Today is the last Friday of 2025. I hope your Christmas Day celebrations were merry and joyful. Next up: New Year’s Eve and 2026. As I considered what to write for today’s commentary on unusual options activity, it occurred to me that I would be writing before Christmas Day, so I needed a subject that was backward-looking yet still interesting to readers. More News from Barchart I like to look back from time to time to see how past option strategies played out, regardless of their success. Accountabil ...

Core Viewpoint - FedEx Corporation (NYSE:FDX) is undergoing a significant turnaround, with recent earnings exceeding analyst expectations, indicating positive momentum for the company [2]. Financial Performance - FedEx reported $23.5 billion in revenue and $4.82 in earnings per share for the fiscal second quarter, surpassing analyst estimates of $22.8 billion and $4.12 respectively [2]. - Following the earnings report, BMO Capital raised the share price target for FedEx from $265 to $290 while maintaining a Market Perform rating [2]. Business Strategy - The CEO of FedEx, Raj Subramanian, emphasized the strength of the business-to-business segment and the healthcare vertical, which has significant growth potential, estimating healthcare could reach $40 billion [3]. - FedEx experienced a strong Black Friday performance, and although there was a subsequent decline, business has rebounded [3]. Market Sentiment - Since Jim Cramer's positive comments on December 19th, FedEx shares have increased by 2.2% [2].

Core Insights - FedEx has experienced a significant stock recovery after a 25% drop in the first four months of 2025, with a strong comeback attributed to its June quarterly report highlighting savings from the DRIVE program [2] - The company achieved its fiscal 2025 DRIVE target of $2.2 billion and aims for permanent cost reductions of $1 billion in the current fiscal year through its DRIVE and Network 2.0 transformation programs [3] - Following the June report, FedEx has seen consistent growth in revenue, net income, and earnings per share, with a 6.84% year-over-year revenue growth reported for Q2 FY26, the highest since Q2 2022 [4] Spinoff Details - FedEx plans to spin off its freight division into an independent company named FedEx Freight, which is set to begin trading on the NYSE under the ticker FDXF on June 1 [6] - This spinoff is expected to enhance shareholder value by allowing FedEx to focus on its core parcel, ground, and express shipping services, while FedEx Freight will concentrate on trucking [8] - Investors will have the option to invest in either FedEx as a pure courier stock or in FedEx Freight for those interested in the freight sector [8]

In this piece, we will look at the stocks Jim Cramer recently discussed.In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed OpenAI’s valuation after media reports suggested that the firm was trying to raise $100 billion in capital at a valuation of $830 billion. OpenAI has become one of the most valuable startups in the world in the era of AI. However, the $830 billion figure came weeks after other media reports had suggested that the AI company was raising capital at a $500 billion ...

Stock Picks & Recommendations - First Solar was named a top pick at Mizuho, despite a 6% drop in stock price today [1][2] - Live Nation is considered a top pick at Evercore, seen as a crown jewel in a secular trend of intensified concert attendance [2][3] - Estee Lauder's target was raised to $100 at Jefferies, with optimism for a turnaround by 2026 driven by recovery in US and China prestige makeup markets, margin rebuild plan, and cost-cutting efforts [3][4] - Amtech is at a record high, benefiting from strong momentum in electrical equipment and supplies across commercial aerospace and utilities sectors [6][7] Company Specifics & Industry Trends - Alphabet's move into clean energy benefits First Solar, as Intersect Power is a customer [1] - The speaker believes the Estee Lauder turnaround, called "beauty reimagined strategy," will be slow but driven by a CEO with extensive experience in the prestige market and fixes to distribution problems in China [5][6] - Commercial aerospace exposure has been important in 2024 and is driving momentum for companies like Halmed and Amtech [7] - FedEx is considered inexpensive and is undergoing a turnaround, with a potential run towards $300-$315 [9][10] - FedEx plans to spin off its troubled freight division into a separate publicly traded company (ticker: FDXF) in June, which is expected to unlock shareholder value [10][11] Valuation & Market Sentiment - First Solar is considered cheap on a valuation basis [2] - Amtech is considered cheap on a valuation basis [7] - FedEx is considered one of the most inexpensive names in coverage [9]

U.S. stock market holiday schedule: The holiday season is here, and many Americans are planning their last-minute shopping, travel, and financial moves. If you’re wondering whether the stock market is open on Christmas Eve or how mail and banks will operate, it’s important to plan ahead. In 2025, Christmas falls on Thursday, December 25, meaning Wednesday, December 24, will see early closures across major financial and government institutions. Knowing these schedules can help avoid disruptions in trading, b ...

longest streak for the transport since July. Four straight weeks of gains, which is why the spotlight for Josh Brown's best stocks in the market is shining bright on that group today. And a couple of names, which ones.>> What a what a setup. Uh CSX and FedEx. I'll do uh CSX is a little bit more cut and dry.I'll do that one first very quickly. The stock is an unqualified buy right now. It broke out.It had a low volume retest. These are all the things the technicians tell you are are important. Um I think the ...

longest streak for the transport since July. Four straight weeks of gains, which is why the spotlight for Josh Brown's best stocks in the market is shining bright on that group today. And a couple of names, which ones.>> What a what a setup. Uh CSX and FedEx. I'll do uh CSX is a little bit more cut and dry.I'll do that one first very quickly. The stock is an unqualified buy right now. It broke out.It had a low volume retest. These are all the things the technicians tell you are are important. Um I think the ...

Jim Cramer, the host of Mad Money, said on Friday that the data center space may be starting to steady itself after a difficult stretch in the market. “After an agonizing period where Wall Street decided it was done with one of the greatest growth stories in history, artificial intelligence and everything attached to it, today, we got a reprieve, maybe even a second wind that showered money on the cohort. For those of us with positions that rely on the AI data center build-out, like my Charitable Trust, do ...

We recently published 8 Stocks on Jim Cramer’s Radar.  FedEx Corporation (NYSE:FDX) is one of the stocks on Jim Cramer's radars. Logistics giant FedEx Corporation (NYSE:FDX) is a regular feature of Cramer’s morning show. Cramer has repeatedly shared optimistic views about the firm’s CEO and its ongoing turnaround. His optimism is also matched by analysts. For instance, Stifel kept a Buy rating and set the share price target to $305 for FedEx Corporation (NYSE:FDX)’s shares on December 17th. The firm remar ...