Market Signal Briefing

A lost source of revenue is likely to reopen once again for the chip giant in the new year.

Nvidia's (NVDA +1.09%) gains on the stock market this year may not have been as great as in 2023 and 2024. However, the semiconductor bellwether still managed to clock respectable gains of 37% despite being under pressure at certain times owing to various factors.

Nvidia stock outperformed the tech-focused Nasdaq Composite's 21% jump by a nice margin. And now, the chip designer is entering the new year with a potentially solid tailwind on its side. President Donald Trump announced earlier in December that Nvidia will be allowed to sell its advanced H200 data center graphics processing units (GPUs) to approved Chinese customers. It looks like the wheels are already in motion, and Nvidia will soon be able to tap the Chinese market once again, according to an exclusive Reuters report.

Let's take a closer look at this news, and check why it is going to be a big boost for this semiconductor stock in the new year.

Image source: Nvidia.

Nvidia's Chinese revenue inflow could begin from February 2026
Reuters spoke to three people familiar with Nvidia's Chinese plans. The news agency learned that Nvidia informed its Chinese customers that it plans to start shipping the H200 processors before the mid-February Lunar New Year holiday.

The Reuters report claims Nvidia will initially ship between 40,000 and 80,000 H200 chips. Nvidia will fulfill these shipments from its existing H200 stock. Given that each H200 processor is priced at around $32,000, Nvidia could sell $1.28 billion to $2.56 billion worth of these chips into the Chinese market in the first quarter of fiscal 2027, which begins at the end of January 2026.

Of course, Nvidia's agreement with the Trump administration is that it will hand over a quarter of its Chinese revenue to the U.S. government. However, it is still a start, nonetheless, for a company that was frozen out of this market in April 2025 following export controls restricting sales of its advanced AI chips to Chinese customers. More importantly, the third source cited by Reuters in its report stated that Nvidia will bring additional production capacity online for its Chinese customers.

The company will start taking orders for the newly added capacity in the second quarter of 2026. This suggests Nvidia is confident regarding the demand for the H200 processors in China. That isn't surprising, as the H200 is around six times more powerful compared to the China-specific H20 processor it was selling there earlier. So, it is easy to see why Chinese tech giants Alibaba, ByteDance, and Tencent are looking to get their hands on these chips.

Another point of note is that Chinese government officials may mandate companies to purchase homegrown chips, along with the H200, to support the growth of local technology. This could further reduce the friction for Nvidia to sell its advanced chips in China, a market where it was on track to sell $30 billion worth of AI chips in the current fiscal year before the restrictions kicked in.

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The stock's returns next year could be better than in 2025
Nvidia already has a significant backlog of data center chip orders to fulfill in 2026, standing at around $275 billion. That number is now likely to head higher following the reopening of its access to the Chinese market, which could pave the way for a stronger jump in its revenue and earnings.

Nvidia has a 12-month median price target of $250, per 69 analysts covering the stock. That suggests a potential jump of 36% from current levels, almost in line with the stock's appreciation this year. However, the recent developments have led analysts to boost their earnings expectations from Nvidia in 2026.

Data by YCharts.

The current $7.52 earnings per share estimate for next year points toward a potential 60% increase from the ongoing fiscal year's estimated earnings of $4.69 per share. However, those estimates can increase once the additional business that Nvidia is likely to receive from China is factored in, paving the way for a bigger jump in this AI stock in 2026 compared to what it delivered this year.

This attractively valued AI software stock could become a multibagger thanks to its healthy position in a fast-growing end market.

Palantir Technologies (PLTR 2.81%) is likely one of the first names that comes to mind when investors are looking for a company that's capitalizing on the proliferation of artificial intelligence (AI). The company's expertise in the generative AI software market is a big reason why that's likely to be the case. After all, Palantir's Artificial Intelligence Platform (AIP) has been a massive hit among customers looking to integrate generative AI technology into their operations, helping them achieve significant productivity gains.

Unsurprisingly, Palantir's growth has accelerated remarkably this year, leading to a 156% surge in its stock price. However, concerns about Palantir's expensive valuation have weighed on the stock of late. This is evident from a 6% increase in its stock price over the past three months, despite the company delivering a solid set of results just last month.

However, shares of Twilio (TWLO +0.11%) have surged in the past three months. The stock has appreciated an impressive 36% during this period, significantly outpacing Palantir's gains. Let's examine why that has been the case and why it may be a good idea to buy this stock right away.

Image source: Getty Images.

AI is boosting Twilio's growth
Twilio is a cloud communications specialist that offers application programming interfaces (APIs), allowing its clients to communicate with their customers across various channels, including text, email, voice, chat, and others. The company's solutions have helped replace traditional contact centers. Its clients simply need the internet and a computer or smartphone to get in touch with their customers, rather than setting up physical contact centers that are more costly to establish and maintain.

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Apart from APIs, Twilio's cloud platform also offers AI-driven insights to its clients. For instance, Twilio customers can improve engagement and drive stronger sales with the help of AI-driven predictive analytics and recommendations. The company enables its clients to make personalized large language models (LLMs) based on customer data to gain a better understanding of customer habits and deploy marketing campaigns accordingly.

Importantly, Twilio's customer base is growing at a faster pace thanks to the adoption of its AI offerings. The company's active customer accounts increased by 22% year over year in the third quarter to 392,000. That was much better than the 4% increase in its active customer accounts in the same quarter last year.

An improvement in the spending of existing customers also accompanies this healthy increase in Twilio's active customer base. The company reported an increase of 4 percentage points in its dollar-based net expansion rate in Q3 to 109%. This metric compares the spending by Twilio's customers at the end of a quarter to the spending by that same customer cohort in the year-ago period. A reading of more than 100% means that existing customers purchased more of Twilio's offerings, and the good part is that this metric expanded at a healthy pace.

Twilio believes it can continue to win a bigger share of its customers' wallets through the cross-selling opportunities that its AI products are creating. Management remarked on the October earnings call that the number of customers using multiple products crossed 20% thanks to the growing adoption of its agentic AI and conversational AI solutions. So, Twilio still has a lot of room to push more cross-sales, and that should help the company clock robust earnings growth.

It reported a 22.5% year-over-year increase in its earnings in Q3 to $1.25 per share on a 15% year-over-year jump in revenue. Investors will do well to note that Twilio's growth trajectory has improved in recent quarters.

TWLO Revenue (Quarterly) data by YCharts.

The stock can turn out to be a long-term winner
The communications platform-as-a-service (CPaaS) market, which Twilio serves, is forecast to grow at an annual rate of 19% through 2034, according to Precedence Research. The market's revenue is anticipated to increase from $23 billion in 2025 to $108 billion in 2034, with AI playing an important role in fueling this growth.

Twilio is on track to end 2025 with just over $5 billion in revenue, indicating that it has a share of almost 22% in this space. That share could improve in the future as AI drives stronger adoption of Twilio's solutions across its customer base. Even if Twilio manages to increase its market share to 25% by 2034, its top line could reach $27 billion by the end of the forecast period.

Twilio is trading at an attractive 4.5 times sales right now, much lower than Palantir's sales multiple of 126. Assuming Twilio trades at even 5.5 times sales in 2034 (in line with the Nasdaq Composite index's sales multiple), its market cap could jump to $148 billion. Twilio currently has a market cap of $22 billion, indicating that this stock has the potential to become a multibagger pick in the long run.

, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Integer Holdings Corporation (NYSE: ITGR) between July 25, 2024 and October 22, 2025, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than February 9, 2026.

So what: If you purchased Integer common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

What to do next: To join the Integer class action, go to https://rosenlegal.com/submit-form/?case_id=49170 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than February 9, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Details of the case: According to the lawsuit, defendants made materially false and/or misleading statements and/or failed to disclose that: (1) Integer materially overstated its competitive position within the growing electrophysiology ("EP") manufacturing market; (2) despite Integer's claims of strong visibility into customer demand, Integer was experiencing a sustained deterioration in sales relating to two of its EP devices; (3) in turn, Integer mischaracterized its EP devices as a long-term growth driver for its cardio and vascular ("C&V") segment; (4) as a result of the above, defendants' positive statements about Integer's business, and operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Integer class action, go to https://rosenlegal.com/submit-form/?case_id=49170 call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

SOURCE THE ROSEN LAW FIRM, P. A.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of OZKAP 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.

I have written put options on OZK's common shares and will continue to do so in an attempt to establish a long position.

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.

Bank of America is too large to fail and can gain market share anytime a banking crises impact regional banks. The consumer banking and investment services are still growing and offer multiple pathways to higher profits.

