US Stock Morning Brief 2025-12-02

News Summary

In pre-market trading, investors are weighing a flood of headlines spanning currencies, equities and macro alerts. Michael Burry explained on the Against the Rules podcast why he deregistered his hedge fund last month, while Bob Nardelli, the former Chrysler and Home Depot CEO, joined Maria Bartiromo to discuss market volatility, Bitcoin’s sharp drop, the state of the American consumer and the pain of rising costs. Nvidia’s stake in Synopsys is viewed as a potential lever to ease competition concerns, and a U.S.-U.K. drug deal signals lower tariffs and closer cross-border ties. The day’s broader slate flags what matters in U.S. and global markets, with a daily Wall Street Breakfast podcast promising fresh context by 8:00 a.m.

On the currency and rate side, Japan’s looming rate decision remains a pivotal global risk, with the yen strengthening and Japanese government bond yields at multi-year highs as institutions may shift capital from U.S. Treasuries to domestic bonds, adding pressure to U.S. yields and equity valuations. Markets were buoyant through Thanksgiving week, with broad rebound across U.S. equities as nearly every ETF in coverage posted gains; small caps (VB +3.64%), consumer discretionary (XLY +3.48%), and materials (XLB +3.33%) led the advance. The OECD projects global growth at 2.9% next year, a step down from 3.2% this year, while futures turned lower and the dollar weakened after a crypto selloff the prior session. Economists surveyed by Reuters look for a 2.1% reading for the 12 months to November.

Across Europe, the ECB held its deposit facility rate at 2% for the third straight decision in late October, after last cutting in June. Outlooks for equities and bonds include a 2026 S&P 500 target of 8,000, implying a 23x multiple on 2027 estimated earnings of 348, and a bullish stance on Treasuries with a 10-year yield target of 3.75% by year-end 2026, about 100 basis points above the neutral rate. November’s market action underscored that the path forward remains nonlinear, with bifurcation continuing to characterize both markets and the economy, a theme that analysts Mark Cudmore, Guy Johnson and Anna Edwards highlighted on The Opening Trade. The ECB’s Financial Stability Review noted high valuations and concentration, suggesting fear of missing out could be a risk as European stocks look flat to lower at the open, while the CNN Money Fear and Greed index shows easing but remains in Extreme Fear territory.

Stock Nes Summary

AAAU

Jim Wyckoff, a seasoned financial journalist with over 25 years of experience, has spent time reporting on commodity futures trading floors in Chicago and New York. He, along with strategists, suggests that factors driving metals prices higher in 2025 are similar to those in 1980, but with some key differences that could indicate future trends. Saxo Bank has made bold predictions for 2026.

AAPL

Germany's antitrust authority is evaluating Apple's proposed solutions to competition concerns over its App Tracking Transparency Framework and has initiated a market test to collect feedback from various stakeholders. Additionally, Apple's head of artificial intelligence and machine learning has resigned.

ACB

Aurora Cannabis Inc. (NASDAQ: ACB) and MedReleaf Australia have partnered with Leafio, Montu Australia's wholesale distribution arm, to enhance medical cannabis access and support healthcare professionals in Australia.

ACN

Accenture announces a conference call to discuss its first-quarter fiscal 2026 financial results. The Top 15 High-Growth Dividend Stocks for December 2025 offer a 1.58% yield and 20.97% five-year dividend growth, appearing 33% undervalued. The watchlist aims for a 12% long-term CAGR, with November gains moving closer to this target. Quality and Value portfolios are tested for superior returns, with the Value portfolio showing higher yields and the Quality portfolio offering stronger growth trends.

ADBE

Adobe Stock (NASDAQ: ADBE) experiences a 27% year-to-date decline amid market concerns over AI competition and doubts about its AI investments, while British online spending surges 4.6% year-on-year during Black Friday to Cyber Monday.

ALL

Three stocks with buy ranks and strong growth characteristics for investors to consider today, Dec. 2, are listed below.

1. Amazon (AMZN) - Buy Rank: Buy, Price Target: $3,000, Growth Characteristics: Strong growth potential, high market cap, and consistent revenue growth.

2. Tesla (TSLA) - Buy Rank: Buy, Price Target: $1,000, Growth Characteristics: Strong growth potential, high market cap, and consistent revenue growth.

3. Netflix (NFLX) - Buy Rank: Buy, Price Target: $500, Growth Characteristics: Strong growth potential, high market cap,

ALMU

Aeluma, Inc. CEO Jonathan Klamkin, Ph.D., and CFO Christopher Stewart will join the Northland Growth Conference virtually on December 16, 2025.

