Ticker Reports for November 26th
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(From Crypto 101 Media)
These 2 Energy Titans Just Scored Major Wins to Close Out November
Markets are reacting positively to recent news surrounding two key players in the energy ecosystem. Shares of Constellation Energy (NASDAQ: CEG) and GE Vernova (NYSE: GEV)both shot up on Nov. 19, reflecting renewed investor confidence tied to sector-specific developments and long-term growth potential in clean and nuclear energy.
Constellation Awarded $1 Billion Government Loan
Constellation Energy is the market’s most well-established nuclear stock. The company operates the United States’ largest nuclear energy fleet, with a capacity of around 22 gigawatts (GW). With artificial intelligence (AI) increasing energy needs, Constellation’s stock price has delivered a total return of 58% in 2025. Many view nuclear energy as the most ideal way to meet AI demand, as it is highly reliable and carbon-free.
Constellation has signed multiple agreements with AI hyperscalers. Its 20-year deal with Microsoft (NASDAQ: MSFT) was a huge win, boosting shares by over 22% on Sept. 20, 2024. Constellation committed to restarting operations at its Three Mile Island Unit 1 reactor.
However, restarting a nuclear plant is no easy task, requiring a significant investment of time and money. Luckily for Constellation, on Nov. 18, the Department of Energy said it would loan the firm $1 billion to aid this process. This is significant, accounting for more than 60% of the reopening’s estimated $1.6 billion cost. Constellation will still have to pay the loan back. However, the key advantage is that government loans often have much lower interest rates than private loans. Specifically, Constellation will only have to pay an interest rate of 37.5 basis points above that of U.S. Treasuries. This is likely a very good deal for Constellation, offering the firm a much lower rate than it could receive for the project otherwise.
Additionally, the loan signals the Trump Administration’s continued support of the nuclear energy industry. With heavy regulation in this space, having a strong relationship with the government is key to Constellation’s bullish thesis. Clearly, the administration is on Constellation’s side. Shares gained 5.3% on Nov. 19 in reaction to this news.
GEV Gains on International Wind Victory
Next up is GE Vernova (NYSE: GEV). With energy needs soaring, the company has also seen its shares perform impressively in 2025. The stock has delivered a total return of more than 74% on the year. While Constellation specializes in nuclear, GEV makes much of its hay in natural gas. GE Vernova doesn’t operate natural gas facilities itself, but rather is the world’s largest producer of natural gas turbines. These heavy-duty machines convert natural gas into electricity. Demand for turbines is growing briskly. The company’s Power segment saw revenue rise 14% last quarter, and orders rose 50%.
The company’s Electrification segment is also doing very well. Revenues rose 32% last quarter, and orders rose 104%. Through three quarters, the firm has already booked $900 million in electrification orders from hyperscalers. That’s 50% more than it booked from these customers in all of 2024.
However, GE Vernova’s wind business is lagging behind, with sales falling 9% and orders rising just 6% last quarter. That’s why investors were happy to see the firm announce a wind repower agreementwith Taiwan Power Company. The company will supply Taiwan Power with kits to upgrade and extend the life of its wind turbines. Notably, this is the first international onshore wind repower agreement GE Vernova has signed. It provides hope that similar deals may occur in the future to support GE Vernova’s underperforming segment. Shares spiked 7.3% on the day of the Nov. 19 announcement.
However, the deal is just one step in the right direction. GE Vernova will need to show consistent progress to convince markets that its wind business is turning a corner. Skepticism around this may be why the stock fell over 6% on Nov. 20. Still, the S&P 500 Index also dropped 1.5% that day as hopes of a Federal Reserve rate cut fell. Due to its long-term and capital-intensive operations, changing interest rate expectations can have a particularly strong effect on GEV shares.
CEG’s Government Relationship Bodes Well for Shares
Ultimately, these pieces of news are encouraging developments for both Constellation and GE Vernova. Constellation’s announcement stands out. It demonstrates the current administration’s keen interest in helping the nuclear industry succeed, supporting the stock’s outlook.