Lead Plaintiff Deadline is February 6, 2026

, /PRNewswire/ -- Wolf Haldenstein Adler Freeman & Herz LLP reminds purchasers or acquirers of Gauzy Ltd. (NASDAQ: GAUZ) ("Gauzy") that a federal securities class action has been filed on behalf of investors who purchased Gauzy between March 11, 2025 through November 13, 2025, inclusive (the "Class Period"). Investors have until February 6, 2026 to seek appointment as lead plaintiff.

PLEASE CLICK HERE TO JOIN THE CASE AND SUBMIT CONTACT INFORMATION

Allegations

The complaint alleges that Gauzy and certain officers made materially false and misleading statements and/or failed to disclose that:

Three French subsidiaries lacked sufficient financial resources to meet their obligations as they came due;
As a result, it was substantially likely that French insolvency proceedings would be initiated; and
Those proceedings were substantially likely to trigger a default under Gauzy's senior secured debt facilities.

Corrective Disclosures

On November 14, 2025, Gauzy disclosed that the Commercial Court of Lyon ordered the commencement of French insolvency proceedings ("Redressement Judiciaire") for three French subsidiaries. The company further disclosed that these proceedings constituted a default under its existing senior secured debt facilities and that it would delay the release of its Third Quarter 2025 financial results.

Market Reaction

Following these disclosures, Gauzy's stock price declined approximately $2.00 per share, or 49.8%, over two trading days, closing at $2.02 on November 17, 2025.

Investor Deadlines

Lead Plaintiff Deadline: Investors have until FEBRUARY 6, 2026 to contact the firm to discuss how to become a lead plaintiff.

Why Wolf Haldenstein Adler Freeman & Herz LLP?:

This illustrious firm, founded in 1888, is steadfast in their pursuit of justice for investors who have suffered financial harm due to these misrepresented statements. The law firm brings to the fore over 125 years of legal expertise in securities litigation and has a proven track record of protecting the rights of investors.

We encourage all investors who have been affected or have information that will assist in our investigation, to contact Wolf Haldenstein Adler Freeman & Herz LLP.

Contact:

Phone: (800) 575-0735 or (212) 545-4774
Email: [email protected]
Contact Person: Gregory Stone, Director of Case and Financial Analysis

Firm Website: Wolf Haldenstein Adler Freeman & Herz LLP

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

SOURCE Wolf Haldenstein Adler Freeman & Herz LLP

Lead Plaintiff Deadline is February 17, 2026

, /PRNewswire/ -- Wolf Haldenstein Adler Freeman & Herz LLP reminds purchasers or acquirers Charming Medical Ltd. (NASDAQ: MCTA) ("Charming") that a federal securities class action has been filed on behalf of investors who purchased Integer between October 21, 2025 and November 12, 2025, inclusive (the "Class Period"). Investors have until February 17, 2026 to seek appointments as lead plaintiff.

PLEASE CLICK HERE TO JOIN THE CASE AND SUBMIT CONTACT INFORMATION

The filed complaint alleges violations of Sections 10(b) and 20(a) of the Securities Exchange Act of 1934. According to the lawsuit, Charming Medical's stock price experienced a rapid and artificial surge following its Initial Public Offering ("IPO") rising from $4.00 per share to a high of $29.36 without any corresponding fundamental company news.

Plaintiffs allege that this price increase was driven by a fraudulent, social-media-based stock promotion scheme. Investigations and public reporting revealed that impersonators posing as financial advisors promoted Charming Medical through online forums, chat groups, and social media, making sensational and unsupported claims designed to induce retail investor buying.

In November 2025, trading in Charming Medical securities was suspended, allegedly exposing the artificial nature of the run-up and causing investor losses.

The proposed class consists of all persons and entities who purchased Charming Medical securities during the class period and were damaged as a result, excluding defendants and their affiliates.

Lead Plaintiff Deadline: Investors have until FEBRUARY 17, 2026 to contact the firm to discuss how to become a lead plaintiff.

Why Wolf Haldenstein Adler Freeman & Herz LLP?:

This illustrious firm, founded in 1888, is steadfast in their pursuit of justice for investors who have suffered financial harm due to these misrepresented statements. The law firm brings to the fore over 125 years of legal expertise in securities litigation and has a proven track record of protecting the rights of investors.

We encourage all investors who have been affected or have information that will assist in our investigation, to contact Wolf Haldenstein Adler Freeman & Herz LLP.

Contact:

Phone: (800) 575-0735 or (212) 545-4774
Email: [email protected]
Contact Person: Gregory Stone, Director of Case and Financial Analysis

Firm Website: Wolf Haldenstein Adler Freeman & Herz LLP

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

SOURCE Wolf Haldenstein Adler Freeman & Herz LLP

Also from this source

These profitable businesses have plenty of room left to run.

Growth stocks are a great option for long-term investors due to their potential for high capital appreciation. These companies typically operate in innovative and dynamic industries and reinvest their earnings back into the business to fuel further expansion. This can lead to significant stock price increases through the years that can enrich your portfolio through the beauty of compounding returns.

If you're looking for top growth stocks to buy right now, here are three no-brainer names to consider.

Image source: Getty Images.

1. MercadoLibre
MercadoLibre (MELI +0.50%) is quickly becoming the digital backbone of Latin America, as its integrated e-commerce, logistics, and fintech ecosystem continues to thrive. By handling 95% of its own deliveries through its Mercado Envíos network, MercadoLibre achieves faster and more reliable shipping than its competitors, which remains a critical advantage amid the region's often-challenging infrastructure.

The company's Mercado Pago division provides essential financial services in an underbanked region. Its total credit portfolio has reached $11 billion as of the end of the third quarter of 2025, up 83% from a year ago, and a large portion of its payment volume is coming from outside the e-commerce platform.

MercadoLibre has been cash-flow positive every year since 2007 and has demonstrated an ability to fund its own expansion without excessive reliance on external capital. Newer ventures like digital advertising are high-margin businesses that can leverage the company's vast user data to drive growth and improve overall profitability in the years ahead.

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In Q3 2025, MercadoLibre's net revenue popped 39% year over year to $7.4 billion, the 27th consecutive quarter of year-over-year growth greater than 30%. Brazil is immensely important to MercadoLibre as the company's single largest and most crucial market, which accounts for over half of its total revenues. Management has emphasized a focus on long-term value creation over short-term margin improvements, making significant investments in logistics and expanding free shipping in Brazil.

The lowered free shipping threshold in Brazil led to a surge in items sold in Q3 (up 42% year over year in Brazil) and the largest quarterly addition of unique buyers in the company's history. Unique buyers in Brazil were up 29% year over year in Q3. MercadoLibre delivered about $718 million in adjusted free cash flow in the first nine months of 2025 alone. If you want to invest in a top-notch e-commerce and fintech stock, MercadoLibre looks like a no-brainer buy.

2. Eli Lilly
Eli Lilly (LLY +0.07%) briefly reached a $1 trillion market cap earlier this year, becoming the first healthcare company to achieve that milestone thanks to the explosive growth and global adoption of its obesity and diabetes treatments. In Q3 2025, Lilly reported 54% year-over-year revenue growth to $17.6 billion. Combined sales of its GLP-1 products Mounjaro (diabetes) and Zepbound (obesity) totaled over $10 billion in a single quarter and now account for more than 50% of the company's total revenue.

Lilly has unseated its rival Novo Nordisk as the market leader in the GLP-1 space and now controls nearly 60% of total U.S. prescriptions for these medications. The company recently submitted a New Drug Application to the FDA for its once-daily GLP-1 pill, forglipron, for the treatment of obesity in adults, following positive results from its Phase 3 trial. In this trial, orforglipron significantly outperformed the placebo in maintaining weight loss over 52 weeks in patients previously on semaglutide (the active ingredient in Ozempic and Wegovy) or tirzepatide (the active ingredient in Mounjaro and Zepbound).

This trial specifically tested weight maintenance after initial intensive treatment to demonstrate orforglipron's role in preventing weight regain. Patients switching from Wegovy regained approximately 2 pounds, and those switching from Zepbound regained approximately 11 pounds compared to the placebo. The pill was awarded a Commissioner's National Priority Voucher.

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While standard reviews typically take around 10 months, this voucher could result in an FDA decision as early as the first quarter of 2026. Lilly's CEO previously estimated a target approval date around March 2026. A separate application for orforglipron to treat Type 2 diabetes is expected to follow in the new year too. If approved, orforglipron will be the first small-molecule, once-daily oral GLP-1 receptor agonist available for weight management. Analysts expect it to generate up to $40 billion in annual revenue at its peak.