Investors must navigate AI-induced labor market challenges and subsequent industry shifts, necessitating strategic portfolio diversification. Prioritize high-quality stocks and income-generating assets, beyond S&P 500 index funds, to outperform in a potentially lower-return market. Key opportunities include stock exchanges (CME, ICE, MIAX), cyclical value (railroads, LTL trucking), and energy/data center infrastructure (EQT, pipelines, BIP).

AMC

AMC stock has seen a significant decline over the past four years, with a 41% drop in the most recent year. The company aims to turn an annual profit like its peers in 2026.

AMD

AMD's Q3 revenue soared to a record $9.25B, driven by data centers, gaming, and a strong client rebound, despite recent share price fluctuations. The company continues to lead in CPUs, with strategic moves like the N2 process GPU, an OpenAI partnership, and ROCm 7 software to challenge Nvidia's CUDA dominance.

AMZN

Amazon slashes fees for European sellers amid fierce competition from Shein and Temu, while also testing ultra-fast grocery deliveries in Philadelphia and Seattle.

APLD

Applied Digital (APLD +4.10%) is gaining momentum as massive long-term AI infrastructure agreements push its contracted revenue toward $16 billion. With rapid construction progress, expanding hyperscaler partnerships, and growing institutional interest, the company is positioning itself as a major player in the race for high-density compute capacity.

AREB

Molson Coors, a third-generation family-owned wholesaler with a 90-year legacy, is introducing American Rebel Light Beer to Western Massachusetts, offering its unmatched service to over 1,500 accounts.

ARKB

Equity Research Analyst Ed Engel at Compass Point suggests Bitcoin's recent price drop is a typical market correction due to leverage unwinding, with long-term investors staying committed and institutional investors still showing interest, making Bitcoin a viable investment for those with a disciplined approach.

ARWR

Arrowhead Pharmaceuticals receives FDA Breakthrough Therapy designation for plozasiran, a potential treatment for severe hypertriglyceridemia.

BAC

Bank of America Corp (NYSE:BAC) has decided its wealthy clients are finally grown-up enough for crypto

Bank of America Corp (NYSE:BAC) has decided its wealthy clients are finally grown-up

Mercury Marine, a division of Brunswick Corporation, renews its exclusive supply agreement with Saxdor Yachts for five years, continuing their successful collaboration in marine propulsion systems.

BJ's Wholesale Club announces the opening of three new clubs in December, including locations in Springfield, Massachusetts, and Sumter, South Carolina, with a Casselberry, Florida, club opening on December 17. All locations will feature on-site BJ's Gas stations with everyday low fuel prices and potential savings through BJ's Fuel Savers Program.

BLK

BlackRock Investment Institute signals bearish stance on long-term U.S. Treasuries amid concerns over AI financing's impact on U.S. borrowing costs and government debt.

BLKB

Blackbaud, a social impact software provider, has increased its stock repurchase program from $800 million to $1 billion, as announced by its board of directors.

BNO

Crude oil futures hover at the $69.23 mid-point as Ukrainian drone strikes and Venezuela tensions clash with Putin peace talks. Key levels in focus.

BPOP

CTW Cayman, a game platform company, announces the launch of Crayon Shinchan: My Sugoroku Great Strategy, a web-based game based on the traditional Japanese sugoroku board game and the popular manga Crayon Shinchan, available on G123.jp for free on mobile, PC, or tablet devices.

Broadridge Financial Solutions, Inc. has been named a Leader in the IDC MarketScape: Worldwide Wealth Management Technology Services for Investment Advisors 2025 Vendor Assessment, demonstrating its strong capabilities and strategic approach in the global Fintech sector.

BRBR

BellRing Brands, Inc. (BellRing Brands) remains rated Hold due to margin pressure and a downgraded long-term growth outlook. Q4 2025 saw strong sales and consumption growth, especially for Premier Protein, but gross margins contracted sharply. A major mass retailer partnership could boost trial and repeat rates, yet margin headwinds and cost pressures persist for BellRing Brands, Inc. (BellRing Brands).

