Baliga said defence has remained a policy priority for the government, as reflected in sustained order inflows. “Orders are not the issue. The challenge over the last one-and-a-half to two years has been capacity bottlenecks, which led to execution delays at companies such as PSU banks preferred over private lendersWithin financials, Baliga said he currently prefers public sector banks (PSU banks) over private sector peers. “Private banks have underperformed over the last few months, while PSU banks have d ...

Core Insights - The article emphasizes that ETFs linked to an underlying index are considered the best fit for investors seeking a balance between risk and return [1] - A hybrid investment strategy combining classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds [1] Investment Strategy - The investment approach focuses on high-quality dividend stocks and assets that provide long-term growth potential, which is essential for generating income [1] - The strategy aims to create a balance between growth and income, allowing investors to capture total returns on par with the S&P 500 [1]

Nifty Bank index began today with a minor gap-up at 59,073 versus yesterday’s close of 59,035. But it slipped after opening and is now at 58,940, down nearly 0.2 per cent.Even as the index is down so far, the advance/decline ratio stands at 8/4, showing some positive bias. Canara Bank (up 2.1 per cent) is the top gainer followed by State Bank of India (up 1.5 per cent).At the other end, ICICI Bank (down 1.4 per cent) is the top loser followed by IndusInd Bank (down 0.9 per cent).Nifty PSU Bank has appreciat ...

Core Insights - The article emphasizes the importance of identifying undervalued stocks that are mispriced by the market, particularly as the year ends [1]. Group 1: Company Overview - Stone Fox Capital is an RIA based in Oklahoma, led by Mark Holder, a CPA with extensive experience in investing and portfolio management [2]. - Mark Holder has 30 years of investing experience, including 15 years as a portfolio manager, and leads the investing group Out Fox The Street [2]. Group 2: Services Offered - The investing group provides stock picks and in-depth research aimed at uncovering potential multibaggers while managing portfolio risk through diversification [2]. - Features of the service include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and community chat access for direct interaction with Mark [2].

Core Argument - Broadcom Inc. (AVGO) is assigned a Buy rating based on its dual-engine business model, which includes the commercialization of XPUs and the VMware backlog [1] Business Model - The first engine of Broadcom's business model is the accelerating commercialization of XPUs, indicating a strong growth potential in this area [1] - The second engine is the VMware backlog, which suggests a robust pipeline of future revenue opportunities [1]

Core Argument - Broadcom Inc. (AVGO) is assigned a Buy rating based on its dual-engine business model, which includes the commercialization of XPUs and the VMware backlog [1] Business Model - The first engine of Broadcom's business model is the accelerating commercialization of XPUs, indicating a strong growth potential in this area [1] - The second engine is the VMware backlog, which suggests a robust pipeline of future revenue opportunities [1]

Core Viewpoint - A securities class action lawsuit has been filed against Sprouts Farmers Market, Inc. for allegedly misleading investors regarding its growth and stability during a challenging macroeconomic environment [1][2]. Allegations Against Defendants - The lawsuit claims that Sprouts made false or misleading statements about its business performance, including: - Overstating growth and stability despite macroeconomic challenges [2]. - Misrepresenting the resilience of its consumer base, which reportedly reduced spending [2]. - Failing to deliver on growth projections that were deemed overly optimistic [2]. - Overall, the positive statements made by the company lacked a reasonable basis and were materially false [2]. Lead Plaintiff Process - Investors in Sprouts have until January 26, 2026, to apply to be appointed as lead plaintiffs, representing the class in the lawsuit [3]. - The lead plaintiff will direct the litigation and select counsel to represent the class, but participation as a lead plaintiff does not affect the ability to share in any recovery [3]. Law Firm Background - Kessler Topaz Meltzer & Check, LLP is a prominent law firm specializing in securities-fraud class actions and has a history of significant recoveries in securities litigation [4]. - The firm represents both individual and institutional investors and has received numerous accolades for its work in this field [4].

