US Stock Morning Brief 2025-12-11

News Summary

U.S. stock futures were mixed in pre-market trading as investors digest the Federal Reserve’s latest rate cut, the third in as many meetings, and weigh the implications of a split FOMC while the underlying data remain mixed. The central bank trimmed rates by a quarter point to a target range of 3.5%-3.75%, a move that keeps monetary policy accommodative but left traders parsing how long the easing cycle lasts and when rate hikes might come if inflation stubbornly cools. In interviews and television hits, Kelsey Berro of JPMorgan Asset Management explained why markets rallied after the FOMC decision, while Fundstrat’s Tom Lee argued that a wall of worry won’t prevent further gains into 2026. President Trump blasted the Fed and touted mega GDP growth, a stance echoed by a panel on Fox Business’ Kudlow, which weighed the political backdrop against a still-challenged inflation picture. A segment on Mornings with Maria offered a range of viewpoints on what the policy path means for investors.

Across the Atlantic, central banks in major economies signaled a shift toward holding policy steady for now, with the potential for hikes later if conditions warrant. Europe’s stocks drifted lower on the day as U.S. rate cuts and the accompanying commentary filtered through, while Britain’s FTSE 100 held near sit-tight levels as Powell’s softer tone restrained gains. In futures trading, Nasdaq-100 futures pointed to selling pressure after Oracle’s data-center spend and related tech concerns weighed on sentiment, and Norway’s sovereign wealth fund’s caution about infrastructure investments added to the risk backdrop. Still, the Dow Jones Industrial Average had been buoyed by the broader economic backdrop, with strategists noting that a stronger economy paired with ongoing rate relief could bolster dividend plays next year, with names like AbbVie, FedEx and Coca-Cola frequently cited. On the policy and geopolitical front, Britain’s NHS medicines spending was reported to rise by about 1.5 billion pounds over three years, a development that fed into broader policy chatter, while Wharton’s Jeremy Siegel offered a clarifying take on Powell’s cut and tariff dynamics on air time. With U.S.-China trade expected to persist but likely less volatile than in 2025, market focus remains squarely on high-quality tech as the AI transition unfolds at a potentially slower pace than some had anticipated.

Stock Nes Summary

ABR

Arbor Realty Trust (ABR) sees a buy rating upgrade, fueled by consistent insider buying and Q3 earnings that, despite some unevenness, maintain the company's $0.30 dividend per share.

ABT

Touchstone Mid Cap Growth Fund surpasses Russell Midcap Growth Index in Q3 2025, driven by size factor and Consumer Discretionary gains.

ACB

Aurora Cannabis Inc. announces the launch of Black Jelly, a high-potency proprietary cultivar, in Poland, expanding its medical cannabis product portfolio in one of Europe's fastest-growing markets. Black Jelly joins Farm Gas and Sourdough under the Cannabis Flos Aurora brand portfolio. The product is grown and manufactured in Aurora's Canadian GACP and EU-GMP certified facilities.

ACI

The study reveals that active immunotherapy targeting alpha-synuclein pathology could potentially slow Parkinson's disease progression, marking a significant advancement in treatment strategies.

ACM

AECOM wins an indefinite delivery, indefinite quantity contract from the FAA for comprehensive A-E services across the agency's Eastern, Central, and Western Service Areas, with a program ceiling of over $270 million over 10 years.

ADM

Zacks Investment Research has added Cognitive Behavioral Therapy (CBT), ADM (ADM Inc.), and BCC (Becton, Dickinson and Company) to its Strong Sell list, which includes stocks with a Zacks Rank #5 (Strong Sell) and a P/S ratio of at least 3.0. The list is updated monthly and is based on the Zacks Rank stock-rating system, which uses earnings estimate revisions and other quantitative factors to determine the probability of a stock's price performance. The addition of these stocks to the list indicates that investors should be cautious about investing in them, as they are expected to underperform the market

ADX

ADX earns a 'Buy' rating, outperforming USA, which is rated 'Sell' due to persistent underperformance. The article explores the fundamental differences between the two legendary closed-end funds, ADX and USA, highlighting why ADX remains profitable while USA is likely to underperform.

AGMH

Edgewater Wireless Systems Inc. successfully passed all resolutions at its AGM, including setting the number of directors at four and electing Brian Imrie, James Skippen, and Ra.

ALLY

Ally Financial's shares surged, with higher than average trading volume, despite the latest earnings estimate revisions not guaranteeing further price increases in the near term.