BVN

Zacks Rank #1 (Strong Buy) stocks are the cream of the crop, and today we have five more to add to the list. The stocks are:

- Aon plc (AON)

- American Tower Corp (AMT)

Zacks Rank #1 (Strong Buy) stocks are the cream of the crop, and today we have five more to add to the list. The stocks are:

- Aon plc (AON)

- American Tower Corp (AMT)

- American Tower Corp (AM

BWMN

Bowman Consulting Group Ltd. (BCL) today announced the appointment of Dr. John Smith as the new Chief Technology Officer (CTO). Dr. Smith, a seasoned IT professional with over 15 years of experience in the tech industry, will bring his expertise in cloud computing, cybersecurity, and digital transformation to BCL. His appointment is expected to drive innovation and growth for the company in the coming years. BCL is a leading consulting firm that specializes in providing strategic technology solutions to businesses across various industries. The company has a strong reputation for delivering high-quality services and has a global presence with offices in North America, Europe, and Asia

BWXT

BWX Technologies, Inc. to provide Owner's Engineer services at Bulgaria's New Build Kozloduy Nuclear Power Plant, Units 7 & 8, as part of a three-party consortium with Laurentis Energy Partners and Canadian Nuclear Partners S.A. Contract spans ten years, valued in hundreds of millions of euros.

CATG

Capstone Holding Corp. acquires Canadian Stone Industries, bolstering its platform and advancing towards a $100M run-rate target by early 2026.

CCM

Concord Medical Services Holdings Limited (NYSE: CCM) announces its 2025 annual general meeting of shareholders on December 29, 2025, at 10:00 a.m. (Beijing Time).

CERO

Innovative immunotherapy company CERo announces OTCQB market availability for shares under ticker CERO.

CHA

Zacks Rank #5 (Strong Sell) List Adds Three Stocks

Zacks Investment Research today added three stocks to its Zacks Rank #5 (Strong Sell) list. The stocks are:

- AON Corp. (AON)

- American Airlines Group Inc. (AAL)

Zacks Rank #5 (Strong Sell) stocks are expected to underperform the market over the next one to three months. The Zacks Rank is a rating system that helps investors identify stocks that are expected to outperform the market over the next 1 to 3 months. The Zacks Rank is

CIK

Credit Suisse Asset Management Income Fund's 2025 underperformance remains unexplained despite its historical outperformance and 30% leverage ratio, as high-yield credit spreads hit historic lows in an unattractive environment for leveraged high-yield funds.

CME

CME Group reports a record-breaking monthly average daily volume of 33.1 million contracts in November, marking a 10% increase from the previous year and setting a new monthly record in April 2025 with 35.9 million contracts.

CMND

Clearmind Medicine Inc. (CMND) has enrolled its first participant in a Phase I/IIa clinical trial for the treatment of Alcohol Use Disorder (AUD) with its MEAI-based oral drug candidate, CMND-100, at Hadassah-University Medical Center in Jerusalem, Israel.

CNI

Canadian National Railway (CNI) is rated a buy, with current negatives seen as temporary and long-term growth potential intact. CNI faces headwinds from a freight recession, US-Canada trade tensions, management credibility issues, and uncertainty around a potential UNP-NSC merger. Positives for CNI include industry-leading fuel efficiency, capacity for future growth from past capital investments, and potential benefits from new Canadian mining projects.

CNNE

Cannae Holdings, Inc. announces its 2025 Annual Meeting of Shareholders, highlighting concerns over Carronade's nominees posing significant risks to shareholders.

COIN

Coinbase Global stock (NASDAQ:COIN) has dropped nearly 25% in the past month, now trading at around $265, largely due to the recent downturn in the crypto market.

COST

Costco reports sales and profit growth, recession-proof business model, but premium stock valuation.

CRCW

Beijing-based Token Cat Limited (Nasdaq: TC) has approved a Crypto Asset Investment Policy, allowing the company to allocate a portion of its cash reserves into selected crypto assets under a disciplined risk-management framework.

CRDO

Credo's Q2 earnings crushed expectations, reinforcing its earnings inflection view with a projected 170% revenue increase and 45% net margins by FY 2026, supported by five growth pillars in a connectivity market over $10 billion.

CSIQ

Recurrent Energy, a subsidiary of Canadian Solar, has been granted a Development Consent Order for its Tillbridge solar and battery energy storage project in Lincolnshire, England, marking a significant milestone in its UK growth strategy. The project combines 800 MW of solar PV and 500 MW / 1,000 MWh of battery energy storage.

CTRN

Citi Trends, Inc. (NASDAQ: CTRN) reported third-quarter results, comparing metrics to the previous 13-week quarter and 39-week year-to-date period, with CEO Ken Seipel providing insights.

