CPTN DEADLINE ALERT: ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Cepton, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - CPTNNovember 23, 2025 4:24 PM EST | Source: The Rosen Law Firm PANew York, New York--(Newsfile Corp. - November 23, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers or sellers of common stock of Cepton, Inc. (NASDAQ: CPTN) between July 29, 2024 and January 6, 2025, b ...

Core Insights - Sales of Apple's iPhone Air have been lower than expected, leading to a reduction in production plans shortly after launch [2][3] - Consumers are prioritizing better value and higher specifications over the iPhone Air's features, which has affected its sales performance [2][3] - Apple is exploring new strategies to boost iPhone sales, which are crucial as they accounted for $209 billion in revenue in the first nine months of the year [3] Sales Performance - The iPhone Air sold about one-third of Apple's highest expectations, prompting a halving of production plans [3] - Other models in the iPhone 17 lineup have performed well, contributing to optimistic projections for a record holiday quarter [4] - Analysts from Morgan Stanley estimate that Apple could produce 90 million units of the iPhone 17 in the second half of the year, partially offset by the weaker performance of the iPhone Air [5] Market Trends - Early sales of the iPhone 17 have surpassed those of the iPhone 16 in key markets like the U.S. and China, indicating strong consumer interest [6] - The base model iPhone 17 is viewed as offering great value, with significant upgrades at the same price point as the previous model [6] - A potential new version of the iPhone Air may be part of a broader rollout of new smartphones by Apple next fall [6]

Key Points Intuitive Surgical is the 800-pound gorilla in the robotic surgery space. Medtronic is entering the field and pays a solid dividend, too. One of these companies has a much more appealing valuation. 10 stocks we like better than Intuitive Surgical › Intuitive Surgical (NASDAQ: ISRG) Intuitive Surgical is the leader in robotic surgery equipment. It has more than 9,900 of its million-dollar-plus da Vinci robotic surgery systems installed in 72 countries. Together, they've been used to perf ...

ROSEN, A RANKED AND LEADING LAW FIRM, Encourages Telix Pharmaceuticals Ltd. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - TLXNovember 23, 2025 4:15 PM EST | Source: The Rosen Law Firm PANew York, New York--(Newsfile Corp. - November 23, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Telix Pharmaceuticals Ltd. (NASDAQ: TLX) between February 21, 2025 and August 28, 2025, both dates i ...

Swiss footwear company On Holding (NYSE:ONON) will offer no Black Friday deals in an effort to solidify itself as a premium brand, company officials recently said. "We’re going into this holiday season with a full price strategy," On Executive co-Chairman Caspar Coppetti said during the company's Q3 earnings call last week. "So we have no discounts coming up, and that’s against the backdrop of a very price-competitive environment. So we’re really staying true to the discipline that the premium strategy de ...

Last week was, for want of a better word, eventful for the S&P 500 ( SPY ). At least in terms of price moves. The accompanying narrative was strangely lacking in significant events or catalysts; it was hardAndrew McElroy is Chief Analyst at Matrixtrade, author of the ebook 'Fractal Market Mastery' and producer of the 'Daily Edge.' The 'Daily Edge' is emailed before each US session and outlines actionable ideas, directional bias, and important levels in the S&P500. It also looks at 'What's Hot,' on any parti ...

Market Outlook - The market is expected to experience a 1 to 2% upward bias due to the resumption of purchases by pension plans and 401k accounts, often referred to as the "Santa Claus rally" [2] - Concerns about the AI bubble persist, with notable declines in companies like SoftBank, which dropped 10% [3][4] - The technology sector remains a focal point, with expectations for sales and margin expansion in AI investments, particularly for companies like Alphabet and Netflix [5][6] Consumer Spending Trends - Anticipated holiday spending is projected to grow between 2% and 7% year-over-year, with a more conservative estimate of 3% to 4% growth [9] - Consumers are expected to spend significantly on consumables and clothing, benefiting companies like Amazon and Walmart, especially during Black Friday and year-end promotions [10][11] - Amazon and Walmart are anticipated to gain market share from higher-priced retailers, as evidenced by Target's recent performance [11] Company-Specific Insights - The AI investments in Google and Netflix are expected to enhance their revenues by attracting more advertisers and viewers [12] - The market's reaction to potential rate cuts by the Federal Reserve is significant, with a focus on how such announcements could influence market sentiment [14]

