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What happens all around us affects the markets – and what affects the markets affects our financial security. Keep in touch with everything of interest that’s happening from a wide variety of general news and financial sources curated by our team.
The world is ever-changing: keep up with what’s happening right here, your “one stop shop” for everything we’ve spotted that can affect the markets.
Two AI stocks especially stand out.
James O’Loan co-founded Chemist4U in 2011 and has grown the business into the UK’s largest Tier 3 obesity dispenser.
IREN Limited (NASDAQ:IREN) is one of the stocks Jim Cramer shed light on. Discussing the company’s deal with Microsoft, Cramer stated: “The super speculative stocks, these remind me of the internet stocks that didn’t make it out of the dot-com era when it came to an ignominious end… I don’t want to repeat that experience. […]
If you are wondering whether Microsoft is still worth buying after such a massive run, or if the easy money has already been made, you are in the right place. Despite a strong longer term record, up 101.6% over 3 years and 136.1% over 5 years, the stock has cooled recently. It has slipped 1.8% over the last week and 4.7% over the past month, though it is still up 15.4% year to date and 9.7% over the last year. Recently, investors have been weighing Microsoft’s aggressive push into AI...
IBM’s CEO walked through some napkin math on data centers — and said that there’s “no way” to turn a profit at current costs. “$8 trillion of CapEx means you need roughly $800 billion of profit just to pay for the interest,” Arvind Krishna told “Decoder.” Krishna was skeptical that current tech would reach AGI, putting the likelihood between 0-1%. — Yahoo Finance This Week Different eras have ...
Intel's move reveals a lot about where the company thinks it's headed.
RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.
Judge Amit Mehta in Washington sided with the US Justice Department on the one year limitation in his final ruling on what changes the search giant must make in the wake of a landmark ruling that the company illegally monopolized online search. The final judgment will still allow Google to offer its products to Apple Inc. for use in its popular iPhone and pay other electronics makers like Samsung Electronics Co. for default placement. Mehta noted in his ruling that both Google and the US government said they could work with the one-year limitation on default contracts.
We came across a bullish thesis on Apple Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on AAPL. Apple Inc.’s share was trading at $283.10 as of December 1st. AAPL’s trailing and forward P/E were 37.95 and 34.13 respectively according to Yahoo Finance. Apple delivered a strong fiscal third […]
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor Manufacturing Company Limited’s share was trading at $287.68 as of December 1st. TSM’s trailing and forward P/E were 29.81 and 23.92 respectively according to Yahoo Finance. TSMC has mastered the art […]
We came across a bullish thesis on Yelp Inc. on Valueinvestorsclub.com by surf1680. In this article, we will summarize the bulls’ thesis on YELP. Yelp Inc.’s share was trading at $28.62 as of December 1st. YELP’s trailing P/E was 12.91 according to Yahoo Finance. Yelp, Inc. is currently trading at deeply discounted multiples, creating a compelling investment opportunity […]
Netflix and Warner Bros. Discovery have reached a deal—but getting it approved won’t be so easy. Netflix on Friday announced that it has agreed to buy Warner Bros. studios and HBO Max once the company completes the previously planned spinoff of its global cable network operations. The transaction is subject to regulatory approval.
We came across a bullish thesis on Peloton Interactive, Inc. on Open Insights’s Substack. In this article, we will summarize the bulls’ thesis on PTON. Peloton Interactive, Inc.’s share was trading at $6.66 as of December 1st. PTON’s forward P/E was 12.24 according to Yahoo Finance. Peloton (PTON) has undergone a major transformation over the past 18 months […]
The eye-popping figure reflects how routine mega-valuations have become in private markets.
Tech stocks were higher late Friday afternoon, with the Technology Select Sector SPDR Fund (XLK) up
Broadcom Climbs on Strong AI Play -- Next-Gen Chips Fuel Growth Hopes
Cathie Wood’s recent move just sent a quiet alarm through mega-cap tech. ARK filings filed for December 4 show major cuts to Meta Platforms (META) and Tesla (TSLA) stocks, two "Magnificent 7" stalwarts that played a key role in 2025’s relentless AI-powered rally. For perspective, Meta ...
Meta has acquired AI-wearables startup Limitless, maker of a pendant-style device that records and transcribes real-world conversations, as the social media giant doubles down on efforts to build AI-enabled consumer hardware. Earlier this week, Meta hired longtime Apple design executive Alan Dye, a move widely seen as sharpening its focus on next-generation devices. Meta plans to use Limitless' technical capabilities as part of its development of next-generation AI-enabled wearables.
Morgan Stanley says there is a growing AI power gap, and IREN will be important in helping generate the power needed for AI compute.
Artificial intelligence is propping up the stock market, but healthcare is propping up the economy. Government actions might put that at risk, Ali R. Bustamante writes in a guest commentary.
ADBE aims for up to $6.125B in Q4 revenues as AI-driven demand fuels momentum across creative and marketing tools.
As a technology, eSIM has been around for a decade now. However, global eSIM adoption was around 3% last year and will only cross 5% this year. Despite these figures, analysts, eSIM-providing startups, and investors are bullish about eSIM's upward trajectory, largely thanks to travel.
Eli Lilly's stock price and market cap are poised to explode with the GLP-1 market.
We recently published 10 Stocks Losing Their Fire. Intel Corporation (NASDAQ:INTC) is one of the worst performers on Thursday. Intel snapped a two-day rally on Thursday, shedding 7.45 percent to close at $40.50 apiece as investors resorted to profit-taking to take advantage of the previous day’s record high. At intra-day trading, the stock fell by […]
Apple stock has rebounded after its iPhone 17 helped buoy sales. The company recently saw a flurry of executive exits, but its 2026 outlook looks reasonably positive.