Stock Market & Financial News
Helium One set to begin commissioning at Galactica-Pegasus project
Helium One Global Ltd (AIM:HE1, OTCQB:HLOGF) has provided an update on the Galactica-Pegasus helium development project in Colorado, USA, where the production facility has now reached substantial completion and commissioning is due to begin this week. Helium One said the gathering system has been successfully pressure tested and tied in to the production facility.
OPEC helped to minimize volatility in oil trade this year: Analyst
Sara Vakhshouri, President of SVB Energy International, says OPEC has been a stabilizing force for the oil markets. She also talks about the other dynamics at play, including growing energy demand, and how that affects electricity prices.
Duke Energy: Not Attractive At Current Price Levels (Rating Downgrade)
Duke Energy has seen its stock price dip as market fears around AI ramp up risk around pick-and-shovel plays that have performed extremely well in 2025. The utility's 5-year capital plan for 2026 to 2030 will see $95 billion to $105 billion invested to drive earnings base growth of at least 8.5% through to 2030. Holders of the investment-grade rated Series A preferreds currently earn a 5.75% current yield versus a 3.7% yield for common shareholders.
Danske Bank Completes U.S. Justice Department Probation Period
Chief Executive Carsten Egeriis said formal processes in relation to the non-resident portfolio at Danske Bank's former Estonia branch have been finalized.
Chariot announces financial close for wind projects in South Africa
Chariot Ltd (AIM:CHAR, OTC:OIGLF) has completed a significant financing package for its investment in the Zen and Bergriver wind generation projects in South Africa. The two projects, with a combined export capacity of 190MW, have reached financial close and are expected to begin construction imminently, with commissioning scheduled for mid-2027.
IYJ: Industrials Dashboard For December
All industrial subsectors except transportation are 27–32% overvalued versus 11-year historical baselines, with transportation near long-term averages. IYJ is not a pure industrial ETF, with only 66% exposure to the industrials GICS sector, higher fees, and lower historical returns than XLI. Eight stocks were cheaper than their peers in December.
STMicro has shipped 5 billion chips for Starlink in past decade; that could double by 2027
STMicroelectronics has shipped more than 5 billion radio-frequency antenna chips to Elon Musk's SpaceX for the Starlink satellite network, and chips delivered under the partnership in the next two years could double that number, a senior executive at the chipmaker told Reuters.
UK watchdog probes EY's 2024 audit of Shell
Britain's Financial Reporting Council said on Monday it had opened an investigation into Ernst & Young's audit of Shell's 2024 financial statements.
Dassault Aviation: European Undervalued Defense Stock With Rafale Upside
Dassault Aviation remains undervalued versus peers, with a buy rating maintained and 14–24% upside potential based on 2026–2027 price targets. DUAVF's Rafale fighter jet pipeline includes potential orders from India, Ukraine, and Switzerland but faces risks from competitive pricing and uncertain defense budgets. Business jet growth is anchored by the Falcon 10X's 2027 entry and expanded US MRO footprint, supporting aftermarket revenue opportunities.
Sanofi Multiple Sclerosis Drug Hit by Double Setback
A U.S. regulatory decision on tolebrutinib will again be delayed while a late-stage trial of the drug for a different form of the disease didn't hit its main goal.
Cardinal Infrastructure: Interesting Infra Play Goes Public
Shares of Cardinal Infrastructure Group surged nearly 40% post-IPO, reflecting investor enthusiasm for its integrated infrastructure growth story. Revenue growth is robust, driven by both organic expansion and acquisitions, though distinguishing between the two remains challenging. Shares now trade at a stretched 30x earnings, as the post-IPO rally has tempered immediate valuation appeal despite a $646 million backlog.
CytomX: Easiest Money May Have Been Made, Although Pipeline Remains Compelling
CytomX has confirmed a Q1'26 readout for additional data from its trial of CX-2051 in colorectal cancer. CTMX also now notes it plans to start combination work with CX-2051 and bevacizumab in Q1'26. Financially, CTMX holds ~$158M pro forma cash, guiding for runway through Q2'27, with further fundraising, such as using the Open Market Sales Agreement, possible.
Natural Gas and Oil Forecast: Oversupply Risks Clash With Geopolitical Tensions
WTI and Brent trade near multi-week lows as oversupply weighs, while geopolitical risks and technical pressure shape near-term oil and natural gas forecasts.
7.8%-Yielding UTF: One Of The Best Infrastructure Income Opportunities I've Seen
The recent sharp pullback in Cohen & Steers Infrastructure Fund (UTF) creates a setup investors rarely see. The market reaction may be far worse than the fundamentals justify. Big monthly income meets a valuation that looks hard to ignore.
lululemon athletica: A Share Price Pop Doesn't Mean Sales Recovery Is Near (Rating Downgrade)
Lululemon Athletica (LULU) is downgraded to Sell following a relief rally driven by the CEO's resignation. Q3 results were buoyed by exceptional China sales. Leadership transition introduces prolonged uncertainty, with meaningful strategic impact unlikely before 2027.
