Stock Market & Financial News
Setup feels good for homebuilder stocks into 2026, says UBS' John Lovallo
John Lovallo, UBS homebuilders and building products analyst, joins 'The Exchange' to discuss how the homebuilding stocks will perform next year and much more.
SPEU: A Robust Play On European Equities And Dollar Weakness
SPDR Portfolio Europe ETF offers unhedged exposure to European equities, tracking the STOXX Europe Total Market Index with a 0.07% expense ratio. SPEU has delivered its strongest decade performance in 2024, up 33% YTD, benefiting from a weaker dollar and low portfolio P/E of 16x. The ETF is well-diversified across sectors and geographies, with high weighting in large caps and a 10-year annualized return of 8.5%.
Epic Games thinks it has finally cracked open Apple's App Store. Investors aren't convinced.
Apple's App Store is a huge and increasingly important money maker Lawsuits and regulatory challenges have tried to change the way the store works for years Now that might — might — finally be happening. If it does, it's a big deal.
GitLab: Share Price Erosion Has Little To Do With Strong Fundamentals
GitLab is still a 'Buy,' as AI fears are overblown, with the stock trading at an inexplicably low valuation despite robust fundamentals. GTLB delivers 25% y/y revenue growth, beats Q3 estimates, and guides above consensus while maintaining high-teens operating margins and Rule of 40 discipline. Federal sector headwinds and SMB softness are near-term risks, but enterprise customer growth and a strong sales pipeline support the long-term thesis.
META's Data "Goldmine" & Ways A.I. Can Tap Into Ecommerce
It's no secret how large Facebook and Instagram are. @LikeFolio's Landon Swan says it should also be no secret that A.I.
Joby Aviation: Buyers Are Back, Breaking Apart The Bearish Setup (Upgrade)
Joby Aviation has seen selling pressure subside considerably, with buyers supporting shares above the $12 level and maintaining upward momentum. JOBY's Q3 earnings and progress toward FAA certification have shifted market focus to commercialization milestones and a potentially enterprising 2026. With $978 million in cash and cash burn guidance of $500 million–$540 million, JOBY is solidly funded through 2026, redirecting attention from near-term liquidity risks.
SCHD Is A Suckers ETF, Buy These Instead
Many dividend investors flock to the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) for its high yield and low expense ratio.
Lululemon stock price gets a boost as CEO departs and buybacks rise. Is this the start of a turnaround?
Lululemon might just be entering a new—and improved—era.
Microsoft buys 3.6M metric tons of carbon removal from bioenergy plant
Microsoft announced Thursday it would buy 3.6 million carbon removal credits from a biofuels plant in Louisiana owned by C2X. The plant, which is slated to begin operating in 2029, will process forestry waste into methanol, which can be used to power ships and planes and as a raw material for chemical manufacturing.
Nvidia Owes It To Shareholders To Sell To Its Most Capable Customers
Rubber was oil before oil. As Edmund Morris wrote in his biography of Thomas Edison, rubber was “a raw material essential enough to provoke armed conflict.
United Natural Foods, Inc. (UNFI) Analyst/Investor Day Transcript
United Natural Foods, Inc. (UNFI) Analyst/Investor Day Transcript
Eos Energy Enterprises: High-Risk, High-Reward Bet On The Zinc-Bromine Battery
Eos Energy is positioned to benefit from the AI power boom and US energy independence, leveraging zinc-bromine battery technology. EOSE demonstrates explosive revenue growth (324%), but remains deeply unprofitable with a -177.94% gross margin and heavy cash burn. The company's domestic manufacturing, fire-safe batteries, and $90M annual production credits provide strategic advantages over peers.
Here's Why I Will Take Nextdoor Over Reddit Even After Huge Price Surge
Nextdoor (NXDR) is rated a Buy for patient investors seeking high-risk, high-reward upside, especially on a potential pullback below $2.50. NXDR offers unique value as a hyperlocalized, high-quality data platform, well-positioned for AI-driven opportunities and relatively insulated from bots and fake identities. Compared to Reddit (RDDT), NXDR trades at a much lower Price/Sales ratio (4.20 vs. 22.48), despite slower growth and negative margins, highlighting substantial valuation upside.
Trump Administration Approves First Round of Crypto-Focused Banks
Circle, Paxos and Ripple are among those receiving conditional approval.
