Market Signal Briefing

Bitcoin fell sharply on Friday, slipping below $90,000 after a wave of leveraged liquidations hit the market. Selling pressure increased as Bitcoin once again failed to break above a key resistance zone between $92,000 and $94,000, a level it has tested several times this week before pulling back.

Liquidations Add to Volatility

More than $200 million in leveraged long positions were liquidated, speeding up the decline. Market sentiment weakened as fear levels rose, and volatility increased across major exchanges. 

Support Levels Under Watch

Support for Bitcoin is currently seen around $89,200, with stronger buying expected near $88,000. A drop below that area could deepen the downtrend. If the price manages to bounce from support, it may attempt another move toward $90,000, though a full recovery would require a sustained break above $94,000. Clearing that level could open the path toward the next target near $100,000.

Broader Market Weakness

The correction comes as other major cryptocurrencies also pull back from recent highs. Ethereum and several large-cap tokens have shown slowing momentum after briefly entering overbought levels earlier in the week. The market may see clearer direction in the coming days as Bitcoin tests whether support in the mid-$80,000 range can hold against continued selling pressure.

Understanding The Recent Crash

Analyst Ash Crypto said the recent drop in Bitcoin from $126,000 to $80,000 has raised concerns about unusual market behavior. The October 10 flash crash, which erased about $19 billion and became one of the largest liquidation events in crypto history, Bitcoin has struggled to recover.

According to his view, U.S. stocks have risen roughly 8% since that day and many have reached new all-time highs, while Bitcoin remains down around 29%. He said that every short-term price increase has been met with strong selling, and that nearly $500 million in liquidations appears in the market on many days.

He argued that if the decline were caused only by leverage, the market would normally rebound quickly. Instead, Bitcoin has kept falling without a significant recovery, which he believes shows that large players may be influencing price movements and triggering liquidations on both long and short positions.

The analyst is hoping for a stronger outlook in the first half of 2026, supported by possible rate cuts, improving liquidity conditions and the end of quantitative tightening.

Trust with CoinPedia:CoinPedia has been delivering accurate and timely cryptocurrency and blockchain updates since 2017. All content is created by our expert panel of analysts and journalists, following strict Editorial Guidelines based on E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness). Every article is fact-checked against reputable sources to ensure accuracy, transparency, and reliability. Our review policy guarantees unbiased evaluations when recommending exchanges, platforms, or tools. We strive to provide timely updates about everything crypto & blockchain, right from startups to industry majors.

Investment Disclaimer:All opinions and insights shared represent the author's own views on current market conditions. Please do your own research before making investment decisions. Neither the writer nor the publication assumes responsibility for your financial choices.

Sponsored and Advertisements:Sponsored content and affiliate links may appear on our site. Advertisements are marked clearly, and our editorial content remains entirely independent from our ad partners.

University of Wisconsin wins Abbott and the Big Ten Conference's "We Give Blood" drive, awards $1 million from Abbott to advance student or community health
Second year of nationwide blood drive saw a 319% increase in overall participation with 83,043 donations and a 168% jump in student donors compared to 2024
Big Ten students, alumni, and fans helped save up to 250,000 lives during the college football season
A recent 'We Give Blood' survey found 92% of participants are very likely to donate again, a promising sign for building a sustainable blood supply for years to come
, /PRNewswire/ -- Amid the nation's worst blood shortage in a generation, the University of Wisconsin rallied Big Ten students, fans and alumni to take action, winning the Abbott and the Big Ten Conference "We Give Blood" competition and inspiring 15,476 blood donations that could save up to 46,428 lives. Overall donations in the competition surged 319% compared to 2024, marking a dramatic expansion of efforts to confront the national blood shortages. In just the first 22 days of the initiative, donations surpassed last year's total as the entire Big Ten community united to strengthen the blood supply.

University of Wisconsin won the Abbott and Big Ten “We Give Blood” competition, receiving $1 million from Abbott to advance student or community health

The University of Wisconsin held off the 2024 champion, the University of Nebraska, in a close battle and will receive $1 million from Abbott to advance student or community health. Overall, the conference recorded 83,043 blood donations, which could help save up to 250,000 lives in Big Ten communities and across the country, as each donation has the potential to save up to three lives. Several schools stayed neck and neck throughout the competition, with classic rivals like The Ohio State University and the University of Michigan locked in close races.

"This year's competition not only helped to save a record-breaking number of lives, but it also showed the power of using sports for good with all schools increasing their participation from year one," said Robert B. Ford, chairman and chief executive officer, Abbott.  "We are proud of the students, alumni, and fans who united to make a lasting impact on the blood supply, and we hope this spirit continues well beyond the season."

Blood donations are essential in many medical situations, including for trauma patients, accident victims, cancer patients, mothers facing complications before, during, and after childbirth, and premature babies. In the U.S., someone needs blood every two seconds.

"This life-saving partnership demonstrates the tremendous passion of the Big Ten community," said Tony Petitti, commissioner, Big Ten Conference. "We're proud to help activate our fans from coast-to-coast in support of such a valuable mission and excited for the opportunity to honor the University of Wisconsin during the 2025 Discover Big Ten Football Championship Game."

The national blood donor pool is aging and shrinking, creating an urgent need for younger donors. Blood donations among 19- to 24-year-olds have fallen by nearly one-third in recent years. This makes college students a critical audience for the "We Give Blood" drive, and results show the message is working. Nearly 37% of student donors said the campaign inspired them to donate blood for the first time, and more than 90% reported they are likely to donate again.

"I am incredibly proud of our Badger community for showing up with generosity, compassion, and fantastic teamwork," said Jennifer Mnookin, chancellor, University of Wisconsin-Madison. "And I'm grateful to our peers in the Big Ten for their passionate engagement in this friendly competition, and to Abbott for the opportunity. Together, we're saving lives. A huge thank you to our students, faculty, and staff and broader Badger community for demonstrating once again the power of our Wisconsin Idea commitment to public service."

This year's competition offered people more reasons to participate:

Student ambassadors championed the "We Give Blood" cause at every Big Ten university, bringing together Greek life, student governments, registered student organizations, university leadership and local blood centers to have the biggest impact.
Abbott and the Big Ten also hosted 12 "We Give Blood" Weekly One-Up Challenges. These mini competitions tapped into collegiate rivalries, pitting two Big Ten schools against each other to see which could show up to donate the most blood during the week. In addition to saving lives, donors from the winning school received a chance to win select memorable campus experiences offered by the universities.
The "We Give Blood" competition ran throughout the college football season, from Aug. 27 through Dec. 5. Donation totals were tracked live and the final results are available at BigTen.Org/Abbott.  

Participants donated blood on campuses and at U.S. blood centers across the country and uploaded proof of donation to the campaign website or via text message to have their donation count for a Big Ten school. The donations received throughout the competition helped boost blood centers' supply throughout the holiday season, when donations tend to drop. 

"The competition may be over, but the need for blood never ends," said Ford. "We encourage everyone to make blood donation a regular habit and help save lives year-round, ensuring a sustainable blood supply for years to come." 

People can find a place to donate blood near them at BigTen.Org/Abbott.

About the Big Ten Conference:

The Big Ten Conference is an association of world-class universities whose member institutions share a common mission of research, graduate, professional and undergraduate teaching and public service. Founded in 1896, the Big Ten has sustained a comprehensive set of shared practices and policies that enforce the priority of academics in the lives of students competing in intercollegiate athletics and emphasize the values of integrity, fairness and competitiveness. The Big Ten Conference sponsors 28 official sports, 14 for men and 14 for women, and the broad-based programs of the 18 Big Ten institutions provide direct financial support for more than 14,000 student-athletes. For more information, visit BigTen.org.

About Abbott:

Abbott (NYSE: ABT) is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries. Connect with us at abbott.com and on LinkedIn, Facebook, Instagram, X and YouTube.