Another key GLP-1 drug candidate is Eli Lilly's retatrutide, a first-in-class triple hormone receptor agonist, which means it mimics the effects of three naturally occurring hunger-regulating hormones simultaneously. The drug is currently in Phase 3 trials and has shown unprecedented weight loss results (averaging 28.2%) in clinical data released in late 2025. Beyond weight loss, Lilly is seeing strong demand for Kisunla, its Alzheimer's treatment, which is expected to launch in multiple European markets in 2026. This appears to be a fantastic healthcare stock to buy and hold for the long term. It also happens to be a long-standing dividend payer, with a yield just under 1% partly due to the stock's generous run-up of 40% over the last year.

3. Alphabet
In Q3 2025, Alphabet (GOOGL 0.20%) (GOOG 0.24%) reported its first-ever $100 billion quarter. Its total revenue reached $102.3 billion (up 16% from a year ago), and diluted earnings per share (EPS) jumped 35.4% to $2.87. The company maintains one of the world's strongest balance sheets, with $98.5 billion in cash and marketable securities as of the last count. Google Cloud revenue increased 34% year over year to $15.2 billion in Q3 2025. Operating margins for this segment also expanded significantly to 23.7%, up from 17.1% a year earlier.

The company has a massive $155 billion backlog of non-recognized sales contracts, which reflects the impressive future demand for its artificial intelligence (AI)-powered infrastructure. Alphabet's primary AI model, Gemini, now has over 650 million monthly active users and is driving a 3x increase in search queries through AI Overviews. Moreover, Alphabet's custom Tensor Processing Units (TPUs) are seeing high demand from external companies, which could potentially create a multibillion-dollar revenue stream.

Despite fears of AI disruption, Google Search revenue grew 14.5% year over year in Q3 to $56.6 billion as the company maintains its roughly 90% global share of the search engine market. Advertising revenue on YouTube grew 15% to $10.3 billion, bolstered by the monetization of Shorts, and paid subscriptions (YouTube Premium, Google One) crossed 300 million, underscoring the ability of this segment to provide a stable, high-margin recurring revenue stream.

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Alphabet has been one of the best-performing stocks in the Magnificent Seven for 2025, with shares rising roughly 60% year to date. Despite the rally, it trades at a forward price-to-earnings ratio (P/E) around 28, which is quite reasonable given its more than 30% earnings growth rate. Investors should also pay attention to Alphabet's Waymo. The autonomous driving subsidiary is emerging as a leader in the U.S. robotaxi market, with fully autonomous, publicly available services currently operating in Phoenix, San Francisco, Los Angeles, Atlanta, and Austin, Texas.

Waymo is rapidly expanding, processing over 450,000 paid rides per week, and is reportedly in talks to raise over $15 billion at a valuation approaching $100 billion. Alphabet remains a top tech stock that looks like a great buy now and for the long term if you're a growth-oriented investor seeking a profitable, powerhouse business.

NZAC applies an ESG climate screen and leans more heavily into technology, while URTH follows the traditional developed-markets universe. NZAC charges a lower expense ratio but is much smaller and less liquid than URTH, which may affect trading costs for larger investors.

This stock is a great choice for cautious and aggressive investors.

Investors flocked to Moderna (MRNA 4.73%) stock in the early days of the pandemic for one big reason: The company sold one of the world's most-needed products, a coronavirus vaccine. The vaccine brought in billions of dollars of revenue, and with this first product, Moderna went from a clinical-stage biotech to a highly profitable commercial-stage company in a matter of months.

Though Moderna stock soared back then, in more recent times, the stock has stumbled. The company has seen vaccine sales decline, and its second big product -- its respiratory syncytial virus (RSV) vaccine -- hasn't performed as well as expected when it comes to delivering growth. Still, Moderna has made progress on cost cuts and has refocused its pipeline on several promising programs. And investors may be taking notice. The stock has climbed more than 30% over the past month.

But, if you're looking to invest in a surefire biotech winner, forget Moderna stock. The following player is a much better buy...

Image source: Getty Images.

Why skip Moderna?
So, first, why should you turn away from Moderna right now? The biotech offers a promising recovery story and potentially a long-term growth story too, but it involves some risk: It still must reach certain goals, such as cash breakeven in 2028 or the launch of new products over the next few years. This means Moderna may not be the best choice for cautious investors.

But, Vertex Pharmaceuticals (VRTX 0.01%) is a biotech player that's suitable for both cautious and aggressive investors right now. The company has a long track record of earnings growth thanks to its leadership in cystic fibrosis (CF) treatment -- it's No. 1 worldwide in this area. The company transformed the treatment of this disease with its CFTR modulators, which correct a faulty protein made by the CFTR gene.

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Vertex's latest CFTR modulators, Trikafta and Alyftrek, approved in 2019 and in 2024, respectively, treat nearly 95% of those with CF -- and Vertex is working on a candidate to treat this remaining percentage of the CF population that can't be helped by these drugs. Importantly, Vertex's intellectual property protects its position in this market through the late part of the next decade.

Vertex's CF drugs are bringing in billions of dollars in sales -- for example, the company's total revenue climbed 11% to more than $3 billion in the latest quarter -- and this momentum is very likely to continue due to the strength of the CF products.

Winning approval for new products
On top of this, in recent years, Vertex has expanded into other treatment areas and won approval for Casgevy for blood disorders and Journavx for pain management. Both of these could add billions of dollars to Vertex's top line in the coming years. Journavx could become a particularly big product as it fills a major need: Painkillers generally are either over-the-counter options that may not be effective in certain cases or prescription opioids, which have been linked to addiction. Journavx offers doctors and patients an effective, non-opioid option, and so far, they've been receptive. From March, when it became available, through the middle of October, more than 300,000 Journavx prescriptions were filled.

Vertex also has a pipeline including both CF and other candidates that should fuel growth further down the road.

Now, let's take a look at share performance and valuation. Vertex stock has climbed almost 100% over the past five years, and this year it's gained about 15%, showing that it's been a winner in the long term and in the short term. As for valuation, Vertex trades for 25x forward earnings estimates, down from about 27x a few months ago -- today's price may not be dirt cheap, but it's a reasonable price to pay for a company with such leadership in its specialty area and a broadening portfolio of products.

Of course, Vertex may not always be a short-term winner -- like every stock, it might lose momentum at certain points. But this biotech player already has the financial strength and portfolio of products to win over time, and that makes it a better buy right now than Moderna.

SAN DIEGO--(BUSINESS WIRE)--The law firm of Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving Cogent Communications Holdings, Inc. (NASDAQ: CCOI) focused on whether Cogent Communications and certain of its executives made false and/or misleading statements and/or failed to disclose material information to investors.

If you have information that could assist in the Cogent Communications investigation or if you are a Cogent Communications investor who suffered a loss and would like to learn more, you can provide your information here:

https://www.rgrdlaw.com/cases-cogent-communications-holdings-inc-investigation-ccoi.html

You can also contact attorneys J.C. Sanchez or Jennifer N. Caringal of Robbins Geller by calling 800/449-4900 or via e-mail at [email protected].

THE COMPANY: Cogent Communications provides high-speed internet access, private network, and data center colocation space services.

THE REVELATION: On November 6, 2025, Cogent Communications reported third quarter of 2025 financial results, revealing service revenue year-over-year decrease of nearly 6%. Cogent also disclosed that it would cut its dividend by 98%, from $1.015 per share the prior quarter to $0.02 per share. After this news, the price of Cogent Communications shares fell nearly 35%.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world’s leading law firms representing investors in securities fraud and shareholder litigation. Our Firm has been ranked #1 in the ISS Securities Class Action Services rankings for four out of the last five years for securing the most monetary relief for investors. In 2024, we recovered over $2.5 billion for investors in securities-related class action cases – more than the next five law firms combined, according to ISS. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs’ firms in the world, and the Firm’s attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

Past results do not guarantee future outcomes.

Services may be performed by attorneys in any of our offices.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Broadcom (NASDAQ:AVGO) delivered stellar fiscal fourth-quarter results earlier this month, with record revenue, beating analyst estimates. AI-driven growth powered the performance, yet the stock tumbled sharply afterward, dropping as much as 21% from $405 per share before the report to $321 per share in the following days. 

While Broadcom shares have since recovered some ground, they remain approximately 15% below their pre-earnings levels. This selloff is the result of a disconnect between strong fundamentals and the market’s reaction. 

