Stock Market & Financial News
EchoStar: Fair For Its Operations, SpaceX For Free
EchoStar Corporation is rated Buy, driven by transformative deals with AT&T and SpaceX that significantly improve its capital structure and strategic positioning. SATS's hybrid MNO model leverages AT&T's infrastructure and SpaceX's satellite network, transitioning Wireless to a capital-light, scalable business with reduced overhead. Pending regulatory approval of the AT&T and SpaceX deals is critical; successful closure enables material debt reduction and a potential $8.5B equity stake in SpaceX.
Warner Bros. Discovery and Netflix Enter Exclusive Deal Negotiations
Move comes after the latest round of bids for the media company. Paramount and Comcast also made offers.
Mastercard: Becoming A Data Analytics Business
Mastercard has underperformed the S&P 500 and Magnificent 7 YTD; yet, its forward price-to-earnings multiple has contracted 10–15%. Value Added Services segment is growing at 25% YoY, outpacing the Payment Network's 12% YoY growth. VAS revenue nearly doubled from $1.77B (Q1/22) to $3.42B (Q3/25), with growth accelerating from recent acquisitions.
Exclusive: Baidu's Kunlunxin, valued at close to $3 billion, eyes Hong Kong IPO, sources say
Kunlunxin, the AI chip unit of Chinese internet search giant Baidu , is planning an initial public offering in Hong Kong, having recently completed a fundraising that valued it at 21 billion yuan ($2.97 billion), three people familiar with the matter told Reuters.
6 Reasons To Buy Sprouts Farmers Market Stock
Sprouts Farmers Market is rated a cautious Buy after a 50%+ decline from its June 2025 high. SFM's fundamentals remain strong: high ROE (37%), minimal debt, robust cash flow, and exposure to a growing health-focused grocery niche. Near-term EPS could benefit from aggressive buybacks, a newly launched loyalty program, and a forward P/E of 14.7x, below historical averages.
Jacobs: Multi-Year Growth Driven By Strong Backlog And Increasing AI Infrastructure Demand
Jacobs Solutions is rated a buy, supported by a record $23.1B backlog and robust multi-year revenue growth visibility. J benefits from structural demand drivers like AI-powered data center buildouts, reshoring in pharma/semis, and expanding global infrastructure pipelines. Margin expansion is expected as higher-margin backlog converts, global delivery scales, and AI/digital tools enable premium pricing and operational efficiencies.
Apple Departures Point to Challenges for iPhone's Dominance
Four top lieutenants have left the past 12 months while dozens of others defect to rivals.
ETHA: Ethereum's Stablecoin Story Is Improving
Ethereum is seeing year-over-year growth in users and transactions. Though fees continue to decline broadly. From a valuation standpoint, Ethereum's 1,400x fees multiple puts ETH near its all-time high P/F valuation. MCap/TVL is a bit better at just over 5x. While still totally dominant in the ETF market, ETHA isn't a 'buy' until the SEC allows for asset staking.
Terreno Realty: 2026 FFO Consensus Looks Conservative
Terreno Realty is an industrial REIT with a conservative funding structure, notwithstanding small and gradual recent increases in leverage. 2026 analyst consensus only envisions FFO growth of 4% relative to the Q3 2025 run-rate, roughly half the pace of growth achieved in Q3 2025. I think TRNO will beat estimates thanks to ongoing net operating income growth, as well as further increases in leverage, which make even more sense thanks to Fed rate cuts.
Netflix enters exclusive talks to acquire Warner Bros Discovery studio and streaming service, Bloomberg News reporter says
Netflix has entered exclusive talks with Warner Bros Discovery to acquire its studio and streaming service, a Bloomberg News reporter said in a post on X.
SoFi's red-hot stock drops after plan to raise $1.5 billion in stock offering
Shares of SoFi Technologies Inc. sank more than 6% in after-hours trading Thursday, after the fintech company announced plans for a $1.5 billion stock offering.