ALNY

Alnylam Pharmaceuticals enters into repurchase agreements for $34.4 million of its Convertible Senior Notes due 2027, with a total repurchase cost including interest.

AMPG

AmpliTech Group, Inc. reports receipt of approximately $6.7 million in unit subscription rights, with over 900K basic subscriptions and over 700K oversubscriptions as of December 10, 2025.

AMZN

Amazon's Kindle Scribe Colorsoft, priced at $630, is its latest endeavor to transform the e-reader into a productivity tool, while the company explores a new one-hour in-store pickup service.

ANDE

Andersons, Inc. announced a growth plan to achieve a run-rate earnings per share of $7.00 by 2028, marking a 36% compounded annual growth rate from $2.56 per share for the trailing twelve months ended September 30, 2025. CEO Bill Krueger emphasized the company's strategic framework to accelerate growth, optimize margins, and deliver value through disciplined capital deployment.

ANET

Investors express apprehension over Nvidia's (NVDA 0.64%) service expansion and its potential rivalry with Arista Networks (ANET +1.78%).

ASML

ASML Holding, a key player in next-gen chip manufacturing with its High-NA EUV systems, faces a trillion-dollar valuation challenge, requiring a significant rise in net income. Despite a premium valuation, its diversified customer base, stable demand, and limited competition make it a compelling AI portfolio position, though it faces cyclicality and geopolitical risks.

ATI

ATI (ATI) shares surged on high trading volume, with positive earnings estimate revisions hinting at future gains.

AVAV

AeroVironment, Inc. (NASDAQ: AVAV) secures a $4.8 million contract with the U.S. Coast Guard to deliver Mission Specialist Defender ROVs, bolstering maritime response capabilities as part of the Force Design 2028 initiative.

AVGO

Broadcom's custom AI chips present a significant opportunity, while UiPath's revenue growth could lead to substantial upside.

AXIL

AXIL Brands, Inc. secures a national retail distribution deal with Walmart, expanding its reach in the hearing performance and protection market.

BAC

Bank of America Corporation (BAC) presented at the Goldman Sachs 2025 U.S. Financial Services Conference, discussing the company's financial performance, strategic initiatives, and outlook for the future. Key points included the company's strong financial results, with a 10% increase in net income and a 15% increase in revenue, driven by strong growth in consumer banking and wealth management. The company also highlighted its commitment to digital transformation, with a focus on enhancing customer experience and expanding its digital offerings. Additionally, Bank of America discussed its strategic partnerships and collaborations, including its partnership with Microsoft to develop a digital banking platform. The company also emphasized its commitment

BHV

In a Phase 1 study, BHV-1510 2.5 mg/kg Q3W plus cemiplimab showed promising results in advanced/metastatic cancer patients, with high response rates in NSCLC and endometrial cancer, and a favorable safety profile.

BLK

Naturgy to sell 7.1% stake to GIP, retaining 11.42% stake in Spanish energy firm.

BMI

Gabelli Small Cap Growth Fund fell short in Q3 2025, with standout stocks like Mueller Industries and Gorman-Rupp Co., while Ryman Hospitality and Badger Meter lagged.

BMY

Bristol Myers Squibb's Opdivo (nivolumab) plus chemotherapy combination has received a priority review designation from the US FDA for the treatment of classic Hodgkin lymphoma, potentially accelerating its path to market.

BNO

OPEC's supply growth and key trendline breaks exert downward pressure on natural gas and oil prices, raising downside risks as traders reassess market momentum.

BRK-A

Warren Buffett's investment manager Todd Combs has left to join JPMorgan, paving the way for his eventual succession as Berkshire Hathaway's stock picker.

BTAI

BioXcel Therapeutics, Inc. (BTAI) Discusses Managing Acute Agitation in Schizophrenia and Bipolar Disorders at Home

BioXcel Therapeutics, Inc. (BTAI) recently held a discussion on managing acute agitation in schizophrenia and bipolar disorders at home. The discussion focused on the importance of early intervention and the use of non-pharmacological strategies to manage symptoms. The panelists emphasized the need for a comprehensive approach that includes medication, therapy, and lifestyle changes. They also highlighted the importance of educating patients and their families about the condition and the available treatment options. The discussion concluded with a call

BTZ

BlackRock Credit Allocation Income Trust yields 9.31% but lags peers in yield and five-year total return, relying on leverage and active trading, with sustainability concerns amid persistent inflation.