There are three key reasons behind the decline in Broadcom stock, but these concerns open up an opportunity for investors to buy at a lower price.

Broadcom Shows Exceptional Strength
Broadcom reported net revenue of $18 billion for the period, a 28% increase from $14 billion a year earlier. Semiconductor solutions revenue reached $11.1 billion, up 35% year-over-year, while infrastructure software contributed $6.9 billion, up 19%. AI semiconductor revenue was exceptionally strong, rising 74% year-over-year to $6.5 billion. Adjusted earnings came in at $1.95 per share, up 37% from the year-ago quarter, with adjusted EBITDA at $12.1 billion, for margins of 68%, which was also 34% higher than last year, allowing Broadcom to generate a 36% increase in free cash flow to $7.5 billion. 

CEO Hock Tan highlighted the momentum, noting AI revenue growth drove the results. Broadcom also offered robust guidance for Q1, projecting revenue of $19.1 billion, up 28% year-over-year, with AI semiconductor revenue expected to double to $8.2 billion. Semiconductor revenue is forecast at about $12.3 billion, up 50%, underscoring continued demand acceleration.

Reason 1 For the Selloff: AI Backlog
While AI-related order backlog of over $73 billion — deliverable over 18 months — was substantial, representing nearly half of the consolidated $162 billion backlog, was lower than anticipated for the pace of AI demand. This backlog includes custom AI accelerators (XPUs) and networking components like the Tomahawk 6 switch, with over $10 billion in orders for the latter alone. Management described bookings as “unprecedented” in recent months, but the specific backlog number contributed to perceptions of moderating momentum.

Reason 2: Expected Margin Pressure
Where gross margins were 77.9%, management said it expected a sequential decline of about 100 basis points in Q1 due to a higher mix of AI revenue, including passthrough costs in rack-level solutions. AI semiconductors, particularly custom chips and systems, carry lower margins than traditional products. Semiconductor gross margins are around 68%, compared to 93% for infrastructure software. As AI becomes a larger portion of revenue, this mix shift is expected to dilute overall margins slightly, even as absolute operating profit dollars grow.

Reason 3: Slowing Growth in Infrastructure Software
A third concern was the outlook for infrastructure software, primarily from VMware. Although segment revenue grew 19%, guidance called for low double-digit growth next year, with Q1 at $6.8 billion, only 2% higher  year-over-year. This deceleration from prior rates raised questions about sustained momentum in the software segment, which has offered high-margin stability.

Why This Is a Buying Opportunity
Despite the stock’s tumble, Broadcom’s outlook remains robust, driven by accelerating AI demand that management describes as a multiyear trend. AI revenue is on track to double in Q1, fueled by custom accelerators and Ethernet networking. 

The company has also diversified its customer base, adding a fifth XPU client with a $1 billion initial order for delivery in late 2026, alongside follow-on commitments worth $11 billion from existing hyperscalers. Networking backlog for AI switches exceeds $10 billion, reflecting strong deployment needs.

Moreover, bookings have surged recently, with visibility into leading-edge nodes and advanced packaging secured through facility expansions. Non-AI semiconductors remain stable, supported by a recovery in broadband. 

Broadcom continues to deliver strong capital returns, raising its dividend 10% and extending a $7.5 billion repurchase program. These factors point to sustained growth in 2026 and beyond. Broadcom is likely to surprise the market in future earnings reports with its strength, making the drop in its stock today the time to buy.

The year 2025 will go down in financial history as the year the metals complex finally woke up. For investors watching the tickers, the moves have been nothing short of historic. A perfect storm of Federal Reserve rate cuts has weakened the dollar and lit a fuse under hard assets.

Gold has surged approximately 73% year-to-date, shattering ceilings to trade near $4,540 per ounce. Silver has performed even more aggressively, climbing more than 140% to trade above $70. These moves have generated life-changing wealth for early adopters, but they have also created anxiety among those on the sidelines.

The fear of missing out (FOMO) is palpable. New capital entering the market today faces a difficult psychological hurdle: Is it too late to buy at all-time highs? While precious metals may still have room to run based on monetary policy and geopolitical fears, the risk-to-reward ratio has undeniably shifted. However, scanning slightly further down the commodities list reveals a glaring divergence.

Get COPX alerts:

Copper, often called "Dr. Copper" for its ability to gauge the health of the global economy, is up roughly 38% this year. In a normal market, a 38% gain would be front-page news. But in the shadow of gold and silver’s parabolic runs, copper looks like a distinct value play. Trading around $5.77 per pound, copper has not yet experienced the catch-up rally that historically occurs in the second phase of a commodities supercycle. As 2026 approaches, market dynamics suggest the red metal is mathematically primed to close this valuation gap.

The AI Supply Shock: A New Driver for Demand
Historically, copper demand was tied to traditional, old-economy industries: homebuilding, manufacturing, and electrical infrastructure. If GDP growth slowed, copper prices dropped. That correlation is breaking down because a new, price-inelastic buyer has entered the market: Artificial Intelligence (AI).

The rapid buildout of AI infrastructure requires massive amounts of power and cooling systems, both of which are incredibly copper-intensive. A standard data center uses significant copper for cabling and power distribution, but the new generation of AI-specific centers requires exponentially more. Data from BloombergNEF indicates that copper demand specifically for data centers could reach 572,000 tonnes annually by 2028.

This surge in demand is colliding with a rigid, unresponsive supply chain. In the tech sector, software can be updated overnight. In the mining sector, reality moves much more slowly. It takes, on average, over 15 years to discover, obtain permits for, and build a new copper mine.

The Grade Problem: Existing mines are suffering from declining ore grades, meaning miners have to dig up more earth just to produce the same amount of metal.
The Pipeline: There are very few mega-projects scheduled to come online in the next 24 months.

Wood Mackenzie, a leading energy research consultancy, forecasts a refined copper deficit of 304,000 tonnes for 2025/2026. This is known as a structural deficit. The demand is real and immediate, but the new supply is years away. This imbalance creates a natural price floor. For investors, this means the driver of copper prices is no longer just whether the economy is growing; it is the physical inability of miners to dig metal out of the ground fast enough to meet the tech sector's needs.

Top Copper Stocks for 2026
Investors looking to capitalize on this supply-demand mismatch have several options. The key is to identify companies with strong fundamentals that can convert higher copper prices into free cash flow without taking on excessive risk.

Freeport-McMoRan: The Volume Leader
As North America’s premier copper producer, Freeport-McMoRan NYSE: FCX offers direct leverage to the spot price of the metal.

Freeport-McMoRan Today

FCX

Freeport-McMoRan

$53.07 +1.15 (+2.21%)

As of 12/26/2025 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$27.66▼

$53.77Dividend Yield0.57%

P/E Ratio37.37

Price Target$49.49

The Grasberg Factor: Freeport operates the Grasberg district in Indonesia, one of the world's largest copper and gold deposits. This gold production acts as a natural hedge, effectively lowering the cost of producing copper.
The Bull Case: Freeport is a volume story. Because their production costs are relatively fixed, every $0.10 increase in the price of copper expands their profit margins disproportionately.
Valuation: Despite trading near $53 per share, many analysts view the stock as undervalued relative to its future cash flows. If copper prices sustain levels above $5.50 per pound, the company’s ability to generate cash is substantial.
Financial Health: The company has spent the last two years aggressively reducing debt, positioning its balance sheet to handle market volatility while returning capital to shareholders.

Southern Copper: The Reserves & Income Play
For investors seeking stability and income alongside growth, Southern Copper NYSE: SCCO is a compelling alternative.

Southern Copper Today

$149.49 +1.36 (+0.92%)

As of 12/26/2025 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$74.84▼

$152.19Dividend Yield2.41%

P/E Ratio31.34

Price Target$123.85

The Asset Base: Southern Copper holds the largest copper reserves in the industry. This long-term security means they do not have to spend as aggressively on risky exploration as their peers. They already own the metal; they just need to dig it up.
Income Strategy: The company has a strong track record of paying dividends, currently yielding between 2.1% and 2.4%. In an environment where interest rates are falling (due to the Fed's recent cuts), this yield becomes increasingly attractive. It effectively pays investors to wait while the structural deficit plays out.

Global X Copper Miners ETF: The Diversified Basket
Global X Copper Miners ETF Today

COPX

Global X Copper Miners ETF

$75.71 +1.96 (+2.66%)

As of 12/26/2025 04:10 PM Eastern

52-Week Range$30.77▼

$76.50Dividend Yield1.03%

Assets Under Management$4.60 billion

Mining is an operationally complex business. 

