Group 1 - Deep-pocketed investors are adopting a bullish approach towards Ciena, indicating potential significant developments ahead [1] - Recent options activities for Ciena show 15 extraordinary trades, with 40% of investors leaning bullish and 33% bearish; notable trades include 3 puts totaling $226,376 and 12 calls amounting to $555,175 [2] - Major market movers are focusing on a price band between $125.0 and $450.0 for Ciena over the last three months [3] Group 2 - The average open interest for Ciena options is 82.08, with a total volume of 87.00; the last 30 days show significant call and put option activity within the $125.0 to $450.0 strike price corridor [4] - Ciena is a telecommunications equipment provider specializing in optical transport technologies, serving various industries including communication services, web-scale providers, and large enterprises [5] - Recent expert opinions indicate a consensus target price of $270.0 for Ciena, with differing ratings from analysts [7] Group 3 - Ciena's stock price is currently $291.0, reflecting a 2.01% increase; RSI indicators suggest the stock may be approaching overbought conditions [9] - Upcoming earnings are expected to be released in 20 days, with one analyst lowering the rating to Neutral and a new price target of $260, while another maintains a Buy rating with a target price of $280 [9]

Group 1 - Whales have adopted a bearish stance on Super Micro Computer, with 53% of trades being bearish and only 34% bullish [1] - A total of 26 trades were detected, comprising 12 puts amounting to $1,174,873 and 14 calls totaling $562,078 [1] - The expected price movement for Super Micro Computer is projected within a range of $20.0 to $60.0 over the past quarter [2] Group 2 - Analyzing volume and open interest is crucial for understanding liquidity and investor interest in Super Micro Computer's options [3] - The trading volume for Super Micro Computer stands at 10,197,432, with the stock price currently at $31.04, reflecting a 1.99% increase [6] - The average price target set by five professional analysts for Super Micro Computer is $44.4 [5]

Core Viewpoint - MP Materials Corp may benefit from a government-backed price floor for rare earths, providing a unique earnings setup with potential upside [1] Group 1: Price Floor and Earnings Protection - The Department of Defense agreement establishes a $110/kg price floor for NdPr starting October 1, providing a safety net in a volatile market [2] - If NdPr prices stay above this level, MP retains full upside potential until its 10X magnet facility reaches capacity later this decade, creating an asymmetric risk-reward scenario [3] Group 2: Production and Financial Outlook - Investors are focused on midstream NdPr production and the initial commercial magnet ramp expected in the second half of 2026, despite a potentially quiet near-term quarter [4] - EBITDA is projected to turn positive in the fourth quarter due to DoD top-off payments, with a long-term EBITDA floor estimated at $650 million once the 10X facility is fully operational [4] Group 3: Strategic Importance of Rare Earths - MP shares have rebounded this year alongside rising NdPr prices, although market volatility persists due to trade policies and retail participation [5] - The strategic nature of rare earth security is viewed as structural rather than cyclical, positioning MP as a key player in building a strategic franchise in the industry [5]

Core Viewpoint - MP Materials Corp may benefit from a government-backed price floor for rare earths, providing a unique earnings setup with potential upside [1] Group 1: Price Floor and Earnings Protection - The Department of Defense agreement establishes a $110/kg price floor for NdPr starting October 1, offering protection in a volatile market [2] - If NdPr prices stay above this level, MP retains full upside until its 10X magnet facility reaches capacity later this decade, creating an asymmetric risk-reward profile [3] Group 2: Production and Growth Outlook - Investors are focused on midstream NdPr production and the initial commercial magnet ramp expected in the second half of 2026, despite a potentially quiet near-term quarter [4] - EBITDA is projected to turn positive in Q4 due to DoD payments, with a long-term EBITDA floor estimated at $650 million once the 10X facility is fully operational [4] Group 3: Strategic Importance of Rare Earths - MP shares have rebounded this year as NdPr prices rise, although volatility persists due to trade policies and retail participation [5] - The strategic nature of rare earth security is viewed as structural rather than cyclical, positioning MP as a key player in building a strategic franchise [5]

Core Viewpoint - CleanSpark's stock is experiencing a surge primarily due to the rising price of Bitcoin, which directly impacts the company's revenue and profitability as a bitcoin miner [2]. Group 1: Financial Performance - CleanSpark reported fiscal first-quarter revenue of approximately $181 million, which fell short of Wall Street estimates of around $196 million, and recorded a loss of $1.35 per share, which was wider than expected [3]. - The company has a strong balance sheet, with over $450 million in cash and roughly $1 billion worth of bitcoin as of December 31, 2025, providing the company with the ability to expand capacity despite cryptocurrency price volatility [4]. Group 2: Stock Performance - CleanSpark's stock is currently trading 13.2% below its 20-day simple moving average (SMA) and 27.9% below its 100-day SMA, indicating a challenging short-term outlook despite recent gains [5]. - Over the past 12 months, CleanSpark shares have decreased by 5.62%, and they are closer to their 52-week lows than highs, suggesting ongoing pressure in the longer-term trend [5]. - The stock's Relative Strength Index (RSI) is at 38.38, indicating neutral territory, while the MACD is below its signal line, suggesting bearish pressure on the stock [6]. Group 3: Market Sentiment - CleanSpark currently holds a low Momentum score of 17.64 according to Benzinga Edge rankings, highlighting the weakness of the stock's trend even after the recent price increase [7]. - As of the latest publication, CleanSpark shares were up 8.81% at $10.14, with key resistance at $11.00 and key support at $9.00 [8].

