Market Signal Briefing

This quantum computing stock has shot up significantly in the past year or so.

The quantum computing craze has supercharged IonQ (IONQ +11.58%) stock in the past year or so, with shares of the company gaining more than 500% since September 2024. This rapid rise in IonQ stock is being driven by sunny prospects for the quantum computing market, as well as the impressive growth that the company has been clocking.

What's worth noting is that the quantum computing market is still in its early phases of growth. Does this mean buying and holding shares of IonQ could turn out to be a life-changing investment? Could this stock set you up for life? Let's find out.

Image source: Getty Images.

The quantum computing market is expected to grow at an incredible pace
Quantum computing is becoming popular thanks to its disruptive ability to solve complex calculations at a much faster pace than traditional computers. To put it simply, quantum computing analyzes multiple situations simultaneously and runs an algorithm on all of them at once, using the laws of quantum mechanics. This makes it faster than traditional computing, which often requires many parallel computations.

McKinsey & Company estimates that the global quantum computing market could generate up to $72 billion in revenue in 2035, up from an estimated $4 billion last year. This would translate into a compound annual growth rate (CAGR) of 30%. So, it is easy to see why quantum computing start-ups are getting a lot of attention from venture capitalists, private equity firms, and investors.

Investments in quantum computing start-ups jumped by 50% in 2024 to $2 billion, according to McKinsey. That figure is likely to move higher in the long run as this disruptive technology gains momentum. Not surprisingly, investors have been buying quantum computing stocks such as IonQ hand over fist, which explains the massive surge in the company's stock price in recent months.

Today's Change

(

11.58

%) $

4.83

Current Price

$

46.54

Moreover, an initial look at IonQ's growth suggests that it is on track to capitalize on the massive opportunity available in the quantum computing space. The company builds and sells quantum computers, and also offers customers access to its quantum computers through the cloud computing services offered by Amazon, Microsoft, and Alphabet.

The company released its third-quarter results on Nov. 5, and it reported a terrific year-over-year jump of 222% in revenue to $40 million. IonQ exceeded its revenue guidance by 37%. The important thing to note here is that the company was sitting on $1.5 billion worth of cash and cash equivalents last quarter. However, it needs to raise more money to run its operations, which is why it went for a $2 billion equity offering last month.

As a result, it is now sitting on an impressive $3.5 billion in cash on a pro forma basis. Investors should note that the equity offerings are leading to share dilution, but it is easy to see why the company needs more money. Quantum computers are expensive, so IonQ needs to invest substantially to make more of them.

Their high costs can be attributed to their error rates, which require the integration of an error-correction system. Moreover, quantum computers are sensitive to their environment and can be disrupted by changes in temperature or vibrations. IonQ is focused on improving the fidelity of its systems (in a bid to enhance accuracy), which is why the company is spending big on acquisitions to bolster its technology.

So, can IonQ set you up for life?
Putting all your money into one stock and expecting it to make you rich isn't a smart strategy. Of course, the quantum computing market is expected to grow impressively in the long run, and IonQ seems to be making the most of it. But the technology isn't yet mature, and IonQ's growth seems largely driven by acquisitions.

That strategy is having a negative impact on the bottom line. Moreover, analysts are expecting a slowdown in the company's growth rate, following an estimated increase of 150% in its top line this year to $108 million.

IONQ Revenue Estimates for Current Fiscal Year data by YCharts

IonQ looks like a risky bet since it is trading at an expensive 153 times sales. Investors with a high risk appetite may be tempted to initiate a small position in this quantum computing stock since it is operating in a disruptive industry. But doing so will only make sense if IonQ is bought as part of a diversified portfolio, since its expensive valuation and the nascent industry it serves open the possibility of risk and downside in the long run. I don't think IonQ will set you up for life. 

Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, IonQ, and Microsoft. 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.

November 24, 2025 15:24 ET

 | Source:

Freddie Mac

MCLEAN, Va., Nov. 24, 2025 (GLOBE NEWSWIRE) -- Freddie Mac (OTCQB: FMCC) Multifamily’s loan purchase cap for 2026 will be $88 billion. The cap is set by U.S. Federal Housing largely based on projections for the size of the multifamily debt origination market.

“Freddie Mac Multifamily delivers essential liquidity to create affordable apartment supply around the country each and every year,” said Kevin Palmer, head of Multifamily for Freddie Mac. “In 2026, we will continue to provide that needed liquidity with our full suite of offerings and continued innovation. We thank Director Pulte and U.S. Federal Housing for enhancing our capability to finance even more affordable housing in the year ahead.”

As was the case last year, for 2026, 50% of loans purchased must be mission-driven.

Freddie Mac Multifamily is the nation's multifamily housing finance leader. Historically, more than 90% of the eligible rental units we fund are affordable to families with low-to-moderate incomes earning up to 120% of area median income. Freddie Mac securitizes about 90% of the multifamily loans it purchases, thus transferring the majority of the expected credit risk from taxpayers to private investors.

