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ZURICH-SCHLIEREN, Switzerland and CONCORD, Mass., Dec. 07, 2025 (GLOBE NEWSWIRE) -- Ad hoc announcement pursuant to Art. 53 LR Molecular Partners AG (SIX: MOLN; NASDAQ: MOLN), a clinical-stage biotech company developing a new class of custom-built protein drugs known as DARPin therapeutics (“Molecular Partners” or the “Company”), has today announced it will present updated data from a Phase 1/2a trial of the multispecific T-cell engager MP0533 in patients with acute myeloid leukemia (AML) in a poster at the 67th American Society of Hematology (ASH) Annual Meeting and Exposition, taking place December 6-9, 2025, in Orlando, Florida.

Merck (MRK 1.16%) has taken its shareholders on a wild ride of late -- from last March's record high of more than $130 to this May's low near $76 back to its current price of just a little more than $100.

What gives? And more importantly, is the recent rebound a sign that the pharmaceutical giant's stock is a buy? Here's what you need to know.

Merck's double-edged dilemma
Merck is a drugmaker with more than 40 different products currently on the market, collectively generating annual revenue of roughly $70 billion. The company is one of the pharma industry's biggest players, in fact.

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But nearly half of Merck's revenue is generated by a single product. That's oncology drug Keytruda, which has turned out to be something of a miracle drug due to its efficacy as well as its versatility; it's now approved to treat 20 different types of cancer.

This degree of success can become a double-edged sword, though. While the drug has thrived since its first approval back in 2014, its patent protection will begin expiring in 2028. This will allow competitors to make and sell the same drug at a much lower cost, posing a threat to a huge piece of Merck's top line.

That's the chief reason for the stock's steep sell-off over most of last year and the first few months of this year -- investors had been counting on the company coming up with an answer to this threat, but it didn't materialize.

Except that it did. It just took a while for the market to see it.

The bullish thesis is still plenty strong
There's no single specific catalyst to point to as the driving force behind this stock's sizable bounce back from May's low. Rather, there are several contributing factors that finally reached a collective critical mass.

One of those factors is September's approval of Keytruda Qlex as a treatment for most solid tumors that Keytruda itself is already approved to treat. This is just a subcutaneously injected version of the same drug -- otherwise administered intravenously -- which indirectly extends Keytruda's patent protection. While it remains to be seen how often oncologists will opt for this dosing option now that other oncology drugs are starting to compete with Merck's highly successful anti-PD-1 therapy, certainly some doctors will choose Keytruda Qlex.

Image source: Getty Images.

It's also worth mentioning that the results of a phase 3 trial of pulmonary arterial hypertension treatment Winrevair (released in late September) were very well received. Although the already-approved drug is on track to generate a little over $1 billion in revenue in 2025, as its usefulness continues to widen and interest grows, analysts believe it could produce around $8 billion in annual sales within a few years.

In this vein -- and this is the part of the story investors just weren't appreciating until very recently -- Merck contends that the drugs in its current development pipeline could be producing more than $50 billion worth of yearly revenue by the mid-2030s. None of them by themselves will replace Keytruda's revenue. In the aggregate, though, all of them will more than do so.

Then there are the bullish developments that have always been brewing in the background: acquisitions. In October Merck completed its acquisition of pulmonary disease specialist Verona Pharma. In November, it announced it would be acquiring Cidara Therapeutics for a little over $9 billion, bringing a new flu vaccine candidate into the fold. These are just the pharma company's most recent deals, of course. Merck has a long history of buying the right drugs at the right time -- including Keytruda, which it garnered with its 2009 acquisition of Schering-Plough.

Don't lose perspective
But is the drugmaker's stock a buy, particularly after its 30% run-up just since September's low? I believe so, just as it's been for the better part of the past several years. Shares are still bargain-priced, at less than 12 times next year's projected earnings per share, and its current forward-looking dividend yield of 3.3% is better than you'll find with most dividend-paying blue chips.

It will never be a high-growth investment, to be clear. The pharmaceutical giant, however, is built to make steady forward progress, even if the market as a whole occasionally loses sight of this longevity -- as it did for a while in the middle of last year, and early this year when concern over Keytruda's expiring patents turned into panic.

The thing is, Keytruda isn't the first of Merck's drugs to lose patent protection, and won't be its last. Just as it always has, this company will continue to find and develop new profit centers, such as Keytruda Qlex, some of which will prove to be surprisingly productive. Don't fall into the trap of making more out of the patent cliff than it deserves.

NEW YORK, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Freeport-McMoRan Inc. (NYSE: FCX) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws.

If you invested in Freeport, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/freeport-mcmoran-inc-class-action-lawsuit.

Investors have until January 12, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Freeport securities. The case is pending in the U.S. District Court for the District of Arizona and is captioned Reed v. Freeport-McMoRan Inc., et al., No. 2:25-cv-04243.

Why is Freeport Being Sued For Securities Fraud?

Freeport is a mining company with its Indonesian affiliate operating as PT Freeport Indonesia (“PTFI”). PTFI operates the Grasberg Copper and Gold Mine (“Grasberg”), in which the Indonesian government holds a commercial interest. During the relevant period, Freeport touted its safety procedures, including its use of data and technology as well as behavioral science principles to prevent fatal incidents. It indicated it provides the training, tools, and resources needed to identify risks and consistently apply effective controls.

As alleged, in truth, Freeport overstated its commitment to safety, given that it conducted unsafe mining practices at the Grasberg mine which were reasonably likely to result in worker fatalities.

Why did Freeport’s Stock Drop?

On September 9, 2025, Freeport issued a press release on its PTFI operations. It announced that mining operations in Grasberg had been suspended to evacuate seven team members that were trapped due to a landslide at one of its underground mines. This news caused the price of Freeport stock to drop $2.77 per share, or more than 5.9%, from a closing price of $46.66 per share on September 8, 2025, to $43.89 per share on September 9, 2025.

On September 24, 2025, Freeport issued an update on the incident noting that two of the seven individuals had been fatally injured and that the remaining five team members remained missing. In the same release, Freeport noted that due to the suspension in operations, sales were expected to be 4% lower for copper and approximately 6% lower for gold than July 2025 estimates. This news caused the price of Freeport stock to drop $7.69 per share, or almost 17%, from a closing price of $45.36 per share on September 23, 2025, to $37.67 per share on September 24, 2025.

Then, on September 25, 2025, Bloomberg reported that the incident and halt in production was straining the relationship between Freeport and Indonesia, that “the Jakarta government [had already been] looking to take greater control,” and that government officials may increase its demand for an increased share. This news caused the price of Freeport stock to drop $2.33 per share, or more than 6%, from a closing price of $37.67 per share on September 24, 2025, to $35.34 per share on September 25, 2025.

Finally, on September 28, 2025, an Indonesian news organization reported that the incident was preventable, not just a natural disaster. The article quotes an Indonesian professor stating that “the landslide, often termed a mud rush, is a known flow of mud and rocks from the mine cavity, a risk long associated with certain mining methods.” The professor stated, “[i]n other words, this danger is not new and should have been anticipated from the beginning[.]”

