Core Insights - A group of five growth stocks is highlighted as potential multibaggers for long-term investors, despite recent declines of 22% to 55% from their 52-week highs [1][2] Group 1: Rocket Lab USA - Rocket Lab USA has seen its sales increase nearly tenfold since its IPO in 2021, positioning it as the No. 3 player in the launch services industry [4][5] - The company is expected to launch its Neutron rocket in Q1 next year, which could enhance its competitive stance against larger peers like SpaceX [4] - The space industry is projected to grow from $630 billion in 2023 to $1.8 trillion by 2035, indicating significant growth potential for Rocket Lab, which has a current market cap of $28 billion [7] - Rocket Lab's gross margin stands at 28.93%, and shares are currently 20% below their high, making it an attractive investment opportunity [9] Group 2: Kinsale Capital - Kinsale Capital Group has delivered a 39% total return since its 2016 IPO, with a combined ratio of 77%, outperforming peers with an average of 92% [10][11] - The company focuses on small, hard-to-assess risks, which has allowed it to carve out a profitable niche, although its revenue growth slowed to 19% in the latest quarter due to increased pricing competition [12] - Kinsale's stock is down 24% due to this growth slowdown, presenting a potential buying opportunity [13] Group 3: MercadoLibre - MercadoLibre has transformed from $85 million in sales at its 2007 IPO to $26 billion today, making it a 70-bagger [14] - The company operates in a market where online buying penetration in Latin America is only half that of the U.S., indicating further growth potential [15] - MercadoLibre's logistics network supports its e-commerce and fintech operations, and the stock has dipped 23% from its July 2025 highs, making it a favorable buy [16] Group 4: SPS Commerce - SPS Commerce has delivered 18% annualized returns since 2010, with sales growing 26 times in value during that period [17] - The company has achieved 99 consecutive quarters of positive sales growth, although its growth rate has decelerated, leading to a 55% drop in stock price over the last year [18] Group 5: Dutch Bros - Dutch Bros has seen a 14% annual stock price increase since 2021 and aims to expand from 1,089 locations to 2,029 by 2029 [20] - The company plans to buy back shares using at least half of its free cash flow, marking a shift from previous reliance on issuing new shares [21][22] - Despite trading at 40 times cash from operations, the growth potential could make it a multibagger if expansion goals are met [23]

Core Viewpoint - Mary Ann Bartels, a respected investment strategist, forecasts significant growth for the S&P 500, predicting it could reach between 10,000 and 13,000 by 2030, representing a potential increase of 46% to 90% from its current levels [9][11]. Group 1: Forecasts and Predictions - Bartels has a strong track record, having accurately predicted market movements, including a nearly 25% gain in the S&P 500 driven by major tech stocks [5]. - Her recent prediction for a nearly 20% market surge in 2025 is also on track, with the S&P 500 already up more than 15% this year [6][7]. - The S&P 500 closed at 6,834.50 on December 19, 2025, providing a baseline for her future projections [10]. Group 2: Market Dynamics - Bartels emphasizes that while the S&P 500's growth trajectory is promising, the market will face challenges, predicting a "necessary correction" in 2026 after years of significant gains [12]. - Multiple Wall Street firms share optimistic views for the S&P 500, with targets ranging from 7,100 to 8,100 for the end of 2026, driven by strong earnings and AI advancements [14].

Core Viewpoint - Regulators have concluded a settlement that previously prevented investment bankers from influencing research analysts, potentially altering the dynamics of investment research and banking relationships [1] Group 1: Regulatory Changes - The settlement aimed to separate investment banking from research to ensure unbiased analysis [1] - Ending this settlement may lead to increased collaboration between investment bankers and researchers, which could impact the integrity of research outputs [1] Group 2: Implications for Investment Banking - Investment banks may now have more leverage in shaping research opinions, which could enhance their ability to promote certain investment products [1] - This change could lead to a shift in how research is conducted and perceived in the market, potentially affecting investor trust [1]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in relation to investments in cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and opinions, as well as materials from third parties for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for any financial actions, including investments or purchases [1]. - The content is not tailored to individual financial situations or needs, highlighting the necessity for users to exercise their own discretion [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and CFDs, which carry a high risk of losing money [1]. - Users are encouraged to conduct their own research and fully understand the workings and risks of any financial instruments before investing [1]. - The website may feature advertisements and promotional content, and FX Empire may receive compensation from third parties related to such content [1].

Core Insights - The Vanguard Information Technology ETF (VGT) provides broader sector exposure with over 300 tech-related holdings, while the iShares Semiconductor ETF (SOXX) focuses on 30 leading U.S. semiconductor stocks, appealing to different investment strategies [2][10] Cost & Size - SOXX has an expense ratio of 0.34% and AUM of $16.7 billion, while VGT has a lower expense ratio of 0.09% and AUM of $130.0 billion [3] - The one-year return for SOXX is 41.81%, compared to VGT's 16.10%, and SOXX offers a higher dividend yield of 0.55% versus VGT's 0.41% [3][4] Performance & Risk Comparison - SOXX has a max drawdown of -45.75% over five years, while VGT's max drawdown is -35.08% [5] - The growth of $1,000 over five years is $2,346 for SOXX and $2,154 for VGT, indicating stronger performance for SOXX despite its higher risk [5] Holdings Overview - VGT includes 322 stocks with top holdings in Nvidia, Apple, and Microsoft, reflecting long-term stability over its nearly 22-year history [6] - SOXX is concentrated on 30 companies, heavily weighted towards Broadcom, Advanced Micro Devices, and Nvidia, making it suitable for investors seeking precise exposure to U.S. chipmakers [7] Investment Implications - VGT's broader portfolio and lower expense ratio may appeal to cost-conscious investors, while SOXX's higher one-year return and dividend yield may attract income-driven investors [4][9] - Greater diversification in VGT results in less price volatility, with a lower beta compared to SOXX, which may provide an advantage in a declining market [11]

When a power outage hit San Francisco on Saturday, local drivers had to navigate more than just darkened roads and inactive stoplights. Footage shared on social media shows some Waymo robotaxis stalled in traffic, clogging roadways and causing disruptions. One video on X showed at least five Waymos crowding an intersection, forcing human drivers to maneuver around them.The power outage in San Francisco has caused Waymo’s self-driving cars to come to a halt, leading to traffic disruptions across the city. h ...

