U.S. equities continued their upward trajectory in afternoon trading on Wednesday, November 26, 2025, with major indexes extending a multi-day winning streak. Investor optimism was largely buoyed by increasing expectations for a Federal Reserve interest rate cut in December, coupled with a series of dovish economic data releases. Technology stocks were particularly strong performers, driving much of the market's gains as the holiday-shortened week progressed.Afternoon Trading Overview and Major IndexesAs th ...

Core Viewpoint - SuperX AI Technology Limited has authorized a share repurchase program of up to $20 million, reflecting confidence in its strategic direction and market opportunities in global AI infrastructure [1][2]. Group 1: Share Repurchase Program - The share repurchase program is aimed at enhancing long-term shareholder value and strategically deploying capital while maintaining balance sheet strength for rapid expansion [2]. - Repurchases may occur on the open market or through privately negotiated transactions, adhering to applicable securities laws [3]. Group 2: Company Overview - SuperX AI Technology Limited is an AI infrastructure solutions provider, offering a range of proprietary hardware, advanced software, and end-to-end services for AI data centers [4]. - The company's core products include high-performance AI servers, 800 Volts Direct Current solutions, high-density liquid cooling solutions, and AI cloud services [4].

Internal workings of a computer situated behind the word "AI." Key Points NuScale Power holds the only certified small modular reactor design and recently secured a commercial agreement to deploy at a massive scale. MP Materials has solidified its position as a strategic asset with government pricing support, ensuring revenue and a balance sheet ready for vertical expansion. USA Rare Earth is closing the domestic supply chain loop with a key acquisition and remains on track to commission its magnet man ...

Bitcoin miner-turned-AI factory TeraWulf (Nasdaq: WULF) has set Dec. 9 as the mandatory conversion date for all outstanding Series A Convertible Preferred Stock after its shares traded above 130% of the conversion price, the company announced on Tuesday. TeraWulf called the conversion after its common stock exceeded the $10 threshold for at least five trading days between Nov. 4 and Nov. 24, as outlined in its Certificate of Designations filed in 2022. Each preferred share will convert into 141.9483 commo ...

Core Insights - Cipher Mining's contracted AI hosting revenue has surpassed its entire market value, indicating strong growth potential in the AI infrastructure sector [1] Group 1: Company Overview - Cipher Mining (CIFR) is positioned favorably within the AI infrastructure investment landscape, with its revenue metrics suggesting a significant undervaluation [1] Group 2: Financial Metrics - The company's contracted AI hosting revenue now exceeds its market value, highlighting a potential investment opportunity for stakeholders [1]

TV host Jim Cramer issued a stark warning to investors regarding Dutch AI infrastructure company, Nebius Group N.V. (NASDAQ:NBIS) , and other similar companies, citing significant losses tied to hype-driven capex and losses resulting from the same.Warns Of ‘Capital Destruction’On Thursday, in a post on X, Cramer said, “The pain in the NBIS's is not over,” referring to the Amsterdam-based AI infrastructure play, and others just like it, which continue to post operating losses, amid growing capex, while their ...

Bitcoin (BTC) mining is no longer lucrative and several leading energy and digital infrastructure companies are exiting operations to pivot to artificial intelligence (AI). The process of Bitcoin mining involves miners using high-end computing power to solve complex cryptographic functions so that you can verify and add blocks containing BTC transactions to the chain. In exchange for securing the Bitcoin network, miners receive rewards in the form of BTC. Related: Veteran trader who called 2018 Bitcoin co ...