Click here for more information: https://www.bfalaw.com/cases/freeport-mcmoran-inc-class-action-lawsuit.

What Can You Do?

If you invested in Freeport 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/freeport-mcmoran-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/freeport-mcmoran-inc-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

NEW YORK, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against CarMax, Inc. (NYSE: KMX) and certain of the Company’s senior executives for securities fraud after a significant stock drop resulting from the potential violations of the federal securities laws.

If you invested in CarMax, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/carmax-inc-class-action-lawsuit.

Investors have until January 2, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in CarMax securities. The case is pending in the U.S. District Court for the District of Maryland and is captioned Jason Cap v. CarMax, Inc., et al., No. 1:25-cv-03602.

Why is CarMax Being Sued For Securities Fraud?

CarMax sells used cars. During the relevant period, the Company touted the strong and sustainable demand for its cars, driven by factors such as a seamless customer experience.

As alleged, in truth, it appears that the announcement of U.S. tariffs imposed on cars provided a short-term boost to demand, as customers purchased cars prior to the tariffs taking effect.

BFA Law is also investigating the unexpected departure of CEO Bill Nash on November 6, 2025, and whether CarMax properly assessed or reserved for its portfolio of car loans.

Why did CarMax’s Stock Drop?

On September 25, 2025, the Company reported disappointing financial results for the second quarter of its fiscal year 2026. Specifically, CarMax announced sales declines across the board, including a 5.4% decline in retail used unit sales, a 6.3% decline in comparable store used unit sales, and a 2.2% decline in wholesale units. The Company also posted a disappointing second quarter net income of about $95.4 million, down from $132.8 million over the prior year. A main reason for the declines, according to CarMax, was a “pull forward” in demand into the first fiscal quarter due to the announcement of tariffs.

On this news, the price of CarMax stock dropped $11.45 per share, or roughly 20%, from $57.05 per share on September 24, 2025, to $45.60 per share on September 25, 2025.

Then, on November 6, 2025, CarMax announced the unexpected departure of CEO Bill Nash and a weak preliminary Q3 2025 outlook. On this news, the price of CarMax stock dropped over 24%.

Click here for more information: https://www.bfalaw.com/cases/carmax-inc-class-action-lawsuit.

What Can You Do?

If you invested in CarMax you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

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

Attorney advertising. Past results do not guarantee future outcomes.

NEW YORK, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Inspire Medical Systems, Inc. (NYSE: INSP) and certain of the Company’s senior executives for securities fraud after a significant stock drop resulting from the potential violations of the federal securities laws.

If you invested in Inspire, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/inspire-medical-systems-inc-class-action-lawsuit.

Investors have until January 5, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Inspire stock. The case is pending in the U.S. District Court for the District of Minnesota and is captioned City of Pontiac Reestablished General Employees’ Retirement System v. Inspire Medical Systems, Inc., et al., No. 0:25-cv-04247.

Why is Inspire Being Sued For Securities Fraud?

Inspire develops and manufactures an implantable medical device for the treatment of sleep apnea. The latest version of the device is the Inspire V. The company announced FDA approval of Inspire V on August 2, 2024.

During the relevant period, Inspire repeatedly assured investors that it had taken all necessary steps to facilitate the launch of Inspire V and that it would launch the device as soon as sufficient inventory was available to meet supposedly high demand.

As alleged, in truth, Inspire failed to take basic steps to prepare clinicians and payors for the rollout, resulting in significant delays in adoption of the device. Moreover, the launch suffered from weak demand, as many customers already had excess inventory of the company’s older devices.

Why did Inspire’s Stock Drop?

On August 4, 2025, Inspire disclosed that the Inspire V launch was facing an “elongated timeframe” and as a result, it was reducing its 2025 earnings per share guidance by more than 80%. The company attributed the longer timeframe to a number of previously undisclosed factors including that many implanting centers “did not complete the training, contracting and onboarding required prior to the purchase and implant of Inspire V,” that certain “software updates for claims submissions and processing did not take effect until July 1, [2025]” which meant implanting centers could not bill for procedures until that date, and that demand for the Inspire V was poor because Inspire’s customers had a backlog of older versions of the company’s device.

On this news, the price of Inspire stock dropped $42.04 per share, or more than 32%, from $129.95 per share on August 4, 2025, to $87.91 per share on August 5, 2025.

Click here for more information: https://www.bfalaw.com/cases/inspire-medical-systems-inc-class-action-lawsuit.

What Can You Do?

If you invested in Inspire you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/inspire-medical-systems-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/inspire-medical-systems-inc-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

NEW YORK, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Jefferies Financial Group Inc. (NYSE: JEF) and Point Bonita Capital for potential violations of the federal securities laws after SEC probe is revealed.

If you invested in Jefferies or Point Bonita, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/jefferies-financial-group-inc-class-action.

Why are Jefferies and Point Bonita being Investigated?

Jefferies is an investment banking and capital markets firm. Its trade finance arm is named Point Bonita Capital. Jefferies and Point Bonita were two of the closest banking and financing partners of First Brands Group, LLC, an auto parts supplier which collapsed into bankruptcy in September 2025.

On October 8, 2025, Jefferies announced that it and Point Bonita had approximately $715 million in exposure to First Brands’ receivables, which represents roughly 25% of Point Bonita’s trade finance portfolio. On this news, the price of Jefferies stock fell $4.66 per share, or about 8%, from $59.10 per share on October 7, 2025, to $54.44 per share on October 8, 2025. Investors are reportedly currently seeking redemptions from Point Bonita as well.

On November 27, 2025, it was reported that the SEC is seeking information about whether Jefferies gave investors in its Point Bonita fund enough information about their exposure to the auto business, which filed for bankruptcy in September with $12bn in debt. It was also reported that the SEC is also looking into internal controls and potential conflicts within and between different parts of the bank.

BFA is currently investigating whether Jefferies and/or Point Bonita made materially false and misleading statements to investors in connection with this significant exposure to First Brands and the subsequent SEC probe into the company.

Click here for more information: https://www.bfalaw.com/cases/jefferies-financial-group-inc-class-action.

What Can You Do?

If you invested in Jefferies or Point Bonita you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/jefferies-financial-group-inc-class-action

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/jefferies-financial-group-inc-class-action

Attorney advertising. Past results do not guarantee future outcomes.

HomeStock IdeasQuick Picks & Lists

SummaryI see a generational opportunity in quality stocks, defined by high ROE, stable earnings growth, and low debt.Quality stocks have underperformed AI-driven leaders, creating rare relative value and attractive risk/reward for diversified, income-focused investors.My screen highlights 33 U.S. large caps with ≥25% ROE and ≥2% yield, many trading at compelling valuations.With cyclical growth potentially bottoming, quality stocks could outperform as AI mania broadens and market leadership rotates beyond big tech. Alexey_Fedoren/iStock via Getty Images

Introduction According to this Wikipedia page, a generation is about 20 to 30 years, as that’s the time it usually takes for children to be born, grow up, become adults, and have their own children.