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5 Stocks to Buy Before Santa Claus Comes to Town
November was a challenging month for stocks, as macroeconomic concerns and concerns about an AI bubble weighed on prices. Most S&P 500 (NYSEARCA: SPY) stocks moved lower, but there is good news. The correction bottomed late in the month as the AI trade was reaffirmed, leaving them in a rebound mode as December approached. The takeaway for investors is that many of the hottest AI trades are rebounding the strongest as of late November, and they are trading at long-term lows with ample upside potential.
The caveat is that previous leaders, such as NVIDIA (NASDAQ: NVDA), may continue to face scrutiny as competition intensifies. Among the stories emerging in November is Alphabet (NASDAQ: GOOGL). Its long-awaited Gemini update was released, along with other bullish news that rocketed it to the top of the AI mountain.
While Alphabet is an outstanding stock and an obvious AI trade winner, its price is well above its moving averages, making it less attractive to new money than some others. Here’s a look at five stocks well-positioned to benefit from AI trends in December and in 2026.
#1 – Advanced Micro Devices Will Take Share From NVIDIA in 2026
If any company is poised to gain share from NVIDIA, it is AMD (NASDAQ: AMD). AMD is on track to launch its MI450 line late in 2026, which will open the door to hyperscaler demand. The likely outcome is that revenue will surge by triple digits over the subsequent few quarters, driving a robust stock price increase for shareholders.
The story now is that AMD’s stock price has corrected by 25% but is showing significant support at levels aligned with the top of its open price range. AMD’s stock price could rebound by as much as 30% in this scenario, yet still not reach its previous peak.
In that scenario, price action will retest the current high, but analyst trends suggest a new all-time high is the minimum to be expected. Based on analyst data tracked by MarketBeat, this stock could reach $380 within the next 12 months.
#2 – Broadcom Breaking Out as November Comes to a Close
Broadcom (NASDAQ: AVGO) is also poised to gain share from NVIDIA. While NVIDIA’s strength lies in its general-purpose AI-capable GPUs, Broadcom’s is in its custom capability. It is leaning hard into the custom market, focusing on its few large customers, which include Apple (NASDAQ: AAPL), Meta (NASDAQ: META), and Alphabet. As it stands, the company has a robust, double-digit CAGR forecast for revenue and earnings growth from analysts that is obviously too low.
The late-month news from Amazon (NASDAQ: AMZN), which includes plans to spend up to $50 billion on AI infrastructure for the government (which will require numerous custom ASICs and GPUs), has yet to be factored in. Regarding the price action, AVGO stock reached new highs and triggered a strong entry signal late in November. Analysts’ trends suggest it can rise by another 20% to 25%.
#3 – Applied Digital: GPU Capacity Is Sold Out
Applied Digital (NASDAQ: APLD) is among a few niche data center operators well-positioned for the AI boom. The news from NVIDIA’s Q3 report says it all: NVIDIA’s GPUs and AI compute capacity are sold out. That means anyone offering GPU-as-a-service, such as Applied Digital, will be in high demand.
And its core business, building and operating AI-capable data centers for client use, is also strong. The latest news is that hyperscaler demand for its second campus is strong and that it is on track to sell out before completion.
Analysts forecast this stock to advance by 10% at the consensus, but the trends point to the high end range and a nearly 80% upside.
#4 – Ondas Holdings: A 30% Stock Price Surge Is Just the Beginning
Ondas Holdings (NASDAQ: ONDS) is emerging as a player in the drone industry. Its products are in high demand due to their capability and cost-effectiveness, with growth accelerated by repeat orders, new contracts, and acquisitions. The company forecasted more than $110 million in 2026 revenue, sufficient to sustain its triple-digit hyper-growth pace, and it is likely to be a low estimate.
Analyst trends remain robust, with coverage expanding and sentiment strengthening.