Freddie Mac’s mission is to make home possible for families across the nation. We promote liquidity, stability, affordability and equity in the housing market throughout all economic cycles. Since 1970, we have helped tens of millions of families buy, rent or keep their home. Learn More:
Website | Consumers | Twitter | LinkedIn | Facebook | Instagram | YouTube

MEDIA CONTACT: Melissa Silverman
703-388-7037
[email protected]

Stephanie Guild, Robinhood CIO, joins 'Power Lunch' to discuss what Robinhood's customers are doing, which stocks have the most client interest and much more.

Grindr Inc (NYSE:GRND) shares fell more than 10% on Monday after the LGBTQ+ social networking platform said a proposal to take it private at a valuation of roughly $3.46 billion would not move forward, citing uncertainty around financing.

The proposed buyout, led by major shareholders Ray Zage and James Lu, offered $18 per share in cash and represented a significant premium to Grindr’s trading price when the offer was submitted on October 24.

The two shareholders collectively control more than 60% of the company’s outstanding common stock.

A special committee of independent directors had been evaluating the unsolicited, non-binding proposal with the assistance of external financial and legal advisors. In a statement, the committee said it was unable to obtain “satisfactory information about definitive financing” behind the bid, despite repeated requests for clarity.

“After careful consideration, the Special Committee has unanimously determined that further discussions with the Proposing Shareholders with respect to the Proposal are not in the best interests of the Company or its shareholders at this time,” Special Committee chair Chad Cohen said.

“The Special Committee remains confident in the company’s ability to create significant value for all shareholders as the management team executes its long-term strategic plan, as demonstrated by the Company’s outstanding performance in its most recent third quarter financial results.”

Grindr shares traded at about $12 on Monday afternoon, down more than 30% in the year to date.

BridgeBio Pharma Inc (NASDAQ:BBIO) stock is up 3.3% to trade at $70.36 at last check, and earlier hit a fresh four-year high $70.60 on a bounce off its 20-day moving average. Though the security sports a 154.9% year-over-year lead, its recent rally may be far from over, as it's also flashing a historically bullish signal that could send it soaring to a new peak.

More specifically, BridgeBio Pharma stock's recent peak comes amid low implied volatility (IV), per its Schaeffer's Volatility Index (SVI) of 44%, which ranks in the 13th percentile of its annual range. This has occurred six other times over the last five years, after which BBIO was was higher one month later 50% of the time, averaging a massive 7.6% gain. From its current perch, a similar move would place the security at $75.60 -- a new record high.

An unwinding of pessimism in the options pits could keep the shares surging. This is per BBIO's 50-day put/call volume ratio of 1.03 over at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), which ranks higher than 93% of annual readings. Echoing this, the equity's Schaeffer's put/call open interest ratio (SOIR) of 1.52 stands higher than all other readings form the last 12 months.

A short squeeze could keep winds at BridgeBio Pharma stock's back. Short interest added 12.8% in the most recent reporting period, and now makes up 11.8% of BBIO's available float. It would take short sellers more than eight days to buy back their bearish bets, at the stock's average pace of trading.

Seamus Fernandez, Guggenheim biotech analyst, joins 'Power Lunch' to discuss Novo Nordisk's latest earnings results, if there's a clear winner in the GLP-1 space and much more.

Amazon.com's logo is seen at Amazon Japan's office building in Tokyo, Japan, August 8, 2016. REUTERS/Kim Kyung-Hoon Purchase Licensing Rights, opens new tab

Nov 24 (Reuters) - Amazon.com

(AMZN.O), opens new tab is planning to invest about $15 billion in Northern Indiana to build data center campuses, the tech giant said as it looks to boost its cloud computing capacity to support booming artificial intelligence demand.

The new data center project, which comes on top of an $11 billion outlay announced last year, will add 2.4 gigawatts of capacity in the region, Amazon said on Monday. It is also expected to create 1,100 jobs.

Sign up here.

The e-commerce behemoth, which is also the largest cloud services provider in the world, has invested more than $31.3 billion in Indiana since 2010.

Tech companies like Alphabet

(GOOGL.O), opens new tab, Microsoft

(MSFT.O), opens new tab and Meta

(META.O), opens new tab are spending billions of dollars to develop AI infrastructure, even though the returns from the investments have been low.

Earlier in the day, Amazon also announced plans to invest up to $50 billion to expand AI and supercomputing capabilities for U.S. government customers of its cloud unit, Amazon Web Services.

Amazon did not immediately respond to a Reuters request for comment on whether the two announcements had any overlap.

For the Indiana project, Amazon has struck an agreement with NIPSCO, one of Indiana's top natural gas and electric companies, for the project.

The company has agreed to pay fees to use existing power and cover the costs for any new power needs for the data center project, without additional costs for local residents and businesses.

Reporting by Deborah Sophia in Bengaluru; Editing by Arun Koyyur

Our Standards: The Thomson Reuters Trust Principles., opens new tab

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.

Amazon’s goal to kill mundane jobs Amazon’s Chief Technology Officer of Robotics, Tye Brady, shared his vision for reinventing the workplace inside warehouses and fulfillment centers for the online retailer.