Strikes, weather events, political shifts in South America, or engineering failures can severely impact individual companies.

The Strategy: The Global X Copper Miners ETF NYSEARCA: COPX mitigates single-company risk by holding a basket of major global miners, including Canadian, Chilean, and American firms.
The Benefit: This approach captures the broader industry trend, the rising price of copper, without exposing the portfolio to the operational risks of a single mine failure. It is the sleep-well-at-night option for copper bulls.

The 2026 Outlook: Preparing for the Next Leg Up
As the calendar turns to 2026, the distinction between the metals becomes clear. Gold serves a vital role in preserving wealth and providing insurance against monetary instability. Copper, however, offers a vehicle for aggressive growth. The combination of the green energy transition and the unexpected AI boom has created a demand shock that the mining industry is currently ill-equipped to satisfy.

The current valuation gap between the soaring precious metals and the steady industrial metals is unlikely to last. With global inventories at critical lows and the projected deficit widening, the path of least resistance for copper prices appears to be higher. For the measured investor, rotating a portion of profits from the high-flying gold trade into the sleeping giant of copper offers a logical strategy to capture the next phase of the supercycle.

Should You Invest $1,000 in Global X Copper Miners ETF Right Now?Before you consider Global X Copper Miners ETF, you'll want to hear this.

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While Global X Copper Miners ETF currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

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Buffett is positioning Berkshire's portfolio to help Greg Abel as he takes over in 2026.

Warren Buffett surprised Berkshire Hathaway (BRK.A 0.56%) (BRK.B 0.61%) shareholders in May when he announced his retirement as CEO, effective at the end of the year. While Greg Abel has long been the presumed successor to Buffett as CEO of the conglomerate, the timing of the transition had been up in the air for years.

Buffett's comments during the May shareholder meeting and his actions since suggest he's not going to change anything about how he runs Berkshire up until his retirement. That includes the company's massive marketable equity portfolio, which is currently valued at over $300 billion. But as he heads into retirement, Buffett is leaving investors with a clear warning about the stock market and exemplifying what investors should consider going into 2026.

Image source: The Motley Fool.

The $184 billion warning to investors
Buffett has diligently built a massive portfolio of stocks within Berkshire Hathaway, leveraging float from the insurance business he acquired for the conglomerate shortly after taking over as CEO in 1965. Today, the stocks in the portfolio are worth about $315 billion. But they would be worth well over $500 billion if Buffett hadn't sold so much stock over the last three years.

In fact, Buffett has been a net seller of stocks for Berkshire Hathaway in each of the last 12 quarters, amounting to nearly $184 billion in net sales over the last three years.

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He's sold some of the portfolio's biggest positions. For example, he slashed Berkshire's Apple (AAPL 0.19%) stake by 73%; disposed of 44% of its Bank of America (BAC 0.10%) position; and sold off 26% of the company's Chevron shares. Dozens of stocks have been culled entirely from the portfolio.

Meanwhile, additions to the portfolio have been relatively small. Most investments involved adding a few hundred million dollars to existing positions. The biggest new positions are Chubb, Alphabet, and Sirius XM. The company also increased its stake in Occidental Petroleum by 36%.

There's a clear reason for the giant discrepancy between the amounts bought and sold in the portfolio. Valuations in the market have climbed considerably higher over the last few years, particularly among the large-cap stocks held in Berkshire's portfolio.

Apple, for example, now trades at 33 times forward earnings, a level it has consistently traded at since mid-2024 when Buffett stepped up his sales of the stock. Buffett originally purchased the stock when it traded at a price closer to 10 times forward earnings. Likewise, Bank of America's price-to-tangible book value ratio is approaching 2, a valuation it's rarely traded at since the Great Financial Crisis.

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Meanwhile, the entire S&P 500 has seen its valuations rise, with the index trading at roughly 22 times forward earnings expectations, a level rarely seen since the turn of the century. The CAPE ratio touched 40 for the second time in history. And Buffett's favorite valuation measure, the total market cap as a percentage of GDP (aka the Buffett Indicator), sits well above the 200% level Buffett warned investors about back in the early 2000s.

Investors would be wise to heed the warning Buffett is sending through his actions. Following his playbook could help you keep your head in 2026.

Three things you can do to succeed in 2026
Everyone dreams of Buffett-like success in the stock market, but the reality is that investing like Buffett takes extreme patience to produce excellent long-term results. These three lessons from Buffett can set you up for success in 2026.

1. Don't be afraid to take gains
Letting your winners run can be a great strategy. As long as your investment thesis hasn't changed, it can make a lot of sense to continue holding a stock even after a strong performance.

However, allowing a single stock to dominate your portfolio is extremely risky. That risk is amplified if it's trading at a high valuation. That's what happened to Berkshire Hathaway, as Apple eventually accounted for half of its marketable equity portfolio. Even after cutting nearly three-quarters of the position, it's still about 20% of the entire portfolio's value.

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Some investors avoid selling for a gain because they'll incur a big tax bill. But it's better to pay taxes and reinvest in a more promising opportunity and greater diversification than to hold a stock you no longer want as much exposure to.

2. Keep some cash on the sidelines
As valuations rise, it makes sense to keep a larger percentage of your portfolio in cash. While Buffett's cash position is extreme, accounting for over 50% of investable assets, increasing your cash weighting as valuations climb is smart. It can offer some downside protection while positioning your portfolio to take advantage of any market corrections or crashes.

It does come with some opportunity cost, though. Berkshire Hathaway would be worth more today if Buffett hadn't sold hundreds of billions worth of stock over the last three years. However, those costs can be worthwhile in the long run, as Buffett has demonstrated time and again throughout his investing career.

3. Hold high-conviction stocks
You should hold stocks in your portfolio when you're confident in the long-term financial performance of the underlying business. Buffett has continued to hold American Express and Coca-Cola since the 1990s. He hasn't sold a single share in over 30 years. That includes during the dot-com bubble, the great financial crisis, and the current highly valued market. Buffett's willingness to hold these stocks stems from his conviction that they maintain wide competitive moats and their business prospects aren't changing.

The better you understand the companies you invest in, what gives them their competitive advantages, and why they'll continue to grow earnings for years to come, the more likely you'll be able to hold them amid a downturn in the stock market. That's key to producing strong long-term returns.

VXUS has delivered a higher one-year return and yield than VT, but experienced a steeper five-year drawdown. Both funds offer broad global diversification, but VT includes U.S. stocks while VXUS excludes them.

Nebius' stock price has already tripled in 2025.

Nebius Group (NBIS 3.88%) stock has been on an absolute tear in 2025. The stock's price has more than tripled, up around 225%, while also being down 33% from all-time highs established in October. Given that volatility, investors are likely wondering where Nebius' stock will go heading into 2026.

While it will be difficult to post 200%-plus annual gains, Nebius may be in line to double in value, especially with all the massive artificial intelligence (AI) spending planned for 2026.

Image source: Getty Images.

Nebius believes that 2026 will be even better than 2025
Nebius was formerly a part of Yandex, essentially the Russian equivalent of Google. Following the outbreak of the Russia-Ukraine war and all the sanctions that fell on Russia, Yandex decided to split its company into Russian and non-Russian assets, and Nebius was spun out. Nebius, now headquartered in Amsterdam, is a technology company that has pivoted its operations and now provides AI infrastructure.

Nebius is another way to invest in the thriving artificial intelligence boom, as it offers full-stack capabilities with best-in-class graphics processing units (GPUs) at the data centers it owns or leases. Nebius' biggest clients include Meta Platforms (META 0.64%) and Microsoft (MSFT 0.06%), and it has signed large, multi-year contracts with both of them.

The demand for AI computing power in data centers isn't expected to slow down, and Nebius has modified its initial 2026 plans as a result. Previously, it expected to contract 1 gigawatt of computing power for 2026. Now, it's upped that guidance to more than 2.5 gigawatts. It's increasing its power needs because it has sold out all available computing capacity for the third quarter.

Today's Change

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%) $

-3.54

Current Price

$

87.59

It's sold out of capacity, resulting in unbelievable revenue growth of 355% year over year to $146 million in Q3. However, that's a drop in the bucket compared to where Nebius will be next year.

For the full year, it's expecting $500 million to $550 million in revenue. Because it's growing so fast, that number is much smaller than the $900 million to $1.1 billion in annual recurring revenue (ARR) it expects to achieve. For most companies, ARR would be how much revenue they would generate each year if they ceased all growth opportunities. So, seeing this figure so much higher than actual revenue showcases Nebius' impressive growth. While 2025 has been good, 2026 will be even better.