SOURCE Abbott

HomeDividends AnalysisDividend IdeasEnergy Analysis

SummaryTorm PLC (TRMD) continues to outperform, delivering 28% YTD gains and beating both XLE and SPY.Q3 results featured a revenue beat, higher TCE rates, lower opex, and a robust 11.7% forward dividend yield.I raise my price target to $24, reflecting normalized $3 EPS and an 8x P/E multiple, with technicals signaling further upside.Key risks include older vessel acquisitions, charter rate volatility, and macroeconomic headwinds, but valuation remains compelling. Abstract Aerial Art/DigitalVision via Getty Images

Torm PLC (TRMD) has quietly outperformed in 2025. Shares have beaten both the SPDR Energy Select Sector ETF (XLE) and the S&P 500 ETF (SPY) on a total

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.

Recommended For You

It takes more than a big yield to make a good dividend stock, which is why dividend lovers will likely prefer one of these REITs over the other.

It's easy for a dividend investor to get so enamored of a huge dividend yield that they overlook other, equally important, investment factors. Real estate investment trust (REIT) Annaly Capital's (NLY +0.44%) huge 12%+ dividend yield is one that could easily distract you. Note that the S&P 500 index (^GSPC +0.19%) has a tiny little 1.2% yield, and the average REIT yield is around 3.9%.

Here's why you might be better off in the middle with Realty Income (O +0.46%) and its roughly 5.6% yield.

Not all REITs are the same
There are two broad types when it comes to real estate investment trusts. The first type, property-owning REITs, is fairly easy to understand. These companies do what you would do if you owned a rental property, just on a much larger scale. Buying properties and leasing them out to tenants, which is what Realty Income does, provides a broad perspective, of course, since there are a variety of different property sectors in which REITs can invest.

Image source: Getty Images.

However, the property-owning model is drastically different from mortgage REITs, the other broad type of REIT you can invest in. Annaly is an mREIT. These companies focus on owning, managing, and/or making loans secured by physical properties. In Annaly's case, the company buys mortgages that have been pooled into bond-like securities.

There's nothing inherently wrong with mortgage REITs, per se, but they are simply not the same kind of dividend stock as a traditional property-owning REIT. The lofty yields on offer from mREITs are just one aspect of that. The more important factor is the reliability of the dividend over time.

Today's Change

(

0.44

%) $

0.10

Current Price

$

22.87

Annaly is kind of like a mutual fund
Realty Income is an operating business. It grows by acquiring new properties and effectively managing its existing ones. Realty Income is the largest net lease REIT, which simply means that its tenants are responsible for most property-level costs. One drawback with Realty Income is that its vast size, with a portfolio of more than 15,000 properties, limits its growth potential. It requires huge amounts of investment to move the needle on the top and bottom lines.

Today's Change

(

0.46

%) $

0.27

Current Price

$

58.48

That said, Annaly's business is somewhat similar to a mutual fund that owns mortgage securities. The company even reports a figure called tangible net book value, which essentially represents the value of the company's investment portfolio. That's roughly similar to the net asset value figure reported by mutual funds.

What's interesting here is that the value of mortgage securities changes on a daily basis and can be affected by factors ranging from interest rates to mortgage repayment trends and housing market dynamics. The self-amortizing nature of mortgages, meanwhile, generally leads to the value of mREIT mortgage portfolios shrinking over time.

NLY Dividend data by YCharts.

This is where the rubber hits the road for dividend investors. As the chart above highlights, Annaly Capital's dividend has been highly variable over time. That's normal for an mREIT and comes from the unique nature of the core business.

Realty Income's dividend has increased steadily for decades as the company has expanded its property portfolio. In fact, Realty Income's dividend has been increased for an impressive 30 years, and counting. If you need the income your portfolio generates to pay for living expenses in retirement, Realty Income's steady business and dividend growth will be the better choice for most investors.

Annaly Capital isn't a bad company
It's important to note that Annaly Capital is a fairly well-respected mortgage REIT. The difference here is that Annaly's goal isn't really income -- it is total return. Total return requires that dividends be reinvested. If you do that, history suggests that you'll probably be pleased with the results you get from Annaly. However, if you spend the dividends, you are likely to be let down and far better off with Realty Income's growing dividend.

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.

, /PRNewswire/ -- Innovent Biologics, Inc. ("Innovent") (HKEX: 01801), a world-class biopharmaceutical company that develops, manufactures and commercializes high quality medicines for the treatment of oncology, cardiovascular and metabolic, autoimmune, ophthalmology and other major diseases, announces that seven of its innovative products have been included in the updated 2025 National Reimbursement Drug List (NRDL). This list features a new indication of TYVYT® (sintilimab injection), and first-time inclusions of SYCUME® (teprotumumab N01 injection, a recombinant anti-IGF-1R antibody), Limertinib (EGFR TKI), Dupert® (fulzerasib, KRAS G12C inhibitor), DOVBLERON® (taletrectinib, ROS1 inhibitor), Retsevmo® (selpercatinib, RET inhibitor), and Jaypirca® (pirtobrutinib, BTK inhibitor). The updated NRDL will be officially effective from January 1, 2026.

Dr. Michael Yu, Founder, Chairman of the Board and CEO of Innovent, stated: "We are pleased with the NRDL inclusion of our seven innovative therapies this year. These therapies cover key disease areas that pose substantial public health challenges in China—particularly oncology (including lung, liver, gastric, esophageal, gynecological cancers, and hematological malignancies) as well as cardiovascular and metabolic (CVM) diseases. Their inclusion will help broaden patients' access to and enhance their affordability of these medications, ultimately benefiting more individuals and families across the country. As a company with the mission of 'empowering patients worldwide with affordable, high-quality biopharmaceuticals', Innovent continues to invest in pioneering treatments across oncology, CVM, autoimmune and ophthalmology—areas of significant societal need. We remain committed to our patient-centered approach, leveraging our innovation and product capabilities to further improve drug affordability and accessibility, so that high-quality medicines can reach and benefit more patients and their families as soon as possible. We are proud to contribute to better care for our patients."

TYVYT® (sintilimab injection)

TYVYT® (sintilimab injection) is a PD-1 immunoglobulin G4 monoclonal antibody co-developed by Innovent and Eli Lilly and Company. In China, sintilimab has been approved for eight indications and two more NDAs are under review by the NMPA, including squamous non-small cell lung cancer (NSCLC), non-squamous NSCLC, liver cancer, gastric cancer, esophageal cancer, endometrial cancer and Hodgkin's lymphoma[i].

In the updated NRDL, the eighth indication of TYVYT®(sintilimab injection) is newly included, in combination with fruquintinib for the treatment of patients with advanced endometrial cancer with Mismatch Repair proficient (pMMR) tumors that have failed prior systemic therapy and are not candidates for curative surgery or radiation. This new indication addresses a critical gap in treatments available for advanced endometrial cancer patients with limited responses to traditional therapies.

SYCUME® (teprotumumab N01 injection)

SYCUME® (teprotumumab N01 injection) is a recombinant anti-insulin-like growth factor 1 receptor (IGF-1R) antibody developed by Innovent. SYCUME® blocks the activation of IGF-1R signaling pathway, consequently improving clinical manifestations such as proptosis, inflammation and diplopia, thus enhancing quality of life in patients with thyroid eye disease (TED)[ii].

In the updated NRDL, SYCUME®(teprotumumab N01 injection) is newly listed for moderate-to-severe thyroid eye disease. SYCUME®(teprotumumab N01 injection) is China's first approved IGF-1R antibody drug, and this groundbreaking non-invasive therapy redefines the standard of care and serves the unmet needs for thyroid eye disease over past 70 years in China. The NRDL inclusion will bring this world-class novel treatment option to Chinese patients with thyroid eye disease and significantly enhance patient accessibility and affordability.

Limertinib

Limertinib is a third-generation EGFR TKI in collaboration with ASK Pharm, and Innovent holds exclusive commercialization rights in Mainland China.[iii]

In the updated NRDL, limertinib is newly listed for: 1) the treatment of adult patients with locally advanced or metastatic EGFR T790M-mutated non-small cell lung cancer (NSCLC), who have previously experienced disease progression during or after treatment with EGFR TKI; and 2) the first-line treatment of adult patients with locally advanced or metastatic NSCLC carrying EGFR exon 19 deletions or exon 21 L858R mutations. Limertinib incorporates a unique naphthylamine group structure, which endows it with enhanced lipophilicity. This property ensures effective drug penetrate across the blood-brain barrier (BBB), thereby significantly reducing the risk of disease progression—specifically, the risk of disease progression in patients with brain metastases and the risk of intracranial disease progression. The NRDL inclusion of limertinib will provide a more effective treatment option for NSCLC patients with EGFR mutations.