Core Viewpoint - Apple Inc. CEO Tim Cook is expected to remain in his position until at least mid-2026, contradicting earlier reports of his imminent departure [1][2]. Leadership Transition Speculation - Earlier reports suggested that Cook might leave as soon as next year, raising concerns about Apple's future leadership [1][5]. - Mark Gurman expressed skepticism about these claims, stating he would be "shocked" if Cook stepped down between late January and June next year [2]. Internal Insights - Gurman indicated that there are "few signs internally" suggesting Cook is planning to resign, reinforcing the belief that the earlier reports were unfounded [4]. - John Ternus, Apple's Senior Vice President of Hardware Engineering, is viewed as the most likely successor to Cook when a transition occurs [4][6]. Importance of Leadership Stability - The speculation regarding Cook's departure has implications for Apple's strategic direction and growth, as his leadership has been pivotal for the company's success [5]. - Gurman's insights suggest that if Cook remains, he could continue to drive innovation and growth for Apple in the coming years [5].

Core Viewpoint - Apple Inc. CEO Tim Cook is expected to remain in his position until at least mid-2026, contradicting earlier reports of his imminent departure [1][2]. Leadership Transition Speculation - Earlier reports suggested that Cook might leave as soon as next year, raising concerns about Apple's future leadership [1][5]. - Gurman expressed disbelief regarding the likelihood of Cook stepping down between late January and June next year, stating he would be "shocked" if this occurred [2]. Internal Insights and Succession Planning - Gurman indicated that there are "few signs internally" suggesting Cook is planning to resign, emphasizing the stability of leadership at Apple [4]. - John Ternus, Apple's Senior Vice President of Hardware Engineering, is viewed as the most likely successor to Cook when a transition eventually happens [4][6]. Importance of Leadership Stability - The speculation surrounding Cook's departure has implications for Apple's strategic direction and growth, as his leadership has been pivotal for the company's success [5]. - Gurman's insights suggest that Cook's continued leadership could foster further growth and innovation for Apple in the coming years [5].

Core Insights - The discussion emphasizes a "barbell approach" to investing during periods of market volatility, focusing on both high dividend income stocks and AI growth stocks to balance risk and return [9][10][41]. Investment Strategy - The quant system used by the company allows for a broader analysis of approximately 4,500 stocks, compared to traditional analysts who typically cover only 15 to 20 stocks [15][12]. - The quant model incorporates a GARP (Growth at a Reasonable Price) approach, focusing on momentum and positive analyst revisions, which enhances diversification and minimizes risk [13][14]. Market Conditions - Recent market volatility has been influenced by factors such as the government shutdown and uncertainty regarding Federal Reserve interest rate cuts, leading to a rotation towards safer sectors like energy and utilities [21][24][26]. - The CNN fear and greed index indicates a shift from greed to extreme fear in market sentiment, suggesting a cautious outlook among investors [30]. Stock Recommendations Dividend Income Stocks - **Merck (MRK)**: A strong buy with a market cap of $230 billion, a 40% return on equity, and a forward PE of 10.4 times, indicating it is undervalued compared to its sector [43][44][50]. - **Alpine Income Property Trust (PINE)**: A REIT with a market cap of $252 million, offering a forward yield of 6.94% and ranking highly within its sector [51][52]. - **OneMain Holdings (OMF)**: A financial company with a market cap of $6.7 billion, providing a yield of 7.36% and strong growth metrics [64][65]. AI Growth Stocks - **Micron Technology (MU)**: A large-cap company with a market cap of $271 billion, showing significant growth and improved valuation metrics, with a revenue growth rate of 34% [68][70]. - **CommScope Holdings (COMM)**: A smaller company in the communications sector, with a market cap of $3.69 billion, demonstrating strong profitability and growth metrics [73][76]. - **Celestica (CLS)**: A company in the electronic manufacturing services sector, with a market cap showing substantial growth and improved profitability metrics [78][80]. Performance Metrics - The Seeking Alpha quant strong buys have outperformed Wall Street analysts and the S&P 500 over the past five years, with a return of 219% compared to 33% for Wall Street [19]. - The average yield of the recommended dividend stocks is 5.93%, significantly higher than the S&P 500's average yield of 1.1% [81].