Gartner, Inc. (NYSE:IT) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer mentioned the stock during the episode and stated: “Finally, the fifth worst performer in the S&P 500 in 2025 was Gartner, oh my god, this was formerly a really hot stock, the tech research firm down almost 48% last year. Gartner produces detailed research reports and offers advisory services for its mostly enterprise customers, helping them choose what technology products are right for their business. Now, ...

AECOM (NYSE:ACM) is included among the 15 Dividend Stocks with Low Payout Ratios and Strong Upside. AECOM (ACM) Faces Reassessment as Barclays Shifts Focus Within Construction Sector On December 19, Barclays analyst Adam Seiden downgraded AECOM (NYSE:ACM) to Equal Weight from Overweight and lowered the price target to $100 from $135. The change came as part of the firm’s 2026 outlook for the machinery and construction space. Barclays remains constructive on the broader sector heading into 2026 and expec ...

San Francisco, California-based Wells Fargo & Company (WFC) is a leading financial services firm with a broad footprint across consumer and commercial banking, lending, and wealth and investment management. With a market cap of $292 billion, the bank serves millions of customers through its extensive branch network and digital platforms, with core businesses spanning retail banking, mortgages, credit cards, corporate banking, and advisory services. The financial sector giant is expected to release its fo ...

Bitmine Immersion Technologies, Inc. (NYSE:BMNR) is one of the stocks Jim Cramer offered insights on. A caller inquired about the stock during the lightning round, and here’s what Cramer had to say in response: “Okay, now, I think this is part of that year of magical investing that I’m telling you I think is over, and I don’t want you in anything that’s involved in the year of magical investing. Let’s steer clear of that.” Bitcoin, mining Photo by andre-francois-mckenzie on Unsplash Bitmine Immersion ...

Core Insights - Stifel Financial Corp. is planning to shut down its UK equities trading business, impacting approximately 20 staff members, as part of a strategic shift towards advisory services in Europe [1][7] Group 1: Rationale Behind the Decision - The closure follows Stifel's acquisition of Bryan Garnier, a European investment bank, which enhances its focus on mid-market investment banking, particularly in healthcare and technology sectors [2][4] - This move aligns with the company's increased emphasis on mergers and acquisitions and capital-raising activities in Europe, which have seen stronger client demand [3] Group 2: Operational Impact - The closure will simplify Stifel's European operations, reducing complexity related to trading infrastructure, compliance, and execution services [4] - Resources will be redirected towards expanding sector-focused coverage teams, especially in healthcare and technology, leveraging the strengths gained from the Bryan Garnier acquisition [4] Group 3: Market Performance - Over the past six months, Stifel's shares have increased by 28.8%, outperforming the industry growth of 20.5% [5]

Core Viewpoint - Healthcare Triangle, Inc. has entered into a Sales Agreement with Spartan Capital Securities for an at-the-market offering program, allowing the company to raise up to $20 million through the sale of its common stock [1][2]. Group 1: Sales Agreement Details - The Sales Agreement was executed on November 18, 2025, enabling Healthcare Triangle to offer and sell shares with an aggregate market value of up to $20 million [2]. - Shares may be sold on the Nasdaq Capital Market or other trading venues at prevailing market prices, providing flexible access to capital for the company's operational and financial strategy [2]. Group 2: Company Focus and Support - Healthcare Triangle is focused on strengthening its platform and expanding capabilities in cloud-based healthcare solutions [3]. - Spartan Capital Securities expresses support for Healthcare Triangle through the ATM program, indicating a commitment to the company's capital markets initiatives [3]. Group 3: Regulatory Compliance - The shares offered under the ATM program will be issued pursuant to an effective shelf registration statement previously filed with the U.S. Securities and Exchange Commission [4].