Nebius management believes the company can achieve a $7 billion to $9 billion ARR at the end of 2026. At a minimum, that's seven times Nebius' current ARR. Growth like that gets investors excited, and it could easily translate into a stock that can double, as long as you don't have to overpay for the stock now.

Nebius is unprofitable, and its stock is expensive
Valuing Nebius stock isn't easy. Profits aren't even close to becoming a reality, so valuing the company based on forward earnings isn't possible. Although it brought in $146 million in revenue during Q3, its net income loss totaled $120 million. Nebius is funding its growth at the cost of profitability, which may turn some investors away. Nebius will likely continue to stay unprofitable as it expands its operations to account for the massive surge in computing demand.

From a price-to-sales (PS) standpoint, Nebius stock is very expensive at nearly 60 times sales. That's expensive for a stock in general, let alone one that's as unprofitable as Nebius is. However, its growth is incredible, and if it grows at the pace investors expect, valuation may not be as big a concern.

Data by YCharts.

The real factor in Nebius stock performance in 2026 will be the market's appetite for risk. The market is currently somewhat bearish on AI sentiment, even if the spending is happening. The market wants to see real returns from the AI hyperscalers, and it's not seeing that right now. Time will tell what will happen with Nebius stock, but I could easily see the stock doubling in price in 2026 if bullish sentiment returns, or getting cut in half if the market takes a bearish outlook.

As a result, I'd rather invest in a more surefire pick like Nvidia, which is providing GPUs for companies like Nebius at a high profitability level.

The artificial intelligence (AI) buildout is far from over.

Checking up on what billionaire hedge fund managers have in their portfolios can be a smart idea for investors. This information is publicly released 45 days after a quarter ends through a Form 13F. While this doesn't give up-to-date information on what these hedge fund managers are doing, it at least informs investors on some potential solid stock picks.

One billionaire I follow is Philippe Laffont of Coatue Management. He has had some incredible success, and after examining some of his top portfolio holdings, it's clear he's bullish on artificial intelligence (AI). About a third of his portfolio is invested in six monster AI stocks, and I think each of these should be owned by individual investors in 2026.

Image source: Getty Images.

All six stocks look primed to excel in 2026
The six AI-focused holdings Coatue Management has are:

Meta Platforms (META 0.56%) (7.3% of portfolio)
Microsoft (MSFT 0.06%) (5.9% of portfolio)
Taiwan Semiconductor Manucturing (TSM +1.33%) (5.5% of portfolio)
Amazon (AMZN +0.06%) (4.7% of portfolio)
Nvidia (NVDA +1.09%) (4.5% of portfolio)
Alphabet (GOOG 0.24%) (GOOGL 0.20%) (4.3% of portfolio)

Altogether, that adds up to 32.2%, or about a third of total portfolio assets. However, he also has exposure to other AI investments in his portfolio; these are just some of the largest ones. It's clear that this billionaire believes that these six will do well in 2026, and I think he's right on track.

The AI buildout is far from over
Infrastructure players like Nvidia are set to do well in 2026. The demand for graphics processing units (GPUs) is insatiable, as the AI hyperscalers are looking to get as much computing power online as fast as possible. Nvidia told investors during its Q3 earnings release that it is "sold out" of cloud GPUs because demand is so high. This bodes well for anyone in this industry, including Taiwan Semiconductor, which is a major chip supplier to Nvidia.

Today's Change

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1.09

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2.05

Current Price

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190.66

AI buildouts are expected to persist for many years. Nvidia expects global 2025 data center capital expenditures to reach $600 billion. However, that figure is expected to rise to $3 trillion to $4 trillion by 2030.

If that pans out, businesses like Taiwan Semiconductor and Nvidia make for incredible purchases right now. Combine that with the fact that each of these stocks is down a bit from its all-time high, and each seems like a smart purchase.

Moving to the AI hyperscalers, companies like Meta, Microsoft, Amazon, and Alphabet are all spending a ton of money on AI computing capacity. While investors may be getting a bit fed up with these expensive capital expenditures, all four believe that this investment is necessary to stay relevant in the future.

Of these four, Meta may be the most intriguing. Meta's stock fell hard after Q3 earnings. While its growth and profitability were great, investors took issue with management's spending plans for 2026. As a result, the stock plummeted, and it's now the cheapest of these six when valued using next year's earnings.

TSM PE Ratio (Forward 1y) data by YCharts

At 21.8 times next year's earnings, Meta is priced about the same level as the S&P 500 index. With Meta expected to deliver market-beating growth, it seems like a no-brainer investment.

Amazon, Alphabet, and Microsoft all operate leading cloud computing platforms. These will be long-term winners, as clients continue to need more and more computing capacity as generative AI workloads become more common. Furthermore, each of these companies also has its own generative AI model or has deep partnerships with one of the major players. This places them in a great position to succeed not only in 2026, but also in the years after.

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Billionaire Philippe Laffont has positioned his portfolio wisely to take advantage of the massive AI buildout. I think investors should do the same, and these six are a great place to start.

Keithen Drury has positions in Alphabet, Amazon, Meta Platforms, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. 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.

A widespread power outage in San Francisco that led to Waymo robotaxis stalling and snarling traffic earlier this month has raised concerns about the readiness of autonomous vehicle operators to tackle major emergencies like earthquakes and floods.

Gold, silver, copper, and platinum have had a historic run to record highs in 2025. We look at the rise of metals, the outlook for 2026, and how it compares to crypto which has been lagging.

Investing in dividend stocks can enhance your portfolio returns through the years.

Market downturns are a normal and necessary part of the investing cycle. Long-term investors accept that their portfolios will experience swings. Instead of fearing volatility, view it as the price you pay for potentially higher long-term returns.

As a retail investor, you can't control interest rates, geopolitical events, or daily stock movements, but you can control your asset allocation, your discipline in sticking to your long-term plan, and your emotional reactions to market noise.

If you're looking for dividend stocks to add to your portfolio as you build out a profitable basket of stocks, you've come to the right place. Here are two dividend stocks that you might want to consider scooping up right now.

Image source: Getty Images.

1. Realty Income
Realty Income (O +0.04%) pays a dividend on a monthly basis and has paid 666 consecutive monthly dividends to date. That's a pretty impressive track record, especially when you consider that the company has increased its dividend 133 times since its 1994 NYSE listing, and executed 113 consecutive quarterly increases.

The stock yields just under 6% based on current share prices. It's delivered a total return of about 80% for investors over the trailing decade.

Realty Income's model involves buying single-tenant commercial properties and leasing them long-term with triple-net (NNN) leases. This means that tenants pay taxes, insurance, and maintenance, which also reduces Realty Income's costs to support its profitability and stable, monthly dividends. The real estate investment trust (REIT) targets essential, non-discretionary businesses.

It also offers sale-leasebacks to provide capital for operators. Top tenants include grocery, discount, convenience, and fitness operators like Dollar General, 7-Eleven, Walgreens, LA Fitness, AMC, FedEx, Family Dollar, CVS Pharmacy, and Home Depot.

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As one of the largest net lease REITs, Realty Income has a strong, investment-grade-rated balance sheet, which affords it easy and low-cost access to capital markets. This scale allows it to pursue large acquisition deals that are often unavailable to smaller competitors.

Realty Income is actively expanding into European real estate markets, which recently accounted for a significant portion of its investment volume and are offering higher initial cash yields compared to U.S. properties. The company is operating in eight European countries, including the U.K., Spain, Ireland, and Poland.

In the third quarter of 2025, Europe accounted for $1 billion (about 72%) of the company's total investment volume, compared to $380 million invested domestically. European properties offer an initial weighted average cash yield of approximately 8% to Realty Income's portfolio, which is a meaningful premium to the roughly 7% yield on new U.S. property acquisitions.

In Q3 2025, Realty Income's revenue reached $1.47 billion, up 10.5% year over year, and it delivered stable portfolio performance with 98.7% occupancy. Adjusted funds from operations (AFFO) per share ($1.08) met analyst forecasts, and this metric was up single digits from the prior year. This top dividend stock looks like it could be a smart buy right now.

2. PepsiCo
PepsiCo (PEP +0.03%) has consistently increased its dividend for 53 consecutive years, so it's part of the elite group of stocks known as Dividend Kings. The stock's total return -- including dividends -- comes to more than 100% over the trailing decade, despite its somewhat dismal performance over the last few years. And, the stock yields about 3.8% based on share prices at the time of this article.