I’m telling you this because

Analyst’s Disclosure:I/we have a beneficial long position in the shares of HD, UNP, GE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Published: Dec 7, 2025, 12:30 GMT+00:00

Silver surged to a record high as soaring ETF inflows, rising industrial demand, expectations of a Fed rate cut, and a falling gold-silver ratio point to a continued rally toward $62 and potentially $100.

Silver (XAG) prices surged to a record high of $59.33 last week, driven by soaring ETF inflows, rising industrial demand, and expectations of a Fed rate cut. In my view, this shift in the macro backdrop sets the stage for a continued rally toward $62 and potentially $100 in the coming months. This article presents the key macro drivers, technical breakout patterns, and confirmation signals that support this bullish outlook.

Macro Forces Align to Fuel Silver’s Breakout in 2025
A mix of monetary, structural, and geopolitical forces drives silver’s surge in 2025. The metal hit a record high of $59.33 last week and is on pace for its second-best year ever. This momentum reflects deep shifts in both investor positioning and industrial supply dynamics.

ETF Inflows, Fed Policy, and Monetary Shifts Support the Rally
The silver rally is supported by capital flowing into silver‑backed ETFs. The chart below shows that investors added 15.7 million ounces in November, marking the largest monthly inflow since July. ETF demand has increased in 9 of the past 11 months, highlighting persistent institutional interest.

Moreover, call-option premiums have also surged. Silver skew jumped to its highest level since March 2022, indicating that bullish bets are becoming increasingly expensive. This surge in positioning signals growing conviction that silver’s breakout is more than just a speculative spike.

On the other hand, rate cut expectations are also fuelling the silver surge. Markets are pricing in an 86% chance of a 25 basis point cut at the Fed’s December 10 meeting.

This follows weak U.S. jobs data and delayed economic releases after the recent government shutdown. Moreover, President Trump’s push for a dovish Fed chair further supports this backdrop.

In November, the Secured Overnight Financing Rate (SOFR) briefly spiked to 4.10%. It increased above the Fed’s standing repo rate of 4.00%, signaling short-term funding stress. Although SOFR has since retreated to around 3.90%, the earlier dislocation added a layer of volatility. This volatility supported precious metals.

Supply Deficits and Geopolitical Risks Add Structural Tailwinds
Moreover, structural supply constraints are also driving prices. Despite a record flow of silver into London in October to alleviate shortages, inventories in that region increased. However, inventories in China’s Shanghai Futures Exchange have dropped to decade lows. Borrowing costs for physical silver remain high, underscoring tight market conditions.

Furthermore, silver has been in a supply deficit for five consecutive years. Industrial demand from solar panels, EVs, and medical technology continues to outpace mine output. The chart below shows that the solar power market is projected to reach $495.12 billion by 2034. This projected growth in solar PV demand indicates a significant surge in silver demand.

The market is also responding to geopolitical shifts. After silver was added to the U.S. critical minerals list, traders began to fear possible export tariffs. This has created hesitancy among suppliers and added a geopolitical premium to prices. It suggests that silver’s rally is no longer solely driven by safe-haven flows. It reflects long-term scarcity, accelerating industrial demand, and a macro environment that continues to support higher inflation.

These macro forces collectively support a bullish outlook for silver into early 2026. ETF demand, dovish policy, and tightening physical markets are converging at a time when silver’s role as money and metal is more relevant than ever.

Silver Technical Breakout Signals $100 Surge
Despite strong macro support, silver’s price action also reinforces the bullish view. The metal has staged a powerful breakout from a two-year ascending channel, confirming a new leg higher.

After consolidating between $50 and $55 in late October, prices surged above the upper boundary of the long-term channel and are now extending beyond $58. Silver broke above the black dotted trendline on Friday, which marks the extension line of the ascending channel pattern. This breakout pushed the price to a new all-time high of $59.33 per ounce.

The weekly candles show strong momentum, limited pullbacks, and rising volume. The price remains well above all major moving averages, and the structure now targets the psychological $62 level next.

Moreover, the monthly chart for silver shows that the price is breaking a long-term resistance at $50-$55 pivotal zone. This breakout indicates a potential push in silver prices toward $100.

Based on these studies, momentum in the silver market is accelerating. Despite seasonal weakness, prices are producing new highs, indicating that a break above $59.33 could trigger a strong surge toward $62 in the short term. Moreover, a break above $62 will open the door towards the $100 level.

Gold Consolidation Builds Support for Silver Surge
Gold (XAU) continues to support silver’s uptrend, but its momentum has cooled in recent weeks. The price reached a high of $4,380 before entering a bullish consolidation phase. The weekly chart below indicates that the price is currently trading within an ascending broadening wedge pattern. Moreover, the consolidations from the $4380 have formed the symmetrical triangle pattern.

This consolidation suggests that gold is not weakening, but preparing for another potential leg higher. The broader uptrend in gold remains aligned with silver’s breakout. Although silver has outperformed this year, gold and silver are moving in tandem.

Both metals are responding to macroeconomic catalysts, including lower real yields, declining confidence in U.S. debt markets, and rising demand for hard assets. Gold’s continued consolidation above $4,000 provides a stable anchor for silver to lead.

Gold-to-Silver Ratio Breakdown Confirms Silver Leadership
The gold-to-silver ratio has broken down from its rising support line and dropped to 71.9, the lowest level since 2025. This breakdown confirms a major shift in market leadership toward silver. The ratio is now trading below its long-term channel, suggesting that silver could continue to outperform gold in the medium term.

Historically, a falling gold-silver ratio coincides with strong bull markets in precious metals. In this case, silver’s strength is not only relative but also absolute. Moreover, the declining ratio indicates that investors are rotating into silver as gold takes a breather. This shift is reflected in ETF flows and options market dynamics, with silver skew now showing the highest call-option premium since 2022.

Silver Miners Confirm Bullish Price Action
Silver mining stocks are also confirming the bullish tone. Coeur Mining (CDE) increased 3.5%, Pan American Silver (PAAS) gained 2.5%, and Fresnillo Plc surged more than 8% in London trading. In Asia-Pacific markets, Sun Silver Ltd. and Silver Mines Ltd. posted double-digit gains, while China Silver Group Ltd. jumped 14% intraday before paring some of its gains.

The rising equity prices in silver miners support the move in the physical metal. These gains suggest that market participants expect sustained strength in silver prices, not just a speculative spike. The alignment between spot silver, ETF inflows, and miner performance reinforces the bullish thesis.

The chart below shows that the Global X Silver Miners ETF (SIL), which tracks the broader silver mining industry, has broken out of a long-term triangle formation. The price has surged following the breakout, indicating a shift into positive territory. The strong performance in SIL adds another layer of evidence that market participants are bullish on silver and expect sustained strength.

In Closing
Silver is charting a powerful path higher, supported by a rare alignment of macro, structural, and geopolitical forces. The base case calls for an extension toward $62 in the short term, with the potential for a broader move toward $100 in the coming months.

