Group 1 - The banking sector was viewed as a favorable long-term investment leading into 2025, driven by expectations of deregulation and positive market sentiment during the anticipated Trump administration [1] - Despite the initial optimism, tariffs became a significant focus from January to April, impacting market dynamics [1] - The year has still shown strong activity in mergers and acquisitions (M&A), indicating resilience in the financial sector [1]

Key Points These AI stocks are the cheapest of the Magnificent Seven tech stocks. These players are well-established market giants, and the AI boom could offer them a new wave of growth in the coming years. 10 stocks we like better than Meta Platforms › With the S&P 500 heading for a double-digit annual gain, the current bull market isn't over. In fact, this fall, it entered its third year, and history suggests the momentum could keep on going, as past bull markets that have made it this far have g ...

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Gauzy Ltd. due to allegations of violations of federal securities laws, particularly concerning misleading statements and undisclosed financial difficulties of its subsidiaries [2][4]. Group 1: Company Financial Issues - The complaint alleges that three of Gauzy's French subsidiaries lacked the financial means to meet their debts, leading to a substantial likelihood of insolvency proceedings [4]. - The initiation of Redressement Judiciaire, a form of French insolvency proceedings, was announced on November 14, 2025, which constitutes a default under Gauzy's existing senior secured debt facilities [5]. - Gauzy's share price fell nearly 50%, dropping $2.00 per share to close at $2.02 on November 17, 2025, following the announcement of the insolvency proceedings [6]. Group 2: Legal Actions and Investor Rights - Investors who purchased securities in Gauzy between March 11, 2025, and November 13, 2025, are encouraged to discuss their legal rights and options with Faruqi & Faruqi [1]. - There is a deadline of February 6, 2026, for investors to seek the role of lead plaintiff in the federal securities class action against Gauzy [2]. - The lead plaintiff is defined as the investor with the largest financial interest in the relief sought, who will oversee the litigation on behalf of the class [7].

Let's talk more about retail with Simeon Seagull, senior managing director and consumer equity research analyst at now Guggenheim Securities. Welcome back and congrats on the new job. >> Thank you.Good to be back. >> So, you're you're still covering all the the big retailers, but I guess have a new fresh slate because you're starting at at Guggenheim. Who do you like best right now.>> Isn't it fun to take a fresh slate. You get to reexamine everything. You get to hear about returns.Listen, I think it's a fr ...

Core Insights - Watts Water Technologies, Inc. (WTS) has experienced a 40.1% increase in share price over the past year, significantly outperforming the Zacks Manufacturing - General Industrial industry's growth of 11% and the S&P 500 composite's growth of 21.7% [1] Acquisitions and Growth Drivers - The company has strengthened its portfolio through strategic acquisitions, including Saudi Cast, which generates approximately $20 million in annualized sales, and Superior Boiler, with about $60 million in annualized sales [4][5] - In Q3 2025, acquisitions such as Haws Corporation and EasyWater contributed approximately $11 million, or about 3%, to reported growth in the Americas [6] - For Q4 2025, management expects around $20 million in incremental regional sales from the combined impact of recent acquisitions [6] Digital Initiatives and Margin Expansion - Watts Water is enhancing organic growth and margin expansion through new product development and geographic expansion, including the launch of smart and connected products [7][8] - The company aims for an adjusted operating margin of 17% to 17.5% for Q4 2025, reflecting a year-over-year growth of 20-70 basis points [9] - For 2025, the adjusted operating margin is projected to be between 19.1% and 19.2%, an increase of 140-150 basis points from previous guidance [10] Sales Projections and Market Challenges - Reported sales for 2025 are expected to rise by 7% to 8%, with organic sales anticipated to increase by 4% to 5% [10] - The European segment is facing challenges, with a projected sales decline of 6% to 5% for 2025, attributed to lower volumes and ongoing market weakness [11] Valuation and Investment Appeal - The stock trades at a price-to-book (P/B) ratio of 4.82, which is below the industry average of 8.14, indicating potential undervaluation [12] - With strong cash flow, acquisition synergies, and margin expansion, the company presents an attractive investment opportunity despite near-term headwinds [13]

