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X @TechCrunch
TechCrunch· 2025-12-02 22:34
Kalshi raises $1B at $11B valuation, doubling value in under two months https://t.co/k5rJ9wRQyF ...
X @Forbes
Forbes· 2025-12-02 04:00
ElevenLabs has raised more than $300 million in all, soaring to a $6.6 billion valuation in October to become one of Europe’s most valuable startups.Full story: https://t.co/2lNOniP86F📸: Cody Pickens for Forbes https://t.co/4yS78N7E8m ...
Should You Buy Citigroup Stock While It's Below $103?
The Motley Fool· 2025-12-01 16:47
Citigroup is a large and well-known bank, but is it worth buying while the stock is trading so close to its 52-week high?Citigroup (C 0.41%) is a household name in the banking sector, though its business spans well beyond the local corner bank. The 2.3% dividend yield isn't huge on an absolute basis, but it is roughly in line with the yield of the average large bank and nearly twice the 1.2% or so yield you would collect from the S&P 500 index.There's a good reason why dividend investors might be interested ...
Sundar: We’re moving from infrastructure to the application layer
CNBC Television· 2025-12-01 12:17
people at data bricks, they seem to have a pretty nice holiday valuation going up. You've been on the show before talking about just the number of software companies that are private, like about 90% or so are private. These valuations, they just keep surging higher.What does that mean for investors of both the private markets and the public markets. >> Yeah, look, I think it's the number one question that we're all grappling with, whether it's public or private, are the valuations that we're seeing within t ...
拼多多:2026 年估值上行空间不明,中国核心营收增速放缓且 Temu 面临压力
2025-12-01 01:29
Asia Pacific Equity Research 25 November 2025 PDD HOLDINGS INC Neutral PDD, PDD US Price (24 Nov 25): $113.49 revenue growth in China and headwinds for Temu ▲ Price Target (Dec-26): $130.00 Prior (Jun-26): $125.00 China Style Exposure | Quant | Current | | Hist %Rank (1=Top) | | | | --- | --- | --- | --- | --- | --- | | Factors | %Rank | 6M | 1Y | 3Y | 5Y | | Value | 12 | 8 | 14 | 24 | 51 | | Growth | 22 | 15 | 4 | 19 | 91 | | Momentum | 30 | 85 | 44 | 3 | 20 | | Quality | 5 | 9 | 7 | 72 | ਰੇਰੇ | | Low Vol ...
Evercore ISI Cuts Alexandria Real Estate Price Target Ahead of Investor Day
Financial Modeling Prep· 2025-11-28 21:00
Core Viewpoint - Evercore ISI has lowered its price target for Alexandria Real Estate Equities to $72 from $74 while maintaining an Outperform rating, indicating a cautious but positive outlook ahead of the company's annual investor day on December 3 [1] Group 1: Company Performance - Alexandria Real Estate Equities has faced weak fundamentals in the lab space, strained capital markets for life sciences and biotech firms, and deteriorating portfolio metrics, leading to a nearly 50% decline in shares year-to-date, which has pushed the dividend yield to approximately 10% [2] - The firm has slightly reduced its 2026 FFO forecast to $6.52 from $6.55 and its 2027 estimate to $7.05 from $7.36, primarily due to lower starting cash rents and higher operating costs [3] Group 2: Market Positioning - Despite the lowered estimates, Evercore maintains an Outperform rating, citing low expectations ahead of the investor day and an attractive valuation, with the stock trading at just 9.5 times its new 2027 AFFO estimate compared to a REIT sector average of 19.6 times [3]
Stocks that dipped the most were grotesquely over-valued, says David Bahnsen on November markets
CNBC Television· 2025-11-28 18:55
Joining us now, David Bonson from the Bonsson Group and Michael Farre from Far Miller in Washington. It's great to have both of you here. David, I'm going to start this conversation with you because we have seen dip buying.Uh we have seen a little bit of a rebound here, particularly in some of these big tech names uh into months end. You're saying don't buy the dip. Why.Well, I think that the names that have dipped the most are grotesqually overvalued, and they could easily catch a bid and rally, but it's e ...
Palantir has worst month in two years as AI stocks selloff
CNBC· 2025-11-28 18:44
Core Insights - Palantir Technologies experienced a significant decline in stock value, dropping 16% in November 2023, marking its worst month since August 2023, primarily due to investor concerns over AI stock valuations [1][2][5] - Despite strong third-quarter earnings and revenue, with a second consecutive quarter of $1 billion revenue, valuation fears led to a selloff post-earnings [2][3] - Notable investor Michael Burry has taken a short position against Palantir, contributing to negative sentiment around the stock [3][4] Financial Performance - Palantir reported third-quarter earnings that exceeded Wall Street expectations, achieving $1 billion in revenue for the second straight quarter [2] - The company's stock is currently trading at 233 times forward earnings, significantly higher than competitors like Nvidia and Alphabet, which trade at approximately 38 times and 30 times, respectively [6] Market Sentiment - Analysts from Jefferies and RBC Capital Markets expressed concerns over Palantir's "extreme" valuation and "increasingly concentrated growth profile," suggesting better risk-reward opportunities in other AI stocks like Microsoft and Snowflake [3] - The broader AI sector faced a selloff in November, with Nvidia down over 12% and Microsoft and Amazon each dropping about 5% [5] Strategic Developments - Despite the stock decline, Palantir secured new contracts, including a multi-year agreement with PwC to enhance AI adoption in the U.K. and a deal with FTAI for aircraft engine maintenance [4] - CEO Alex Karp defended the company's valuation and criticized Burry's actions as "market manipulation," asserting that Palantir is providing investment opportunities previously limited to top venture capitalists [4][7]
Costco vs. Walmart: Which Retail Giant Should You Buy?
The Motley Fool· 2025-11-28 13:30
Choosing between the two retailers may come down to valuation.Economic indicators point to uncertainty, but you would not know that from the financial results of Walmart (WMT +1.96%) and Costco (COST +1.56%). Despite being mature companies, these enterprises continue to post rising sales and improving profits.Such results may indicate that both stocks are buys. However, given the state of both Walmart and Costco, one likely stands out over the other. The stock to chooseUnder current circumstances, investors ...
X @wale.moca 🐳
wale.moca 🐳· 2025-11-28 06:22
Okay so I'm not a fan of the Infinex ICO.People can get in at $300M USD FDV if they lock their tokens up for a year.Locking up anything for such a period at this type of valuation is a gamble at best.Or at $1B USD with instant unlock, but with limited upside (if any).Now here's the thing:Their Infinex Patrons NFTs currently imply a FDV of $545M USD *but* are highly illiquid.So in theory you get in at a 40% discount (I'm being very very generous here) but you only get your tokens in 12 months.Look at the rec ...