Buy 4 Discretionary Stocks as Fed Cuts Rates for Third Time This Year — Positive
BRSL KTB LVS ROKU Zacks Investment Research — December 12, 2025Fed???s third rate cut lifts markets, putting BRSL, LVS, ROKU and KTB in focus as their earnings estimates strengthen.
Nvidia (NVDA) surpassed 50% share of the data center equipment market in fiscal 2026 Q3, driven by dominance in rack-scale AI accelerators. NVDA's Data Center revenue grew 66% y/y to over $51 billion, fueled by unmatched scale-up networking and limited effective competition. Competitors like AMD and UA Link consortium lag in delivering high-performance scale-up switches, reinforcing NVDA's leadership and pricing power.
SOUTHERN PINES, N.C. , Dec. 12, 2025 /PRNewswire/ -- The Board of Directors of First Bancorp (NASDAQ: FBNC) (the "Company"), the parent company of First Bank, has declared a cash dividend on its common stock of $0.23 per share payable on January 25, 2026 to shareholders of record as of December 31, 2025.
NANO Nuclear Announces Date of Fiscal Year 2025 Business Update Webcast — Neutral
NNE GlobeNewsWire — December 12, 2025New York, N.Y., Dec. 12, 2025 (GLOBE NEWSWIRE) -- NANO Nuclear Energy Inc. (NASDAQ: NNE) (“NANO Nuclear” or “the Company”), a leading advanced nuclear micro modular reactor and technology company focused on developing clean energy solutions, today announced it will host its Fiscal Year 2025 business update webcast on Thursday, December 18, 2025, at 5:00 p.m. ET. The webcast will follow the anticipated filing of the Company's Annual Report on Form 10-K for the fiscal year ended September 30, 2025.
Sen. Dave McCormick: The current Obamacare subsidies can't be extended in their current form — Negative
MKC CNBC Television — December 12, 2025Sen. Dave McCormick (R-Pa.) joins 'Squawk Box' to discuss the fate of Obamacare subsidies, reforming health care in the U.S., state of AI regulation, limiting state AI oversight, and more.
Lululemon sparks hopes of reset with CEO exit, back-to-basics focus — Positive
LULU Reuters — December 12, 2025Lululemon Athletica's shares surged 10% in premarket trading on Friday as a CEO shake-up sparked hopes of a turnaround at the yogawear maker looking to revive its sluggish U.S. business and win back younger, affluent shoppers.
STUB Investor Alert: Hagens Berman Urges Investors to Act by Jan. 23 Over 143% Free Cash Flow Collapse and Alleged IPO Misrepresentations — Neutral
STUB GlobeNewsWire — December 12, 2025Partner Reed Kathrein Scrutinizing Allegedly Omitted Known Trends in Vendor Payments SAN FRANCISCO, Dec. 12, 2025 (GLOBE NEWSWIRE) -- National shareholder rights law firm Hagens Berman is issuing a reminder to investors in StubHub Holdings, Inc. (NYSE: STUB) ahead of the January 23, 2026, deadline of their opportunity to seek appointment as lead plaintiff in the pending securities class action lawsuit. The litigation centers on allegations that StubHub's highly anticipated September 2025 Initial Public Offering (IPO) was launched using Offering Documents that contained material misstatements and omissions.
3-WEEK DEADLINE ALERT: CarMax (KMX) Securities Fraud Lawsuit Filed Over Alleged Concealed Demand Pull-Forward and Auto Finance Portfolio Risk — Neutral
KMX GlobeNewsWire — December 12, 2025Partner Reed Kathrein Urges KMX Investors to Contact Firm Before January 2, 2026 Lead Plaintiff Deadline Partner Reed Kathrein Urges KMX Investors to Contact Firm Before January 2, 2026 Lead Plaintiff Deadline
11-DAY JHX INVESTOR DEADLINE ALERT: James Hardie (JHX) Class Action Lawsuit — Hagens Berman Scrutinizing Alleged Inventory Destocking and 34% Plunge; December 23 Lead Plaintiff Deadline Looms — Neutral
JHX GlobeNewsWire — December 12, 2025SAN FRANCISCO, Dec. 12, 2025 (GLOBE NEWSWIRE) -- Global plaintiffs' rights firm Hagens Berman reminds investors that the Lead Plaintiff Deadline in the securities class action lawsuit against James Hardie Industries plc (NYSE: JHX) is rapidly approaching: December 23, 2025.
BlackRock's Bitcoin ETF just formed its first death cross in history — Negative
BLK Finbold — December 12, 2025BlackRock's iShares Bitcoin Trust (IBIT) has just printed its first ever death cross, marking a notable technical milestone for the world's largest spot Bitcoin ETF.
Options Corner: Citigroup (C) First Place in Financial Group — Positive
C Schwab Network — December 12, 2025Financial stocks experienced a strong 2025 but Rick Ducat notes Citigroup (C) as the strongest performer. He measures the stock's rally to peers like JPMorgan Chase (JPM), Goldman Sachs (GS), and Wells Fargo (WFC) to show where Citi stands.
Broadcom Q4 Post-Earnings: Another AI Overreaction To Buy — Negative
AVGO Seeking Alpha — December 12, 2025Broadcom just wrapped up its 4QFY25 earnings call, and investors are not happy. The stock is down a little over 5% in extended trading. While we understand investors are spooked by rich valuations and looming AI bubble fears, we believe Broadcom will grow into its forward earnings. AI semiconductor revenue is set to double year-over-year to $8.2B, with now three of the four tier 1 players in Broadcom's customer mix.
Reddit Sues Australian Government Over Social-Media Ban for Under-16s — Negative
RDDT WSJ — December 12, 2025The company said the law infringes on teenagers' freedom of political discourse, adding any reduction in risk of harm would be minimal at best.
Silynxcom Secures Order of $3 Million for Advanced Tactical Communication Solutions to Asian Military Customer — Neutral
SYNX GlobeNewsWire — December 12, 2025O rder part of larger army tender, includes C ompany's flagship in-ear headset and reinforces regional expansion
These Analysts Boost Their Forecasts On Lululemon After Upbeat Q3 Results — Positive
LULU Benzinga — December 12, 2025Lululemon Athletica Inc. (NASDAQ: LULU) posted better-than-expected results for the third quarter and raised its full-year guidance on Thursday.
Instacart's AI pricing experiment drives up costs for some shoppers, study says — Negative
CART Fox Business — December 12, 2025Instacart's AI-pricing experiments can charge customers up to 23% more for identical products, potentially costing families $1,200 extra annually through hidden markups.
Disney will open up its toy chest of 200+ characters for AI creators in a $1 billion deal with OpenAI — Positive
DIS Fast Company — December 12, 2025Mickey Mouse, welcome to the AI era.
Coinbase Sentiment Hits Rock Bottom as Bitcoin Correlation Crushes Options Traders — Negative
COIN 24/7 Wall Street — December 12, 2025Shares of Coinbase (NASDAQ:COIN) closed at $275.09 on December 10 as retail investor sentiment on Reddit remains deeply negative.
IonQ Vs. Rigetti: The Quantum Pair Trade Hiding In Plain Sight — Neutral
IONQ RGTI Seeking Alpha — December 12, 2025IonQ and Rigetti present a compelling long/short pair trade due to stark divergences in technology, commercial traction, and capital requirements. IONQ's 99.99% two-qubit fidelity and scalable manufacturing position it far ahead of RGTI, whose roadmap faces significant technical and capex hurdles. IONQ's revenue scale, recurring contracts, and 18% cash-to-market cap ratio contrast sharply with RGTI's grant-driven revenues and only 6.5% cash coverage.