FIRST ON FOX: Ahead of the Black Friday shopping rush, the House China Committee is demanding Amazon display the country of origin for every product it sells.

In a letter to Amazon CEO Andy Jassy obtained by Fox News Digital, chairman John Moolenaar, R-Mich., and ranking member Raja Krishnamoorthi, D-Ill., urged Amazon to clearly identify the origin of its products, including listing what percentage of parts are U.S.-made and whether the seller is a U.S. or foreign entity.

The lawmakers called out TP-Link, a company that sells Wi-Fi routers and smart home gear on Amazon and was founded in China. The company claims that its U.S. operations are independent and that it is now headquartered in the U.S., but lawmakers have warned that any China-linked company is beholden to the 2017 Chinese Intelligence Law which requires individuals and organizations to assist intelligence agencies when asked — potentially compelling them to share data or access with Beijing.

The letter also calls for Amazon to establish user-friendly, filterable search tools allowing customers to view only products made in the U.S. or to exclude products from specific countries of origin and apply robust verification mechanisms.

LAWSUIT CLAIMS BABY MONITORS MARKETED AS SAFE MAY BE FEEDING DATA TO BEIJING

This picture taken on July 4, 2022, shows the logo of Amazon, a major online shopping company, displayed at Amazon Amagasaki Fulfillent Center in Amagasaki, Hyogo prefecture.  (KAZUHIRO NOGI/AFP via Getty Images / Getty Images)

The committee also wrote to the Federal Trade Commission encouraging it to press all e-commerce platforms to do the same. The committee believes the FTC could use its existing consumer protection authority to require e-commerce platforms to disclose product origins, even absent new legislation.

In a separate letter sent to Federal Trade Commission Chair Andrew Ferguson, the committee urged the agency to press all online marketplaces — including foreign-based platforms like Shein and Temu — to meet the same transparency standards.

Moolenaar and Krishnamoorth argued that Amazon’s current system "often makes this information difficult to locate or verify," with many listings "burying country-of-origin details in nonstandardized sections" or omitting them entirely. He said the lack of transparency prevents Americans from "choosing to support U.S. workers and avoid products from adversarial nations."

Rep. John Moolenaar, R-Mich., leaves the Capitol Hill Club after a meeting of the House Republican Conference on Wednesday, Sept. 18, 2024.  (Tom Williams/CQ-Roll Call, Inc via Getty Images / Getty Images)

The chairmen framed the issue as both an economic and national security priority, saying Americans should not have to "unwittingly buy products ultimately controlled by companies based in adversarial nations such as the People’s Republic of China."

They requested a written response from Amazon by December 15, outlining whether the company plans to implement the proposed reforms and on what timeline.

Read the letter below. App users: Click hereCLICK HERE TO DOWNLOAD THE FOX NEWS APP

The move comes as lawmakers intensify scrutiny of Chinese-made technology and supply chains amid concerns about Beijing’s influence over critical infrastructure and consumer data. Earlier this year, a congressional panel raised alarms about the potential cybersecurity risks posed by Chinese networking equipment, including TP-Link routers commonly sold online.

Moolenaar and Krishnamoorth said greater transparency would not only help American shoppers make informed choices but also strengthen the country’s manufacturing base. "An American company like Amazon has the power to bolster U.S. economic and national security with a simple change to how it displays product information," he wrote.

Amazon did not immediately respond to a request for comment. 

Key Takeaways JBLU launches Gateway University - Tech Ops to address the technician shortage.
JetBlue partners with FAA-approved colleges to align training with maintenance needs.
JBLU offers conditional job paths and mentorship to strengthen long-term staffing.
JetBlue Airways' (JBLU - Free Report) proactive, strategic initiative to secure the next generation of technical talent comes through the launch of Gateway University – Tech Ops. With this move, the airline is not only expanding its long-running Gateway platform but also targeting the aviation industry’s persistent shortage of Aircraft Maintenance Technicians. By allowing external aviation students to enter a defined pathway straight into JetBlue’s maintenance workforce, the airline is creating a career model that prioritizes clarity, mentorship and long-term employment outcomes.

This initiative is gaining early traction through partnerships with Vaughn College in New York and Cape Cod Community College in Massachusetts, two FAA-approved institutions that have historically supplied talent to JetBlue. The collaboration brings immediate alignment between classroom training and real-world airline maintenance needs, allowing students to learn with a direct line of sight toward their future positions rather than navigating the job market post-graduation.

Gateway University – Tech Ops builds a hands-on, guided development pipeline: students receive conditional job offers upon program acceptance, are paired with experienced JetBlue technicians and receive support throughout coursework and FAA certification requirements. This approach reduces barriers for aspiring technicians while enabling JetBlue to grow a talent pool that is trained from day one with the airline’s safety, reliability and performance priorities in mind.

With plans to roll out the model to more colleges near JetBlue’s technical hubs, the airline is signaling a long-term commitment to workforce sustainability rather than short-term hiring fixes. The program strengthens community-based talent development, improves visibility into future staffing needs and enhances operational resilience—all while opening new career opportunities for individuals pursuing aviation maintenance.