Goldman Sachs BDC: Huge Discount To NAV, But I'm Not Buying The Fat 14% Yield
Goldman Sachs BDC saw net asset value per share dip by 2.1% sequentially as total investment income fell from its year-ago comp. The BDC did not declare a $0.16 per share special dividend for its final quarter, but is currently paying out an aggregate 14.5% dividend yield. GSBD has seen its net asset value on a sustained dip since 2023, with negative net fundings pushing its total investment portfolio lower.
ICF: Providing Passive Exposure To An Industry Diversified Basket Of REITs
The iShares Select U.S. REIT ETF has underperformed peer REIT ETFs over the long term, but in more recent years, it has become much more competitive. ICF's top three holdings—Welltower, Prologis, and American Tower—comprise ~25% of the fund, leading to significant concentration but diversification of underlying industry exposure. Given high overlap with peer funds and recent relative performance, ICF is likely to track similar results, but all REITs could benefit from a lower rate environment.
Lululemon's shares spike on CEO's resignation — as founder warns of potential proxy battle
Lululemon Athletica's shares spiked Friday after the company's CEO Calvin McDonald announced his resignation amid declining US sales, with its founder putting the board on notice about a potential proxy battle.
Comex Gold Ends the Week 2.07% Higher at $4300.10
Gold settled up for a second-consecutive session, rising 0.3% Friday, while silver fell 4%, snapping a three-session winning streak. For the week, both metals posted a gain.
STEP Energy Services Ltd. (STEP:CA) Shareholder/Analyst Call Prepared Remarks Transcript
STEP Energy Services Ltd. (STEP:CA) Shareholder/Analyst Call Prepared Remarks Transcript
QCOM Expands Into AI Video Intelligence Market: Will it Drive Growth?
Qualcomm teams with CP PLUS to bring on-device AI to video security as it pushes into the fast-growing AI video market.
3 Reasons Why Growth Investors Shouldn't Overlook Allient (ALNT)
Allient (ALNT) could produce exceptional returns because of its solid growth attributes.
3 Reasons Why Growth Investors Shouldn't Overlook Subsea 7 (SUBCY)
Subsea 7 (SUBCY) possesses solid growth attributes, which could help it handily outperform the market.
Here is Why Growth Investors Should Buy Agnico (AEM) Now
Agnico (AEM) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Quanex Building Products Corporation (NX) Q4 2025 Earnings Call Transcript
Quanex Building Products Corporation ( NX ) Q4 2025 Earnings Call December 12, 2025 11:00 AM EST Company Participants Scott Zuehlke - Senior VP, CFO & Treasurer George Wilson - President, CEO & Chairman Conference Call Participants Julio Romero - Sidoti & Company, LLC Steven Ramsey - Thompson Research Group, LLC Reuben Garner - The Benchmark Company, LLC, Research Division Kevin Gainey - Thompson, Davis & Company, Inc., Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Fourth Quarter and Full Year 2025 Quanex Building Products Corporation Earnings Conference Call.
Costco's Business Has Been Booming. But Its Stock Has Lagged the Market in 2025.
Costco Wholesale Corporation (COST) posted better-than-expected results as its e-commerce business boomed and revenue from membership fees increased.
Marijuana Stocks Are Soaring Friday on Anticipation Trump Could Soon Make This Change
Cannabis stocks surged Friday following reports President Donald Trump could soon reclassify marijuana as a less dangerous substance.
Disney's 'Zootopia 2' to hit $1 billion box office, only the second Hollywood film to do so this year
Disney Animation's "Zootopia 2" is set to cross the billion-dollar box office mark on Friday, becoming the second Hollywood film to reach the benchmark in 2025. The film has overperformed in China, a region that has restricted theatrical releases from the U.S. in recent years.
Is CCJ Prepared to Offset McArthur River Losses With Cigar Lake Gains?
Cameco trims its 2025 uranium outlook as McArthur River delays weigh on output, with Cigar Lake's strength helping ease the shortfall.
Rivian Is Now an AI Stock. Is It Finally a Buy?
Rivian Automotive ( NASDAQ:RIVN ) held its first Autonomy and AI Day conference yesterday, unveiling its inaugural in-house AI chip, the Rivian Autonomy Processor (RAP1).
Why Hamilton Insurance (HG) Might be Well Poised for a Surge
Hamilton Insurance (HG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
