NEW YORK, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against MoonLake Immunotherapeutics (NASDAQ: MLTX) and certain of the Company’s senior executives for potential violations of the federal securities laws.
If you invested in MoonLake, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/moonlake-immunotherapeutics-class-action-lawsuit.
Investors have until December 15, 2025, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in MoonLake common stock. The case is pending in the U.S. District Court for the Southern District of New York and is captioned Peters v. MoonLake Immunotherapeutics, et al., No. 1:25-cv-08612.
Why Was MoonLake Sued for Securities Fraud?
MoonLake is a clinical-stage biotechnology company focused on developing therapies for inflammatory diseases. During the relevant period, MoonLake conducted highly anticipated Phase 3 VELA trials for sonelokimab (“SLK”), an investigational therapeutic designed to treat adult participants with moderate to severe hidradenitis suppurativa (“HS”).
MoonLake told investors that its “strong clinical data,” including results from its Phase 2 MIRA trial, translate into “higher clinical responses for patients, and provide ample opportunity for differentiation of sonelokimab versus all competitors.” The Company also stated that SLK’s Nanobody structure differed in beneficial ways from traditional monoclonal antibody treatments from its competitors.
As alleged, in truth, the Company’s clinical data and Nanobody structure did not confer a superior clinical benefit over its competitors, calling into question the drug’s chances for regulatory approval and commercial viability.
The Stock Declines as the Truth Is Revealed
On September 28, 2025, MoonLake reported its week 16 results of the VELA Phase 3 trials. The Company reported disappointing results for both trials, with VELA-2 failing to meet its primary endpoint, calling into question the drug’s chances for regulatory approval and commercial viability. On this news, the price of MoonLake stock fell $55.75 per share, or nearly 90%, from $61.99 per share on September 26, 2025, to $6.24 per share on September 29, 2025, the following trading day.
Click here for more information: https://www.bfalaw.com/cases/moonlake-immunotherapeutics-class-action-lawsuit.
What Can You Do?
If you invested in MoonLake, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against CarMax, Inc. (NYSE: KMX) and certain of the Company’s senior executives for securities fraud after a significant stock drop resulting from the potential violations of the federal securities laws.
If you invested in CarMax, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/carmax-inc-class-action-lawsuit.
Investors have until January 2, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in CarMax securities. The case is pending in the U.S. District Court for the District of Maryland and is captioned Jason Cap v. CarMax, Inc., et al., No. 1:25-cv-03602.
Why is CarMax Being Sued For Securities Fraud?
CarMax sells used cars. During the relevant period, the Company touted the strong and sustainable demand for its cars, driven by factors such as a seamless customer experience.
As alleged, in truth, it appears that the announcement of U.S. tariffs imposed on cars provided a short-term boost to demand, as customers purchased cars prior to the tariffs taking effect.
BFA Law is also investigating the unexpected departure of CEO Bill Nash on November 6, 2025, and whether CarMax properly assessed or reserved for its portfolio of car loans.
Why did CarMax’s Stock Drop?
On September 25, 2025, the Company reported disappointing financial results for the second quarter of its fiscal year 2026. Specifically, CarMax announced sales declines across the board, including a 5.4% decline in retail used unit sales, a 6.3% decline in comparable store used unit sales, and a 2.2% decline in wholesale units. The Company also posted a disappointing second quarter net income of about $95.4 million, down from $132.8 million over the prior year. A main reason for the declines, according to CarMax, was a “pull forward” in demand into the first fiscal quarter due to the announcement of tariffs.
On this news, the price of CarMax stock dropped $11.45 per share, or roughly 20%, from $57.05 per share on September 24, 2025, to $45.60 per share on September 25, 2025.
Then, on November 6, 2025, CarMax announced the unexpected departure of CEO Bill Nash and a weak preliminary Q3 2025 outlook. On this news, the price of CarMax stock dropped over 24%.
Click here for more information: https://www.bfalaw.com/cases/carmax-inc-class-action-lawsuit.
What Can You Do?
If you invested in CarMax you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Stride, Inc. (NYSE: LRN) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws.
If you invested in Stride, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/stride-inc-class-action-lawsuit.
Investors have until January 12, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Stride securities. The case is pending in the U.S. District Court for the Eastern District of Virginia and is captioned MacMahon v. Stride, Inc., et al., No. 1:25-cv- 02019.
Why is Stride Being Sued For Securities Fraud?
Stride is an education technology company that provides an online platform to students throughout the U.S. During the relevant period, Stride stated it was seeing “increasing growth in our business,” “in-year strength in demand” for its products and services, and that its customers and potential customers “continue to choose us in record numbers.”
As alleged, in truth, Stride had inflated enrollment numbers by retaining “ghost students,” ignored compliance requirements for its employees, and had “poor customer experience” that resulted in “higher withdrawal rates,” “lower conversion rates,” and had driven students away.
Why did Stride’s Stock Drop?
On September 14, 2025, a report stated that a complaint had been filed against Stride for fraud, deceptive trade practices, systemic violations of law, and intentional and tortious misconduct. It claimed Stride inflated enrollment numbers by retaining “ghost students” on rolls to secure state funding and ignored compliance requirements, including background checks and licensure laws for its employees. This news caused the price of Stride stock to drop $18.60 per share, or more than 11%, from a closing price of $158.36 per share on September 12, 2025, to $139.76 per share on September 15, 2025.
Then, on October 28, 2025, Stride admitted that “poor customer experience” resulted in “higher withdrawal rates,” “lower conversion rates,” and drove students away. Stride estimated the impact caused approximately 10,000-15,000 fewer enrollments and stated that, because of this, its outlook is “muted” compared to prior years. This news caused the price of Stride stock to drop $83.48 per share, or more than 54%, from a closing price of $153.53 per share on October 28, 2025, to $70.05 per share on October 29, 2025.
Click here for more information: https://www.bfalaw.com/cases/stride-inc-class-action-lawsuit.
What Can You Do?
If you invested in Stride you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Inspire Medical Systems, Inc. (NYSE: INSP) and certain of the Company’s senior executives for securities fraud after a significant stock drop resulting from the potential violations of the federal securities laws.
If you invested in Inspire, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/inspire-medical-systems-inc-class-action-lawsuit.
Investors have until January 5, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Inspire stock. The case is pending in the U.S. District Court for the District of Minnesota and is captioned City of Pontiac Reestablished General Employees’ Retirement System v. Inspire Medical Systems, Inc., et al., No. 0:25-cv-04247.
Why is Inspire Being Sued For Securities Fraud?
Inspire develops and manufactures an implantable medical device for the treatment of sleep apnea. The latest version of the device is the Inspire V. The company announced FDA approval of Inspire V on August 2, 2024.
During the relevant period, Inspire repeatedly assured investors that it had taken all necessary steps to facilitate the launch of Inspire V and that it would launch the device as soon as sufficient inventory was available to meet supposedly high demand.
As alleged, in truth, Inspire failed to take basic steps to prepare clinicians and payors for the rollout, resulting in significant delays in adoption of the device. Moreover, the launch suffered from weak demand, as many customers already had excess inventory of the company’s older devices.
Why did Inspire’s Stock Drop?
On August 4, 2025, Inspire disclosed that the Inspire V launch was facing an “elongated timeframe” and as a result, it was reducing its 2025 earnings per share guidance by more than 80%. The company attributed the longer timeframe to a number of previously undisclosed factors including that many implanting centers “did not complete the training, contracting and onboarding required prior to the purchase and implant of Inspire V,” that certain “software updates for claims submissions and processing did not take effect until July 1, [2025]” which meant implanting centers could not bill for procedures until that date, and that demand for the Inspire V was poor because Inspire’s customers had a backlog of older versions of the company’s device.
On this news, the price of Inspire stock dropped $42.04 per share, or more than 32%, from $129.95 per share on August 4, 2025, to $87.91 per share on August 5, 2025.
Click here for more information: https://www.bfalaw.com/cases/inspire-medical-systems-inc-class-action-lawsuit.
What Can You Do?
If you invested in Inspire you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Synopsys, Inc. (NASDAQ: SNPS) and certain of the Company’s senior executives for securities fraud after a significant stock drop resulting from the potential violations of the federal securities laws.
If you invested in Synopsys, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/synopsys-inc-class-action-lawsuit.
Investors have until December 30, 2025, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Synopsys securities. The class action is pending in the U.S. District Court for the Northern District of California and is captioned Kim v. Synopsys, Inc., et al., No. 3:25-cv-09410.
Why Was Synopsys Sued for Securities Fraud?
Synopsys provides design automation software products used to design and test integrated circuits. The Company’s Design IP segment, which provides pre-designed silicon components to semiconductor companies, has been the Company’s fastest-growing segment, growing from 25% of its revenue in 2022, to 31% in 2024.
During the relevant period, Synopsys told investors that its customers “rely on Synopsys IP to minimize integration risk and speed time to market” and that it was seeing “strength in Europe and South Korea.” Synopsys also stated it was “continuing to develop and deploy[] AI into our products and the operations of our business.”
As alleged, in truth, the Company’s Design IP customers began to require additional customization for IP components, which was deteriorating the economics of its Design IP business and jeopardizing its business model.
The Stock Declines as the Truth Is Revealed
On September 9, 2025, Synopsys released its Q3 2025 financial results, revealing its “IP business underperformed expectations.” The Company reported revenue for its Design IP segment of $425.9 million, a 7.7% decline year-over-year and net income of $242.5 million, a 43% year-over-year decline. The Company revealed that its Design IP customers require “more and more customization,” which “takes longer” and requires “more resources.” As a result, the Company stated it was having “an ongoing dialogue with our customers” regarding changing its business model. This news caused the price of Synopsys stock to fall $217.59 per share, or nearly 36%, from $604.37 per share on September 9, 2025, to $387.78 per share on September 10, 2025.
Click here for more information: https://www.bfalaw.com/cases/synopsys-inc-class-action-lawsuit.
What Can You Do?
If you invested in Synopsys you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Jefferies Financial Group Inc. (NYSE: JEF) and Point Bonita Capital for potential violations of the federal securities laws after SEC probe is revealed.
If you invested in Jefferies or Point Bonita, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/jefferies-financial-group-inc-class-action.
Why are Jefferies and Point Bonita being Investigated?
Jefferies is an investment banking and capital markets firm. Its trade finance arm is named Point Bonita Capital. Jefferies and Point Bonita were two of the closest banking and financing partners of First Brands Group, LLC, an auto parts supplier which collapsed into bankruptcy in September 2025.
On October 8, 2025, Jefferies announced that it and Point Bonita had approximately $715 million in exposure to First Brands’ receivables, which represents roughly 25% of Point Bonita’s trade finance portfolio. On this news, the price of Jefferies stock fell $4.66 per share, or about 8%, from $59.10 per share on October 7, 2025, to $54.44 per share on October 8, 2025. Investors are reportedly currently seeking redemptions from Point Bonita as well.
On November 27, 2025, it was reported that the SEC is seeking information about whether Jefferies gave investors in its Point Bonita fund enough information about their exposure to the auto business, which filed for bankruptcy in September with $12bn in debt. It was also reported that the SEC is also looking into internal controls and potential conflicts within and between different parts of the bank.
BFA is currently investigating whether Jefferies and/or Point Bonita made materially false and misleading statements to investors in connection with this significant exposure to First Brands and the subsequent SEC probe into the company.
Click here for more information: https://www.bfalaw.com/cases/jefferies-financial-group-inc-class-action.
What Can You Do?
If you invested in Jefferies or Point Bonita you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Alexandria Real Estate Equities, Inc. (NYSE: ARE) and certain of the Company’s senior executives for securities fraud after a significant stock drop resulting from the potential violations of the federal securities laws.
If you invested in Alexandria Real Estate, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/alexandria-real-estate-class-action-lawsuit.
Investors have until January 26, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Alexandria Real Estate securities. The case is pending in the U.S. District Court for the Central District of California and is captioned Hern v. Alexandria Real Estate Equities, Inc., et al., No. 2:25-cv- 11319.
Why is Alexandria Real Estate Being Sued For Securities Fraud?
Alexandria Real Estate is a real estate investment trust. Its tenants are concentrated in life science industries, such as pharmaceutical and biotechnology companies.
