What is the future of the AI trade and how are you playing it next year. Art, is it Mac 7 or Bust for you. >> Uh, it's not.And I'll tell you this, I think this was the year after uh 3 years of AI u being rolled out and the revolution starting where investors clearly had to start to differentiate. And the differentiation point really came to the fact that if you're spending massive amounts of money on capex to build out your large language model, that's fine if it's coming from free cash flow. If you're putt ...

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living in Latin America, doing the boots-on-the ground research for investors interested in markets such as Mexico, Colombia, and Chile. He also specializes in high-quality compounders and growt ...

Company Overview - Cementos Pacasmayo (NYSE:CPAC) is a leading cement company in Peru, focusing on the production and distribution of cement, concrete, and other construction materials, primarily in the northern region of Peru [1] Market Performance - The current market price of CPAC is $10.48, reflecting a modest increase of 1.95% or $0.20, with a trading range today between $10.23 and $10.69, indicating some volatility [3] - Over the past year, CPAC has experienced a high of $11.30 and a low of $5.10, showcasing its potential for growth [3] - The company's market capitalization is approximately $897.5 million, with a trading volume of 49,293 shares [3] Investment Outlook - Scotiabank has set a price target of $12.80 for CPAC, suggesting a potential increase of approximately 22.14% from its current price [2][5] - Zacks Investment Research identifies CPAC as a potential interest for value investors, supported by its strong performance in the "Value" category of Zacks' Style Scores system [2][4][5]

Well, turning now to Apple. It hit a record high recently, but the stock has lagged much of the year compared to Mag 7 peers. So, will it break out or lag again in 2026.Let's ask Craig Moffett from Moffett Nathansson. Craig, isn't what really matters here if Apple comes out with Apple intelligence this time and if it delivers as expected. >> Um, hey John.Uh, I'm not sure about that actually. Um it look it lagged for a lot of reasons during 2025. Um but there were there were a lot of risks in the stock.We op ...

STUART, Fla.--(BUSINESS WIRE)--Seacoast Banking Corporation of Florida ("Seacoast†or the "Company†) (NASDAQ: SBCF) announced that on December 19, 2025, its Board of Directors (the "Board†) renewed the Company's share repurchase program, which was set to expire on December 31, 2025. Under the renewed repurchase program, which will expire on December 31, 2026, the Company may repurchase, from time to time, up to $150 million of its shares of common stock, an increase over the current repurchase. ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

MONTREAL--(BUSINESS WIRE)--TOMAGOLD CORPORATION (TSXV: LOT; OTCPK: TOGOF) ("TomaGold†or the "Company†) is pleased to announce that, further to its news releases dated June 16, July 11, July 18 and October 22, 2025, regarding the disposition of its wholly-owned Hazeur, Monster Lake East and Monster Lake West properties (the "Properties†) to Northern Superior Resources Inc. ("Northern Superior†), the Company has received a $1,000,000 final cash payment from IAMGOLD Corporation, which recently ac. ...

Pittsburgh, Pennsylvania and Toronto, Ontario--(Newsfile Corp. - December 19, 2025) - Sharp Therapeutics Corp. (TSXV: SHRX) (OTCQB: SHRXF) ("Sharp" or the "Company"), is pleased to announce that the non-brokered private placement to raise gross proceeds of not less than US$10,000,000 (the "Offering") previously announced on October 14, 2025 has been updated. The placement will consist of common shares in the capital of the Company priced at not less than US$2.50 per share. The Company expects the offering ...

This year's National Defense Authorization Act (NDAA) has emerged as a perhaps surprising catalyst for the nuclear energy sector, reinforcing the "nuclear renaissance†investment theme. The passage of the fiscal year 2026 defense policy bill marks a key moment for the nuclear energy sector, as the U.S. government increasingly views nuclear power through the lens of national security and reindustrialization. Military Adoption of Small Modular Reactors (SMRs) nuclear energy Content HubNUKZRange Fund The final ...

Shares of Nike tumbling more than 10% today. That's following earnings uh falling to its lowest level in more than six months. Now, this adds to its years of underperformance.The stock is down 8% over 10 years. Compare that to the S&P 500, which is up more than 240%. For a closer look at the company's problems highlighted in its latest report.Let's bring in Gabrielle Fon Rouge right here on set. I mean, it wasn't so terrible. Well, North America is certainly showing signs of a turnaround here, but China Chi ...