Nvidia: H200 Export To China Is Mostly Optics, But The Strong Buy Case Isn't — Positive
NVDA Seeking Alpha — December 11, 2025Nvidia Corporation retains a Strong Buy rating, with U.S. approval for H200 chip sales to China seen as largely symbolic, not a near-term catalyst. NVDA's guidance and consensus estimates do not include China sales; Chinese import restrictions remain in place, limiting upside from H200/H20 chips. EBITDA margins are robust at 64%-65%, with sales CAGR of 37.7% and free cash flow expected to grow 43.8% annually.
Agnico Eagle Mines Limited (AEM) Presents at Emerging Growth Conference 88 Transcript — Neutral
AEM Seeking Alpha — December 11, 2025Agnico Eagle Mines Limited (AEM) Presents at Emerging Growth Conference 88 Transcript
DLH Holdings Corp. (DLHC) Q4 2025 Earnings Call Transcript — Neutral
DLHC Seeking Alpha — December 11, 2025DLH Holdings Corp. ( DLHC ) Q4 2025 Earnings Call December 11, 2025 10:00 AM EST Company Participants Zachary C. Parker - President, CEO & Director Kathryn M.
Google stock has surged back into the market's spotlight this week, propelled by a wave of major headlines — from fresh AI product rollouts to the latest developments in the company's ongoing antitrust battles. The renewed attention has pushed the stock closer to its 2025 highs, prompting a familiar but pressing question for investors: is there still meaningful upside from here?
Vail Resorts Q1 Earnings Surpass Estimates, Revenues Miss — Neutral
MTN Zacks Investment Research — December 11, 2025MTN tops Q1 earnings estimates but sees revenue miss as strong Australia visitation offsets weak early-season weather in the Rockies and Tahoe.
Mastercard Teams With TerraPay to Expand Digital Wallet Use — Positive
MA PYMNTS — December 11, 2025Mastercard has launched a digital wallet partnership with money movement company TerraPay. This collaboration is designed to provide the latest in digital payment capabilities to Mastercard's wallet partners, which include mobile money wallets, FinTechs and banks, the companies said in a Thursday (Dec. 11) news release.
Oracle (ORCL) plunged over 10% post-Q2 despite strong cloud growth and surging RPO, as investors question AI capex and cash flow sustainability. Cloud Infrastructure revenue soared 68% and RPO exploded 438% to $523B, but heavy capex drove free cash flow negative and raised debt concerns. Management asserts capex is tied to contracted demand, with flexible funding models and near-term RPO conversion expected to support balance sheet health.
Oracle shares are a buying opportunity, analysts say after Q2 results indicate multi-billion-dollar backlog — Positive
ORCL Proactive Investors — December 11, 2025Oracle Corp (NYSE:ORCL, XETRA:ORC) shares may be falling on Thursday morning after soft earnings, but analysts see long-term potential in its record $523 billion AI backlog and accelerating GPU demand. Wall Street analysts largely viewed the weakness as temporary, reflecting heavy investment in AI infrastructure rather than a deterioration in fundamentals.
Law Offices of Frank R. Cruz Encourages DeFi Technologies Inc. (DEFT) Shareholders to Inquire About Securities Fraud Class Action — Neutral
DEFT Business Wire — December 11, 2025LOS ANGELES--(BUSINESS WIRE)--Law Offices of Frank R. Cruz Encourages DeFi Technologies Inc. (DEFT) Shareholders to Inquire About Securities Fraud Class Action.
NEE Stock Trades at Premium Value: Should You Buy, Hold or Sell? — Positive
NEE Zacks Investment Research — December 11, 2025NEE trades at a premium to peers, backed by strong earnings growth, rising demand and a clean energy push.
GSK's Risvutatug Rezetecan Gets FDA's Orphan Drug Tag in Lung Cancer — Positive
GSK Zacks Investment Research — December 11, 2025GSK gains FDA Orphan Drug Designation for risvutatug rezetecan, adding momentum to its fast-advancing solid-tumor pipeline.
DEADLINE ALERT for LRN, PRMB, FCX, and PRGO: The Law Offices of Frank R. Cruz Reminds Investors of Class Actions on Behalf of Shareholders — Neutral
FCX GlobeNewsWire — December 11, 2025LOS ANGELES, Dec. 11, 2025 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies.
GEV investor day confirmed a high demand and earnings growth for the company through 2028 of over 30%. Electric turbines (gas, water, or nuclear) and grid expansion are strategic for AI and the data center buildout. The updated estimates and valuation lead to an increase in my YE26 price target to $907 with a longer-term $1,400 priced at 1.25x PEG.
Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y RPO growth in Q2 FY 2026, confirming robust AI-driven demand outlook. But the combination of rising capex intensity, protracted negative FCF, and widening funding needs has amplified investors' angst over ORCL's ability in accelerating backlog conversion and delivering sustained margin expansion.
Ciena Corporation (CIEN) Q4 2025 Earnings Call Transcript — Neutral
CIEN Seeking Alpha — December 11, 2025Ciena Corporation (CIEN) Q4 2025 Earnings Call Transcript
Imperial Petroleum Inc. (IMPP) Q3 2025 Earnings Call Prepared Remarks Transcript — Neutral
IMPP Seeking Alpha — December 11, 2025Imperial Petroleum Inc. (IMPP) Q3 2025 Earnings Call Prepared Remarks Transcript
Starbucks CEO says the Company 'Lost Our Focus' — Negative
SBUX Wall Street Journal — December 11, 2025At WSJ CEO Council, Starbucks CEO Brian Niccol shared why he believes the coffee company is in the midst of a turnaround. #Starbucks #Coffee #WSJ
FEAM Progresses With LCD Glass Tank Trial Commencement by Customer — Neutral
FEAM Zacks Investment Research — December 11, 20255E advances toward commercialization as its boric acid clears key LCD glass furnace trials with strong early results.
CRMD Up More Than 40% YTD: Time to Buy, Sell or Hold the Stock? — Positive
CRMD Zacks Investment Research — December 11, 2025CorMedix surges on strong DefenCath uptake as sales climb while the Melinta acquisition expands and diversifies its commercial portfolio.
V Gains Loyalty Edge as Collinson & On-us Unlock 1,800+ Airport Perks — Positive
V Zacks Investment Research — December 11, 2025Visa expands its travel appeal as Collinson and On-us unlock instant access to 1,800+ lounges for eligible cardholders.