Prosus Stock: Double-Digit Growth With A Bargain Valuation
Prosus N.V. (PROSY) has delivered over 100% stock appreciation since February 2024, far outpacing the S&P 500. PROSY's H1 FY2026 results reinforce expectations of robust double-digit revenue and earnings growth. The stock's valuation remains low, supporting a thesis of continued above-average long-term gains.
QUAL Is High Quality But Not Timely
iShares MSCI USA Quality Factor ETF (QUAL) earns a Hold rating due to its quality focus and relative resilience versus SPY and VOO. QUAL tracks the MSCI USA Sector Neutral Quality Index, emphasizing high ROE, low earnings variability, and low debt-to-equity across 125 holdings. QUAL has underperformed SPY over recent years but is expected to fare better in market downturns due to lower concentration risk.
Roomba Maker Declares Bankruptcy, but Tries to Ease ‘Bricking' Fears
iRobot says that customer service and app functionality won't be disrupted despite the restructuring.
HSBC's $13.6 billion buyout proposal wins Hang Seng Bank board committee's nod
Hong Kong's Hang Seng Bank said on Monday an independent board committee found HSBC's $13.6 billion take-private offer to be fair and reasonable, and recommended its minority investors vote in favour of the proposal.
SolGold Board Backs Jiangxi Copper's Sweetened Takeover Bid
The Chinese state-owned miner has won the support of SolGold's board after making a revised bid that values U.K.-listed company at $1.13 billion
ServiceNow Eyes $7 Billion Deal for Cybersecurity Startup Armis
Workflow automation platform ServiceNow is reportedly in advanced discussions to purchase cybersecurity startup Armis. The deal, which could be worth up to $7 billion, could be announced in the coming days and comes in the wake of Armis' preparations for an initial public offering (IPO), Bloomberg News reported Sunday (Dec.
Equinox Gold: Greenstone Improvements And Valentine Ramp-Up Signal Further Upside
Equinox Gold (EQX) is transitioning to a tier-one jurisdiction producer, driven by Greenstone ramp-up and the Calibre acquisition. Q3 production rose 36% to 236,382 oz, with revenue up 91% and adjusted net income at $147.4 million ($0.19/share). Valentine Mine reached commercial production, targeting 150,000–200,000 oz in 2026; operational improvements and new management are driving performance.
AVEM: Emerging Markets Equities Are Hot
Avantis Emerging Markets Equity ETF (AVEM) has surged over 30% YTD, long term outperforming peers like EEM with superior total returns and narrower drawdowns. AVEM actively overweights technology and Asian equities, particularly China, Taiwan, and India, comprising 77% of holdings. The ETF is unhedged, offering currency upside from dollar weakness, and holds both ADRs and local shares for diversified exposure.
VSDA: A Solid Dividend Aristocrat Alternative To NOBL And SDY
The VictoryShares Dividend Accelerator ETF earns a solid 'hold' rating due to its strong dividend growth and earnings risk features. This article demonstrates why it's superior to NOBL and SDY. In addition to better total returns, VSDA has excellent from a risk-adjusted returns and drawdowns perspective, with its ten-year net income stability as the likely source. However, VSDA is overweight Consumer Staples (33%) and underweight Technology (3%), which leads to concerns about its underlying holdings' earnings growth and momentum statistics.
GXC: China Stocks Still A Solid Play, Low-Teen P/E, Strong Chart
GXC (SPDR S&P China ETF) remains a buy, supported by improving profit expectations and solid year-to-date outperformance versus the S&P 500. The ETF trades at a modest sub-14x P/E, with large-cap, consumer discretionary, and communication services exposures dominating the portfolio. Liquidity is mixed—low average daily volume and wide bid/ask spreads necessitate limit orders, especially near market open.
This Tech Company Is 1 of the Largest Companies by Market Cap. But Is Its Stock a Buy?
Leading AI stock Nvidia tops The Motley Fool's listing of the world's largest companies by market cap. Nvidia anticipates continued growth from Blackwell and its upcoming launch of Rubin.
Roomba maker iRobot files for bankruptcy, will go private
Roomba maker iRobot filed for Chapter 11 bankruptcy Sunday and will turn over its business to a pair of Chinese companies and go private, capping a years-long fall from grace.
Oil Edges Higher Amid Mixed Signals
Oil edged higher in early Asian trading amid mixed signals.
PNC Gets Regulatory OK to Acquire FirstBank
PNC Financial Services has gotten regulatory approval to complete its acquisition of Colorado-based FirstBank. The $4.1 billion deal has now received the go-ahead from the Board of Governors of the Federal Reserve System, the Office of the Comptroller of the Currency (OCC) and the Colorado Division of Banking, PNC said in a Friday (Dec.
iRobot enters Chapter 11, lender to acquire Roomba maker
iRobot said on Sunday that it has started a pre-packaged Chapter 11 bankruptcy process in the district of Delaware.
