Stock Market & Financial News
Is OKLO's $1.5B ATM Program Fueling a Major Nuclear Buildout?
OKLO's new $1.5B ATM program adds major financing flexibility as the company accelerates reactor deployment, fuel recycling, and isotope production.
5 Stocks With High ROE to Buy as Markets Await Fed Rate Cut Decision
TEL, ZTO, PPC, AIZ, and HST show strong ROE and cash flow, making them top picks as markets eye a possible Fed rate cut.
Is Tempus AI Stock a Buy Now or a Hold After a Big 2025 Run?
Tempus AI rallies in 2025, but a Hold rank and mixed style scores argue for patience until pricing, FDA, and MRD milestones firm up.
Microsoft to invest $17.5B in India by 2029 as AI race accelerates
Microsoft plans to invest $17.5 billion in India over the next four years, expanding its AI and cloud footprint in the South Asian nation, whose vast online and smartphone user base is turning it into a critical battleground for global tech companies.
Is UnitedHealth Stock Winning?
UnitedHealth's stock has generally underperformed compared to some rivals over the last year, but how does it stand against competitors in the ever-changing healthcare landscape? An in-depth analysis shows strong profitability, consistent revenue growth, and reasonable valuation support.
AeroVironment Stock Jumps on $874 Million U.S Army Deal
Shares of AeroVironment Inc. (NASDAQ:AVAV) are up 1.8% to trade at $287.61 at last check, after the defense company secured a $874.26 million contract with the U.S. army for its unmanned aerial systems (UAS) and counter-UAS systems.
PepsiCo, Inc. (PEP) Shareholder/Analyst Call Transcript
PepsiCo, Inc. (PEP) Shareholder/Analyst Call Transcript
Digi Power X Inc. (DGX:CA) Presents at IAccess Alpha Virtual Best Ideas Winter Investment Conference 2025 Transcript
Digi Power X Inc. (DGX:CA) Presents at IAccess Alpha Virtual Best Ideas Winter Investment Conference 2025 Transcript
UBS stays bullish on European banks
UBS has reiterated its positive stance on the sector going into 2026 and kept Barclays PLC (LSE:BARC) on its list of top buy-rated names, arguing that the backdrop for banks remains supportive and that the market is still underestimating the potential uplift from artificial intelligence. The broker said 2025 had been “strong” for European banks, with earnings upgraded 10%, dividends and buybacks lifting the yield to 9% and valuations re-rating by more than two price-to-earnings points.
John Deere CFO responds to Trump's claim on costly farm gear, says tech is key to cheaper farming
As Trump unveils a farm aid package and promises deregulation, one John Deere executive says cutting-edge technology is key to reducing farmer costs nationwide.
Is On Holding a Buy, Hold or Sell After a 35% Jump in the Past Month?
ONON surges 35% in a month, fueled by DTC growth, booming apparel sales and triple-digit APAC expansion.
Pfizer adds to obesity bet with up to $2.1 billion deal to develop Chinese company's pill
Pfizer said it has struck an up to $2.1 billion licensing deal with YaoPharma to develop and commercialize its obesity pill, furthering the pharma company's push into the weight loss space. YaoPharma's oral drug works by targeting the same gut hormone, GLP-1, as Novo Nordisk's blockbuster weight loss injection Wegovy, but the pill is still in early-stage development.
U.S. China hawks say Trump approved Nvidia chip sales to China will supercharge its military
China hardliners in Washington slammed the Trump administration for its decision to allow Nvidia to ship its second most advanced AI chip to China, citing fears Beijing could harness the technology to supercharge its military.
Melius Research's Ben Reitzes: My Nvidia price target is 320 without China
Ben Reitzes, head of technology research at Melius Research, joins CNBC's ‘Squawk on the Street' to discuss Nvidia as the semiconductor giant gets the green light from President Donald Trump to sell its more advanced H200 AI chip to China.
3 Communication Stocks Set to Benefit From Industry Strength
The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive. COMM, IHS and BAND are likely to benefit from the continued transition to cloud networks.