Core Insights - The strategic alliance between Rakuten and Uber aims to enhance user experience by integrating Rakuten ID into Uber's services, creating new value through Rakuten Points, a significant loyalty program in Japan [1][8]. Strategic Partnership and Loyalty Program Integration - Uber Japan and Uber Eats Japan will implement Rakuten Payment's shared point service, allowing users to earn one Rakuten Point for every 200 yen spent on these platforms [2]. - Users can combine Rakuten Point Online with Rakuten Pay to earn up to 2% back in Rakuten Points, increasing the benefits of using Uber's services amid rising living costs [3]. Subscription Benefits and Personalized Experience - By subscribing to Uber One for 498 yen monthly, users can earn Uber One Credits equivalent to 10% of the fare amount, enhancing savings [4]. - The partnership enables Uber to utilize Rakuten's extensive data assets for personalized recommendations and promotions [4]. Special Campaigns and Future Plans - A campaign titled "Earn up to 1,000 Points by Linking Your Rakuten ID with Uber" will run until December 22, 2025, incentivizing users to link their accounts and spend on Uber services [5]. - The first 500,000 users who link their Rakuten ID and spend at least 1,500 yen on Uber Eats will earn 300 Rakuten Points, with additional points available for Uber rides [6]. Additional Benefits for Specific Users - Rakuten Mobile subscribers linking their Rakuten ID will receive 20 times the standard Rakuten Points when using Uber or Uber Eats [7]. - Uber One members who link their Rakuten ID can purchase an annual plan at a 70% discount, further enhancing the value of the subscription [11].

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Core Insights - Nvidia's strong third-quarter fiscal 2026 earnings have led to a series of analyst upgrades, with a consensus target price of $256.95, representing a potential upside of over 45% from its closing share price on December 16 [1][3]. Demand Visibility - Nvidia has reported an unprecedented order visibility of $500 billion for its Blackwell and Rubin systems from early 2025 to the end of 2026, with approximately $150 billion already shipped [4][7]. - The company has entered partnerships that could further enhance its demand visibility beyond the $500 billion mark, including a collaboration with the Saudi Public Investment Fund's AI company, HUMAIN, to deploy 400,000 to 600,000 GPUs over three years [6][7]. Revenue Potential - Analysts suggest that Nvidia's revenue estimates may be conservative given the strong demand visibility [8]. - The U.S. government's approval for Nvidia to sell advanced H200 chips to China could significantly impact revenue, potentially adding $25 billion to $30 billion annually, as the Chinese market previously contributed 20% to 25% of Nvidia's data center sales [9]. Product Innovation - Nvidia's aggressive product cadence, with GPU architecture refreshes every 12 to 18 months, is accelerating the global silicon replacement cycle [10][11]. - The company plans to launch new GPU architectures, including Rubin in 2026 and Feynman by 2028, which are expected to drive further demand [10]. Supply Chain Management - Nvidia has secured purchase commitments worth $50.3 billion, including long-term contracts for critical components, which helps optimize costs and maintain strong margins [13]. - The company is projected to capture approximately 60% of the global demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging wafers by 2026 [12]. Software Ecosystem - Nvidia has developed a robust software ecosystem around its CUDA stack, which is crucial for building a loyal customer base, with over 5 million developers utilizing the platform [14]. Valuation Metrics - Despite strong growth prospects, Nvidia is trading at 23.1 times forward earnings and a price-to-earnings-to-growth ratio of 0.48, which are considered modest given its revenue visibility and product innovation [16]. - Revenue projections indicate growth from nearly $213 billion in fiscal 2026 to approximately $555.5 billion by fiscal 2031, suggesting significant long-term potential [17]. Market Opportunity - Nvidia anticipates the annual AI infrastructure opportunity to be worth $3 trillion to $4 trillion by 2030, with the potential to capture 20% to 25% of this market, leading to annual revenues between $600 billion and $1 trillion [18].