Dec 31, 2025 • MarketBeat
BULLISH
Sterling Investment Management LLC Makes New $923,000 Investment in Truist Financial Corporation $TFC
Sterling Investment Management LLC initiated a new position in Truist Financial Corporation (NYSE:TFC) by acquiring 20,188 shares valued at approximately $923,000 during the third quarter. This investment comes as Truist's board authorized a $10 billion share buyback, reflecting management's belief that the stock is undervalued, and the company recently declared a quarterly dividend of $0.52 (4.2% yield) after beating EPS estimates. Other institutional investors also adjusted their holdings in Truist, indicating broader interest in the financial institution.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
The Truth About ServiceNow Inc: Why Everyone on Wall Street Is Suddenly Obsessed
ServiceNow (NOW) has evolved from merely back-office software to a critical platform managing corporate workflows, attracting significant Wall Street attention. The article explores why NOW is considered a "game-changer" due to its workflow engine, integration of AI, and "sticky" subscription-based business model, despite its premium valuation. It concludes that ServiceNow is a high-quality tech compounder for long-term investors, not a quick flip or a bargain stock.
Dec 30, 2025 • Benzinga
SOMEWHAT-BULLISH
EXCLUSIVE: AI, Nuclear, Quantum, Space — Jay Woods Says One Will Lead The Stock Market in 2026
Jay Woods, Chief Market Strategist at Freedom Capital Markets, believes quantum computing stocks, specifically Rigetti Computing (NASDAQ: RGTI), could lead the stock market in 2026, influenced by NVIDIA CEO Jensen Huang's views. While acknowledging the continued importance of AI, Woods emphasized that the focus is shifting to companies demonstrating tangible results and growth within less crowded sectors. He highlighted NVIDIA (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), and Broadcom Inc (NASDAQ: AVGO) as strong performers in the evolving AI landscape, while noting challenges for companies like Salesforce Inc (NYSE: CRM) and Adobe Inc (NASDAQ: ADBE) in the highly competitive AI space.
Dec 30, 2025 • ts2.tech
NEUTRAL
PepsiCo (PEP) stock edges lower today as Fed minutes loom and leadership shuffle takes effect
PepsiCo (PEP) stock saw a slight dip in midday trading amidst thin year-end volume and anticipation for Federal Reserve meeting minutes. The company is undergoing a leadership reshuffle, with new senior roles effective December 28, 2025, and continues to face activist pressure, particularly from Elliott Management. Investors are keen to see how these leadership changes impact future execution, cost efficiency, and overall performance, especially with a Q4 and full-year 2025 earnings report expected in early February 2026.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Autodesk Inc. Stock Just Flipped The Script: Hidden Tech Giant You’re Sleeping On?
Autodesk Inc. is a quiet tech giant that powers design and construction globally, yet its stock is often overlooked. The article delves into Autodesk's product strength, subscription-based business model, and stock performance, positioning it as a "pay-up-for-quality" long-term investment rather than a flashy short-term play. It highlights the company's critical role in digital transformation despite competitive pressures and valuation risks.
Dec 30, 2025 • Yahoo Finance Singapore
SOMEWHAT-BULLISH
Is Trending Stock Salesforce Inc. (CRM) a Buy Now?
This article analyzes Salesforce Inc. (CRM) to determine if it's a worthwhile investment, focusing on factors like earnings estimate revisions, revenue growth forecasts, and valuation. Salesforce has seen positive stock performance recently and analysts project continued earnings and revenue growth. However, its Zacks Rank #3 (Hold) suggests it may perform in line with the broader market.