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Why a December Fed Cut Will Reignite the 2025 Bull Market
Why a December Fed Cut Will Reignite the 2025 Bull Market

On November 5th, I wrote about how, though the 2025 bull market persisted at the time, cracks began to appear, including a “Hindenburg Omen” signal, a Fib extension target, and a poor breadth

3 Reasons Baidu Could Be the Dark Horse of Global AI
3 Reasons Baidu Could Be the Dark Horse of Global AI

Although not a household name in the United States, internet giant Baidu Inc. (NASDAQ: BIDU) is massively popular in China, where its legacy search business represents a majority of all internet

Huntington's Inorganic Expansion Efforts: Will it Drive Growth?
Huntington's Inorganic Expansion Efforts: Will it Drive Growth?

Huntington Bancshares Incorporated HBAN has strategically broadened its footprint and capabilities through a series of acquisitions over the past several years. These moves signal a clear commitment

BURL Q3 Earnings Top Estimates, Q4 & FY25 Bottom-Line Outlook Raised
BURL Q3 Earnings Top Estimates, Q4 & FY25 Bottom-Line Outlook Raised

Burlington Stores, Inc. BURL reported third-quarter fiscal 2025 results, wherein both revenues and earnings grew year over year. Top line lagged the Zacks Consensus Estimate and bottom line

SNY & REGN's Dupixent Gets EU Nod for Chronic Spontaneous Urticaria
SNY & REGN's Dupixent Gets EU Nod for Chronic Spontaneous Urticaria

Sanofi SNY and partner Regeneron REGN announced that the European Commission has approved Dupixent (dupilumab) for the treatment of moderate-to-severe chronic spontaneous urticaria (“CSU”) in adults

Biogen Inks Research Deal With Dayra to Boost Immunology Pipeline
Biogen Inks Research Deal With Dayra to Boost Immunology Pipeline

Biogen BIIB announced the signing of a research collaboration agreement with privately held Dayra Therapeutics to discover and develop oral macrocyclic peptides for priority targets in immunological

Can Exclusive Destinations Be RCL's Next Revenue Engine?
Can Exclusive Destinations Be RCL's Next Revenue Engine?

Royal Caribbean Cruises Ltd. RCL is doubling down on a strategy that extends its competitive moat well beyond the ship to exclusive land-based destinations. Management sees these proprietary

Strength in Defense Aerospace Drives Howmet: Will the Momentum Last?
Strength in Defense Aerospace Drives Howmet: Will the Momentum Last?

Howmet Aerospace Inc.’s HWM defense aerospace market continues to play a significant role in driving its overall growth. In third-quarter 2025, the company’s revenues from the defense aerospace

Will Quanta's Total Solutions Platform Power Its Long-Term Expansion?
Will Quanta's Total Solutions Platform Power Its Long-Term Expansion?

Quanta Services, Inc. PWR is sharpening its strategic positioning with a decisive expansion of the Total Solutions Platform, a move aimed at capturing the growing demand for integrated power

Will Oracle's NetSuite Division Accelerate Revenue Growth?
Will Oracle's NetSuite Division Accelerate Revenue Growth?

Oracle’s ORCL NetSuite division demonstrates sustained momentum in the mid-market enterprise segment, where businesses are transitioning from legacy on-premises systems to cloud-based platforms. The

BASF's New Localized Ultradur Supply to Answer High Demands
BASF's New Localized Ultradur Supply to Answer High Demands

BASF SE BASFY recently announced the scale-up in India with its Ultradur specialty grades, like flame-retardant and hydrolysis-resistant, now available in the country. This underlined BASFY’s

SCL Wraps Up Subsidiary Divestment, Core Operations Enhanced
SCL Wraps Up Subsidiary Divestment, Core Operations Enhanced

Stepan Company SCL recently announced the completion of the sale of its subsidiary Stepan Philippines Quaternaries, Inc. (“SPQI”), manufacturing assets located in Bauan, Batangas, Philippines. The

Can Non-Discretionary Tenants Help Realty Income Withstand Any Cycle?
Can Non-Discretionary Tenants Help Realty Income Withstand Any Cycle?

