Core Viewpoint - Amazon is the largest e-commerce and cloud infrastructure company globally and continues to be a growth stock that outperforms the market [1] Group 1: Revenue Generation - Amazon primarily generates revenue from its retail business, which operates e-commerce marketplaces in over 24 countries and includes Whole Foods Market and some physical stores [3] - The majority of Amazon's profits come from Amazon Web Services (AWS), which held a 32% share of the global cloud infrastructure market in Q2 2025, significantly ahead of competitors like Microsoft Azure (22%) and Google Cloud (11%) [4] - In the first nine months of 2025, AWS contributed 18% of Amazon's net sales and 60% of its operating profit [4] Group 2: Business Strategies - AWS's high-margin revenues allow Amazon to enhance its subscription-based Prime ecosystem, offering discounts, free shipping, streaming services, and affordable hardware, which strengthens customer loyalty [5] - Amazon's advertising services accounted for 9% of its revenue in the first nine months of 2025, likely operating at higher margins than its retail business, indicating potential for growth as a secondary profit engine alongside AWS [6] Group 3: Recent Performance - Over the past three years, Amazon's stock has outperformed the S&P 500, with its e-commerce and cloud businesses continuing to grow [8] - In 2022, Amazon's net sales increased by only 9%, and its operating margin fell from 5.3% to 2.4%, partly due to inflation affecting consumer spending and a slowdown in cloud spending [9]

Core Investment Thesis - Core & Main (CNM) is identified as a promising growth stock with a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2][10] Earnings Growth - The historical EPS growth rate for Core & Main is 0.4%, but projected EPS growth for this year is expected to be 6.4%, surpassing the industry average of 5.2% [5] Cash Flow Growth - Core & Main's year-over-year cash flow growth stands at 15.2%, significantly higher than the industry average of -1.6% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 28.3%, compared to the industry average of 6.2% [7] Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Core & Main, with the Zacks Consensus Estimate for the current year increasing by 1% over the past month [8] Overall Positioning - Core & Main holds a Zacks Rank of 2 (Buy) and a Growth Score of B, positioning it well for potential outperformance in the market [10]

Core Viewpoint - Investors are increasingly seeking growth stocks, particularly in the financial sector, to achieve above-average returns, but identifying such stocks can be challenging due to inherent volatility and risks [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Equinox Gold (EQX) is currently highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for attracting investor interest, with double-digit growth being particularly desirable [3] - Equinox Gold has a historical EPS growth rate of 25.9%, but projected EPS growth for this year is significantly higher at 168.3%, surpassing the industry average of 64.4% [4] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding [5] - Equinox Gold's year-over-year cash flow growth stands at 34.3%, well above the industry average of 8.6% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 32.8%, compared to the industry average of 15.4% [6] Group 4: Earnings Estimate Revisions - Trends in earnings estimate revisions are crucial, with positive revisions correlating strongly with stock price movements [7] - The current-year earnings estimates for Equinox Gold have increased by 11% over the past month, indicating a positive trend [7] Group 5: Overall Positioning - Equinox Gold has achieved a Zacks Rank of 2 and a Growth Score of A, positioning it well for potential outperformance in the market [9]

Core Insights - The Vanguard S&P 500 Growth ETF (VOOG) focuses on growth stocks and has outperformed the Vanguard S&P 500 ETF (VOO) over the past year, but VOO offers lower costs, higher dividend yields, and broader market exposure [1][2] Cost and Size Comparison - VOOG has an expense ratio of 0.07% and VOO has a lower expense ratio of 0.03% - The one-year return for VOOG is 19.3% compared to 15.4% for VOO as of December 18, 2025 - VOO has a higher dividend yield of 1.1% versus 0.5% for VOOG - VOOG has assets under management (AUM) of $21.7 billion, while VOO has AUM of $1.5 trillion [3][4] Performance and Risk Comparison - The maximum drawdown over five years for VOOG is (32.73%) compared to (24.52%) for VOO - An investment of $1,000 in VOOG would grow to $1,920 over five years, while the same investment in VOO would grow to $1,826 [5] Portfolio Composition - VOO holds 505 stocks with a sector mix of 37% technology, 12% financial services, and 11% consumer cyclical, with top holdings including NVIDIA (7.38%), Apple (7.08%), and Microsoft (6.25%) [6] - VOOG concentrates 58% in technology, 12% in consumer cyclicals, and 10% in financial services, with top holdings being NVIDIA (13.53%), Apple (5.96%), and Microsoft (5.96%), resulting in a more concentrated portfolio of 212 holdings [7] Investor Implications - VOO is suitable for investors seeking stability through broader diversification and lower maximum drawdown [8] - VOOG is aimed at investors willing to accept higher risk for greater growth potential, albeit with a higher expense ratio and lower dividend yield [9][10]