During the relevant period, Alexandria Real Estate touted its leasing volume and development pipeline, specifically regarding a property in Long Island City, New York, stating that leasing volume was “solid” and its pipeline was “well positioned to capture future demand when expansion needs arise.”
As alleged, in truth, Alexandria Real Estate was experiencing lower occupancy rates and slower leasing activity such that it was required to take a real estate impairment charge of $323.9 million with $206 million attributed to its Long Island City property.
Why did Alexandria Real Estate’s Stock Drop?
On October 27, 2025, Alexandria Real Estate announced results below expectations for 3Q 2025 and cut guidance for the remainder of the fiscal year. The company attributed the results to lower occupancy rates and slower leasing activity. It also announced a real estate impairment charge of $323.9 million with $206 million attributed to its Long Island City property, stating that the property was not a life science destination that could scale. Alexandria Real Estate also announced additional impairment charges that may be recognized in 4Q 25 ranging from $0 to $685 million. This news caused the price of Alexandria Real Estate stock to drop $14.93 per share, or more than 19%, from a closing price of $77.87 per share on October 27, 2025, to $62.94 per share on October 28, 2025.
Click here for more information: https://www.bfalaw.com/cases/alexandria-real-estate-class-action-lawsuit.
What Can You Do?
If you invested in Alexandria Real Estate you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
SummaryI see a generational opportunity in quality stocks, defined by high ROE, stable earnings growth, and low debt.Quality stocks have underperformed AI-driven leaders, creating rare relative value and attractive risk/reward for diversified, income-focused investors.My screen highlights 33 U.S. large caps with ≥25% ROE and ≥2% yield, many trading at compelling valuations.With cyclical growth potentially bottoming, quality stocks could outperform as AI mania broadens and market leadership rotates beyond big tech. Alexey_Fedoren/iStock via Getty Images
Introduction According to this Wikipedia page, a generation is about 20 to 30 years, as that’s the time it usually takes for children to be born, grow up, become adults, and have their own children.
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2025-12-07 12:454mo ago
2025-12-07 07:304mo ago
Silver Price Forecast – ETF Inflows and Supply Deficits Set Stage for $100 Surge in 2026
Silver surged to a record high as soaring ETF inflows, rising industrial demand, expectations of a Fed rate cut, and a falling gold-silver ratio point to a continued rally toward $62 and potentially $100.
Silver (XAG) prices surged to a record high of $59.33 last week, driven by soaring ETF inflows, rising industrial demand, and expectations of a Fed rate cut. In my view, this shift in the macro backdrop sets the stage for a continued rally toward $62 and potentially $100 in the coming months. This article presents the key macro drivers, technical breakout patterns, and confirmation signals that support this bullish outlook.
Macro Forces Align to Fuel Silver’s Breakout in 2025
A mix of monetary, structural, and geopolitical forces drives silver’s surge in 2025. The metal hit a record high of $59.33 last week and is on pace for its second-best year ever. This momentum reflects deep shifts in both investor positioning and industrial supply dynamics.
ETF Inflows, Fed Policy, and Monetary Shifts Support the Rally
The silver rally is supported by capital flowing into silver‑backed ETFs. The chart below shows that investors added 15.7 million ounces in November, marking the largest monthly inflow since July. ETF demand has increased in 9 of the past 11 months, highlighting persistent institutional interest.
Moreover, call-option premiums have also surged. Silver skew jumped to its highest level since March 2022, indicating that bullish bets are becoming increasingly expensive. This surge in positioning signals growing conviction that silver’s breakout is more than just a speculative spike.
On the other hand, rate cut expectations are also fuelling the silver surge. Markets are pricing in an 86% chance of a 25 basis point cut at the Fed’s December 10 meeting.
This follows weak U.S. jobs data and delayed economic releases after the recent government shutdown. Moreover, President Trump’s push for a dovish Fed chair further supports this backdrop.
In November, the Secured Overnight Financing Rate (SOFR) briefly spiked to 4.10%. It increased above the Fed’s standing repo rate of 4.00%, signaling short-term funding stress. Although SOFR has since retreated to around 3.90%, the earlier dislocation added a layer of volatility. This volatility supported precious metals.
Supply Deficits and Geopolitical Risks Add Structural Tailwinds
Moreover, structural supply constraints are also driving prices. Despite a record flow of silver into London in October to alleviate shortages, inventories in that region increased. However, inventories in China’s Shanghai Futures Exchange have dropped to decade lows. Borrowing costs for physical silver remain high, underscoring tight market conditions.
Furthermore, silver has been in a supply deficit for five consecutive years. Industrial demand from solar panels, EVs, and medical technology continues to outpace mine output. The chart below shows that the solar power market is projected to reach $495.12 billion by 2034. This projected growth in solar PV demand indicates a significant surge in silver demand.
The market is also responding to geopolitical shifts. After silver was added to the U.S. critical minerals list, traders began to fear possible export tariffs. This has created hesitancy among suppliers and added a geopolitical premium to prices. It suggests that silver’s rally is no longer solely driven by safe-haven flows. It reflects long-term scarcity, accelerating industrial demand, and a macro environment that continues to support higher inflation.
These macro forces collectively support a bullish outlook for silver into early 2026. ETF demand, dovish policy, and tightening physical markets are converging at a time when silver’s role as money and metal is more relevant than ever.
Silver Technical Breakout Signals $100 Surge
Despite strong macro support, silver’s price action also reinforces the bullish view. The metal has staged a powerful breakout from a two-year ascending channel, confirming a new leg higher.
After consolidating between $50 and $55 in late October, prices surged above the upper boundary of the long-term channel and are now extending beyond $58. Silver broke above the black dotted trendline on Friday, which marks the extension line of the ascending channel pattern. This breakout pushed the price to a new all-time high of $59.33 per ounce.
The weekly candles show strong momentum, limited pullbacks, and rising volume. The price remains well above all major moving averages, and the structure now targets the psychological $62 level next.
Moreover, the monthly chart for silver shows that the price is breaking a long-term resistance at $50-$55 pivotal zone. This breakout indicates a potential push in silver prices toward $100.
Based on these studies, momentum in the silver market is accelerating. Despite seasonal weakness, prices are producing new highs, indicating that a break above $59.33 could trigger a strong surge toward $62 in the short term. Moreover, a break above $62 will open the door towards the $100 level.
Gold Consolidation Builds Support for Silver Surge
Gold (XAU) continues to support silver’s uptrend, but its momentum has cooled in recent weeks. The price reached a high of $4,380 before entering a bullish consolidation phase. The weekly chart below indicates that the price is currently trading within an ascending broadening wedge pattern. Moreover, the consolidations from the $4380 have formed the symmetrical triangle pattern.
This consolidation suggests that gold is not weakening, but preparing for another potential leg higher. The broader uptrend in gold remains aligned with silver’s breakout. Although silver has outperformed this year, gold and silver are moving in tandem.
Both metals are responding to macroeconomic catalysts, including lower real yields, declining confidence in U.S. debt markets, and rising demand for hard assets. Gold’s continued consolidation above $4,000 provides a stable anchor for silver to lead.
Gold-to-Silver Ratio Breakdown Confirms Silver Leadership
The gold-to-silver ratio has broken down from its rising support line and dropped to 71.9, the lowest level since 2025. This breakdown confirms a major shift in market leadership toward silver. The ratio is now trading below its long-term channel, suggesting that silver could continue to outperform gold in the medium term.
Historically, a falling gold-silver ratio coincides with strong bull markets in precious metals. In this case, silver’s strength is not only relative but also absolute. Moreover, the declining ratio indicates that investors are rotating into silver as gold takes a breather. This shift is reflected in ETF flows and options market dynamics, with silver skew now showing the highest call-option premium since 2022.
Silver Miners Confirm Bullish Price Action
Silver mining stocks are also confirming the bullish tone. Coeur Mining (CDE) increased 3.5%, Pan American Silver (PAAS) gained 2.5%, and Fresnillo Plc surged more than 8% in London trading. In Asia-Pacific markets, Sun Silver Ltd. and Silver Mines Ltd. posted double-digit gains, while China Silver Group Ltd. jumped 14% intraday before paring some of its gains.
The rising equity prices in silver miners support the move in the physical metal. These gains suggest that market participants expect sustained strength in silver prices, not just a speculative spike. The alignment between spot silver, ETF inflows, and miner performance reinforces the bullish thesis.
The chart below shows that the Global X Silver Miners ETF (SIL), which tracks the broader silver mining industry, has broken out of a long-term triangle formation. The price has surged following the breakout, indicating a shift into positive territory. The strong performance in SIL adds another layer of evidence that market participants are bullish on silver and expect sustained strength.
In Closing
Silver is charting a powerful path higher, supported by a rare alignment of macro, structural, and geopolitical forces. The base case calls for an extension toward $62 in the short term, with the potential for a broader move toward $100 in the coming months.
The rising demand for ETFs and aggressive options positioning support this outlook. Moreover, the expectations for Fed rate cuts and deepening supply deficits add further strength to the bullish case. These factors collectively strengthen the case for higher silver prices.
The bigger picture remains bullish into early 2026. Silver has broken out of long-term resistance and is now outperforming gold. The falling gold-silver ratio, surging mining stocks, and accelerating industrial demand are contributing to silver’s strength. The metal is gaining momentum as a monetary asset and a critical industrial input. As long as silver prices hold above the $45–$50 zone, the technical and fundamental outlook continues to favor higher prices ahead.
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Muhammad Umair is a finance MBA and engineering PhD. As a seasoned financial analyst specializing in currencies and precious metals, he combines his multidisciplinary academic background to deliver a data-driven, contrarian perspective. As founder of Gold Predictors, he leads a team providing advanced market analytics, quantitative research, and refined precious metals trading strategies.
2025-12-07 11:444mo ago
2025-12-07 05:574mo ago
Sea: A Puzzling Dip And A Tremendous Buying Opportunity
Analyst’s Disclosure:I/we have a beneficial long position in the shares of SE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2025-12-07 11:444mo ago
2025-12-07 05:574mo ago
Commvault Systems: AI Data Trends And Strong SaaS Growth
Analyst’s Disclosure:I/we have a beneficial long position in the shares of CVLT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Nothing contained in this message is an offer or solicitation to buy or sell any security/investment and is for informational purposes only. The author does not guarantee the accuracy or completeness of the information provided in this document. All statements and expressions herein are the sole opinion of the author and are subject to change without notice. Neither the author nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2025-12-07 11:444mo ago
2025-12-07 06:004mo ago
3 Top Artificial Intelligence Stocks to Buy in December
In the last month of the year, investors are more focused on where the market will head in 2026 versus what it will do to close out 2025. While Nvidia (NVDA 0.53%) has been the top artificial intelligence (AI) computing unit provider over the past three years, there is rising competition from unlikely places that could dethrone it.
The companies involved in this make up some of my best AI stocks to buy in December, and investors will be rewarded by buying these stocks now and holding them throughout next year.
Image source: Getty Images.
Alphabet
Alphabet (GOOG +1.16%) (GOOGL +1.09%) has been designing its custom AI accelerator unit in collaboration with Broadcom (AVGO +2.42%) for a long time. In the past, it only used its Tensor Processing Unit (TPU) for internal use or made it available to rent through its cloud computing platform. However, news recently broke that Meta Platforms (META +1.80%) was in talks with Alphabet to purchase some TPUs.
That is an unaccounted-for revenue stream for Alphabet, and considering that Nvidia generated $52.1 billion from data center computing hardware sales during its fiscal third quarter, it could be a lucrative field to enter. Time will tell if this turns into the next exciting Alphabet segment or if this is just a one-time deal, but the news surrounding this potential deal has driven Alphabet's stock price up.
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The stock isn't as cheap as it was just a few months ago, but with Alphabet's most recent quarter resulting in revenue growth of 16% and diluted earnings per share (EPS) growth of 35%, it doesn't necessarily need the TPU sales to be a successful company. However, if this adds another $10 billion in revenue each quarter once fully developed, it will make a noticeable impact on Alphabet's finances.
We'll learn more about potential TPU sales in 2026, but I think the stock is attractive enough as is to warrant buying now.