Dupert® (fulzerasib)

Dupert® (fulzerasib) is a novel KRAS G12C inhibitor in collaboration with GenFleet Therapeutics, and Innovent holds exclusive development and commercialization rights in Greater China.[iv]

In the updated NRDL, Dupert®(fulzerasib) is newly listed for the treatment of advanced NSCLC adult patients harboring KRAS G12C mutation who have received at least one systemic therapy. The NRDL inclusion of Dupert®(fulzerasib) will provide a novel targeted therapy benefiting NSCLC patients harboring KRAS G12C mutation.

DOVBLERON® (taletrectinib)

DOVBLERON® (taletrectinib) is a novel next-generation ROS1 TKI in collaboration with Nuvation Bio China, a Nuvation Bio (NYSE: NUVB) Company, and Innovent holds exclusive commercialization rights in Greater China.[v]

In the updated NRDL, DOVBLERON® (taletrectinib) is newly listed for the treatment of adult patients with locally advanced or metastatic ROS1-positive NSCLC. The NRDL inclusion of DOVBLERON® (taletrectinib) will provide a potentially best-in-class therapy benefiting patients with locally advanced ROS1-positive NSCLC.

Retsevmo® (selpercatinib)

Retsevmo® (selpercatinib) is a selective and potent rearranged during transfection (RET) kinase inhibitor developed by Eli Lilly and Company and solely commercialized in Mainland China by Innovent.[vi]

In the updated NRDL, Retsevmo® (selpercatinib) is newly listed for the treatment of: 1) adult patients with locally advanced or metastatic non-small cell lung cancer (NSCLC) with a RET gene fusion, 2) adult and pediatric patients 12 years of age and older with advanced or metastatic medullary thyroid cancer (MTC) with a RET mutation who require systemic therapy, and 3) adult and pediatric patients 12 years of age and older with advanced or metastatic thyroid cancer with a RET gene fusion who require systemic therapy and who are radioactive iodine-refractory. Retsevmo® (selpercatinib) is the first RET inhibitor approved globally and its NRDL inclusion will bring an innovative therapy for NSCLC and thyroid cancer patients with a RET alteration.

Jaypirca® (pirtobrutinib)

Jaypirca® (pirtobrutinib) is a non-covalent (reversible) BTK inhibitor developed by Eli Lilly and Company and solely commercialized in Mainland China by Innovent. Jaypirca® (pirtobrutinib) is the first and only non-covalent (reversible) BTK inhibitor approved in the world.[vii]

In the updated NRDL, Jaypirca® is newly listed for the treatment of adult patients with relapsed or refractory mantle cell lymphoma after at least two types of systemic therapy, including a BTK inhibitor. Its NRDL inclusion will benefit heavily-treated MCL patients that previously received the treatment of a BTK inhibitor, addressing their unmet needs and further enhancing Jaypirca's affordability for those patients.

About Innovent

Innovent is a leading biopharmaceutical company founded in 2011 with the mission to empower patients worldwide with affordable, high-quality biopharmaceuticals. The company discovers, develops, manufactures and commercializes innovative medicines that target some of the most intractable diseases. Its pioneering therapies treat cancer, cardiovascular and metabolic, autoimmune and eye diseases. Innovent has launched 17 products in the market. It has 1 new drug applications under regulatory review, 4 assets in Phase 3 or pivotal clinical trials and 15 more molecules in early clinical stage. Innovent partners with over 30 global healthcare companies, including Eli Lilly, Roche, Takeda, Sanofi, Incyte, LG Chem and MD Anderson Cancer Center.

Guided by the motto, "Start with Integrity, Succeed through Action" Innovent maintains the highest standard of industry practices and works collaboratively to advance the biopharmaceutical industry so that first-rate pharmaceutical drugs can become widely accessible. For more information, visit www.innoventbio.com, or follow Innovent on Facebook and LinkedIn.

Statements:

Innovent does not recommend the use of any unapproved drug (s)/indication (s).
Ramucirumab（Cyramza）, Selpercatinib (Retsevmo) and Pirtobrutinib (Jaypirca) were developed by Eli Lilly and Company.

Forward-Looking Statements

This news release may contain certain forward-looking statements that are, by their nature, subject to significant risks and uncertainties. The words "anticipate", "believe", "estimate", "expect", "intend" and similar expressions, as they relate to Innovent, are intended to identify certain of such forward-looking statements. The Company does not intend to update these forward-looking statements regularly.

These forward-looking statements are based on the existing beliefs, assumptions, expectations, estimates, projections and understandings of the management of the Company with respect to future events at the time these statements are made. These statements are not a guarantee of future developments and are subject to risks, uncertainties and other factors, some of which are beyond the Company's control and are difficult to predict. Consequently, actual results may differ materially from information contained in the forward-looking statements as a result of future changes or developments in our business, the Company's competitive environment and political, economic, legal and social conditions.

The Company, the Directors and the employees of the Company assume (a) no obligation to correct or update the forward-looking statements contained in this site; and (b) no liability in the event that any of the forward-looking statements does not materialise or turn out to be incorrect.

SOURCE Innovent Biologics

HomeStock IdeasLong IdeasTech 

SummarySnowflake remains a long-term Buy, despite a recent 11% price dip, driven by strong AI adoption and robust product revenue growth.SNOW's AI tools underpin 50% of new bookings, with a $100M AI run rate achieved a quarter early, signaling real-world enterprise demand.Valuation remains elevated versus peers, with negative profit margins offset by strong free cash flow and aggressive investment in S&M and R&D.I recommend a DCA strategy at current levels, as further price correction is possible, but long-term growth catalysts remain intact. sankai/iStock via Getty Images

Investment Thesis Despite Snowflake’s (SNOW) double beat in Q3’26 results, its stock price is down about 11% as of 4 December 2025. Investors saw lower than expected Q4’26 guidance, and some took profits.

In my view, if you are a long-term

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 SNOW 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.

Recommended For You

As we head into 2026, there are no signs that the boom in artificial intelligence (AI) infrastructure is slowing down. In fact, it only looks like it is ramping up.

The charge is being led by OpenAI, which has made aggressive commitments both to cloud computing companies and leading chipmakers. However, it's far from the only company racing to build out AI data centers. Demand at cloud computing providers has consistently outstripped capacity, which is leading to ever-increasing capital expenditure budgets.

Two of the companies at the forefront of the AI infrastructure build-out are graphics processing unit (GPU) chipmakers Nvidia (NVDA 0.53%) and Advanced Micro Devices (AMD +0.89%). While Nvidia is the clear leader in the space, AMD's stock has outperformed it so far in 2025 (at the time of this writing, AMD is up 80% year to date, while Nvidia is up 30%).

The question now is: Which stock will outperform the other in 2026?

The case for Nvidia
The biggest bull case for Nvidia to outperform in 2026 is that it's the market leader by a wide margin. The company has an over 90% share in the data center GPU space, in large part due to the system it has built around its chips. Most foundational AI code was built upon its CUDA software platform, giving it a wide moat, especially with regard to training large language models.

Today's Change

(

-0.53

%) $

-0.97

Current Price

$

182.41

On top of that, the company also has a very strong data-center networking business, which enables it to offer end-to-end solutions it calls "AI factories." Its proprietary NVLink interconnect system lets its chips act as one unit within an AI cluster, while its Ethernet and InfiniBand solutions help transfer data quickly.

Nvidia's stock is also cheaper than AMD's from a forward price-to-earnings (P/E) basis, trading at 24 times next year's analyst estimates, compared to 34 times for AMD. It has also had the faster revenue growth, with sales increasing 62% last quarter, compared to 36% for AMD.

The case for AMD
AMD's data center revenue is a fraction of Nvidia's, so if it can take any share away from the market leader in the rapidly growing AI infrastructure space, the impact on its growth would be huge. Meanwhile, there are some reasons to believe it may be able to gain more traction in this market.

