Core Viewpoint - The Guizhou Provincial Government has issued a three-year action plan to expand private investment, aiming for private investment growth to exceed the overall fixed asset investment growth by 2027, with a target of private investment accounting for approximately 42% of total fixed asset investment [1] Group 1: Private Investment Growth - By 2027, the growth rate of private investment in Guizhou is expected to surpass the growth rate of total fixed asset investment [1] - The plan sets a target for private investment to reach about 42% of total fixed asset investment [1] Group 2: Digital Transformation and Industry Support - The action plan emphasizes the involvement of private enterprises in the "Smart Guizhou" initiative [1] - It includes the implementation of the "Artificial Intelligence +" initiative to promote the application of large models in industries such as sauce-flavored liquor, chemicals, and energy [1] - Support will be provided for leading private enterprises and service providers to build comprehensive digital empowerment platforms [1] Group 3: Infrastructure and Resource Development - The plan encourages qualified private enterprises to invest in the construction of computing power infrastructure [1] - It aims to accelerate the large-scale and green development of computing power resources [1] - The initiative will leverage the national integrated computing power network hub in Guizhou to explore collaborative development mechanisms for computing and electricity [1]

Core Insights - National Research Corp. (NRC) is identified as a high-quality subscription business with a modest EBITDA multiple, currently transitioning from contraction to growth [1] - The investment strategy focuses on identifying mispriced opportunities in the market, particularly in cyclical industries, energy, industrials, and under-followed mid-caps [1] - The approach emphasizes cash flow durability, balance sheet strength, and the risks associated with different capital structures, aiming to capitalize on situations where market sentiment lags behind reality [1] Company Analysis - NRC's fundamentals are showing signs of improvement, suggesting a potential inflection point that the market may recognize early [1] - The company is positioned in a sector where expectations can often become detached from actual performance, creating investment opportunities [1] - The focus on asymmetric setups indicates that NRC may have already faced market punishment while its fundamentals are stabilizing or improving [1]

We recently published 9 Stocks Jim Cramer Talked About.  Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer talked about recently. Tesla, Inc. (NASDAQ:TSLA) came under the attention of investment bank UBS earlier this month after the bank reiterated a Sell rating on the shares and kept a $247 share price target. As part of its coverage, UBS pointed out that it now expects the firm to deliver 415,000 vehicles in the fourth quarter, which was down from an earlier estimate of 429,000 units. The bank a ...

Core Insights - Digi Power X, Inc. (DGXX) is experiencing a significant transformation that is positively impacting its share performance, with a year-over-year increase of 37.70% and a year-to-date surge of 75.33% [1] Company Performance - DGXX is currently classified as a penny stock, indicating its share price is relatively low compared to larger companies [1]

Core Viewpoint - The company aims to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing the risk of principal loss [1] Group 1 - The service offers subscribers access to exclusive investment ideas before they are released to the general public, with many ideas not being released at all [1] - Subscribers receive more in-depth research compared to what is available to the general public [1] - A two-week free trial is currently being offered for the service [1]