The rising demand for ETFs and aggressive options positioning support this outlook. Moreover, the expectations for Fed rate cuts and deepening supply deficits add further strength to the bullish case. These factors collectively strengthen the case for higher silver prices.

The bigger picture remains bullish into early 2026. Silver has broken out of long-term resistance and is now outperforming gold. The falling gold-silver ratio, surging mining stocks, and accelerating industrial demand are contributing to silver’s strength. The metal is gaining momentum as a monetary asset and a critical industrial input. As long as silver prices hold above the $45–$50 zone, the technical and fundamental outlook continues to favor higher prices ahead.

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Muhammad Umair is a finance MBA and engineering PhD. As a seasoned financial analyst specializing in currencies and precious metals, he combines his multidisciplinary academic background to deliver a data-driven, contrarian perspective. As founder of Gold Predictors, he leads a team providing advanced market analytics, quantitative research, and refined precious metals trading strategies.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of CVLT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Nothing contained in this message is an offer or solicitation to buy or sell any security/investment and is for informational purposes only. The author does not guarantee the accuracy or completeness of the information provided in this document. All statements and expressions herein are the sole opinion of the author and are subject to change without notice. Neither the author nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Wall Street's focus this week will be on the Federal Reserve's final interest rate decision of the year. It will also be the penultimate full trading week of the year, and markets will hope to ride recent momentum into a strong year-end Santa Claus rally.

Traders widely expect the Fed on Wednesday to cut its key rate by another 25 basis points for a third straight monetary policy committee meeting. December rate cut odds have been on a bit of a roller-coaster ride since last month, but recent economic data has reinforced the chances. The Fed will get one final major update on the labor market in the form of the delayed October JOLTS report on Tuesday.

The earnings calendar is also active this week, headlined by Broadcom (AVGO), Costco (COST), Adobe (ADBE), and GameStop (GME).

For investors still reeling from Netflix's (NFLX) blockbuster Warner Bros. (WBD) deal, this week could bring more M&A history as Electronic Arts (EA) shareholders are set to vote on Wednesday on a $55B acquisition offer from Saudi Arabia's sovereign wealth fund. If approved, it would be the largest leveraged buyout in history.

Earnings

Earnings spotlight: Monday, December 8: Toll Brothers (TOL), Compass Minerals (CMP). See the full earnings calendar.

Earnings spotlight: Tuesday, December 9: AutoZone (AZO), GameStop (GME), Campbell's (CPB). See the full earnings calendar.

Earnings spotlight: Wednesday, December 10: Oracle (ORCL), Adobe (ADBE), Daktronics (DAKT). See the full earnings calendar.

Earnings spotlight: Thursday, December 11: Broadcom (AVGO), Costco (COST), lululemon athletica (LULU). See the full earnings calendar.

Earnings spotlight: Friday, December 12: Johnson Outdoors (JOUT), Zedge (ZDGE). See the full earnings calendar.

Victor Dergunov founded the Investing Group The Financial Prophet in 2017 to share his investing philosophy and help members make smarter, more confident investment decisions. With over 20 years of hands-on experience across stocks, commodities, and crypto, he brings a well-rounded perspective to the markets. From major names like Apple and Tesla to alternative opportunities, Victor provides actionable insights designed to help investors build diversified, high-conviction portfolios.

Here are his latest takes:(Full Podcast - Free access) Victor Dergunov emphasized that his main focus right now is risk management after a very strong year, with his all-weather portfolio up roughly 73%. While he remains bullish on AI long term, he believes markets have become overheated due to retail-driven rallies, stretched valuations, and hawkish signals from the Federal Reserve. He views Palantir as a great company but dangerously overvalued, which led him to trim and eventually short the stock despite being an early long-time bull. In his view, valuation always matters, even in industry leaders. Victor also warned of froth across AI-related stocks and expects a healthy market correction due to limited near-term catalysts and growing macro uncertainty. As a result, he has increased cash, added hedges, and positioned more defensively while waiting for better entry points.

(Full Article - Free access) Victor Dergunov believes fears of an “AI bubble” are overstated and expects AI to grow in cycles rather than collapse suddenly. He views the recent sell-off in AI and momentum stocks as a healthy correction that reset valuations without damaging the underlying fundamentals. In his view, earnings remain solid, inflation is easing, and the Federal Reserve is likely to cut rates, creating a supportive backdrop for risk assets. He also points to strong global AI investment, government initiatives such as the Genesis Mission, and continued hyperscaler spending as reasons for optimism. While he acknowledges concerns around circular financing, he does not see it as an immediate warning sign. Overall, he considers the pullback a buying opportunity and expects markets to trend higher into 2026.

Join Victor Dergunov’s The Financial Prophet to master a disciplined, high-conviction investing approach focused on growth and risk management. Start with a 14-day free trial, then continue at a discounted price of $539.10. Get access to Victor’s real-money portfolios, AI and tech insights, market-timing strategies, and ongoing risk guidance - trusted by 800+ subscribers to invest with confidence and clarity. Learn more >>

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Rocket Lab stock crashed in November. It's rallying strongly right now, and for some good reasons.

Has the Rocket Lab (RKLB 0.34%) rally already begun?

Two weeks ago, I made the bold prediction that, after Rocket Lab stock lost 38% of its value in just 30 trading days, much of the risk had been squeezed out of the stock -- and it might finally be safe to buy into this rocket stock.

Two weeks later, the stock is already up 16% off its lows, including a surprisingly strong 10% rally that happened Thursday. (This rally may have been prompted by reports that OpenAI is looking to buy a Rocket Lab rival by the name of Stoke Space, aiming to put artificial intelligence data centers in orbit.)

Whatever the reason for Rocket Lab's stock bounce-back, it's starting to look as if Rocket Lab stock has finally found its "bottom," and is ready to move higher again. Here are three reasons the stock might be your next great investment -- and potentially a millionaire-maker.

Image created by JesterAI.

Beam me up, Scotty. There's more artificial intelligence in space.
As GeekWire reports, OpenAI CEO Sam Altman is seriously considering placing data centers in orbit. There are two big reasons for this: First, space is cold, making it cheap to keep AI semiconductors cool. Second, space has abundant access to sunlight, which solar panels can use to power the AI chips.

There is, of course, the need to get the data centers into orbit in the first place. Altman seems to think the simplest solution is to buy a rocket company that can launch the servers (not to have to pay someone else to do it). In so doing, he'd be taking a page from Elon Musk's playbook; Musk famously uses his SpaceX rockets to put his Starlink internet satellites in orbit on the cheap.

Could similar thinking make Rocket Lab stock an acquisition target for other AI companies? At just $26 billion in market cap, it's not inconceivable. Worst case, the OpenAI/Stoke rumor just reminded investors of another possible market for Rocket Lab's rockets.

Neutron rising
Speaking of rockets, Rocket Lab's latest -- and biggest -- rocket, the Neutron reusable launch vehicle, is potentially just a few months away from its first launch. In November, CEO Peter Beck confirmed that the first Neutron rocket should arrive on Wallops Island, VA, in January and will launch just as soon as the company has finished testing it.

