Company Overview - Terns Pharmaceuticals, Inc. (NASDAQ:TERN) specializes in developing small-molecule therapies for cancer and obesity, with key products including TERN-701 for chronic myeloid leukemia, TERN-501 for metabolic liver disease, and oral obesity treatments through TERN-601 and TERN-800 programs [2]. Recent Developments - On December 8, Terns Pharmaceuticals announced positive results for TERN-701, reporting a 64% major molecular response (MMR) rate in Phase 1 trials [2]. - The therapy achieved a 75% response rate at doses of 320 mg and above over a 24-week period, supporting these doses as the recommended Phase 2 doses [2]. - The Chief Medical Officer, Emil Kuriakose, highlighted a 36% durable molecular response (DMR) achievement rate by 24 weeks, indicating fast response kinetics and a favorable safety profile across all doses [2]. Market Performance - The stock of Terns Pharmaceuticals experienced significant volatility, rising from approximately $2 to around $48 before a slight pullback, indicating strong market interest and potential investor excitement [1].

​Novo Nordisk A/S (NYSE:NVO) is one of the Best Non-US Stocks to Buy According to Hedge Funds. On December 12, Novo Nordisk A/S (NYSE:NVO) announced receiving a positive opinion by the European Medicines Agency’s Committee for Medicinal Products for Human Use for a higher dosage of Wegovy. ​The positive opinion is based on improved weight loss results of around 20.7% at 72 weeks in people without diabetes. Management noted that the STEP UP and STEP UP T2D clinical trial program showed that one in three ob ...

Core Viewpoint - EOG Resources Inc. is identified as a highly profitable value stock with a positive outlook for 2026, driven by improved commodity pricing, efficient cost management, and increased merger activity [1][3]. Group 1: Analyst Ratings and Price Targets - UBS analyst Josh Silverstein has lowered the price target for EOG Resources to $141 from $144 while maintaining a Buy rating, anticipating a strong 2026 for the energy sector after three years of flat returns [1]. - JPMorgan has also reduced its price target for EOG Resources to $121 from $131, maintaining a Neutral rating, citing supply-side risks for oil and liquids but recognizing a demand inflection for natural gas [2]. Group 2: Financial Performance - In Q3 2025, EOG Resources reported a net income of $1.5 billion and adjusted earnings per share of $2.71, with free cash flow of $1.4 billion for the quarter, totaling $3.7 billion year-to-date [3]. - The company has revised its full-year 2025 free cash flow forecast to $4.5 billion, an increase of $200 million from previous estimates, with quarterly revenue reaching $5.85 billion [3]. Group 3: Strategic Moves - EOG Resources has completed the acquisition of Encino, which diversifies its production base beyond its core Delaware Basin and Eagle Ford assets [3].

VICI Properties Inc. (NYSE:VICI) is one of the most profitable value stocks to invest in right now. On December 3, Barclays lowered the firm’s price target on VICI Properties to $33 from $37, while maintaining an Overweight rating on the shares. This sentiment was posted as part of the firm’s broader update on net lease estimates for the Q3 2025 reports and recent transaction announcements. Barclays cited tenant-related concerns for the price target drop. Earlier on December 1, Evercore ISI downgraded VI ...

Core Viewpoint - Procter & Gamble (NYSE:PG) is highlighted as a strong investment opportunity due to its significant R&D investments and current stock price decline, making it a potentially undervalued asset [1]. Group 1: Company Overview - Procter & Gamble provides a wide range of branded consumer goods across various sectors, including beauty, grooming, health care, home care, and family care [2]. - The company markets its products under well-known brands such as Tide, Pampers, Gillette, Crest, Olay, and Febreze [2]. Group 2: Investment Insights - The company invests over $2 billion annually in research and development to enhance its product offerings, which include innovative items like Pampers, Tide evo detergent, and Gillette Labs heated razors [1]. - The stock has decreased by more than 13% this year, and management has indicated that they will miss the upcoming quarter's expectations, which some investors view as a de-risking factor [1].

I'm very competitive. I always want to win. The success of my group is based on a combination of creativity and organization.[music] Today, Louis Vuitto is by far the largest and number one luxury brand in the world. Every competitor is trying to imitate. I think they are not successful, but they try.>> [music] >> In 30 years from now, LVMH will still be at head of the [music] luxury sector. LVMH is today just at the beginning in spite of its size. Our business model is based on creativity, innovation, and ...

Key Points TSMC is the undisputed leader in manufacturing advanced chips. Intel's stock outperformed in 2025 after the company was backed by some big investors. TSMC has a clearer growth path between the two companies. 10 stocks we like better than Intel › When it comes to chip manufacturing, Taiwan Semiconductor Manufacturing (NYSE: TSM) is the undisputed foundry leader, while Intel (NASDAQ: INTC) is trying to make inroads. However, in 2025, it was Intel's stock that outperformed, up nearly 80% ...

We recently published 10 Firms Stealing the Show on Wall Street. Lam Research Corporation (NASDAQ:LRCX) is one of the best performers on Thursday. Lam Research snapped a two-day losing streak on Thursday, jumping 6.27 percent to close at $164.70 apiece as investor sentiment was boosted by bullish ratings and price target upgrades for the stock. In separate market reports on the same day, investment firm Mizuho and B. Riley raised their price targets for the company to $200 and $195, respectively. Lam Re ...

Let's continue the conversation right here with Toron Slack. He's chief economist at Apollo Global Management. Um, you have a favorite in that Fed race, by the way.Well, so I don't have a personal favorite, but I think it's clear that the market is trying to chew hard on which of these candidates will have implications for what's happening, especially of course in rates. What the conclusion of course here is that it all becomes about can the new fetcher persuade the other FOMC members about whatever his vie ...

Core Viewpoint - Western Digital Corporation (WDC) will be added to the Nasdaq 100 Index on December 22, which is expected to positively impact its stock due to increased visibility and investment from index-tracking funds [1]. Company Overview - Western Digital, based in San Jose, California, is a leading manufacturer of data storage products, including hard disk drives (HDDs), solid-state drives (SSDs), and flash memory devices, serving home users, companies, and large data centers [3]. - The company was founded in 1970 and has a market capitalization of $59.8 billion [4]. Financial Performance - In the first quarter of fiscal 2026, Western Digital reported a revenue increase of 27% year-over-year (YOY) to $2.82 billion, surpassing Wall Street's expectations of $2.72 billion [8]. - The company is increasingly focused on cloud infrastructure, with 89% of its revenue coming from cloud services in Q1, up from 86% in the same period last year [9]. Stock Performance - Western Digital's stock has experienced significant gains, with a 267.24% increase over the past 52 weeks and a 195.67% increase over the past six months, compared to the broader Technology Select Sector SPDR Fund (XLK), which gained 21.89% and 17.16% in the same periods [5]. - The stock reached a 52-week high of $188.77 on December 11 but has since declined by 7.86% from that peak [6].