Phil Yu Zhang, former CFO and executive director of Kanzhun Limited, resigns to become Chief Strategy Officer.

BZAI

Blaize (NASDAQ: BZAI) and Voyager Acquisition (NASDAQ: VACH) are both small-cap financial services companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, institutional ownership, risk, analyst recommendations, dividends, valuation and profitability. Valuation and Earnings This table compares Blaize and Voyager Acquisition based on the strength of their earnings, institutional ownership, risk, analyst recommendations, dividends, valuation and profitability. Blaize (NASDAQ: BZAI) and Voyager Acquisition (NASDAQ: VACH) are both small-cap financial services companies, but which is the better business?

CBL

CBL International Limited's CEO, Dr. Teck Lim Chia, has been honored as an Awardee in the Directors of the Year Awards – Listed Companies Executive Directors category by the Hong Kong Institute of Directors (HKIoD).

CBUS

Cibus and the European Commission have reached an agreement on the use of New Genomic Techniques (NGTs) in plant breeding, paving the way for the company to introduce improved traits to European growers. The agreement, which was reached after a lengthy negotiation process, is seen as a significant step forward in the development of plant breeding technology and is expected to have a positive impact on the agricultural sector. The agreement also includes provisions for the establishment of a regulatory framework for the use of NGTs in plant breeding, which will ensure that the technology is used in a safe and responsible manner. Cibus has expressed its gratitude to the European Commission for

CERT

Resnick brings decades of leadership experience in health sciences, business operations, strategy, innovation and commercial growth

Resnick

CIEN

Ciena® Corporation reports financial results for its fiscal fourth quarter and year ended November 1, 2025, with a focus on revenue growth, profitability, and strategic initiatives.

Colgate-Palmolive's share price plummeted in 2025 as consumer staples stocks fell out of favor, but the company is pushing forward with an increased pace of product development.

CNTA

Mario Alberto Accardi PhD, President and founder of Centessa's Orexin Program, has been appointed as Chief Executive Officer and a member of the Board of Directors. Accardi's appointment marks a significant milestone in the company's leadership, as he brings his extensive expertise and vision to the role. As CEO, Accardi will be responsible for steering the company's strategic direction and ensuring its continued success in the competitive healthcare industry. His appointment also signifies Centessa's commitment to maintaining a strong leadership team that is dedicated to advancing the company's mission of improving patient outcomes through innovative treatments and therapies. Accardi's extensive background in neuroscience and his passion for advancing

CRCW

Zurich-based 21Shares, a top cryptocurrency exchange-traded products provider, released its State of Crypto report with ten predictions for 2026, forecasting the next phase in digital assets' evolution.

CRM

Salesforce expands agencywide transformation initiative with USDOT, enhancing citizen safety and simplifying federal grant management.

CRVW

Pulmonx (NASDAQ: LUNG) and Careview Communications (OTCMKTS:CRVW) are both medical companies, but Pulmonx has a higher institutional ownership of 91.0% compared to Careview's 0.0%. Pulmonx has a higher valuation of 1.5x earnings compared to Careview's 0.5x earnings. Pulmonx has a higher risk with a beta of 1.5 compared to Careview's 0.0. Pulmonx has a higher dividend yield of 0.0% compared to Careview's 0.0%. Pul

CTSH

Cognizant unveils India AI Lab and Moment Studio in Bengaluru, bolstering its $1 billion generative AI investment.

CVE

Cenovus Energy Inc. (TSX: CVE) (NYSE: CVE) has announced its 2026 capital budget and corporate guidance, outlining future financial plans and strategic investments for the year.

CVR

CVR Partners, LP, a buy, offers undervalued exposure to nitrogen fertilizer with strategic Midwest facilities and unique feedstock flexibility. UAN's dual-input Coffeyville facility and capacity expansion initiatives provide a durable competitive advantage, supporting long-term utilization targets around 95%. The partnership structure delivers high, albeit volatile, distributions tied to commodity cycles, with tax-advantaged potential for certain investors.

CVX

Warren Buffett, the CEO of Berkshire Hathaway, is set to retire soon, but his investment choices, particularly in companies with strong brands, continue to be a significant part of the company's portfolio.

DAO

The Company will hold its annual general meeting of shareholders on December 16, 2025, at 3:00 p.m. – 5:00 p.m. at its Beijing offices.