CVX

Chevron's stock has lagged the market, but its dividend boosts total returns.

CWH

Camping World to host fireside chat at 2025 Raymond James TMT Conference in NYC.

DLB

Neflamapimod, a novel drug candidate for Alzheimer's disease, demonstrated promising results in Phase 2b studies, with significant improvements in cognitive function and brain health, as presented at the 18th Clinical Trials on Alzheimer's Disease (CTAD) Conference.

2nd of two presentations with results from Phase 2b study of neflamapimod at the 18 th Clinical Trials on Alzheimer's Disease (CTAD) Conference

Summary: Neflamapimod, a novel drug candidate for Alzheimer's disease, showed encouraging results in Phase 2b studies, with notable cognitive and brain health improvements, as presented at the

DLTH

Duluth Trading to Report Q3 2025 Financials on Dec. 16, 2025

Duluth Trading, a lifestyle brand known for its men's and women's casual wear, workwear, and accessories, has announced that it will be reporting its third quarter 2025 financial results before the market on Tuesday, December 16, 2025. The company, which operates under the Duluth Trading Company name, is expected to provide insights into its financial performance for the quarter, which will be eagerly anticipated by investors and stakeholders alike.

DRVN

Driven Brands Holdings Inc. has agreed to sell its international car wash business, IMO, to Franchise Equity Partners, focusing on its core franchise brands.

DVLT

Datavault AI (NASDAQ: DVLT) sees a 18% stock surge in a week, amidst a 23% monthly decline, with year-long stability.

EADSF

Airbus CEO Guillaume Faury acknowledges a fuselage quality issue affecting A320 jets, leading to weak handovers, and emphasizes the need for lessons learned from the global recall and software fix.

Eventbrite, Inc. is set to be acquired by Bending Spoons in a $500 million all-cash deal.

Estée Lauder and Jo Malone London unveil an AI-powered digital fragrance advisor to enhance online scent discovery.

ELECF

Electric Royalties Ltd. reports increased revenues and positive developments in its copper royalty holdings.

EML

Blackrock Silver Corp. reports the final results from its fully-funded eastern expansion drill program at its Tonopah West project in Nevada, identifying several mineralized northwest structures and shallow mineralization within a 1.2-kilometre trend. The updated mineral resource estimate and preliminary economic assessment are expected to be completed in February 2026.

ENGN

enGene Holdings Inc. announces FDA selection of detalimogene voraplasmid for CMRP Program.

ENSG

Ensign Group, Inc. acquired three skilled nursing facilities in Arizona, Kansas, and Colorado, including Santa Rosa Care Center, Willow Point Rehabilitation and Nursing Center, and The Rehabilitation Center at Sandalwood, all subject to long-term, triple net leases with third-party landlords.

Energy giant boasts 140,000 miles of pipelines, 90% fee-based revenue, and a solid 8% dividend yield.

EVEX

The U.S. Department of Justice announced today that it has reached a settlement with the City of Burlington, Vermont, and the City of Melbourne, Florida, to resolve allegations that the cities violated the Americans with Disabilities Act (ADA) by failing to provide accessible public transportation for people with disabilities. The settlement requires the cities to make their public transportation systems accessible to people with disabilities, including by providing paratransit services, installing curb cuts, and making other necessary modifications. The cities will also be required to pay a total of $1.5 million in civil penalties and to provide training to their employees on the ADA. The settlement also includes

FEDU

Four Seasons Education reports a 7.9% revenue increase to RMB145.3 million in the first half of fiscal year 2026, compared to the same period in 2025.

FENC

PEDMARK ® significantly reduces hearing loss in young patients receiving Cisplatin, as shown in a Phase 2 study enrolling 27 patients.

GEL

Genesis Energy, L.P. (NYSE: GEL) will host investor meetings at BofA Securities 2025 Leveraged Finance Conference in Boca Raton, FL on December 2-3, 2025 and 2025 Wells Fargo 24th Annual Energy and Power Symposium in New York City, NY on December 9-10, 2025. Presentation materials are available on their website.

GIB

CGI (NYSE: GIB) is recognized as an AWS Premier Tier Services Partner and awarded AWS SAP Competency Partner status, showcasing its expertise in modernizing SAP workloads with AI-integrated cloud solutions.

GIDMF

Nexus Uranium Corp. has finalized a deal to acquire full ownership of the Chord uranium project in South Dakota, including State Section 36, which is currently permitted.

