Billionaire Stanley Druckenmiller Pours $101,000,000 Into Stock Recommended by Bank of America, Citi, Morgan Stanley and Barclays
The Daily Hodl· 2025-12-25 21:00
Billionaire Stanley Druckenmiller is pouring millions of dollars into a growth stock listed as a “buy” by some of America’s biggest banks and investment firms.A new 13F filing from Druckenmiller’s Duquesne Family Office reveals the firm bought 4,619 shares of MercadoLibre (MELI) in Q3 2025. The purchase amounts to about $11.09 million and continues a buying spree that began in Q2 2024 amounting to about $101 million and 58,344 shares.MercadoLibre is Latin America’s leading e-commerce and fintech platform, t ...
Price Over Earnings Overview: AGNC Investment - AGNC Investment (NASDAQ:AGNC)
Benzinga· 2025-12-25 21:00
In the current session, the stock is trading at $10.88, after a 1.12% spike. Over the past month, AGNC Investment Inc. (NASDAQ:AGNC) stock increased by 3.34%, and in the past year, by 16.18%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.AGNC Investment P/E Compared to CompetitorsThe P/E ratio is used by long-term shareholders to assess the company's market performance against aggr ...
Will Rigetti Computing Make a Comeback in 2026?
The Motley Fool· 2025-12-25 21:00
Core Viewpoint - Rigetti Computing has experienced significant volatility in 2025, with a notable decline of around 60% from its October high, despite being up approximately 50% year-to-date [1][2]. Company Performance - Rigetti Computing's stock price is currently at $24.50, with a market capitalization of $8.1 billion [6]. - The stock has a 52-week range of $5.95 to $58.15, indicating substantial fluctuations in value [6]. - The company has a gross margin of -6849.48%, highlighting financial challenges [6]. Industry Context - The quantum computing industry is still in its early stages, with significant potential for growth, projected to exceed $100 billion by 2035 according to McKinsey & Company [7]. - The market is crowded with various players, including private companies and established tech giants like Alphabet and Microsoft [4]. Funding and Contracts - Rigetti relies heavily on external funding and must secure research contracts to maintain operations, as it lacks a legacy business to support its financial needs [8]. - A critical contract opportunity is with DARPA, which Rigetti did not advance in, unlike competitors such as IonQ and IBM [9][10]. Future Outlook - The potential for Rigetti's stock to rebound in 2026 is contingent on the broader market's risk appetite and the company's ability to secure significant contracts [12]. - Investors are advised to focus on the best-performing quantum computing startups, as the complexities of the industry make it challenging to identify winners without expert guidance [11].
Why a $3.6 Million Bet on Louisiana-Pacific Looks Timed for a Housing Reset
The Motley Fool· 2025-12-25 20:50
Company Overview - Louisiana-Pacific Corporation is a leading manufacturer of engineered wood products, serving new home construction, repair, and remodeling markets [6] - The company generates revenue primarily through the production and sale of value-added wood-based building materials to various markets, including construction and outdoor structures [8] Financial Performance - For the trailing twelve months (TTM), Louisiana-Pacific reported revenue of $2.82 billion and a net income of $216 million [4] - The company's dividend yield stands at 1.4% [4] - In the third quarter, siding revenue increased by 5% year over year to $443 million, driven by pricing, while oriented strand board (OSB) revenue fell sharply due to declining commodity prices [10] - Adjusted EBITDA dropped to $82 million from $153 million a year earlier, but management reaffirmed full-year siding EBITDA guidance of approximately $430 million with margins near 26% [10] Recent Developments - Elwood Capital Partners initiated a new position in Louisiana-Pacific Corporation by acquiring 40,000 shares valued at approximately $3.55 million, bringing the fund's total reportable U.S. equity positions to 19 [2][3] - This new position represents 2.17% of the fund's 13F assets under management (AUM) as of September 30 [3] - As of the latest report, LPX shares were priced at $82.55, down 21% over the past year, underperforming the S&P 500, which is up about 15% in the same period [3] Market Position and Strategy - The balance sheet remains strong with $1.1 billion in liquidity and positive operating cash flow of $89 million in the quarter, despite $84 million in capital spending [11] - The company is shifting towards value-added products, which may provide a more stable earnings base compared to the volatility in OSB prices [11]
Is Bitcoin a Buy, Sell, or Hold in 2026?