DOMH

Dominari Holdings Inc. announces a special cash dividend of approximately $10 million, or $0.44 per share, to be paid on January 23, 2026, to its common stock shareholders and certain warrant holders.

DOW

Tech stocks tumble as Oracle's results fuel fears, despite a Fed rate cut boosting US equities.

DUOL

Duolingo, despite a 65% stock decline, is a Strong Buy due to its data monopoly, high engagement, and expansion into non-language verticals, with management prioritizing long-term growth and ROI, presenting a speculative, high-upside opportunity for patient, risk-tolerant investors.

EBC

Focus Graphite Inc. announces that the Lac Knife deposit material has achieved 99.9996 wt.% purity and an EBC of 2.03 ppm, confirming its suitability for high-value advanced materials markets.

EML

China Eastern Airlines inaugurates Shanghai-Auckland-Buenos Aires route, reducing travel time to 25 hours and setting a new record for the world's longest one-way commercial flight.

ENVA

Enova International, Inc. acquires Grasshopper Bancorp, Inc. in a $369 million deal, merging a leading online lender with a dynamic digital-first bank.

EQT

EQT rated a buy as US natural gas demand surges, with a price target rise to $73 and over 20% cash earnings growth forecasted from 2026-2028.

EVGO

EVgo appoints Keefer Lehner as CFO, effective January 12, 2026, succeeding retiring CFO Paul Dobson.

EXEL

Exelixis, Inc. (EXEL) Discusses Strategic Approach to Building Next-Generation Oncology Franchises at R&D Day Transcript

Exelixis, Inc. (

FIG

Figma, a rising star in the creative cloud market, is rapidly expanding its influence, capturing a significant share of the industry.

GEV

GE Vernova (GEV) shares surged on a high-volume session, but recent earnings estimate revisions don't predict continued gains.

GME

GameStop's Q3 earnings fell short of expectations, with declining sales and a questionable Bitcoin strategy, leading to a sell recommendation due to weak fundamentals and high valuation premiums.

GOOG

Alphabet is poised to benefit from the AI boom, Nu Holdings is reaching unbanked populations in Latin America, Google DeepMind is launching an automated research lab in the UK, and Waymo recalled 3,067 vehicles in the US due to a software issue.

Harness, valued at $5.5 billion, raises $200 million in a Goldman Sachs-led round, plans a $40 million tender offer for employees, and aims to advance AI and expand globally.

GTLL

The International Cricket Council (ICC) has announced that AB InBev, the world's leading brewer, will become the Official Beer Partner for all major ICC tournaments starting in 2026. The partnership will be led by Budweiser 0.0, Budweiser's no-alcohol beer in India, with other ABI mega brands activating in Europe and Africa. Meanwhile, a slump in Oracle's shares has shifted investors' focus to the sustainability of the AI-led boom, affecting markets in Asia and Europe.

HIVE

HIVE Digital Technologies Ltd. (HIVE) is a leading provider of innovative digital solutions for the healthcare industry, specializing in the development of advanced software and hardware systems to enhance patient care and streamline medical processes. HIVE's cutting-edge technologies include AI-powered diagnostic tools, telemedicine platforms, and integrated healthcare management systems, which are designed to improve the efficiency and effectiveness of healthcare delivery. With a strong focus on research and development, HIVE is committed to driving innovation in the healthcare sector and improving patient outcomes through its state-of-the-art digital solutions. HIVE's mission is to revolutionize the healthcare industry by providing healthcare professionals with the tools

HOPE

Hope Bancorp (HOPE) shares surged, with higher than average trading volume, despite the latest earnings estimate revisions not necessarily leading to further price increases in the near term.

HSTXF

Heliostar Metals Ltd. (TSXV: HSTR) (FSE: RGG1) (OTCQX: HSTXF) (Newsfile Corp. - December 11, 2025) (Vancouver, British Columbia) - Heliostar Metals Ltd. (TSXV: HSTR) (FSE: RGG1) (OTCQX: HSTXF) (Newsfile Corp. - December 11, 2025) (Vancouver, British Columbia) - Heliostar Metals Ltd. (TSXV: HSTR) (FSE: RGG1) (OTCQ

HUBG

CoTec Holdings Corp. announces the lease agreement for its U.S. rare-earth magnet recycling and manufacturing facility in Dallas-Fort Worth, Texas, marking a significant step in supporting domestic critical-minerals supply chains.