Wall Street analysts polled by S&P Global Market Intelligence expect Neutron to help turn Rocket Lab profitable about one year after it enters service. And logically, once Rocket Lab turns profitable, it will attract a lot more investor interest than it does while currently unprofitable.

The best time to buy Rocket Lab stock may be before Neutron begins launching.

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Valuing Rocket Lab
Ultimately, whether a stock is a buy or not comes down to valuation. And granted, valuing Rocket Lab before it turns profitable requires some guesswork -- but even so, analysts predict that, if all goes according to plan, Rocket Lab stock could be earning more than $5 a year by 2034. At today's share price of $59 and change, that's less than 10 times future earnings.

If you think that's a cheap price, then Rocket Lab stock might be a buy.

It's up 92% this year.

The S&P 500 is hitting new highs, and there are signs of a potential stock market bubble. But whatever happens in the short term, the stock market has been a reliable wealth generator for decades, as long as investors hold through volatility. Is there a stock market bubble? Will it pop? There's no way to know, and it shouldn't matter too much to the long-term investor.

If you start investing now, you will be well on your way to creating wealth over many years. Can SoFi Technologies (SOFI 6.15%) stock be a part of a portfolio that sets you up for life?

The new way to bank
SoFi is one of a cadre of digital banks that are changing the way Americans manage their finances. It's all online, it's easy to use, and it has a large variety of products and services. Management sees this one-stop shop approach as its signature and the way it stands out from the crowd.

Image source: Getty Images.

There are other ways it stands out. One is its focus on lending. The company has roots as a lending cooperative supporting university students with loans. Lending is still its core segment, accounting for about half of total revenue, or $493 million in the 2025 third quarter.

Another is its younger target market. It started out targeting college students, and young professionals who are just getting started in their careers are still its core clientele. Management envisions a growth process where these young users start out with a product, such as a student loan, and increase product adoption as their financial needs evolve and grow. That could lead to a credit card, then a savings account, and maybe a mortgage.

The model is working
SoFi has been reporting fantastic growth during the past few years, as well as increasing profits as it scales. In Q3, adjusted net revenue rose 38% year over year, and earnings per share (EPS) increased from $0.05 to $0.11.

There was growth across the board in the quarter, with a 25% increase in lending revenue and a 12% increase in Tech Platform revenue, its business-to-business product. But the standout segment has been financial services, which are all of the non-lending products. Revenue for the segment increased 76% year over year, and contribution profit was up 126%. Contribution margin widened by 12 percentage points to 54%.

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SoFi has huge opportunities in this area as it rolls out new, innovative products. The market has been reacting enthusiastically to the company's latest announcements, including the return of cryptocurrency trading to its app and the launch of a global remittance product.

All of the categories, but most acutely the lending business, are benefiting from lower interest rates. Lower interest rates make it cheaper to borrow money, and they also boost the economy in general, since there's more money to go around.

What are the risks?
The market was worried about SoFi last year, when interest rates were elevated and it looked like the lending business would be hurt. That's normal for any bank, but since SoFi is still small, and the lending segment is such an integral part of its business, this effect is felt more than it is at the larger banks. In the end, the lending segment performed well for the year, but banking is a cyclical business that is strongly influenced by interest rate trends. The good news is that as SoFi gets bigger and varies its product base, future cycles shouldn't be as worrisome.

Another risk is SoFi's high valuation. It trades at a price-to-earnings (P/E) ratio 52 of and a price-to-book ratio of 4. Those are high numbers for a bank. However, SoFi is also growing much faster than other banks, which is why it gets a premium. Over time, it should grow into the valuation.

There are plenty of reasons to be confident. The company has demonstrated resilience, efficiency, and innovation, and the platform is attracting new business at a fast pace; SoFi continues to report record new account each quarter, with 905,000 in the third quarter. Sales of new products are increasingly coming from existing users, which means its cross-selling strategy is working.

Management has a goal of becoming a top-10 U.S. bank, and it's on its way. As it generates higher revenue and earnings, the stock could soar during the next few years, and it could be a significant addition to a portfolio that could set you up for life.

Arcellx, Inc. (ACLX) Discusses Phase 2 iMMagine-1 Study Results and Multiple Myeloma Treatment Advances December 6, 2025 8:00 PM EST

Company Participants

Rami Elghandour - Chairman of the Board, CEO & President
Christopher Heery - Chief Medical Officer

Conference Call Participants

Krina Patel
Larry D Anderson
Matthew Frigault
Asthika Goonewardene - Truist Securities, Inc., Research Division
Tyler Van Buren - TD Cowen, Research Division
Samantha Corwin - William Blair & Company L.L.C., Research Division
Daina Graybosch - Leerink Partners LLC, Research Division
Mario Joshua Chazaro Cortes - Evercore ISI Institutional Equities, Research Division
Biren Amin - Piper Sandler & Co., Research Division
Stephen Willey - Stifel, Nicolaus & Company, Incorporated, Research Division
John Newman - Canaccord Genuity Corp., Research Division

Presentation

Rami Elghandour
Chairman of the Board, CEO & President

Good evening. Welcome. I'm Rami Elghandour, I'm the Chairman and CEO of Arcellx. It is my pleasure to welcome you this evening to our Investor Relations event here in Orlando, Florida, at the 67th Annual ASH Meeting.

Before we get started, a look at our forward-looking statements. In terms of our agenda for this evening, I'm going to kick things off by talking a bit about our company. I'll particularly focus on the evolving multiple myeloma landscape, which I know is of interest to a lot of folks in this room and around the world listening in. I will then, of course, talk about how excited we are and some of the plans we're making for our commercial launch.

I then have the privilege of inviting Dr. Krina Patel to the stage. She'll share the latest results from our iMMagine-1 Registrational Phase II study. She presented those results earlier today at the ASH Medical Congress, and we're fortunate to have her share those results again with us this evening. We'll then be joined by our Chief Medical Officer, Dr. Chris Heery, who will moderate the physician panel, where he

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HomeEarnings AnalysisConsumer 

SummaryChewy is fairly valued, with current prices reflecting significant international expansion potential that's not yet announced.CHWY's strong growth potential and high loyalty are offset by intensifying competition and risks from controlling shareholder exits.International expansion, especially through an acquisition, could unlock major upside, but execution and competitive threats from Amazon and Walmart (among others) loom large.I remain cautious, as current valuation leaves little margin for error, and downside risk is elevated if CHWY fails to expand beyond North America. Yagi Studio/DigitalVision via Getty Images

Introduction & Financials Chewy (CHWY), the online pet food and supplies retailer, saw a massive jump during the pandemic and stay-at-home hype period that quickly after got back to more realistic levels. Although the stock is in an interesting spot that

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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This hot biotech stock could have a lot more room to run.

Perhaps the best-named TV game show ever, in my opinion, is Who Wants to Be a Millionaire? The show's title is catchy – and gets people thinking about becoming a millionaire.

However, planning to win on a TV game show isn't the best strategy to build a $1 million nest egg. Investing in stocks provides a path that more people can follow. The main challenge is identifying which stocks to buy.