Share Price PerformanceDespite such commendable efforts, share prices of JBLU have declined 31.5% over the past year, underperforming the 0.8% fall of its Zacks Transportation - Airline industry.  

Image Source: Zacks Investment Research

JetBlue’s Zacks RankJBLU currently carries a Zacks Rank #3 (Hold).

Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider Expeditors International of Washington (EXPD - Free Report) and SkyWest (SKYW - Free Report) .

EXPD currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

EXPD has an expected earnings growth rate of 2.3% for the current year.  The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 13.94%.

SKYW currently carries a Zacks Rank #2 (Buy).

SkyWest has an expected earnings growth rate of 33% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 21.2%.

NEW YORK , Nov. 24, 2025 /PRNewswire/ -- JANA Partners ("JANA"), which along with its partners collectively owns an economic interest of approximately 9% in Six Flags Entertainment Corporation (NYSE: FUN) ("Six Flags" or the "Company"), applauds the Company's hiring of John Reilly as President & CEO. JANA also today announced that Glenn Murphy has de-grouped from the JANA-led investor group to advance discussions with Six Flags on a potential senior leadership role with the Board.

WESTBROOK, ME - JANUARY 4: IDEXX Laboratories has been added to the Standard & Poor's 500 Index. (Photo by Ben McCanna/Portland Portland Press Herald via Getty Images)

Portland Press Herald via Getty Images

IDEXX Laboratories’ (IDXX) recent jump has investors questioning whether it’s still the best bet—or if a stronger opportunity exists elsewhere. A closer look at its key competitor suggests there may be a clearer winner.

IDXX stock rose by 5.3% over the past day. You might feel inclined to purchase additional shares or consider decreasing your investment. However, there is a completely different viewpoint you may not be considering. Could there be a more favorable option? Interestingly, its competitor ResMed (RMD) offers more advantages. RMD stock provides superior revenue growth during significant periods, enhanced profitability, and a relatively lower valuation compared to IDXX stock, indicating that investing in RMD may be a more prudent choice. Additionally check, Nvidia Stock’s $5 Trillion Taiwan Risk.

RMD's revenue growth over the last 12 months was 9.4%, compared to IDXX's 8.4%.Moreover, the average revenue growth over the past three years for RMD stood at 13.3%, surpassing IDXX's 7.7%.RMD excels in profitability across both durations – with a last twelve months margin of 33.5% and a 3-year average of 30.3%.The distinctions are even more pronounced when comparing financial aspects side by side. The table illustrates how IDXX's fundamentals align with those of RMD concerning growth, margins, momentum, and valuation multiples.

Valuation & Performance Overview

metrics

Trefis

Note: For “Last 3 Year Return” metric, the preferred stock is the one with higher returns unless the returns are excessively high (>300%) which raises the risk of a sell-off.

See additional revenue insights: IDXX Revenue Comparison | RMD Revenue Comparison
See further margin details: IDXX Operating Income Comparison | RMD Operating Income Comparison

Delve into detailed fundamentals on Buy or Sell RMD Stock and Buy or Sell IDXX Stock. Below we compare market returns and related metrics across various years.

Historical Market Performance

metrics1

Trefis

[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 11/21/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how impressive the figures, investing in stocks is not always a smooth journey. There is a risk that must be considered. Read RMD Dip Buyer Analyses and IDXX Dip Buyer Analyses to learn how these stocks have declined and bounced back historically.

If you are still uncertain about IDXX or RMD, consider a portfolio strategy.

Portfolios Are The Smarter Way To Invest

Single stock selections can experience volatility, but maintaining an investment is what truly matters. A diversified portfolio enables you to remain steadfast, seize potential gains, and mitigate losses.

The Trefis High Quality (HQ) Portfolio, which consists of 30 selected stocks, has a proven track record of significantly outperforming its benchmarks, including all three indices – S&P 500, S&P mid-cap, and Russell 2000. What accounts for this? Collectively, HQ Portfolio stocks have produced better returns with reduced risk compared to the benchmark index; offering a smoother investment experience, as indicated by HQ Portfolio performance metrics.

SANTA ROSA, Calif.--(BUSINESS WIRE)--On November 18, 2025, the Exchange Bank Board of Directors declared a quarterly cash dividend of $1.30 per share on common stock outstanding to shareholders of record at the close of business on November 28, 2025. The dividend will be paid on December 12, 2025. 50.44%, approximately $1.12 million, of the Bank's cash dividend will go to the Doyle Trust which funds the Doyle Scholarships at the Santa Rosa Junior College. FORWARD-LOOKING INFORMATION: The follow.

Oscar Health is rebuilding, tightening its insurance economics and redefining the role of its tech platform. Here is what that shift means for long-term investors and why it matters now.

GLYNN CAPITAL MANAGEMENT LLC disclosed a sale of 153,753 shares of Oscar Health (OSCR +20.33%), reducing its position by approximately $10.47 million, per a November 12, 2025, SEC filing.