IBKR

IBKR expands Brazilian equity trading to non-Brazilian clients via B3 platform.

IBM

IBM and Pearson, a global lifelong learning company, have announced a partnership to create AI-powered personalized learning products for businesses, public organizations, and educational institutions.

IDR

Idaho Strategic announces comprehensive soil sampling and radiometrics surveys results for its Lemhi Pass Rare Earth Elements (REE) project, enhancing understanding of the area's geological potential.

IDYA

IDEAYA Biosciences, Inc. has completed targeted enrollment of 435 patients in the OptimUM-02 trial, evaluating the combination of darovasertib and Pfizer's crizotinib in first-line HLA*A2-negative metastatic uveal melanoma. Topline data, including median PFS, are expected in 1Q 2026 to support a potential accelerated approval filing in the United States.

IIF

MS India Investment Fund, outperforming peers, offers a 10.8% NAV discount, with a portfolio heavily weighted in financial and consumer sectors.

IMTX

Immatics N.V. reports updated Phase 1a dose escalation data for its second-generation PRAME cell therapy, IMA203CD8, in heavily pre-treated patients with solid tumors, including ovarian cancer.

IONQ

Quantum computing stocks, particularly IonQ, are gaining investor interest, with strategic deals and government contracts potentially boosting its performance in 2026.

IREN

IREN Limited, a company with a dual focus on bitcoin mining and AI infrastructure, is pivoting towards AI services, propelled by a significant $9.7 billion, five-year contract with Microsoft. The company's valuation reflects its dual operations, but future revenue is expected to be primarily driven by its AI Cloud Services. This shift is supported by IREN's vertical integration, a secured 3GW power capacity, and low electricity costs of $0.05 per kWh. However, the company faces high execution risk.

IRIX

A recently published independent study in Ophthalmology and Therapy demonstrates that retreatment of transscleral laser treatment using MicroPulse® technology (MicroPulse TLT) can safely and effectively further reduce intraocular pressure (IOP) in patients with glaucoma.

1. A recent independent study in Ophthalmology and Therapy demonstrates that retreatment of transscleral laser treatment using MicroPulse® technology (MicroPulse TLT) can safely and effectively further reduce intraocular pressure (IOP) in patients with glaucoma.

Iridex Corporation (Nasdaq: IRIX) is a worldwide leader providing innovative and versatile laser-based medical systems, delivery

IRVRF

Irving Resources Inc. announces it holds the largest prospecting licenses in the Noto Peninsula, Japan, covering four potential gold-silver target areas.

JEF

Bleichmar Fonti & Auld LLP, a top securities law firm, is investigating Jefferies Financial Group Inc. and Point Bonita Capital following a SEC probe for potential federal securities law violations. Investors in Jefferies or Point Bonita are advised to seek more information at the provided link.

JPM

JPMorgan Chase & Co. (JPM) shares rose on a busy trading day, with positive earnings estimate revisions hinting at future gains.

JRVR

Zacks Rank #1 (Strong Buy) List Adds PDLB, JRVR, BCAL, UHS and WAY

Zacks Investment Research today announced that PDLB, JRVR, BCAL, UHS and WAY have been added to the Zacks Rank #1 (Strong Buy) List on December 11th, 2025. The Zacks Rank #1 (Strong Buy) List is comprised of the top 50 stocks in the Zacks system that are expected to outperform the market over the next 1 to 3 months. The Zacks Rank is a proven stock-rating system that has an impressive track

KIND

Nextdoor, a neighborhood social networking app, is predicted to become a significant meme stock in 2025, as it approaches the end of the year with only three weeks remaining.

KNDI

Kandi Technologies Group, Inc. acquires 100% of Rawrr Inc., a premium electric off-road motorcycle brand in the U.S., reinforcing its position in the North American sustainable mobility market.

LASE

Laser Photonics Corporation (NASDAQ:LASE) announces Qing Lu's appointment as one of its four independent directors, joining the Board of Directors following an expansion from five to seven members.

LIND

Planet Fitness (NYSE: PLNT) and Lindblad Expeditions (NASDAQ: LIND) are both consumer discretionary companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, earnings, profitability, dividends, risk and institutional ownership. Profitability This table compares Planet Fitness and Lindblad Expeditions based on their profitability metrics. Planet Fitness has a higher net margin (0.06% vs. 0.01%) and return on equity (ROE) (0.08% vs. 0.01%) compared to Lindblad Expeditions. However, Lindblad

LITE

Corning (NYSE: GLW) and Lumentum (NASDAQ: LITE) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, dividends, risk, valuation, profitability and analyst recommendations. Earnings and Valuation Corning (NYSE: GLW) and Lumentum (NASDAQ: LITE) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, dividends, risk, valuation, profitability and analyst recommendations.