Market Overview - U.S. stock markets are experiencing mixed premarket activity as 2025 comes to a close, following a three-day losing streak, despite significant annual gains driven by the AI and technology sectors [1][2] - Major U.S. market indexes are set to close 2025 with impressive annual gains: Nasdaq Composite is up approximately 21%, S&P 500 is up around 17%, and Dow Jones Industrial Average has climbed roughly 14% [5] Individual Stock Movements - Nike (NKE) shares rose 1.54% due to a significant stock purchase by CEO Elliott Hill [3] - Intel (INTC) gained 1.34% in premarket trading [3] - Autolus Therapeutics (AUTL) surged 5.35% after receiving a strategic upgrade from Needham & Co. [3] - Vanda Pharmaceuticals (VNDA) experienced a significant jump of 18.7% following FDA approval for its drug [3] - DigitalBridge Group (DBRG) shares surged 9.6% on news of acquisition by SoftBank Group Corp. valued at approximately $4 billion [13] - Ultragenyx Pharmaceutical (RARE) shares plunged 42.3% after disappointing Phase 3 trial results [13] - Tesla (TSLA) forecasted a decrease in fourth-quarter sales, expecting to sell 1.64 million vehicles in 2025 [13] Technology Sector Highlights - Nvidia (NVDA) remains a dominant player in AI, with ByteDance planning to increase spending on Nvidia's AI chips to ¥100 billion ($14 billion) in 2026 [13] - Meta Platforms (META) acquired AI startup Manus for over $2 billion [13] - Caterpillar (CAT) saw stock surges attributed to sales of generators related to AI infrastructure [13] Economic Data and Federal Reserve Insights - Initial Jobless Claims reported at 199,000, below the expected 220,000, indicating a slowing but stable labor market [7] - The Federal Reserve's recent meeting minutes revealed a divided debate on interest rate cuts, with expectations for further reductions in 2026 [6]

The major U.S. index futures are currently pointing to a slightly lower open on Wednesday, with stocks likely to see further downside after ending yesterday's choppy session modestly lower.Stocks may extend the pullback seen over the past few sessions, which has seen the major averages close lower for three straight days as traders cash in on recent strength in the .Despite the recent weakness, the major averages are still poised to post substantial gains for the full year.The tech-heavy Nasdaq is heading ...

Core Viewpoint - The article discusses the current sentiment in the precious metals market based on the CFTC data, highlighting the potential volatility in asset prices due to uncertainties surrounding the Federal Reserve's leadership and interest rate decisions in 2026 [2][29]. Group 1: Market Sentiment and Predictions - The CFTC data indicates that the market sentiment towards precious metals is currently optimistic, with over half of surveyed retail investors believing that silver prices could reach $100 by 2026 [2][29]. - The article warns that while such targets may seem reasonable, price movements may not be linear, and participants should be cautious of leverage and potential losses [2][29]. - The article notes that both the platinum-to-copper and silver-to-copper ratios are expected to rise sharply in 2025, indicating that copper prices may lag behind precious metals [2][29]. Group 2: CFTC Data Insights - As of December 16, the net long positions for various metals show a mixed trend: gold's net long positions increased by 7.6%, while silver's decreased by 13.2% [4][8]. - The net long positions for platinum increased by 11.9%, while copper's net positions turned positive after being negative for a long time [11][14]. - The article highlights that the sentiment towards copper is overly optimistic, as short positions have reached their lowest level since 2007, suggesting a potential market correction [2][17]. Group 3: Interest Rate Outlook - The market anticipates a near 50% chance of a rate cut by the Federal Reserve in March 2026, with expectations of further cuts in April [22][29]. - There is speculation that the Fed may begin raising rates again in 2027, which could impact the ongoing commodity bull market [3][29]. - The article emphasizes the importance of monitoring the Fed's actions and the potential implications for asset prices, particularly in the context of inflationary pressures [30][29]. Group 4: Investment Strategies - The article suggests that investors should be cautious in the first half of 2026 due to expected price volatility and the need for careful leverage management [2][29]. - It also mentions that the gold-to-North American mining stock ratio has remained stable, indicating that mining stocks have underperformed relative to gold prices over the past few years [20][21]. - The article advises tracking overseas mining stock prices as a forward-looking tool to gauge market sentiment and potential price movements in gold [21][29].

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here. So, let's get to Kevin Green who joins me now. And, uh, we've got a little bit more data out this morning.I saw we got some Chicago PMIs, which picked up. Uh, we got some housing data. Just run us through what you're seeing as far as some of the economic updates this morning, KG.>> Yeah, the Chicago PMI PMIs came in a lot better than the street's expectations, coming in at 43.5%. Street was looking for 39.8%. Now, one thing to note, Chicago PMIs have been in contractionary territory for almost two and ...