Alnylam Pharmaceuticals (ALNY 1.46%) could be one to seriously consider. Is this biotech stock a millionaire maker?

Image source: Getty Images.

Coming close so far
Massachusetts Institute of Technology professor Phillip Sharp co-founded Alnylam with several others in 2002. It wasn't Sharp's first time to launch an innovative biotech company. He was also one of the founders of Biogen (BIIB 0.37%) in 1978.

Alnylam was established to focus on a new approach called RNA interference (RNAi). Therapies that use RNAi work by interfering with messenger RNA (mRNA) before it can deliver instructions to cells related to the creation of specific proteins. The discovery of RNAi won the Nobel Prize in Physiology or Medicine in 2006.

Two years after its founding, Alnylam conducted an initial public offering (IPO). If you had bought $10,000 of the stock then and never sold a share, your investment would be worth roughly $787,000 today. Alnylmam has come pretty close so far to being a millionaire maker.

Most of the biotech stock's gains have come over the last seven years. Alnylam won U.S. Food and Drug Administration (FDA) approval for RNAi therapy Onpattro in 2018 for the treatment of polyneuropathy of hereditary transthyretin-mediated (hATTR) amyloidosis, a rare genetic disease.

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A promising future
Are Alnylam's best days now behind it? Not at all. The company now has another approved ATTR therapy, Amvuttra, which is well on its way to becoming a blockbuster drug. It also has two approved products targeting other rare diseases (Givlaari and Oxlumo). Additionally, Alnylam outlicensed its RNAi therapies, Leqvio, which is approved for treating hypercholesterolemia, to Novartis (NVS 0.20%), and Qfitia, which is approved for treating hemophilia, to Sanofi (SNY +1.29%).

Alnylam's launch of Amvuttra in treating transthyretin amyloid cardiomyopathy (ATTR-CM) is only in its early stages. Thanks largely to this new indication, sales of the drug skyrocketed 162% year over year in the third quarter of 2025.

The company has a more powerful ATTR therapy potentially on the way. It's evaluating nucresiran in phase 3 clinical studies targeting ATTR with polyneuropathy and ATTR-CM.

Alnylam's pipeline is also loaded with other late-stage programs. The drugmaker partnered with Regeneron (REGN 0.61%) to develop cemdisiran for the treatment of rare diseases, including myasthenia gravis and paroxysmal nocturnal hemoglobinuria (PNH), as well as geographic atrophy, an advanced form of dry age-related macular degeneration.

It's working with Roche (RHHBY +0.66%) on the hypertension drug zilebisiran. Alnylam is also collaborating with Vir Biotechnology (VIR 4.13%) to develop a hepatitis D virus drug called elebsirian.

Millionaire-maker?
Is all of this sufficient to enable Alnylam to be a millionaire-maker? Maybe.

To be sure, significant growth expectations are already baked into the share price. Alnylam's forward price-to-earnings multiple is a sky-high 53.5. However, I think the growth generated by Amvuttra alone makes the steep valuation much less scary.

The company's late-stage pipeline also has tremendous potential to produce multiple winners. Granted, Alnylam's outlicensing and collaboration deals mean that it will make less money from some programs than it would have if it entirely owned them. However, these arrangements also reduce the drugmaker's risk.

Probably the most important thing to consider with Alnylam is that it has a platform. RNAi could be used to treat a wide range of diseases in the future, not just the ones the company is currently targeting.

I'm not sure if investing $10,000 or even $100,000 in Alnylam today will make you a millionaire. However, I predict that this biotech stock will continue to generate significant returns for patient investors over the long term.

VANCOUVER, BC / ACCESS Newswire / December 7, 2025 / Onco-Innovations Limited (CBOE CA:ONCO)(OTCQB:ONNVF)(Frankfurt:W1H, WKN: A3EKSZ) ("Onco" or the "Company") is pleased to announce that it has engaged a U.S. investment bank to serve as its capital markets advisor in connection with the Company's intention to pursue a potential cross-listing of its common shares on the Nasdaq Stock Market LLC ("Nasdaq" or the "Exchange") and to evaluate and structure a potential concurrent equity financing. The structure and terms of the contemplated financing have not yet been finalized.

This engagement forms part of the Company's ongoing evaluation of options intended to support long-term corporate development. The advisory mandate will include analysis and planning related to listing requirements, regulatory considerations and the capitalization strategies necessary to facilitate the potential U.S. cross-listing and concurrent financing.

The Company notes that no assurance can be given that a cross-listing or concurrent financing will be completed, and any such listing would remain subject to meeting applicable regulatory, governance, and exchange requirements.

About Onco-Innovations Limited
Onco-Innovations is a Canadian-based company dedicated to cancer research and treatment, specializing in oncology. Onco's mission is to pursue the prevention and treatment of cancer through pioneering research and innovative solutions. The company has secured an exclusive worldwide license to patented technology that targets solid tumours.

ON BEHALF OF ONCO-INNOVATIONS LIMITED,

"Thomas O'Shaughnessy"
Chief Executive Officer

For more information, please contact:

Thomas O'Shaughnessy
Chief Executive Officer
Tel: + 1 888 261 8055
[email protected]

Forward-Looking Statements Caution. This news release contains forward-looking statements, including statements regarding the Company's engagement of a U.S. investment bank, the potential U.S. cross-listing of the Company's common shares on the Nasdaq Stock Market, the completion of a potential concurrent equity offering, the anticipated benefits of such a listing and / or equity offering, and the Company's expectations regarding its strategic review process and related capital markets activities. Forward-looking statements are often identified by terms such as "will", "may", "potential", "should", "anticipate", "expects" and similar expressions. All statements other than statements of historical fact, included in this release are forward-looking statements that involve risks and uncertainties. There can be no assurance that such statements will prove to be accurate and actual results and future events could differ materially from those anticipated in such statements. The reader is cautioned that assumptions used in the preparation of any forward-looking information may prove to be incorrect. Events or circumstances may cause actual results to differ materially from those predicted, as a result of numerous known and unknown risks, uncertainties, and other factors, many of which are beyond the control of the Company. The reader is cautioned not to place undue reliance on any forward-looking information. Such information, although considered reasonable by management at the time of preparation, may prove to be incorrect and actual results may differ materially from those anticipated. Forward-looking statements contained in this news release are expressly qualified by this cautionary statement. The forward-looking statements contained in this news release are made as of the date of this news release and the Company will update or revise publicly any of the included forward-looking statements as expressly required by applicable law.

SOURCE: Onco-Innovations Limited

HomeEarnings AnalysisFinancials 

SummaryFinVolution trades at a forward P/E of 3x, reflecting deep undervaluation and a significant discount to sector and index multiples.Despite a 29% stock decline and weak China transaction volumes, international revenue surged 37% and now comprises 25% of total revenue.I maintain a buy rating with a $9 price target, projecting 81% upside over 24 months as international growth offsets China headwinds.FINV’s shareholder-friendly capital allocation, including $66.5M in buybacks, and expanding user base support a rebound thesis despite current market pessimism. J Studios/DigitalVision via Getty Images

Following my last article on FinVolution (FINV), the stock declined by 29% and significantly underperformed the benchmark. The online consumer finance company continues experiencing downward momentum, but I argue the sentiment appears overdone.

