That anxiety around Oracle, around companies that have been tapping the debt markets to finance the I well focus on infrastructure. Do you think it's the right moment to be going into these sorts of names or to be putting back. I think it's very interesting because, as you know, there's been a lot of chat on the street, if you will, about are we in a bubble.Are we not in a bubble. But the fact that investors are being very discerning, they're putting money in private companies are putting money in some of t ...

Core Viewpoint - Morgan Stanley upgraded L3Harris Technologies to Overweight from Equalweight, raising the price target to $367 from $350 due to strong operating momentum heading into 2026 [1] Group 1: Company Positioning - L3Harris is well positioned for the future of warfare with limited disruption risk from emerging defense technology players, attributed to its platform-agnostic strategy [1] - The absence of major program disruptions at L3Harris contrasts with some peers who have faced challenges in recent quarters [1] Group 2: Financial Metrics - L3Harris is considered the most attractive among large defense primes based on projected revenue, earnings per share, and free cash flow per share growth from 2025 through 2028 [2] - Despite a positive outlook, L3Harris stock is trading at the lowest valuation in its peer group on a 2027 free-cash-flow-to-sales basis, at approximately 16x compared to a peer median of around 18x [2] Group 3: Potential Catalysts - Potential catalysts for L3Harris into 2026 include opportunities related to the Golden Dome program and improving output at Aerojet Rocketdyne [2]

Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.Sensor Unlimited is an economist by training with a PhD, with a focus on financial economics. She is a quantitative modeler and for the past decade she has been covering the mortgage market, commercial market, and the banking industry. She writes about asset allocation and ETFs, particularly those related to the overall market, bonds, banking and financial secto ...

ALPHARETTA, Ga.--(BUSINESS WIRE)--Mativ Holdings, Inc. ("Mativ" or the "Company") (NYSE: MATV) today announced the appointment of Scott Minder as Chief Financial Officer, effective January 1, 2026. Mr. Minder will succeed Greg Weitzel, who will remain with the Company through December 31, 2025. Mativ Holdings, Inc. is a global leader in specialty materials, solving our customers' most complex challenges by engineering bold, innovative solutions that connect, protect and purify our world. Headquartered in Al ...

Harborside 8, a luxury high rise in Jersey City, lands $306M senior non-recourse financing and $78M preferred equity investment MORRISTOWN, N.J., Dec. 16, 2025 /PRNewswire/ -- JLL's Capital Markets group announced today that it has secured $306 million in senior non-recourse construction financing and $78 million in preferred equity for the land purchase and vertical construction of Harborside 8, a 678-unit, luxury waterfront multi-housing development along the Hudson River Waterfront in Jersey City, New Je ...

Core Viewpoint - BMO Capital Markets has raised its price target on Alphabet (GOOGL) to $343 from $340 while maintaining an Outperform rating, driven by positive insights from Google Cloud channel checks [1][2] Group 1: Price Target and Ratings - BMO Capital Markets increased its price target for Alphabet to $343 from $340 [1] - The firm maintains an Outperform rating for Alphabet, indicating strong confidence in its performance [1][2] Group 2: Google Cloud Insights - Positive channel checks included discussions with two former AWS employees, one of whom provided insights into over $4.7 billion of annual cloud spending [1] - BMO raised its Google Cloud growth estimates for Q4 2025 and Q1 2026 to 39% and 40%, respectively, up from previous forecasts of 38% for both periods [1] Group 3: Future Growth and AI Impact - Key takeaways highlighted accelerating cloud commitments and the role of AI agents in driving incremental cloud demand [2] - Claude is emerging as a preferred model among developers, indicating a shift in AI preferences [2] - Enterprise AI applications are expected to scale significantly by 2027, suggesting long-term growth potential for Google Cloud [2]

San Diego, California--(Newsfile Corp. - December 16, 2025) - The law firm of Robbins Geller Rudman & Dowd LLP is investigating potential violations of United States federal securities laws involving Klarna Group plc (NYSE: KLAR).If you have any information that could assist in the Klarna investigation or if you are a Klarna investor who suffered a loss and would like to learn more, you can provide your information here:https://www.rgrdlaw.com/cases-klarna-group-plc-investigation-klar.htmlYou can also cont ...

Growth may mellow out, but the long-term prospects remain strong.Nvidia (NVDA +0.81%) has a strong case for being the most discussed stock in recent years. It has also been one of the best-performing, up more than 960% in the past three years.Considering how much the stock has skyrocketed, investors may think Nvidia's best days are behind it. Luckily, there's one key reason why that might not be the case. It's true that Nvidia is beginning to face additional pressure as companies like Alphabet and Amazon be ...

PALM BEACH GARDENS, Fla., Dec. 16, 2025 /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR), global leader in intelligent climate and energy solutions, today announced that it has entered into a definitive agreement to sell its Riello business to Ariston Group. "After completing a comprehensive and competitive bidding process, we determined that Ariston Group is the right owner to guide Riello's next phase of growth," said Carrier Chairman & CEO David Gitlin. "Riello has a proud legacy and talented tea ...

IRVINE, Calif., Dec. 16, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (NYSE: AHR) announced today that its board of directors has declared a quarterly distribution of $0.25 per share for the quarter ending December 31, 2025. The distribution will be payable in cash on or about January 16, 2026, to all holders of record of its common stock as of the close of business on December 31, 2025. About American Healthcare REIT, Inc. American Healthcare REIT, Inc. (NYSE: AHR) is a real estate investment trust ...