On Dec. 30, 2025, Boeing led industrials as major U.S. indexes drifted in quiet, year-end trading near record territory.S&P 500 (^GSPC 0.14%) slipped 0.13% to 6,896.45, Nasdaq Composite (^IXIC 0.24%) fell 0.24% to 23,419.08, and Dow Jones Industrial Average (^DJI 0.20%) eased 0.20% to 48,367.05 in quiet, year-end trading near record territory.Market moversIndustrial bellwether Boeing (BA +0.57%) gained around 0.6% as industrials outperformed, while healthcare insurer Molina Healthcare (MOH +2.47%) jumped ro ...

Core Insights - Nvidia and TSMC are dominant players in the AI value chain, with Nvidia focusing on GPU design and TSMC on chip fabrication and packaging [1][2] Nvidia - Nvidia has visibility into nearly $500 billion in combined revenue from its Blackwell and Rubin platforms from 2025 to 2026, with $150 billion already shipped [4] - The company's networking business is generating multibillion-dollar revenues through products like NVLink, InfiniBand, and Spectrum-X, which are essential for AI deployments [4] - Production of Nvidia's next-generation Vera Rubin platform is on schedule to ramp up in the second half of 2026, supporting various AI workloads [5] - Nvidia's current market cap is $4.6 trillion, with a gross margin of 70.05% and a dividend yield of 0.02% [7] Taiwan Semiconductor Manufacturing (TSMC) - TSMC earns a significant portion of its revenue from producing advanced chips (7-nanometer and below) for high-performance computing [8] - The company is advancing its 2-nanometer process node toward volume production, with plans to produce chips using the N2P variant in 2026 [8] - TSMC is also developing the A16 process node, with volume production scheduled for the second half of 2026 [9] - TSMC plans to increase its monthly Chip on Wafer on Substrate (CoWoS) advanced packaging capacity from 75,000-80,000 wafers to 120,000-130,000 wafers by the end of 2026 [11] - TSMC's current market cap is $1.6 trillion, with a gross margin of 57.75% and a dividend yield of 1.02% [10] Investment Outlook - Nvidia is considered better suited for long-term investors focused on upside potential, while TSMC may appeal to those seeking a more resilient stock [12]

Lucid consistently increased its deliveries over the past year and a half, and there should be room to run -- but here's why it still might fall short.If you bought $10,000 of Tesla stock the day it went public, you'd have roughly $2.9 million right now. That's in a different world compared to the same investment in the broader S&P 500 that would be worth only about $66,000. While Tesla is one of a kind, it's that opportunity and those potential returns that have investors intrigued by other start-up electr ...

Amentum stock, which was listed in late 2024, has some massive tailwinds behind it. What happenedAccording to a filing with the Securities and Exchange Commission dated Nov. 14, 2025, SEGRA Capital Management, LLC established a new stake in Amentum (AMTM +0.14%), acquiring 417,025 shares. The estimated value of the position was $9.99 million at the end of the third quarter. What else to knowThis is a new position, representing 11.55% of SEGRA Capital Management, LLC’s 13F assets under management.The filing ...

Core Viewpoint - The shortage of consumer memory is significantly hindering the advancement of consumer technology [1] Group 1: Company Updates - Recent updates affecting Micron Technology (MU) and other AI stocks were discussed [1] Group 2: Market Context - The video highlights the impact of memory shortages on the broader consumer technology landscape [1]

Company Overview - Flywire Corporation operates as a technology-driven payment enablement and software provider, focusing on complex payment flows for both international and domestic clients [5] - The company utilizes a proprietary platform to streamline payments and collections across various industries and geographies, offering a competitive edge through its integrated network and vertical expertise [5] - Flywire serves primary customer segments including education, healthcare, travel, and business-to-business organizations, with headquarters in Boston, Massachusetts, and operations in the United States, Canada, the United Kingdom, and internationally [8] Financial Performance - As of September 30, 2025, Flywire reported a revenue of $583.03 million and a net income of -$2.44 million [3] - The company's shares were priced at $13.84 as of November 13, 2025, reflecting a 36.01% decline over the past year, underperforming the S&P 500 by 51.43 percentage points [7] - Flywire's market capitalization is approximately $1.8 billion, with a gross margin of 58.28% [10] Investment Activity - Mangrove Partners IM, LLC established a new equity stake in Flywire by purchasing 2,901,693 shares during the third quarter of 2025, valued at approximately $39.29 million [2] - This new position represents 2.91% of Mangrove Partners' 13F reportable assets under management as of September 30, 2025, making Flywire the 11th largest position in the fund [3][9] - Flywire was the largest purchase made by Mangrove Partners in Q3 2025, indicating a strategic investment decision despite the fund's larger positions being heavily geared toward industrial stocks [9] Market Position and Outlook - Flywire appears to have identified a niche within the fintech industry, with its global payments platform potentially offering specialized services akin to platforms like Toast or Shift4 [11] - The forward P/E ratio of 18 suggests that Flywire's stock may be undervalued, despite a high trailing P/E ratio of 328 [10]

Core Insights - FTAI Aviation is launching a new turbine to meet the power demands of the growing AI industry, with shares increasing by 13.22% [1][3] - The new platform, FTAI Power, aims to convert CFM56 engines into power turbines, providing flexible and cost-efficient energy solutions for global data centers [3][4] Company Developments - FTAI plans to remanufacture the CFM56 core turbine and integrate it with aeroderivative components for a fully integrated power solution, projecting an annual production capacity of over 100 units [4] - Production of the new power turbine is expected to begin in 2026, addressing the urgent power needs of AI hyperscalers [5] Market Performance - As of the latest trading session, FTAI shares are priced at $22.85, with a market cap of $18 billion and a gross margin of 31.40% [3][4] - The stock has shown a 52-week range of $75.06 to $199.88, indicating significant volatility [4]

Both funds focus on dividend consistency, but their index construction leads to distinct outcomes as market leadership shifts.Vanguard Dividend Appreciation ETF (VIG) stands out for its ultra-low costs, broader sector mix, and higher recent returns, while ProShares - S&P 500 Dividend Aristocrats ETF (NOBL) focuses on equal-weighted blue-chip dividend growers with a defensive tilt.Both funds target companies with robust dividend track records, but VIG and NOBL take different routes: VIG casts a wider net wit ...

The cost of Wegovy is about to decrease significantly in a populous overseas market.Since pharmaceutical companies rely on the revenue generated from approved medicines, price cuts can put pressure on their fundamentals. That was the dynamic behind Novo Nordisk's (NVO 0.35%) fall on the stock market Monday; news that its Wegovy would cost less in a major market drove the company's shares down by nearly 2%. Chop, chopNovo Nordisk stated only that it was reducing the prices of its highly popular drug in China ...

The courier services giant needs to overcome some tough near-term challenges.UPS (UPS +0.28%), one of the world's largest shipping companies, went public in November 1999 at $50 per share. It was valued at $60.2 billion, making it the largest U.S. IPO of the 20th century.UPS joined the S&P 500 in 2002, and its stock reached a record high of 192.88 in February 2022. A $10,000 investment in its IPO would have grown to $38,576. That stable growth, along with its consistent dividend hikes, made it a reliable bl ...