Group 1 - Binah Capital Group, Inc. (NASDAQ: BCG) reported a 9.5% increase in revenue to $46.2 million, driven by strong commissions, increased advisory fees, and higher interest income [1] - The company's assets under management (AUM) grew by 11% year-over-year to $30.0 billion, indicating the scalability of its advisor-centric business model [2] - Profitability reached a multi-quarter high with EBITDA increasing to $2.9 million, allowing for potential strategic investments to support advisors [3] Group 2 - Management expressed positive momentum heading into the fourth quarter, supported by advisor productivity and macro trends [4] - Despite increased volatility in shares, they settled almost flat and are trading at a 92% discount on a last twelve months price-to-sales ratio [4]

Q3 2025 Financial Highlights - Revenue grew by 71% with organic growth of 63%[9] - Adjusted Net Income increased by 144%[9] - Adjusted EBITDA increased by 186% with Adjusted EBITDA margin up by 270 bps[9] - Free Cash Flow generated was $389 million for the last twelve months ended September 30 2025[9] Q3 2025 Revenue Breakdown - Total revenue for Q3 2025 was $783 million, compared to $731 million in Q3 2024[11] - Industrial revenue increased by 82% to $343 million[20] - Consumer revenue increased by 59% to $340 million[23] - Software and Advisory revenue increased by 75% to $100 million[27] Q3 2025 Adjusted EBITDA - Adjusted EBITDA for Q3 2025 was $217 million, a 186% increase from $183 million in Q3 2024[14] - Industrial Adjusted EBITDA increased by 160% to $123 million with a margin of 359%[20] - Consumer Adjusted EBITDA increased by 129% to $70 million with a margin of 206%[23] - Software and Advisory Adjusted EBITDA increased by 600% to $24 million with a margin of 240%[27] 2025 Outlook - The company expects constant currency organic revenue growth to be between 55% and 6%[37] - Adjusted EBITDA margin organic improvement is expected to be approximately 25%[37] - Capital expenditures are projected to be between 65% and 7% of revenue[37]

Core Insights - Huntington Bancshares, Inc. (HBAN) has successfully completed its merger with Veritex Holdings, Inc. in a $1.9 billion all-stock transaction, enhancing its commitment to the Texas market [1][10] - The merger aims to accelerate HBAN's organic growth in Texas, particularly in the Dallas/Fort Worth and Houston areas, resulting in a combined asset base of nearly $223 billion [2][10] Financial Metrics - The combined entity holds $176 billion in deposits and $148 billion in loans, with Huntington planning to maintain and grow Veritex's branch network of 31 locations [2] - Integration of Veritex is expected to generate approximately $20 million in core pre-provision net revenue benefits in Q4 2025, alongside a projected efficiency ratio improvement of around 1 percentage point and a 30-basis-point increase in return on average tangible common equity (ROTCE) for 2025 [3] - Following the merger, net interest income (NII) growth is now projected to be between 10% and 11%, up from a previous outlook of 8% to 9%, supported by strong loan and deposit growth [4][10] Growth Projections - Average deposit balance growth is anticipated to be in the range of 6.5% to 7%, while loan growth is expected to reach approximately 9% to 9.5% for the year [4] - For 2026, mid to high single-digit loan growth is projected, driven by expansion in high-growth markets like Texas [5] Strategic Expansion - HBAN has previously announced plans to expand its commercial banking business in Texas, enhancing its footprint in the Dallas-Fort Worth area [6] - The company has broadened its middle-market banking presence and introduced new verticals, including the Financial Institutions Group and the Aerospace & Defense Group, to strengthen its commercial banking capabilities [7][8] Market Performance - Over the past six months, shares of Huntington have increased by 14.6%, outperforming the industry growth of 9.5% [9]

Core Insights - JPMorgan Chase has launched a Security and Resiliency Initiative, committing up to $1.5 trillion over the next decade to support critical industries for national economic security [1] - The initiative aims to address urgent needs in sectors such as critical minerals and frontier technologies, while strengthening US supply chains affected by geopolitical risks [1][4] Investment Plans - The bank plans to increase its previously announced investment from $1 trillion to up to $1.5 trillion, marking a 50% increase [2] - JPMorgan Chase intends to invest up to $10 billion in direct equity and venture capital to support select US companies, focusing on growth, innovation, and strategic manufacturing [3] Sector Focus - The initiative targets 27 specific sectors, including mining, solar and nuclear energy, battery storage, nanomaterials, and defense [4] - Efforts will include ensuring reliable access to essential resources like life-saving medicines and critical minerals, as well as advancing technologies such as semiconductors and data centers [6] Strategic Actions - JPMorgan Chase will provide customized financing solutions, advisory services, and partnerships to boost domestic production [5] - The bank plans to recruit industry experts and form an advisory council to guide its initiatives [5] - Advocacy for policy changes to simplify permitting processes and reduce regulatory barriers in sectors like mining is also part of the strategy [5]