AI chip maker Cerebras Systems is preparing to file for a U.S. initial public offering as soon as next week, targeting a second-quarter 2026 listing, people familiar with the matter said. ...

Micron Technology (MU) delivered what Morgan Stanley called the best revenue and earnings beat in U.S. semiconductor history outside Nvidia (NVDA). Following its fiscal Q1 earnings, MU stock rose 10% as the memory chipmaker revealed it cannot keep up with surging demand for artificial intelligence. The company's blunt assessment during its earnings call captured the supply-demand imbalance reshaping the memory market: “We are more than sold out.” Micron stock is up 200% over the last 12 months and brough ...

Markets remain choppy as 2025 draws to a close, and the artificial intelligence rally has finally shown a few cracks. Oracle's data center problems are drawing the biggest headlines, but investors continue to be on edge as the job market wobbles and economic sentiment trends downward.When markets are facing uncertain times, investors often turn to technical analysis for clues on the next move. Fundamental factors such as sales, earnings growth, and guidance projections are influential, but they frequently t ...

Core Insights - Sony has acquired a controlling stake in Peanuts Holdings, increasing its ownership to 80% for over $450 million, allowing access to iconic characters like Snoopy and Charlie Brown for various media [1][4][5] - The deal values Peanuts Holdings at more than $1 billion, with the remaining 20% stake retained by the family of Peanuts creator Charles M. Schulz [5][13] - Despite the acquisition, Peanuts content will continue to be available on Apple TV+ due to a licensing agreement that extends through 2030 [5] Company Strategy - Sony's investment in Peanuts Holdings aligns with its broader strategy of expanding its entertainment and gaming portfolio, having previously invested billions in acquisitions [10][13] - The company has a history of significant investments, including over $300 million in Kadokawa and plans for around $460 million for a stake in Bandai Namco Holdings [13] Industry Context - The Peanuts franchise has been a significant part of pop culture since its inception in 1947, with various media adaptations including toys, films, and holiday specials [8][9] - The animated film "The Peanuts Movie" generated over $200 million in revenue, showcasing the franchise's commercial viability [6]

I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multipl ...

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Health insurance has never been simple in trucking. For owner-operators and small carriers, it’s often one of the most confusing, expensive, and emotionally loaded parts of running the business. And in 2026, that pressure could increase — not because of a new law, but because a temporary one may quietly run out. Several provisions tied to the Affordable Care Act (ACA) are scheduled to expire at the end of 2025 unless Congress acts. If that happens, the way many self-employed drivers and small fleet owner ...

The stock market continued to bounce back from its recent slide, but some unloved parts of the market were still standing out.The S&P 500 was up 1%. The Nasdaq Composite was up 1.2%. The Dow was up 301 points, or 0.6%.This would be the second daily gain for the S&P and Dow after each fell for four days in a row. ...

Core Insights - Carnival Corporation & plc (CCL) reported strong fourth-quarter fiscal 2025 results, with adjusted earnings exceeding estimates while revenues fell slightly short [1][4][9] Financial Performance - Adjusted earnings per share (EPS) for Q4 was 34 cents, surpassing the Zacks Consensus Estimate of 25 cents, and up from 14 cents in the same quarter last year [4][9] - Revenues for the quarter reached $6.33 billion, a 6.6% increase year-over-year, but below the consensus estimate of $6.36 billion [4][9] - Adjusted net income rose over 60% to $454 million compared to $186 million in the prior-year quarter [6][9] - Adjusted EBITDA for the quarter was $1.48 billion, up from $1.22 billion year-over-year [6] Operational Highlights - Passenger ticket revenues increased to $4.05 billion from $3.85 billion in the prior-year quarter, aligning with estimates [5] - Onboard and other revenues grew to $2.27 billion from $2.08 billion year-over-year, also exceeding estimates [5] Balance Sheet and Liquidity - As of November 30, 2025, cash and cash equivalents stood at $1.9 billion, up from $1.2 billion in the prior-year period, with total liquidity of $6.4 billion [7] - Total debt decreased to $26.64 billion from $27.48 billion year-over-year [7] Future Outlook - The company anticipates continued momentum into fiscal 2026, projecting double-digit earnings growth and return on invested capital to exceed 13.5% [3][9] - For Q1 fiscal 2026, adjusted EBITDA is expected to be approximately $1.24 billion, with adjusted net income near $235 million and adjusted EPS of 17 cents [13] - For the full fiscal 2026, adjusted EBITDA is projected at approximately $7.63 billion, with adjusted net income anticipated to be nearly $3.5 billion and adjusted EPS of $2.48 [13] Booking and Demand Trends - Strong booking momentum is evident, with two-thirds of capacity for the upcoming year already secured at higher prices [8][10] - Total customer deposits as of November 30, 2025, were $7.25 billion, up from $6.77 billion in the previous quarter [11]