Core Insights - Coeur Mining, Inc. (CDE) and First Majestic Silver Corp. (AG) are well-positioned to benefit from the strong upcycle in gold and silver markets [1] - Both companies are experiencing favorable industry trends, including rising precious-metal prices driven by inflation hedging, central-bank buying, and geopolitical uncertainty [4] Coeur Mining (CDE) - Coeur Mining focuses on silver and gold production in North America, with key assets in the U.S. and Canada, and has improved margins and cash flow due to higher metal prices and operational optimization [2] - In Q3 2025, Coeur reported record production of 111,364 ounces of gold and 4.8 million ounces of silver, with revenues reaching $555 million, reflecting a 15% increase in silver prices and a 4% increase in gold prices [5][11] - The Las Chispas mine acquisition significantly contributed to Coeur's growth, producing 1.6 million ounces of silver and 16.5 thousand ounces of gold in Q3 2025 [6] - Coeur's flagship assets, Rochester and Palmarejo, are expected to support a total production of 392,500–438,000 ounces of gold and 17.1–19.2 million ounces of silver in 2025 [7] - As of September 2025, Coeur's cash and cash equivalents were approximately $266 million, with a debt-to-capital ratio of 10.5% and free cash flow of about $189 million in Q3 [8] First Majestic Silver Corp. (AG) - First Majestic, primarily focused on silver with growing gold exposure, reported a record production of 3.9 million ounces of silver in Q3 2025, a 96% year-over-year increase [9] - The Los Gatos Silver Mine, acquired in 2025, was a key contributor, producing 2.13 million silver-equivalent ounces during the quarter [10] - Overall, First Majestic produced 7.7 million silver-equivalent ounces in Q3 2025, with significant contributions from San Dimas and other properties [12][13] - At the end of September 2025, First Majestic's cash and cash equivalents were around $575 million, with a debt-to-capital ratio of 6.9% and free cash flow of about $55 million in Q3 [14] Price Performance & Valuation - CDE stock has increased by 104.2% over the past six months, while AG stock has risen by 99.8% [15] - CDE is trading at a forward 12-month sales multiple of 4.38X, compared to AG's 7.68X [16] Earnings Estimates - The Zacks Consensus Estimate for CDE's fiscal 2025 sales implies a year-over-year growth of 96%, with EPS suggesting a 322.22% rise [19] - For AG, the fiscal 2026 sales and EPS estimates imply year-over-year increases of 87% and 279%, respectively [21] Comparative Analysis - CDE is viewed as the stronger overall pick due to its balanced gold-and-silver portfolio, operational execution, and stronger earnings visibility, alongside disciplined cost management and improved balance-sheet profile [23] - CDE holds a Zacks Rank of 1 (Strong Buy), while AG has a Zacks Rank of 3 (Hold) [24]

The Global X MLP ETF ( MLPA ) is a passively managed exchange-traded fund designed to provide investors with exposure to midstream operators that are structured as Master Limited Partnerships [MLPs]. The strategy has a relatively moderate expense ratio of 45bps and paysMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a d ...

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Klarna Group plc due to allegations of violations of federal securities laws related to misleading statements and inadequate disclosures regarding loss reserves [2][4]. Group 1: Legal Investigation and Claims - The firm is encouraging investors who suffered losses in Klarna to contact them to discuss their legal options, particularly those who purchased securities in connection with Klarna's September 2025 IPO [1][2]. - A federal securities class action has been filed against Klarna, with a deadline of February 20, 2026, for investors to seek the role of lead plaintiff [2][6]. - The complaint alleges that Klarna materially understated the risk of increased loss reserves shortly after the IPO, which misled investors [4]. Group 2: Financial Performance and Market Reaction - Klarna reported a net loss of $95 million in its third quarter, while setting aside $235 million for loan loss provisions, which exceeded analyst estimates of $215.8 million [5]. - The provisions for loan losses represented 0.72% of gross merchandise volume, an increase from 0.44% the previous year [5]. - Following the earnings report, Klarna's stock fell by 9.3% on November 18, 2025, indicating a negative market reaction to the financial disclosures [5].

Group 1 - A steepening yield curve is viewed positively for the financial sector [1] - A looser regulatory environment is expected to benefit companies in the industry [1] - Increasing M&A activity is seen as a favorable trend for market dynamics [1]

[Music] Good Tuesday morning. I'm Yahoo Finance executive editor Brian Sazy and this is opening bid. What's on my investing mind today.You're wondering is it Meta's $2 billion deal for Chinese AI company called Madis made during a slow week. Nope. Or how about the Fed minutes out later today.Definitely not those Fed minutes. It will never be VIP to me. It will it just vote.I just I'm not a fan of Fed minutes. What's on my mind is one mythical investing creature. Actually, that creature is the oracle of Omah ...