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Strategic Shift Position XPEL For Long-Term Profitability
Seeking Alpha· 2025-12-17 15:03
XPEL is up 25% YTD, and up more than 44% the last three months. The boom came after their Q3 numbers in early November. The market seems opportunistic about XPEL's future potential due to strong sales growth, new productHi, my name is Sander Pettersen Heio, and I’m based in Norway. My investment focus spans small-cap to mid-cap companies and foreign equities, with a particular emphasis on the Nordic market. I analyze businesses across diverse industries, identifying both established players and emerging gro ...
Exclusive: Google works to erode Nvidia's software advantage with Meta's help
Reuters· 2025-12-17 15:03
Alphabet's Google is working on a new initiative to make its artificial intelligence chips better at running PyTorch, the world's most widely used AI software framework, in a move aimed at weakening N... ...
Uber Technologies: Long-Term, Steady Compounder At A Bargain (Rating Upgrade) (UBER)
Seeking Alpha· 2025-12-17 15:02
It’s been almost a year since I first covered Uber Technologies, Inc. ( UBER ), and during the year, the company grew on me, which prompted me to give it another go. The company’s potential remains vast, with a lot of TAMMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to tim ...
OPEN Shifts From Risk Aversion to Volume: The Right iBuying Playbook?
ZACKS· 2025-12-17 15:02
Key Takeaways OPEN pivoted in Q3 2025 from defensive buying to a higher-velocity, market-maker iBuying model.OPEN said risk aversion hurt results as Q3 acquisitions fell to 1,169 homes, leaving older inventory.OPEN doubled weekly acquisitions using AI, while keeping operating costs structurally lower.Opendoor Technologies Inc. (OPEN) is rewriting its iBuying strategy after a prolonged period of extreme caution that prioritized risk control over transaction volume. The third-quarter 2025 earnings call marked ...
NVT vs. APH: Which Electrical Infrastructure Stock Has an Edge?
ZACKS· 2025-12-17 15:02
Key Takeaways Amphenols' IT datacom unit surged in Q3 2025, becoming its largest end market with triple-digit growth.APH benefits from high-speed, high-power interconnect demand tied to AI servers, racks and data centers.nVent Electric faces margin pressure from tariffs and inflation despite strong AI-driven order growth.nVent Electric (NVT) and Amphenol (APH) are two key players in the electrical equipment and connectivity industry. They benefit from growing demand for data centers, electrification, and in ...
Christie's International Real Estate Launches in Uruguay, a Growing Hub for the Ultra Wealthy
Globenewswire· 2025-12-17 15:02
CHICAGO and PUNTA BALLENA, Uruguay, Dec. 17, 2025 (GLOBE NEWSWIRE) -- Christie’s International Real Estate announces the launch of Christie’s International Real Estate Uruguay, in partnership with a team of top Uruguayan brokers.  Under the leadership of managing partners Sven Jurgan and Brian Jones, the new brokerage firm will specialize in the curation, listing and sale of premier estates, luxury developments, and large working ranches and farms, known as estancias, in the South American nation. The compa ...
Can AI-Driven Foundry Demand Drive LRCX's Systems Revenue Growth?
ZACKS· 2025-12-17 15:02
Key Takeaways LRCX posted a 48.3% YoY jump in Systems revenues to $3.55B, with foundry sales rising to 60% of the total.LRCX gains from AI and HPC-led investments, supported by its strength in critical etch and deposition tools.LRCX is seeing traction for Aether EUV and Akara systems, with FY26 Systems revenues projected at $14.07B.Lam Research Corporation (LRCX) is seeing growing support from artificial intelligence (AI)-driven demand in the foundry market, which is becoming a key driver of its systems rev ...
Buy IonQ and D-Wave, Hold Rigetti. How Analysts Are Playing Quantum Stocks in 2026.
Barrons· 2025-12-17 15:02
Analysts at Jefferies and Wedbush Securities initiate coverage of IonQ, Rigetti Computing, and D-Wave Quantum. ...
How GM Is Gaining Momentum in Software and Services Heading Into 2026
ZACKS· 2025-12-17 15:01
Key Takeaways GM has generated nearly $2B from software services, driven by rising adoption of OnStar and Super Cruise.GM exited Q3 2025 with 11M OnStar subscribers and expects over 12M by year-end, up 34% YoY.GM developed software-defined vehicle platform to reduce complexity and create new recurring revenue streamsU.S. legacy automaker General Motors (GM) is moving forward to increase revenues from its software and services, like OnStar and Super Cruise, during and after each vehicle sale. The company has ...