While it's difficult for AMD to compete with Nvidia in training, the company has carved out a niche in the inference market, where Nvidia's CUDA moat isn't quite as wide. This is important because the inference market is eventually expected to become larger than training, as it involves the actual application of the trained model in answering new questions it's given.

On top of that, there have been reports that large Nvidia customer Microsoft has built tool kits to convert CUDA code to Advanced Micro Devices' ROCm software platform to run more inference workloads on GPUs from the chipmaker.

Today's Change

(

0.89

%) $

1.93

Current Price

$

217.91

AMD is also one of the chipmakers that OpenAI struck a partnership with as part of its aggressive AI data center build-out. What is unique about this deal is that OpenAI will take up to a 10% stake in AMD, which will supply OpenAI with up to six gigawatts of its GPUs -- what could be valued upward of $200 billion.

Meanwhile, OpenAI will receive warrants for up to 160 million shares of AMD. The deal will be a huge revenue boost for AMD in the coming years and should help it compete more effectively with Nvidia in the GPU market.

For its part, AMD laid out some robust long-term targets at its November analyst day. It's looking to increase its revenue at a more than 35% compound annual rate over the next three to five years, with more than 60% data center growth.

At the same time, it's looking to take a more than 50% market share in data central processing units, where it is already the market leader, and it sees its AI revenue rising by more than 80%.

Image source: Getty Images

The verdict
While I think both stocks will do well in 2026, I give the edge to AMD to outperform once again next year. It doesn't take as much to move the needle for the company, and its OpenAI partnership and news coming out of Microsoft could be a good setup for it to exceed expectations in 2026.

HomeStock IdeasLong IdeasIndustrial 

Summary3M (MMM) has outperformed peers, driven by a new CEO’s operational focus and credible growth, margin, and cash flow improvement plans.
Q3 organic growth exceeded 3%, with notable margin expansion and early signs of product innovation translating to sales momentum.
While management’s initiatives are promising, sustaining improvements depends on favorable macro trends and overcoming a lack of clear secular growth drivers.
Valuation now reflects a great deal more optimism; shares trade near fair value, with upside requiring further margin gains or above-trend revenue acceleration.
josefkubes/iStock Editorial via Getty Images

When you give the Street what it wants, good things tend to happen for your share price, and such is the case with 3M (MMM). After years of stagnant (and frankly pathetic) organic growth, lip

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

Quick Insights

Recommended For You

Bitcoin can no longer be compared to the “Tulip Bubble” due to its endurance and resilience over the years, according to Eric Balchunas, Bloomberg’s exchange-traded fund expert.

“I personally would not compare Bitcoin to tulips, no matter how bad the sell-off,” said the senior ETF analyst on Sunday. 

Balchunas pointed out that the tulip market rose and collapsed in around three years, “punched once in the face and knocked out,” but Bitcoin (BTC) has “come back from like six to seven haymakers to reach all-time highs and has survived 17 years.”

“The endurance alone warrants shedding tulip comparison, let alone the fact that it’s still up like 250% [over the] past three years and was up 122% last year.”Some people just hate this asset and want to enrage the people who like it, and that will probably never change, he opined. 

Earlier this month, “The Big Short” investor Michael Burry called it “the tulip bulb of our time.” In 2017, JPMorgan CEO Jamie Dimon famously said Bitcoin was “worse than tulip bulbs” and a “fraud.” 

Tulips pumped and dumped in three yearsThe Dutch tulip mania was a speculative frenzy in the Netherlands during the Dutch Golden Age. Tulip bulbs, which had been introduced to Europe from Turkey, became status symbols among wealthy Dutch merchants.

Prices began rising rapidly in 1634 and reached peak mania in 1636, when some rare tulip bulbs sold for more than the price of a house in Amsterdam. The market suddenly collapsed in 1637 with prices plummeting by over 90% in a matter of weeks.

The tulip mania is often cited as one of history’s first recorded speculative bubbles, and gave rise to the famous pump and dump chart pattern. 

Tulip mania only lasted three years. Source: Eric BalchunasBitcoin and Tulips: a flawed comparisonBalchunas continued to state that all Bitcoin has done so far this year is give up the extreme excess of last year. 

So even if 2025 ends up flat or moderately down year, BTC is still operating at around 50% of its annual average. Assets are allowed to cool off once in a while, even stocks, and people are “overanalyzing it,” he said. 

The ETF expert also questioned arguments about Bitcoin being non-productive.  

“Yes, Bitcoin and tulips are both non-productive assets. But so is gold, so is a Picasso painting, rare stamps, would you compare those to tulips? Not all assets have to be productive to be valuable.”Tulips were “marked by euphoria and crash,” and that’s it; Bitcoin is a “different animal.” 

Head of strategy at German Bitcoin treasury company Aifinyo, Garry Krug, concurred, stating, “Bubbles don’t survive multiple cycles, regulatory battles, geopolitical stress, halvings, exchange failures and still return to new highs.”

Magazine: 6 reasons Jack Dorsey is definitely Satoshi… and 5 reasons he’s not

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure

The narrative around XRP has definitively moved past the era of pure retail speculation. While the global financial system is accelerating its transition to real-time settlement, XRP is emerging as a contender for enterprise-level treasury flows. As Ripple’s institutional network continues to expand, the altcoin is stepping into a role where digital assets can enhance liquidity management and power the next generation of global value transfer.

Why RippleNet’s Expanding Network Drives Enterprise Confidence
The bearish view of XRP is clouding the bigger transformation happening behind the scenes. Analyst Xfinancebull has mentioned on X that XRP is embedding itself into the financial engines where global treasury systems teams move trillions. With the GTreasury acquisition, Ripple gains access to the operational layer where $12.5 trillion in enterprise liquidity flows.

This is about the altcoin becoming a native rail inside the financial command centers of over 1,000 multinational giants where trillions move. Treasury teams move real money, not just $100 payments, but payroll, supply chain financing, and liquidity management across continents. 

The XRP niche is that it moves trillions fast, 24/7, across borders. Meanwhile, Ripple now controls the infrastructure platform that interacts with BNY Mellon to move trillions and automates finance at scale.

According to Xfinancebull, the token goes from a speculative asset to invisible plumbing. This shift doesn’t make the front-page headlines, but it moves everything behind them. Most analysts won’t notice that this has unlocked the token to become a standard settlement rail in the GTreasury automation stack, making its utility broader, invisible, and massive.

Founder of Lux Lions NFT and host of the crypto Blitz YouTube show, RipBullWinkle, stated that the Federal Reserve has officially halted its Quantitative Tightening (QT) measures, ending the two-year liquidity drain that weighed down the entire crypto sector. 

Vanguard, the world’s second-largest asset manager with $11 trillion in AUM, has reversed course and will now allow clients to have access to the regulated crypto ETFs. This single move clears the path for trillions in passive capital, a macro environment of liquidity, compliance, and global settlement that XRP is engineered for. 

How XRP Defies The Market Slump With A Rare Positive Performance
While the crypto market has been struggling to find its footing, an observer and researcher of the current tech shift, SMQKE, has noted that WisdomTree data shows that XRP is the only major cryptocurrency posting positive year-to-date returns in 2025. On a year-to-date basis, where the broader markets were pulling back, the altcoin has stood out as the lone performer, holding onto a modest +4% gain year-to-date.

In a challenging year for most large-cap digital assets, it has emerged as the top-tier asset with a positive year-to-date performance. Even after experiencing drawdowns in line with the broader market during Q4, XRP has demonstrated remarkable relative resilience and remains up +4% YTD and +12% over the past 12 months.

XRP trading at $2.03 on the 1D chart | Source: XRPUSDT on Tradingview.com
Featured image from Freepik, chart from Tradingview.com

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.

Sign Up for Our Newsletter!
For updates and exclusive offers enter your email.

Godspower Owie is my name, and I work for the news platforms NewsBTC and Bitcoinist. I sometimes like to think of myself as an explorer since I enjoy exploring new places, learning new things, especially valuable ones, and meeting new people who have an impact on my life, no matter how small. I value my family, friends, career, and time. Really, those are most likely the most significant aspects of every person's existence. Not illusions, but dreams are what I pursue.