PepsiCo manufactures, markets, and sells a massive portfolio of drinks and snacks, including household names like Pepsi, Lay's, Doritos, Mountain Dew, Gatorade, Cheetos, Quaker Oats, and Tropicana. The company has faced a tough few years due to a confluence of factors. Persistent inflation has led consumers, particularly low- and middle-income households, to cut back on spending and opt for cheaper private-label alternatives over PepsiCo's branded snacks and beverages. This has resulted in declining sales volumes across key segments, including Frito-Lay and Quaker Foods.

There's also a growing consumer trend toward healthier products with cleaner labels and fewer artificial ingredients. This has impacted sales of traditional snack and soda brands, which are perceived as less healthy, and this issue remains an industrywide headwind. For a period, PepsiCo maintained revenue growth by aggressively raising prices. However, this strategy appears to have plateaued.

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The beverage business has lost market share, even as the company has faced high operating costs, which have squeezed margins. High debt levels and free cash flow issues have also put a strain on its financial flexibility. So, what could spell a turnaround for this business? Elliott Management, a major activist investor known for taking stakes in underperforming companies, has taken a $4 billion slice of PepsiCo and pushed the beverage maker to overhaul its operations. As part of these changes, PepsiCo agreed to cut about 20% of its SKUs and reformulate some snacks to be healthier. To counter consumer shifts, PepsiCo will also lower prices on core food items to align with Elliott's goal to boost affordability.

Elliott also pushed for PepsiCo to refranchise its bottling network (similar to Coca-Cola's model). PepsiCo's CEO, Ramon Laguarta, stated that while discussions with Elliott were constructive, a full refranchising of the North American beverage operations wasn't on the table. Instead, PepsiCo is pursuing its own strategy, which includes testing an integrated model in markets like Texas that combines the supply chains and distribution operations of its snacks and beverages businesses to improve margin efficiency and reduce costs. If this pilot program is successful, it could be expanded to other manufacturing sites.

Laguarta has stated that the company should achieve better margins thanks to these and other changes starting in 2026. While Elliott Management didn't get a board seat, PepsiCo committed to refreshing its board with directors who have relevant global experience. While earnings are down, PepsiCo is still growing revenue and remains profitable. The company's total Q3 net revenue rose 2.6% year over year to just shy of $24 billion, and it reported net income of $2.6 billion. The company has also brought in more than $7 billion in free cash flow over the trailing 12 months.

A major leadership change, including a new CFO and a new CEO for North America (effective Dec. 28, 2025), should be integral to the plan to accelerate growth and integrate food and beverage operations. Strategic acquisitions, such as the $1.95 billion purchase of Poppi in mid-2025, also signal the company's push into healthier, high-growth categories like prebiotic sodas.

PepsiCo has provided a preliminary 2026 outlook where it expects organic revenue growth of 2% to 4% and core constant currency EPS growth of 4% to 6%. Investors willing to stay with PepsiCo through this volatile period who have confidence in its turnaround story could benefit from a robust dividend in the meantime and a position in a storied consumer business.

Southwest Airlines (NYSE: LUV) has defied its earnings slump to become the standout US airline stock in 2025.

In the first nine months of this year, the air carrier saw its profit crash an alarming 42%. Still, LUV shares are currently up more than 70% versus their year-to-date low in late April.

More importantly, Southwest has even outperformed its larger peers, including Delta Airlines and United Airlines in 2025 as well, indicating it’s riding a wave of idiosyncratic tailwinds – not sector-wide momentum.

But all of that is in the past now. A more important question is: can LUV replicate this exceptional performance in the coming year? Let’s find out!

What has caused Southwest Airlines’ stock to soar in 2025?
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Southwest Airlines’ stock price rally this year has been fueled less by the overall demand trends and more by investor confidence in its strategic overhaul.  

As Raymond James’ senior analyst, Savanthi Syth, put it in her latest research note:

What’s helping LUV shares is clearly the initiatives, not the demand, because if it were, you’d see it in other airline stocks as well.

The Dallas-headquartered air carrier is abandoning its decades-old open seating policy in favour of assigned seats – with premium legroom options available for a fee – which the experts believe will add billions in pretax earnings over the next few years.

Combined with new fare classes and tighter baggage policies, Southwest is signaling a shift toward revenue diversification that mirrors larger rivals, while still retaining its brand identity.

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Despite a massive rally in Southwest Airlines shares since April, Barclays remains convinced the air carrier isn’t out of juice just yet.

Earlier in December, its analyst Brandon Oglenski upgraded the airline stock, saying its adjusted earnings will come in over $4.0 next year and exceed $6.0 in fiscal 2027.

Bob Jordan, the firm’s chief executive, also echoed optimism in a recent CNBC interview, noting “the bookings that we’re seeing reflect the business case for assigned seating and extra legroom.”

That said, valuation remains a major red flag on LUV stock heading into the new year.

At the time of writing, it’s trading at about 46x forward earnings, which doesn’t just dwarves the multiple on rivals but the one on the likes of Nvidia as well.

Southwest’s forecast of $1.0 billion in incremental pretax earnings in 2026 underscores the bull case, but lingering risks related to tariffs, government budget pressure, and demand volatility could temper near-term results.

How Wall Street recommends playing Southwest Airlines
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LUV shares currently pay a dividend yield of 1.73%, which does make them a bit more attractive to own – at least for the income-focused investors.

But Wall Street’s recommendation is to cut exposure to Southwest Airlines at current levels, as much of the overhaul-related upside is priced into it already.

At the time of writing, analysts have a consensus “hold” rating on the airline stock, with the mean target of about $38 indicating potential “downside” of roughly 8.0% from here.

These companies have become cheaper on a per-share basis in the last few years, but that's not why investors should take a second look.

A stock split is a corporate action where a company divides its existing shares into multiple new shares, which increases the total share count while proportionally decreasing the price per share. This can make the stock more affordable and liquid for investors without changing the total market value of the company or an investor's stake.

Plenty of stocks have initiated splits over the last several years, and some of those are quality businesses that could be poised to soar significantly in the coming years. If you have cash to put to work in stocks right now, here are three stock-split stocks to buy and hold for the long run that look to have significant upside potential.

Image source: Getty Images.

1. Netflix
Netflix (NFLX +0.96%) enacted a 10-for-1 stock split that went into effect on Nov. 17, 2025. At the time of this writing, shares are trading around $94. Currently, the median 12-month price target from analysts on Wall Street is around $133, which would represent upside of about 40% from its current price. The high end of the available price estimate anticipates as much as 62% upside in the next 12 months.

Netflix is increasingly benefiting from the growth engine of the ad-supported tier it launched in late 2022. The company is on pace to double its advertising business revenue in 2025 and its ads now reach 190 million monthly active viewers. This high-margin revenue stream provides a significant new path to profitability beyond traditional subscriptions.

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Netflix's expansion into live programming, featuring the NFL and WWE, has proven highly successful in driving both subscriber acquisition and retention, as well as breaking viewership records. These events also command premium advertising rates, helping the company gain market share in areas where it previously lagged. Regions such as the Asia-Pacific and Latin America are also experiencing faster subscriber growth, offering a large, unsaturated addressable market.

In Q3 2025, Netflix's growth and engagement reached record highs, thanks to a diversified content slate including breakout original films, returning series, and massive live sports events. The animated film KPop Demon Hunters was the primary growth driver of the quarter and became Netflix's most-watched film ever with 325 million views. The second season of Wednesday was a major tentpole that recorded over 1 billion viewing minutes in Q3. Black Rabbit was also a top-performing original series for the quarter that generated over 1.2 billion minutes of viewing.

These hits contributed to a 17% year-over-year revenue increase (reaching $11.5 billion) and record viewing shares of 8.6% in the U.S. and 9.4% in the U.K. The content strength also fueled a record-breaking quarter for Netflix's advertising tier, with U.S. upfront commitments doubling from last year. Netflix continues to invest heavily in a diverse content pipeline and leverages its in-house adtech and data-driven recommendation algorithms to enhance user engagement and loyalty. The company is in the process of acquiring Warner Bros. Discovery in a massive $82.7 billion deal announced in early December 2025.

Although regulatory scrutiny and industry concerns about monopolies are significant hurdles, this acquisition would bring HBO, Warner Bros. Discovery's film/TV studios, and streaming service under Netflix's umbrella. As Netflix transitions into a mature, cash-generating business model, it remains the undisputed leader in streaming, with its scale and brand power providing a significant competitive advantage over rivals. Long-term investors would do well to capitalize on that growth trajectory.