Yahoo Finance· 2025-12-25 20:47
Eleven other companies have converted at least $1 billion of cash into Bitcoin on their balance sheets, according to BitcoinTreasuries.net. The list includes Bitcoin miners like MARA Holdings and Riot Platforms , but also Elon Musk's Tesla and the Trump Media & Technology Group .Crypto isn't just for enthusiasts anymore. Deep-pocketed investors are building large Bitcoin positions, led by Strategy (formerly known as MicroStrategy) and its 671,268 coins. At today's prices, that's a $58.9 billion Bitcoin port ...
Crypto Makes Christmas Wish Lists As Inflation Forces Americans To Rethink Holiday Spending
Benzinga· 2025-12-25 20:46
In the face of rising inflation, American consumers are increasingly interested in receiving cryptocurrency as Christmas gifts, according to a recent survey conducted by Visa Inc. What Happened: The report highlighted the shift in consumer behavior in the wake of escalating living costs. Despite inflation eating into disposable income, the desire for digital assets as gifts is on the rise.Although inflation has somewhat receded from its post-pandemic peak, the cost of essentials such as housing, food, insur ...
Is the Commonwealth Bank (ASX:CBA) share price a buy for 2026?
Rask Media· 2025-12-25 20:45
The Commonwealth Bank of Australia (ASX: CBA) share price has seen plenty of ups and downs over the last 12 months. It’s now time to consider if the ASX bank share is a good buy or not.What makes the ASX bank share appealing?The biggest bank in Australia is one of the highest-quality banks in the world. It’s an impressive operation with its national branch network, its ability to reach customers, and its consistent dividend.While it’s usually priced more expensively than ASX bank share peers, history has sh ...
Why One Fund Bought Wix Stock Despite a 53% Drop Over the Past Year
The Motley Fool· 2025-12-25 20:36
Core Insights - Wix.com Ltd. is experiencing strong business fundamentals despite a significant decline in stock price, with cash flow and growth metrics indicating a healthy operational performance [1][11][12] Company Overview - Wix.com Ltd. is a leading provider of cloud-based website development and business management solutions, serving hundreds of millions of registered users globally [6] - The company operates on a scalable, subscription-driven business model, offering a comprehensive suite of tools for users to build and manage their online presence [6] Financial Performance - In the third quarter, Wix reported a revenue increase of 14% year-over-year, reaching $505 million, with bookings growing at the same rate [11] - Free cash flow for the quarter was $127 million, approximately 25% of revenue, and could have exceeded $159 million excluding certain costs [11] - Annual Recurring Revenue (ARR) from Creative Subscriptions rose to $1.46 billion, while Business Solutions revenue increased by 18% [11] Investment Activity - Elwood Capital Partners increased its stake in Wix by acquiring 17,710 shares, bringing its total holding to 40,033 shares valued at $7.11 million as of September 30 [2][3] - The new position represents 4.34% of Elwood Capital's assets under management [3] Market Context - As of the latest data, Wix shares were priced at $105.43, reflecting a 53% decline over the past year, significantly underperforming the S&P 500, which rose by 15% during the same period [3] - The stock has decreased approximately 70% from its 2021 highs, indicating a disconnect between market sentiment and the company's underlying fundamentals [12] Future Outlook - Management anticipates that the AI-driven product Base44 will generate at least $50 million in ARR by year-end, with potential growth towards $100 million due to strong early adoption [11]
ALPHAMIN REPORTS FATALITY AT MPAMA SOUTH UNDERGROUND MINE
Globenewswire· 2025-12-25 20:34
Core Points - Alphamin Resources Corp. reported a tragic incident involving a fatal injury to an employee at its Mpama South underground mine in the Democratic Republic of the Congo [1][2] - The incident occurred on December 24 during the connection of blasting wires, leading to an unexpected detonation [2] - The company emphasizes the safety and wellbeing of its employees as a top priority and expresses condolences to the affected family and colleagues [2] Investigation and Response - Relevant authorities have been notified, and Alphamin Bisie Mining S.A. will conduct a thorough investigation to determine the cause of the incident [3] - Mining activities were temporarily suspended but have since resumed following a visit from local authorities [3]
Baidu Valuation Lags as Investors Wait for AI Cloud to Offset Ad Decline
Investing· 2025-12-25 20:03
Market Analysis by covering: Baidu Inc. Read 's Market Analysis on Investing.com ...