Billionaire Stanley Druckenmiller is pouring millions of dollars into a growth stock listed as a “buy” by some of America’s biggest banks and investment firms.A new 13F filing from Druckenmiller’s Duquesne Family Office reveals the firm bought 4,619 shares of MercadoLibre (MELI) in Q3 2025. The purchase amounts to about $11.09 million and continues a buying spree that began in Q2 2024 amounting to about $101 million and 58,344 shares.MercadoLibre is Latin America’s leading e-commerce and fintech platform, t ...

Analysts like Carrier stock. Of the 22 rated, 12 rate it a Buy (4.00 out of 5), with a target price of $72.85, well above its current share price.OTM (out of the money) by 6.5%, the $1.80 ask price is just 3.35% of its Dec. 19 closing share price. You can double your money by selling the call before expiration if the share price appreciates by $5.14 (9.6%) over the next two months. The expected move is $5.27, so it’s possible.I wrote about Carrier in April 2024, suggesting that “Carrier is a sensible long-t ...

Core Viewpoint - A securities class action has been filed against Klarna Group plc, alleging that the company's offering documents for its September 2025 IPO misrepresented the risks associated with its lending practices, particularly regarding credit losses [1][2][3]. Group 1: Legal Action and Allegations - The class action lawsuit, Nayak v. Klarna Group plc, seeks to represent investors who acquired Klarna securities during its IPO, which involved the issuance of over 34 million shares at $40 each [1][2]. - The lawsuit claims that Klarna's offering documents materially understated the credit risks involved in lending to financially unsophisticated clients, which could lead to significant losses [3][4]. - The lead plaintiff deadline for the class action is set for February 20, 2026, and investors are encouraged to contact the law firm Hagens Berman for assistance [2]. Group 2: Financial Performance and Market Reaction - Klarna reported a 102% year-over-year increase in its provision for credit losses in Q3 2025, alongside a significant rise in operating losses, which contributed to a sharp decline in its stock price [4][5]. - Following the Q3 financial results announcement on November 18, 2025, Klarna's share price fell to $31.63, approximately 20% below the IPO price [4]. Group 3: Transparency and Investor Concerns - The lawsuit raises concerns about the transparency of Klarna's financial disclosures, particularly regarding the timing of the reported increase in credit loss provisions relative to the IPO [5]. - Hagens Berman emphasizes the importance of transparency in IPO settings, questioning whether the risks had already materialized by the time of the IPO [5].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Klarna Group plc due to allegations of violations of federal securities laws related to misleading statements and inadequate disclosures regarding loss reserves following its IPO [2][4]. Group 1: Legal Investigation and Claims - The firm is encouraging investors who suffered losses in Klarna to contact them to discuss their legal options, particularly those who purchased securities in connection with Klarna's September 2025 IPO [1][2]. - A federal securities class action has been filed against Klarna, with a deadline of February 20, 2026, for investors to seek the role of lead plaintiff [2][6]. - The complaint alleges that Klarna and its executives materially understated the risk of increased loss reserves shortly after the IPO, which they either knew or should have known [4]. Group 2: Financial Performance and Market Reaction - Klarna reported a net loss of $95 million in its third quarter, while setting aside $235 million for loan loss provisions, which exceeded analyst estimates of $215.8 million [5]. - Provisions for loan losses represented 0.72% of gross merchandise volume, an increase from 0.44% a year ago, indicating a growing concern over credit risk [5]. - Following the announcement of these financial results, Klarna's stock fell by 9.3% on November 18, 2025 [5].

Core Insights - Robinhood has experienced a significant increase in stock performance, with a 222% year-to-date gain, although it remains over 20% below its all-time high [1] - The company faces challenges in sustaining its growth, particularly in the crypto segment, as competition increases and revenue growth slows [7][10] Financial Performance - In Q3, Robinhood reported total revenue of $1.27 billion, with $268 million derived from crypto trading, marking a year-over-year increase of over 300% in that segment [5] - The average revenue per user reached $191, reflecting an 82% year-over-year increase, indicating strong user engagement [15] Crypto Revenue Trends - The crypto transaction revenue is expected to decelerate, with concerns about the volatility of Bitcoin impacting future growth [3][10] - Historical data shows that Robinhood's crypto revenue peaked during a boom, with a notable 860% year-over-year growth in Q3 2021, but faced stagnation during the subsequent crypto winter [8][9] Robinhood Gold Subscription - The Robinhood Gold subscription plan has gained traction, with a 77% year-over-year increase in subscribers, reaching 3.9 million [12] - This subscription model is a significant revenue driver, offering perks that encourage users to increase their trading activity [13][14] - The company anticipates that Robinhood Gold will become a more prominent focus in future communications, highlighting its importance as a growth catalyst [11][15]