Core Viewpoint - Netflix is pursuing a significant acquisition of Warner Bros. Discovery's assets, indicating a strategic shift for the company in the streaming industry [1] Company Overview - Netflix has a history of pivoting into adjacent businesses and leading new media directions, showcasing its adaptability and innovation [2] - Originally a DVD rental service, Netflix transitioned to streaming in 2007 and launched its first original content in 2012, establishing itself as a major player in the media landscape by 2015 [4] Investment Performance - An investment of $500 in Netflix stock in late 2015 would have grown to $3,869 today, reflecting a 674% gain, significantly outperforming the S&P 500's total return of 301% over the same period [5] - As of the latest data, Netflix's market capitalization stands at $431 billion, with a current stock price of $94.33 [6] Market Position and Future Outlook - Despite its growth, it is unlikely that Netflix will replicate the same level of returns over the next decade, as it is no longer a small, emerging company [7] - Nevertheless, Netflix has consistently shown the ability to influence trends and evolve within the media industry, suggesting it could remain a valuable asset in a diversified investment portfolio [7]

Core Viewpoint - Meta Platforms, Inc. is currently viewed as a promising investment opportunity in the AI sector, with BofA Securities maintaining a "Buy" rating and a price target of $810.00, driven by key near-term catalysts despite recent market challenges [1]. Group 1: Market Performance - Meta has underperformed compared to the broader market and major peers, with a year-to-date increase of 11% in 2025, while the NASDAQ rose by 18% and Alphabet surged by 56% [3]. - Analysts have raised Meta's 2026 earnings estimates by 16% since the beginning of 2025, but the P/E multiple contracted in the second half of 2025 due to deteriorating AI sentiment and rising operating expenses [3][2]. Group 2: Investment Sentiment and Catalysts - Concerns regarding AI spending and increasing operating costs have made investors cautious about Meta's stock [2]. - The company's guidance on 2026 expenses and the anticipated launch of large language models (LLMs) in the first half of 2026 are seen as potential catalysts for positive market sentiment [3][4]. - Management's commentary on the costs associated with building LLMs versus licensing could improve investor sentiment, highlighting the long-term benefits of in-house LLM development [4]. Group 3: Strategic Focus - Meta is actively expanding its advertising capabilities and making significant investments in artificial intelligence and the metaverse, positioning itself for future growth [4].

Core Viewpoint - GE Vernova Inc. (NYSE:GEV) has been upgraded to "Buy" by Jefferies analyst Julien Dumoulin-Smith, with a price target increase from $736 to $815, driven by stronger gas pricing and long-term services margin visibility, which supports management's confidence in AI-driven power demand [1][2]. Group 1: Stock Performance and Market Sentiment - GEV's shares have declined approximately 15% since the December 9th Analyst Day, primarily due to broader macro concerns related to data centers and AI, which may overlook the resilience of GEV's contracted services business [2]. - The recent pullback in GEV's stock price is viewed as an opportunity to 'buy the dip', as long-term gas service contracts extend well into the 2030s, providing stability [3]. Group 2: Pricing and Margins - Gas turbine pricing has shown positive surprises, and the services segment offers visibility extending deeper into the 2030s, which is expected to offset any weaknesses in gas equipment [4]. - GEV's new gas long-term service agreements (LTSA) boast a unique margin of approximately 40%, contributing significantly to incremental EBITDA expansion projected from 2025 to 2035 [4].

Core Viewpoint - The lawsuit against CarMax, Inc. alleges that the company misled investors by presenting unsustainable growth as robust and failing to disclose significant risks in its loan portfolio [2][4]. Group 1: Allegations and Investigations - The lawsuit claims that CarMax's executives provided materially false and misleading information regarding the company's growth, which was characterized as a temporary "pull forward" of customer demand [2]. - The investigation by Hagens Berman focuses on whether CarMax prioritized short-term optics over transparency, particularly regarding a significant increase in the loan loss provision for the CarMax Auto Finance (CAF) portfolio [3]. Group 2: Financial Impact and Stock Performance - Following the Q2 2026 earnings report, CarMax's stock fell by 20%, with comparable unit sales down by 6.3%, due to misrepresentations about demand and the effects of tariffs [5]. - The departure of the CEO and weak Q3 guidance led to a 24% drop in stock price, highlighting undisclosed business weaknesses and lack of sustainable growth prospects [5]. - An increase of $142 million in the loan loss provision for the CAF portfolio was reported, indicating misrepresentation of the quality and risk associated with the loan portfolio [5]. Group 3: Legal Proceedings and Next Steps - The lawsuit specifically targets investors who purchased CarMax securities between June 20, 2025, and November 5, 2025, and highlights the dual stock crashes as a result of the alleged misrepresentations [5]. - Hagens Berman has a history of securing over $325 billion in settlements and is advising affected investors to discuss their rights [6].