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'Stranger Things' Finale Could Boost Both Netflix, AMC Stocks: Here's How
Benzinga· 2025-12-30 16:56
 The final season of "Stranger Things" is breaking records for streaming giant Netflix Inc. (NASDAQ:NFLX) and could provide a boost to fourth-quarter financial results. The final episode could also boost movie theater stocks like AMC Entertainment Holdings (NYSE:AMC)  and Cinemark Holdings Inc (NYSE:CNK) , marking a rare win for both movie theaters and streaming.AMC Entertainment Hldgs shares are approaching critical lows. Why is AMC stock at lows?"Stranger Things" FinaleNetflix split the fifth and final se ...
AG Stock Soars 205% in a Year: What's Aiding Its Performance?
ZACKS· 2025-12-30 16:55
Core Insights - First Majestic Silver Corp. (AG) shares have increased by 205.1% over the past year, outperforming the industry average increase of 201.7% [1] Group 1: Company Developments - First Majestic has optimized its portfolio by selling the Del Toro Silver Mine to Sierra Madre Gold & Silver Ltd. for a total consideration of up to $60 million, which includes $20 million in cash and $10 million in shares [3][4] - The acquisition of Gatos Silver, completed in January 2025, grants First Majestic a 70% interest in the Cerro Los Gatos Silver underground mine, which is expected to significantly enhance production [4][5] - The combined production from Cerro Los Gatos, San Dimas, and Santa Elena mines is projected to reach 30-32 million ounces of silver equivalent annually, including 15-16 million ounces of silver [5][6] Group 2: Financial Performance - In Q3 2025, First Majestic achieved total production of 7.7 million silver-equivalent ounces, marking a 39% year-over-year increase, driven by a 96% surge in silver production [9] - The company reported a record quarterly free cash flow of $98.8 million, a 67.5% increase year-over-year, with liquidity reaching $682 million and working capital at $542.4 million [10] Group 3: Market Conditions - Silver prices have surged over 157% year-to-date, influenced by strong safe-haven demand, geopolitical tensions, and increasing trade conflicts, with current trading around $75 [11]
Cipher Mining's AI/HPC Expansion Takes Shape: Is the Shift Paying Off?
ZACKS· 2025-12-30 16:55
Core Insights - Cipher Mining (CIFR) is advancing its AI and high-performance computing (HPC) expansion through long-term contracts and a rapidly scaling pipeline, reshaping its growth profile [1] Group 1: AI/HPC Expansion - During Q3 2025, Cipher Mining executed two significant AI/HPC transactions, including a 10-year hosting agreement with Fluidstack and a 15-year lease with Amazon Web Services (AWS), securing approximately $8.5 billion in contracted lease payments, with revenues expected to start in 2026 [2][9] - The company has successfully grown its contracted AI hosting capacity from zero to 544 MW in a single quarter, while maintaining a development pipeline of 3.2 GW extending through 2029 and beyond [3][9] Group 2: Revenue Growth and Estimates - AI revenues are anticipated to ramp up primarily from 2026, with a Zacks Consensus Estimate projecting a 15.69% revenue growth for that year, indicating expectations for accelerating contributions from the expanding AI/HPC platform [4] - For the full year 2026, the Zacks Consensus Estimate for loss is pegged at 88 cents per share, remaining unchanged over the past 30 days [14] Group 3: Competitive Landscape - IREN Limited is a competitor with a GPU-centric strategy, building a large-scale GPU cloud platform supported by a $9.7 billion Microsoft contract, aiming for over $500 million in AI Cloud ARR by early fiscal 2026 [5] - TeraWulf is emerging as a competitor through a long-term joint venture with Fluidstack, targeting long-duration contracts valued at $9.5 billion over 25 years, although its capacity expansion is back-end loaded, likely not online before 2026 [6] Group 4: Share Price Performance - Cipher Mining shares have increased by 207.7% over the past six months, significantly outperforming the Zacks Technology Services industry's gain of 20.9%, while the broader Zacks Business Services sector declined by 7.8% [7]
Humphrey Yang: 6 Reasons Why Wealth Accelerates After $20,000
Yahoo Finance· 2025-12-30 16:55
Whether you’d like to become a multi-millionaire or build up a modest cushion for retirement, having $20,000 in your investment and bank accounts might not seem too impressive. After all, you might dwell on how you still have several years or decades before reaching your target number. However, money expert Humphrey Yang believes that reaching this money milestone gives you the flexibility to make better decisions and sets you on a path toward accelerated wealth. In a recent YouTube video, he discussed si ...
