Key Takeaways S&P 500 breadth is improving.Fed cuts near market highs have been historically bullish.Neutral sentiment provides contrarian upside potential. Market Breadth is ImprovingMarket breadth, or participation, is one of the most critical indicators for investors to watch. While the major indices often mask underlying strength or weakness, market breadth tells the true story. For instance, in November, market breadth began to deteriorate well before the major indices corrected. However, currently the ...

Core Insights - Uniti has been recognized for its commitment to hiring and retaining military veterans, receiving multiple awards for its initiatives [2][4][3] Group 1: Awards and Recognitions - Uniti received the platinum 2025 HIRE Vets Medallion Program Award from the U.S. Department of Labor, marking the eighth consecutive year of recognition and the fifth year receiving the platinum medallion [3] - The company has been named a Top Veteran Employer by U.S. Veterans Magazine for 2025, achieving this distinction for the ninth consecutive year [4] - Uniti made the Military Times Best for Vets list for the ninth time in 2025, highlighting its ongoing support for veterans and military families [4] Group 2: Commitment to Veterans - The company emphasizes the importance of veterans and their spouses as "force multipliers" in delivering critical communications services [2] - Uniti's initiatives focus on creating meaningful career paths, support, and community for military service members, veterans, and their spouses [2][4] - The Military Times survey, which evaluates employer support for veterans, has been developed in consultation with veterans and experts to ensure comprehensive support [5]

Core Insights - Uniti Group Inc. will have its President of Kinetic, John Harrobin, and Senior Vice President of Investor Relations & Treasury, Bill DiTullio, participate in the Raymond James 2025 TMT and Consumer Conference on December 8, 2025, in New York [1] Company Overview - Uniti Group Inc. (NASDAQ: UNIT) is a leading fiber provider focused on delivering mission-critical connectivity across the United States [2] - The company serves over a million consumers and businesses, offering a wide range of fast and reliable communication services [2] - Uniti's services are provided through various brands, including Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions [2]

Core Viewpoint - Clearfield, Inc. has increased its share repurchase program from $65 million to $85 million, reflecting the Board's belief that the current share price does not fully represent the company's long-term potential [2]. Share Repurchase Program - The Board of Directors has authorized an increase in the share buyback program, leaving approximately $28.4 million available for additional repurchases, in addition to the $8.4 million remaining as of September 30, 2025 [2]. - The repurchase program allows Clearfield to buy shares through various methods, including open-market transactions and block trades, in accordance with relevant securities regulations [2][3]. - The program does not obligate the company to repurchase a specific amount of stock during any period and will be funded by cash on hand [3]. Company Overview - Clearfield, Inc. designs, manufactures, and distributes fiber optic management, protection, and delivery products for communications networks, serving various markets including traditional and alternative carriers, utilities, enterprises, and military [4]. - The company is headquartered in Minneapolis, MN, and deploys over a million fiber ports each year [4].

Core Insights - Clearfield, Inc. reported a strong financial performance for fiscal year 2025, with net sales from continuing operations increasing by 20% to $150.1 million and gross profit margin improving significantly from 20.6% to 33.7% [3][10][11] - The company achieved a net income from continuing operations of $6.3 million, translating to earnings per share of $0.45, a substantial recovery from a net loss per share of $(0.58) in fiscal 2024 [4][12] - Clearfield anticipates continued growth in fiscal 2026, projecting revenue from continuing operations between $160 million and $170 million, and earnings per share in the range of $0.48 to $0.62 [3][13] Financial Performance - In Q4 2025, net sales from continuing operations reached $41.1 million, a 13% increase from $36.2 million in Q4 2024 [2][7] - Gross profit for Q4 2025 was $14.2 million, with a gross margin of 34.6%, up from 26.6% in the same quarter last year [2][8] - Operating expenses for Q4 2025 were $13.3 million, representing 32.3% of sales, a decrease from 33.4% in Q4 2024 [9][12] Strategic Developments - The company divested its European Nestor Cables business to focus on higher-return opportunities in North America, which aligns with its "Better Broadband and Beyond" strategy [5][6] - Clearfield's order backlog as of September 30, 2025, was $24.7 million, reflecting a decrease of 20% from the previous quarter but a 9% increase year-over-year [7] - The Board of Directors increased the share repurchase program authorization from $65 million to $85 million, indicating confidence in the company's market position [3][5] Outlook - For Q1 fiscal 2026, Clearfield expects net sales from continuing operations to be between $30 million and $33 million, with operating expenses remaining consistent with Q4 2025 [14] - The company does not foresee significant impacts from the results of discontinued operations on net income per share for the upcoming quarter [14] - Clearfield's management remains committed to disciplined growth and operational efficiency, despite potential pressures from external factors such as government funding delays [13][14]