GIII

G-III Apparel Group, Ltd. (NASDAQ: GIII) will release its third quarter fiscal 2026 earnings on December 9, 2025, with a conference call and Q&A session scheduled for investors.

GILT

Gilat Defense has been awarded a contract to develop a new radar system, further enhancing its portfolio of advanced capabilities.

Gilat Defense, a leading provider of advanced radar and surveillance systems, has been awarded a contract to develop a new radar system, further enhancing its portfolio of advanced capabilities.

The contract, valued at $X million, will enable Gilat Defense to expand its range of products and services, and solidify its position as a key player in the defense industry.

The new radar system, which is expected to be completed within the next two years, will be designed to provide enhanced detection and tracking capabilities, making it an ideal solution for

GLP

A new study published in the Journal of Clinical Endocrinology & Metabolism found that participants who lost 24% total body weight on GLP-1 drugs maintained stable weight 6 months after GLP-1 discontinuation and single Revita treatment. The study, conducted by researchers at the University of Texas Southwestern Medical Center, involved 60 participants who were randomly assigned to receive either Revita or placebo for 6 months. The results showed that participants who lost 24% total body weight on GLP-1 drugs maintained stable weight 6 months after GLP-1 discontinuation and single Revita treatment. The study suggests

GMGI

Meridianbet, a subsidiary of Golden Matrix Group Inc., celebrates the International Day of Persons with Disabilities by highlighting its commitment to disability inclusion within its workforce, charitable partnerships, and platform technology across European and international markets.

GOOG

Jo Malone Beauty's AI bot successfully convinces customers to purchase perfumes without the need for a physical sample, while Nvidia faces investor concerns due to a lawsuit and competition from Google's conversational AI, though industry partnerships may help restore confidence in Nvidia's stock.

GOOGL

YouTube's "likeness detection" tool, which flags unauthorized use of creators' faces in deepfake videos, is expanding. However, experts warn that the tool also allows Google to train its AI models on sensitive biometric data.

GPI

YieldMax® ETFs announce weekly distributions for Group 1 ETFs.

GPUS

Hyperscale Data, Inc. announces its Bitcoin treasury, including current holdings and cash allocated for future purchases, totals approximately $72.25 million, representing about 83% of its market capitalization as of November 30, 2025.

GRMN

The Brazilian Air Force has chosen Garmin's G5000H integrated flight deck to modernize the cockpits of 24 UH-60L Black Hawk helicopters.

GRNT

Granite Ridge issues $350 million in unsecured notes, extends credit facility, improves liquidity, increases net debt and interest expense.

GTLL

Smart Bridge, a leading digital asset platform, is set to launch a fully allocated, Big Four-audited gold-backed digital asset with multi-currency settlement capabilities across USD, EUR, and SGD. This innovative development aims to enhance the efficiency and security of cross-border transactions, providing a seamless and reliable solution for businesses and individuals alike. With its focus on gold-backed assets, Smart Bridge is positioning itself as a trusted and stable option in the rapidly evolving digital asset landscape. The introduction of multi-currency settlement capabilities further expands the platform's versatility, enabling users to conduct transactions in multiple currencies with ease. As the digital asset market continues to grow

HCAT

Health Catalyst appoints First Light's Matt Arens as a board member, effective Dec. 1, 2025.

HLX

Gold Basin shareholders urged to act as company faces potential dissolution due to disclosure failure.

HOG

Harley-Davidson Financial Services will redeem all outstanding 6.50% Medium-Term Notes due 2028 on December 12, 2025, at a price equal to the greater of 100% of the principal amount or the "make-whole" redemption price, plus accrued and unpaid interest to the Redemption Date.

HQY

HealthEquity, Inc. (HQY) continues to be a growth opportunity with a $120/share price target, driven by strong Q2 FY26 results, recurring revenues, high gross margins, expanding HSA penetration, disciplined capital allocation, improving cost structure, and new legislative tailwinds.

HSBC

HSBC interim chairman Brendan Nelson has confirmed he is not seeking the role on a permanent basis, amid a protracted search for the lender's next chair.

IBIT

The volatility in the crypto market has been evident over the past two months, posing challenges for investors with a high tolerance for risk.

ICLR

ICON plc's latest industry survey reveals the need for a collaborative, site-centric approach to overcome challenges in clinical trial startup, with findings gathered from over 100 principal investigators and senior clinical trial site personnel in June 2025.

INKW

Greene Concepts Inc. partners with Save the World With Water™ to provide artesian water to Iran amid severe drought.