The

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in FINV over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

It depends on how the market is doing.

Robinhood Markets (HOOD 3.74%) has been explosive during the past three years, leveraging its online trading platform to capitalize on a strong bull market. It's expanding its business in all sorts of directions, giving it room to run in many ways. While some of those directions lean toward traditional finance, others are similar to the riskier types of products Robinhood is known for. Given these multiple growth avenues, let's see where Robinhood might be in a year from now.

The platform of choice for many investors
Robinhood gained renown for its free stock-trading platform that set a new standard for brokerages. Retail investors flocked to the site when it first debuted, and it continues to onboard new customers at a healthy pace. Funded customers increased 10% year over year to 26.8 million in the third quarter.

Image source: Getty Images.

It also has a paid membership program called Robinhood Gold that costs $50 annually. Some of the perks of the program include matching retirement fund contributions, cash back on credit card purchases, and a high yield on uninvested funds. This program has been growing quickly, with 1.7 million new additions in the third quarter, a 77% year-over-year increase.

Where Robinhood is a year from now may largely depend on how the market is doing. In a trend that plays out repeatedly over time, a strong bull market generates enthusiasm and high trading activity. If this continues, Robinhood is likely to keep adding new customers and converting them into paying clients. However, if the market goes sour, customer growth is likely to slow or disappear.

Free investing for all
Robinhood makes money in a number of ways, including the membership program, but its core trading activity generates revenue through a payment for order flow model, in which it sends trade orders to market makers. Transaction revenue was $730 million in the third quarter, up 129% from last year.

These days, most of its trading activity and transaction revenue aren't coming from equities trading, which accounted for only $86 million of third-quarter transaction revenue. The company continues to offer new cryptocurrencies on the platform, and cryptocurrency trading revenue increased 300% in the quarter to $268 million. This high dependence on cryptocurrency trading has powered Robinhood stock during the past few months, and the stock movement has correlated with the rise and fall of Bitcoin and other high-profile cryptocurrencies. If these cryptocurrencies continue to increase in value during the next year, Robinhood stock is likely to reflect that, but the alternative is also true, and Robinhood stock could tumble if Bitcoin falls.

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At the same time, Robinhood is branching out into other products and services, and these could protect the business if they take off. For example, it's rolling out credit cards and checking accounts, traditional financial services that let it compete with established financial giants. Although Robinhood's consumer base is fairly small right now for a financial company, if it can persuade more of its customers to open these kinds of accounts, that will provide it with more stability in case there is some kind of market crash or other market turbulence.

A premium price for high growth
Robinhood stock trades at a price-to-earnings (P/E) ratio of 56, which is a premium valuation. There's some growth built into that price, which means that Robinhood has to sustain current growth rates to maintain it.

Total revenue increased 100% in the third quarter year over year, which is why it can carry a high valuation today. If that slows during the next year, though, the price may fall. While the market continues to rise -- it's up almost 17% year to date, Robinhood should continue to enjoy increasing sales and profit. Robinhood stock is crushing the market, up 268% this year. To keep up that kind of momentum during the next year, Robinhood will need to crank out phenomenal results.

, /PRNewswire/ -- CARsgen Therapeutics Holdings Limited (Stock Code: 2171.HK), a company focused on developing innovative CAR T-cell therapies, announced today announced with great pleasure that its independently developed fully human BCMA-targeted CAR-T product, zevorcabtagene autoleucel (zevor-cel, R&D code: CT053), has been included in China's Commercial Health Insurance Innovative Drug Catalogue (2025) (referred to as the "Innovative Drug Catalogue") for the treatment of relapsed/refractory multiple myeloma. The Innovative Drug Catalogue was released today at a press conference held by the National Healthcare Security Administration (NHSA) in Guangzhou. Dr. Huamao Wang, Co-founder and Chief Operating Officer of CARsgen, attended the conference.

Zevor-Cel Included in China’s Commercial Health Insurance Innovative Drug Catalogue

This year, the NHSA took the landmark step of establishing the Innovative Drug Catalogue, operating alongside the Basic Medical Insurance Catalogue. This Innovative Drug Catalogue specifically targets drugs that are highly innovative, of significant clinical value, and deliver substantial patient benefits. It is designed to empower the innovative drug industry chain with unprecedented support and enhance drug accessibility.

Zevor-cel is a Category 1 innovative biological product with its Marketing Authorization (MA) held by CARsgen Life Sciences Co., Ltd., a subsidiary of CARsgen Therapeutics. It is manufactured by CARsgen Pharmaceuticals Co., Ltd. Zevor-cel was approved for marketing by the National Medical Products Administration (NMPA) on February 23, 2024, for the treatment of adult patients with relapsed or refractory multiple myeloma who have progressed after at least 3 prior lines of therapy (including a proteasome inhibitor and an immunomodulatory agent).

CARsgen has granted exclusive commercialization rights for zevor-cel in mainland China to Huadong Medicine Co., Ltd. (Stock Code: 000963.SZ). Huadong Medicine has established a dedicated, professional, and comprehensive commercial team to promote the use of zevor-cel and has been utilizing China's multi-layered insurance system to improve patient accessibility. Currently, certification and regulatory filings for zevor-cel have been completed in more than 20 provinces and municipalities across China. From January to September 2025, CARsgen received 170 confirmed orders from Huadong Medicine, exceeding the total number of orders for the full year of 2024.

Five-year follow-up results from the Phase I clinical trial of zevor-cel, presented at the 2025 IMS Annual Meeting, demonstrated a manageable safety profile and deep, durable efficacy in patients with relapsed/refractory multiple myeloma. No grade 3 or higher cytokine release syndrome (CRS) was observed. No immune effector cell-associated neurotoxicity syndrome (ICANS), delayed neurotoxicities, second primary malignancy, or other delayed adverse events was observed. The overall response rate was 100% (95% CI: 76.8, 100.0) with 11 (78.6%) patients achieving complete response (CR) or stringent complete response (sCR). All patients who achieved CR or better were minimal residual disease (MRD) negative at 10⁻⁵ threshold. The median progression-free survival (mPFS) and the median duration of response (mDoR) were 44.1 months and 43.2 months in CR/sCR patients, respectively. The median overall survival (mOS) was not reached. The patient survival rate at 60 months post-infusion was 76.9%.

Dr. Huamao Wang, Co-founder and Chief Operating Officer of CARsgen, said: "We are very pleased to see zevor-cel included in the first batch of the Innovative Drug Catalogue. This reflects the nation's high recognition of and policy support for innovative drugs. This inclusion will help further alleviate the financial burden on patients and enhance the accessibility of advanced cell therapies, allowing more patients to benefit from innovative treatments. CARsgen remains committed to addressing unmet clinical needs, developing more innovative and differentiated CAR T-cell products, bringing them to patients as quickly as possible, and contributing to the 'Healthy China' initiative."