Broadcom
Alphabet isn't a chip company, and it needs help with developing TPUs, as it doesn't have the expertise needed to design these units for fabrication. That's where Broadcom comes in, as it has become a valuable partner for AI hyperscalers looking to design their own custom AI hardware. The computing hardware from Broadcom has the potential to outperform graphics processing units (GPUs) from Nvidia at a lower price point, but that comes at the cost of flexibility. Most of these computing units only see one type of workload their whole life anyway, so this flexibility is mostly wasted.
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Alphabet isn't the only company Broadcom is working with. Broadcom has multiple clients it's partnering with to make their custom AI accelerators a reality, including OpenAI. It also has a mystery client that placed a $10 billion order for custom AI chips.
Broadcom is well positioned to take the market share over the next few years, and investors shouldn't be surprised that Broadcom's stock benefits as a result. With that in mind, I think it's a great buy heading into 2026.
Taiwan Semiconductor Manufacturing
Last, but certainly not least, is Taiwan Semiconductor Manufacturing (TSM +0.51%). Taiwan Semiconductor is the world's leading chip fabricator, and has Broadcom and Nvidia among its vast client list. Because it supplies chips to all companies competing in the artificial intelligence arms race, it's a neutral party that benefits as long as there is increased spending.
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With the AI hyperscalers all guiding for an increase in 2026 spending over already impressive 2025 levels, Taiwan Semiconductor is in an excellent spot to benefit from this rise. Nvidia believes that global data center capital expenditures will reach $3 trillion to $4 trillion annually by 2030. While that's a bold dollar figure projection, the trend is likely correct. As long as there's increased AI spending, Taiwan Semiconductor's stock will be a good one to own. That growth thesis looks to be on track heading into 2026, making it a top stock to buy in December.
Keithen Drury has positions in Alphabet, Broadcom, Meta Platforms, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.
Dmitry Vinogradov/iStock Editorial via Getty Images
Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition.
Wall Street's focus this week will be on the Federal Reserve's final interest rate decision of the year. It will also be the penultimate full trading week of the year, and markets will hope to ride recent momentum into a strong year-end Santa Claus rally.
Traders widely expect the Fed on Wednesday to cut its key rate by another 25 basis points for a third straight monetary policy committee meeting. December rate cut odds have been on a bit of a roller-coaster ride since last month, but recent economic data has reinforced the chances. The Fed will get one final major update on the labor market in the form of the delayed October JOLTS report on Tuesday.
The earnings calendar is also active this week, headlined by Broadcom (AVGO), Costco (COST), Adobe (ADBE), and GameStop (GME).
For investors still reeling from Netflix's (NFLX) blockbuster Warner Bros. (WBD) deal, this week could bring more M&A history as Electronic Arts (EA) shareholders are set to vote on Wednesday on a $55B acquisition offer from Saudi Arabia's sovereign wealth fund. If approved, it would be the largest leveraged buyout in history.
Earnings
Earnings spotlight: Monday, December 8: Toll Brothers (TOL), Compass Minerals (CMP). See the full earnings calendar.
Earnings spotlight: Tuesday, December 9: AutoZone (AZO), GameStop (GME), Campbell's (CPB). See the full earnings calendar.
Earnings spotlight: Wednesday, December 10: Oracle (ORCL), Adobe (ADBE), Daktronics (DAKT). See the full earnings calendar.
Earnings spotlight: Thursday, December 11: Broadcom (AVGO), Costco (COST), lululemon athletica (LULU). See the full earnings calendar.
Earnings spotlight: Friday, December 12: Johnson Outdoors (JOUT), Zedge (ZDGE). See the full earnings calendar.
Victor Dergunov founded the Investing Group The Financial Prophet in 2017 to share his investing philosophy and help members make smarter, more confident investment decisions. With over 20 years of hands-on experience across stocks, commodities, and crypto, he brings a well-rounded perspective to the markets. From major names like Apple and Tesla to alternative opportunities, Victor provides actionable insights designed to help investors build diversified, high-conviction portfolios.
Here are his latest takes:(Full Podcast - Free access) Victor Dergunov emphasized that his main focus right now is risk management after a very strong year, with his all-weather portfolio up roughly 73%. While he remains bullish on AI long term, he believes markets have become overheated due to retail-driven rallies, stretched valuations, and hawkish signals from the Federal Reserve. He views Palantir as a great company but dangerously overvalued, which led him to trim and eventually short the stock despite being an early long-time bull. In his view, valuation always matters, even in industry leaders. Victor also warned of froth across AI-related stocks and expects a healthy market correction due to limited near-term catalysts and growing macro uncertainty. As a result, he has increased cash, added hedges, and positioned more defensively while waiting for better entry points.
(Full Article - Free access) Victor Dergunov believes fears of an “AI bubble” are overstated and expects AI to grow in cycles rather than collapse suddenly. He views the recent sell-off in AI and momentum stocks as a healthy correction that reset valuations without damaging the underlying fundamentals. In his view, earnings remain solid, inflation is easing, and the Federal Reserve is likely to cut rates, creating a supportive backdrop for risk assets. He also points to strong global AI investment, government initiatives such as the Genesis Mission, and continued hyperscaler spending as reasons for optimism. While he acknowledges concerns around circular financing, he does not see it as an immediate warning sign. Overall, he considers the pullback a buying opportunity and expects markets to trend higher into 2026.
Join Victor Dergunov’s The Financial Prophet to master a disciplined, high-conviction investing approach focused on growth and risk management. Start with a 14-day free trial, then continue at a discounted price of $539.10. Get access to Victor’s real-money portfolios, AI and tech insights, market-timing strategies, and ongoing risk guidance - trusted by 800+ subscribers to invest with confidence and clarity. Learn more >>
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The Best High-Yield Dividend ETF to Invest $1,000 In Right Now
If you are looking for a dividend ETF, choose the one that invests like you would if you bought individual stocks.
Investing is hard work and, for some people, that work is better left to a professional. Hiring a professional saves you time and money that you can put to better use elsewhere, such as enjoying the company of family and friends. If you are a dividend lover, Schwab U.S. Dividend Equity ETF (SCHD 0.14%) is a great high-yield exchange-traded fund (ETF) to consider buying right now.
What does Schwab U.S. Dividend Equity ETF do?
Schwab U.S. Dividend Equity ETF is an index-tracking exchange-traded fund. That's neither good nor bad; it just means that you really need to understand what the index is doing to understand what you are buying when you invest in the ETF. The index in question is the Dow Jones U.S. Dividend 100 Index.
Image source: Getty Images.
As the index name implies, it owns 100 stocks. The beauty of the index, however, is how it goes about identifying those 100 stocks.
The first step is to examine only companies that have increased their dividends annually for at least a decade, excluding real estate investment trusts. This isn't unique; other ETFs do the same thing.
The magic happens in the next step, which is creating a composite score for all the stocks being considered. The composite score includes cash flow to total debt, return on equity, dividend yield, and a company's five-year dividend growth rate. Without getting into too much detail, the goal is to find financially strong companies (cash flow to total debt) that are well run (return on equity) and that have attractive yields (dividend yield) and a record of attractive dividend growth (five-year dividend growth rate). These are the same factors that dividend investors typically consider when purchasing a stock.
The 100 companies with the highest composite scores are included in the index and in the ETF. A market cap weighting is used, so the largest companies have the biggest impact on performance. The portfolio is updated annually. Despite what is a fairly extensive screening process, the expense ratio is a very modest 0.06%.
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Schwab U.S. Dividend Equity ETF offers a balance
The truth is, Schwab U.S. Dividend Equity ETF isn't the highest-yielding stock-focused ETF you can buy. Nor is it the best-performing stock ETF you can buy. Rather, it strikes a middle ground, offering an attractive yield, reasonable capital growth over time, and fairly attractive dividend growth.
SCHD data by YCharts
In the real world that means a roughly 3.8% dividend yield, a dividend that has generally headed higher over time, a share price that has also trended generally higher over time. That's a pretty good compromise for investors who don't want to put in the work of searching through Wall Street to create a portfolio of dividend stocks. And then maintain that portfolio year after year.
Schwab U.S. Dividend Equity ETF isn't perfect, but no investment approach is perfect. In fact, the portfolio is slightly out of step with the market right now, as it is underweight in technology (8% of the portfolio) and more heavily focused on the energy (19%), consumer staples (18%), and healthcare (16%) sectors.
While technology is leading the market today, that won't last forever. When the market starts rewarding well-run companies in other sectors, Schwab U.S. Dividend Equity will be there to benefit.
Don't miss out on Schwab U.S. Dividend Equity
When it comes to ETFs that track indexes, you don't want to chase performance. You want to have a deep understanding of what the ETF is actually doing. If the index construction is strong, as is the case with the index Schwab U.S. Dividend Equity is tracking, the ETF is probably worth buying.
Right now, a $1,000 investment in this ETF will allow you to buy roughly 36 shares. And, given the modest exposure to technology stocks, you'll be adding important diversification that many other ETFs lack, including S&P 500 (^GSPC +0.19%) tracking ETFs where tech makes up a huge 36% of the index.
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3 Reasons Why Rocket Lab Stock Is A Millionaire-Maker
Rocket Lab stock crashed in November. It's rallying strongly right now, and for some good reasons.
Has the Rocket Lab (RKLB 0.34%) rally already begun?
Two weeks ago, I made the bold prediction that, after Rocket Lab stock lost 38% of its value in just 30 trading days, much of the risk had been squeezed out of the stock -- and it might finally be safe to buy into this rocket stock.
Two weeks later, the stock is already up 16% off its lows, including a surprisingly strong 10% rally that happened Thursday. (This rally may have been prompted by reports that OpenAI is looking to buy a Rocket Lab rival by the name of Stoke Space, aiming to put artificial intelligence data centers in orbit.)
Whatever the reason for Rocket Lab's stock bounce-back, it's starting to look as if Rocket Lab stock has finally found its "bottom," and is ready to move higher again. Here are three reasons the stock might be your next great investment -- and potentially a millionaire-maker.
Image created by JesterAI.
Beam me up, Scotty. There's more artificial intelligence in space.
As GeekWire reports, OpenAI CEO Sam Altman is seriously considering placing data centers in orbit. There are two big reasons for this: First, space is cold, making it cheap to keep AI semiconductors cool. Second, space has abundant access to sunlight, which solar panels can use to power the AI chips.
There is, of course, the need to get the data centers into orbit in the first place. Altman seems to think the simplest solution is to buy a rocket company that can launch the servers (not to have to pay someone else to do it). In so doing, he'd be taking a page from Elon Musk's playbook; Musk famously uses his SpaceX rockets to put his Starlink internet satellites in orbit on the cheap.
Could similar thinking make Rocket Lab stock an acquisition target for other AI companies? At just $26 billion in market cap, it's not inconceivable. Worst case, the OpenAI/Stoke rumor just reminded investors of another possible market for Rocket Lab's rockets.
Neutron rising
Speaking of rockets, Rocket Lab's latest -- and biggest -- rocket, the Neutron reusable launch vehicle, is potentially just a few months away from its first launch. In November, CEO Peter Beck confirmed that the first Neutron rocket should arrive on Wallops Island, VA, in January and will launch just as soon as the company has finished testing it.
Wall Street analysts polled by S&P Global Market Intelligence expect Neutron to help turn Rocket Lab profitable about one year after it enters service. And logically, once Rocket Lab turns profitable, it will attract a lot more investor interest than it does while currently unprofitable.
The best time to buy Rocket Lab stock may be before Neutron begins launching.
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-0.34
%) $
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Current Price
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Valuing Rocket Lab
Ultimately, whether a stock is a buy or not comes down to valuation. And granted, valuing Rocket Lab before it turns profitable requires some guesswork -- but even so, analysts predict that, if all goes according to plan, Rocket Lab stock could be earning more than $5 a year by 2034. At today's share price of $59 and change, that's less than 10 times future earnings.
If you think that's a cheap price, then Rocket Lab stock might be a buy.
2025-12-07 11:444mo ago
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UP Fintech Q3: Structural Growth And Strong Profitability
SummaryUP Fintech is accelerating its transformation into a multilayer fintech platform, with robust revenue and margin expansion.Q3 revenue surged 73% YoY and 26% QoQ, driven by organic growth across trading, interest, IPO underwriting, and wealth management.Non-GAAP net income reached $57 million, with margins expanding to nearly 33%, outpacing sector norms and reflecting disciplined cost control.Assets under management climbed to $61 billion, with high-quality client inflows from Singapore and Hong Kong fueling sustainable, long-term monetization. Luis Alvarez/DigitalVision via Getty Images
I had written about UP Fintech (TIGR) just after Q2 results; then the company was near its structural breakthrough phase: revenue was growing fast, margins expanding, client base strengthening, and diversification to Singapore and Hong
Analyst’s Disclosure:I/we have a beneficial long position in the shares of TIGR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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Could Buying SoFi Stock Today Set You Up for Life?