Major French banking group BPCE is preparing to roll out integrated crypto trading services to retail customers, marking one of the largest moves into digital assets by a European bank. Starting Monday, users of Banque Populaire and Caisse d’Épargne apps will gain access to buying and selling popular cryptocurrencies, according to The Big Whale. The initial rollout covers four regional banks, including Banque Populaire Île-de-France and Caisse d’Épargne Provence-Alpes-Côte d’Azur, giving roughly two million customers the ability to trade bitcoin, ether, solana, and the USDC stablecoin directly from their existing banking applications.

The launch represents a significant step in bringing regulated crypto services into mainstream European banking. BPCE plans to extend the service gradually through 2026, potentially opening access to its entire 12 million–customer retail network. To keep user funds secure and compliant, BPCE is offering the service through a dedicated digital asset account operated by Hexarq, the group’s crypto-focused subsidiary. Each crypto account includes a monthly fee of 2.99 euros and a 1.5% commission per transaction, with a minimum one-euro charge per trade. According to BPCE, the phased introduction will allow the bank to closely track adoption trends and ensure system stability before expanding the offering nationwide.

The move places BPCE among a growing number of European financial institutions integrating cryptocurrency trading into traditional banking. Spanish banking giant BBVA already allows customers to trade digital assets within its local app, while Santander’s Openbank supports trading and custody for several major cryptocurrencies. In Austria, a unit of Raiffeisen Bank has partnered with Bitpanda to deliver crypto services directly to its clients. BPCE’s entry into the market signals increasing confidence among established banks that customer demand for secure, regulated access to crypto is here to stay, potentially accelerating broader adoption across the region.

<Copyright ⓒ TokenPost, unauthorized reproduction and redistribution prohibited>

Veteran trader Peter Brandt has once again issued a bearish outlook on Bitcoin after the cryptocurrency fell below the $90,000 level. According to Brandt, Bitcoin’s brief recovery earlier this week—when it surged to around $94,000—may have been nothing more than a retest of a broader bearish formation known as a broadening top. This chart pattern typically signals a shift from an uptrend to a downtrend, suggesting that more downside movement could be imminent.

Brandt pointed to two key downside targets: $80,207 and $58,840. He also recently cautioned that Bitcoin could break below the $58,000 range entirely, potentially dipping into the mid-$40,000 zone if bearish momentum accelerates. The crash back under $90,000 has refocused market attention on the crucial $80,000 support level, which many traders view as the next major line of defense.

Market sentiment remains mixed as traders speculate on where Bitcoin may be headed before 2025 concludes. Data from Polymarket shows a 34% probability that BTC will finish the year at or above $80,000, a 61% chance it reaches $95,000, and a 30% chance of hitting the highly anticipated $100,000 milestone. Analysts such as Van de Poppe expect Bitcoin to consolidate between $92,000 and $85,000 leading into next week’s FOMC meeting, where the Federal Reserve is widely expected to cut interest rates by 25 basis points—an event historically favorable for crypto markets.

Institutional activity is also turning positive again, with Bitcoin ETFs recording net inflows in eight of the past ten trading days, reversing the trend seen in November. Still, short-term caution persists. Analyst Titan of Crypto warned that losing support at $89,000 could trigger a sharper decline toward $83,900.

As traders navigate these conflicting signals, Bitcoin’s next major move will likely hinge on macroeconomic decisions and whether key support levels can withstand mounting sell pressure.

<Copyright ⓒ TokenPost, unauthorized reproduction and redistribution prohibited>

Heavyweights under pressure: Why institutional moves are key for BTC.

Ripple is escalating its defenses against a surge of XRP fraud as deepfake-driven scams intensify, spotlighting rising holiday-season risks and the company's expanding threat-mitigation network that is sharply reducing successful crypto impersonation attacks.

Chainlink bulls appear to be back in the driver seat this week.

Among the top-tier cryptocurrencies I've long thought provide meaningful value is the Oracle Network Chainlink (LINK +2.31%). Acting as a middleman between layer-1 networks and non-crypto entities seeking to access blockchain infrastructure, Chainlink's unique oracle technology enables portability between off-chain and on-chain networks.

Today's Change

(

2.31

%) $

0.31

Current Price

$

13.93

What that means is that most real-time data feeds supplying essential data points, such as pricing, to decentralized exchanges, for example, require Chainlink's network to seamlessly integrate with a range of blockchain networks that require these price feeds.

With plenty of underlying development currently relying on Chainlink to continue to operate in a stable and efficient manner, this is a top-tier innovative blockchain that has carved out quite an important (and profitable) niche, particularly given the growth we've seen in decentralized finance (DeFi) in recent years.

With this backdrop in place, the token's 7.1% weekly move (as of 6:30 p.m. ET) shouldn't catch investors completely off guard. That said, here are two key catalysts investors have clearly priced into Chainlink's price over the past week, and what long-term investors may want to make of these notable updates.

What drove Chainlink higher this week?

Source: Getty Images.

There are two key catalysts I've identified as integral to this week's 7% surge in Chainlink.

The first key catalyst I've been focusing on is the long-awaited conversion of Grayscale's Chainlink trust into an exchange-traded product, which began trading publicly on the NYSE Arca exchange on Dec. 2.

This new ETP format will enable traditional investors to purchase an asset that tracks the price of Chainlink's native LINK token directly. And given the surge of investor capital into this fund ($64 million roughly 24 hours after launch), and a 0% expense ratio out of the gate (until March, or until this fund hits $1 billion in assets, whichever is sooner), there's another viable demand catalyst for LINK tokens to watch.

Now, there has been some pushback from investors around the structure of this ETP, in that investors who own this exchange-traded product won't benefit from any staking-related revenues (or other revenues at all), meaning it's a pure bet on the price of Chainlink's native token over time. For many in the crypto sector who prefer to own assets on-chain (due to the ability to capture staking yields), that's always an option. However, a broader investor base overall is generally beneficial for any project.

The other key catalyst I'm watching is a new bridge introduced by Chainlink to span the Solana and Coinbase networks. Secured by Chainlink's cross-chain interoperability protocol, transfers between Coinbase's Base network and the Solana blockchain have been made possible. This bridge could drive significant value accretion over time, and investors appear to be clearly impressed with what they see.

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure

The Bitcoin market structure is believed to have undergone a massive shift since the significant price downturn seen on October 10, 2025. While the premier cryptocurrency has been on something resembling a recovery path since the market bloodbath, some sectors believe that the bear season has already kicked off.

With BTC sitting beneath its opening price of 2025, it is becoming increasingly difficult to make a bullish case for the world’s largest cryptocurrency. Moreover, an interesting data point about a relevant class of Bitcoin investors has emerged, further adding credence to the beginning of a possible bear market. 

Are Bitcoin Treasury Firms Offloading Their Coins?
In a new post on X, CryptoQuant’s Head of Research, Julio Moreno, shared an on-chain insight to support the hypothesis that the Bitcoin bear market has started. This conclusion is based on the Balance Growth of an investor group known as the “dolphins.”

Dolphins refer to a group of crypto investors holding substantial amounts of a coin, placing them between small investors (shrimps) and the largest investors (whales). Specifically, Moreno described dolphins as wallet addresses with significant BTC holdings between 100 – 1,000 coins. 

According to the latest data from CryptoQuant, the growth in the Dolphins’ BTC holdings has slowed down in the past year and appears to be in a downward trend. Moreno believes that this negative change points to the emergence of a Bitcoin bear market.

Source: @jjc_moreno on X
Moreno revealed that these Dolphin addresses had increased year-over-year by roughly 965,000 BTC when the BTC price hit its current all-time high around $125,000. Now that the BTC price is nearly 30% below its record high, the Bitcoin Dolphins’ balance stands at around 694,000 coins.

Moreno wrote on X:

This address cohort includes ETFs and Treasury companies, which have also stopped buying.

More interestingly, the CryptoQuant Head of Research revealed that this investor group consists of ETF issuers and Treasury companies, which have stopped purchasing Bitcoin. According to data from SoSoValue, the US-based Bitcoin exchange-traded funds have posted net outflows in five out of the last six weeks.

