Core Viewpoint - Rosen Law Firm is reminding investors who purchased Freeport-McMoRan Inc. securities between February 15, 2022, and September 24, 2025, about the upcoming lead plaintiff deadline for a securities class action lawsuit [1][2]. Group 1: Class Action Details - Investors who bought Freeport-McMoRan securities during the specified Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by January 12, 2026 [3]. - The lawsuit alleges that Freeport-McMoRan made false or misleading statements regarding safety at the Grasberg Block Cave mine in Indonesia, which posed significant risks to workers and investors [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in achieving significant settlements for investors [4]. - The firm has been recognized for its performance in securities class action settlements, including being ranked No. 1 by ISS Securities Class Action Services in 2017 and securing over $438 million for investors in 2019 [4].

Company Overview - Semtech Corporation is a leading provider of analog and mixed-signal semiconductor products, focusing on high-growth infrastructure and industrial applications [10] - The company generates revenue by designing, manufacturing, and selling integrated circuits and advanced algorithms to OEMs, suppliers, and distribution partners globally, serving various markets including enterprise computing, communications, industrial, and consumer electronics [9] - Semtech reported a revenue of $1 billion and a net income of $28.6 million for the trailing twelve months (TTM) [5] Recent Developments - Portolan Capital Management increased its stake in Semtech by acquiring 289,844 shares, raising its total position value to approximately $47.8 million, which represents 2.6% of the fund's reported U.S. equity assets as of September 30 [3][7] - The overall position value increased by $30.68 million from the previous quarter [7] Financial Performance - Semtech posted record revenue of $267 million for the latest quarter, reflecting a 13% year-over-year increase, with adjusted earnings per share (EPS) of $0.48, nearly double from a year ago [12] - The adjusted operating margin expanded to 20.6% from 18.3%, and free cash flow for the quarter reached $44.6 million [12] Market Position - As of the latest market close, Semtech shares were priced at $72.97, showing a 15% increase over the past year, slightly underperforming the S&P 500's gain of approximately 16.5% during the same period [4][5] - The company maintains a diversified international customer base and emphasizes innovation in signal integrity and power management, supporting mission-critical systems for global OEMs [10]

Core Insights - Investing in the stock market has historically been a strong method for wealth growth, especially when maintaining a diverse portfolio [1] - Stock market crashes are inevitable, but recoveries also occur, often leading to significant gains shortly after downturns [4][6] Market Behavior - The stock market experienced a notable crash in 2020 due to the pandemic, followed by a swift recovery, with the S&P 500 rising 16% that year [4] - A similar crash occurred in April 2025 due to tariff news, but the market rebounded quickly, again seeing a 16% increase in the S&P 500 [5] Investment Strategy - Long-term investment is often the best strategy, as the unpredictability of market crashes and recoveries can make timing the market risky [6] - High valuations in the current market may deter some investors, but attempting to time the market can lead to financial losses [8] Expert Opinions - Notable investors emphasize that trying to time the market is generally ineffective, with Peter Lynch stating that more money is lost in anticipation of corrections than in the corrections themselves [7] - John Bogle and Benjamin Graham also highlight the challenges of market timing, advocating for a focus on acquiring and holding suitable securities [9]

Company Overview - Shift4 Payments reported a total revenue of $3.9 billion and a net income of $194.8 million for the trailing twelve months (TTM) [5] - The company's stock price as of the last market close was $64.07, reflecting a 37% decline over the past year [5] Recent Developments - Portolan Capital Management reduced its stake in Shift4 Payments by selling 246,414 shares in the third quarter, resulting in a decrease in position value by $28.52 million [2][3][7] - Following the sale, Portolan held 188,761 shares valued at $14.61 million, which now represents 0.79% of its reportable U.S. equity assets under management (AUM) [4][3] Financial Performance - Shift4 Payments reported third-quarter gross revenue of $1.18 billion, marking a 29% year-over-year increase, with gross revenue less network fees rising by 61% [12] - The adjusted EBITDA for the quarter reached $292 million, indicating a 50% margin, while adjusted free cash flow increased by 27% year-over-year to $141 million [12] Strategic Actions - The company has authorized a new $1 billion share repurchase program, the largest in its history, reflecting management's confidence in long-term cash generation [12] - Despite strong operational performance, the stock's underperformance suggests that growth alone may not be sufficient to maintain investor confidence [13]

Core Viewpoint - Elon Musk has publicly criticized his father, Errol Musk, highlighting a strained relationship characterized by accusations of criminal behavior and moral failings [1][2][4]. Group 1: Family Dynamics - Elon Musk describes his father as a "terrible human being" who has engaged in numerous criminal activities, asserting that he has a "carefully thought-out plan of evil" [2]. - The relationship between Elon Musk and Errol Musk has been a subject of public interest, with Elon expressing that he has made various attempts to improve his father's behavior, all of which have failed [4]. - Recent revelations about Errol Musk's controversial life shed light on the familial dynamics and their potential impact on Elon Musk's public persona and business endeavors [5]. Group 2: Criminal Allegations - Errol Musk admitted to killing three people in 1998, claiming self-defense, although the charges were later dropped [2]. - Elon Musk has emphasized that his father's statements are not trustworthy, further illustrating the tension in their relationship [3].