Core Insights - Uniti Group Inc. announced that its CFO Paul Bullington and SVP Bill DiTullio will present at the BofA Securities 2025 Leveraged Finance Conference on December 2, 2025 [1] - The presentation will be accessible via a live webcast on Uniti's Investor Relations website, with a replay available for a limited time [2] Company Overview - Uniti is a leading fiber provider in the United States, focused on delivering mission-critical connectivity [3] - The company serves over a million consumers and businesses, offering a wide range of fast and reliable communication services through various brands, including Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions [3]

Market Overview - The stock market experienced volatility, with the Dow Jones Industrial Average reaching an all-time high before a pullback occurred [1] - The S&P 500 increased by 0.3% for the week, while the Nasdaq fell nearly 0.5%, marking its second consecutive week of losses [1] - The Dow saw weekly gains of 0.3%, closing above 48,000 for the first time on Wednesday before ending lower on Friday [1] Sector Performance - Wall Street shifted investments from Big Tech to defensive sectors like health care and financials [1] - The financial sector benefited from investors seeking safety amid high valuations in AI-related trades [1] Notable Company Performances - Wells Fargo and Goldman Sachs reached all-time highs during the week [1] - DuPont's stock rose after its split from Qnity Electronics, although it lost some momentum later in the week [1] - Eli Lilly's shares hit a record high, closing above $1,000 for the first time, with a market cap of over $969 billion [1] - The stock's gains are attributed to a recent GLP-1 deal with the Trump administration, expected to lower prices for certain weight-loss treatments [1] Investment Recommendations - Jim Cramer identified Nike, Boeing, and Linde as buying opportunities, emphasizing their potential outside the data center boom [1] - Linde received a buy rating upgrade from UBS, forecasting earnings growth in 2026 [1] - Nike's turnaround strategy under CEO Elliott Hill is viewed positively, while Boeing's cash flow is expected to improve [1] Trade Activities - The Club executed six trades, including trimming Cisco Systems and purchasing more Corning and Meta Platforms [1] - Cisco reported a strong quarter with double-digit order growth, leading to a price target increase to $85 from $78 [2] - Disney's earnings report was disappointing, with revenue missing estimates, prompting a downgrade of the stock [2]

MINNEAPOLIS, Nov. 12, 2025 (GLOBE NEWSWIRE) -- Clearfield, Inc. (NASDAQ: CLFD), a leader in Community Broadband fiber connectivity, today announced that it has divested its Nestor Cables business through a management buyout led by certain members of the Nestor Cables management team. Nestor Cables designs and manufactures fiber optic cables, connectivity accessories for fiber optic networks and instrumentation, and the Nestor Optimus product family for microduct networks for sale into the European market. N ...

Core Viewpoint - Uniti Group Inc. is scheduled to present at the Wells Fargo 9th Annual TMT Summit, highlighting its commitment to mission-critical connectivity in the digital economy [1]. Company Overview - Uniti Group Inc. (NASDAQ: UNIT) is a leading fiber provider in the United States, focusing on delivering fast and reliable communications services to over a million consumers and businesses [3]. - The company operates through various brands, including Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions, showcasing a broad portfolio of services [3]. Event Details - The presentation will take place on November 18, 2025, at 9:30 AM PST / 12:30 PM EST in Rancho Palos Verdes, CA [1]. - A live webcast of the event will be available on Uniti's Investor Relations website, with a replay option for a limited time after the presentation [2].

Core Insights - Uniti has been recognized by the Military Friendly® program for its commitment to recruiting, employing, and retaining military veterans [1][2] - The company ranked second on the Military Friendly® Employer list and first on the Military Spouse Friendly list for companies with annual revenue between $1 billion and $5 billion [2] - Over 2,900 organizations compete annually for the Military Friendly® designation, which evaluates institutions based on public data and proprietary survey responses [3] Methodology and Evaluation - The Military Friendly® Employers designation is determined by VIQTORY with input from the Military Friendly® Advisory Council, focusing on recruitment, retention, turnover, and advancement of veterans [4] - Final ratings combine an organization's survey score with its ability to meet specific thresholds in various categories [4] Company Overview - Uniti is a premier insurgent fiber provider in the U.S., offering fast and reliable communications services to over a million consumers and businesses [6] - The company operates under several brands, including Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions [6] - Uniti will be featured in the 2026 Military Friendly® Employers Guide in the Winter issue of G.I. Jobs® magazine and on MilitaryFriendly.com [5]