What happenedAccording to a Securities and Exchange Commission filing dated November 12, 2025, GLYNN CAPITAL MANAGEMENT LLC sold 153,753 shares of Oscar Health (OSCR +20.33%) during the third quarter. The fund’s position decreased to 2,856,025 shares, valued at $54.06 million as of September 30, 2025.

What else to knowThis reduction leaves Oscar Health at 17.06% of the fund’s 13F AUM, retaining its status as the 1st-largest holding.

Top holdings after the filing: 

NYSE:OSCR: $54.06 million (18.0% of AUM)NYSE:TSM: $24.21 million (8.1% of AUM)NYSE:NU: $22.29 million (7.4% of AUM)NYSE:VRT: $21.11 million (7.0% of AUM)NYSE:SNOW: $20.06 million (6.7% of AUM)As of November 11, 2025, shares of Oscar Health were priced at $14.85, up 7.6% over the past year, underperforming the S&P 500 by 4.52 percentage points.

Company OverviewMetricValueRevenue (TTM)$11.29 billionNet Income (TTM)$-244.09 millionPrice (as of market close 2025-11-11)$14.85One-Year Price Change7.61%Company SnapshotOscar Health, Inc. is a technology-focused health insurance company that provides health insurance products and the +Oscar platform to customers in the United States.

The company offers health insurance products including Individual & Family, Small Group, and Medicare Advantage plans, as well as the +Oscar technology platform and reinsurance services.

Oscar Health, Inc. serves individuals, families, small businesses, and Medicare-eligible customers across the United States.

Foolish takeOscar Health has reached a point that few young insurers ever do. The company is no longer fighting for survival. For the first time in its history, the fundamentals are stable enough that institutional investors can treat the stock as a long-term bet rather than a speculative swing. Glynn Capital trimmed its position this quarter, but it kept Oscar as its largest holding. This decision speaks to the underlying belief that something more durable is taking shape within the business.

Oscar Health is finding its footing again, backed by stronger cost controls and a clearer read on the membership mix that drives sustainable performance in the insurance market. Oscar’s medical loss ratios have improved as its pricing finally lines up with the risk in its membership. Administrative spending is also starting to reflect a more focused operating structure. The +Oscar platform, once treated as a side project, is now playing a fundamental role in how the company scales without adding heavy overhead. And now Oscar Health is no longer in the business of offering insurance alone. It is building a technology-enabled model that can learn and improve with each enrollment cycle.

For investors, it is important to watch whether Oscar can turn this stability into steady and predictable earnings. Investors should also evaluate how well the company protects this progress as it scales membership and expands the reach of +Oscar. The company has a more substantial base to build on and a clearer sense of the levers that matter. If the company stays on this path, Oscar’s recovery could become one of the more critical turnarounds in the health insurance space.

Glossary13F AUM: The total value of assets reported by an institutional investment manager on SEC Form 13F.
Stake: The amount of ownership an investor or fund holds in a particular company or asset.
Holding: A security or asset owned by an investor or fund, typically part of a portfolio.
Fund: An investment vehicle pooling money from multiple investors to buy securities according to a stated strategy.
Quarter: A three-month period used by companies and funds for financial reporting and performance measurement.
Technology platform: A suite of digital tools or software services supporting a company's core business operations.
Reinsurance: Insurance purchased by an insurance company from another insurer to reduce risk exposure.
Medicare Advantage: A type of health insurance plan in the U.S. offered by private companies as an alternative to traditional Medicare.
Payors: Entities, such as insurance companies or government programs, that pay for healthcare services.
TTM: The 12-month period ending with the most recent quarterly report.

Eric Trie has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Snowflake and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Nu Holdings. The Motley Fool has a disclosure policy.

Bloomberg broke a story in which sources close to the inside let it be known that the possibility was on the table, and it is a significant catalyst for the stock's price.

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

The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

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 automaker can collect more data and move faster than legacy competitors, a Melius analyst noted.

MONTREAL--(BUSINESS WIRE)--Matador AI, leader in AI and automation solutions in automotive, is now Official Preferred Partner of Nissan USA in its new AI Lead Nurturing category.

Retail earnings take center stage this week as several holdings in the Direxion Daily Retail Bull 3X Shares (RETL) prepare to report results just days before the Thanksgiving and Black Friday shopping weekend.

Six companies from the ETF’s roster will release quarterly results between Monday and Tuesday. The group includes Burlington Stores, Inc. (BURL), Best Buy Co., Inc. (BBY), Kohl’s Corp. (KSS), Dick’s Sporting Goods, Inc. (DKS), Urban Outfitters, Inc. (URBN), and Abercrombie & Fitch Co. (ANF).

These six retailers collectively represent about 6.7% of RETL’s portfolio, according to ETF Database data. The ETF has attracted $6.01 million in net inflows over the past month.

Urban Outfitters kicks off the earnings parade on Monday after market close. The remaining five companies all report Tuesday morning just ahead of the Thanksgiving holiday.

RETL tracks the S&P Retail Select Industry Index, offering three times the index’s daily performance, according to ETF Database. The index uses a modified equal-weighted methodology rather than traditional market-cap weighting, giving each holding similar influence on performance regardless of company size.

