Key TakeawaysChina's economic activity significantly weakened in November, with both manufacturing and services sectors contracting, signaling a deepening slowdown that could impact global growth.South Korean e-commerce giant Coupang (CPNG) revealed a data leak affecting 33.7 million customer accounts, prompting a major investigation into what could be the country's largest hack.Escalating geopolitical tensions between Japan and China have led to the cancellation of the only direct flight between Ibaraki Ai ...

Core Viewpoint - AGNC Investment offers a high dividend yield of 13.7%, making it an attractive option for passive income seekers, but it is sensitive to interest rate fluctuations and economic conditions [1][11]. Company Overview - AGNC Investment operates in the residential housing market and is affected by interest rate changes and the overall economy [2]. - The company is structured as a real estate investment trust (REIT), which allows it to avoid corporate taxes by distributing at least 90% of its taxable income to shareholders [4]. Financial Performance - AGNC's stock is currently priced below $11 per share, and its market capitalization is approximately $11 billion [5][6]. - The company has a gross margin of 100% and a dividend yield of 14.87% [6]. - AGNC's tangible net book value per share increased from $7.81 to $8.28 over the third quarter [9]. Interest Rate Impact - Lower interest rates are expected to benefit AGNC by improving its business economics and reducing borrowing costs, which could enhance net spread and dollar roll income [10][12]. - The company’s at-risk leverage ratio is about 7.5 times its tangible net book value, which can amplify returns when interest spreads are favorable [8]. Management Insights - CEO Peter Federico noted that AGNC's improved performance is linked to the Federal Reserve's shift to a less restrictive monetary policy, which has positively influenced financial market performance and investor sentiment [11].

Core Insights - Meta Platforms and Circle Internet Group are identified as having strong long-term growth prospects, with Meta focusing on AI and smart glasses, while Circle is expanding its fintech services [1][3]. Meta Platforms - Meta reported a 26% increase in revenue to $51 billion for Q3, with GAAP net income rising 20% to $7.25 per diluted share, despite a stock drop due to increased AI spending [4][7]. - The company is the second-largest adtech firm, leveraging AI to enhance user engagement and advertising effectiveness on platforms like Instagram and Facebook [5]. - Meta holds a 73% market share in the smart glasses industry and aims to develop a superintelligence system for augmented reality devices, which CEO Mark Zuckerberg believes will become primary computing devices [6]. - The stock is considered a compelling buy, trading at 29 times earnings, with earnings expected to grow at 16% annually over the next three years [7]. Circle Internet Group - Circle is a fintech company known for its USDC stablecoin, which is the second-largest by market value and adheres to strict regulations in the U.S. and Europe [8][9]. - The company primarily generates revenue from interest on USDC tokens, which are backed 1:1 by U.S. dollars, and is expanding into payment processing with the Circle Payments Network (CPN) [9][10]. - Circle's Q3 revenue increased by 66% to $740 million, with adjusted EBITDA rising 78% to $166 million, driven by a doubling of USDC in circulation [10]. - The company has 29 financial institutions in the CPN and is testing its Arc blockchain, designed to address gas fee issues [11]. - Circle is positioned as a preferred stablecoin issuer due to its regulatory compliance focus, with stablecoin revenue projected to grow at 54% annually through 2030, trading at 7.5 times sales [12].

Ah, the stock market. That glorious, fickle beast, forever attempting to price in the future while simultaneously reacting to the present with all the grace of a startled gazelle. And then there’s Donald J. Trump, a man whose pronouncements often send that gazelle not just startled, but into a full-blown, unpredictable stampede. The final days of November 2025 have proven no exception, offering a fresh smorgasbord of policy declarations, Truth Social musings, and the ensuing market gymnastics that have beco ...

