Dec 31, 2025 • ts2.tech
SOMEWHAT-BULLISH
FTAI Aviation stock jumps as “FTAI Power” targets AI data-center electricity crunch
FTAI Aviation's stock rose significantly after announcing "FTAI Power," a new unit targeting the AI data-center electricity crunch. This initiative will convert CFM56 jet engines into 25-megawatt power turbines, with production expected to start in 2026. Analysts view this as a potential long-term boost for FTAI's engine franchise, though execution risk remains a key watchpoint.
Dec 30, 2025 • ts2.tech
NEUTRAL
Upwork stock drops 3% today as UPWK slips below $20 with earnings ahead
Upwork (UPWK) stock dropped 3.4% to $19.60, slipping below the $20 mark in a muted trading session for the U.S. market. Investors are keenly awaiting the next earnings report, estimated for February 11, to gain insights into growth, margins, and the performance of AI-led products. The company's prior quarter results showed revenue of $201.7 million and GAAP net income of $29.3 million, with a 2% rise in gross services volume.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
CRH plc stock: steady climb, tactical consolidation and what Wall Street expects next
CRH plc has shown a steady climb, consolidating recently after a strong multi-month run, largely due to its focus on North American infrastructure. Analysts remain supportive, seeing further upside as infrastructure and U.S. construction spending remain resilient, contrasting with general building materials sector sentiment. The company's pivot towards higher-margin, U.S.-focused assets has led to significant re-rating and outperformance.
Dec 30, 2025 • AD HOC NEWS
BULLISH
Wall Street Is Sleeping on Steel Dynamics Inc – Here’s Why That Might Be Your Shot
Steel Dynamics Inc (STLD) is presented as a strong, often overlooked investment opportunity in the steel industry. Despite not being a social media favorite, the company's focus on essential infrastructure, efficient operations, and shareholder-friendly practices make it an attractive "cash-cow sleeper pick" for investors looking for stability and real-world economic exposure. The article contrasts STLD with its main rival, Nucor, highlighting STLD as a higher-upside, higher-volatility play for those who believe in the enduring strength of steel demand.
Dec 30, 2025 • AD HOC NEWS
BULLISH
Wall Street Is Sleeping on Steel Dynamics Inc – Here’s Why That Might Be Your Shot
Steel Dynamics Inc (STLD) is presented as a compelling investment opportunity, often overlooked by Wall Street caught up in meme stocks and AI plays. The article highlights STLD's strength in the physical economy, its efficient "mini-mill" business model, and its shareholder-friendly practices, suggesting it's a "money machine" for investors looking beyond speculative hype.
Dec 30, 2025 • ts2.tech
NEUTRAL
Sibanye Stillwater stock rebounds in premarket — here’s what’s driving SBSW now
Sibanye Stillwater (SBSW) stock rose in premarket trading after a previous session drop, driven by a rebound in gold and platinum prices. Investors are also anticipating the Federal Reserve's December meeting minutes and monitoring metal price volatility. The company's next major update, its second-half and full-year 2025 results, is scheduled for February 20, 2026.