Equal Weighting Amplifies Results
The equal-weight structure means moves in smaller retailers like Dick’s Sporting Goods can impact the fund’s performance as much as larger names like Amazon.com, Inc. (AMZN), which holds a 1.15% position in the index.

The timing of the earnings reports coincides with optimistic holiday forecasts from consulting firm Bain & Company, which projects an 11% surge in Black Friday and Cyber Monday sales this year. The forecast exceeds broader holiday shopping growth estimates, according to the Bain research.

RETL’s recent fund flows show $349,400 in net inflows over the past five days, per ETF Database. The ETF has a 0.94% expense ratio and holds $30.2 million in assets under management.

Burlington Stores carries the highest weighting among the six earnings reporters at 1.27%, followed by Best Buy at 1.2% and Kohl’s at 1.17%, according to ETF Database.

For more news, information, and strategy, visit the Leveraged & Inverse Content Hub.

Earn free CE credits and discover new strategies

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

Disclaimer: I am not an investment advisor, and this article is not meant to be a recommendation for the purchase or sale of stock. Investors are advised to review all company documents and press releases to see if the company fits its own investment qualifications.

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.

By

Bill McColl

Bill McColl has 25+ years of experience as a senior producer and writer for TV, radio, and digital media leading teams of anchors, reporters, and editors in creating news broadcasts, covering some of the most notable news stories of the time.

Published November 24, 2025

02:34 PM EST

President Donald Trump is expected to outline a plan to extend Affordable Care Act subsidies.
Win McNamee / Getty Images

Key Takeaways
President Donald Trump is reportedly preparing to unveil a healthcare proposal that would extend Affordable Care Act subsidies, sending shares of major health insurers higher Monday. The plan is expected to include income limits on those who can qualify and provide funding to keep enrollees' costs down, Politico reported.

Shares of several major health insurers surged Monday following reports President Donald Trump could be set to unveil a healthcare proposal that would extend Affordable Care Act subsidies.

Molina Healthcare (MOH) shares were up over 3% in recent trading, while Centene (CNC) jumped 5%, and Oscar Health (OSCR) soared 18%. (Read our daily markets coverage here.) 

The plan, which could be unveiled as soon as today, is expected to extend ACA subsidies for about two years and could include new income limits for enrollees, along with minimum premium payments, according to Politico.

Why This News Is Significant
Shares of major health insurers are rising on news that the Trump administration may back a two-year subsidy extension under the ACA. Additional support for premiums and cost-sharing could help stabilize enrollment and reduce volatility in the individual market.

The White House is set to ask Congress to approve funds to reduce cost-sharing, which would lower out-of-pocket expenses for some ACA recipients, Politico reported.

Affordable Care Act insurance plan premiums were a major source of contention in the record government shutdown that ended earlier this month. Democratic lawmakers had blocked funding bills arguing to extend subsidies that lowered ACA plan premiums. The shutdown ended after Congressional Republicans agreed to discuss the premiums after the government reopened.

The White House did not respond to an Investopedia request for comment in time for publication.

Do you have a news tip for Investopedia reporters? Please email us at

[email protected]

Article Sources

Investopedia requires writers to use primary sources to support their work. These include white papers, government data, original reporting, and interviews with industry experts. We also reference original research from other reputable publishers where appropriate. You can learn more about the standards we follow in producing accurate, unbiased content in our
editorial policy.

Partner Links

Microsoft Corp (NASDAQ:MSFT) is seeing a sharp acceleration in enterprise rollouts of its Copilot artificial intelligence tools as the product matures and large customers move from gradual testing to company-wide deployments, according to Jefferies.

The brokerage, which reiterated its “Buy” rating and a $675 price target, said Microsoft executives signaled broadening momentum at a recent conference, with the company closing last year’s performance gap with OpenAI and now offering “much stronger ROI and enterprise readiness.”

Jefferies said Microsoft’s commercial sales chief told investors that once Copilot deployments hit a critical seat threshold, usage tends to inflect. The firm’s customer checks showed that many businesses are now shifting to enterprise-wide adoption.

The push into AI “agents” remains at a very early stage, however, with Microsoft’s commercial chief Judson Althoff saying the company is still “in the first half of the first inning.” The company recently introduced Agent 365 as a unified control plane for enterprise AI agents, designed to handle registry, governance and third-party integrations.

AI demand is also lifting traditional cloud workloads, Jefferies said, noting that each AI GPU task can require up to 10 supporting CPU virtual machines, straining Microsoft’s infrastructure. The company remains capacity-constrained and must keep expanding data centers to meet both AI and non-AI needs.

Microsoft continues to gain share in core cloud migrations thanks to its end-to-end platform, the report said, citing customer checks that show the company winning 75% to 85% of large SAP migrations over Amazon Web Services. About 70% of enterprise workloads remain on-premises, leaving substantial room for further cloud adoption.

Jefferies also highlighted Microsoft’s expanding “IQ layer,” which aims to unify enterprise data for AI applications and could provide a competitive edge over AI-native rivals that rely on fragmented data connectors.