Stitch Fix, Inc. (SFIX) Q1 2026 Earnings Call Transcript
Stitch Fix, Inc. (SFIX) Q1 2026 Earnings Call Transcript
Is an Extended Rebound Ahead for Coinbase or Strategy Stock?
As two of the most sought-after crypto-related stocks, Coinbase (COIN) and Strategy (MSTR) are trading 38% and 59% from their 52-week highs, respectively.
SPDW Over VEA: A Comparative Analysis Of Developed Market ETFs
SPDR Portfolio Developed World ex-US ETF and Vanguard FTSE Developed Markets ETF both earn buy ratings for global diversification and value. SPDW offers marginally superior risk-adjusted performance and lower volatility due to its optimized sampling, excluding micro-caps and focusing on core developed nations. Both ETFs provide lower P/E ratios than US markets, strong exposure to Japan's corporate reforms, and sectoral positioning in industrials and tech hardware.
Oil Edges Down After Recent Gains; Ukraine Tensions, Fed in Focus
Oil ticked down in Asia after settling higher overnight, but stays on track for a weekly gain.
The Cooper Companies, Inc. (COO) Q4 2025 Earnings Call Transcript
The Cooper Companies, Inc. (COO) Q4 2025 Earnings Call Transcript
SoFi Aims to Raise $1.5 Billion to Fund Additional Business Opportunities
SoFi Technologies is looking to fund additional business opportunities with an underwritten public offering of $1.5 billion of shares of its common stock.
Seeking AI Exposure? Check Out This Tool
Everybody is clamoring for AI exposure. And with this Zacks tool, you can easily find exposure.
Compass Diversified (CODI) Discusses Financial Restatement and Audit Investigation Following Lugano Fraud Transcript
Compass Diversified (CODI) Discusses Financial Restatement and Audit Investigation Following Lugano Fraud Transcript
The Weir Group PLC (WEGRY) Analyst/Investor Day Transcript
The Weir Group PLC (WEGRY) Analyst/Investor Day Transcript
Apple's General Counsel and Government Affairs Head to Retire
Apple announced some executive transitions Thursday (Dec. 4), saying two executives are preparing to retire. Lisa Jackson, vice president for environment, policy and social initiatives, will retire in late January 2026, while Kate Adams, general counsel, will retire in late 2026, Apple said in a press release.
Masayoshi Son Hammers Out High-Tech Factories Plan With White House
The SoftBank billionaire is seeking to build “Trump Industrial Parks” on federal land, using hundreds of billions of capital from the Japan trade deal.
DPM Metals Inc. (DPM:CA) Discusses Growth Milestones, Exploration Updates and Financial Position at Investor Q&A Transcript
DPM Metals Inc. (DPM:CA) Discusses Growth Milestones, Exploration Updates and Financial Position at Investor Q&A Transcript
LG Elec says Microsoft and LG affiliates pursuing cooperation on data centres
South Korea's LG Electronics Inc said on Friday that Microsoft and LG affiliates are pursuing overall business cooperation regarding data centres, but no specific deal has been signed at this time.
Ulta Beauty, Inc. (ULTA) Q3 2026 Earnings Call Transcript
Ulta Beauty, Inc. (ULTA) Q3 2026 Earnings Call Transcript
Sprinklr (CXM) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Sprinklr (CXM) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Samsara Inc. (IOT) Q3 2026 Earnings Call Transcript
Samsara Inc. (IOT) Q3 2026 Earnings Call Transcript
Oil prices head for 2% weekly gain as Fed hopes boost market, Venezuela tensions loom
WTI oil prices were heading for weekly gains of close to 2% in early trading on Friday, supported by an expected Federal Reserve interest rate cut, escalating U.S.-Venezuela tensions and stalled peace talks in Moscow.
Gold Falls as Investors Focus on Fed Rate Decision
Spot gold fell. The latest U.S. jobs data did little to sway expectations of a Fed rate cut next week, the ANZ Research said.
Aurubis AG (AIAGY) Q4 2025 Earnings Call Transcript
Aurubis AG (AIAGY) Q4 2025 Earnings Call Transcript