The S&P 500 is hitting new highs, and there are signs of a potential stock market bubble. But whatever happens in the short term, the stock market has been a reliable wealth generator for decades, as long as investors hold through volatility. Is there a stock market bubble? Will it pop? There's no way to know, and it shouldn't matter too much to the long-term investor.
If you start investing now, you will be well on your way to creating wealth over many years. Can SoFi Technologies (SOFI 6.15%) stock be a part of a portfolio that sets you up for life?
The new way to bank
SoFi is one of a cadre of digital banks that are changing the way Americans manage their finances. It's all online, it's easy to use, and it has a large variety of products and services. Management sees this one-stop shop approach as its signature and the way it stands out from the crowd.
Image source: Getty Images.
There are other ways it stands out. One is its focus on lending. The company has roots as a lending cooperative supporting university students with loans. Lending is still its core segment, accounting for about half of total revenue, or $493 million in the 2025 third quarter.
Another is its younger target market. It started out targeting college students, and young professionals who are just getting started in their careers are still its core clientele. Management envisions a growth process where these young users start out with a product, such as a student loan, and increase product adoption as their financial needs evolve and grow. That could lead to a credit card, then a savings account, and maybe a mortgage.
The model is working
SoFi has been reporting fantastic growth during the past few years, as well as increasing profits as it scales. In Q3, adjusted net revenue rose 38% year over year, and earnings per share (EPS) increased from $0.05 to $0.11.
There was growth across the board in the quarter, with a 25% increase in lending revenue and a 12% increase in Tech Platform revenue, its business-to-business product. But the standout segment has been financial services, which are all of the non-lending products. Revenue for the segment increased 76% year over year, and contribution profit was up 126%. Contribution margin widened by 12 percentage points to 54%.
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27.78
SoFi has huge opportunities in this area as it rolls out new, innovative products. The market has been reacting enthusiastically to the company's latest announcements, including the return of cryptocurrency trading to its app and the launch of a global remittance product.
All of the categories, but most acutely the lending business, are benefiting from lower interest rates. Lower interest rates make it cheaper to borrow money, and they also boost the economy in general, since there's more money to go around.
What are the risks?
The market was worried about SoFi last year, when interest rates were elevated and it looked like the lending business would be hurt. That's normal for any bank, but since SoFi is still small, and the lending segment is such an integral part of its business, this effect is felt more than it is at the larger banks. In the end, the lending segment performed well for the year, but banking is a cyclical business that is strongly influenced by interest rate trends. The good news is that as SoFi gets bigger and varies its product base, future cycles shouldn't be as worrisome.
Another risk is SoFi's high valuation. It trades at a price-to-earnings (P/E) ratio 52 of and a price-to-book ratio of 4. Those are high numbers for a bank. However, SoFi is also growing much faster than other banks, which is why it gets a premium. Over time, it should grow into the valuation.
There are plenty of reasons to be confident. The company has demonstrated resilience, efficiency, and innovation, and the platform is attracting new business at a fast pace; SoFi continues to report record new account each quarter, with 905,000 in the third quarter. Sales of new products are increasingly coming from existing users, which means its cross-selling strategy is working.
Management has a goal of becoming a top-10 U.S. bank, and it's on its way. As it generates higher revenue and earnings, the stock could soar during the next few years, and it could be a significant addition to a portfolio that could set you up for life.
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Doximity: Elite Margins, AI Growth, And An Attractive Multiple
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in DOCS over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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Arcellx, Inc. (ACLX) Discusses Phase 2 iMMagine-1 Study Results and Multiple Myeloma Treatment Advances Transcript
Arcellx, Inc. (ACLX) Discusses Phase 2 iMMagine-1 Study Results and Multiple Myeloma Treatment Advances December 6, 2025 8:00 PM EST
Company Participants
Rami Elghandour - Chairman of the Board, CEO & President
Christopher Heery - Chief Medical Officer
Conference Call Participants
Krina Patel
Larry D Anderson
Matthew Frigault
Asthika Goonewardene - Truist Securities, Inc., Research Division
Tyler Van Buren - TD Cowen, Research Division
Samantha Corwin - William Blair & Company L.L.C., Research Division
Daina Graybosch - Leerink Partners LLC, Research Division
Mario Joshua Chazaro Cortes - Evercore ISI Institutional Equities, Research Division
Biren Amin - Piper Sandler & Co., Research Division
Stephen Willey - Stifel, Nicolaus & Company, Incorporated, Research Division
John Newman - Canaccord Genuity Corp., Research Division
Presentation
Rami Elghandour
Chairman of the Board, CEO & President
Good evening. Welcome. I'm Rami Elghandour, I'm the Chairman and CEO of Arcellx. It is my pleasure to welcome you this evening to our Investor Relations event here in Orlando, Florida, at the 67th Annual ASH Meeting.
Before we get started, a look at our forward-looking statements. In terms of our agenda for this evening, I'm going to kick things off by talking a bit about our company. I'll particularly focus on the evolving multiple myeloma landscape, which I know is of interest to a lot of folks in this room and around the world listening in. I will then, of course, talk about how excited we are and some of the plans we're making for our commercial launch.
I then have the privilege of inviting Dr. Krina Patel to the stage. She'll share the latest results from our iMMagine-1 Registrational Phase II study. She presented those results earlier today at the ASH Medical Congress, and we're fortunate to have her share those results again with us this evening. We'll then be joined by our Chief Medical Officer, Dr. Chris Heery, who will moderate the physician panel, where he
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
The author expresses only personal opinions and does not provide financial advice. The content is for informational purposes only and should not be considered as investment recommendations. The author assumes no responsibility for any investment decisions made based on this article. Always conduct your own research or consult with a financial advisor before making any investment choices. The author makes no guarantees regarding the data, and the user agrees that the author shall not be held liable for the user's use of the data.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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Chewy: Priced For Perfection While Competition Heats Up
SummaryChewy is fairly valued, with current prices reflecting significant international expansion potential that's not yet announced.CHWY's strong growth potential and high loyalty are offset by intensifying competition and risks from controlling shareholder exits.International expansion, especially through an acquisition, could unlock major upside, but execution and competitive threats from Amazon and Walmart (among others) loom large.I remain cautious, as current valuation leaves little margin for error, and downside risk is elevated if CHWY fails to expand beyond North America. Yagi Studio/DigitalVision via Getty Images
Introduction & Financials Chewy (CHWY), the online pet food and supplies retailer, saw a massive jump during the pandemic and stay-at-home hype period that quickly after got back to more realistic levels. Although the stock is in an interesting spot that
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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2025-12-07 10:444mo ago
2025-12-07 02:194mo ago
Gold (XAUUSD) Price Forecast: Markets Brace for Volatility as FOMC Looms
Weekly Gold (XAU/USD)
Technically, gold held the level it needed to. The settlement at $4,198.68 is comfortably above the $4,133.95 pivot — the 50% retracement of $3,886.46 to $4,264.70. Staying above that zone keeps buyers in control and keeps a retest of $4,264.70 in play. A breakout through the weekly high would open the door to $4,381.44, the record high.
If sellers push through $4,133.95, the first real support sits at $4,075.58. A deeper pullback would target $3,886.46 — the main bottom that halted October’s slide and matches the top of the $3,846.50–$3,720.25 intermediate retracement zone. That zone remains the best long-term value area, though reaching it would require the narrative to shift materially.
Fed Week: Will Powell Reinforce the Gold Rally or Stall It?
Next week’s FOMC meeting is the entire focus. The committee is split, and Powell has avoided committing to a move. Doves like Williams and Waller argue for more easing; hawks like Collins want to hold steady. Desks expect at least two dissents — rare, and a reminder that the policy debate is far from settled.
This hot biotech stock could have a lot more room to run.
Perhaps the best-named TV game show ever, in my opinion, is Who Wants to Be a Millionaire? The show's title is catchy – and gets people thinking about becoming a millionaire.
However, planning to win on a TV game show isn't the best strategy to build a $1 million nest egg. Investing in stocks provides a path that more people can follow. The main challenge is identifying which stocks to buy.
Alnylam Pharmaceuticals (ALNY 1.46%) could be one to seriously consider. Is this biotech stock a millionaire maker?
Image source: Getty Images.
Coming close so far
Massachusetts Institute of Technology professor Phillip Sharp co-founded Alnylam with several others in 2002. It wasn't Sharp's first time to launch an innovative biotech company. He was also one of the founders of Biogen (BIIB 0.37%) in 1978.
Alnylam was established to focus on a new approach called RNA interference (RNAi). Therapies that use RNAi work by interfering with messenger RNA (mRNA) before it can deliver instructions to cells related to the creation of specific proteins. The discovery of RNAi won the Nobel Prize in Physiology or Medicine in 2006.
Two years after its founding, Alnylam conducted an initial public offering (IPO). If you had bought $10,000 of the stock then and never sold a share, your investment would be worth roughly $787,000 today. Alnylmam has come pretty close so far to being a millionaire maker.
Most of the biotech stock's gains have come over the last seven years. Alnylam won U.S. Food and Drug Administration (FDA) approval for RNAi therapy Onpattro in 2018 for the treatment of polyneuropathy of hereditary transthyretin-mediated (hATTR) amyloidosis, a rare genetic disease.
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A promising future
Are Alnylam's best days now behind it? Not at all. The company now has another approved ATTR therapy, Amvuttra, which is well on its way to becoming a blockbuster drug. It also has two approved products targeting other rare diseases (Givlaari and Oxlumo). Additionally, Alnylam outlicensed its RNAi therapies, Leqvio, which is approved for treating hypercholesterolemia, to Novartis (NVS 0.20%), and Qfitia, which is approved for treating hemophilia, to Sanofi (SNY +1.29%).
Alnylam's launch of Amvuttra in treating transthyretin amyloid cardiomyopathy (ATTR-CM) is only in its early stages. Thanks largely to this new indication, sales of the drug skyrocketed 162% year over year in the third quarter of 2025.
The company has a more powerful ATTR therapy potentially on the way. It's evaluating nucresiran in phase 3 clinical studies targeting ATTR with polyneuropathy and ATTR-CM.
Alnylam's pipeline is also loaded with other late-stage programs. The drugmaker partnered with Regeneron (REGN 0.61%) to develop cemdisiran for the treatment of rare diseases, including myasthenia gravis and paroxysmal nocturnal hemoglobinuria (PNH), as well as geographic atrophy, an advanced form of dry age-related macular degeneration.
It's working with Roche (RHHBY +0.66%) on the hypertension drug zilebisiran. Alnylam is also collaborating with Vir Biotechnology (VIR 4.13%) to develop a hepatitis D virus drug called elebsirian.
Millionaire-maker?
Is all of this sufficient to enable Alnylam to be a millionaire-maker? Maybe.
To be sure, significant growth expectations are already baked into the share price. Alnylam's forward price-to-earnings multiple is a sky-high 53.5. However, I think the growth generated by Amvuttra alone makes the steep valuation much less scary.
The company's late-stage pipeline also has tremendous potential to produce multiple winners. Granted, Alnylam's outlicensing and collaboration deals mean that it will make less money from some programs than it would have if it entirely owned them. However, these arrangements also reduce the drugmaker's risk.
Probably the most important thing to consider with Alnylam is that it has a platform. RNAi could be used to treat a wide range of diseases in the future, not just the ones the company is currently targeting.
I'm not sure if investing $10,000 or even $100,000 in Alnylam today will make you a millionaire. However, I predict that this biotech stock will continue to generate significant returns for patient investors over the long term.
