Gold (XAUUSD) & Silver Price Forecast: Bullish Channels Hold After Christmas Consolidation — Positive
AAAU DGL DGP GLD GLDM IAU IAUF OUNZ UGL FXEmpire — December 25, 2025Gold and silver prices hold firm following Christmas trading, as technical support, Fed policy outlook, and global uncertainty support the uptrend.
Natural Gas and Oil Forecast: Christmas Shutdown Masks Growing Energy Market Risks — Negative
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP FXEmpire — December 25, 2025Natural gas and oil prices stall during the Christmas shutdown as geopolitical risks, falling US rigs, and key resistance levels shape the near-term outlook.
1 Reason I Am Buying Taiwan Semiconductor Stock to Hold Forever — Neutral
TSM The Motley Fool — December 25, 2025TSMC's foundry models allow it to manufacture specialized chips that tech companies design themselves. TSMC has a virtual monopoly on artificial intelligence (AI) chip manufacturing.
Immatics: PRAME Leader's Transition To Commercial Reality — Positive
IMTX Seeking Alpha — December 25, 2025Immatics executes a three-wave strategy, progressing from melanoma treatment to broader solid tumors and scalable bispecific TCR therapeutics. IMTX's $505.8M cash position funds operations through 2027, covering BLA submission and anticipated commercial launch, reducing near-term financing risk. Anzu-cel's Phase 3 SUPRAME trial and IMA203CD8's promising ovarian cancer data support a robust, expanding clinical pipeline with significant addressable markets.
StoneCo: Credit Portfolio Growth Gives Flashbacks Of 2021 But This Time It's Different — Negative
STNE Seeking Alpha — December 24, 2025Despite rising 84% YTD, StoneCo stock remains >80% below its highs and has stalled recently. The Linx divestiture is part of the reason, but there is more to the story. The credit portfolio surged 27% sequentially in Q3, while NPLs ticked up to 5.03%, triggering investor PTSD of the 2021 credit collapse that wiped out 80% of StoneCo's market value. Data shows the Credit 2.0 product is structurally immune to the 2021 flaws, protected by a direct integration with the Registry of Receivables and a fortress-like 265% coverage ratio.
Oil and Natural Gas Technical Analysis: Holiday Liquidity and Geopolitical Risks Lift Energy Prices — Negative
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP FXEmpire — December 24, 2025WTI oil rebounded from $55 on holiday-thinned liquidity and geopolitical risks, while natural gas held a bullish structure above $2.60 amid a weakening U.S. Dollar Index.
Nuveen Churchill Direct Lending: Trades At A Deep Discount For A Reason — Neutral
NCDL Seeking Alpha — December 24, 2025Nuveen Churchill Direct Lending Corp. is rated a sell due to declining NAV, weak earnings, and unsustainable dividend coverage. NCDL trades at a 22.46% discount to NAV, reflecting persistent headwinds, not a value opportunity. Net investment income fell to $0.43 per share, below the $0.45 dividend, signaling risk of a future cut.
Invesco Ultra Short Duration ETF is recommended as a tactical cash-plus vehicle for parking liquidity amid current rate dynamics. GSY's active management, short duration (0.51 years), and diversified credit exposure deliver higher yields than Treasury bill-only peers. Despite a 0.22% expense ratio, GSY consistently outperforms both risk-free and cash-plus ETF peers in total return.
Palo Alto Networks remains a buy, trading at reasonable levels amid a substantially expanded $300B TAM and strong organic execution. PANW's $3.35B Chronosphere acquisition, with $160M ARR growing triple digits, offers attractive economics and strategic entry into observability. Recent M&A, including Chronosphere and CyberArk, positions PANW to compete directly with Datadog and expand beyond core cybersecurity.
UPCOMING DEADLINE: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Gauzy — Neutral
GAUZ GlobeNewsWire — December 24, 2025Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Gauzy To Contact Him Directly To Discuss Their Options
REMX: Rare Earth Elements Present Growth From Nearshoring — Neutral
REMX Seeking Alpha — December 24, 2025VanEck Rare Earth and Strategic Metals ETF earns a Buy rating as a portfolio diversifier targeting rare earth element exposure. REMX offers concentrated, liquid exposure to 26 REE-related equities, balancing regional allocations across Australia, China, and the US. Secular demand for REEs outside China, supply chain concerns, and strategic investments—such as in MP Materials—support the investment thesis.
NioCorp Developments: Pre-Production, But Worth A Place In A Long-Term Portfolio — Positive
NB Seeking Alpha — December 24, 2025NioCorp Developments is a pre-revenue, US-based miner focused on niobium, scandium, and titanium, rated a Strong Buy after a significant pullback. NB's Elk Creek project is fully permitted, with a 38-year mine life, projected $21.9B gross revenue, and 68% EBITDA margin; production start is 3–4 years away. Current EV of $521M implies a forward EV/EBITDA of 1.29, presenting substantial upside versus sector median multiples, even without rare earth expansion.
If You'd Invested $10,000 in Verizon Communications 10 Years Ago, Here's How Much You'd Have Today — Neutral
VZ The Motley Fool — December 24, 2025A $10,000 Verizon investment in 2015 would be worth just $14,650 today, badly trailing the S&P 500. The same investment made in 2005 grew to $27,400 by 2015, beating the market.
3 Reasons to Buy Uber Stock Like There's No Tomorrow — Positive
UBER The Motley Fool — December 24, 2025Uber leads the global rideshare and delivery markets. Uber continues to grow its revenue and profits.
Jack in the Box shut down more than 70 stores with more expected by year's end over financial struggles — Negative
JACK Fox Business — December 24, 2025Jack in the Box is closing dozens of restaurants as part of a major cost-cutting plan, with 72 locations shuttered so far and more expected in the near future.
3 Reasons to Buy High-Yield Enbridge Stock Like There's No Tomorrow — Positive
ENB The Motley Fool — December 24, 2025Enbridge operates in the most stable segment of the energy sector. The company's reliable cash flows support its attractive yield of 5.9%.
In a new deal, Nvidia hires Groq's top engineering talent, including its founder, who built AI chips at Google — Positive
GOOG GOOGL NVDA Business Insider — December 24, 2025Nvidia licensed Groq's AI inference technology and hired key engineers. Groq will continue to operate independently after the non-exclusive licensing agreement.
Italian regulators ordered Meta on Wednesday to open its WhatsApp chat platform to rival AI chatbots as it and EU authorities pursue a probe that the US tech giant is abusing its dominant market position.
According to the European Automobile Manufacturers' Association (ACEA) November report on EU car registrations, the figure for Tesla Inc.
BYD's registrations in the European Union were up 235.2% in November to 16,158, according to the European Automobile Manufacturers' Association (ACEA).