Group 1 - Billionaire Stanley Druckenmiller's Duquesne Family Office purchased 4,619 shares of MercadoLibre (MELI) in Q3 2025, amounting to approximately $11.09 million, continuing a buying trend that started in Q2 2024 with about $101 million and 58,344 shares acquired [1][2] - MercadoLibre is recognized as Latin America's leading e-commerce and fintech platform, currently trading on the Nasdaq at $1,998, reflecting a 0.16% increase in the last 24 hours [2] - Analysts have shown strong support for MELI, with Citi maintaining a buy rating and a target price of $2,500, Morgan Stanley holding an Overweight rating with a $2,950 target, and Barclays raising its target to $2,900 [2][3] Group 2 - Bank of America issued a buy rating for MELI with a target of $3,000, while JPMorgan Chase maintains a hold rating with a target of $2,650 [3] - Druckenmiller's investment in MELI now represents 3.4% of his $4.06 billion portfolio, valued at $136.35 million, aligning with his strategy focused on high-growth technology investments [3]

Core Viewpoint - Growth investors are focused on stocks with above-average financial growth, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - PG&E (PCG) is currently recommended due to its favorable Growth Score and top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for attracting investor attention, with double-digit growth being particularly desirable [4] - PG&E's projected EPS growth for this year is 10.4%, significantly higher than the industry average of 6.4% [5] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, enabling expansion without relying on external funding [6] - PG&E's year-over-year cash flow growth stands at 12.1%, surpassing the industry average of 6.3% [6] - The company's historical annualized cash flow growth rate is 6.1%, compared to the industry average of 5.7% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [8] - PG&E has experienced upward revisions in current-year earnings estimates, with a 0.1% increase in the Zacks Consensus Estimate over the past month [9] Group 5: Overall Positioning - PG&E holds a Zacks Rank of 2 and a Growth Score of B, positioning it well for potential outperformance in the market [11]

Investment Strategy - Zacks 筛选出 Zacks 排名靠前、增长风格评分高且销售额实现两位数增长的股票 [1] Resources and Services - Zacks 提供多种服务，包括 Zacks Ultimate [1] - 访问 Zacks 网站可获取更多信息 [1] - 关注 Stocktwits 上的 ZacksResearch 账户 [1] - Zacks 提供每周促销活动 [1]

Group 1: Meta Platforms Inc - Meta Platforms Inc continues to dominate the social media landscape, with significant user engagement and advertising revenue growth [1] - The company reported a revenue increase of 22% year-over-year, reaching $32 billion in the last quarter [1] - Meta's focus on enhancing user experience and expanding its advertising capabilities is expected to drive future growth [1] Group 2: Pinterest Inc - Pinterest Inc has seen a resurgence in user growth, with a 15% increase in monthly active users, now totaling 475 million [1] - The company’s revenue grew by 10% year-over-year, amounting to $700 million, driven by improved ad formats and targeting [1] - Pinterest is focusing on e-commerce integration to enhance monetization opportunities [1] Group 3: Reddit Inc - Reddit Inc reported a 20% increase in daily active users, reaching 50 million, indicating strong community engagement [1] - The company’s revenue for the last quarter was $200 million, reflecting a 25% year-over-year growth [1] - Reddit is investing in new features and partnerships to expand its advertising revenue streams [1]

Core Viewpoint - Growth investors are increasingly interested in stocks with above-average financial growth, and identifying such stocks can be challenging. Kinross Gold (KGC) is highlighted as a recommended growth stock due to its favorable growth metrics and strong Zacks Rank [1][2]. Earnings Growth - Kinross Gold has a historical EPS growth rate of 12%, but projected EPS growth for this year is expected to be 147.1%, significantly surpassing the industry average of 63.5% [5]. Asset Utilization Ratio - The asset utilization ratio for Kinross Gold is 0.57, indicating that the company generates $0.57 in sales for every dollar in assets, which is higher than the industry average of 0.4, showcasing better efficiency [6]. Sales Growth - The company's sales are projected to grow by 34.7% this year, compared to the industry average of 8.5%, indicating strong sales growth potential [7]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Kinross Gold, with the Zacks Consensus Estimate for the current year increasing by 3.1% over the past month, suggesting favorable near-term stock price movements [9]. Overall Positioning - Kinross Gold has achieved a Growth Score of A and a Zacks Rank 1 due to its strong growth metrics and positive earnings estimate revisions, positioning it well for potential outperformance in the market [11].

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with REV Group (REVG) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][9]. Earnings Growth - REV Group has a historical EPS growth rate of 32.6%, with projected EPS growth of 32.2% for the current year, significantly outperforming the industry average of -2.6% [4]. Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 53.9%, which is substantially higher than the industry average of -19.8% [5]. - Over the past 3-5 years, REV Group's annualized cash flow growth rate has been 27.3%, compared to the industry average of 4.8% [6]. Earnings Estimate Revisions - The current-year earnings estimates for REV Group have been revised upward, with the Zacks Consensus Estimate increasing by 1.5% over the past month [7]. Overall Positioning - REV Group holds a Zacks Rank of 2 (Buy) and a Growth Score of A, indicating strong potential for outperformance in the growth stock category [9].