2025-12-07 10:444mo ago
2025-12-07 02:464mo ago
UBS may cut further 10,000 jobs by 2027, SonntagsBlick reports
VANCOUVER, BC / ACCESS Newswire / December 7, 2025 / Onco-Innovations Limited (CBOE CA:ONCO)(OTCQB:ONNVF)(Frankfurt:W1H, WKN: A3EKSZ) ("Onco" or the "Company") is pleased to announce that it has engaged a U.S. investment bank to serve as its capital markets advisor in connection with the Company's intention to pursue a potential cross-listing of its common shares on the Nasdaq Stock Market LLC ("Nasdaq" or the "Exchange") and to evaluate and structure a potential concurrent equity financing. The structure and terms of the contemplated financing have not yet been finalized.
This engagement forms part of the Company's ongoing evaluation of options intended to support long-term corporate development. The advisory mandate will include analysis and planning related to listing requirements, regulatory considerations and the capitalization strategies necessary to facilitate the potential U.S. cross-listing and concurrent financing.
The Company notes that no assurance can be given that a cross-listing or concurrent financing will be completed, and any such listing would remain subject to meeting applicable regulatory, governance, and exchange requirements.
About Onco-Innovations Limited
Onco-Innovations is a Canadian-based company dedicated to cancer research and treatment, specializing in oncology. Onco's mission is to pursue the prevention and treatment of cancer through pioneering research and innovative solutions. The company has secured an exclusive worldwide license to patented technology that targets solid tumours.
Forward-Looking Statements Caution. This news release contains forward-looking statements, including statements regarding the Company's engagement of a U.S. investment bank, the potential U.S. cross-listing of the Company's common shares on the Nasdaq Stock Market, the completion of a potential concurrent equity offering, the anticipated benefits of such a listing and / or equity offering, and the Company's expectations regarding its strategic review process and related capital markets activities. Forward-looking statements are often identified by terms such as "will", "may", "potential", "should", "anticipate", "expects" and similar expressions. All statements other than statements of historical fact, included in this release are forward-looking statements that involve risks and uncertainties. There can be no assurance that such statements will prove to be accurate and actual results and future events could differ materially from those anticipated in such statements. The reader is cautioned that assumptions used in the preparation of any forward-looking information may prove to be incorrect. Events or circumstances may cause actual results to differ materially from those predicted, as a result of numerous known and unknown risks, uncertainties, and other factors, many of which are beyond the control of the Company. The reader is cautioned not to place undue reliance on any forward-looking information. Such information, although considered reasonable by management at the time of preparation, may prove to be incorrect and actual results may differ materially from those anticipated. Forward-looking statements contained in this news release are expressly qualified by this cautionary statement. The forward-looking statements contained in this news release are made as of the date of this news release and the Company will update or revise publicly any of the included forward-looking statements as expressly required by applicable law.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2025-12-07 10:444mo ago
2025-12-07 03:294mo ago
FinVolution: Cheap, Consistent, And Expanding Abroad
SummaryFinVolution trades at a forward P/E of 3x, reflecting deep undervaluation and a significant discount to sector and index multiples.Despite a 29% stock decline and weak China transaction volumes, international revenue surged 37% and now comprises 25% of total revenue.I maintain a buy rating with a $9 price target, projecting 81% upside over 24 months as international growth offsets China headwinds.FINV’s shareholder-friendly capital allocation, including $66.5M in buybacks, and expanding user base support a rebound thesis despite current market pessimism. J Studios/DigitalVision via Getty Images
Following my last article on FinVolution (FINV), the stock declined by 29% and significantly underperformed the benchmark. The online consumer finance company continues experiencing downward momentum, but I argue the sentiment appears overdone.
The
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in FINV over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2025-12-07 10:444mo ago
2025-12-07 03:554mo ago
Should You Buy Rigetti Computing Stock After Its 2,750% Gain Since 2024? Wall Street Has a Surprising Answer.
Rigetti stock has delivered monster returns since 2024, and every analyst following the quantum computing company thinks its shares are headed higher.
Rigetti Computing (RGTI 6.49%) is one of the hottest quantum computing companies on Wall Street. Its share price has increased 2,750% since January 2024, meaning an initial investment of $10,000 would now be worth $285,000. And analysts think the stock is currently undervalued.
Among the seven analysts who follow Rigetti, the median target price is $40 per share. That implies 42% upside from the current share price of $28. Even the lowest target price of $35 per share implies 25% upside. However, there is a significant risk to the downside that investors must understand before purchasing the stock.
Image source: Getty Images.
Rigetti has a competitive advantage in vertical integration
Rigetti specializes in superconducting quantum computing, a modality where microscopic superconducting circuits are cooled to near absolute zero to create qubits, the basic unit of information in quantum systems. Qubits are analogous to bits in classical computers, but they exhibit unique properties such as superposition and entanglement.
Bits (binary digits) encode information in only two states: 1s and 0s. But qubits can occupy a third state, called superposition, meaning a combination of 1 and 0. Qubits can also be entangled with one another, meaning their states can be inextricably linked regardless of distance. Those properties let quantum computers solve problems that are too complex for classical computers.
Rigetti benefits from vertical integration, meaning the company realizes cost efficiencies by controlling a great deal of its supply chain. Rigetti manufactures quantum processing units (QPUs) and builds the computing infrastructure (hardware and software) required to provide cloud-based quantum services.
Rigetti has another important advantage. The company developed the first multichip QPU, meaning a processor comprising several small quantum chips (i.e., chiplets) that have been linked together. Rigetti believes its multichip architecture gives it an edge in building fault-tolerant quantum systems on a large scale.
Rigetti's quantum computers are probably one or two decades away from widespread adoption
Rigetti believes its quantum computers will eventually solve problems in fields such as finance, materials science, climate simulation, and logistics optimization. However, no company has yet built a fault-tolerant quantum system on a large scale, meaning a system with real-time error correction and enough stable qubits to perform practically useful calculations.
To elaborate, qubits are extremely sensitive to environmental noise, meaning fragile quantum states are easily disrupted by mechanical vibrations, temperature fluctuations, magnetic radiation, or even other qubits. Interactions with environmental noise lead to errors, and quantum computers will not be widely useful until errors can be corrected in real time.
Experts generally believe constructing fault-tolerant quantum computers on a useful scale will require systems with 10,000 to 1 million physical qubits. Achieving that milestone may take one or two decades. For context, Rigetti believes it can develop a 1,000+ qubit system by 2027, at which point, it will still need 10 to 1,000 times more physical qubits to build a quantum computer with widespread utility.
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Rigetti stock trades at an absurdly expensive valuation
Rigetti is currently worth $9.3 billion. That figure could be much higher two decades from now, but it will probably be much lower at some point between now and then. I say that because the stock currently trades at 1,080 times sales, an absurdly expensive valuation.
For context, the three most expensive stocks in the S&P 500 trade at an average of 60 times sales. Rigetti is literally 18 times more expensive. No company has ever sustained a price-to-sales ratio above 100 indefinitely, let alone a multiple above 1,000. That suggests Rigetti stock could fall 90% or more at some point in the future.
So, why do the Wall Street analysts following Rigetti see upside in the stock? They are likely attempting to factor momentum into their forecasts. The market loves Rigetti right now, so analysts have awarded the company an absurdly high target price. What is more telling is the very small amount of coverage Rigetti actually receives: 71 analysts follow Nvidia, but only seven analysts follow Rigetti. In other words, most Wall Street institutions do not even think the stock is worth evaluating yet.
Robinhood Markets (HOOD 3.74%) has been explosive during the past three years, leveraging its online trading platform to capitalize on a strong bull market. It's expanding its business in all sorts of directions, giving it room to run in many ways. While some of those directions lean toward traditional finance, others are similar to the riskier types of products Robinhood is known for. Given these multiple growth avenues, let's see where Robinhood might be in a year from now.
The platform of choice for many investors
Robinhood gained renown for its free stock-trading platform that set a new standard for brokerages. Retail investors flocked to the site when it first debuted, and it continues to onboard new customers at a healthy pace. Funded customers increased 10% year over year to 26.8 million in the third quarter.
Image source: Getty Images.
It also has a paid membership program called Robinhood Gold that costs $50 annually. Some of the perks of the program include matching retirement fund contributions, cash back on credit card purchases, and a high yield on uninvested funds. This program has been growing quickly, with 1.7 million new additions in the third quarter, a 77% year-over-year increase.
Where Robinhood is a year from now may largely depend on how the market is doing. In a trend that plays out repeatedly over time, a strong bull market generates enthusiasm and high trading activity. If this continues, Robinhood is likely to keep adding new customers and converting them into paying clients. However, if the market goes sour, customer growth is likely to slow or disappear.
Free investing for all
Robinhood makes money in a number of ways, including the membership program, but its core trading activity generates revenue through a payment for order flow model, in which it sends trade orders to market makers. Transaction revenue was $730 million in the third quarter, up 129% from last year.
These days, most of its trading activity and transaction revenue aren't coming from equities trading, which accounted for only $86 million of third-quarter transaction revenue. The company continues to offer new cryptocurrencies on the platform, and cryptocurrency trading revenue increased 300% in the quarter to $268 million. This high dependence on cryptocurrency trading has powered Robinhood stock during the past few months, and the stock movement has correlated with the rise and fall of Bitcoin and other high-profile cryptocurrencies. If these cryptocurrencies continue to increase in value during the next year, Robinhood stock is likely to reflect that, but the alternative is also true, and Robinhood stock could tumble if Bitcoin falls.
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At the same time, Robinhood is branching out into other products and services, and these could protect the business if they take off. For example, it's rolling out credit cards and checking accounts, traditional financial services that let it compete with established financial giants. Although Robinhood's consumer base is fairly small right now for a financial company, if it can persuade more of its customers to open these kinds of accounts, that will provide it with more stability in case there is some kind of market crash or other market turbulence.
A premium price for high growth
Robinhood stock trades at a price-to-earnings (P/E) ratio of 56, which is a premium valuation. There's some growth built into that price, which means that Robinhood has to sustain current growth rates to maintain it.
Total revenue increased 100% in the third quarter year over year, which is why it can carry a high valuation today. If that slows during the next year, though, the price may fall. While the market continues to rise -- it's up almost 17% year to date, Robinhood should continue to enjoy increasing sales and profit. Robinhood stock is crushing the market, up 268% this year. To keep up that kind of momentum during the next year, Robinhood will need to crank out phenomenal results.
2025-12-07 10:444mo ago
2025-12-07 04:194mo ago
DigitalOcean's $1B AI Signal Implies Strong Inflection (Rating Upgrade)
Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2025-12-07 10:444mo ago
2025-12-07 04:214mo ago
CARsgen's CAR-T Product Zevor-Cel Included in China's Commercial Health Insurance Innovative Drug Catalogue
, /PRNewswire/ -- CARsgen Therapeutics Holdings Limited (Stock Code: 2171.HK), a company focused on developing innovative CAR T-cell therapies, announced today announced with great pleasure that its independently developed fully human BCMA-targeted CAR-T product, zevorcabtagene autoleucel (zevor-cel, R&D code: CT053), has been included in China's Commercial Health Insurance Innovative Drug Catalogue (2025) (referred to as the "Innovative Drug Catalogue") for the treatment of relapsed/refractory multiple myeloma. The Innovative Drug Catalogue was released today at a press conference held by the National Healthcare Security Administration (NHSA) in Guangzhou. Dr. Huamao Wang, Co-founder and Chief Operating Officer of CARsgen, attended the conference.
Zevor-Cel Included in China’s Commercial Health Insurance Innovative Drug Catalogue
This year, the NHSA took the landmark step of establishing the Innovative Drug Catalogue, operating alongside the Basic Medical Insurance Catalogue. This Innovative Drug Catalogue specifically targets drugs that are highly innovative, of significant clinical value, and deliver substantial patient benefits. It is designed to empower the innovative drug industry chain with unprecedented support and enhance drug accessibility.
Zevor-cel is a Category 1 innovative biological product with its Marketing Authorization (MA) held by CARsgen Life Sciences Co., Ltd., a subsidiary of CARsgen Therapeutics. It is manufactured by CARsgen Pharmaceuticals Co., Ltd. Zevor-cel was approved for marketing by the National Medical Products Administration (NMPA) on February 23, 2024, for the treatment of adult patients with relapsed or refractory multiple myeloma who have progressed after at least 3 prior lines of therapy (including a proteasome inhibitor and an immunomodulatory agent).
