recent launch of the ad-free tier, Howdy.
Pfizer's stock rebounded from April lows yet still trades as if COVID and patent cliffs equal business ruin, despite resilient non‑COVID franchises and pipeline optionality. Q3 looked weak, with revenue and EPS down year-over-year, yet both beat estimates as Vyndaqel, Nurtec, and Padcev collectively offset fading COVID contributions. Pfizer's adjusted margin stayed near seventy‑six percent, and OPEX fell, while a $1.5 billion manufacturing optimization program should expand margins and earnings by 2027.
National Beverage offers a compelling 4.6% estimated forward yield via special dividends, appealing to income-focused investors despite inconsistent payouts. FIZZ's core La Croix brand faces market share pressure from larger competitors, and revenue growth has slowed to low single digits. Management's new stock buyback plan and improving margins support EPS growth, but the stock remains slightly overvalued with a projected price target 10% below current levels.
In 2025, Barrick Mining Corp (NYSE: B) has produced what many would describe as a breakout. The company's stock has climbed approximately 154% YTD, showcasing a strong combination of increasing gold (and copper) prices, robust operational performance, and a strategic pivot that appears to have regained investor trust.
Amazon.com Inc. (NASDAQ: AMZN) has been one of the stock market's biggest success stories ever.
Netflix defended its acquisition of Warner Bros. as a strategic and informed move.
The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
Stocks gave investors much to be thankful during Thanksgiving Week, as highlighted by a 5.79% rally the Nasdaq-100 Index (NDX). That's good news for the NDX-tracking Invesco QQQ Trust (QQQ) and the Invesco NASDAQ 100 ETF (QQQM), but the impressive final week to November is now in the rearview mirror.
It certainly seems like volatility is going to stay on the menu for bitcoin for at least a little while longer. The price of the cryptocurrency has continued to drop to new lows in November, passing below the $90 thousand threshold well into the mid-$80 thousand mark.
Inditex delivered a strong Q3 FY25 rebound, with sales up 4.9% YoY and margin expansion outpacing revenue growth. IDEXY's robust cash position (€11.3B) and conservative dividend policy (payout
Netflix Co-CEOs Ted Sarandos and Greg Peters sought to reassure investors that their game-changing deal with Warner Bros. Discovery won't become another media business fiasco.
The New York Times sued Perplexity AI on Friday, accusing the artificial intelligence startup of unlawfully copying, distributing and displaying millions of its articles without permission to help train chatbots.
Paramount Skydance had offered $30 per share for Warner Bros Discovery , CNBC reported on Friday, citing sources.
Fallen fintech company Fiserv (NASDAQ:FISV) has been a favorite among hedge funds in the last quarter.
SoFi Technologies Inc.'s (NASDAQ: SOFI) chief executive officer stated at a conference earlier this year that the fintech company is targeting 30% member growth and 20% revenue growth.
Bit Digital Inc (NASDAQ:BTBT) has reported continued growth in its Ethereum (ETH) treasury and staking operations in November 2025. As of November 30, Bit Digital held approximately 154,398.7 ETH, valued at roughly $461.9 million based on the month-end price of $2,991.90.
3M stock has risen by 33% this year, fueled by a mix of strategic and operational enhancements, including a successful strategic turnaround that focuses on cost reductions and transitioning the product mix towards higher-margin offerings. Significant contributing factors encompass robust financial performance, with the company consistently exceeding analyst expectations for earnings and revenue.
We are in the midst of the biggest retail sales period of the year. Yet, investors are skeptical about bargains in the stock market. Buy a bigger income stream at cheaper prices. We discuss our top defensive picks with up to 8% yields.
The Innovation Forum showcased a broad AI/open-access strategy (Microsoft, Databricks, Snowflake, Claude, etc.), with new products and a reinforced London Stock Exchange data moat. LSE delivered top-line sales ahead of consensus, strong organic growth, and margin expansion. EBITDA margin uplift and a new £1 billion buyback to include. LDNXF's risk/reward has improved.
Methode Electronics (MEI) remains a hold as transformation progress is not yet reflected in profitability, with automotive losses offsetting industrial gains. Q2 results highlight deepening automotive segment losses and weakening revenue, while industrial margins and cash flow discipline provide some stability. Management maintains ambitious FY2026 guidance, but recovery is still speculative; cash flow improvement and plant initiatives offer cautious optimism.
After hitting an all-time high of $525.15 in February, AppLovin Corp.'s (NASDAQ: APP) share price tumbled more than 35% due to a pending class action lawsuit and to short seller reports.
The New York Times sues startup Perplexity for copyright infringement, expanding its legal fight against generative-AI companies that it says steal and then profit from its content.
JP Morgan has initiated coverage of Greggs PLC (LSE:GRG) with an “overweight” rating and a price target of 2,110p by December 2027, suggesting around 35% upside from current levels.The shares rose 6% to 1,680p. The bank said the bakery chain is a “structural winner” in the UK consumer landscape, citing strong operational metrics across its estate.
Warner Bros. Discovery's shares rose 1.22% to $24.84 in premarket trading early on Friday.
Bilfinger SE (BFLBY) Analyst/Investor Day Transcript
MoneyHero Limited (MNY) came out with a quarterly loss of $0.1 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to earnings of $0.1 per share a year ago.
Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York.