Core Insights - Surf Air Mobility Inc. (NYSE:SRFM) has allocated $26 million from a recent $100 million strategic transaction to develop and commercialize its SurfOS products, including BrokerOS, OperatorOS, and OwnerOS [1][2]. Funding and Development - The funding will enhance engineering and go-to-market capabilities, develop enterprise-grade solutions, and introduce new modules, aiming to increase market share in the air mobility software sector [2]. - SurfOS's core operating system is powered by Palantir Technologies Inc.'s Foundry and AIP Platforms, specifically for the Part 135 regional aviation segment, with an expanded partnership for enterprise implementation services [3]. Operational Improvements - Surf Air Mobility Inc. has reported operational improvements after adopting SurfOS tools, including reduced On Demand team expenses, leading to higher revenues at lower costs, and a significant increase in bookings per broker [4]. - The crew scheduling tool in the Northeast and Hawaii regions has helped prevent scheduling errors, reduce compliance risk, and simplify operations [4]. Company Overview - Surf Air Mobility Inc. operates in electric aviation, software, and air travel, providing technology to modernize air operations and support the adoption of next-generation aircraft [5].

Core Insights - Energy Fuels Inc. (NYSEAmerican:UUUU) has shown significant stock performance, increasing by 14.72% to $16.68, driven by investor interest in uranium stocks amid seasonal demand for heating [1] - The company has exceeded its uranium production and sales guidance for the full year 2025, producing 1.6 million pounds of uranium from its Pinyon Plain Mine and La Sal Complex [2] - Energy Fuels has secured two new long-term uranium sales contracts with US nuclear power companies, enhancing its sales pipeline for the years 2027 to 2032 [2] Production and Development - The Pinyon Plain Mine and La Sal Complex have collectively produced 1.6 million pounds of uranium in 2025, surpassing the higher end of the company's production targets [2] - Future drilling is planned in the Juniper Zone at the Pinyon Plain to further delineate the ore body and potentially expand mineable resources [2] - Ongoing development work is being conducted at the Whirlwind, Energy Queen, and Nichols Ranch Mines, which are fully permitted and substantially developed for future mining [2] Market Position - Energy Fuels Inc. is positioned favorably within the uranium market, benefiting from increased consumption of power for heating needs during the winter season [1] - The company is part of a broader trend in the uranium sector, alongside peers like Cameco Corp., Uranium Energy Corp., and NexGen Energy, indicating a collective market strength [1]

Group 1 - Cardinal Health, Inc. (NYSE:CAH) is recognized as one of the 20 Best Performing Dividend Stocks in 2025, indicating strong market performance and investor confidence [1] - The company has shifted its focus towards higher-margin areas such as specialty pharmaceuticals and managed services, resulting in significant earnings growth, with forecasts estimating a growth of 19.3% in FY 2026 and 12.6% in FY 2027 [2] - The current payout ratio for dividends is at a modest 30.6%, providing the company with flexibility to potentially increase returns to shareholders in the future [3] Group 2 - Cardinal Health has raised its fiscal 2026 outlook, now expecting adjusted earnings per share between $9.65 and $9.85, an increase from the previous range of $9.30 to $9.50, reflecting a strong first-quarter performance [4] - The forecast includes contributions from the pending acquisition of Solaris Health, expected to close in early November, which may further enhance the company's growth prospects [4] - Cardinal Health operates as a global healthcare company, involved in the distribution of pharmaceuticals and medical products, manufacturing medical supplies, and providing various healthcare services [5]

Core Insights - PepsiCo, Inc. (NASDAQ:PEP) is recognized as one of the 12 Best Income Stocks to Buy Now [1] - BofA analyst Peter Galbo raised the price target for PepsiCo from $155 to $164 while maintaining a Neutral rating, indicating uncertainty in consumption growth for consumer staples [2] - The company is undergoing a review of its North America supply chain to cut costs and support growth, influenced by discussions with activist investor Elliott Investment Management [3] Cost-Cutting and Strategic Changes - Elliott Investment Management disclosed a $4 billion stake in PepsiCo and has urged the company to consider refranchising or spinning off its bottling operations and selling non-core food assets [4] - PepsiCo plans to eliminate nearly 20% of its US product lines by early next year and shut down several manufacturing lines as part of its cost reduction strategy [4] - The company aims to implement more affordable pricing tiers and simpler ingredient lists across its snack portfolio [4] Operational Improvements - Alongside cost cuts, PepsiCo intends to increase automation and digital tools in production, expecting at least 100 basis points of core operating margin expansion over the next three fiscal years [5]

The share price of NextNRG Inc. (NASDAQ:NXXT) fell by 13.94% between December 23 and December 30, 2025, putting it among the Energy Stocks that Lost the Most This Week. Director Continues to Trim Stake in NextNRG (NXXT) NextNRG Inc. (NASDAQ:NXXT) engages in mobile fueling operations in the United States. It also offers services in wireless EV charging, commercial fleet electrification, predictive grid analytics, and advanced microgrid systems. NextNRG Inc. (NASDAQ:NXXT) received a boost on December 19 w ...