LLY

Eli Lilly's next-gen obesity drug, retatrutide, showed promising results in a late-stage trial, outperforming its blockbuster drug Zepbound and reinforcing the company's lead in the fast-growing obesity market.

LNN

Lindsay Corporation secures $80M MENA deal for Zimmatic irrigation systems and FieldNET tech, bolstering local food production.

LOVE

The Lovesac Company, renowned for its Sactionals, announced its third-quarter financial results for fiscal 2026, with the release scheduled for December 11, 2025.

LTRX

Trillium, a leading provider of gimbaled imaging systems for unmanned aircraft, has selected Lantronix Edge AI technology to power its systems, enhancing performance and capabilities for both military and commercial applications.

LTUM

Atlantic Lithium Ltd (AIM:ALL, ASX:A11, OTCID:ALLIF) says Ghana's parliament has temporarily put a hold on the approval process for a mining lease for its Ewoyaa project to allow more consultation on the country's mining code and how royalties are applied. The company, which wants to develop Ghana's first lithium mine, said the pause relates to a wider review rather than any project-specific issue.

LZM

Lifezone Metals Limited announces significant progress on Kabanga Nickel Project, aiming for a Final Investment Decision in 2026.

Mastercard, a leading global financial services company, has reported a significant profit increase, reflecting its strong market position and profitability.

MAIN

Main Street Capital, a resilient BDC, offers a 6.9% dividend yield and consistent payouts, with strong portfolio performance and a hold rating, despite trading at an 88.87% premium to NAV.

MDB

Keiretsu Forum MST and MDB Capital have joined forces with over 150 investors to enhance syndication and exits, with plans to expand the Investor Summit series nationwide in 2026.

MDV

Modiv Industrial, Inc. declared a regular quarterly cash dividend of $0.4609375 per share on its Series A Preferred Stock for the fourth quarter of 2025.

MGHL

Opus Genetics, Inc. announces Dr. George Magrath as a new member of its board of directors.

Altria Group Inc. announces the retirement of CEO Billy Gifford and the appointment of Sal Mancuso as his successor, continuing its multidecade streak of dividend hikes despite the fading cigarette business. The stock's high yield is attributed to slow growth and tepid share price performance, not financial risk.

Rare earth metals producer MP is poised for growth in 2026, having secured three transformative deals in 2025 and steadily ramping up production.

MTDR

Matador Resources Company announces successful redetermination of its borrowing base at $3.25 billion and unanimous renewal of San Mateo Midstream's credit facility with increased commitment.

AI stock with potential for growth continues to rise in value.

NAK

The NAK25-57 and NAK25-52 intersections have expanded the NAK25-46 discovery by over 100 metres west and 200 metres east, respectively, with significant copper equivalent grades.

NFG

New Found Gold Corp. announces promising infill drill results from the Monte Carlo zone in the AFZ Core, part of the Queensway Gold Project in Newfoundland and Labrador, Canada, with significant gold grades reported.

NKGFF

Nevada King Gold Corp. announces the launch of its fully-funded Phase 4 regional exploration program at its 130km2 Atlanta Gold Mine Project in eastern Nevada, following the successful completion of Phase 3 drilling that identified new regional oxide mineralization outside the Atlanta Resource Zone.

NOG

Vitesse Energy (NYSE: VTS) and Northern Oil and Gas (NYSE: NOG) are both energy companies, but which is the better stock? We will contrast the two businesses based on the strength of their dividends, institutional ownership, valuation, earnings, analyst recommendations, profitability and risk. Valuation and Earnings This table compares Vitesse Energy (NYSE: VTS) and Northern Oil and Gas (NYSE: NOG) based on their valuation and earnings. Vitesse Energy (NYSE: VTS) has a higher valuation and earnings compared to Northern Oil and Gas (NYSE: NOG). Dividends and Institutional Ownership This

NRIM

Northrim (NRIM) shares surged on high trading volume, with positive earnings revisions hinting at future gains.

NVDA

Nvidia predicts AI expansion until 2030, Alphabet might sell its in-house chips by 2026, and Nvidia's new service could help enforce US chip restrictions.

