Dec 31, 2025 • inkl
BULLISH
What to Expect From Amazon in the 4 Weeks Before Earnings
Amazon.com Inc. (NASDAQ: AMZN) stock has been range-bound for months despite a strong overall year for the S&P 500. With earnings estimated for late January or early February, the next four weeks will be crucial for the stock's direction. Analysts remain bullish, particularly on AWS growth and Amazon's competitive positioning, suggesting a potential upside for the stock.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Increases Position in Digital Realty Trust, Inc. $DLR
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT significantly increased its stake in Digital Realty Trust (NYSE:DLR) by 100% in Q3, now holding 34,000 shares valued at approximately $5.878 million. Other major institutions like Norges Bank, Goldman Sachs, and Amundi also boosted their positions, leading institutional investors to collectively own about 99.71% of the company's stock. Digital Realty Trust announced a quarterly dividend of $1.22, but its high payout ratio of 126.1% raises questions about sustainability.
Dec 31, 2025 • MarketBeat
BULLISH
Alphabet Inc. $GOOG is Kempner Capital Management Inc.'s 5th Largest Position
Kempner Capital Management Inc. reduced its stake in Alphabet Inc. by 46.6% in Q3, holding 15,960 shares valued at $3.887 million, making it their 5th largest position. Despite this reduction, Wall Street analysts maintain a "Buy" consensus with an average target price of $313.04, following strong Q3 earnings and the initiation of a quarterly dividend. The company also faces positive sentiment due to Google Gemini adoption, cloud momentum, AI infrastructure advancements, and recent analyst upgrades, although regulatory risks related to DEI policies remain a concern.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Calamos Wealth Management LLC Purchases 3,589 Shares of International Business Machines Corporation $IBM
Calamos Wealth Management LLC increased its stake in International Business Machines (IBM) by 75.7%, adding 3,589 shares to own a total of 8,328 shares valued at approximately $2.35 million. Other institutional investors like Vanguard, State Street, and Geode Capital Management also significantly boosted their positions in IBM. The article also highlights IBM's strong Q3 earnings, its strategic positioning in AI and quantum computing, and a consensus "Moderate Buy" rating from analysts with an average price target of $293.38.
Dec 31, 2025 • AD HOC NEWS
NEUTRAL
The Truth About PDD Holdings Inc: Why This Sleeper Stock Is Wrecking the Competition
PDD Holdings Inc., parent company of the ultra-discount e-commerce platform Temu, has transitioned from an underdog to a significant market disruptor. The article explores whether this viral Chinese commerce giant is a worthwhile investment or merely a temporary hype, examining its business model, stock performance, and inherent risks. It also compares PDD with major competitors like Amazon and Alibaba, offering a verdict for potential investors.
Dec 31, 2025 • Automation.com
BULLISH
United Rentals Scales AI Applications With AWS
United Rentals has expanded its use of Manual Assist AI, a web-based application developed with Amazon Web Services (AWS) that provides AI-powered diagnostics and access to thousands of equipment manuals for its service teams. The solution is now used by over 4,000 monthly users, enabling quicker repairs, reduced downtime, and improved fleet utilization. This initiative is part of United Rentals' broader innovation strategy to enhance productivity and customer value through generative AI.