Meanwhile, BTC and crypto treasury companies have struggled in the past few months, with retail investors losing tens of billions to the hype. While there have been rarely reports of crypto treasury sell-offs, this decline in these Dolphins’ holdings tells an entirely different story.

Bitcoin Price At A Glance
As of this writing, the price of BTC stands at around $89,151, reflecting an over 3% decline in the past 24 hours.

The price of BTC on the daily timeframe | Source: BTCUSDT chart on TradingView
Featured image created by Dall-E, chart from TradingView

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.

Sign Up for Our Newsletter!
For updates and exclusive offers enter your email.

Opeyemi Sule is a passionate crypto enthusiast, a proficient content writer, and a journalist at Bitcoinist. Opeyemi creates unique pieces unraveling the complexities of blockchain technology and sharing insights on the latest trends in the world of cryptocurrencies. Opeyemi enjoys reading poetry, chatting about politics, and listening to music, in addition to his strong interest in cryptocurrency.

XRP price strengthens as liquidity tightens and buyers push toward a breakout.

During the summer, Ethereum (ETH +0.76%) looked like an easy, slam-dunk cryptocurrency investment. After doubling in price within the span of just weeks, Ethereum soared to a new all-time high of $4,954 in August.

Since then, of course, Ethereum has fallen back to earth. It's now trading for just $3,200. But that may only be a temporary stop on a new trajectory higher. According to Tom Lee, co-founder of Fundstrat, Ethereum could hit a price of $9,000 in 2026. So is he right?

Reasons to be optimistic about Ethereum
For nearly a decade, Ethereum has been a star performer in the crypto market. Since launching in July 2015, the world's second-largest cryptocurrency is up more than 100,000%. The only major cryptocurrency that has outperformed Ethereum over the past decade is Bitcoin (BTC +0.23%).

So it's perhaps no surprise that Lee is bullish on the future prospects of Ethereum. As he sees it, there are two very good reasons why Ethereum could be on the path to $9,000 in 2026.

One is Ethereum's very robust global developer base. This is what drives usage and activity. The other is what Lee refers to as "technical resilience," or the ability to maintain 100% uptime performance for its core blockchain.

Image source: Getty Images.

Together, these factors have made Ethereum a true best-in-class Layer-1 blockchain. It has become the building block for nearly everything that happens in the blockchain and cryptocurrency space. That is especially true for the burgeoning area of decentralized finance (DeFi), where Ethereum remains a true behemoth. Currently, Ethereum accounts for nearly two-thirds of all total value locked (TVL) in the DeFi world.

Institutional adoption and asset tokenization
But that may be just the beginning. As Lee sees it, the next wave of growth for Ethereum will be powered by institutional adoption. This refers to Wall Street banks, financial institutions, and fintech companies embracing the Ethereum blockchain platform for their own projects. As Lee has noted in the past, Ethereum is now the preferred blockchain of Wall Street, standing head and shoulders above the competition.

Today's Change

(

0.76

%) $

23.12

Current Price

$

3046.60

So what comes next? Lee thinks it will be real-world asset (RWA) tokenization, or the transformation of real-world assets (such as stocks and bonds) into digital assets that can be traded, stored, and used on the blockchain. In theory, tokenization will unlock all sorts of efficiency and liquidity gains, such that the biggest players on Wall Street will be forced to embrace Ethereum as the easiest on-ramp to the new world of blockchain finance.

Indeed, some big names have already embraced asset tokenization. BlackRock has already declared asset tokenization one of the next major trends on Wall Street. And this summer, Robinhood Markets showcased new tokenized equities that make it possible for foreign investors to gain 24/7 access to the U.S. equity market.

Reasons to be skeptical about Ethereum
So far, so good, right? A best-in-class blockchain giant appears to be on the path to mainstream acceptance on Wall Street. Moreover, it has a brand-new trillion-dollar financial trend to prop up its valuation. That's plenty of reason to be excited about Ethereum's future growth prospects.

But here's the thing: Tom Lee is also the chairman of Bitmine Immersion Technologies (BMNR 6.22%), an Ethereum treasury company. The mission of this company is simple: Buy and hold as much Ethereum as possible. The higher the price of Ethereum goes, the better it is for Bitmine Immersion Technologies.

Today's Change

(

-6.22

%) $

-2.26

Current Price

$

34.06

Therefore, investors may want to discount any overly optimistic price targets for Ethereum. In his role as chairman of Bitmine, Lee has a clear incentive to promote the future prospects of the cryptocurrency that his company holds.

Moreover, as Lee acknowledged in a recent interview, Ethereum might actually slip all the way to $2,500 before making its ascent to the $9,000 price level. After all, there's no immutable law of crypto that says Ethereum must skyrocket straight up in price. As with all cryptocurrencies, there's likely to be significant volatility along the way.

Before investing in Ethereum, you should be comfortable with some of this inherent volatility. Remember: Ethereum fell all the way from $5,000 to $3,000 within the span of just three months. While this might be the result of market participants trying to find the right price for Ethereum, it might also be a warning of potential weakness within the Ethereum blockchain ecosystem.

Can Ethereum reach $9,000 by 2026? Right now, online prediction markets are only giving Ethereum a 3% chance of reclaiming the $5,000 price level this year, and only a 1% chance of making it to $9,000. So, until something changes dramatically over the next 12 months, you might want to keep your expectations in check.

Bitcoin finds itself at a critical crossroads, hovering between two major price zones that could define its next big move. Buyers and sellers are locked in a tight battle, and the market now waits for a decisive break. A push above key resistance could open the door to $107,000, while weakness at support risks a deeper slide toward $71,000.

Bounce Scenario: A Return Toward The Pink Box And Descending Trendline
Kamile Uray, in her latest update on Bitcoin, noted that BTC failed to hold above the $90,720 level on the hourly chart, triggering the expected decline. The first immediate support now sits at $87,644, while the deeper support range lies between $83,822 and $82,477. If buyers defend this zone successfully, Bitcoin could attempt another climb toward the pink box region and retest the descending trendline overhead.

Uray explained that a sustained move above the pink box resistance on the daily timeframe would open the door for Bitcoin to challenge the descending blue trendline. A confirmed breakout from this area could strengthen bullish momentum, pushing the price toward the next major resistance levels at $98,200 and $107,500. A break above $107,500 alongside the descending trendline would serve as a strong signal that the broader uptrend is ready to continue.

BTC setup gathering momentum for a potential bounce | Source: Chart from Kamile Uray on X
However, she warned that a daily close below $82,477 would shift the market structure toward further weakness, placing Bitcoin at risk of revisiting lower levels. Even so, Uray highlighted one critical area of strength: the $74,496–$71,237 zone. This region represents the key breakout top from November 2024 and is considered a strong historical support. In this area, buyers may step in aggressively, potentially setting the stage for an upward reversal.

Bitcoin Price Rejection At $93,000–$95,000 Zone
According to Crypto Candy, Bitcoin’s latest price action has been unfolding precisely in line with expectations. After facing rejection in the $93,000–$95,000 resistance zone, BTC dipped sharply and nearly touched the anticipated support range at $86,000–$87,500. This move reflects the broader market’s reaction to heavy selling pressure near the upper resistance band.

Crypto Candy emphasized that the $86,000–$87,500 zone now serves as a crucial pivot area. If buyers successfully defend this support and the price stabilizes above it, Bitcoin could once again revisit the $93,000–$95,000 range, or even push beyond it.

Such a rebound would signal renewed bullish momentum and set the stage for another attempt at breaking higher resistance levels. However, the analyst also warned that failure to hold the $86,000–$87,500 support could trigger deeper downside movement. If the level gives way, Bitcoin may slide to lower price zones in the coming days as bearish pressure strengthens.

BTC trading at $89,546 on the 1D chart | Source: BTCUSDT on Tradingview.com
Featured image from Pixabay, chart from Tradingview.com

Amazon isn't far from joining the $3 trillion club.

The $3 trillion valuation club is an exclusive group that only a handful of companies have ever joined. Currently, all four companies that have crossed this threshold are still in the club, with Nvidia, Apple, Alphabet, and Microsoft all valued at $3 trillion or greater. And there's another company knocking on the door: Amazon (AMZN +0.16%).

