Microsoft Looks Like a “Table Pounder” After Dipping on AI Worries
247Wallst· 2025-12-18 14:10
If you've been waiting for an opportunity to pick up shares of Microsoft (NASDAQ:MSFT) on the cheap amid broad AI and tech jitters, here's your chance. ...
AV Delivers JLTV-Mounted LOCUST Laser Weapon Systems to U.S. Army
Businesswire· 2025-12-18 14:10
ARLINGTON, Va.--(BUSINESS WIRE)--AeroVironment, Inc. ("AV†) (NASDAQ: AVAV), a leading provider of counter-unmanned aircraft system (C-UAS) technologies, today announced the successful delivery of two Joint Light Tactical Vehicle (JLTV)-mounted mobile C-UAS Laser Weapon Systems (LWS) to the U.S. Army as part of the second increment of the Army Multi-Purpose High Energy Laser (AMP-HEL) prototyping effort. These systems were delivered to the Army's Rapid Capabilities and Critical Technologies Office (RCCTO), ...
Ruanyun Edai Technology Inc. Establishes $100 Million Equity Purchase Facility with ARC Group International to Enhance Financial Flexibility
Globenewswire· 2025-12-18 14:10
Nanchang, China, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Ruanyun Edai Technology Inc. (“Ruanyun” or the “Company”) (Nasdaq: RYET), an education-focused artificial intelligence company delivering AI-enabled learning, assessment, and digital education solutions globally, today announced that it has entered into a $100 million equity purchase facility with ARC Group International Ltd. (“ARC”), a global investment bank. Under the terms of the agreement, the Company has the right, but not the obligation, to sell ordin ...
Oracle: Froth Out, I'm In (Rating Upgrade) (NYSE:ORCL)
Seeking Alpha· 2025-12-18 14:09
Back in September, I termed Oracle 's ( ORCL ) breathtaking pop into the $300s an "overshoot" while issuing a "Hold/Neutral/Avoid" rating on the technology giant, citing two significant risk factors associated with its aggressive push to become the 4th cloud hyperscaler and ORCL's stock overvaluation:"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently ...
Wegovy Maker Novo Nordisk Files For FDA Approval of Obesity Drug CagriSema
WSJ· 2025-12-18 14:09
Core Viewpoint - Novo Nordisk has filed for U.S. FDA approval of CagriSema, a once-weekly injection designed to treat obesity by combining two compounds [1] Company Summary - CagriSema represents a new treatment option in the obesity market, potentially expanding Novo Nordisk's portfolio in this growing sector [1] Industry Summary - The obesity treatment market is experiencing significant growth, and the introduction of CagriSema could enhance competition among pharmaceutical companies [1]
Oracle: Froth Out, I'm In (Rating Upgrade)
Seeking Alpha· 2025-12-18 14:09
Core Viewpoint - Oracle's stock surge into the $300s is viewed as an "overshoot," leading to a "Hold/Neutral/Avoid" rating due to concerns over stock overvaluation and risks associated with its aggressive cloud expansion strategy [1] Group 1: Company Analysis - Oracle is aggressively pursuing its goal to become the fourth major cloud hyperscaler, which presents significant risk factors [1] - The current market environment is described as an asset bubble, which could impact Oracle's stock performance [1] Group 2: Investment Strategy - The Quantamental Investor (TQI) aims to simplify investing and provide tools for risk management, including model portfolios and proprietary software [1] - TQI publishes premium equity research reports and offers insights through various platforms, including a free newsletter and social media [1]
Woods: Hesitant on MU Rally, CPI Positive Catalyst & 2026 to See "Tempered" Bull Run
Youtube· 2025-12-18 14:09
Join me now take a look back [music] at 2025 and look ahead into 2026. It's Jay Woods, chief global strategist [music] at Freedom Capital Markets, who's got his eye on the ball on what's set to move markets today, the rest of the year, and into next year. So today, let's start out with a look at Micron because I know you were across this one.Um, and I saw what your thought was. A little squeamish given the uh run it's had this year. It delivered a big earnings beat.Oh my gosh. Yeah. >> Uh the stock was alre ...
Did Micron's Blowout Quarter Just Smash AI Bubble Worries?
247Wallst· 2025-12-18 14:08
Across all aspects of Micron's business — DRAM, NAND, high-bandwidth memory (HBM), and data centers — the company saw unprecedented growth. Revenue, operating cash flows, and margins of all business units expanded, driven by strong demand for HBM and other products used in AI applications. Micron also significantly raised its outlook far above consensus expectations. Despite ongoing concerns about an AI bubble, these results demonstrate robust underlying demand, indicating the AI boom remains firmly intact. ...
Deutsche Bank survey reveals what troubles investors most in 2026 – and what doesn't
MarketWatch· 2025-12-18 14:08
Core Insights - Recent market-shaking events are not prioritized by investors for 2026 [1] Group 1 - Investors are currently focused on different priorities for 2026, despite recent market disruptions [1]
Income Investors Skip VOO's 1.09% Yield And Choose NOBL's 68 Dividend Aristocrats Paying Twice As Much
247Wallst· 2025-12-18 14:07
While Vanguard 500 Index Fund ETF Shares (NASDAQ:VOO) dominates the most popular ETF rankings with $1.5 trillion in assets and an industry leading 0.03% expense ratio, income investors should consider ProShares S&P 500Dividend Aristocrats ETF (NYSEARCA:NOBL) for superior cash flow. ...