Beat the Market With Our Free Pre-Market NewsletterEnter your email to get Benzinga's ultimate morning update: The PreMarket Activity NewsletterOracle reported strong results for the second quarter of fiscal 2026 (ending November 2025) in December of 2025, with total revenue reaching approximately 16.1 billion USD, up 14% year-over-year. Cloud revenue grew 34% to 8.0 billion USD, driven by Oracle Cloud Infrastructure (OCI) expanding 66% to 4.1 billion USD. GAAP earnings per share rose 91% to 2.10 USD, while ...

Core Insights - MetaVia Inc. has announced a strong global intellectual property portfolio for its lead asset, DA-1726, which is aimed at treating obesity and related metabolic disorders, securing 39 granted and pending patents that extend protection until 2041 [1][2] Company Performance - The company's CEO highlighted the significance of the intellectual property, emphasizing the unique design of DA-1726 as a dual GLP-1/glucagon agonist, with recent clinical data showing a 9% weight loss at the 48 mg dose and improvements in waist size and blood sugar levels [2] - MetaVia's stock is currently trading 21.8% below its 20-day simple moving average and 77.6% below its 200-day SMA, indicating significant bearish pressure, with shares down 90.85% over the past 12 months [3] - The stock's RSI is at 23.34, suggesting it may be undervalued and could rebound, while the MACD indicates potential bullish momentum despite the overall bearish trend [4] Sector Comparison - MetaVia is outperforming its sector with a gain of approximately 10.2%, while the Healthcare sector has only increased by 0.17%, reflecting a significant deviation from recent sector trends [5] - The Healthcare sector has seen a slight decline of 1.18% over the past 30 days but has gained 2.83% over the last 90 days, indicating mid-tier performance in the market [5] Analyst Consensus - The stock carries a Buy Rating, with recent analyst actions including HC Wainwright & Co. raising the target price to $40.00 [6] - At the time of publication, MetaVia shares were up 9.64% at $1.84, trading near its 52-week low of $1.61, with key resistance at $2.00 and support at $1.50 [6]

Core Viewpoint - The U.S. Supreme Court is set to rule on President Trump's tariff regime, with a low probability of a favorable outcome for the tariffs, which could lead to significant refunds and changes in trade policy [1]. Group 1: Legal Actions and Stakeholders - Costco Wholesale Corp. has initiated a lawsuit for a full refund of duties collected under the International Emergency Economic Powers Act (IEEPA) [2]. - Apple Inc. and Nike Inc., while not directly involved in the lawsuit, are significantly affected due to their reliance on Asian manufacturing [2]. Group 2: Financial Impact - U.S. households are projected to experience an average tax increase of $1,000 in 2025, escalating to $1,300 in 2026 due to the tariffs [3]. - The U.S. Customs and Border Protection (CBP) reported over $200 billion collected in tariffs from January 20 to December 15, 2025, with the Tax Foundation estimating a total customs revenue of $264 billion for 2025, resulting in a net gain of approximately $132 billion after accounting for economic drag [3]. Group 3: Future Projections - Tariffs are expected to generate $171.1 billion in 2026, representing 0.54% of GDP, marking the largest federal tax increase since 1993 [4]. Group 4: Next Steps and Market Reactions - The Supreme Court's oral arguments were heard on November 5, 2025, with a longer-than-usual wait for a decision [5]. - Treasury Secretary Scott Bessent indicated that if the administration loses, it could recreate the tariff structure using various legal authorities, and the ruling may result in a complex outcome regarding what is permissible [5]. - Following the announcement of tariffs in April 2025, the S&P 500 experienced significant declines, with the Nasdaq dropping 1,600 points, marking the worst sell-off since the COVID-19 pandemic began [5].

Core Viewpoint - TransUnion reported strong fourth-quarter earnings, exceeding analyst expectations in both earnings per share and sales figures [1][2]. Financial Performance - The company posted quarterly earnings of $1.07 per share, surpassing the analyst consensus estimate of $1.02 per share [1]. - Quarterly sales reached $1.171 billion, exceeding the analyst consensus estimate of $1.134 billion [1]. - For FY2026, TransUnion projects adjusted EPS between $4.63 and $4.71, compared to market estimates of $4.82 [1]. - The company anticipates sales of $4.946 billion to $4.981 billion, slightly above estimates of $4.927 billion [1]. Revenue Growth - TransUnion achieved a revenue growth of 13%, driven by strong performance in U.S. Markets [2]. - Financial Services segment grew by 19%, while Emerging Verticals accelerated to a 16% growth [2]. - The growth was broad-based, with credit, marketing, and fraud solutions each experiencing healthy double-digit growth [2]. Stock Performance - Following the earnings announcement, TransUnion shares increased by 4.6%, trading at $74.09 [2]. Analyst Ratings and Price Targets - Needham analyst Kyle Peterson maintained a Buy rating but lowered the price target from $115 to $95 [4]. - Wells Fargo analyst Jason Haas maintained an Overweight rating and reduced the price target from $100 to $90 [4]. - Stifel analyst Shlomo Rosenbaum also maintained a Buy rating, lowering the price target from $103 to $88 [4].

U.S. stocks traded higher midway through trading, with the Dow Jones index gaining around 250 points on Friday.The Dow traded up 0.50% to 49,701.48 while the NASDAQ rose 0.41% to 22,690.60. The S&P 500 also rose, gaining, 0.61% to 6,874.47.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsUtilities shares gained by 2% on Friday.In trading on Friday, financial stocks fell by 0.3%.Top HeadlinePrice pressures in the U.S. eased at the start of 2026, ...