Core Viewpoint - Rosen Law Firm is reminding investors who bought or sold Cepton, Inc. common stock during the specified Class Period of the upcoming lead plaintiff deadline on December 8, 2025 [1]. Group 1: Class Action Details - Investors who purchased or sold Cepton common stock between July 29, 2024, and January 6, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - To participate in the class action, interested parties can visit the provided link or contact the law firm for more information [3][6]. Group 2: Legal Representation - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting their own success in this area [4]. - The firm has achieved significant settlements for investors, including over $438 million in 2019 alone, and has been recognized for its leadership in securities class action settlements [4]. Group 3: Case Allegations - The lawsuit alleges that Cepton's management made materially false and misleading statements regarding the company's business and operations, particularly concerning a third-party bid that valued Cepton at more than double the Koito Acquisition [5]. - It is claimed that the Board of Directors failed to adequately explore this offer and did not disclose its terms, depriving shareholders of the opportunity to make an informed decision regarding the Koito Acquisition [5].

Market Performance - The BSE benchmark increased by 474.75 points or 0.55%, reaching a record high of 86,055.86 on Thursday [1][6] - The combined market valuation of seven of the top-10 most valued firms rose by Rs 96,200.95 crore last week [6] Top Gainers - Reliance Industries saw an increase of Rs 28,282.86 crore, bringing its market valuation to Rs 21,20,335.47 crore [1][6] - Bajaj Finance's valuation climbed by Rs 20,347.52 crore to Rs 6,45,676.11 crore [2][6] - HDFC Bank's valuation jumped by Rs 13,611.11 crore to Rs 15,48,743.67 crore [4][6] - ICICI Bank surged by Rs 13,599.62 crore to Rs 9,92,725.97 crore [4][6] - Hindustan Unilever's market capitalisation increased by Rs 7,671.41 crore to Rs 5,79,644.16 crore [5][6] - State Bank of India's valuation rose by Rs 6,415.28 crore to Rs 9,04,185.15 crore [5][6] - Infosys' valuation climbed by Rs 6,273.15 crore to Rs 6,47,961.98 crore [6] Top Losers - Bharti Airtel's market capitalisation dropped by Rs 35,239.01 crore to Rs 11,98,040.84 crore [6] - LIC's market capitalisation declined by Rs 4,996.75 crore to Rs 5,65,581.29 crore [6] - TCS's valuation dipped by Rs 3,762.81 crore to Rs 11,35,952.85 crore [6] Ranking of Top Firms - The ranking of the top-10 firms is led by Reliance Industries, followed by HDFC Bank, Bharti Airtel, TCS, ICICI Bank, State Bank of India, Infosys, Bajaj Finance, Hindustan Unilever, and LIC [6]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased DexCom, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1] Group 1: Class Action Details - The Class Period for the DexCom securities is from July 26, 2024, to September 17, 2025, inclusive [1] - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1] - The deadline to move the Court to serve as lead plaintiff is December 29, 2025 [2] Group 2: Legal Representation - Investors are encouraged to select qualified counsel with a successful track record in securities class actions [3] - Rosen Law Firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company [3] - The firm has recovered hundreds of millions of dollars for investors, securing over $438 million in 2019 alone [3] Group 3: Case Allegations - The lawsuit alleges that DexCom made unauthorized design changes to its G6 and G7 continuous glucose monitoring systems, which compromised their reliability [4] - The changes presented a material health risk to users relying on these devices for accurate glucose readings [4] - Defendants allegedly downplayed the severity of the issues, leading to increased regulatory scrutiny and potential legal and financial harm [4]

South Korean authorities are investigating a data leak at online retailer Coupang Inc. that exposed about 33.7 million accounts in what could be the widest hack for the country of 51.7 million people. Personal information was allegedly hacked by a Chinese national who previously worked at the company, Yonhap News reported. Police began investigating after receiving a formal complaint from Coupang that didn’t name a suspect, it said. The Ministry of Science and ICT said in a statement it formed a joint inves ...

Core Insights - The Nasdaq 100 has experienced a significant decline since its peak on October 29, with the 25 largest stocks in the index losing approximately $1 trillion in market capitalization [2] - Among the eight "trillion-dollar companies" within the Nasdaq 100, four have reported a decrease in their market caps [2]

To say that Adobe ( ADBE ) stock has not had a good year is an understatement. The stock has tanked almost 30% year-to-date , while some of its tech peers, such as Microsoft ( MSFT ) or Google (I am an engineer and an individual who is passionate about finance/stock investment. I hold a Ph.D. in engineering and have been involved in acoustics and noise research for the past years. I am interested in capital appreciation opportunities. These include purchasing high-quality undervalued companies, and great co ...