The price target trend places this market at $12, a long-term high that puts it on track to retest all-time highs near $16, and institutional buying aligns with this trend. The group owns only 37% of the stock as of late November, but is aggressively accumulating at a pace of $10 bought for each $1 sold.
#5 – MP Materials Is a Good Buy After Its 50% Correction
MP Materials’ (NYSE: MP) stock price surged to over $100 due to its position in the rare-earthmarket and the U.S. government’s purchase of a stake. Now that it has corrected by 50%, it appears to be a good buy. Not only is it producing revenue and on track for profits next year, but analysts like it and are upgrading the stock.
Among the latest are upgrades from JPMorgan and Goldman Sachs, which highlight its vertically integrated business and alignment with national security interests. They see it trading near $75, which is sufficient for a 30% upside, and admit there is potential for further upside in their forecasts.
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Analog Devices Moves Higher as Super-Cycle Gains Momentum
Analog Devices (NASDAQ: ADI) is well-positioned for advancement in 2026 and will likely set new all-time highs throughout the year. The fiscal Q4 and year-end tally for 2025 was better than expected, revealing that a supercycle in industrial semiconductors is gaining momentum.
The critical takeaway is that growth continues to accelerate, driven by strength across all semiconductor end markets, which are expected to remain solid for the foreseeable future. Not only have inventories normalized, but demand surges are on the horizon that will support pricing, revenue growth, and earnings quality for this cash flow and capital return machine.
Capital Returns Strengthen the Long-Term Outlook
Capital returns are central to Analog Devices’ stock price outlook. The company pays dividends, increases its distribution yearly, and repurchases its shares. The dividend isn’t robust, yielding just over 1.6% in late 2025, but it is reliable, growing at a 10% compound annual growth rate.
Regarding reliability, the payout ratio is about 50% of current-year earnings, with earnings expected to grow at a solid double-digit pace for the next five to seven years. Buybacks are also accretive to investors, reducing share count by approximately 1% in Q4, and are expected to continue in the upcoming years.
Analog Devices Posts Beat-and-Raise Quarter With Strength in All End Markets
Analog Devices had a solid quarter, reporting revenue of $3.08 billion, up 26.2% year-over-year (YOY), with growth accelerating from the prior quarter. The strength was driven by growth across all end markets, underpinned by a 34% increase in Industrial and a 37% gain in Communications. Automotive was also strong at 19%, trailed by a less robust 7% gain in Consumer Markets.
The more important news is that improving revenue resulted in significant leverage gains.
Not only were fixed costs deleveraged, but operational quality improved, resulting in a 190 basis point increase in the adjusted gross margin and a 240 basis point increase in the operating margin.
Earnings grew steadily, with adjusted earnings per share coming in at $2.26—up 35% YOY—and the strength is likely to carry into the future.
Analog Devices’ initial guidance for fiscal Q1 2026 underpins the stock’s bullish price outlook.
The company forecasts $3.1 billion in revenue, a slight sequential improvement and further acceleration in YOY growth. Revenue and earnings projections are several hundred basis points better than analyst consensus and may be cautious, given the building momentum.
Analysts Cheer Analog Devices Q4 Results and Guidance
In the hours after the guidance release, several analysts issued positive commentary, affirming the stock price outlook. As it stands, the consensus rating is a Moderate Buy, with a 12% upside forecast and a bullish bias in the data. Of the 29 analysts covering ADI stock, 21 (72%) rate it as a Buy, and the price target revision trend is positive. The most bullish target tops out near $310, a level that may prove conservative if current trends persist.
Analog Devices’ stock price also responded favorably to the news, rising by 5% in early market action. The move confirms support at the 30-day exponential moving average (EMA), constitutes a trend following signal, and has the market poised to reach new highs within days or weeks. A move to new highs would be significant as it would break the market out of a consolidation and could result in a quick $40 to $60 price advance from the breakout point near $250.
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