News Bulletin
Monday, December 1st, 2025
Morning Edition

Economic Numbers:

 

Time

Event

Forecast

Previous

9:45

S&P Global Manufacturing PMI (Nov)

51.9

52.5

10:00

Construction Spending (MoM) (Sep)

 

0.20%

10:00

ISM Manufacturing Employment (Nov)

 

46

10:00

ISM Manufacturing New Orders Index (Nov)

 

49.4

10:00

ISM Manufacturing PMI (Nov)

49

48.7

10:00

ISM Manufacturing Prices (Nov)

59.5

58

11:30

3-Month Bill Auction

 

3.75%

11:30

6-Month Bill Auction

 

3.67%

12:00

Atlanta Fed GDPNow (Q4) 

3.90%

3.90%

20:00

Fed Chair Powell Speaks 

 

 

 

Indices
 

 

CLOSE

50 DMA

200 DMA

DJIA

47716.42

46753.06

43949.74

NASDAQ

23365.69

22942.65

20313.66

S&P 500

6849.09

6724.98

6177.35

Earnings Calendar:

(EPS: Earning Per Share / Rev: Revenue / Mkt Cap : market Capital/ BMO : Before Market Opening /AMC : After Market Close)

 

Company

EPS

  Forecast

Revenue

  Forecast

Market Cap

Time

Hafnia (HAFN)

0.18

0.16

366.5M

  253.52M

3B

BMO

Tatneft ADR (OAOFY)

--

  --

--

  --

17.22B

 

Asseco Poland ADR (ASOZY)

--

  --

--

  --

3.64B

 

Cango (CANG)

--

0.1435

--

  1.58B

519.27M

 

US Gold (USAU)

--

-0.14

--

0

248.25M

 

51Talk Online Education DRC (COE)

--

  --

--

  --

242.35M

 

Children’s Place (PLCE)

--

0.6013

--

  370.31M

175.57M

 

Duluth Holdings Inc (DLTH)

--

-0.46

--

  117.06M

118.51M

 

Amtech (ASYS)

--

-0.055

--

  18.25M

112.36M

 

Bright Scholar A (BEDU)

--

  --

--

  --

64.97M

 

Nutriband (NTRB)

--

-2.13

--

  675K

59.42M

 

Veru (VERU)

--

-0.0567

--

  575K

39.8M

 

Globus Maritime (GLBS)

0.04

-0.14

12.6M

  9.9M

27.99M

 

Brand House Collective (TBHC)

--

-0.13

--

  109.39M

27.18M

 

Enlivex (ENLV)

-0.09

-0.144

--

0

23.56M

 

Pinstripes Holdings (PNSTQ)

--

-0.23

--

  30.63M

4.12K

 

Credo Technology Holding (CRDO)

--

0.4917

--

  234.67M

30.72B

AMC

MongoDB (MDB)

--

0.8054

--

  593.78M

27.04B

AMC

Vestis (VSTS)

--

0.39

--

  787.87M

854.32M

AMC

Simulations Plus (SLP)

--

0.0986

--

  17.86M

342.16M

AMC

 

 

Market News:

 

U.S. stock futures traded mixed Monday, with investors weighing geopolitical risks, defense spending signals, and M&A activity, while gold touched a fresh record high amid dollar weakness and government shutdown fears.

 

Here are some of the biggest premarket U.S. stock movers today:

 

Airbus Group SE (EPA:AIR) shares fell more than 10% on Monday after airlines raced to complete a global software recall affecting more than 6,000 A320-family jets, as new details from regulators and analysts highlighted the scale of hardware replacements still ahead.

 

NVIDIA (NASDAQ:NVDA): The semiconductor powerhouse continues its dominance in the AI chip market, delivering a 28.1% one-year total return. With a forward PEG ratio of 0.66 and analyst upside of 45.7%, NVIDIA combines strong historical performance with substantial growth potential, making it WarrenAI’s top pick among Magnificent stocks.

 

Alphabet (NASDAQ:GOOGL): Google’s parent company recorded the highest one-year return at an impressive 90.3%, demonstrating remarkable momentum. With forecasted EPS growth of 33.2% and a PEG ratio just above 1.0, analysts still see 12.0% upside potential. WarrenAI highlights Alphabet’s strong earnings quality alongside its market-beating performance.

 

Meta Platforms (NASDAQ:META): The social media titan posted a 13.2% one-year return with analysts forecasting similar upside potential at 12.7%. Despite a negative forward PEG ratio (-5.99) indicating forecast volatility, WarrenAI points to Meta’s attractive P/E ratio of 27.4x and improving cash flow as positive indicators of its turnaround story

 

Occidental Petroleum (NYSE:OXY) rose >1% after reports the company is in advanced talks to sell its chemical division, OxyChem, for at least $10B.

 

Defense stocks rallied after the WSJ reported the Pentagon plans to boost missile production: RTX (RTX) +2.3%, Lockheed Martin (LMT) +1.8%, Northrop Grumman (NOC) +0.6%, Boeing (BA) +0.8%, L3Harris (LHX) +2.1%.

 

Merus (NASDAQ:MRUS) spiked >37% after Genmab announced an $8B deal to acquire the cancer drugmaker.

 

Gold miners advanced as gold hit a record high: Kinross Gold (KGC) +2.4%, Gold Fields (GFI) +2.6%, Newmont Goldcorp (NEM) +2.8%, with Agnico Eagle (AEM) and Wheaton Precious Metals (WPM) also higher.

 

MoonLake Immunotherapeutics (NASDAQ:MLTX) plunged >87% after disappointing Phase 3 trial results for its skin disease drug.

 

 

 

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