NVMI

Quebec Innovative Materials Corp (QIMC) accelerates its hydrogen-AI strategy in Nova Scotia amid intense industry staking activity, with major players like Koloma and global resource companies showing significant interest in the province's emerging natural hydrogen corridor.

onsemi and FORVIA HELLA sign long-term agreement to adopt T10 MOSFET technology for advanced automotive platforms.

OPRA

Opera Limited announces a semi-annual cash dividend of $0.40 per share, payable on January 14, 2026, to shareholders of record as of January 7, 2026, totaling $35.9 million. The company is rated Buy with a $17.6 price target, indicating a 27% upside and market outperformance. Opera reported 30% revenue growth and above-market margins in Q3 2025, but recent margin erosion requires close monitoring.

ORCL

Oracle's stock dropped 11% after reporting Q2 earnings that exceeded expectations, despite strong revenue numbers, due to market sensitivity to the AI boom's potential delayed returns.

PAR

PAR Technology trades at a reset valuation near 4x revenue, presenting an attractive entry after operational noise earlier this year. Q3 results showed 22% ARR growth to $298M, 25% subscription revenue growth, and improving attach rates, reinforcing confidence in PAR's platform adoption. Execution on large customer rollouts, especially with RBI brands, and maintaining mid-teens organic ARR growth are crucial for near-term rerating.

PATH

UiPath, a leading automation software company, has surpassed investor expectations in its recent performance update, showcasing its continued growth and success in the market.

Impinj's latest study reveals a widening gap between consumer demand and the capacity of global supply chains to meet it, signaling a potential crisis in the industry.

Planet Labs reports a record Q3 2025 revenue of $81.3M, a 33% YoY increase, and a 16% post-market share rise, driven by a resilient recurring revenue model and strong government/defence demand. Adjusted EBITDA turns positive for the fourth consecutive quarter, with a strengthened balance sheet featuring $677M in cash and a 361% YoY jump in performance obligations.

PLTR

Palantir shares soar, Alibaba and AMD poised for AI revenue surge.

PRM

Arcline Investment Management sells its portfolio company Medical Manufacturing Technologies to Perimeter Solutions for $685 million.

PYRGF

Innovative Plasma Recovery Project Aims to Extract Critical Minerals from End-of-Life Batteries

In a groundbreaking initiative, researchers are set to explore the potential of plasma technology to recover critical minerals from spent electric vehicle batteries. This cutting-edge project, spearheaded by the University of California, Irvine, and the University of California, Merced, seeks to address the growing concern over the scarcity of essential materials required for the production of electric vehicles and renewable energy technologies. By harnessing the power of plasma, the team aims to efficiently and sustainably extract valuable resources such as lithium, cobalt, and nickel, which are integral to the manufacturing of batteries. The project,

PZC

PZ Cussons (LSE:PZC) will retain its Africa business after a strategic review by the board determined that offers received did not reflect the business's underlying value. The soap and shampoo maker said it is now targeting long-term growth in its African markets, particularly Nigeria, Kenya and Ghana.

Qudian Inc. announces a name change to "High Templar Tech Limited" and ticker symbol "HTT".

Zomedica Corp. announces Assisi and Calmer Canine technologies featured in Merv, available on Prime Video.

RGTI

Rigetti Computing, a promising tech stock, could lead to substantial gains for investors.

RZLT

Rezolute's experimental drug, ersodetug, failed to meet the primary goal in a late-stage study for a rare condition causing dangerously low blood sugar. The study observed a 45% reduction in hypoglycemia events at the top dose compared to a 40% improvement in the placebo arm.

SATS

Satsuma Technology PLC's shares surged by 28% as the company announced proposed board changes and the sale of 579 Bitcoin, raising net proceeds of about £40mn, in preparation for an uplisting to the Financial Conduct Authority's Official List and trading on the London Stock Exchange's main market.

SFM

Sprouts eyes buying opportunity as food delivery boom fuels expansion, with a 50% drop from all-time highs presenting a potential bargain for investors.

SGU

Star Royalties Ltd. has entered into a binding agreement with Nhwelmen Construction Limited Partnership, whereby Elk Gold Mining Corp. will repurchase the Company's 2% net smelter return royalty on the Elk Gold Mine in exchange for a 5% equity ownership of Gold Mountain.

SHEL

Shell plc announces non-re-election of Non-Executive Directors Catherine Hughes and Neil Carson at the 2026 AGM.

