This delay occurred because customers requested last-minute upgrades. Specifically, major data center clients wanted their new systems equipped with the latest liquid-cooled NVIDIA (NASDAQ: NVDA) Blackwell configurations. Instead of accepting older technology immediately, they chose to wait for the newest, most efficient hardware. This distinction is vital for investors to understand the difference between demand destruction (customers leaving) and deferred gratification (customers waiting for better produc ...

Key Takeaways PINS is acquiring connected TV ad platform tvScientific to extend its advertising business onto TV screens.tvScientific's technology will combine with Pinterest data to help advertisers measure TV ads across screens.The deal, pending approval, is expected to close in the first half of 2026 as PINS expands actionable content.Pinterest, Inc. ((PINS) has inked a definitive agreement to acquire tvScientific, a firm specializing in a connected TV (CTV) advertising platform. The buyout will enable P ...

Core Viewpoint - Oracle is securing significant cloud deals but faces investor skepticism regarding the conversion of these deals into realized revenue [2][12]. Group 1: Financial Performance - Oracle's stock has declined approximately 42% since the announcement of its fiscal 2026 Q1 results, despite a notable $300 billion deal with OpenAI [2]. - Following the release of Oracle's Q2 results, which reported all-time high figures and a positive outlook, the stock experienced a sell-off of about 15% [2]. - The company reported $68 billion in remaining performance obligations (RPO) for fiscal 2026 Q2, marking a 15% increase from Q1, bringing the total RPO to $523 billion [5]. Group 2: Cloud Strategy - Oracle is gaining market share in cloud infrastructure, with a growing number of customers committing to Oracle Cloud Infrastructure (OCI) [5]. - The company's unique approach involves building its own public cloud through OCI and integrating its services with major cloud providers like AWS, Azure, and Google Cloud to enhance performance and reduce latency [6][7]. - As of November 30, Oracle has increased its multicloud data centers from 23 to 34, aiming for a total of 72 by the end of fiscal year 2026 [8]. Group 3: Investor Sentiment - Investors are concerned about the high costs and lengthy timelines associated with Oracle's infrastructure build-out, as well as the potential for overestimating customer capacity needs [10]. - Despite fears of over-leverage and insufficient cash flow, the long-term strategy of Oracle is seen as potentially beneficial, especially with the anticipated growth in AI demand [11][12]. - The current sell-off in Oracle's stock is viewed as a buying opportunity for risk-tolerant investors who support the company's strategic direction [13].

With perceived growing risk in tech, investors are rotating into industrial, sending the sector to record levels. Joining us now is Nicole Del, Deutsche Bank research analyst. Nicole, great to have you with us. >> Thanks, great to be here.>> Uh, you know, it's actually been an extraordinary run that maybe people aren't even paying attention to. Um, it's the longest winning streak since August of 2020. The transports though, Nicole, as you know very well know, are are they're very different in terms of the c ...

Chevron Corporation (NYSE:CVX) is among the 12 Best Performing Dow Stocks in 2025.  BofA Remains Bullish On Chevron Corporation (CVX) TheFly reported on December 11, 2025, that BofA reduced its price goal for Chevron Corporation (NYSE:CVX) from $183 to $180 while keeping a Buy rating. TheFly previously reported on December 1 that HSBC raised Chevron Corporation (NYSE:CVX) from Hold to Buy with a price objective of $169. Separately, the Gorgon Joint Venture’s partners authorized the A$3 billion ($1.98 b ...

Singapore investors often focus on local dividend plays like REITs and bank stocks, and with good reason. However, limiting your portfolio to a single market can constrain growth and expose you to localised risk. For those seeking global diversification and exposure to multi-national growth, here are three US dividend stocks that can add global resilience to your portfolio.AbbVie Inc. (NYSE: ABBV) – Diversified biopharmaceutical firm AbbVie is a global diversified biopharmaceutical company with a portfolio ...

Market Analysis by covering: Nasdaq 100, S&P 500, Dow Jones Industrial Average, S&P 500 Futures. Read 's Market Analysis on Investing.com ...

Core Viewpoint - Sylvamo Corp. (NYSE:SLVM) is identified as a promising small-cap value stock despite a significant year-to-date decline of 36.68%, with a Buy rating and a price target of $59 set by Bank of America Securities [1]. Group 1: Investment Outlook - Bank of America Securities updated the stock to Buy on November 21, highlighting significant catalysts for Sylvamo, including improved operating rates in North America due to the closure of Riverdale and Chillicothe facilities [2]. - Analyst George Staphos anticipates that North American operating rates could reach 90% by 2026, alongside a potential price increase of $40 per ton for uncoated free sheet paper expected in the second half of 2026 [2]. Group 2: Financial Performance - In the fiscal third quarter of 2025, Sylvamo reported a revenue decrease of 12.33% year-over-year to $846 million, which was $10.34 million above expectations, while the EPS of $1.44 fell short of consensus by $0.03 [3]. - Management indicated that a decrease in price and mix contributed to a $14 million decline during the quarter, primarily due to paper and pulp prices in Europe [3]. Group 3: Future Expectations - The company expects ongoing challenges in Europe to continue into the fourth quarter, but these are anticipated to be mitigated by increasing volumes in Latin America and North America [4]. - Sylvamo Corporation, founded in 1898 and headquartered in Memphis, specializes in the production and sale of uncoated paper and pulp across Europe, Latin America, and North America [4].

Summary of Shennan Circuit Conference Call Company Overview - **Company**: Shennan Circuit (002916.SZ) - **Industry**: Printed Circuit Board (PCB) and Copper Clad Laminate (CCL) Key Points Incentive Plan - Shennan announced a Phase II Restricted Stock Incentive Plan, granting **15.16 million shares** (2.27% of total issued capital) to **667 key personnel** at a price of **RMB 114.72/share** [1][2] - The plan aims to align key talent with shareholder interests during the AI upcycle, with stringent unlocking criteria including: - Recurring net profit CAGR of **≥13%** compared to 2024 - Continuous ROE improvement to **>12.8%** by 2028 - Performance in the **75th percentile** of industry peers [1][2] Financial Performance Expectations - The incentive scheme is designed to ensure double-digit year-on-year growth during **2026-2028E** and to outperform major peers [2] - The exercise price reflects a **40% discount** from the closing price of **RMB 191.2/share** prior to the announcement [2] Market Position and Valuation - Shennan's target price is set at **RMB 281**, indicating an expected share price return of **46.1%** and a total return of **47.1%** [3] - The company is positioned as a key player in the domestic AI server and auto segments, contributing over **55%** of total PCB sales [7] - The target PE of **48x** forward reflects a **40-50% premium** to the sector average, justified by Shennan's leading position and technology leadership [7] Risks - Potential downside risks include: - Slower-than-expected growth in the China AI server market - Weaker demand for auto and ADAS systems - Lower-than-expected profits from the new plant in Wuxi - Higher laminate cost inflation [8] Conclusion - The recent stock price retreat of over **20%** from the year-to-date peak in early October has led to a reiteration of the **Buy** rating [1]

Tuesday delivers an unprecedented convergence of major economic releases packed into a two-hour window that could significantly influence year-end market direction. The November jobs report at 8:30am will provide comprehensive employment insights including nonfarm payrolls, unemployment rate, and wage growth trends that determine consumer spending capacity heading into 2026. Strong employment data could validate the Fed's cautious stance from last week's meeting, while weakness could raise concerns about ec ...