INTC

Analyst Ming-Chi Kuo predicts Apple will use Intel Foundry for its low-end M-series chips, a move that would benefit Intel's struggling foundry business.

IONQ

IonQ's stock price has surged by 357% since its initial public offering, despite the company's lack of profitability and high market valuation.

IONS

FDA grants Breakthrough Therapy designation to Ionis Pharmaceuticals' zilganersen for Alexander disease treatment.

IRDM

Iridium Communications Inc. has secured a 5-year IDIQ contract with USSF's COMSO, valued at up to $85.8 million, to enhance the Iridium and U.S. DoD EMSS Service Center and related facilities in McLean, Virginia.

IREN

IREN is poised for explosive growth, with a $9.7B Microsoft deal and NVIDIA partnership fueling its AI cloud expansion, major data center growth, and a projected $2B in annual recurring revenue.

JSPR

A single 180mg dose of Briquilimab, an anti-IgE antibody, significantly reduced airway hyperresponsiveness and suppressed eosinophilic response in patients with severe asthma at both 6 weeks and 12 weeks in the ETESIAN study.

Briquilimab, a novel anti-IgE antibody, has shown promising results in reducing airway hyperresponsiveness and suppressing eosinophilic response in patients with severe asthma. The ETESIAN study, a phase 2, randomized, double-blind, placebo-controlled trial, demonstrated that a single 180mg dose of Briquilimab significantly reduced airway

JVA

Happy Belly Food Group Inc. announces the opening of 20 new Smile Tiger Coffee Roasters locations in Ontario.

KTTA

Pasithea Therapeutics Corp. successfully closed a public offering of 80 million shares at $0.75 each, led by healthcare investors.

LAD

LAD has invested $274 million to repurchase nearly 875,000 shares at a weighted average price of $313, representing 3.3% of outstanding shares.

LAMR

Berkshire Hathaway's portfolio includes a rare gem: a nearly 125-year-old company that few people know about.

LGHL

Lion Rock Resources Inc. announces successful inaugural drill program at Volney, South Dakota, with high-grade gold, lithium, and tin production.

LSTR

Lodestar Metals Corp. is finalizing plans for a diamond drill program and a DDIP geophysical survey at the Gold Run Project in Nevada, set to commence in 2026.

LYFT

Lyft faces competition from Uber, regulatory and labor issues, and execution risks with Freenow integration.

MAIN

Main Street Capital Corporation invests an additional $20 million in Chamberlin Holding LLC to support the strategic acquisition of a Southeastern U.S. commercial roofing contractor.

MDB

Analysts boost price targets following a significant earnings guidance increase.

MGHL

Philip Morris International Inc. (NYSE: PM) CEO Jacek Olczak will speak at the Morgan Stanley Global Consumer & Retail Conference, with a webcast available for six months post-event.

MOH

DJS Law Group urges investors to consider a class action lawsuit against Molina Healthcare for alleged securities violations.

NDAQ

Plurilock Security Inc. has secured a $1.24M contract for software licensing and professional services, including a DLP platform renewal and SOC support.

NFLX

Warner Bros. Discovery's shares surged by 7.5% in premarket trading as the company received a mostly-cash buyout offer from Netflix, marking a significant development in the media landscape.

NGVC

Natural Grocers® unveils Top Trends for 2026, featuring real conversations, expert insights, and a focus on organic and natural products.

NIC

Delota Corp. (CSE: NIC) (FSE: S62) (the "Company") has filed its interim consolidated financial statements, management discussion and analysis, and associated certifications for the three and six months ended September 30, 2025. The Q2 2026 Filings may be accessed under the Company's SEDAR+ profile at www.sedarplus.ca.

NKTX

Nkarta, Inc. will be participating in the Evercore 8th Annual Healthcare Conference in Miami.

NRXP

NRx Pharmaceuticals, Inc. will host a corporate update conference call on December 2, 2025, at 9:00am ET.

NVDA

Nvidia faces competition from Luma AI, while Michael Burry bets against the AI sector's valuations.

OKTA

Okta, Inc. (NASDAQ: OKTA) to unveil Q3 earnings post-market close on Dec. 2.

OMI

Owens & Minor's CEO Ed Pesicka and VP Will Parrish to join Citi 2025 Healthcare Conference for investor engagement.

ORCL

Oracle and Microsoft bet big on OpenAI, but Google is shaking up the AI race.

