With the stroke of his pen on Thursday afternoon, President Donald Trump directed federal officials to reclassify marijuana, loosening restrictions on the drug by signing an executive order in the name of driving medical research. “This reclassification order will make it far easier to conduct marijuana-related medical research, allowing us to study benefits, potential dangers and future treatments,” Trump told reporters in the Oval Office. (1) “It’s going to have a tremendously positive impact.” Must R ...

for the potential market impact here at home. Let's bring in market forecaster Jim Biano Bianca Research. Jim, great to have you with us.There's a lot to discuss, but in terms of the CPI print, this has not in your mind put to bed the concerns about inflation going higher. >> Yeah, this number was a statistical mess. They assumed that rents in the United States were effectively zero for the month of October.They surveyed the second half of the month because the government was shut down. So when you see thin ...

Amazon.com, Inc. (NASDAQ:AMZN) is included among the 12 Best Long Term US Stocks to Buy Now. BMO Keeps Outperform on Amazon (AMZN), Sees AWS Growth Accelerating christian-wiediger-rymh7EZPqRs-unsplash On December 16, BMO Capital raised its price target on Amazon.com, Inc. (NASDAQ:AMZN) to $304 from $300 and kept an Outperform rating on the stock. The update followed recent calls with two former AWS employees. Those conversations pointed to faster-growing cloud commitments, Claude emerging as a preferred ...

Group 1 - The company is preparing to publish its Q1 fiscal year 2026 results on February 11, 2026, at 7 CET, with a webcast scheduled for 10:30 CET the same day [2] - The silent period for the company will begin on December 19, 2025, and a company compiled consensus will be shared one week prior to the earnings release on February 4, 2026 [2] - The call will recap key messages from the recent Capital Market Day, covering market perspectives, demand and pricing trends, backlog margin expansion, and updated guidance and capital allocation framework [3] Group 2 - The company will address topics such as seasonality, capacity expansion, tariffs, and additional updates for Q1 during the call [3]

Group 1: Capital One (COF) - Capital One's stock reached an all-time high of $244 following the acquisition of Discover Financial, enhancing its market position [2][3] - The acquisition has positioned Capital One as a market leader, with a stock increase of 35% in 2025 and significant earnings per share (EPS) revisions due to strong financial results and buybacks [3] - Annual earnings are projected to increase by 41% in fiscal 2025 to $19.77 per share, with FY26 EPS expected to exceed $20.00, trading at an attractive 12X forward earnings multiple [4] Group 2: Marriott International (MAR) - Marriott's stock reached a record of $311 but has shown less captivating performance, with a year-to-date increase of 10% and a modest annual dividend yield of 0.86% [5][6] - The company has increased its dividend by 28% over the last five years, with a payout ratio of 27%, indicating potential for future hikes [6][8] - FY25 EPS estimates have seen minimal increases in the last 90 days, and FY26 revisions are slightly down, suggesting stagnant stock performance may continue [7] Group 3: Tesla (TSLA) - Tesla's stock hit fresh highs of $495, driven by excitement around its robotaxi program, AI integration, and robotics ambitions, despite a slowdown in EV sales [8][9] - The company is testing driverless robotaxis and integrating an AI chatbot, Grok, into its systems, which enhances confidence in its growth potential beyond just EVs [9] - EPS revisions have been modestly lower for FY25 and FY26, indicating that recent stock momentum may be short-lived, although a rebound in financial performance is expected next year [10]

Core Points - The article discusses the blocking of Amazon's takeover and the subsequent ownership transfer to Chinese entities [1] Group 1 - The decision to block Amazon's acquisition is highlighted as a significant regulatory move [1] - The implications of the takeover blockage suggest a shift in ownership dynamics within the industry [1] - The article indicates that Chinese ownership will now play a crucial role in the affected market [1]

Core Insights - TikTok has finalized agreements with investors for a new US joint venture, with a closing date set for January 22, 2026, as per a memo from CEO Shou [1] - The joint venture will be structured with 50% ownership by a consortium of new investors, including Oracle, Silverlake, and MGX, each holding 15%, while 30.1% will be held by affiliates of existing investors, and 19.9% will be retained by ByteDance [2][3] Ownership Structure - The joint venture's ownership will consist of 50% held by new investors, with Oracle being the largest holder among them [3] - The remaining 50% will include 30.1% from existing investors and 19.9% retained by ByteDance, which is crucial for meeting the requirement of US ownership exceeding 50% and reducing ByteDance's stake below 20% [2][3] Operational Focus - The US joint venture will be responsible for overseeing data protection, algorithm security, content moderation, and software assurance [2]

Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the 12 Best Long Term US Stocks to Buy Now. Cantor Keeps Overweight on AMD Despite Target Cut, Citing Strong AI Tailwinds On December 16, Cantor Fitzgerald cut its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $300 from $350 while keeping an Overweight rating on the stock. The firm says the semiconductor index is set up to lead the broader market after beating the S&P 500 by about 30 points in 2025. Early momentum from the AI buil ...

Intuit (NASDAQ: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced it has signed a partnership with Circle Internet Group, Inc. (NYSE: CRCL), one of the world’s internet financial platform companies, to accelerate next-generation financial services powered by stablecoin technology. The agreement forms a framework for Intuit to use Circle’s stablecoin infrastructure and USDC across the Intuit platform.Sasan Goodarzi, CEO of Intuit sa ...

Investment Partnership Announcement - Willis Lease Finance Corporation (WLFC) has closed an investment partnership with Liberty Mutual Investments (LMI) to invest up to $600 million to support WLFC's credit strategy [1] - The partnership is backed by a warehouse debt facility from Bank of America N.A. and will focus on loan and loan-like engine financings, a sector WLFC pioneered in 2021 [1] Strategic Goals and Expertise - WLFC aims to accelerate the growth of its asset management business through this partnership, leveraging LMI's long-term capital and sector expertise [2] - LMI's investment emphasizes its capability to provide comprehensive financing solutions and support strong business growth in aviation finance [3] Company Overview - WLFC specializes in leasing commercial aircraft engines and related services, including maintenance and end-of-life solutions for aviation materials [4] - The company also aims to develop projects to decarbonize aviation through its Willis Sustainable Fuels initiative [4] Liberty Mutual Investments Overview - LMI is the investment arm of Liberty Mutual Group, managing over $117 billion in long-term capital globally, focusing on building enduring businesses and driving economic growth [5]