North American Morning Briefing: Investors Await JOLTS Data Ahead of Fed Rate Decision -2-
Earnings:
Groupe Dynamite 3Q
North West Co. 3Q
Economic Indicators (ET):
NA
Stocks to Watch:
Almonty Announces Launch of Public Offering of Common Shrs in the United States
GoldMining Announces Renewed At-the-Market Equity Program
Interfor Names Mike Mackay as CFO; Mackay Succeeds Rick Pozzebon; Names Andrew Horahan as Operating Chief
Lundin Gold Sees 2026 Gold Production 475,000 Ounces-525,000 Ounces
Rio2 Upsizes Previously Announced Bought Deal Financing to C$166 Million; Underwriters Agreed to Purchase 74.8M Subscription Receipts at a Price of $2.22 per Subscription Receipt; Equity Financing Expected to Close on or About Dec. 15, 2025
Expected Major Events for Tuesday
00:01/UK: Nov BRC-KPMG Retail Sales Monitor
00:01/UK: Nov UK Nations and Regions Growth Tracker
00:01/UK: 1Q Manpower UK Employment Outlook Survey
05:01/US: 1Q Manpower U.S. Employment Outlook Survey
06:00/JPN: Nov Preliminary Machine Tool Orders
07:00/GER: 3Q Labour cost index
07:00/GER: Oct Foreign Trade
09:30/UK: 3Q Mortgage Lenders and Administrators Return (MLAR) statistics
11:00/US: Nov NFIB Index of Small Business Optimism
13:55/US: 12/06 Johnson Redbook Retail Sales Index
15:00/US: Oct Job Openings & Labor Turnover Survey
17:00/US: World Agricultural Supply & Demand Estimates (WASDE)
21:30/US: API Weekly Statistical Bulletin
23:50/JPN: Nov Corporate Goods Price Index
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Expected Earnings for Tuesday
Academy Sports & Outdoors Inc (ASO) is expected to report $1.03 for 3Q.
AeroVironment Inc (AVAV) is expected to report $-0.41 for 2Q.
American Outdoor Brands Inc (AOUT) is expected to report $-0.01 for 2Q.
AutoZone Inc (AZO) is expected to report $32.03 for 1Q.
Braze Inc (BRZE) is expected to report $-0.28 for 3Q.
Caleres Inc (CAL) is expected to report for 3Q.
Campbell's Co (CPB) is expected to report $0.72 for 1Q.
Casey's General Stores Inc (CASY) is expected to report $5.21 for 2Q.
Children's Place Inc (PLCE) is expected to report $0.70 for 3Q.
Cognyte Software Ltd (CGNT) is expected to report for 3Q.
Core & Main Inc (CNM) is expected to report $0.69 for 3Q.
Cracker Barrel Old Country Store Inc (CBRL) is expected to report $-0.61 for 1Q.
Dave & Buster's Entertainment Inc (PLAY) is expected to report $-1.05 for 3Q.
Designer Brands Inc (DBI) is expected to report $0.18 for 3Q.
Frequency Electronics Inc (FEIM) is expected to report $0.27 for 2Q.
G-III Apparel Group Ltd (GIII) is expected to report $0.21 for 3Q.
GameStop Corp - A Share (GME,GMEB) is expected to report $1.50 for 3Q.
Genasys Inc (GNSS) is expected to report $-0.02 for 4Q.
Korn Ferry (KFY) is expected to report $1.24 for 2Q.
Lakeland Industries Inc (LAKE) is expected to report $0.23 for 3Q.
Lands' End Inc (LE) is expected to report $0.12 for 3Q.
Loop Media Inc (LPTVQ) is expected to report for 4Q.
MIND Technology Inc (MIND) is expected to report $-0.01 for 3Q.
North West Co Inc (NWC.T) is expected to report $0.82 for 3Q.
Ollie's Bargain Outlet Holdings Inc (OLLI) is expected to report $0.75 for 3Q.
SailPoint Inc (SAIL) is expected to report for 3Q.
Vince Holding Corp (VNCE) is expected to report $0.08 for 3Q.