Amazon currently has a market cap of $2.5 trillion, so it's only a stone's throw away from entering the $3 trillion club. However, I think that's just the beginning for the company since it has a lot going for it right now.

Amazon isn't the company you think it is
The first thing that comes to mind when you hear the name "Amazon" is its e-commerce platform, which sells nearly every product available. That's its most forward-facing segment to the consumer and what allowed it to grow from an upstart to the $2.5 trillion behemoth it is today, but it's not what I'm most excited about as an investor.

Two of Amazon's most important segments are ones that few people interact with on a daily basis. Its most important segments are the Amazon Web Services (AWS) cloud computing business and its advertising division. Both of these are the company's fastest-growing segments, which align with importance and performance.

Today's Change

(

0.16

%) $

0.36

Current Price

$

229.47

AWS is capitalizing on two major tailwinds in cloud computing: artificial intelligence and a general migration to the cloud. Companies are starting to move away from on-premise computing equipment because it shifts the system maintenance to a third party and requires fewer equipment purchases.

AI is obviously huge in the broader market right now, and cloud computing providers play a significant role in delivering AI computing power to non-AI hyperscalers. Few companies have the resources to build large data centers to drive their AI aspirations, so they turn to a cloud provider like AWS to fulfill those needs. This is a tailwind that won't decrease anytime soon, and it's starting to show up in AWS' results.

During the third quarter, AWS grew revenue 20% year over year, the best in multiple quarters. The cloud provider is a crucial part of Amazon's profitability, too, as it accounted for 66% of total operating income during the third quarter. With a strong 35% operating margin, AWS' continued success will be a key part of driving Amazon toward a $3 trillion market cap.

Advertising isn't as large a component as AWS, but it's Amazon's fastest-growing segment, with revenue rising 24% year-over-year in the third quarter. Management doesn't break advertising out into its own business unit, but we know from other companies, such as Meta Platforms or Alphabet, that advertising profit margins are quite high.

This likely places advertising services in AWS-like operating margin ranges, showcasing its importance to Amazon's overall profitability picture.

The ad market is currently strong, and Amazon is expanding its dominance in this space. It will likely continue to have outsize growth compared to the rest of the business (besides AWS) and will lead the company to a $3 trillion market cap.

But how soon will it get there?

Amazon is only a year away from joining the club
With Amazon needing about 20% growth to join the $3 trillion club, it may not take that long to get there. Its growth rate has been accelerating in recent quarters, and if it keeps its spending under control to boost profits, it could easily reach the $3 trillion threshold by the end of next year.

AMZN Revenue (Quarterly YoY Growth); data by YCharts. YoY = year over year.

Amazon is a strong pick for 2026, and I think it could reach the $3 trillion club by next year. If it fails to do so by 2026, I think it's likely to achieve it by 2027, as long as nothing drastic happens to the company or the market.

Keithen Drury has positions in Alphabet, Amazon, Meta Platforms, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

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.

The manufacturer is trading at an all-time high.

This has been a great second half of the year for ASML (ASML 0.97%). The Dutch company plays a critical role in the production of high-end semiconductors, but the stock only rose 15% in the first six months of the year.

However, the third and fourth quarters have been significantly different for ASML, which has flourished recently and is now up a solid 59% on the year. It's outpacing the S&P 500, as well as some of the most popular semiconductor stocks, such as Nvidia, Broadcom, and Taiwan Semiconductor.

ASML's run helped propel it to a market capitalization of $428 billion and a position in the Top 25 of the world's largest publicly traded companies. Now trading around an all-time high, can ASML sustain this rally heading into 2026, or is this a case of a company getting a little too hot and ripe for a pullback?

I think the answer is clear, which is why I currently love ASML stock.

Image source: ASML.

About ASML stock
If you are looking for companies with a wide competitive moat, then ASML is the kind of stock you're looking for. The company builds machines that create minuscule circuits and components used in semiconductor chips. This is important because there's only so much space on a chip; the smaller the components, the more can be packed onto a chip to make it more powerful.

Most companies use deep ultraviolet (DUV) technology to manufacture chips and advanced processors, using dozens of components and multiple lenses to focus precisely positioned light and craft chip components. However, ASML's advanced extreme ultraviolet (EUV) system uses mirrors instead of lenses, enabling it to complete designs that aren't possible for DUV machines.

ASML is the only company manufacturing and selling EUV machines. This gives it a distinct advantage, as EUV systems use a shorter wavelength of light and therefore enable the printing of smaller features.

ASML sells both EUV and DUV systems -- the DUV machines are designed for high-volume manufacturing of advanced logic and memory chips, which don't necessarily require the highest resolution offered by EUV machines. The company reported selling 66 new lithography systems and six used systems in the third quarter.

Revenue for the quarter was 7.51 billion euros ($8.73 billion), which was down 2.2% from a year ago. Net bookings were 5.4 billion euros, down from 5.54 billion euros a year ago.

However, the company has a strong profit margin, with gross profit of 3.88 billion euros, marking a 51.6% margin. Net income of 2.12 billion euros resulted in bottom-line earnings of 5.49 euros per share.

Today's Change

(

-0.97

%) $

-10.75

Current Price

$

1099.33

Investors who are looking for fast earnings growth, as you'd see at Nvidia and TSMC, may perhaps be disappointed with ASML's report. However, I'm impressed with the profit margin of ASML, as well as the company's massive competitive moat. ASML issued guidance for its fourth-quarter sales of between 9.2 billion euros and 9.8 billion euros, with a margin of between 51% and 53%. For the full year, the company anticipates total net sales to be roughly 15% better than in 2024.

What do analysts say about ASML stock?
ASML receives considerable attention from analysts, with the majority of them being bullish on the stock. JPMorgan just raised its price target on the stock, from $1,175 to $1,275, which suggests potential upside of 15%. Analysts at JPMorgan said that the semiconductor capital equipment group is the most attractive segment in the sector right now, and ASML is the top pick in that segment.

Morgan Stanley analyst Lee Simpson also raised his price target on ASML, from $1,132 to $1,161, on Nov. 26. Of the 42 analysts covering ASML stock on MarketWatch, only one suggests selling ASML stock.

I think that ASML is a no-brainer stock to buy right now. With its stock price now more than $1,100 per share following its dramatic move higher, I also consider it an ideal stock-split candidate as we head into 2026. ASML hasn't conducted a forward stock split since 2000, when it completed a 3-for-1 split. Should ASML announce a stock split in 2026, I believe the stock will reach new highs.

It's time to start thinking about some less-obvious names.

Got some extra cash you're ready to put to work for a while in the hopes of making it grow? As tempting as some of the market's most popular stocks may be at this time, you might be better served by steering clear of those crowded trades for now and instead diving into something a bit off the beaten path.

To this end, here's a closer look at three promising prospects for almost any investor's portfolio.

Image source: Getty Images.

1. Fluor
Lots of major construction projects have been on hold since the COVID-19 pandemic first took hold. While initially stymied by the logistical challenges stemming from the contagion, more recently, rising costs and a lethargic economy are the culprit.

Some projects simply can't be postponed indefinitely -- the need is just too great. The key is being patient, and being ready for when the opportunity surfaces. For instance, although it was signed all the way back in 2021, much of the funding called for by the Infrastructure Investment and Jobs Act (IIJA) is just now being spent. The U.S. Department of Transportation reports that as of August only about 40% its portion of the bill's funding has been dished out, while nearly one-fourth of it hasn't even yet been committed to any particular infrastructure project.

That's great news for construction company Fluor (FLR 3.28%), which builds mega-projects like roads, maritime ports, and pharmaceutical factories. It can even build nuclear power plants, which are expected to grow in number just to meet the soaring need for energy that can't be affordably or feasibly met soon enough any other way.

Today's Change

(

-3.28

%) $

-1.49

Current Price

$

43.96

And lots of business is already lined up, even if it's not yet turned into revenue. After winning $3.3 billion worth of new contracts during the three-month stretch ending in September, Fluor's backlog currently stands at $28.2 billion. For comparison, last quarter's top line was $3.4 billion. The company just needs the green light to commence these projects.