CARsgen has granted exclusive commercialization rights for zevor-cel in mainland China to Huadong Medicine Co., Ltd. (Stock Code: 000963.SZ). Huadong Medicine has established a dedicated, professional, and comprehensive commercial team to promote the use of zevor-cel and has been utilizing China's multi-layered insurance system to improve patient accessibility. Currently, certification and regulatory filings for zevor-cel have been completed in more than 20 provinces and municipalities across China. From January to September 2025, CARsgen received 170 confirmed orders from Huadong Medicine, exceeding the total number of orders for the full year of 2024.
Five-year follow-up results from the Phase I clinical trial of zevor-cel, presented at the 2025 IMS Annual Meeting, demonstrated a manageable safety profile and deep, durable efficacy in patients with relapsed/refractory multiple myeloma. No grade 3 or higher cytokine release syndrome (CRS) was observed. No immune effector cell-associated neurotoxicity syndrome (ICANS), delayed neurotoxicities, second primary malignancy, or other delayed adverse events was observed. The overall response rate was 100% (95% CI: 76.8, 100.0) with 11 (78.6%) patients achieving complete response (CR) or stringent complete response (sCR). All patients who achieved CR or better were minimal residual disease (MRD) negative at 10⁻⁵ threshold. The median progression-free survival (mPFS) and the median duration of response (mDoR) were 44.1 months and 43.2 months in CR/sCR patients, respectively. The median overall survival (mOS) was not reached. The patient survival rate at 60 months post-infusion was 76.9%.
Dr. Huamao Wang, Co-founder and Chief Operating Officer of CARsgen, said: "We are very pleased to see zevor-cel included in the first batch of the Innovative Drug Catalogue. This reflects the nation's high recognition of and policy support for innovative drugs. This inclusion will help further alleviate the financial burden on patients and enhance the accessibility of advanced cell therapies, allowing more patients to benefit from innovative treatments. CARsgen remains committed to addressing unmet clinical needs, developing more innovative and differentiated CAR T-cell products, bringing them to patients as quickly as possible, and contributing to the 'Healthy China' initiative."
About CARsgen Therapeutics Holdings Limited
CARsgen is a biopharmaceutical company focusing on developing innovative CAR T-cell therapies to address the unmet clinical needs including but not limited to hematologic malignancies, solid tumors and autoimmune diseases. CARsgen has established end-to-end capabilities for CAR T-cell research and development covering target discovery, preclinical research, product clinical development, and commercial-scale production. CARsgen has developed novel in-house technologies and a product pipeline with global rights to address challenges faced by existing CAR T-cell therapies. Efforts include improving safety profile, enhancing the efficacy in treating solid tumors, and reducing treatment costs, etc. CARsgen's mission is to be a global biopharmaceutical leader that provides innovative and differentiated cell therapies for patients worldwide and makes cancer and other diseases curable.
Forward-looking Statements
All statements in this press release that are not historical fact or that do not relate to present facts or current conditions are forward-looking statements. Such forward-looking statements express the Group's current views, projections, beliefs and expectations with respect to future events as of the date of this press release. Such forward-looking statements are based on a number of assumptions and factors beyond the Group's control. As a result, they are subject to significant risks and uncertainties, and actual events or results may differ materially from these forward-looking statements and the forward-looking events discussed in this press release might not occur. Such risks and uncertainties include, but are not limited to, those detailed under the heading "Principal Risks and Uncertainties" in our most recent annual report and interim report and other announcements and reports made available on our corporate website, https://www.carsgen.com. No representation or warranty is given as to the achievement or reasonableness of, and no reliance should be placed on, any projections, targets, estimates or forecasts contained in this press release.
Contact CARsgen
For more information, please visit https://www.carsgen.com/
SOURCE CARsgen Therapeutics
2025-12-07 10:444mo ago
2025-12-07 04:384mo ago
SoundHound AI Stock Is Down 36% in 2025. Where Could It Be at the End of 2026?
The incredible growth in SoundHound AI's business hasn't been reflected in its stock price this year.
SoundHound AI (SOUN 0.31%) develops conversational artificial intelligence (AI) applications designed to understand voice prompts and respond in kind, and it's in high demand from some of the world's biggest brands across industries like hospitality, automaking, and healthcare.
Most of SoundHound's products are still in the early stages of commercialization, but the company's revenue is growing rapidly. Nevertheless, its stock price has plummeted 36% so far in 2025 as investors weigh its sky-high valuation against the business's potential.
However, based on Wall Street's 2026 revenue forecast for SoundHound, its stock might actually be cheap at the current level for investors who are willing to hold it for the next 12 months or longer. Read on.
Image source: Getty Images.
SoundHound's conversational AI software is in high demand
SoundHound offers several different products. For fast-food restaurants, its Dynamic Drive-Thru software can autonomously take orders from customers, and its Employee Assist stands ready to help workers prepare menu items, understand store policies, and more. Krispy Kreme, Jersey Mike's, and Panda Express are just some of the popular chains using the company's AI software in their restaurants.
SoundHound's Voice AI platform allows automakers to create an in-car assistant to suit their brand. It can help drivers understand their car's functionality, or give them information about the weather or their favorite sports team on command. Drivers can even order food from their favorite restaurants on the go. Hyundai and Stellantis (which owns Jeep, Chrysler, and Dodge) are just a couple of manufacturers tapping into these tools right now.
The company's Amelia platform allows businesses to create AI agents to make their employees more efficient and to serve customers. Resorts World Las Vegas used Amelia to create a digital concierge called RED, which handled 223,000 guest interactions in 2024 -- accounting for 59% of the company's total call volume -- without having to pass them along to human customer service operators. This could save the company a significant amount of money in the long run.
Rapid revenue growth, with a catch
SoundHound generated $42 million in revenue during the third quarter of 2025 (ended Sept. 30), a 68% increase from the year-ago period. That is a rapid increase at face value, but it was a deceleration from the 217% growth the company delivered in the second quarter three months earlier. Although that signals a loss of momentum, no company can grow by triple-digit percentages forever.
Management actually increased its full-year forecast for 2025 following the third-quarter result. The company is now expected to generate somewhere between $165 million and $180 million in total revenue, up from the previous guidance of $160 million to $178 million.
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Part of the reason SoundHound's top line is growing so quickly is that it's investing heavily in addressing operating costs to attract customers and develop new products. This will probably be great for the company in the long run, but it's fueling significant losses in the near term. SoundHound generated a net loss under generally accepted accounting principles (GAAP) of $109.2 million in the third quarter alone.
The company's third-quarter loss was just $13 million on an adjusted (non-GAAP) basis, after excluding one-off expenses relating to acquisitions and noncash expenses like stock-based compensation. That number was far more palatable, but with just $269 million in cash on hand, management needs to control its costs very carefully, or else it will have to raise more money in the future, which will dilute existing shareholders.
SoundHound stock might be cheap on a forward basis
Despite the 41% slump in SoundHound stock this year, it's still trading at an elevated price-to-sales ratio (P/S) of 31.8. It's even more expensive than Nvidia stock, which trades at a P/S of 23.5. The chipmaker is one of the highest-quality companies in the world with a track record of success spanning decades, a rock-solid balance sheet, and soaring profits, so it's hard to justify SoundHound's premium valuation.
However, the benefit of SoundHound's rapidly growing revenue is that its P/S appears far more attractive when we look into the future. Wall Street's consensus estimate (provided by Yahoo! Finance) suggests the company will deliver $232.8 million in revenue during 2026, which places its stock at a forward P/S of just 21.2.
Data by YCharts.
I wouldn't call the stock a bargain based on its forward P/S, but if the company meets or exceeds Wall Street's revenue estimate next year, investors could certainly earn a nice return. It might even end 2026 with a powerful rally if Wall Street issues a bullish forecast for the company's 2027 revenue.
In summary, while it's hard to nail down an exact price for SoundHound AI stock for 2026, I think there's a good chance it leaves its 2025 losses in the rearview mirror and ends next year in the green.
SummaryHims & Hers Health has sold off ~40% GLP-1 turbulence, but the core growth story remains intact.The company is building a moat through personalized medicine, vertical integration, and diversification beyond GLP-1s, reducing regulatory and competitive risks.By assuming very achievable growth rates, the company seems to be undervalued by up to 102%. Jacob Wackerhausen/iStock via Getty Images
In my previous coverage of Hims & Hers (HIMS), we talked about the company's significant development from a basic telehealth provider to a dominant force in individualized healthcare. The market was applauding the
Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVO, HIMS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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2025-12-07 10:444mo ago
2025-12-07 04:404mo ago
Credo Technology Just Proved It's an AI "Picks-and-Shovels" Stock Worth Watching
Credo Technology (CRDO 2.70%) continues to deliver for investors. The stock made several new all-time highs this year and just vaulted to another one after posting record-setting numbers for the second quarter of its 2026 fiscal year.
Credo stock is now up more than 180% so far this year, demonstrating that there are outstanding opportunities for investors as artificial intelligence (AI) continues to take center stage in the stock market.
Image source: Getty Images.
About Credo Technology stock
Based in San Jose, California, Credo is a technology company that provides high-performance connectivity for data centers, 5G carriers, AI, and high-performance computing markets.
The stock was valued at less than $50 per share until late 2024 when the market began to recognize the massive opportunity for data center and AI growth. Grand View Research estimates that the overall AI market opportunity will rise from $279 billion to $3.5 trillion by 2033, and the data center market will expand from $347.6 billion to $652 billion by 2030. Both opportunities are massive tailwinds for Credo, which is why investors started running the stock price up.
Credo has several products for AI workloads that perhaps fly under the radar when you're thinking about the most dynamic products for AI development. For instance, Credo's Active Electrical Cables (AECs) are considered superior to copper cables in connecting clusters of graphics processing units (GPUs) and central processing units (CPUs) in data centers. AECs use signal processors within the wiring to help move the data faster and more efficiently.
Its OmniConnect next-generation architecture is designed to overcome memory bottlenecks and improve AI inference scalability. And the ZeroFlap optical transceivers provide network stability and improved efficiency for AI workloads.
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Earnings for fiscal 2026's second quarter (ended Nov. 1, 2025) brought revenue of $268 million, up 272% from a year ago and up 20.2% from Q1. Gross margins were a whopping 67.5%, with operating expenses of $102.4 million and net income of $86.2 million. On the bottom line, Credo reported earnings per share of $0.44 and ended the quarter with a cash balance of $813.6 million.
"These are the strongest quarterly results in Credo's history, and they reflect the continued build-out of the world's largest AI training and inference clusters," CEO Bill Brennan said.
Management issued guidance for Q3 revenue in the range of $335 million and $345 million, which at the midpoint would be a jump of 151% from a year ago. Gross margins are projected to be in a range of 63.8% to 65.8%.
The valuation is eye-watering
Any stock that sees gains like Credo enjoyed in the last year is going to have a crazy valuation. For Credo, that means a price-to-earnings (P/E) ratio of 276 and a forward P/E of 90. That's not nearly as high as a company like Palantir Technologies, which is infamous for its valuation. But it's higher than a competitor like Vertiv Holdings, which also makes data center infrastructure.
But is that OK? That's up to the risk tolerance of individual investors. Analysts at MarketWatch appear to be unfazed by the valuation, as they overwhelmingly have buy ratings with a median price target of $230 -- a 21% jump from current levels.
Analysts at Mizuho raised its price target to $225 following Credo's strong earnings report, and Bank of America analysts boosted their target from $165 to $240. https://www.investing.com/news/analyst-ratings/credo-technology-stock-price-target-raised-to-240-from-165-at-bofa-93CH-4385399
Why Credo is a pick-and-shovel AI stock
AI stocks, such as Nvidia, Broadcom, Advanced Micro Devices, and Taiwan Semiconductor, will always grab the headlines. But it's also important to remember that their high-end chips and foundry services don't amount to much if the clusters of chips can't talk to each other.
That's where Credo comes in, and that's where it's seizing an opportunity to become an important company as data centers continue to grow around the globe.
Definitely keep this on your radar and look for opportunities to buy on the dip during any downturns.
Bank of America is an advertising partner of Motley Fool Money. Patrick Sanders has positions in Nvidia and Palantir Technologies. The Motley Fool has positions in and recommends Advanced Micro Devices, Nvidia, Palantir Technologies, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
Roblox is marching toward its long-term goal of reaching 1 billion users.