Wilhelmina International Inc (WHLM) is expected to report for 3Q.
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ANALYST RATINGS ACTIONS
3M Cut to Hold From Buy by Deutsche Bank
Allison Transmission Raised to Strong Buy From Outperform by Raymond James
Antero Resources Cut to Neutral From Overweight by JP Morgan
Aptiv Raised to Equal-Weight From Underweight by Morgan Stanley
Avis Budget Group Cut to Equal-Weight From Overweight by Morgan Stanley
BioAge Labs Raised to Equal-Weight From Underweight by Morgan Stanley
BorgWarner Cut to Equal-Weight From Overweight by Morgan Stanley
Capricor Therapeutics Shares Climb as Analysts Project Profitability by 2028
Champion Homes Raised to Overweight From Equal-Weight by Barclays
CNX Resources Raised to Neutral From Underweight by JP Morgan
Compass Raised to Overweight From Equal-Weight by Barclays
Confluent Cut to Equal-Weight From Overweight by Wells Fargo
Confluent Cut to Market Perform From Outperform by William Blair
Devon Energy Raised to Overweight From Neutral by JP Morgan
Equity Lifestyle Raised to Outperform From Sector Perform by RBC Capital
Evercore Cut to Equal-Weight From Overweight by Morgan Stanley
Five Below Raised to Buy From Hold by Truist Securities
Fluence Energy Cut to Hold From Buy by Johnson Rice
Fluence Energy Cut to Underperform From Neutral by Mizuho
Generac Raised to Overweight From Neutral by JP Morgan
General Motors Raised to Overweight From Equal-Weight by Morgan Stanley
Heard on the Street: AI-Chip Depreciation Splits Accounting World ---- By Jonathan Weil
Incyte Raised to Outperform From Neutral by Mizuho
Inspire Medical Systems Raised to Outperform From Perform by Oppenheimer
Jack Henry & Associates Raised to Outperform From Market Perform by Keefe, Bruyette & Woods
Jefferies Financial Raised to Overweight From Equal-Weight by Morgan Stanley
KB Home Raised to Overweight From Equal-Weight by Barclays
Lear Cut to Equal-Weight From Overweight by Morgan Stanley
Lennar Cut to Underweight From Equal-Weight by Barclays
Lucid Group Cut to Underweight From Equal-Weight by Morgan Stanley
Marvell Technology Cut to Hold From Buy by Benchmark
Masco Cut to Equal-Weight From Overweight by Barclays
Mastercard Raised to Buy From Hold by HSBC
Netflix Cut to Hold From Buy by Pivotal Research
Netflix Cut to Neutral From Buy by Rosenblatt
Occidental Petroleum Cut to Underweight From Neutral by JP Morgan
Oklo Raised to Buy From Neutral by Seaport Global
Old Dominion Freight Raised to Overweight From Equal-Weight by Morgan Stanley
PBF Energy Cut to Underperform From Peer Perform by Wolfe Research
Pinterest Cut to Neutral From Outperform by Wedbush
Primoris Services Cut to Neutral From Overweight by JP Morgan
PROCEPT BioRobotics Cut to Neutral From Buy by B of A Securities
Quanta Services Raised to Overweight From Neutral by JP Morgan
Ralliant Raised to Buy From Neutral by Citigroup
Range Resources Cut to Underweight From Neutral by JP Morgan
Rivian Automotive Cut to Underweight From Equal-Weight by Morgan Stanley
SiteOne Landscape Supply Raised to Equal-Weight From Underweight by Barclays
Synopsys Raised to Neutral From Underperform by B of A Securities
Tesla Cut to Equal-Weight From Overweight by Morgan Stanley
Thermo Fisher Raised to Overweight From Sector Weight by Keybanc
Visa Raised to Buy From Hold by HSBC
W. P. Carey Cut to Sector Perform From Outperform by RBC Capital
This article is a text version of a Wall Street Journal newsletter published earlier today.
(END) Dow Jones Newswires
December 09, 2025 06:09 ET (11:09 GMT)
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