Meta snaps up AI startup Manus for $2B, drawing scrutiny over new acquisition's Chinese roots
New York Post· 2025-12-30 16:55
Core Insights - Meta Platforms has acquired the Singapore-based AI startup Manus for over $2 billion, enhancing its AI capabilities amid increasing scrutiny due to the startup's Chinese origins [1][4][12] Acquisition Details - Manus was generating more than $125 million in annual revenue and was valued at $500 million in its last funding round before the acquisition [2][11] - The acquisition was completed in approximately 10 days, indicating a rapid decision-making process by Meta to secure a fast-growing AI agent business [14] Strategic Implications - The acquisition allows Meta to bolster its product roadmap and revenue base, as Manus will continue to operate its subscription service as a standalone product while integrating its engineers into Meta's broader AI teams [13][14] - Meta is investing heavily in AI infrastructure, forecasting capital spending of $70 billion to $72 billion in 2025, with expectations to exceed $100 billion in 2026 [14] National Security Concerns - The acquisition has raised alarms in Washington due to Manus's Chinese roots, prompting scrutiny from U.S. lawmakers regarding investments in AI firms with ties to China [4][5] - Meta has taken steps to address these concerns by ensuring that all Chinese investors were bought out, discontinuing China-facing operations, and implementing safeguards to prevent access to sensitive data [6][11] Talent Acquisition - Meta has committed over $600 billion in U.S. investments by 2028 and is offering substantial compensation packages to attract elite AI talent from competitors like OpenAI, Google, and Apple [15]
India is set to overtake Japan — and, yes, California — and become the world’s fourth-largest economy
Yahoo Finance· 2025-12-30 16:55
The Indian market has been a huge outperformer among emerging markets in recent years, but 2025 has been altogether different. - Getty Images According to the Indian government’s own data, its economy has now achieved a gross domestic product of $4.18 trillion, narrowly surpassing that of Japan. It also now exceeds the U.S. state of California, which Gov. Gavin Newsom recently boasted was the world’s fourth-largest economy. While the World Bank and the IMF have yet to formally acknowledge the change in t ...
AMD: Let's Talk About This Pick In '26
Seeking Alpha· 2025-12-30 16:54
Group 1 - The article promotes a blended trading and investing approach to significantly grow wealth in 2026 [1] - A promotional offer allows members to lock in 50% savings compared to the regular price of $1,668, which ends this week [1] - A New Year deal is available for a one-month trial at $89, down from the regular price of $199 [1] Group 2 - The company emphasizes the potential for significant gains and encourages readers to take action to start winning [3]
Dutch Bros: A High-Growth Coffee Chain With Long-Term Upside Still Brewing
Seeking Alpha· 2025-12-30 16:54
Company Performance - Dutch Bros (BROS) has demonstrated significant growth since its IPO in late 2021, with revenue increasing approximately fivefold since 2020 [1] - The company is on track for impressive expansion, indicating strong operational performance and market demand [1] Analyst Background - The analyst has over 10 years of experience researching various companies across multiple sectors, including commodities and technology [1] - The analyst has researched over 1000 companies, providing a broad perspective on investment opportunities [1] - The focus has shifted to a value investing-oriented YouTube channel, showcasing extensive research on numerous companies [1]
Exiting CEO left each employee at his family-owned company a $443,000 gift—but they have to stay 5 more years to get all of it
Yahoo Finance· 2025-12-30 16:54
When Graham Walker agreed to sell Fibrebond Corp., the Louisiana manufacturing company his father founded, he made sure the deal would transform the lives of its 540 full-time employees as much as his own. As reported by the Wall Street Journal, the 46-year-old CEO carved out a roughly $240 million bonus pool from the $1.7 billion sale to power-management giant Eaton, an amount that works out to an average of $443,000 per worker. Walker insisted that 15% of the sale proceeds be reserved for employees, ev ...
Why Apple Might Attract More of an AI Multiple in 2026
247Wallst· 2025-12-30 16:53
Core Viewpoint - Apple shares are currently valued at approximately 33.0 times forward price-to-earnings (P/E) ratio, indicating a high valuation even after a nearly 5% dip in December [1] Summary by Category - **Company Valuation** - Apple shares are trading at around 33.0 times forward P/E, reflecting a premium valuation in the market [1] - **Market Movement** - There was a near-5% dip in Apple's share price in December, yet the valuation remains elevated [1]