About CARsgen Therapeutics Holdings Limited

CARsgen is a biopharmaceutical company focusing on developing innovative CAR T-cell therapies to address the unmet clinical needs including but not limited to hematologic malignancies, solid tumors and autoimmune diseases. CARsgen has established end-to-end capabilities for CAR T-cell research and development covering target discovery, preclinical research, product clinical development, and commercial-scale production. CARsgen has developed novel in-house technologies and a product pipeline with global rights to address challenges faced by existing CAR T-cell therapies. Efforts include improving safety profile, enhancing the efficacy in treating solid tumors, and reducing treatment costs, etc. CARsgen's mission is to be a global biopharmaceutical leader that provides innovative and differentiated cell therapies for patients worldwide and makes cancer and other diseases curable.

Forward-looking Statements

All statements in this press release that are not historical fact or that do not relate to present facts or current conditions are forward-looking statements. Such forward-looking statements express the Group's current views, projections, beliefs and expectations with respect to future events as of the date of this press release. Such forward-looking statements are based on a number of assumptions and factors beyond the Group's control. As a result, they are subject to significant risks and uncertainties, and actual events or results may differ materially from these forward-looking statements and the forward-looking events discussed in this press release might not occur. Such risks and uncertainties include, but are not limited to, those detailed under the heading "Principal Risks and Uncertainties" in our most recent annual report and interim report and other announcements and reports made available on our corporate website, https://www.carsgen.com. No representation or warranty is given as to the achievement or reasonableness of, and no reliance should be placed on, any projections, targets, estimates or forecasts contained in this press release.

Contact CARsgen

For more information, please visit https://www.carsgen.com/

SOURCE CARsgen Therapeutics

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SummaryHims & Hers Health has sold off ~40% GLP-1 turbulence, but the core growth story remains intact.The company is building a moat through personalized medicine, vertical integration, and diversification beyond GLP-1s, reducing regulatory and competitive risks.By assuming very achievable growth rates, the company seems to be undervalued by up to 102%. Jacob Wackerhausen/iStock via Getty Images

In my previous coverage of Hims & Hers (HIMS), we talked about the company's significant development from a basic telehealth provider to a dominant force in individualized healthcare. The market was applauding the

Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVO, HIMS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Roblox is marching toward its long-term goal of reaching 1 billion users.

Roblox (RBLX +1.12%) stock would have been a terrific buy in late 2022 when it was trading at a depressed valuation. Over the last one- and three-year periods, the stock has returned 77% and 172%, respectively, outperforming the S&P 500's gains of 13% and 67%.

Still, investors who bought shares five years ago would have seen only a 35% gain, significantly trailing the S&P 500's 75% gain over the same period. However, the key takeaway here is that nothing has changed Roblox's long-term growth trajectory; only investor sentiment has changed.

The most important question for investors today is whether the stock still offers upside from these elevated share prices.

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Roblox is stronger today than five years ago
Roblox has continued to improve its ability to attract users and generate revenue. Daily active users, hours spent on the platform, and bookings (non-GAAP revenue) accelerated in each quarter during 2025. Bookings increased by an impressive 70% year over year in the third quarter.

Most importantly, this growth shows that Roblox is expanding at a significantly faster rate than the broader video game industry, which is currently growing at a low single-digit rate. The company's trailing-12-month revenue of $4.4 billion is a small fraction of annual consumer spending on games, providing a long runway for growth on the platform.

Over the last few years, management has made investments to expand the amount of content on the platform, attract older players, and create the conditions for more viral hits that can expand its revenue potential. The strategy worked, as daily users have more than doubled over the last two years, and these users are also spending more time on the platform. In the previous quarter, time spent on the platform jumped 91% year over year to 39.6 billion hours.

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Focus on the business, not the stock
Investor sentiment can significantly impact a stock's performance from one year to the next; however, the best course of action for long-term shareholders is usually to remain patient and focus on the business' performance. Those who took advantage of the 2022 sell-off could have used the opportunity to buy more shares, lower their cost basis in the stock, and realize market-beating gains over the last few years.

Roblox is tapping into the crossroads of artificial intelligence (AI)-generated content and immersive communication. There are numerous opportunities for growth in advertising and new forms of content beyond games. Management aims to reach 1 billion users over the long term, and its recent growth indicates that the business is continuing to move toward that target. If you can hold shares for at least 10 years, there's enough opportunity here to earn market-beating returns.

Sometimes it's easier to talk to strangers, which might explain why the platform has become an increasingly popular resource for wedding planning.

The company has delivered some good news lately that will please long-term investors.

Shares in USA Rare Earth (USAR 1.49%) crashed by 30.8% in November, according to data provided by S&P Global Market Intelligence. It's the kind of performance that highlights the highly speculative nature of investing in rare-earth companies in the current environment, not least due to their sensitivity to political developments.

U.S. and China's rare-earth relations
The simple fact is that China dominates the market for rare-earth materials and rare-earth magnets, producing up to 90% of the world's supply of the latter. This gives the country a strong bargaining position in trade disputes with the U.S., and it also gives the Trump administration a powerful incentive to take measures to ensure a long-term domestic supply of rare-earth materials and magnets.

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As such, whether investors like it or not, stocks like USA Rare Earth will be influenced by developments in trade negotiations and speculation surrounding them. Consequently, USA Rare Earth stock soared in October on the news that China planned to implement new export controls on rare-earth materials. The idea being that the U.S. administration would be more likely to implement the kind of favorable actions (investments, purchasing agreements, and other support) toward USA Rare Earth as it did with MP Materials.

Additionally, if there is uncertainty about obtaining supplies from China, potential customers may opt to enter into agreements with USA Rare Earth instead.

What happened in November
However, the opposite can happen too. When China decided to pause the new export controls in early November, many investors pulled money out of the stock.

It's a frustrating situation for long-term investors who believe in the company's potential, but it's worth considering when evaluating entry points for buying the stock. On that note, the good news is that USA Rare Earth has experienced some positive developments recently, which should help derisk the stock.

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Derisking USA Rare Earth
As a reminder, the company's business model is somewhat back-to-front. It plans to manufacture rare-earth magnets at its Stillwater, Oklahoma, plant while building a supply chain of materials to feed it. While the company controls rights to a rare-earth mine, Round Top Mountain in Texas, and envisions developing it, USA Rare Earth " initially will be focused on partnering with ex-China suppliers and building or buying the capabilities we need to profitably manufacture high quality neo magnets in the United States."

To support this plan, the company bought Less Common Metals (LCM), a British manufacturer of rare-earth metals and alloys that gets its raw materials from outside China. This deal helps USA Rare Earth secure its supply of materials.

A few weeks later, LCM signed a supply agreement with Solvay and Arnold Magnetic Technologies Corporation, a deal that is expected to generate revenue for the company.

These events help derisk the stock and make it more investable for investors with a tolerance for risk, and a positive outlook on the company's potential to meet the U.S. need for a domestic supply of critical rare-earth materials.