Realty Income O has built its reputation around consistency, and that shows clearly in how it structures its tenant base. Rather than leaning on more cyclical categories, the REIT has concentrated

Big Morning of Data: Any of It Good?
Big Morning of Data: Any of It Good?

Tuesday, November 25, 2025Pre-market futures are busy digesting this morning’s economic and earnings reports, of which there are plenty. We have to delve a bit into the past to find them as

Disney vs. Apple: Which Media-Tech Giant Has Better Upside Potential?
Disney vs. Apple: Which Media-Tech Giant Has Better Upside Potential?

Disney DIS and Apple AAPL represent two iconic American companies, trading as mega-cap stocks, that have expanded beyond their original domains into converging territory. Disney has evolved from

Betting on the Backbone: 3 AI Infrastructure Stocks
Betting on the Backbone: 3 AI Infrastructure Stocks

Many investors vividly remember the dot-com bubble of the late 1990s. During that era, speculative websites with no revenue collapsed, wiping out billions in market value. However, the companies

NVTS Aims at AI Energy Needs: Will This Fuel Long-Term Gains?
NVTS Aims at AI Energy Needs: Will This Fuel Long-Term Gains?

Navitas Semiconductor NVTS is trying to reposition itself around high-power markets, and its inclusion in NVIDIA’s new 800-volt artificial intelligence (AI) factory ecosystem is an important step

Are These 3 Under-the-Radar AI Stocks the Next Big Growth Stories?
Are These 3 Under-the-Radar AI Stocks the Next Big Growth Stories?

The close of 2025 has been somewhat of a trying time for AI bulls, as voices calling the artificial intelligence boom a bubble are growing louder.

NVIDIA Corp. (NASDAQ: NVDA), the world's largest

Billings & Customer Retention: DOCU's Business Strength Indicators
Billings & Customer Retention: DOCU's Business Strength Indicators

Docusign’s DOCU core subscription business has displayed strength over the past quarters. During the first quarter of fiscal 2026, the dollar net retention rate increased to 101%, in line with the

Can Netflix's Streaming Pipeline Spark Holiday Growth in the Stock?
Can Netflix's Streaming Pipeline Spark Holiday Growth in the Stock?

Netflix NFLX reported third-quarter revenues of $11.51 billion, up 17% year over year, despite earnings falling short due to a Brazilian tax dispute. The streaming giant now faces a critical test

MVST's Huzhou Phase 3.2: CapEx Trends Support Expansion Plans
MVST's Huzhou Phase 3.2: CapEx Trends Support Expansion Plans

Microvast Holdings' MVST Huzhou Phase 3.2 project is key to expanding its production capacity. This APAC-focused plan is expected to commence initial production operations during the first quarter

NVTS vs. AMD: Which Semiconductor Stock is a Better Buy Right Now?
NVTS vs. AMD: Which Semiconductor Stock is a Better Buy Right Now?

Navitas Semiconductor NVTS and Advanced Micro Devices AMD are both important players in the semiconductor industry, especially as the industry shifts toward artificial intelligence (AI)-driven

Marvell Technology (MRVL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Marvell Technology (MRVL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Wall Street expects a year-over-year increase in earnings on higher revenues when Marvell Technology (MRVL) reports results for the quarter ended October 2025. While this widely-known consensus

Pure Storage (PSTG) Earnings Expected to Grow: Should You Buy?
Pure Storage (PSTG) Earnings Expected to Grow: Should You Buy?

Pure Storage (PSTG) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended October 2025. This widely-known consensus outlook

American Eagle Outfitters (AEO) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release
American Eagle Outfitters (AEO) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release

The market expects American Eagle Outfitters (AEO) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended October 2025. This widely-known