It will never be a high-growth stock, to be clear -- the heavy construction business is just too big and bogged down by logistical hurdles. This stock's underperformance since late last year, however, understates its long-term potential, beginning with the revenue and profit turnaround expected for next year.

2. Advanced Micro Devices
To date, Nvidia has been the centerpiece of the artificial intelligence (AI) revolution. And understandably so. Its technology serves as the "brains" for the vast majority of AI data centers.

As expected, competition is finally creeping in. Advanced Micro Devices (AMD +0.89%) is one of those competitors worth a closer look.

Today's Change

(

0.89

%) $

1.93

Current Price

$

217.91

It actually makes a lot of sense. Although conventional computer processors made by the likes of Intel are capable of handling artificial intelligence workloads, Nvidia's graphic cards technology is far better suited for the task simply because these processors have more computing capacity. Although AMD manufactures computer processors, it also makes graphics cards; converting this know-how into AI tech isn't exactly a big leap.

And it's starting to matter. Despite its slow foray into the business, Advanced Micro Devices is now a technology supplier for powerhouse names like Oracle, OpenAI, and cloud infrastructure outfit Vultr, just to name a few.

Things are just starting to heat up, however. As CEO Lisa Su commented at an investor event held last month, "AMD is entering a new era of growth fueled by our leadership technology roadmaps and accelerating AI momentum." In practical, tangible terms, that means annualized top-line growth of more than 35% for the next three to five years, led by graphics processors purpose-built for heavy-duty artificial intelligence tasks.

AMD isn't apt to dethrone Nvidia anytime soon, if ever. It doesn't necessarily need to, however, to reward shareholders. As TD Cowen analyst Joshua Buchalter recently noted, "investors should own the stock ahead of the [new product launch] ramp" because "AI compute spending will prove durable and AMD has cemented itself as a winner."

3. Circle Internet Group
Finally, add Circle Internet Group (CRCL 2.10%) to your list of best stocks to buy if you've got a little bit of long-term capital (say $1,000) to work with.

It's not a household name. There's a good chance you've never even heard of it, in fact. Its relatively small market cap of around $20 billion just doesn't turn many heads.

Give it time, though. What Circle brings to the table is undeniably marketable.

In simplest terms, this company solves one of cryptocurrency's biggest problems. That's difficulty in spending these digital dollars without first converting them back into actual fiat currency (which is a logistical challenge in and of itself).

Circle Internet Group offers payment-acceptance tech to banks and merchants, but also provides digital wallets that are easy for consumers to use. Although not a perfect comparison, it wouldn't be wrong to compare Circle's solutions to those of well-known payment middleman PayPal, just with cryptocurrency instead of government-issued money. The company makes money by earning interest on the digital currency it's holding on behalf of consumers, merchants, and financial institutions. Other profit centers could be added in the future, of course.

Today's Change

(

-2.10

%) $

-1.84

Current Price

$

85.62

As it stands right now, Circle only serves as an intermediary for stablecoins USD Coin (USDC +0.00%) and Euro Coin (EURC +0.00%). But that may be all it ever needs to handle. These two cryptocurrencies are both doing a pretty good job of matching the value of their underlying fiat currency, attracting users looking for a more flexible option than conventional dollars or euros. As of Q3, there was nearly $74 billion worth of USDC in circulation, up 108% from year-ago levels. Circle's revenue jumped 66% to $740 million as a result.

There's still risk here to be sure. But, not as much as the stock's sell-off from June's peak would suggest. Much of that weakness is just the typical pullback from a post-IPO surge, followed by falling Bitcoin prices that have nothing to do with Circle's actual business.

Company named "Best Financially Managed Semiconductor Company (Achieving Greater than $1 Billion in Annual Sales)" and "Outstanding Asia-Pacific Semiconductor Company" simultaneously
Accelerates recovery from market downturn leveraging world-class HBM leadership; Global management performance recognized
Reflects company's technology leadership and customer-centric execution
SK Chairman Chey Tae-won emphasizes: "Technological competitiveness must remain unwavering in challenging times"
Commits to driving new customer value and leading global AI market growth as a "Full-Stack AI Memory Creator"
, /PRNewswire/ -- SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has been named the winner of the Best Financially Managed Semiconductor Company Award (Achieving Greater than $1 Billion in Annual Sales)[1] and the Outstanding Asia-Pacific Semiconductor Company Award[2] at the Global Semiconductor Alliance (GSA)[3] Awards 2025, held on December 4 PST in Santa Clara, California.

Justin Kim, President & Head of AI Infra at SK hynix (second from left), and Sungsoo Ryu, President of SK hynix America (third from left), pose for a photo with event officials at the GSA Awards 2025.

[1]The Best Financially Managed Semiconductor Company Award: A category recognizing public semiconductor companies based on financial soundness and operational efficiency. Awards are presented in two categories — annual sales over $1 billion and annual sales under $1 billion — and are considered among the most authoritative honors in the global semiconductor industry.

[2]Outstanding Asia-Pacific Semiconductor Company Award: A special category recognizing semiconductor companies headquartered in the Asia-Pacific region based on comprehensive evaluations including product excellence, business vision, leadership, and market success.

[3]GSA(Global Semiconductor Alliance): A global CEO-level semiconductor organization serving as a hub for technological information sharing across more than 25 countries and over 250 corporate members.

The GSA Awards, organized annually since 1996, are regarded as the most prestigious honors in the global semiconductor sector, recognizing outstanding performance in leadership, financial results and industry reputation. SK hynix secured its second win in the financial management category following 2017, and its first recognition as the top Asia-Pacific semiconductor company. The dual achievement reinforces the company's reputation as a leading global technology innovator.

While the semiconductor industry faced a severe downturn just two years ago, the company has been the fastest to rebound thanks to its advanced AI memory technologies including HBM. This performance has resulted in global recognition for its operational excellence and financial execution. SK hynix plans to continue building sustainable growth with its dominant leadership in the AI memory market.

The awards reflect the company's proactive delivery of groundbreaking HBM solutions and its steadfast commitment to customer-centric performance in surging global AI demand. SK Chairman Chey Tae-won has consistently emphasized that securing technological competitiveness must remain unwavering, especially during challenging times. This long-term focus on technology investment and global cooperation network has contributed to the company's improved performance and reinforced financial health.

Driven by this strategy, SK hynix has recorded historic performance throughout 2025. For the first three quarters, the company reported revenue of 64 trillion won and operating profit of 28 trillion won in total, positioning it well to surpass its previous full-year earnings record set in 2024 (66 trillion won in revenue and 23 trillion won in operating profit).

Financial health has also significantly strengthened. As of the end of the third quarter, cash and cash equivalents reached 27.9 trillion won, up 10.9 trillion won quarter-over-quarter, while interest bearing debt decreased to 24.1 trillion won— successfully transitioning into a net cash position of approximately 4 trillion won.

To secure long-term leadership in AI memory, SK hynix is accelerating major investments. The Cheongju M15X fab, which opened its cleanroom earlier than planned in October, is on track to begin HBM mass production in the first half of next year. Construction of the first fab in the Yongin Semiconductor Cluster, launched in February, is also progressing ahead of schedule.

With its recent financial achievements and continued expansion, SK hynix is expected to further solidify its AI memory leadership going forward.

SK hynix was represented at the ceremony by Justin Kim, President & Head of AI Infra at SK hynix, and Sungsoo Ryu, President of SK hynix America. "It is a great honor to receive this award." Kim said, "We will continue to lead the market and create new value for customers as a Full-Stack AI Memory Creator, driving growth across the global AI ecosystem."

About SK hynix Inc.

SK hynix Inc., headquartered in Korea, is the world's top tier semiconductor supplier offering Dynamic Random Access Memory chips ("DRAM") and flash memory chips ("NAND flash") for a wide range of distinguished customers globally. The Company's shares are traded on the Korea Exchange, and the Global Depository shares are listed on the Luxembourg Stock Exchange. Further information about SK hynix is available at www.skhynix.com, news.skhynix.com.

SOURCE SK hynix Inc.