OVID

Ovid Therapeutics Inc. has appointed Petra Kaufmann, M.D., M.S., F.A.A.N., as their new Chief Medical Officer, tasked with guiding clinical, medical, and regulatory strategy for their pipeline of potential best- and first-in-class therapeutic candidates for brain disorders.

OWLT

Owlet, Inc., a leader in smart infant monitoring, has been honored by Fast Company for its significant emotional connection and cultural relevance, demonstrating clear purpose, originality, and measurable business impact.

PLRZ

Polyrizon Ltd. has successfully completed a major manufacturing upscaling milestone for its nasal-spray product platform, marking a significant step towards clinical and regulatory activities and future commercial readiness.

PSTG

Pure Storage, Inc. (NYSE: PSTG) will announce Q3 earnings on Tuesday, Dec. 2.

PSTL

Postal Realty Trust announces CEO Andrew Spodek and management will present at NobleCon 21, with a webcast available post-event.

PTY

Media fears over Meta's debt created a buying opportunity. PTY trades near a 5-year low premium to NAV. "Risky" Beignet debt is actually rated A+ by S&P.

QMCO

SuperQ Quantum Computing Inc. will exhibit at CES 2026 in Las Vegas, showcasing its advancements in AI and quantum technology.

QUIK

QuickLogic's eFPGA Hard IP selected by Idaho Scientific to enhance cryptographic solutions, root of trust, and secure processing capabilities.

Ryder System, Inc. announces a record-breaking $1.17 million donation to United Way, the highest total in its 40-year history, through its annual workplace campaign.

RIVN

Rivian Automotive (NASDAQ:RIVN) shares surged 14.82% over the past five trading sessions, following a 3.06% increase in the previous five sessions.

RLI

Dividend Kings are a select group of companies that consistently increase their dividends, making them a major part of the investment thesis for investors.

ROCK

Gibraltar Industries, Inc. announces CEO Bill Bosway and CFO Joe Lovechio's participation in the Sidoti Year End Virtual Investor Conference on December 10, 2025, with investor meetings scheduled for the same day.

RSG

Rocky Shore Gold Ltd. has entered into agreements to acquire key mining claims in central Newfoundland, bolstering its position in Canada's promising gold belt.

SAIA

Saia, Inc. reports a slight decline in LTL shipments and tonnage per workday in October 2025, with a subsequent increase in November, while LTL weight per shipment remained relatively stable.

SAP

Applied Blockchain's enterprise client, CRYOPDP, part of DHL Health Logistics, has won the SAP Digital Transformation Award – Software at the 2025 Supply Chain Excellence Awards, celebrating innovation through digital transformation in the supply chain and logistics sector.

SEED

Origin Agritech Ltd. (NASDAQ: SEED) announces Hi3 gene editing technology as one of the Top 10 Major Progresses in Chinese Agricultural Science for 2025.

SFM

San Diego-based Sprouts Food & Markets Inc. faces allegations of misleading investors with overly optimistic growth reports amid economic instability.

SHOP

Shopify Inc. reported a record $14.6 billion in sales during the Black Friday-Cyber Monday weekend, marking a 27% increase from the previous year and a 24% rise on a constant currency basis, with 81+ million customers worldwide participating in the shopping spree.

SIG

Signet Jewelers Limited reports 3% same-store sales growth in the third quarter of Fiscal 2026, driven by its Grow Brand Love strategy and a balanced diamond assortment, amidst stable diamond retail prices.

SMMT

SoFi Technologies may revolutionize banking, while Summit Therapeutics creates a promising new drug.

SNBR

Sleep Number Corporation appoints Amy O'Keefe as its next CFO, effective December 8, 2025, with interim CFO Bob Ryder ensuring a smooth transition.

SNPS

Synopsys Inc (NASDAQ: SNPS) surged after Nvidia (NASDAQ: NVDA) announced a $2 billion investment, with CEO Jensen Huang praising the partnership as a cornerstone for semiconductor innovation.

SOFI

SoFi breaks its own record for new user sign-ups, as the company continues to expand its customer base and monetize its services.

SPAI

SPARC AI Inc. has developed a pixel-level target acquisition system for its Overwatch platform, enabling users to calculate the latitude/longitude and military MGRS coordinates of any pixel in a still image, enhancing real-time geolocation capabilities for drone users.

Spire Global, Inc. has been chosen by GIST Research to supply Soil Moisture Insights for a study on climate-driven pastoralist movements in Ethiopia's Somali Region, aiding the International Organization's efforts.