PJX Resources Inc. reports drilling on Dewdney Trail Property has intersected 63m of "Quake zone" mineralization, indicating significant zinc, lead, silver, and other metal mineralization.

SOUN

SoundHound AI's Amelia AI platform expansion boosts revenue growth, with potential for increased subscription income and profitability.

SRPT

Sarepta Therapeutics, Inc. has entered into exchange agreements to convert $291.4 million of its 1.25% convertible senior notes due 2027.

STEW

SRH Total Return Fund, with a 4.5% dividend yield and strong growth, trades at a 21.1% discount to NAV, presenting a compelling entry point. However, its top ten holdings comprise over 88% of assets, introducing concentration risk, especially in diversified and financial sectors.

Suncor Energy announces 2026 corporate guidance, emphasizing operational excellence and shareholder value, with continued share repurchases and strategic investments.

SUUN

PowerBank Corporation congratulates Smartlink AI on the successful launch of the DeStarlink Genesis-1 satellite, marking the first step in building Orbit AI's Orbital Cloud network for AI compute, connectivity, and blockchain-verified processing in low-Earth orbit.

TGT

Sanu's FY-2025 drilling at Daina property yielded significant gold mineralized zones, with notable intercepts in N2-25-006, N2-25-009, and N2-25-011. The Bantabaye property also showed promising results with high-grade artisanal zones. Target Corporation anticipates organic revenue growth of 7-10% for 2026-2030 and plans a $4.09 billion buyback.

TNL

TNL Mediagene and CMoney announce a strategic partnership to integrate CMoney's retail data into Ad2iction's Ad2 AI Agent solution, aiming to enhance audience insights and campaign precision in Taiwan's media and advertising technology industries.

UBS

Swiss National Bank backs UBS regulation measures proposed by Federal Council.

VAUCF

Viva Gold Corp. plans a private placement of up to 18.75 million units at CDN$0.16 each, raising up to CDN$3 million, with insiders exempt from MI 61-101 valuation requirements.

VGZ

Gold Royalty (NYSE: GROY) and Vista Gold (NYSE: VGZ) are both small-cap basic materials companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, profitability, earnings, dividends, valuation, risk and institutional ownership. Analyst Recommendations This is a breakdown of the analyst recommendations for Gold Royalty (NYSE: GROY) and Vista Gold (NYSE: VGZ). Gold Royalty has 1 buy, 1 hold, and 1 sell rating, while Vista Gold has 1 buy, 1 hold, and 1 sell rating. Both companies

VICI

VICI Properties' robust dividend yield and steady AFFO growth, combined with a healthy net leverage ratio and favorable debt composition, make it a viable investment for the foreseeable future.

WDAY

Strada, a leading provider of wellness solutions, has announced a strategic partnership with Workday, a global human capital management company, to enhance employee wellness programs. This collaboration aims to leverage Workday's robust technology platform to deliver comprehensive wellness solutions, helping organizations improve employee health, productivity, and overall well-being. The partnership underscores Strada's commitment to integrating cutting-edge technology with innovative wellness strategies to create a healthier and more engaged workforce.

WMT

Walmart Refuses to Adopt NFC Payments, Sticking to Cash and Checks Amidst Retail Tech Trends.

WRD

WeRide earns 'Strong Buy' rating for strong revenue growth, expanding margins, and scalable global partnerships in the robotaxi sector, leveraging its WeRide One platform and proprietary GXR robotaxi for manufacturing cost advantages and high-margin, asset-light revenue streams. Strategic alliances with Uber, Grab, Chery, and GAC drive data acquisition and international expansion, reinforcing the company's competitive edge in AV technology.

WTW

In 2025, the international trade landscape was transformed by U.S. tariff deals, with geopolitical dynamics and national security becoming central to risk management for globally active businesses. Willis' latest Political Risk Index aims to help firms navigate the emerging era of tariff geopolitics.

Weyerhaeuser and Aymium form TerraForge Biocarbon Solutions to produce 1.5 million tons of sustainable biocarbon annually for metals production, aiming for $1.5 billion in incremental Adjusted EBITDA by 2030 and $250 million in Adjusted EBITDA from biocarbon by the same year.

YRD

Yiren Digital, a Fintech leader in China and Southeast Asia, wins "Technology Innovation Leadership Award for Listed Companies" at China's Financial Annual Champion Awards.