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Tail risks and equities are rising in tandem, says Clockwise's James Cakmak on tech trade in 2026
Youtube· 2025-12-30 03:11
If the MAG7 stocks are getting ready to decouple, which names could be a best bet for 2026. With us now is James Chuckmuk, portfolio manager at Clockwise Capital. James, it's great to talk to you.So, Mack did a great job there of sort of laying out why we're going to see this big gap widen. Which of these companies do you think is still set to take on the debt and still demonstrate to investors that there was a reason to get in. Yeah, I mean we own pretty much all of the Max 7 and and then some.Um but at th ...
EQS-PVR: Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
Markets.Businessinsider.Com· 2025-12-30 03:09
EQS Voting Rights Announcement: ADTRAN Holdings, Inc.Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution 29.12.2025 / 20:09 CET/CESTDissemination of a Voting Rights Announcement transmitted by EQS News - a service of EQS Group.The issuer is solely responsible for the content of this announcement.Notification of Major Holdings1. Details of issuerName: Adtran Holdings, Inc.Street: 901 Explorer Boulevar ...
Here's Why The Drop In IREN Stock Makes No Sense
247Wallst· 2025-12-30 03:08
IREN (NASDAQ:IREN) looked like an unstoppable growth stock from April to the end of October, gaining more than 1,000% during that stretch. ...
Wall Street Retreats in Year-End Trading Amid Profit-Taking and AI Sector Scrutiny
Stock Market News· 2025-12-30 03:07
U.S. equities experienced a downturn in afternoon trading on Monday, December 29, 2025, as investors engaged in profit-taking during a holiday-shortened week, cooling off from recent rallies. Major market indexes were broadly lower, with particular pressure on heavyweight technology stocks, while the energy sector showed resilience. This cautious sentiment prevails as the market approaches the close of a tumultuous yet ultimately rewarding year, with an eye on key economic data and policy decisions slated f ...
Will PG's Focus Markets Offset Weakness in Baby Care and China?
ZACKS· 2025-12-30 03:06
Key Takeaways PG's Focus Markets deliver about 80% of sales and 90% of after-tax profit, anchoring its growth strategy.PG posts modest 1Q26 gains, with China organic sales up 5% and Europe flat amid strength in France and Spain.PG is rolling out Baby Care innovations this fall, including Pampers updates, to counter flat organic sales.The Procter & Gamble Company (PG) continues to prioritize on expanding across the international markets, as a core pillar of its growth strategy. This reflects the company’s ba ...
Is Plug Power's $700M Revenue Target for 2025 Within Reach?
ZACKS· 2025-12-30 03:06
Key Takeaways PLUG targets about $700M in 2025 revenues after posting $484.7M in the first nine months of the year.PLUG's electrolyzer revenues jumped 61% year over year in the first nine months of 2025.PLUG needs about $215M in Q4 as declining legacy product demand offsets electrolyzer growth.Plug Power Inc. (PLUG) has set an ambitious goal for 2025, aiming to generate approximately $700 million in revenues as demand for hydrogen-based solutions continues to grow. In the first nine months of 2025, the comp ...
Artivion Continues Building Toward Bigger And Better Things
Seeking Alpha· 2025-12-30 03:04
A lot of the value I see at Artivion ( AORT ) still lives in the clinic and is dependent upon clinical results, FDA approvals, and successful commercialization, but the company does continue to execute well, building confidence in the longer-term execution story.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I ...
Deadline Approaching: SLM Corporation (SLM) Shareholders Who Lost Money Urged to Contact Law Offices of Howard G. Smith
Businesswire· 2025-12-30 03:02
BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith reminds investors of the upcoming February 17, 2026 deadline to file a lead plaintiff motion in the case filed on behalf of investors who purchased SLM Corporation a/k/a Sallie Mae ("SLM†or the "Company†) (NASDAQ: SLM) securities between July 25, 2025 and August 14, 2025, inclusive (the "Class Period†). IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN SLM CORPORATION (SLM), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO PARTICIPATE IN. ...
Decoding NextEra Energy's Options Activity: What's the Big Picture? - NextEra Energy (NYSE:NEE)
Benzinga· 2025-12-30 03:01
High-rolling investors have positioned themselves bullish on NextEra Energy (NYSE:NEE), and it's important for retail traders to take note.\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in NEE often signals that someone has privileged information.Today, Benzinga's options scanner spotted 9 options trades for NextEra Energy. This is not a typical pattern.The sentiment among ...
Check Out What Whales Are Doing With NFLX - Netflix (NASDAQ:NFLX)
Benzinga· 2025-12-30 03:01
核心观点 - 大额资金投资者对Netflix采取了看涨的期权交易策略 今日监测到63笔不寻常的期权交易 表明可能有知情交易活动 [1][2] - 尽管整体市场情绪分歧 但看跌期权交易总额远高于看涨期权 看跌期权总额为11,619,605美元 看涨期权总额为2,220,220美元 [3] - 分析师对Netflix的平均目标价为129.3美元 但评级与目标价分歧较大 范围从105美元到152美元不等 [12][13] 期权交易活动分析 - 监测到63笔不寻常的期权交易 其中20笔为看跌期权 43笔为看涨期权 [2][3] - 大额交易者情绪分化 38%看涨 36%看跌 [3] - 过去一个季度 大玩家关注的股价区间在50.0美元至200.0美元之间 [4] - 过去30天 期权交易活动集中在50.0美元至200.0美元的行权价范围内 [5][6] - 列举了部分重大期权交易 例如一笔行权价102.00美元、到期日2026年1月9日的看跌期权交易 总交易额达10.4百万美元 [9] 公司基本面与市场表现 - 公司采用相对简单的商业模式 专注于流媒体服务 在全球拥有超过3亿订阅用户 在中国以外市场几乎全覆盖 [10] - 公司于2022年推出了广告支持订阅计划 业务拓展至广告市场 [10] - 当前股价为94.0美元 日内下跌0.5% 交易量为14,658,769股 [15] - RSI指标显示该股可能处于超卖状态 [15] - 预计22天后发布财报 [15] 分析师观点汇总 - 过去一个月 5位行业分析师给出了平均129.3美元的目标价 [12] - 分析师评级不一 Canaccord Genuity维持买入评级 目标价152美元 Rosenblatt下调至中性评级 目标价105美元 Needham给予买入评级 目标价150美元 Pivotal Research下调至持有评级 目标价105美元 Jefferies维持买入评级 目标价134美元 [13]