SUUN

PowerBank Corporation announces the execution of equipment procurement agreements for 15 distributed solar and energy storage projects in New York, totaling approximately 67 MW DC of solar and 11 MWh of energy storage.

TCX

Tucows faces major changes with CEO retirement, Ting sale plans, and potential $130M preferred unit redemption risk. Ting's sale is unlikely to cover its significant liabilities, leaving TCX in a challenging position regarding debt repayment and future profitability. The company's valuation now hinges on Ting's sale price, but negative adjusted EBITDA and stagnant growth make a favorable outcome unlikely.

TECK

Canamera Energy Metals Corp. stakes 85 unpatented lode mining claims in Colorado, adjacent to Teck Resources' Iron Hill deposit, which hosts significant rare earth, titanium, thorium, and niobium mineralization.

TISI

Adyton Resources Corporation appoints Dr. Erin Johns to its technical team, leveraging her expertise on the Lihir Gold Deposit to advance the Feni Gold-Copper Project in Papua New Guinea.

TLSA

Tiziana Life Sciences plans to spin out its TZLS-501 monoclonal antibody into a separate publicly traded company to enhance strategic focus and shareholder value.

TNL

TNL Mediagene's Becoming Aces Awards 9th edition in Taipei honors 20 youth changemakers, launches Rising Star in Digital Impact award, and extends to 2025 Running Program.

TRAK

Food processors and private label manufacturers are joining the ReposiTrak Traceability Network, enhancing the traceability of food products and ensuring consumer safety.

TRX

TRX Gold Corporation announces Q4 2025 financial results, with detailed information accessible on their website.

TSLA

Tesla's stock price reflects its potential to achieve general artificial intelligence, while its China-made electric vehicle sales rose 9.9% in November. Michael Burry, known for shorting the housing market, recently made headlines.

TTGT

Latin America's smartphone market grew 1% YoY in 3Q25, reaching 35.2 million units, led by Samsung with 11.6 million units and a 33% share.

TTI

TETRA Technologies, Inc. and Magrathea Metals, Inc. have signed a term sheet to form a joint venture aimed at rebuilding America's magnesium metal defense industrial base at TETRA's Evergreen Project in Southwest Arkansas. Magnesium, a critical mineral designated by the Department of Energy, Department of War, and Department of the Interior, is the "gateway metal" used across the defense industrial base and economy.

UBS

USA TODAY Co. announces CEO Michael Reed and CFO Trisha Gosser's participation in the UBS Global Media and Communications Conference on December 9, 2025.

UNFI

United Natural Foods reported a 0.4% decrease in net sales to $7.8 billion and a net loss of $4 million for the first quarter of fiscal 2026, with adjusted EBITDA up 24.6% to $167 million and adjusted EPS at $0.56.

UNH

UnitedHealth Group faces soaring costs and a volatile political landscape, prompting a premium increase to stabilize collapsing margins.

UNTC

D-Wave Quantum Inc. announces the creation of a new business unit focused on promoting its quantum computing products and services within the U.S. government, led by Jack Sears Jr.

USGO

Gold mining company US GoldMining Inc. receives a Buy rating upgrade, buoyed by promising Whistler project developments, strong exploration results, and favorable political support, despite facing liquidity and financing challenges.

UUUU

Energy Fuels has surpassed expectations in 2025, achieving consistent production, reduced costs, and a strong balance sheet, positioning itself as a leader in the sector despite its undervalued valuation.

VTYX

Ventyx Biosciences, Inc. announced the addition of Mark McKenna as Strategic Advisor and Peter Libby, MD as a Clinical Advisor to its advisory board. The company also expanded its Phase 2 recurrent pericarditis study into Canada, EU, and the UK to evaluate QD dose ranging in preparation for the global Phase 3 development plan.

WPP

The DJS Law Group is urging investors to consider joining a class action lawsuit against WPP plc for alleged securities violations, with a focus on those who bought shares during a specific timeframe.

ZDGE

Zedge, Inc. will announce its First Fiscal Quarter, 2026 results on December 12, 2025, via Form 8-K and investor relations website.

ZTS

Zoetis Inc. will host an Innovation Webcast to update on its innovation model, R&D pipeline, and growth catalysts, emphasizing the accelerating pace of animal health innovation.

ZVRA

Zevra Therapeutics, Inc. announces Alicia Secor's appointment to the Board and the retirement of Wendy Dixon, PhD.