December 18, 2025 9:46 am
Key Moments Elliott Investment Management has built a stake exceeding $1 billion in Lululemon Athletica (NASDAQ:LULU), according to a report. Lululemon shares rose 4.5% in premarket trading on Thursday by 04:19 ET following the news. The activist investor is supporting a potential CEO candidate as the company prepares for Chief Executive Calvin McDonald to step […]
Read moreDecember 18, 2025 8:21 am
Key Moments JPMorgan sees strong upside potential for selected European capital goods stocks in 2026. Order backlogs, margin expansion, and strategic positioning drive this view. Specifically, Siemens Energy, Alstom, Siemens, Sandvik, and IMI stand out for solid earnings growth, strong free cash flow, and attractive valuations. Large backlogs support revenue visibility. Alstom exceeds €95 billion, […]
Read moreDecember 18, 2025 7:20 am
Key Moments Jefferies projects gold prices of $4,200/oz in 2026, up from $3,418/oz in 2025. However, it maintains a longer-term assumption of $3,000/oz. Meanwhile, gold miners in Jefferies’ coverage are expected to see wider margins as gold prices outpace growth in all-in sustaining costs. As a result, the firm anticipates higher free cash flow per […]
Read moreDecember 17, 2025 3:15 pm
Key Moments KKR is close to a multibillion-pound deal to sell up to 50% of Viridor to infrastructure investor Equitix, according to The Financial Times. Equitix, already holding 35% of Viridor’s energy subsidiary, has emerged as the leading bidder and may initially take a minority stake with an option to reach 50%. KKR has been […]
Read moreDecember 17, 2025 1:52 pm
Key Moments Warner Bros Discovery is expected to advise shareholders to reject Paramount Global’s $108bn hostile takeover bid. Meanwhile, Netflix has secured board backing for an $82.7bn agreement, while Paramount is pressing a $30-per-share cash offer. At the same time, Donald Trump has fueled political controversy by criticizing CNN and commenting on CBS and “60 […]
Read moreDecember 17, 2025 1:34 pm
Key Moments RBC Capital raised Airbnb (NASDAQ:ABNB) to Outperform after more than four years with a neutral stance. The firm increased its price target on Airbnb shares to $170 from $145, based on a 22x 2026 EV/EBITDA valuation. RBC highlighted Airbnb’s brand, first-party data, and hotel expansion as key drivers, while flagging growth, pricing, AI, […]
Read moreDecember 17, 2025 11:01 am
Key Moments Broadcom’s recent 16% slide has intensified risk aversion and heightened interest in AI-based stock selection tools. InvestingPro’s ProPicks AI strategies identified several stocks delivering December gains of more than 24%. Fortrea Holdings was flagged by the AI model on October 1, with subsequent performance supported by earnings strength, upgraded guidance, and operational improvements. […]
Read moreDecember 17, 2025 10:23 am
Key Moments OpenAI is reportedly in discussions with Amazon (NASDAQ:AMZN) to raise $10 billion or more, according to The Information. The potential funding round would value OpenAI at over $500 billion, reflecting sustained investor demand for leading AI players. Amazon shares rose 1.4% in premarket trading by 04:53 ET on Wednesday following the report. Reported […]
Read moreDecember 17, 2025 9:53 am
Key Moments Ford Motor canceled a 9.6 trillion won (approximately $7.2 billion) battery supply contract with LG Energy Solution. The original 2024 agreement has now officially ended. LG Energy Solution cited Ford’s EV production halt, policy changes, and revised demand forecasts as the reasons for ending the deal. Overview of the Contract Termination LG Energy […]
Read moreDecember 17, 2025 9:09 am
Key Moments Nvidia plans to construct the largest server farm in Israel. The total project cost will likely reach approximately 4.84 billion shekels ($1.5 billion), covering both building and computing equipment. Nvidia expects to complete the facility roughly 18 months after signing the agreement. Planned Server Farm in Israel Investing.com – Nvidia intends to establish […]
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