UMB Financial: Positioned To Be A Long-Term Winner (Upgrade)
UMB Financial is upgraded to "Buy" after an 8% pullback, with shares now at my $115 target. Integration of Heartland Financial is nearly complete, delivering cost synergies and a strong, low-cost deposit base. Credit quality remains robust, with NPLs well-reserved and net charge-offs below long-term targets.
Campbell Soup Q1 earnings miss expectations, revenue declines amid tariff pressures
Campbell Soup Company (NYSE:CPB) reported a decline in first-quarter fiscal 2026 earnings on Tuesday, citing continued pressure from inflation, tariffs, and shifting consumer behavior. Adjusted earnings per share came in at $0.77, down 13% from $0.89 a year earlier, but slightly ahead of analysts' expectations of $0.74, according to FactSet data.
TH International Limited (THCH) Q3 2025 Earnings Call Transcript
TH International Limited (THCH) Q3 2025 Earnings Call Transcript
Synchrony Financial (SYF) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
Synchrony Financial (SYF) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
CONY: Requires A Long-Term Position For This Income Fund To Make Sense
YieldMax COIN Option Income Strategy ETF (CONY) remains a hold due to high risk, persistent share price erosion, and unsustainable distributions. CONY's strategy leverages synthetic options on Coinbase (COIN), generating high yields but capping upside and amplifying volatility exposure tied to Bitcoin. Total return since inception is positive for early entrants, but recent investors face a 34.5% total loss over twelve months despite a 126.4% yield.
Should Costco Stock Be in Your Portfolio Ahead of Q1 Earnings?
COST heads into Q1 earnings with strong sales, rising memberships and a setup that hints at a potential beat.
CVS Investor Day Highlights Major Growth Ahead - Bullish Chart Into 2026
CVS Health Corporation is a top S&P 500 performer in 2025, up 78% YTD, with strong operational and financial momentum. I reiterate a Buy rating for CVS, raising my intrinsic value target to $93, based on 2026 EPS guidance and a 13x multiple. Management projects mid-teen EPS growth, robust cash flow, and improved margins across all business segments through 2028.
Can Axon Sustain Connected Devices Momentum With Solid Market Demand?
AXON rides on demand for TASER 10, Axon Body 4 and counter-drone tech as Connected Devices growth accelerates.
5 Reasons to Add Prologis Stock to Your Portfolio Right Now
PLD's strong fundamentals, expanding data center push and solid balance sheet bolster the case for adding the stock now.
Best Momentum Stock to Buy for December 9th
FIGS, ECO and UNFI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on December 9, 2025.
Extreme Networks: Execution Is Now Durable, Not Cyclical
Extreme Networks (EXTR) is transitioning from hardware-centric to a recurring, cloud-driven business model, underpinned by Platform ONE. EXTR's recurring revenue base and deferred revenue are expanding, supporting long-term visibility and a more predictable financial profile. Despite hardware still driving topline, a shift toward subscriptions is expected to improve margins and justify a valuation rerating.
AT&T Inc. (T) Presents at UBS Global Media and Communications Conference 2025 Transcript
AT&T Inc. (T) Presents at UBS Global Media and Communications Conference 2025 Transcript
Dyadic International, Inc. (DYAI) Presents at IAccess Alpha Virtual Best Ideas Winter Investment Conference 2025 Transcript
Dyadic International, Inc. (DYAI) Presents at IAccess Alpha Virtual Best Ideas Winter Investment Conference 2025 Transcript
The Hartford Insurance Group, Inc. (HIG) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
The Hartford Insurance Group, Inc. (HIG) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
Compass Minerals International, Inc. (CMP) Q4 2025 Earnings Call Transcript
Compass Minerals International, Inc. ( CMP ) Q4 2025 Earnings Call December 9, 2025 9:00 AM EST Company Participants Brent Collins - Vice President of Investor Relations Edward Dowling - President, CEO & Director Peter Fjellman - Chief Financial Officer Patrick Merrin - Chief Operating Officer Ben Nichols - Chief Commercial Officer Conference Call Participants David Begleiter - Deutsche Bank AG, Research Division Jeffrey Zekauskas - JPMorgan Chase & Co, Research Division Presentation Operator Good morning, and welcome, everyone, to the Compass Minerals' Fiscal Fourth Quarter and Full Year 2025 Earnings Call. Today's conference is being recorded.
