NasdaqGS:RIVN
NasdaqGS:RIVNAuto

US Stock Market Today: S&P 500 Futures Rise amid Higher-Yield, Slower-Growth Crosswinds

The Morning Bull - US Market Morning Update Monday, Dec, 15 2025 US stock futures are pointing higher this morning, with contracts linked to the S&P 500 up about 0.4 percent. The move comes as the 10 year Treasury yield creeps toward 4.2 percent, its highest level since September. That higher yield means borrowing costs for mortgages, car loans, and company debt remain elevated, after Federal Reserve officials signaled they are in no rush to cut interest rates further. At the same time, weak...
NYSE:NX
NYSE:NXBuilding

Quanex (NX) Is Up 21.7% After Returning To Quarterly Profitability And Boosting Capital Returns – What’s Changed

Quanex Building Products Corporation recently reported fourth-quarter 2025 results showing sales of US$489.85 million and net income of US$19.57 million, a sharp turnaround from a net loss a year earlier. Despite a full-year net loss driven by a large goodwill impairment, the company generated strong cash flow, repaid US$75 million of debt, continued buybacks totaling 5.37% of shares since 2021, and maintained its US$0.08 quarterly dividend while guiding to broadly flat revenue and EBITDA...
NasdaqGS:TRIN
NasdaqGS:TRINCapital Markets

Analyst Upgrades And Earnings Beat Might Change The Case For Investing In Trinity Capital (TRIN)

In recent days, Trinity Capital Inc. received new Buy and Market Outperform ratings from Lucid Capital Markets and Citizens, following a quarter in which its revenue surpassed expectations and grew materially year over year. Analysts highlighted Trinity’s internally managed structure, diversified lending verticals, and strong dividend coverage as key reasons for their positive outlook on the company’s profitability profile. We’ll now examine how this combination of upbeat analyst coverage...
NasdaqGS:ALKT
NasdaqGS:ALKTSoftware

Alkami Technology (ALKT): Valuation Check After Launch of Alkami Foundry Developer and Fintech Partner Hub

Alkami Technology (ALKT) just rolled out Alkami Foundry, a new hub for developers and fintech partners that opens the company’s platform, deepens integrations, and subtly reframes how investors think about its long term growth engine. See our latest analysis for Alkami Technology. That launch lands against a choppy backdrop, with the share price at $22.29 after a 1 month share price return of 8.84% but a much weaker year to date share price return of 39.59%. The 3 year total shareholder...
NasdaqGS:SDGR
NasdaqGS:SDGRHealthcare Services

ARK’s Higher Conviction Bet on Schrödinger’s AI Drug Platform Could Be A Game Changer For SDGR

Earlier this week, ARK Investment Management, led by Cathie Wood, increased its stake in Schrödinger by purchasing an additional 36,600 shares, signaling growing institutional interest in the company. This incremental buying by a high-profile active manager highlights how Schrödinger’s AI-driven drug discovery platform continues to attract attention from long-term oriented investors. We’ll now examine how ARK’s larger position in Schrödinger could influence the company’s investment...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan (KMI) Valuation After Upgraded 2025–2026 Guidance and Higher 2026 Dividend Target

Kinder Morgan (KMI) just paired fresh 2025 to 2026 earnings guidance with a higher 2026 dividend target, signaling confidence in cash flow and a continued commitment to steadily rewarding income focused shareholders. See our latest analysis for Kinder Morgan. The new dividend and earnings outlook lands after a relatively soft patch for the shares, with a year-to-date share price return of minus 4.91 percent, even as the 1-year total shareholder return sits at about 5 percent. A much stronger...
NYSE:XPO
NYSE:XPOTransportation

XPO (XPO): Evaluating Whether Recent Share Price Momentum Still Leaves Valuation Upside

XPO (XPO) has quietly kept grinding higher, with the stock up about 11% over the past month and 10% in the past 3 months, even after a slight dip yesterday. See our latest analysis for XPO. Zooming out, that recent strength caps a solid year to date, with a 12.5% year to date share price return even though the 1 year total shareholder return is still slightly negative. This suggests sentiment and growth expectations are now rebuilding around XPO. If XPO’s momentum has your attention and you...
NasdaqGS:PCRX
NasdaqGS:PCRXPharmaceuticals

Pacira BioSciences (PCRX) Is Up 7.7% After Positive Spine Pain Pilot Data and New FDA Clearance - Has The Bull Case Changed?

In early December 2025, Pacira BioSciences reported results from a 30-patient randomized pilot study comparing its ioveradeg cryoneurolysis to radiofrequency ablation for chronic low back pain, alongside recent FDA clearance of a new Smart tip designed for deeper lumbar nerve access. The combination of encouraging comparative pain data and an FDA-cleared hardware enhancement highlights Pacira’s efforts to broaden ioveradeg’s role across spine-related pain pathways beyond its current...
NasdaqGM:VERX
NasdaqGM:VERXSoftware

Vertex (VERX) Valuation Check After New AI Tax Platform Launch With CPA.com and Kintsugi

Vertex (VERX) is back in focus after expanding its long running partnership with CPA.com, rolling out an AI powered sales tax platform built with Kintsugi that aims to streamline compliance work for accounting firms. See our latest analysis for Vertex. Despite this AI push and Vertex’s upcoming presence at the Digital CPA Conference, the stock’s 1 year total shareholder return is deeply negative while the 3 year total shareholder return remains solidly positive. This suggests longer term...
NasdaqCM:AXGN
NasdaqCM:AXGNMedical Equipment

Should FDA Biologic Approval of AVANCE Nerve Scaffold Require Action From Axogen (AXGN) Investors?

Axogen, Inc. recently announced that the U.S. FDA has approved its Biologics License Application for AVANCE, an acellular nerve scaffold indicated for treating a range of peripheral nerve discontinuities in adults and pediatric patients aged one month and older. This transition of AVANCE to a full biologic regulatory framework, with commercial rollout of the licensed product expected in early second-quarter 2026 while current supply continues under the tissue framework, could materially...
NasdaqGS:ONB
NasdaqGS:ONBBanks

Old National Bancorp (ONB): Reassessing Valuation After Fed Rate Cut Fuels Regional Bank Rebound

Old National Bancorp (ONB) just caught a tailwind from the Federal Reserve’s latest 25 basis point rate cut, with shares climbing about 5% as investors rotated back into regional banks on easing expectations. See our latest analysis for Old National Bancorp. That Fed driven bounce comes on top of a solid run, with an approximately 10% 1 month share price return and a near 67% five year total shareholder return. This suggests momentum is gradually rebuilding around Old National’s earnings and...