Company Overview - NextDecade Corporation is an energy infrastructure developer focusing on LNG export and carbon capture solutions, leveraging its Rio Grande LNG terminal to meet the increasing global demand for cleaner energy and emissions reduction [7][11]. Recent Transaction - Hanwha Aerospace Co. Ltd. acquired 1,651,971 shares of NextDecade Corporation on December 11 and 12, 2025, for a total of $9,399,378.49 at an average price of $5.69 per share, representing 3.90% of Hanwha's total holdings prior to the trade [5][8]. - This acquisition accounted for 6.67% of Hanwha Aerospace's direct holdings before the transaction, indicating a strategic investment into direct ownership [2]. Ownership Structure - Post-transaction, Hanwha Aerospace's direct holdings increased to 26,420,222 shares, while indirect holdings through Hanwha Ocean LLC remained at 17,536,369 shares, maintaining a diversified ownership profile [3]. Market Context - The acquisition occurred when NextDecade shares were priced at $5.69, close to a recent low of $5.46, with the stock down 16.46% over the past year, suggesting an opportunistic investment amid market weakness [1]. Strategic Implications - The recent share purchase appears to be more about securing a potential LNG supply rather than anticipating immediate stock price appreciation, as NextDecade has not reported any revenue and incurred $180 million in operating expenses in the first nine months of 2025 [9][10].

Core Insights - Portolan Capital Management increased its stake in DigitalBridge Group by nearly 2.4 million shares, raising its total holdings to approximately 5.5 million shares valued at about $64 million as of September 30 [2][3][6] - DigitalBridge Group's shares have appreciated by about 18% over the past year, slightly outperforming the S&P 500's gain of 16.5% during the same period [4] - The company reported a revenue of $86.1 million and a net income of $12.8 million for the trailing twelve months [5] Investment Overview - Portolan Capital's investment in DigitalBridge now represents 3.5% of its reported U.S. equity assets under management (AUM) [4][6] - DigitalBridge specializes in digital infrastructure assets, including cell towers, data centers, fiber, small cells, and edge infrastructure [8][12] - The company generated $94 million in fee revenue in the third quarter, reflecting a 22% year-over-year increase, while fee-related earnings rose by 43% to $37.3 million [10] Market Position - DigitalBridge's fee-earning equity under management reached $40.7 billion, a 19% increase year-over-year, driven by organic fundraising and co-investment activities [10] - The company's strategic positioning in digital infrastructure is viewed as a structural growth opportunity rather than a speculative investment, with a measured approach to asset allocation [9][11]

Group 1 - Robinhood Markets has committed to contributing $1,000 to Trump Accounts for eligible children of its employees as part of its mission to democratize finance [1] - The Trump accounts program is part of the Working Families Tax Cuts provision of the One Big Beautiful Bill Act signed into law by President Trump on July 4 [2] - The account is designed for children under 18 with a valid Social Security number, with contributions from the U.S. Treasury for eligible children born between January 1, 2025, and December 31, 2028 [3] Group 2 - Employers can contribute up to $2,500 annually to a Trump Account without it being taxable income for the employee, with funds required to be invested in specific mutual funds or ETFs tracking U.S. stock indices [4] - The Trump Accounts will officially launch on July 4, 2026 [5] - The initiative is described as pro-family, aiming to help millions of Americans leverage economic strength for future generations, with contributions also allowed from nonprofit organizations and local governments [6]

Baltimore, MD, Dec. 20, 2025 (GLOBE NEWSWIRE) -- Wall Street Journal bestselling author and technology analyst James Altucher has released his most recent on-camera video presentation, now available for public viewing, that revisits his early prediction on Starlink’s path toward a potential 2026 IPO. The presentation lays out his reasoning for why Starlink’s scale, market penetration, and strategic role in global connectivity would set the stage for one of the most historic public listings in modern tech hi ...

Core Insights - The article compares two technology-focused ETFs, XLK and FTEC, highlighting their similarities and differences in terms of holdings, assets under management (AUM), and performance metrics [5][6][9]. Fund Overview - FTEC includes 294 holdings, providing broader exposure to U.S. tech, while XLK focuses on 70 companies within the S&P 500, heavily weighted towards larger firms [1][2]. - The top three holdings for both ETFs are Nvidia, Microsoft, and Apple, with Nvidia having a higher weight in FTEC [1][2]. Performance and Metrics - Both ETFs have an expense ratio of 0.08%, making them equally affordable [3][6]. - XLK has a higher trailing one-year return and a slightly larger dividend yield compared to FTEC [3][6]. - AUM for XLK is significantly larger at $95.6 billion, compared to FTEC's $16.6 billion, indicating better liquidity for XLK [8][9]. Diversification and Risk - FTEC offers greater portfolio breadth with nearly 300 holdings, which may provide additional diversification despite many smaller positions [7][9]. - Both funds exhibit nearly identical performance and risk metrics, relying on major tech companies for their returns [6][9].