2. Broadcom
Broadcom (AVGO +0.55%) executed a 10-for-1 stock split on July 15, 2024. At the time of this writing, shares trade for approximately $350 each, but some Wall Street analysts think the stock could realize an upside of 35% over the next 12 months, or even 58% on the high end. Since we're talking about stock splits, as a a side note, Broadcom's Canadian Depositary Receipts (CDRs), enacted a 6-for-1 stock split that took effect for trading on Nov. 14, 2025.

Broadcom is a leading supplier of custom AI accelerators (ASICs) and Ethernet switches for hyperscale data centers. Its customers include the likes of Alphabet's Google, Meta Platforms, Anthropic, and OpenAI. Broadcom reported a record revenue of $64 billion for fiscal year 2025. This represented a 24% increase compared to fiscal year 2024 revenue of $51.6 billion.

AI semiconductor revenue for fiscal year 2025 was $20 billion, representing a 65% year-over-year growth, and management expects this figure to double in Q1 of its fiscal year 2026. Meanwhile, semiconductor solutions generated $37 billion in revenue during the fiscal year, representing a 58% increase from the previous year. Infrastructure software revenue increased 26% year over year to $27 billion, primarily driven by the adoption of VMware Cloud Foundation.

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The acquisition of VMware in November 2023 positioned Broadcom as a full-stack AI infrastructure vendor with a significant presence in enterprise software. This segment provides stable, high-margin, recurring revenue that helps offset potential margin pressures from AI hardware.

The company ended fiscal 2025 with a robust backlog of $73 billion in AI-related hardware orders. Profitability also soared in fiscal 2025, with adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) hitting $43 billion (up 35%) and Broadcom reported significant free cash flow of $26.9 billion.

Broadcom's dominant position in AI networking hardware, strong cash flow, high-margin software, and persistent AI demand are all positive indicators of where this business currently stands and where it's headed. This could be a compelling stock for long-term investors seeking to capitalize on a 'pick-and-shovel' play in the AI space.

3. ServiceNow
ServiceNow (NOW +0.85%) executed a 5-for-1 stock split on Dec. 18, 2025, with shares trading on a split-adjusted basis starting that day. This means that shares trade now for roughly $155 each. Wall Street analysts seem to be particularly enthusiastic about ServiceNow's growth prospects, with the median 12-month price target coming in at 640% above its current share price. The high 12-month stock price forecast is approximately 735%.

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ServiceNow is a cloud-based enterprise platform that helps businesses automate and manage their digital workflows across IT, HR, customer service, security, and other departments. Essentially, the business acts as a central control tower, connecting people, processes, and systems and replacing manual tasks with streamlined, AI-powered processes. The company is strategically positioned to capitalize on the generative AI boom with its Now Assist suite of products.

These AI solutions are gaining strong traction and are targeted to reach $1 billion in annual contract value by the end of 2026. ServiceNow's platform is used by over 85% of Fortune 500 companies. This deep integration creates high switching costs and it boasts a high renewal rate of around 96% or higher.

ServiceNow's customers are large enterprises and organizations across nearly every major industry, including Walmart, Amazon, Microsoft, Apple, JPMorgan Chase, and the U.S. Department of Defense. ServiceNow has recently made major acquisition moves, buying AI firm Moveworks for $2.85 billion in March 2025. The company is also reportedly nearing a potential $7 billion acquisition of cybersecurity firm Armis, which would add critical device security and asset intelligence to its offerings and address the growing need for AI governance.

In Q3 2025, ServiceNow reported subscription revenue of $3.3 billion, up 22% from one year ago. The current remaining performance obligations stood at $11.4 billion as of Q3 2025, representing a 21% year-over-year growth. ServiceNow also delivered adjusted EPS of $4.82 and adjusted free cash flow of $592 million with a 17.5% margin.

An analyst downgrade and news of ServiceNow's acquisition ambitions for Armis, which would be its largest-ever deal, have weighed on the stock recently. There has also been generally more volatility among tech stocks lately. However, investors who believe in the company's future as a key player in AI workflow automation may want to take a second look.

AMD's management is bullish on its data center future.

Finding stocks that can increase in value 5 times within five years is a lofty goal. That requires serious stock performance, and few companies can deliver that. To achieve 5 times returns in five years, a company must grow at a 38% compounded annual growth rate (CAGR). A 38% CAGR isn't an easy return to achieve, and it requires a massive market opportunity.

What's a bigger opportunity than artificial intelligence (AI)? There are several names in this industry, including AMD (AMD 0.02%). AMD has outperformed rival Nvidia in 2025, rising around 80% versus Nvidia's 35%. Furthermore, AMD gave an incredible growth projection set to come about over the next five years, so it's the perfect candidate to see if it could return 5 times in five years. Management's numbers line up with the 38% CAGR laid out above, giving AMD a real shot at delivering this incredible return.

Image source: Getty Images.

AMD's management is bullish on its five-year outlook
Frankly, AMD has not done well in the AI revolution. Its hardware isn't as good as Nvidia's, and its software was well behind. However, AMD has made various acquisitions and partnerships to improve its controlling software, ROCm. It noted that downloads for ROCm were up 10 times year over year as of November 2025, so there is a possibility that AMD could start gaining some ground on Nvidia once AI clients realize that AMD's technology stack could compete with Nvidia's.

Nvidia has controlled the data center computing market with an iron fist, and this dominance shows up in each company's results. In Q3 2025, AMD's data center revenue rose 22% year over year to $4.3 billion. During Nvidia's Q3 FY 2026 (ending Oct. 26, 2025), its data center revenue totaled $51.2 billion, up 66% year over year. AMD is clearly getting smoked here, but the tides could be changing.

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In Nvidia's release, they noted that they are "sold out" of cloud GPUs. This could be a concern for Nvidia, as clients will now likely search for alternative computing providers to fulfill their massive computing power needs. AMD could emerge as a top option to provide this power, and once they realize how far AMD's technology has come, they could become greater clients of AMD's because of its lower price point. That could increase AMD's business in the future, and so could a return to selling in the Chinese market.

Currently, neither AMD nor Nvidia is allowed to sell in China. However, they recently made a deal with the U.S. government to give up 15% of revenue for the right to export these GPUs to China. These GPUs aren't the cutting-edge ones used in the U.S. and are specifically downgraded to meet export restrictions. But if this sales channel returns, it could be a huge boost to AMD over the long run.

While these are positive catalysts, are they enough to provide the 38% CAGR necessary to return 5 times in five years?

AMD's guidance is slightly lower than a 38% CAGR
Over the next five years, AMD believes it can deliver a 60% CAGR in its data center division. That clears the 38% threshold by a wide margin, but that's not the only part of AMD's business. AMD also has a consumer hardware and embedded processor division, and each of those is expected to grow at a 10% CAGR over the next five years. That brings AMD's total CAGR to 35%, slightly less than the 38% needed.

However, revenue growth isn't the only thing the market looks at. If AMD can achieve outsized profit growth as well, it may be able to surpass the 38% CAGR in profit growth. After all, AMD's margins are far slimmer than Nvidia's.

NVDA Profit Margin data by YCharts

If AMD can improve its profit margin to the 15% to 20% range, that will double the profits it generates from its revenue, providing another growth lever. If AMD can improve its margins and grow at the expected growth rate, I do not doubt that the stock could return 5 times in five years. If it does this, AMD will be a top stock to buy and hold.

HomeStock IdeasQuick Picks & Lists

SummaryThe market appears expensive, with historical precedent for long periods of low returns after peaks.Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook.Analyst forecasts for 2026 should be viewed skeptically, as actual outcomes often diverge from consensus projections.I favor selective stock picking over broad market exposure, especially for 2026 and beyond, due to valuation concerns and market concentration. hapabapa/iStock via Getty Images

Introduction The market isn't cheap. We all know that, as I have brought it up in countless articles this year. And it's obviously not just me. In general, this has been a frequent topic of discussion among almost every major

Analyst’s Disclosure:I/we have a beneficial long position in the shares of CSL, UNP, CP, ODFL, LB, TPL, AR, AM, CME 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.

NEW YORK, Dec. 27, 2025 (GLOBE NEWSWIRE) -- Leading international 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.

Submit your information by visiting:

https://www.bfalaw.com/cases/synopsys-inc-class-action-lawsuit

Or contact:
Ross Shikowitz
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

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.

https://www.bfalaw.com/cases/synopsys-inc-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.