Roblox (RBLX +1.12%) stock would have been a terrific buy in late 2022 when it was trading at a depressed valuation. Over the last one- and three-year periods, the stock has returned 77% and 172%, respectively, outperforming the S&P 500's gains of 13% and 67%.
Still, investors who bought shares five years ago would have seen only a 35% gain, significantly trailing the S&P 500's 75% gain over the same period. However, the key takeaway here is that nothing has changed Roblox's long-term growth trajectory; only investor sentiment has changed.
The most important question for investors today is whether the stock still offers upside from these elevated share prices.
Image source: Getty Images.
Roblox is stronger today than five years ago
Roblox has continued to improve its ability to attract users and generate revenue. Daily active users, hours spent on the platform, and bookings (non-GAAP revenue) accelerated in each quarter during 2025. Bookings increased by an impressive 70% year over year in the third quarter.
Most importantly, this growth shows that Roblox is expanding at a significantly faster rate than the broader video game industry, which is currently growing at a low single-digit rate. The company's trailing-12-month revenue of $4.4 billion is a small fraction of annual consumer spending on games, providing a long runway for growth on the platform.
Over the last few years, management has made investments to expand the amount of content on the platform, attract older players, and create the conditions for more viral hits that can expand its revenue potential. The strategy worked, as daily users have more than doubled over the last two years, and these users are also spending more time on the platform. In the previous quarter, time spent on the platform jumped 91% year over year to 39.6 billion hours.
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Focus on the business, not the stock
Investor sentiment can significantly impact a stock's performance from one year to the next; however, the best course of action for long-term shareholders is usually to remain patient and focus on the business' performance. Those who took advantage of the 2022 sell-off could have used the opportunity to buy more shares, lower their cost basis in the stock, and realize market-beating gains over the last few years.
Roblox is tapping into the crossroads of artificial intelligence (AI)-generated content and immersive communication. There are numerous opportunities for growth in advertising and new forms of content beyond games. Management aims to reach 1 billion users over the long term, and its recent growth indicates that the business is continuing to move toward that target. If you can hold shares for at least 10 years, there's enough opportunity here to earn market-beating returns.
2025-12-07 10:444mo ago
2025-12-07 05:004mo ago
Prediction: These 3 Stocks Could Be Worth More Than Apple 3 Years From Now
High valuation metrics prop up Apple's market valuation.
Apple (AAPL 0.68%) is the world's second-largest company after Nvidia (NVDA 0.53%), with a market cap of about $4.2 trillion. That's a monster business, but I don't think it will stay in second place for long. I don't think it will become the world's largest company, either. I believe some other stocks will pass Apple during the next few years, based on its slow growth and high valuation.
It's likely that Alphabet (GOOG +1.16%) (GOOGL +1.09%), Microsoft (MSFT +0.48%), and Amazon (AMZN +0.18%) will grow to become larger companies than Apple by market cap.
Image source: Getty Images.
Alphabet
As the third-largest company in the world, Alphabet doesn't have a long way to go to pass Apple as the second-largest company in the world. It's about $300 billion behind Apple right now, but if every company were valued the same, it would already be larger:
AAPL Revenue (Quarterly YoY Growth) data by YCharts.
Alphabet generates more net income than Apple does, so if it received the same valuation on its stock price, it would actually be worth more. Furthermore, Alphabet is growing far faster. Its revenue and operating income growth rates are nearly double those of Apple's, and its prospects are far brighter.
It's openly challenging Nvidia's dominance in the artificial intelligence (AI) computing market, as it may sell its tensor processing units (TPUs) to Meta Platforms as an alternative to Nvidia's graphics processing units (GPUs). Its advertising platform Google is also doing quite well, and if that keeps up, Alphabet will have no issue passing Apple in market cap during the next three years.
Microsoft
Microsoft is in a similar boat as Alphabet, just with less impressive net income figures:
AAPL Revenue (Quarterly YoY Growth) data by YCharts.
Microsoft's net income is only a sliver behind Apple's total. If you factor in Microsoft's growth rates, it will be no time before it passes Apple in market cap. (It's about $3.6 trillion now.)
Microsoft has a thriving software business and a strong cloud computing platform that's growing on the back of powerful AI demand. These tailwinds aren't going to slow during the next few years, and they make Microsoft a strong candidate to pass Apple in market cap.
Amazon
Last in this group is Amazon. It has the toughest road by far. It's market value is about $1.7 trillion smaller than Apple's ($2.5 trillion at this writing) and is valued in roughly the same ballpark, at about 30 times forward earnings. It's revenue is growing only slightly faster, with its most recent quarter delivering 13% growth versus Apple's 8%. That isn't going to cut it to make up the $1.7 trillion difference in three years.
However, Amazon has two tricks up its sleeve. The first is its cloud computing business, Amazon Web Services. AWS experienced a growth resurgence during the third quarter, with revenue rising 20% year over year -- the fastest in many quarters. With AWS accounting for 66% of operating income in Q3, it's a key part of Amazon's profitability picture.
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The second key to Amazon's rising profitability is its advertising business. This is its fastest-growing business unit, accounting for 24% growth in Q3. Although Amazon doesn't break out division profitability as it does with AWS, we know from other advertising-focused businesses like Alphabet that its margins are likely quite healthy.
A combination of Amazon's sustained growth and Apple's premium valuation decreasing due to low growth rates could push Amazon to become a larger company than Apple during the next three years. While this isn't a sure bet, I think it's probable.
Keithen Drury has positions in Alphabet, Amazon, Meta Platforms, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
2025-12-07 10:444mo ago
2025-12-07 05:014mo ago
I Let Reddit Choose My Wedding Dress — and They Got It Right
The sluggish housing market has taken a severe toll on this luxury home goods store.
RH (formerly Restoration Hardware) (RH +0.70%) is a leading luxury home goods retailer that experienced strong revenue growth until recently. A weak housing market led to a sharp downturn in the company's revenue. As a result, the stock has lost more than half its value over the last five years, while the S&P 500 index has risen 87% at the time of writing.
With the Federal Reserve expected to continue lowering interest rates over the next year, this is a good time to consider investing in stocks that could benefit from a housing recovery, such as RH.
Here's why RH is particularly attractive right now.
Image source: Getty Images.
What happened to RH
RH's business is clearly not immune to the cyclical nature of the housing market. The company's revenue peaked at $1 billion in the third quarter of 2021 and fell to a low of $727 million by fiscal Q1 2024. But RH has already begun to see a modest recovery. In the most recent quarter, revenue increased to $899 million.
Still, the recovery hasn't helped the stock, which is down 58% year to date. This can be attributed to uncertainty around tariffs and competition, which reduces future visibility in the company's profits. RH reported an operating profit margin of more than 20% before the downturn; however, its operating margin was just 12% on a trailing-12-month basis through the recent quarter.
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Focusing on long-term value
Just because a stock has underperformed doesn't mean it's a bad business that is not worth investing in. In the case of RH, nothing has damaged its brand or ability to profitably grow over the long term. This presents a good buying opportunity for investors who can hold the stock for at least five years.
A key catalyst to watch that could send the stock soaring in the years to come is the company's global expansion. It's expanding in Europe, where demand in England has been robust, up 76% in the recent quarter. International expansion will require high upfront costs but could lead to higher profits in the long run.
Furthermore, RH is actively managing selling prices to offset the higher costs resulting from tariffs, which should firm up its margins in the next year or so. Analysts expect its operating margin to climb back to nearly 20% by fiscal 2030. This could translate to 46% compound annual growth in adjusted earnings per share. With the stock trading at a forward (one-year) price-to-earnings ratio of 12.8, RH could offer incredible returns over the next five years.
John Ballard has no position in any of the stocks mentioned. The Motley Fool recommends RH. The Motley Fool has a disclosure policy.
2025-12-07 10:444mo ago
2025-12-07 05:054mo ago
Here's Why USA Rare Earth Stock Crashed in November
The company has delivered some good news lately that will please long-term investors.
Shares in USA Rare Earth (USAR 1.49%) crashed by 30.8% in November, according to data provided by S&P Global Market Intelligence. It's the kind of performance that highlights the highly speculative nature of investing in rare-earth companies in the current environment, not least due to their sensitivity to political developments.
U.S. and China's rare-earth relations
The simple fact is that China dominates the market for rare-earth materials and rare-earth magnets, producing up to 90% of the world's supply of the latter. This gives the country a strong bargaining position in trade disputes with the U.S., and it also gives the Trump administration a powerful incentive to take measures to ensure a long-term domestic supply of rare-earth materials and magnets.
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As such, whether investors like it or not, stocks like USA Rare Earth will be influenced by developments in trade negotiations and speculation surrounding them. Consequently, USA Rare Earth stock soared in October on the news that China planned to implement new export controls on rare-earth materials. The idea being that the U.S. administration would be more likely to implement the kind of favorable actions (investments, purchasing agreements, and other support) toward USA Rare Earth as it did with MP Materials.
Additionally, if there is uncertainty about obtaining supplies from China, potential customers may opt to enter into agreements with USA Rare Earth instead.
What happened in November
However, the opposite can happen too. When China decided to pause the new export controls in early November, many investors pulled money out of the stock.
It's a frustrating situation for long-term investors who believe in the company's potential, but it's worth considering when evaluating entry points for buying the stock. On that note, the good news is that USA Rare Earth has experienced some positive developments recently, which should help derisk the stock.
Image source: Getty Images.
Derisking USA Rare Earth
As a reminder, the company's business model is somewhat back-to-front. It plans to manufacture rare-earth magnets at its Stillwater, Oklahoma, plant while building a supply chain of materials to feed it. While the company controls rights to a rare-earth mine, Round Top Mountain in Texas, and envisions developing it, USA Rare Earth " initially will be focused on partnering with ex-China suppliers and building or buying the capabilities we need to profitably manufacture high quality neo magnets in the United States."
To support this plan, the company bought Less Common Metals (LCM), a British manufacturer of rare-earth metals and alloys that gets its raw materials from outside China. This deal helps USA Rare Earth secure its supply of materials.
A few weeks later, LCM signed a supply agreement with Solvay and Arnold Magnetic Technologies Corporation, a deal that is expected to generate revenue for the company.
These events help derisk the stock and make it more investable for investors with a tolerance for risk, and a positive outlook on the company's potential to meet the U.S. need for a domestic supply of critical rare-earth materials.
2025-12-07 10:444mo ago
2025-12-07 05:154mo ago
Why I'm Buying Duolingo Stock Like There's No Tomorrow
Opportunities such as this don't come around every day.
It's rare to find a profitable business growing revenue at a rate of more than 40% annually. Rarer still is finding a profitable growth stock that has dropped 66% in value. But app-based education company Duolingo (DUOL +5.97%) meets all of this rare criteria. And since this doesn't happen very often, I'm buying like there's no tomorrow.
I'm channeling the wisdom from my favorite investor, the late Charlie Munger. As he said, "Life is not just bathing you with unlimited opportunities." Therefore, Munger believed that a good opportunity deserved decisive action. And that's what I've done with Duolingo stock.
Image source: Duolingo.
At one time, Duolingo was a stock that I avoided because I didn't believe it had a sustainable business model. But the stock landed on my watchlist as I've been proven wrong. And now, with the stock price way down, it was time to act.
I've found language learning to be a discouraging process over the years -- I couldn't imagine a company finding a way to attract and retain long-term learners. But through relentless A/B testing, Duolingo has found a way to make language learning fun and attract 135 million monthly active users, as of the third quarter of 2025.
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More impressive still is Duolingo's ability to get users to pay. There is a free version of the platform, which is monetized through advertising. But the company has 11.5 million paying subscribers (accounting for 84% of revenue) as of Q3, which is up 34% year over year.
This is the fast growth I referenced at the start. But Duolingo isn't only growing fast, it's also generating substantial free cash flow -- nearly $350 million over the last 12 months. That's the benefit of scaling a digital business such as this.
In short, Duolingo has a knack for finding users and turning them into paying subscribers. This not only sustains its strong growth rate, but it also delivers attractive profits. This is the basis of my investment thesis for Duolingo stock.
DUOL Free Cash Flow data by YCharts
However, Duolingo is eyeing years of growth ahead. There are plenty of potential additional users for its language learning platform. And less than 10% of its current user base is a paying subscriber, representing a significant upside opportunity.
This is just an opportunity with learning a language. But Duolingo seeks to expand into all realms of education. Right now, it's developing products for chess, math, and literacy. But in the long term, almost anything could be turned into a gamified learning experience.
