TeraWulf's HPC Shift Accelerates: Are Near-Term Revenues at Risk? — Neutral
WULF Zacks Investment Research — December 23, 2025WULF's pivot to high-performance computing gains traction, but reduced Bitcoin mining and rising costs are creating near-term revenue pressure.
Strategy's Bitcoin Accretion Continues: Is the Momentum Durable? — Positive
MSTR Zacks Investment Research — December 23, 2025MSTR accelerates Bitcoin accumulation in 2025, lifting BTC yield to 26% as regulatory clarity and new credit access support momentum.
Nebius Group N.V. has explosive revenue and ARR growth fueled by AI infrastructure investments. The NBIS ARR is projected to reach $7–$9B by the end of next year but comes at the expense of shareholder equity, a headwind you will face. Heavy losses and ongoing cash burn are expected for NBIS through 2026.
BJ's Restaurants Builds Momentum With Traffic Despite Cost Pressures — Positive
BJRI Zacks Investment Research — December 23, 2025BJRI is gaining momentum with higher guest traffic, margin gains and menu innovation, even as inflation and cost pressures continue to weigh on the outlook.
3 Reasons Why PG&E (PCG) Is a Great Growth Stock — Positive
PCG Zacks Investment Research — December 23, 2025PG&E (PCG) is well positioned to outperform the market, as it exhibits above-average growth in financials.
RBLX INVESTIGATION: Investigation Launched into Roblox Corporation, and Attorneys Encourage Investors and Potential Witnesses to Contact Law Firm — Neutral
RBLX PRNewsWire — December 23, 2025SAN DIEGO , Dec. 23, 2025 /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving Roblox Corporation (NYSE: RBLX). If you have information that could assist in the Roblox investigation or if you are a Roblox investor who suffered a loss and would like to learn more, you can provide your information here: https://www.rgrdlaw.com/cases-roblox-corporation-investigation-rblx.html You can also contact attorneys J.C.
Tesla Is Knocking on $500 Again—Here's What It Means For January — Positive
TSLA MarketBeat — December 23, 2025Shares of Tesla Inc. NASDAQ: TSLA kicked off the week by printing a fresh all-time high on Monday and closing just shy of the psychologically important $500 level. The timing, this side of January, is ideal for investors on the sidelines.
Nvidia Corporation is not in an "AI bubble"; forward P/E multiples are reasonable compared to historical tech bubbles and sector peers. The dot-com bubble is not comparable due to much lower growth and earnings potential, reflected in the difference in valuation multiples. Expansion in open-source AI, strategic acquisitions, and a strong product roadmap—including Rubin in 2026—reinforce NVDA's leadership.
AerCap Delivers First of Ten New Airbus A321neo Aircraft to Thai Airways — Neutral
AER PRNewsWire — December 23, 2025DUBLIN , Dec. 23, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has delivered the first of ten new Airbus A321neo aircraft to Thai Airways International Public Company Limited ("THAI").
Can Procter & Gamble's Shift to DTC and Digital Win New Consumers? — Positive
PG Zacks Investment Research — December 23, 2025PG is recalibrating its digital and DTC strategy to deepen engagement, capture first-party data and influence purchases earlier across omnichannel paths.
ETHZilla Makes Second Ether Sale, 2026 Crypto Regulation Expectations | Bloomberg Crypto 12/23/2025 — Neutral
ETHZ Bloomberg Markets and Finance — December 23, 2025"Bloomberg Crypto" covers the people, transactions, and technology shaping the world of decentralized finance. Today's guests: Strive CEO Matt Cole and Zerohash CEO Edward Woodford.
FLGT to Acquire Bako & StrataDx Assets to Expand Pathology Platform — Positive
FLGT Zacks Investment Research — December 23, 2025Fulgent is set to buy Bako Diagnostics assets and StrataDx for $55.5M, expanding into anatomic pathology and dermatopathology to scale lab services.
Here's Why You Should Add Ameren to Your Portfolio Right Now — Positive
AEE Zacks Investment Research — December 23, 2025AEE's clean energy push, rising 2025 earnings estimates, massive infrastructure spending and a growing dividend make the utility stock stand out now.
Williams-Sonoma: Healthy Comps And Boosting Margins Despite Tariffs — Positive
WSM Seeking Alpha — December 23, 2025Williams-Sonoma remains a 'Buy' as it delivers mid-single-digit comps growth and robust margins despite sector headwinds and new tariffs. WSM's diversified brands, strong supply chain management, and clean, debt-free balance sheet underpin resilience and value relative to sector peers. Q3 results showed 4.6% revenue growth, 70bps gross margin expansion to 46.1%, and accelerating comp sales, outperforming industry trends.
CWAN Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Sale of Clearwater Analytics to Permira and Other Investors — Neutral
CWAN GlobeNewsWire — December 23, 2025MONSEY, N.Y., Dec. 23, 2025 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater”) for $24.55 per share in cash to Permira, Warburg Pincus and other investors.
FLY Class Action Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Firefly Aerospace Inc. (FLY) Investors of Securities Fraud Class Action Lawsuit Deadline — Neutral
FLY PRNewsWire — December 23, 2025RADNOR, Pa. , Dec. 23, 2025 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP informs investors that a securities class action lawsuit has been filed against Firefly Aerospace Inc. ("Firefly") (NASDAQ: FLY) on behalf of those who purchased or otherwise acquired Firefly: (1) common stock pursuant and/or traceable to the registration statement and related prospectus (collectively, the "Offering Documents") issued in connection with the company's IPO conducted on or about August 7, 2025; and/or (2) securities between August 7, 2025 and September 29, 2025, inclusive (the "Class Period").
GlobalFoundries Inc. is positioned for durable growth, targeting AI data centers, industrial robotics, and optical networking, leveraging its robust global footprint. Recent MIPS acquisition enhances GFS's edge AI and custom silicon capabilities, supporting next-gen autonomous and industrial applications. GFS secured 400 design wins YTD 2025, with optical networking and satellite communications as key growth drivers into eFY27 and beyond.
US drillers add oil, gas rigs for first time in three weeks, Baker Hughes says — Neutral
BKR Reuters — December 23, 2025U.S. energy firms this week added oil and natural gas rigs for the first time in three weeks, energy services firm Baker Hughes said in its closely followed report on Tuesday.
MP vs. UUUU: Which Rare Earth Stock Has an Edge Now? — Neutral
MP UUUU Zacks Investment Research — December 23, 2025MP Materials' integrated U.S. rare earth model, Apple deal and defense backing give it an edge over rivals as demand for critical minerals accelerates.