We came across a bullish thesis on Globalstar, Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on GSAT. Globalstar, Inc.’s share was trading at $60.12 as of December 1st. Globalstar, Inc. (GSAT) operates a global network of low-earth orbit (LEO) satellites that enable data and voice communication in remote […]
We came across a bullish thesis on Arm Holdings plc on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on ARM. Arm Holdings plc’s share was trading at $135.01 as of December 1st. ARM’s trailing and forward P/E were 173.79 and 77.52 respectively according to Yahoo Finance. Arm Holdings (ARM) […]
Berkshire Hathaway just took a massive new position in Google's parent company.
We came across a bullish thesis on Amkor Technology, Inc. on SixSigmaCapital: Navigating the Financial Markets’s Substack by SixSigmaCapital and Michel. In this article, we will summarize the bulls’ thesis on AMKR. Amkor Technology, Inc.’s share was trading at $37.74 as of December 1st. AMKR’s trailing and forward P/E were 30.44 and 22.83 respectively according to Yahoo Finance. […]
South Korea's LG Electronics Inc said on Friday that Microsoft and LG affiliates are pursuing overall business cooperation regarding data centres, but no specific deal has been signed at this time. The regulatory filing was in response to a South Korean newspaper report saying that LG Electronics, LG Energy Solution and other LG affiliates are set to supply key parts and software, such as temperature controls and energy storage systems, for Microsoft's AI data centres. The Korea Economic Daily report cited unnamed industry sources.
Meta Platforms is planning cuts to the metaverse, an arena Chief Executive Mark Zuckerberg once called the future of the company. The proposed changes are part of Meta’s annual budget planning for 2026, and the company plans to shift spending from the metaverse to artificial-intelligence wearables, according to a person familiar with the matter. The decision marks a sharp departure from the vision Zuckerberg laid out in 2021, when he changed the name of his company to Meta Platforms, from Facebook, to reflect his belief in growth opportunities in the online digital realm known as the metaverse.
Lisa Jackson, who led sustainability initiatives, will retire in January, and Kate Adams, the company’s general counsel, will retire late next year.
Micro1 started the year with roughly $7 million ARR. Now, it claims to have surpassed $100 million in ARR, double what it reported in September.
The tech stalwart is already one of the largest companies in the world.
Apple loses two more top senior executives with exits of longtime general counsel Kate Adams and environmental VP Lisa Jackson. Meta’s Jennifer Newstead is set to join as new general counsel in 2026.
Obi-Wan Kenobi introduced the world to the “Jedi mind trick” early on in the Star Wars saga when he assured weak-minded Storm Troopers that “these aren’t the droids you’re looking for” during a search ordered by the evil Darth Vader. Back home, in a galaxy not terribly far away, Meta Platforms CEO Mark Zuckerberg looks like he might be trying something similar. Bloomberg reported Thursday that Meta is planning “meaningful” budget cuts, perhaps as high as 30%, to the metaverse project that Zuckerberg first unveiled in the summer of 2020.
Salesforce stock was rising Thursday after the company reported better-than-expected third-quarter earnings but missed on revenue. The company has fallen despite earnings beats in recent quarters, but look set to end that losing streak. Salesforce earnings, as per usual, were fine.
CUPERTINO, Calif., December 04, 2025--Apple® today announced that Jennifer Newstead will become Apple’s general counsel on March 1, 2026, following a transition of duties from Kate Adams, who has served as Apple’s general counsel since 2017. She will join Apple as senior vice president in January, reporting to CEO Tim Cook and serving on Apple’s executive team.
Nebius Group (NBIS) is back in the spotlight as investors digest a packed AI backlog, anchored by multibillion dollar Microsoft and Meta contracts that have effectively sold out its current data center capacity. See our latest analysis for Nebius Group. After a sharp run earlier in the year, Nebius has recently pulled back, with a 30 day share price return of approximately negative 17.9 percent even as its year to date share price return sits around 224 percent and its one year total...
Docusign, Inc. (NASDAQ: DOCU) today announced results for its fiscal quarter ended October 31, 2025. Prepared remarks and the news release with the financial results will be accessible on Docusign's website at investor.docusign.com prior to its webcast.
Argent Capital Management Portfolio Manager Jed Ellerbroek sits down with Josh Lipton in the Market Domination studio to lay out why investors may be growing increasingly nervous about the buildout of AI infrastructure, especially in comparison to the amount of cloud buildout cycles and those demand figures. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Microsoft will be raising commercial pricing for Microsoft 365 suite subscriptions effective July 1.
Market Domination host Josh Lipton and Yahoo Finance senior reporter Allie Canal track several of the day's top trending stock tickers, including Apple (AAPL) as BTIG analysts believe the iPhone maker's stock is due for a drop, reports that PepsiCo (PEP) is nearing a settlement agreement with activist investor Elliott Management, and Brown-Forman Corporation (BF-B, BF-A) warning of a challenging landscape to come in 2026. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
A K economy features two large groups, one rising, the other falling. One reason for that development is a small number of tech behemoths hungrily eyeing one another’s addressable markets.
Anthropic recently signed a multibillion-dollar deal with Nvidia and Microsoft.
Microsoft will increase prices for its Microsoft 365 productivity suites globally starting July 2026 for commercial and government clients, the company said on Thursday. The move comes as Microsoft's suite, which includes Word, Excel and PowerPoint, faces growing competition from Google's products. The price hike will affect businesses and public sector agencies, with small business and frontline worker plans seeing the sharpest increases.
Shares of Microsoft have eased off their highs in recent sessions as investors balance strong underlying demand with rising questions about AI spending, governance, and the pace of enterprise adoption. The tone has shifted from smooth upside to a ...
We came across a bullish thesis on Chubb Limited on Value investing subreddit by Chicagoroomie312. In this article, we will summarize the bulls’ thesis on CB. Chubb Limited’s share was trading at $294.50 as of December 2nd. CB’s trailing and forward P/E were 12.28 and 11.03 respectively according to Yahoo Finance. Chubb Limited provides insurance and reinsurance products […]
A last-minute win on Capitol Hill could keep Nvidia's AI chip empire roaring--while China hawks scramble for Plan B.
Alphabet could become the world's valuable company by the end of 2026.