Given its success thus far, Duolingo isn't a business that I would bet against. It continues to grow fast and earn profits for investors. And that's why I'm excited to buy this dip with the stock. That said, I don't believe that this opportunity will last long, which is why I'm buying shares with a sense of urgency.
2025-12-07 10:444mo ago
2025-12-07 05:254mo ago
What to Expect in Markets This Week: Fed Interest Rate Decision and Powell Remarks; Earnings From Oracle, Broadcom
This week, the Federal Reserve takes center stage.
The U.S. central bank is expected to cut rates again on Wednesday, and remarks from Fed Chair Jerome Powell could shed light on the Fed’s plans for 2026. U.S. stock indexes posted modest gains last week, with the Nasdaq leading the way higher.
Market watchers will also be following earnings reports from companies including Oracle, Broadcom, GameStop, Costco, Adobe, and AutoZone. Trade deficit data, jobless claims, and the latest update on the federal government budget are due as well.
Read to the bottom for our calendar of key events—and one more thing.
Investors Watching for Fed Interest Rate Cut
The Federal Open Market Committee will hold its final meeting of the year, and many market watchers expect the central bank to cut interest rates Wednesday for a third straight time. Investors are expecting rates to drop to the 3.5% to 3.75% level, even as the debate continues over whether the central bank should move borrowing costs lower while inflation remains above the Fed’s target.
Fed officials will be making their decision without a full set of economic data to review, as economic reports are still delayed after the government shutdown. Fed officials won’t have the latest jobs report due to the data delays, but worries about the labor market are expected to push the central bank to cut interest rates again.
Fed Chair Jerome Powell will hold a post-meeting press conference, where he is expected to lay out the central bank’s views on the economy, job market, and inflation. His comments could provide guidance on how the Fed will treat interest rates at its next meeting in late January.
Tech, Retail Earnings Highlight Corporate Calendar
A handful of corporate earnings reports are likely to draw attention from investors as the spotlight remains on artificial intelligence.
Oracle reports on Wednesday. Its stock price plunged in November over concerns that the software firm was taking on too much debt to fund its AI infrastructure buildout. Also reporting is AI chipmaker Broadcom, whose share price has risen on optimism over its relationship with Google-parent Alphabet, a major purchaser of its chips. Graphics software maker Adobe’s Wednesday report will provide more insight into its AI sales despite a drop in the company’s stock price.
Several noteworthy retailers are also on the schedule. Costco’s report on Thursday may shed light on how tariffs are affecting the retailer, which recently announced it was suing the Trump administration over its trade policies. AutoZone’s report will highlight the company’s profit levels, which missed analyst expectations in the prior quarter as it raised spending to build out more stores.
Job openings (October)
More Data to Watch: NFIB small business optimism (November)
Key Earnings: AutoZone (AZO), Toll Brothers (TOL), Ferguson Enterprises (FERG), Casey’s General Stores (CASY), AeroVironment (AVAV), GameStop (GME), SailPoint (SAIL), Core & Main (CNM), Campbell’s (CPB)
Wednesday, Dec. 10
Federal Open Market Committee interest rate decision
Fed Chair Jerome Powell press conference
More Data to Watch: Employment cost index (Q3), monthly U.S. federal budget (November)
Key Earnings: Oracle (ORCL), Adobe (ADBE), Synopsys (SNPS), Chewy (CHWY), Nordson (NDSN)
Thursday, Dec. 11
U.S. trade deficit (September)
More Data to Watch: Initial jobless claims (Week ending Dec. 6), Wholesale inventories (September)
Key Earnings: Broadcom (AVGO), Costco (COST), Ciena (CIEN), Lululemon (LULU), Netskope (NTSK)
Friday, Dec. 12
Federal Reserve Official Speaking: Chicago Fed President Austan Goolsbee
Key Earnings: Johnson Outdoors (JOUT), Value Line (VALU)
One More Thing
Looking for work but not interested in getting a college degree? Investopedia’s Elizabeth Guevara looks at the careers that are accessible with a certificate, license, or associate's degree.
Do you have a news tip for Investopedia reporters? Please email us at
[email protected]
2025-12-07 10:444mo ago
2025-12-07 05:304mo ago
Why Nvidia and Other AI Stocks Have Lost Their ‘Quality' Status
A popular ETF dropped Big Tech stocks, which gets at an important issue: Is the bet on artificial intelligence a vast potential profit pool, or a money pit?
Analyst’s Disclosure:I/we have a beneficial long position in the shares of MSFT, GOOG, AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2025-12-07 09:444mo ago
2025-12-07 04:004mo ago
Bitcoin hits 171 red days – What that means for 2026
Bitcoin has won as the money for the next 5,000 years, according to prominent investor Mark Yusko .
Cover image via U.Today
During a recent interview, Mark Yusko stated that Bitcoin had already won.
"I'm a long-term wildly bullish believer in Bitcoin. To me, Bitcoin has won as the money for the next 5,000 years. So, gold was money for the last 5,000[years]. Bitcoin is money for the next 5,000. It's the transition from analog to digital."
Yukso sees Bitcoin as digital gold, a store of value that will endure over millennia. On the other hand, fiat money has no intrinsic value, and its purchasing power erodes over time due to inflation.
HOT Stories
"All fiat eventually goes to its intrinsic value, which is zero… The problem with currencies, there have been 775 paper currencies in the history of the world. Three-quarters of them no longer exist."
Smart contract platforms Yusko acknowledges that smart contracts and programmable blockchains (Ethereum, Solana) have value. Being a Bitcoin maximalist doesn’t preclude investing in other crypto projects.
"I want to like the whole smart contract universe because I do believe that there’s a role for a world computer… I’m torn because there are those that don’t want to believe in one or the other. They’re not mutually exclusive," he said.
Yusko has stressed that he is a "technoloby maximalist." ""I am a technology maximalist. I love technology. I love working with innovators," he said.
AI and crypto He sees a future where blockchain and AI integrate, enhancing security, verification, and intelligence. Blockchain provides trust-minimized infrastructure, AI provides decision-making and data analysis.
"I think those two technologies [AI and crypto] are absolutely intertwined. We call it blockchain intelligence. You need each other."
The real-world usefulness of Shiba Inu is minimal, and its value is largely dependent on investor sentiment.
At the height of the cryptocurrency investment craze a few years ago, Shiba Inu's (SHIB +0.89%) value skyrocketed, and many investors were assuming it could reach $1 or higher. Those hopes have been dashed spectacularly over the past few years, and the value of one Shiba Inu coin has fallen by 90% since its peak in 2021.
However, some cryptocurrency investors believe that Shiba Inu could bounce back from its losses and reclaim some of its former glory. Here's why that's unlikely and why investors would do better to avoid Shiba Inu altogether.
Image source: Getty Images.
Shiba Inu has no real-world utility
The biggest problem with meme coins is that they often lack, or have minimal, real-world utility. Developers have tried to spark interest in Shiba Inu by launching a metaverse with the coin and creating ShibaSwap, a decentralized exchange. But those are Band-Aids over Shiba Inu's fatal flaw -- that it doesn't have practical usefulness in the real world.
Compare that with Ethereum (ETH +0.54%), where many decentralized apps (dApps) are built and where major financial firms use its blockchain for some global payment transactions. Ethereum has become the de facto blockchain because it has a large developer network that keeps it up to date, and it is more secure than competing technologies.
Shiba Inu's price rises and falls simply on the sentiment of crypto investors, which is a bad investment strategy for serious investors.
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It hasn't benefited from a crypto-friendly government
Another red flag for Shiba Inu is the fact that even amid a generally pro-crypto government in the U.S. right now, the meme coin has continued to fall.
To be clear, I don't think a lot of the pro-cryptocurrency moves the Trump administration has made are good, including Trump launching his own meme coin, which raises lots of ethical questions. But the fact that Shiba Inu is down 68% over the past year, despite a rollback of some crypto regulations, could be an indicator that Shiba Inu's price can't even make gains during seemingly beneficial moves in the crypto industry.
While other coins have fallen recently as well, I'd argue that some, like Bitcoin and Ethereum, have fallen much less and have far more practical use cases than Shiba Inu. Meaning, their pullback could be more temporary than an indication of bigger issues.
Better to leave this dog alone
There are many better cryptocurrencies out there to invest in, without having to place a wild bet on Shiba Inu. Investors hoping for the coin to surge higher and usher in a sustainable meme coin rally are likely to get bit in the long run.
2025-12-07 08:434mo ago
2025-12-07 02:564mo ago
Chainlink's Steady Market Position Reflects Investor Optimism Amidst ETF Growth
Chainlink’s market dynamics are holding firm at approximately $14, showcasing resilience even as the broader cryptocurrency rally loses momentum. This stability comes at a time when the Chainlink exchange-traded fund (ETF) is nearing an impressive $50 million in inflows, signaling strong investor interest and confidence. The reduced supply of Chainlink tokens on exchanges further supports a bullish forecast for its value.
Chainlink’s ETF, which represents a collection of assets within the cryptocurrency market, has attracted significant attention from institutional investors. With nearly $50 million in investments, this fund enhances the visibility and credibility of Chainlink as a formidable asset in the digital currency arena. This surge in ETF inflows is particularly noteworthy against the backdrop of a cryptocurrency market that often experiences volatility.
The current price consolidation at $14 can be seen as a foundation for potential growth. The lower availability of Chainlink on exchanges suggests that investors are holding onto their tokens, anticipating future price appreciation. This reduction in supply can lead to upward pressure on the price if demand persists, a classic scenario in financial markets where scarcity can drive value.
Chainlink’s position is bolstered by its underlying technology, which facilitates secure and reliable real-world data transfer to blockchain systems through decentralized oracles. This function is crucial for enabling smart contracts and decentralized applications to operate effectively, making Chainlink an integral component of the blockchain ecosystem. As the use of smart contracts expands across various industries, Chainlink’s utility and demand are likely to increase.
Historically, the cryptocurrency market has been characterized by rapid fluctuations and speculative trading. However, the introduction of ETFs like Chainlink’s provides a more structured and regulated investment avenue, which can attract more traditional investors who might otherwise avoid the volatility of direct cryptocurrency investments. The growth of ETFs in the crypto space represents a broader acceptance and integration of digital assets into mainstream financial systems.
Despite the positive outlook, potential risks remain. The regulatory environment for cryptocurrencies continues to evolve, with governments worldwide scrutinizing digital currencies and considering potential restrictions. Regulatory actions could impact the market dynamics for Chainlink and other cryptocurrencies, influencing investor behavior and market prices.
Moreover, the inherent volatility of the cryptocurrency market cannot be ignored. While Chainlink has shown stability, factors such as sudden market sell-offs, technological setbacks, or macroeconomic changes could adversely affect its price. Investors need to remain vigilant and informed about these potential risks while engaging in the crypto market.
Comparatively, other cryptocurrencies have experienced fluctuating fortunes. Bitcoin, often considered the bellwether of digital currencies, has had its fair share of ups and downs but continues to dominate the market in terms of value and adoption. Ethereum, with its strong focus on decentralized finance (DeFi) and smart contracts, has also maintained a significant market presence. Chainlink’s role as a data facilitator positions it uniquely within this ecosystem, supporting both Bitcoin’s and Ethereum’s functionalities.
The significance of Chainlink’s ETF nearing the $50 million mark cannot be understated. It reflects a growing institutional interest in blockchain technology and its applications, potentially paving the way for further innovations and developments. Institutional investors bring with them a level of scrutiny and analysis that can lead to more informed and strategic market participation, ultimately benefiting the overall stability and maturity of the crypto sector.
Chainlink’s achievements also shine a light on the broader digital asset market, which continues to evolve and attract diverse investment strategies. As blockchain technology matures, more sophisticated financial products are likely to emerge, offering investors varied ways to engage with digital currencies.
In conclusion, Chainlink’s current market resilience and the growth of its ETF highlight both the opportunities and challenges facing the cryptocurrency market. While the path forward is fraught with uncertainties, the potential for growth remains significant. As blockchain technology continues to integrate into the global financial landscape, assets like Chainlink are poised to play a critical role. Investors and stakeholders must navigate this complex environment with caution, balancing optimism with a clear understanding of the inherent risks involved.