The bank expects modest upside to Microsoft’s revenue forecasts for fiscal 2026 and 2027, though it models a 6% EPS shortfall versus consensus in 2027.

TL;DR

Bloomberg analyst Mike McGlone projects a decline of up to 60% from Bitcoin’s all-time high for the coming year.
Bearish sentiment is due to risk aversion amid concerns about the AI and stock bubble.
Lack of liquidity in the markets and Federal Reserve uncertainty add pressure on BTC.

The pioneer crypto, Bitcoin, is currently at a critical juncture. The euphoria from the beginning of the year, when a $200,000 rally was projected for this date, is long gone; the market has made a 360-degree turn since then.

Mike McGlone, Bloomberg Intelligence commodity strategist, delivered a strong signal, in fact, he launched a gloomy prediction: Bitcoin $50,000 by 2026. The strategist expects the price of the pioneer asset to fall 60% below its all-time high.

McGlone bases his hypothesis on a set of macroeconomic factors, including surging gold, lower oil prices, and stock market volatility that will incentivize investors to flee from riskier assets like BTC. The warning is especially valid “if the S&P 500 has a third down year since 2008,” the analyst noted on LinkedIn. This call for caution aligns with other bearish voices, including that of Arthur Hayes, co-founder of BitMEX, marking a clear bearish shift.

Deleveraging, AI Bubble, and Fed Uncertainty: The Three Key Risks
Before closing this post, Bitcoin was trading near $86,000, struggling to find a stable course. Analysts David Brickell and Chris Mills, from the London Crypto Club, establish three main risks supporting the selling pressure that could lead to Bitcoin $50,000 materializing in 2026.

Firstly, the massive liquidation in October wiped out over $20 billion, a capital loss that will take time to recover. DefiLlama data shows that Bitcoin ETFs recorded net outflows of more than $3.5 billion in November, their worst month since February. Added to this is the slowdown in purchases by corporate treasuries, which could be forced to sell their BTC holdings if their Net Asset Value (NAV) strategies slip underwater.

The second risk is the fear of a valuation bubble in the Artificial Intelligence (AI) sector. Crypto-assets, being considered speculative, replicate the performance of frontier technology stocks. The caution in the stock market, despite good results from companies like Nvidia, suggests that investors are not yet ready to abandon the “AI bubble” narrative, maintaining pressure on BTC.

Finally, the lack of liquidity and Federal Reserve (Fed) uncertainty weigh on sentiment. Awaiting the December interest rate meeting, investors are seeking directional clarity.

Although the odds of a December rate cut rose sharply to 71%, thanks to recent comments from New York Fed President John Williams, other officials, such as Susan Collins and Michael Barr, insist on proceeding with caution, keeping the direction of the markets in suspense.

Solana is facing a market structure crisis, as the vast majority of its investors are underwater.

This comes at a time when the blockchain has successfully courted Wall Street through spot Exchange-Traded Funds (ETFs) and is enjoying significant market momentum.

However, the SOL native token is buckling under a sustained selloff that has left it facing a 32% monthly drawdown and a broader risk-off environment that has pinned Bitcoin around $80,000.

As a result, the network’s developers have proposed a radical shift in SOL’s monetary policy that would accelerate its transition to scarcity.

The ‘top-heavy’ contractionThe pain in the SOL market is visible on-chain. As the token trades around $129, market intelligence firm Glassnode estimates that roughly 79.6% of the circulating supply is currently held at an unrealized loss.

Percentage Solana Supply in Profit (Source: Glassnode)In a Nov. 23 tweet on X, Glassnode analysts described the positioning as “top-heavy,” a technical setup where a significant volume of coins was acquired at higher prices, creating a wall of potential sell pressure.

Historically, such extreme readings resolve in one of two ways: a flush of capitulation or a prolonged period of digestion.

However, the selloff has notably occurred despite a steady bid from traditional finance.

Since their launch roughly a month ago, US spot Solana ETFs have absorbed approximately $510 million in cumulative net inflows, with total net assets swelling to nearly $719 million, according to data compiled by tracker SoSoValue.

Solana ETF Daily Flows (Source: SoSo Value)That these funds have continued to attract capital while the spot price crumbles shows a massive liquidity mismatch: legacy holders and validators are offloading tokens faster than institutional products can absorb them.

Proposal SIMD-0411Against this backdrop, Solana network contributors introduced a new proposal, SIMD-0411, on Nov. 21.

The SIMD-0411 proposal aims to address this sell-side pressure directly. The authors characterize the current emissions schedule as a “leaky bucket” that perpetually dilutes holders.

Currently, Solana’s inflation rate decreases by 15% annually. The new parameter would double that rate of disinflation to -30% per year.

While the “terminal” inflation floor remains unchanged at 1.5%, the network would reach that milestone by early 2029, roughly 3 years sooner than the previous projection of 2032.

The move is designed as a single-parameter tweak rather than a complex mechanism change, a simplicity intended to soothe governance concerns and institutional risk departments. However, the economic implications are substantial.

