Kanzhun operates China’s largest online recruitment marketplace, and rising profits are attracting new institutional interest, with CoreView Capital's stake now valued at more than $220 million. What happenedAccording to a filing with the Securities and Exchange Commission dated November 13, 2025, CoreView Capital Management Ltd bought 298,584 additional shares of Kanzhun Limited (BZ 0.39%). The post-trade position totals 9,447,889 shares, valued at $220.70 million as of September 30, 2025. This action brou ...

Company Overview - Catalyst Pharmaceuticals is a U.S.-based biotechnology company focused on developing and commercializing therapies for rare neuromuscular and neurological diseases [6] - The company has a market capitalization of $2.86 billion, with a revenue of $578.20 million and a net income of $217.56 million for the trailing twelve months (TTM) [4] - Catalyst's stock has experienced a 1-year price change of 11.74% as of December 31, 2025 [4] Recent Transaction - Jeffrey Del Carmen, Chief Commercial Officer, exercised and sold 10,983 shares of common stock on November 26, 2025, for approximately $256,200 [1][2] - This transaction involved converting stock options into cash proceeds, significantly reducing Del Carmen's direct equity holdings by approximately 73.49%, leaving him with 3,962 shares post-transaction [7] - The transaction value was based on a weighted average purchase price of $23.33 per share [2] Financial Performance - Catalyst Pharmaceuticals reported strong third-quarter results with revenues of $148.4 million, reflecting a year-over-year increase of 17.4% [10] - The company raised its full-year 2025 revenue guidance, indicating consistent profitable growth [10] - At the time of the sale, Catalyst's stock was trading between $19.05 and $26.58, with analysts raising price targets to a consensus estimate of around $34 per share [11] Product Portfolio - Key products include Firdapse for Lambert-Eaton myasthenic syndrome (LEMS) and Ruzurgi for pediatric LEMS, with ongoing pipeline development targeting additional rare neuromuscular and neurological indications [8] - The company operates a commercial-stage biopharmaceutical model, generating revenue primarily from the sale of approved therapies for rare diseases in the United States [8]

Core Insights - The technology sector continues to be a strong investment theme, particularly with the rise of artificial intelligence (AI) as a driving force in the market as it approaches 2026 [1][2]. Company Summaries - **Nvidia**: Nvidia has established itself as a leader in accelerator GPU chips for AI data centers, boasting a market share of approximately 92%. The company's trailing-12-month sales have surged to $187 billion, marking a nearly 600% increase since early 2023. However, its high price-to-sales ratio of 25 suggests caution before investing [4][6]. - **Arm Holdings**: Arm Holdings has increased its market share from 44% in 2022 to 50% currently, generating significant revenue from royalties and fees for its chip designs. The company has potential growth opportunities in CPU-intensive industries, but its high price-to-earnings ratio of 64 may deter near-term investments [7][8]. - **Broadcom**: Broadcom excels in networking chips, which are crucial for AI data centers. The company also has a software unit contributing 30% to 40% of its revenue, providing stable income. Its stock is currently valued at 36 times its full-year earnings estimates, reflecting investor expectations for AI growth [9][11]. - **Apple**: Despite challenges in AI development, including delays in launching an updated Siri and workforce turnover, Apple remains a strong consumer brand. The stock is trading near its all-time high, priced at 34 times earnings, which may pose risks if the company fails to advance in AI [12][13]. - **Palantir Technologies**: Palantir has seen significant growth with its AIP platform for custom AI applications, resulting in a 2,800% stock surge since early 2023. However, the stock is now considered potentially overvalued, and investors may want to wait for a price correction before entering [14][16].

As a leading wholesale mortgage lender, UWM Holdings saw significant insider selling amid a challenging year for its share price.President and CEO Mat Ishbia executed the open-market sale of 1,629,785 shares of UWM Holdings Corporation (UWMC +0.46%) across multiple transactions, according to a recent SEC Form 4 filing. These shares were held indirectly via Ishbia's trust, SFS Corp.Transaction summaryMetricValueShares sold1,629,785Transaction value~$9.4 millionPost-transaction shares279,989Post-transaction v ...

Nvidia licenses Groq's inference chip technology to improve its AI solutions.In today's video, I discuss recent updates affecting Nvidia (NVDA 0.36%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of Dec. 26, 2025. The video was published on Dec. 26, 2025. ...