Group 1: Major Upcoming IPOs - Reliance Jio is expected to debut in 2026 with a valuation between Rs 11 lakh crore and Rs 12 lakh crore, potentially becoming the largest IPO in India [2][11] - The National Stock Exchange of India (NSE) is preparing for its IPO after setting aside Rs 1,300 crore to resolve regulatory issues, awaiting a no-objection certificate from Sebi [3][11] - Flipkart aims for a 2026 listing with a valuation target of $60 billion to $70 billion, positioning itself as a major tech IPO in India [4][11] Group 2: Fintech and Other Sectors - PhonePe has filed confidential draft papers for a $1.5 billion IPO, targeting a valuation of $15 billion, marking a significant moment for the digital payments sector [5][11] - OYO is planning an IPO to raise up to $800 million, focusing on business stability and profitability after previous delays [6][11] - SBI Mutual Fund is considering an IPO of up to $1.2 billion in the first half of 2026, reflecting growth in the mutual fund industry [7][11] Group 3: Additional Companies Preparing for IPOs - Hero Fincorp plans an IPO of Rs 3,668.13 crore, including a fresh issue of Rs 2,100 crore, amid concerns over unsecured lending [8][11] - Navi Technologies is targeting a public listing in the second half of FY26, focusing on personal loans, home loans, and insurance [9][12] - Zepto aims to raise between $450 million and $500 million (approximately Rs 4,000 crore to Rs 4,440 crore) through its IPO, as competition in the quick-commerce sector intensifies [10][12] - Consumer electronics brand boAt is preparing for a listing, targeting a fundraise of $300 million to $500 million at a valuation exceeding $1.5 billion [11][12]

Last year, DL News attempted to predict the top three DeFi trends for 2025. We forecast that traditional finance would enter DeFi at an unprecedented pace, more protocols would launch their own blockchains, and financial technology firms would incorporate DeFi into their offerings at scale. Well, we did quite well. In 2025, we saw banks launch stablecoins, asset managers allocate billions of dollars to DeFi lenders, and Wall Street firms pile into tokenised assets. In January, Coinbase kicked off the ...

IPO Overview - The Indian primary market is expected to be busy in 2026, with over 190 companies either cleared or in the approval queue, aiming to raise more than Rs 2.5 lakh crore [11] - Reliance Jio is anticipated to dominate the IPO calendar, with a valuation between Rs 11 lakh crore to Rs 12 lakh crore, potentially becoming India's largest IPO [11] - The National Stock Exchange of India (NSE) is gaining momentum for its IPO, having set aside Rs 1,300 crore to settle regulatory matters, with expectations for a no-objection certificate from Sebi soon [11] Consumer Internet and Technology Companies - Flipkart is preparing for a 2026 listing, targeting a valuation of $60 billion to $70 billion, and is expected to be one of the largest technology offerings from India [3][11] - PhonePe has filed confidential draft papers for a $1.5 billion IPO, valuing the company at around $15 billion, marking a significant milestone for India's fintech sector [4][11] Hospitality and Financial Services - OYO is preparing for an IPO that could raise up to $800 million, focusing on stabilizing its business and improving profitability [6][11] - SBI Funds Management is considering raising up to $1.2 billion through an IPO in the first half of 2026, backed by State Bank of India and Amundi [7][11] Lending and Fintech - Hero Fincorp plans to raise Rs 3,668.13 crore through its IPO, consisting of a Rs 2,100 crore fresh issue and an offer for sale by existing shareholders [7][11] - Navi Technologies is targeting a listing in the second half of FY26, expanding across personal loans, home loans, and insurance [8][11] Quick-Commerce and Consumer Electronics - Zepto is preparing to refile its draft papers, looking to raise $450 million to $500 million (approximately Rs 4,000 crore to Rs 4,440 crore) [9][11] - boAt aims to raise $300 million to $500 million at a valuation of over $1.5 billion, having finalized major investment banks for its IPO [10][11]

Core Viewpoint - A class action has been filed against Coupang, Inc. for failing to disclose a significant cybersecurity event that impacted the company, leading to a decline in stock price and harming investors [2]. Group 1: Class Action Details - The class action is on behalf of all investors who purchased Coupang securities between April 6, 2025, and December 16, 2025 [1]. - Robbins LLP is investigating allegations that Coupang had inadequate cybersecurity protocols, allowing a former employee to access sensitive customer information for nearly six months without detection [2]. - The complaint states that Coupang did not report the data breach in compliance with applicable reporting rules, which heightened the risk of regulatory and legal scrutiny [2]. Group 2: Participation and Representation - Shareholders interested in serving as lead plaintiff for the class action should contact Robbins LLP, as the lead plaintiff represents other class members in directing the litigation [3]. - Investors do not need to participate in the case to be eligible for recovery, and they can remain absent class members if they choose not to take action [3]. Group 3: Company Background - Coupang is described as one of the fastest-growing technology and commerce companies globally, offering services in retail, restaurant delivery, video streaming, and fintech under various brands [1].

Hello and welcome to market domination. I'm Josh Lipton live from our New York headquarters. This is now our go down to the closing balance stocks higher here.The Dow's up about 270 points. The S&P 500, your broad gauge is up about 3/10en of a percent and your tech heavy NASDAQ that's up about 2/10en of a percent. Let's talk in now Enzay.Enz, what are you watching in the market. >> Josh, could this be the start of a Santa rally. As you just mentioned, the Dow up uh 270 points, the NASDAQ up as well, and the ...