Conagra Brands (CAG) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.7 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.27%. A quarter ago, it was expected that this company would post earnings of $0.33 per share when it actually produced earnings of $0.39, delivering a surprise of +18.18%.Over the last four quarters, the company ha ...

期权市场信号 - 近期期权市场动向显示，TG Therapeutics的股票值得密切关注，具体表现为其2026年1月16日到期、行权价为3美元的看涨期权是今日所有股票期权中隐含波动率最高的合约之一 [1] 隐含波动率含义 - 隐含波动率反映了市场对未来价格波动的预期，高隐含波动率表明期权交易者预期标的股票将出现大幅单向波动，这可能意味着即将发生会导致股价大涨或大跌的事件 [2] 公司基本面与市场预期 - 尽管期权市场预示股价将有大幅波动，但公司基本面显示，TG Therapeutics在Zacks评级系统中为第三级（持有），所属的医疗-生物医学和遗传学行业在Zacks行业排名中位列前37% [3] - 在过去60天内，市场对公司当前季度的Zacks共识每股收益预期从27美分下调至25美分 [3] 交易策略背景 - 结合分析师当前对公司的看法，极高的隐含波动率可能意味着一个交易机会正在形成，经验丰富的交易者常通过卖出高隐含波动率期权来获取权利金，这是一种利用时间价值衰减的策略，其核心希望是标的股票在到期时的实际波动低于最初预期 [4]

文章核心观点 - 特朗普总统签署行政命令 指示联邦机构将大麻从《管制物质法案》的附表I重新分类至附表III 这被视为行业长期寻求的监管里程碑 可能显著重塑大麻监管框架并承认其医疗用途 [1][2][11] - 行政命令强调大麻的合法医疗用途 但明确指出其并未以任何形式将大麻合法化 也未批准其作为娱乐性药物使用 [5][11] - 此举可能减轻行业税负 改善研究条件并提升行业信誉 但并非最终改革 其实际影响取决于机构行动速度、法规实施情况以及国会是否跟进 [8][11][13] 行政命令内容与性质 - 行政命令是总统发布的正式书面指令 要求联邦政府在现有法律下采取特定行动 其本身并非立法 不能创建新法或推翻国会通过的法令 [2][3] - 命令指示相关机构推进将大麻重新分类至《管制物质法案》附表III [2] - 目前大麻被列为附表I物质 与海洛因和LSD并列 被认为无公认医疗用途且滥用风险高 重新分类至附表III后 大麻将与氯胺酮和睾酮等药物同属一类 这些药物被认可具有医疗用途且滥用风险较低 [4] 对行业的具体潜在影响 - 重新分类可能消除国税局280E条款的适用 该条款目前阻止大麻企业扣除大部分运营费用 这一变化可能实质性改善整个行业的盈利能力 [8] - 正式的医疗认可可能加速临床研究 扩大医生接受度 并增强机构投资者的信心 [8] - 行政命令还为大麻二酚带来潜在重要进展 根据医疗保险和医疗补助服务中心正在评估的新模式 某些基于CBD的产品最早可能在2026年4月有资格获得医疗保险覆盖 [5] - 命令还敦促国会重新考虑更新“最终大麻衍生大麻素产品”的定义 以确保患者能够获得全谱CBD [6] 市场反应与行业现状 - 该消息已重新点燃投资者的热情 一些热门大麻股如Tilray Brands、Canopy Growth Corporation和Curaleaf Holdings在近期交易中录得强劲涨幅 [12] - 行业参与者多年来一直游说将大麻从附表I中移除 认为该分类阻碍了科学研究 加重了税收负担 并限制了对传统银行和资本市场的访问 [7] 重新分类的局限性 - 行业专家警告 行政命令可能不如市场最初希望的那么具有变革性 重新分类本身并未在联邦层面将大麻合法化 也未解决州与联邦法律之间持续存在的冲突 [9] - 根据附表III 大麻的获取将严格限于医疗和处方用途 并未为娱乐合法化、州际贸易或无限制的消费者销售提供途径 [9] - 最终影响仍取决于机构行动的速度、法规实施的方式以及国会是否跟进这些变化 这一领域的进展历来并不均衡 [13]

Key Takeaways OWLT makes the top three after screening 7,906 stocks for efficiency ratios above industry averages.PRLB stands out as a quick-turn custom parts maker with an average four-quarter earnings surprise of 18.6%.Las Vegas Sands operates integrated resorts in the U.S. and Asia, posting a 14.5% average earnings surprise.The efficiency ratio is an indication of a company’s financial health. It analyzes how efficiently a company uses its assets and liabilities internally.However, at times, it becomes d ...

Key Takeaways CEG is expanding nuclear capacity with major tech contracts to supply nuclear power to AI data centers.TLN will deliver 1,920 MW of nuclear energy to Amazon data centers through 2042 under a long-term deal.D is exploring small modular reactors and serving rising data center demand under long-term agreements. Artificial intelligence (AI)-powered data centers are now booming. The AI infrastructure space remains rock solid, supported by an extremely bullish demand scenario. Research firm McKinsey ...

Key Takeaways OKLO is repurposing surplus plutonium as fuel for advanced fast-spectrum nuclear reactors.Federal support and early safety approval enabled OKLO to begin building its fuel fabrication facility.Criticality tests with Los Alamos showed plutonium fuel is safe and compatible with other reactor fuels.Nuclear start-up Oklo Inc. ((OKLO) sits at the center of a policy shift that is transforming surplus plutonium from a Cold War liability into a potential energy asset. Federal direction now favors repu ...

Key Takeaways GILD's HIV growth is driven by Biktarvy and Descovy, with Yeztugo becoming the first twice-yearly PrEP option.GILD's injectable lenacapavir strengthens prevention as Truvada faces generic competitionGILD's bictegravir-lenacapavir single-tablet regimen met phase III endpoints, supporting regulatory filings.Gilead Sciences, Inc. (GILD) has a market-leading HIV franchise, led by flagship HIV therapies — Biktarvy and Descovy. Biktarvy sales and Descovy for pre-exposure prophylaxis (PrEP) have fuel ...

Winnebago Industries (WGO) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to a loss of $0.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +216.67%. A quarter ago, it was expected that this recreational vehicle maker would post earnings of $0.58 per share when it actually produced earnings of $0.71, delivering a surprise of +22.41%.Over the last fou ...

For Immediate ReleasesChicago, IL – December 19, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog includeAmazon.com, Inc. (AMZN) , Atlassian Corporation (TEAM) and Cloudflare, Inc. (NET) .Here are highlights from Friday’s Analyst Blog:3 Cloud Computing Stocks That Investors Can Opt to Buy Before 2026Cloud computing is incr ...

For Immediate ReleasesChicago, IL – December 19, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog includeExxon Mobil Corporation (XOM) , Chevron Corporation (CVX) and EOG Resources Inc (EOG) .Here are highlights from Friday’s Analyst Blog:Can ExxonMobil Weather the Prevailing Softness in Oil Price?According to data from Oi ...