Group 1 - Almonty Industries Inc. (NASDAQ:ALM) experienced a significant share price increase of 840.13% in 2025, driven by its aggressive expansion into tungsten production [1] - The company announced multiple developments to enhance its tungsten production portfolio, including the acquisition and operational commencement of several mining sites in the US and South Korea [1] - Almonty Industries is set to begin commercial operations at its Sangdong Tungsten Mine in South Korea, following the successful delivery of the first truckload of ore [2] Group 2 - The acquisition of the Sangdong mine occurred after the US halted its mining operations in 2015, and Almonty has been working to bring the site back into production since then [2] - In November, Almonty successfully acquired the Gentung Browns Lake Tungsten Project in Montana and initiated drilling operations at its Panasqueira Mine in Portugal, which is undergoing a significant expansion [2] - The Panasqueira Mine expansion involves a 2.5 million euro operation to drill 14,000 meters with three rigs over a 12-month period [2]

Core Insights - Americold Realty Trust, Inc. (NYSE:COLD) has seen a significant increase in share prices, rising by 4.78% to close at $13.36, following reports of $1.5 billion in acquisition offers for its European operations [1][2] - The company has attracted acquisition interest from EQT-backed Constellation Cold and I Squared-backed CubeCold, with one of these firms also showing interest in Americold's Asia Pacific business [2][3] - Americold is currently working with financial advisors to address the demands of activist investor Ancora, who is advocating for the sale of its international operations to concentrate on North America [3] - The company has expanded its operations into convenience store distribution through a partnership with Australia-based On the Run (OTR), which will enhance its supply chain capabilities in Adelaide and support national expansion [4][5] Company Developments - The partnership with On the Run is part of Americold's strategy to diversify into new sectors, which is identified as a key growth priority for 2026 [5] - CEO Rob Chambers highlighted the company's strong position in the Quick Service Restaurant (QSR) space and expressed optimism about capturing additional opportunities in the convenience store market [4][5]

Group 1 - North American Construction Group Ltd. (NYSE:NOA) experienced a share price increase of 2.02% from December 22 to December 29, 2025, ranking among the top gaining energy stocks for that week [1] - The company provides a variety of mining and heavy construction services, primarily focused on the Canadian oil sands sector [2] - On December 18, NOA announced the acquisition of Iron Mine Contracting (IMC) for approximately C$115 million, which is expected to enhance its presence in the Australian mining services market and increase its incremental EPS by about 20% in 2026 [3] Group 2 - The acquisition of IMC is viewed as a strategic move to expand into the Western Australian market, which is significant for base metals, precious metals, and critical & rare earth minerals [3] - The company has seen its share price decline by nearly 35% since the start of 2025, indicating potential challenges despite recent positive developments [3]

Core Viewpoint - Atmos Energy Corporation (NYSE: ATO) is experiencing mixed analyst calls, with UBS raising its price target while Morgan Stanley downgrades its rating, reflecting differing outlooks on the utility sector and company performance [1][2]. Analyst Ratings - UBS raised its price target on Atmos Energy to $174 from $159, maintaining a Neutral rating, indicating a more positive view on valuation despite ongoing sector risks [1]. - Morgan Stanley downgraded Atmos Energy to Equal Weight from Overweight and reduced its price target to $172 from $182, citing expectations for utility stock performance influenced by data center demand and regulatory risks in an election year [2]. Operational Performance - Atmos Energy reported its Q4 2025 earnings, marking the 14th consecutive year of executing its strategy focused on safety and reliability, with capital spending in FY25 totaling $3.6 billion, of which 87% was allocated to safety and reliability investments [3]. Shareholder Returns - Atmos Energy announced a 15% increase in its quarterly dividend, extending its dividend growth streak to 41 consecutive years, which is significant for income-focused investors [4].

Economic Overview - Consumer confidence in the United States fell to 89.1 in December, a decline of 3.8 points from November's 92.9, indicating growing concerns over jobs and income amid a weakening economy [4][10] - The Present Situation Index dropped 9.5 points to 116.8, reflecting a negative assessment of current business and labor market conditions [4] - The Expectations Index remained unchanged at 70.7, staying below the 80 mark for 11 consecutive months, which signals a potential recession [5] Federal Reserve Actions - The Federal Reserve cut interest rates by 25 basis points three times in the current year but indicated only one rate cut for the next year due to persistent high inflation [5][6] Market Trends - A significant tech selloff has occurred, with investors offloading tech stocks due to concerns over profitability against high valuations, leading to a loss of momentum in the tech rally [6][10] Investment Recommendations - Investors are advised to focus on low-beta, defensive stocks from the utility and consumer staples sectors to mitigate market volatility [2][10] - Recommended stocks include: - **Atmos Energy Corporation (ATO)**: Expected earnings growth rate of 6.7%, beta of 0.75, and a dividend yield of 2.38% [8][7] - **American States Water Company (AWR)**: Expected earnings growth rate of 5.1%, beta of 0.70, and a dividend yield of 2.76% [12][11] - **Sempra (SRE)**: Expected earnings growth rate of 12.1%, beta of 0.73, and a dividend yield of 2.91% [13] - **Ingredion Incorporated (INGR)**: Expected earnings growth rate of 1.6%, beta of 0.72, and a dividend yield of 2.94% [14]