Atlas Cloud AI and NewYork GreenCloud Launch $6B Sustainable AI Infrastructure Partnership Powered by NVIDIA Blackwell Platform — Neutral
NVDA Business Wire — December 17, 2025NEW YORK--(BUSINESS WIRE)--Atlas Cloud AI and NewYork GreenCloud Launch $6B Sustainable AI Infrastructure Partnership Powered by NVIDIA Blackwell Platform.
Wintrust Financial Corporation: No Reason Not To Bank On It — Positive
WTFC Seeking Alpha — December 17, 2025Wintrust Financial Corporation maintains robust growth in revenue, profits, and balance sheet metrics, justifying a continued soft "Buy" rating. WTFC's asset quality and credit metrics remain strong, with minimal exposure to risky office real estate and low non-performing asset ratios. Valuation is slightly above my typical preference, but a premium is warranted given superior return on assets (1.26%) and equity (11.58%).
Kyverna Therapeutics, Inc. (KYTX) Discusses Positive Topline Data From KYSA-8 Trial of Miv-cel in Stiff Person Syndrome Transcript — Neutral
KYTX Seeking Alpha — December 17, 2025Kyverna Therapeutics, Inc. (KYTX) Discusses Positive Topline Data From KYSA-8 Trial of Miv-cel in Stiff Person Syndrome Transcript
Veru Inc. (VERU) Q4 2025 Earnings Call Transcript
CENT Strengthens Animal Health Portfolio With Champion USA Acquisition — Positive
CENT Zacks Investment Research — December 17, 2025Central Garden & Pet expands animal health, acquiring Champion USA's U.S. assets and JustiFLY to boost livestock presence.
PPG Secures REDCert2 Certification for Two European Plants — Positive
PPG Zacks Investment Research — December 17, 2025PPG earns REDCert2 certification for Amsterdam and Soborg plants, validating mass-balance use of sustainable inputs and boosting European coatings credibility.
Amazon Eyes a Big Investment in OpenAI. Is This the Latest Sign of an AI Bubble? — Neutral
AMZN Investopedia — December 17, 2025Amazon (AMZN) could be set to unveil an investment of $10 billion or more in ChatGPT maker OpenAI.
Coursera to combine with Udemy in all-stock merger — Positive
COUR UDMY Proactive Investors — December 17, 2025Coursera (NYSE:COUR) said it has agreed to combine with rival online learning platform Udemy (NASDAQ:COUR) in an all-stock transaction valued at about $2.5 billion. Shares of Udemy surged 21.7% to about $6.50 on the news, while Coursera stock added 3.6% at about $8.
Oracle: Wall Street's Gloom Creates An Incredible Buying Opportunity — Neutral
ORCL Seeking Alpha — December 17, 2025Maintaining a Buy rating on Oracle Corporation amid the gloom, as buyers defend the critical $185 support stoutly, not about to give in to the bears yet. Despite ORCL's RPO exceeding $520B, the market demands greater near-term clarity on what is, after all, a multi-year revenue conversion opportunity. Rising CapEx needs, deepened debt concerns, and negative FCF projections through FY2028 heighten scrutiny of ORCL's liquidity and risk profile.
General Mills, Inc. (GIS) Q2 2026 Earnings Call Transcript — Neutral
GIS Seeking Alpha — December 17, 2025General Mills, Inc. (GIS) Q2 2026 Earnings Call Transcript
Palantir Technologies is experiencing explosive revenue and earnings growth, driven by surging demand for its AIP platform in both government and commercial markets. PLTR's commercial segment outpaced government growth, with Q3 commercial revenue up 73% year-over-year and US commercial revenue growing 121%, signaling a major revenue mix shift by 2026. Despite a lofty 2026 P/E of 189.4, PLTR's 231% earnings growth and expanding business intelligence market exposure may justify its premium valuation for bullish investors.
Ray Dalio joins Michael Dell in backing 'Trump accounts' for kids, Bessent says — Positive
DELL CNBC Television — December 17, 2025Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife Barbara committed to seed Trump accounts for approximately 300,000 children in Connecticut.
2026 Casino And Online Gaming Outlook: Recovery For Sector As Macro Headwinds Fade — Positive
CZR DKNG FLUT RSI Seeking Alpha — December 17, 2025Macro headwinds that drove an 11% decline in Vegas visitation for conventions and tourism in the last nine months are expected to subside, proven by record advance bookings. Inflation, tariffs, and labor costs being absorbed psychologically has been the endgame for years. Our key picks are significantly undervalued now, and first quarter earnings are expected to rise.
UPS: 6.5% Dividend, Cost Cuts, And 2026 Earnings Recovery; Reiterate Buy — Positive
UPS Seeking Alpha — December 17, 2025UPS earns a reiterated "Buy" rating, supported by attractive valuation and a robust 6.5% dividend yield. Recent cost reductions, facility consolidations, and favorable mix shifts have improved margins despite domestic volume declines. UPS trades near $114 intrinsic value using a conservative 16x P/E on $7.16 forward EPS, suggesting decent upside.
CHIQ: Opportunities In The China Consumer Market Overlooked — Positive
CHIQ Seeking Alpha — December 17, 2025The Global X MSCI China Consumer Discretionary ETF (CHIQ) offers targeted exposure to 58 leading Chinese consumer discretionary companies. CHIQ provides a differentiated China allocation, as the broader MSCI China index is dominated by finance, communications, and tech, with only 31% in consumer stocks. Chinese equities, including CHIQ holdings, trade at a discount to other emerging markets, contrasting with premium valuations in Taiwan and India.
Google unveils 'Gemini 3 Flash' AI model focused on speed and cost — Positive
GOOG GOOGL CNBC Television — December 17, 2025CNBC's Deirdre Bosa reports on Google's latest AI model Gemini 3 Flash.
Valour Inc. Launches Constant Leveraged Bitcoin and Ethereum ETPs on Spotlight Stock Market — Neutral
DEFT PRNewsWire — December 17, 2025New leveraged ETPs on Spotlight (SEK): Bull Bitcoin X2 Valour and Bull Ethereum X2 Valour deliver 2x daily exposure to BTC and ETH in a regulated, exchange-traded format (no wallets or margin; 1.9% management fee). Designed for familiar Nordic workflows: Built for investors who want amplified exposure without digital wallets or margin accounts, leveraging the region's long standing familiarity with Bull and Bear style products.
Upstart Stock Trades at Premium Value: Should You Buy, Hold or Sell? — Positive
UPST Zacks Investment Research — December 17, 2025UPST trades at a premium valuation despite a sharp stock drop, as investors weigh strong growth, AI gains and macro-driven volatility.
DocuSign Shares Decline 4.9% Since Q3 Earnings & Revenue Beat — Neutral
DOCU Zacks Investment Research — December 17, 2025DOCU beats Q3 FY26 earnings and revenue estimates, but shares slide 4.9% as investors weigh margins, cash flow and cautious guidance.
Shares of Datadog, Inc. (NASDAQ: DDOG) are little changed on Wednesday. They have been trading lower since reporting earnings in November.