Decades ago, the mainstream media wondered how much longer Nike's party could last.When Nike (NKE +0.02%) went public on Dec. 2, 1980, the athletic footwear and sports apparel company was already white-hot. In 1972, its sales were less than $2 million, but over the next nine years, they surged by an average of 85% annually. Its net income grew even faster, averaging almost 100% per year, leading management to crow in its 1981 annual report that Nike had "raced ahead of its competitors and attained its premi ...

A new revenue source could drive further growth for the tech megacap.Few stocks have had as successful a 2025 as Alphabet (GOOG +0.11%) has. It rose by around 65% for the year, and a performance like that likely won't be repeated in 2026. The question is, can we expect Alphabet's next year to be good enough to warrant owning it over other tech stocks, or the market in general? Alphabet answered a lot of questions in 2025Entering 2025, Alphabet was an unloved stock. Three primary questions surrounded the com ...

Core Insights - Robinhood Markets has seen a stock price increase of 215% this year, although it has recently cooled off due to increased competition and a decline in cryptocurrency prices [1][3][13] - The company has evolved its platform by incorporating cryptocurrency trading, artificial intelligence, and prediction markets, which has contributed to its growth [3][10] Company Performance - Robinhood's stock reached an all-time high of $153.86 this year, marking its best performance in the stock market [2] - The current trading price is $115.45, which is 24% below its all-time highs [3] - The company reported third-quarter revenue of $1.28 billion, an 11% increase year-over-year, with a 129% rise in transaction-based revenue and a 100% increase in revenue from Robinhood Gold subscribers [6] Market Data - Robinhood has a market capitalization of $104 billion, with a gross margin of 89.78% [4] - The trading volume for equities was $201.5 billion in October, down 37% month-over-month, while options contracts decreased by 28% [7] - Cryptocurrency trading volume has significantly declined, reflecting a broader downturn in the crypto market [7] Future Prospects - Analysts expect Robinhood's revenue to rise by nearly $1 billion, reaching $5.43 billion, with price targets from analysts ranging from $145 to $172, indicating potential gains of at least 24% [15][16] - The company is expanding its asset tokenization program and prediction markets, which could drive future growth [9][10][11]

Core Viewpoint - The S&P 500's high valuation suggests a potential decline in the stock market by 2026, as indicated by historical performance trends following similar valuation levels [3][8][10]. Company Insights - Warren Buffett has been a net seller of stocks since Q4 2022, with net sales totaling $184 billion as of September 2025, despite Berkshire Hathaway having a record $382 billion in cash and short-term investments [6][7]. - Berkshire Hathaway's Class A shares have increased over 6,100,000% since Buffett took control, significantly outperforming the S&P 500's return of about 46,000% [2]. Market Valuation - The S&P 500's average cyclically adjusted price-to-earnings (CAPE) ratio reached 39.4 in December, marking the highest valuation since October 2000, and has only exceeded this level during 25 months in its 68-year history [8][9]. - Historical data indicates that following periods when the S&P 500's CAPE ratio was above 39, the index has declined by an average of 4% in the subsequent year and has never increased during the three years following such high valuations, with an average decline of 30% [10][11].

Core Insights - Palantir Technologies and Intel have shown significant returns in 2025, with Palantir shares increasing by 145% and Intel shares by 88%, but analysts predict substantial declines in 2026 [1] Palantir Technologies - Palantir specializes in analytics and AI software, recognized as a leader in AI platforms and decision intelligence software by Forrester Research and IDC [3] - RBC Capital has set a target price of $50 per share for Palantir, indicating a 72% downside from the current price of $180.84, while Jefferies has a target of $70 per share, implying a 61% downside [4] - Palantir's revenue growth has accelerated for nine consecutive quarters, with a gross margin of 80.81% [5] - The company currently trades at 115 times sales, significantly higher than the next closest S&P 500 stock at 44 times sales, suggesting that the premium is unsustainable [6] Intel - Intel is the largest supplier of CPUs but has fallen behind competitors like TSMC due to manufacturing delays and missteps [7] - The company has lost over 35% market share in both personal computers and data center servers over the past decade [8] - Morgan Stanley has set a bear-case target price of $19 per share for Intel, indicating a 50% downside from its current price of $37.30, while Wedbush has a target of $20 per share, implying a 47% downside [4] - Intel's foundry business has struggled to attract major customers, and sales have dropped 23% over the last three years despite rising demand for AI processors [11] - The stock trades at 2.7 times sales, above its three-year average of 2.2 times, but underlying issues remain unaddressed [12]