Core Insights - Nebius Group N.V. is experiencing financial losses and is considered "too speculative" by Jim Cramer, who recommends Dell Technologies as a more stable investment option [1] - Nebius reported third-quarter revenue of $146.1 million, which fell short of analyst expectations of $155.11 million [1] - The company posted an adjusted loss of 40 cents per share, which was better than the anticipated loss of 49 cents per share [2] - Nebius has initiated an at-the-market equity program for up to 25 million shares [2] Price Action - Nebius shares increased by 5% to close at $95.07 [5] - Dell shares decreased by 2.7% to close at $119.38 [5] - Kenvue shares fell by 1.1% to settle at $16.06 [5] Analyst Ratings - Barclays analyst Lauren Lieberman maintained an Equal-Weight rating on Kenvue and raised the price target from $17 to $18 [3]

Core Investment Insights - The stock market has experienced significant growth, largely driven by artificial intelligence, but signs of overvaluation are emerging in the technology sector [1][2] - Several stocks are identified as having egregious valuations that could lead to substantial losses for investors [2] IonQ - IonQ has seen its stock price increase over 700% in the past three years due to excitement around quantum computing [3] - The current market cap is $17 billion, with a price of $49.12 and a staggering price-to-sales ratio of 149 based on projected revenue of $110 million in 2025 [4][5] - The company faces high competition and an unpredictable market, suggesting more downside risk than upside potential [6] Palantir Technologies - Palantir has emerged as a leader in AI software, with its stock price increasing by 2,000% over the past three years following the launch of its AIP platform [7][9] - The current market cap is $399 billion, with a price-to-sales ratio of 114 and a price-to-earnings ratio of 407, indicating that the stock may be overvalued [8][10] - The stock's valuation reflects expectations of future success, posing significant downside risk if growth slows [10] CoreWeave - CoreWeave's stock has nearly doubled since its public debut, driven by demand for AI infrastructure [11] - The current market cap is $37 billion, with a trailing 12-month revenue of $4.3 billion but a free cash flow loss of $8 billion [12][13] - The company has over $18 billion in long-term debt and is unlikely to achieve profitability soon, raising concerns about its high market valuation [14] Lucid Group - Lucid Group has struggled to maintain its stock value, which has dropped 88% over the past three years despite positive reviews for its Lucid Air model [15][16] - The stock currently trades at over 21 times trailing 12-month sales, making it one of the most expensive automotive stocks [17] - The expiration of the federal EV tax credit and economic pressures on consumers further complicate the company's growth prospects [17]

Core Insights - The stock market is experiencing a pullback, particularly affecting AI and big tech stocks ahead of Nvidia's earnings release, presenting a potential buying opportunity for long-term investors [1][4][10] - Taiwan Semiconductor Manufacturing Co. (TSMC) and Vertiv are highlighted as strong AI-related investment options [2][7] Group 1: Market Overview - Wall Street's recent sell-off is driven by concerns surrounding AI stocks, particularly as Nvidia's earnings report approaches [1][4] - Despite the pullback, the Nasdaq remains significantly up, with a 45% increase since early April and a 17% rise in 2025 [3] - The market's current state is characterized by extreme fear, as indicated by CNN's Fear and Greed Index, suggesting a potential contrarian buying opportunity [10] Group 2: Taiwan Semiconductor Manufacturing Co. (TSMC) - TSMC holds a dominant position in the semiconductor industry, with a 60% share of the foundry market and 90% of advanced chip manufacturing [12][11] - The company is projected to grow its revenue by 34% in FY25 and 21% in FY26, increasing from $90 billion in 2024 to $145 billion in 2025 [16] - TSMC's adjusted earnings per share (EPS) is expected to grow by 45% in FY25 and 20% in FY26, with a recent upward revision of 12% for FY26 [16][17] - The stock is currently trading at a 15% discount to the tech sector and 30% below its highs, making it an attractive buy [21][20] Group 3: Vertiv Holdings Co. - Vertiv is recognized for its AI infrastructure solutions and has a strong partnership with Nvidia, addressing critical challenges in AI data centers [22][26] - The company anticipates revenue growth of 28% in 2025 and 21% in 2026, reaching $12.32 billion, more than doubling its sales from 2022 [26] - Vertiv's adjusted EPS is projected to grow significantly, with a 44% increase in 2025 following a 236% expansion in 2023 [26][27] - The stock has shown impressive performance, skyrocketing 1,100% in the past three years, and is currently trading at a 25% discount to its highs [27][29]