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 ...

STAAR’s results show a story about timing, cash discipline, and what happens when reported growth finally lines up with underlying demand.Dallas-based Slotnik Capital initiated a new position in STAAR Surgical Company (STAA 0.94%) during the third quarter, acquiring 635,000 shares valued at approximately $17.06 million, according to a November 13 SEC filing.What HappenedAccording to a recent SEC filing dated November 13, Slotnik Capital disclosed a new investment in STAAR Surgical Company (STAA 0.94%). The ...

Current Alight stake is 0.11% of AUM, placing it outside the fund's top five holdings.Philosophy Capital Management LLC cut its stake in Alight,(ALIT +1.80%) reducing exposure by an estimated $23.34 million, according to a November 14, 2025 SEC filing.What happenedAccording to the filing, Philosophy Capital Management LLC sold 3,759,133 shares of Alight during the third quarter. The sale left the fund with 858,968 shares valued at $2.80 million as of September 30, 2025. With that sale and other transactions ...

Alphabet could experience another surge in 2026.Back in October, Nvidia became the first company with a market cap exceeding $5 trillion. Nvidia's stock has since pulled back from that lofty level, but one big rally might be all it takes to lift the AI chip giant back above that value in 2026. Not only that, a few other companies could join that exclusive club, too.For instance, as my fellow Motley Fool contributor Harsh Chauhan noted in an article on Dec. 20, Microsoft could conceivably hit that market cap ...

Core Insights - Archer Aviation made significant progress in 2025, transitioning from concept to execution in the eVTOL market, but it is still in the pre-commercial phase [2][4][16] Progress and Achievements - The company advanced flight testing of its Midnight aircraft, ramped up early-stage production, and progressed in the certification process with the FAA, indicating a shift from engineering theory to operational reality [4][5] - Archer raised over $2 billion in cash and cash equivalents by the end of Q3 2025, strengthening its balance sheet in a capital-intensive industry [8][10] - The company expanded its international focus, particularly in the Middle East, through its "Launch Edition" program, which included in-country testing and early commercial arrangements [11][12] Risks and Challenges - Archer still needs to obtain full FAA certification, scale manufacturing, and launch safe commercial operations, all of which carry execution risks [14][16] - Competition is intensifying, with rivals like Joby Aviation advancing in certification and potentially reaching commercialization sooner [15][16] Investor Considerations - Archer is categorized as a high-risk, high-upside investment, with the next 12-24 months being critical for proving its ability to transition from ambition to a functioning aviation business [17]

Industry Overview - The semiconductor industry is poised for further growth driven by the artificial intelligence (AI) boom, as top AI developers continue to launch more advanced models that require increased computing power and data center capacity [1] - Major suppliers of AI infrastructure, chips, and components, such as Nvidia, Advanced Micro Devices (AMD), and Micron Technology, have seen their shares surge by an average of 119% in 2025, significantly outperforming the S&P 500 index, which is up only 18% [2] Investment Opportunities - Investors lacking exposure to the AI semiconductor sector in 2025 likely underperformed the broader market [4] - The iShares Semiconductor ETF offers a straightforward way to invest in this rapidly growing industry, focusing on companies like Nvidia, AMD, and Micron, with the potential to turn an investment of $250,000 into $1 million over the next decade [5][11] ETF Composition - The iShares Semiconductor ETF exclusively invests in American companies involved in chip design, distribution, and manufacturing, particularly those benefiting from AI opportunities, with a portfolio of 30 stocks [7] - The ETF is heavily weighted towards its top three holdings: Nvidia (8.22%), AMD (7.62%), and Micron Technology (6.88%) [7] Company Insights - Nvidia's GPUs are considered the best for developing AI models, with its Blackwell Ultra lineup designed to support the latest reasoning models [7] - AMD is competing with Nvidia in the data center chip market, with plans to launch its MI400 GPUs, which could significantly enhance performance [8] - Micron Technology is a leading supplier of memory and storage chips, with its HBM3E solutions integrated into Nvidia and AMD's GPUs, and is already sold out of its 2026 supply of data center memory [9] Performance Projections - The iShares Semiconductor ETF is projected to end 2025 with a 43% return, with a historical compound annual return of 27.2% over the past decade [11] - If annual spending on AI data center infrastructure and chips reaches $4 trillion by 2030, the ETF could deliver compound annual returns exceeding 20% [13] - Even with a return moderation, the ETF could still help investors reach $1 million in 13 years with a long-term average return of 11.8% [15]

These two longtime crypto winners are must-adds for your portfolio in 2026.Heading into 2026, crypto investors have an important decision to make: Should they go with recent winners in the crypto market, or stick to high-quality names that have established track records dating back a decade or longer?Given the historic volatility of crypto, the better pick is to stick with the longtime winners that have shown the ability to weather the tough times. With that in mind, here are two cryptocurrencies that shoul ...