According to baseline modeling:

Supply Shock: The change would reduce cumulative issuance over the next six years by 22.3 million SOL. At current market prices, this removes approximately $2.9 billion in potential sell pressure.Terminal Supply: By the end of the six-year window, total supply would sit near 699.2 million SOL, compared to 721.5 million under the status quo.Solana’s Proposed Inflation Rate (Source: SIMD 0411)Compressing the Risk-Free RateBeyond simple supply and demand, the proposal aims to overhaul the Solana economy’s incentive structure.

In traditional finance, high risk-free rates (like T-bills) discourage risk-taking. In crypto, high-staking yields serve a similar function. With nominal staking yields currently hovering around 6.41%, capital is incentivized to sit passively in validation rather than entering the DeFi economy.

Under SIMD-0411, nominal staking yields would compress rapidly:

Year 1: ~5.04%Year 2: ~3.48%Year 3: ~2.42%By lowering the “hurdle rate,” the network aims to force capital out of passive staking and into active use, such as lending, providing liquidity, or trading, thereby increasing the velocity of money on the chain.

Three Scenarios for ValuationFor investors, the critical question is how this supply shock translates to price. Analysts view the impact through three potential lenses:

The Bear Case: Slow Digestion If user demand remains flat, the supply cut will not act as an immediate catalyst. The “relief” comes from a slower drip of selling pressure rather than a surge in buying. In a market where four-in-five coins are underwater, this would result in a gradual stabilization rather than a V-shaped recovery.The Base Case: Asymmetric Tightening If the network sees even modest demand growth, the “multiplier effect” kicks in. With 3.2% less supply entering the market over six years, and ETFs continuing to sequester circulating coins, the float available for purchase shrinks at the margin. This creates a setup where steady demand meets rigid supply, historically a recipe for price appreciation.The Bull Case: The Deflationary Flip Solana burns 50% of its base transaction fees. Currently, issuance overwhelms this burn. However, once the inflation rate drops to 1.5% (circa 2029), periods of high network activity could offset issuance entirely. In high-throughput regimes with sustained spikes in DEX or derivatives volume, the network could experience effective supply stagnation or net deflation, aligning the asset’s value directly with usage rather than emissions math.RisksThe primary risk vector lies with the validators who secure the network. Slashing inflation cuts their revenue. However, the proposal assumes a roughly six-month activation lag, coinciding with the rollout of the “Alpenglow” consensus upgrade.

Alpenglow is designed to drastically reduce vote-related costs for validators. The economic argument is that while topline revenue (rewards) will fall, operating expenses (vote fees) will fall in tandem, preserving profitability for the majority of node operators.

Mentioned in this article

Bitcoin’s price remains under intense pressure this month, having plunged 31% from its all-time high, as exchange-traded fund outflows jumped.

Summary

Anthony Pompliano believes that the Bitcoin price will rebound to a record high.
He noted that the recent Bitcoin crash was a healthy reset.
Potential catalysts are the Fear and Greed Index, healthy open interest, and Federal Reserve cuts.

Bitcoin (BTC) traded at around $87,000 on Nov. 24, up by 6.5% from its lowest level this month. While this rebound could be a bull trap or a dead-cat bounce, Anthony Pompliano and other crypto experts believe that the coin is about to bottom. 

In a CNBC interview, Pomp noted that the Bitcoin price had crashed by 30% from its peak over 30 times in the last decade. It has also dropped by over 50% more than five times. Fears of an eventual Bitcoin collapse always accompany these dips.

Pomp also pointed to the Crypto Fear and Greed Index, which dropped to the extreme fear zone of 8 last week. In most cases, crypto bull runs begin when there is extreme fear in the market. He said:

“We are somewhere around the bottoming, and the market may grind sideways for a while and then start grinding upwards in the next couple of weeks.”

Meanwhile, Pomp believes that the ongoing Bitcoin price retreat is a healthy reset, especially on leverage. He pointed out that leverage has plunged since the October 10 liquidation event, when traders lost over $20 billion in a single day. 

In the last decade, Bitcoin has fallen 30%+ more than 20 times.

Bitcoin has dropped 50% or more on 7 different occasions.

Basically a Global Financial Crisis every year and a half for a decade.

Wall Street is not used to that.

I explained on @SquawkCNBC this morning. pic.twitter.com/euvGQWTrTa

— Anthony Pompliano 🌪 (@APompliano) November 24, 2025

Indeed, the amount of open interest in the crypto industry has been in a downward trend. CoinGlass data shows that the futures open interest has tumbled to $127 billion, its lowest level since May 8 and much lower than the year-to-date high of $250 billion. 

Other top crypto analysts have delivered bullish Bitcoin price forecasts during the ongoing crash. Tom Lee, the founder of FundStrat, believes that the coin will surge from $86,000 today to $200,000 by the end of January.

Strategy’s Michael Saylor, Winklevoss Twins, Cathie Wood, and Cardano’s Charles Hoskinson say Bitcoin and other top coins will also rebound in the coming weeks. 

Some of the potential catalysts for Bitcoin include Federal Reserve interest rate cuts, regulatory clarity in the United States, and continued accumulation by companies like Strategy and Metaplanet.