Stock Market & Financial News
Sembcorp Industries to acquire Australian energy firms for $4.32 billion
Sembcorp Industries said on Thursday its unit will buy two Australian energy entities, Pioneer Sail Holdings and Latrobe Valley Power (Holdings), from Chow Tai Fook Enterprises and Pioneer Sail for an enterprise value of A$6.5 billion ($4.32 billion).
MFE's Berlusconi favours Paramount bid for Warner Bros in streaming shake-up
Pier Silvio Berlusconi, chief executive of European broadcaster MFE-MediaForEurope , said he would prefer Paramount's Skydance rather than Netflix as a buyer for Warner Bros Discovery , arguing the move would boost competition in the streaming industry.
Dino Polska: Real Problem Or Opportunity?
Dino Polska is rated a buy due to its founder-led execution, strong expansion pace, and robust capital reinvestment strategy. DNOPY's growth is driven by rapid store openings—projected at 320-330 in 2025—and vertical integration, supporting mid-teens sales and EBITDA growth. Recent share price weakness stems from erratic LFL growth below inflation and limited management communication, but the long-term thesis remains intact.
STEW: Discounted Valuation Justifies A Buy
SRH Total Return Fund offers a concentrated, value-driven portfolio with a 4.5% dividend yield and strong dividend growth. STEW trades at a 21.1% discount to NAV, near the widest in a decade, presenting a compelling entry point. The fund's top ten holdings comprise over 88% of assets, introducing concentration risk, especially in diversified and financial sectors.
This stock Michael Burry warned about just crashed 12% overnight
On November 10, 2025, the so-called ‘Big Short' investor Michael Burry criticized some of the leading tech companies on X, accusing them of artificially boosting their earnings in “one of the more common frauds of the modern era.”
Micron Stock Has Gained More Than 200% This Year. Why Experts See Additional Record Highs on the Horizon.
One of the hottest AI stocks appears to have more room to run.
PAR Technology: The Reset Is Done, Now Execution Decides The Stock
PAR Technology now trades at a reset valuation near 4x revenue, presenting an attractive entry after operational noise earlier this year. Q3 results showed 22% ARR growth to $298M, 25% subscription revenue growth, and improving attach rates, reinforcing confidence in PAR's platform adoption. Execution on large customer rollouts, especially with RBI brands, and maintaining mid-teens organic ARR growth are crucial for near-term rerating.
Walmart is one of the last major retailers that still doesn't accept Apple Pay. It probably won't anytime soon, either.
Walmart has maintained its stance on avoiding NFC-based payments, such as Apple Pay and Google Pay. Other major retailers have increasingly accepted the tech as the norm.
CVR Partners: A Commodity Dividend, A Unique Value Proposition
CVR Partners, LP is a buy, offering undervalued exposure to nitrogen fertilizer with strategic Midwest facilities and unique feedstock flexibility. UAN's dual-input Coffeyville facility and capacity expansion initiatives provide a durable competitive advantage, supporting long-term utilization targets around 95%. The partnership structure delivers high, albeit volatile, distributions tied to commodity cycles, with tax-advantaged potential for certain investors.
Oracle Can't Escape OpenAI's Shadow
The ChatGPT parent still accounts for most of the software company's revenue backlog.
East Star signs joint venture deal with Xinhai for Verkhuba copper project development
East Star Resources PLC shares shone 17.5% brighter at 3.47p after it entered a binding heads of agreement to establish a joint venture for the development of the Verkhuba copper deposit in Kazakhstan. The deal is with Hong Kong-based Xinhai Mining Services, an engineering and construction firm, which will fund the entire development of the project in stages, with an estimated total investment of US$65 million.
My Taiwanese immigrant friend worked in Walmart for minimum wage and retired at 87 with $2 million. What was her secret?
“She owns two houses and lives with a disabled son.”
ADX Vs. USA: Why I Am Buying The Winner And Selling The Loser
ADX earns a 'Buy' rating, outperforming USA, which is rated 'Sell' due to persistent underperformance. In this article, you will find out why the two legendary closed-end funds, ADX and USA, are fundamentally different despite initially seeming like 'twins.' I will examine the reasons why investing in ADX remains profitable today, while USA will likely 'eat up' your capital.
Amazon plans a new 'rush' pickup service as it doubles down on rapid delivery
Amazon is working on a new "rush" pickup service for one-hour in-store collection. The service aims to boost rapid delivery and leverage Amazon-owned stores such as Whole Foods.
Satsuma shares jump after board overhaul and £40m Bitcoin sale
Satsuma Technology PLC (LSE:SATS) shares rose as much as 28% in early trading after the company announced proposed board changes and the sale of 579 Bitcoin, raising net proceeds of about £40mn. The company said the moves form part of preparations for a planned uplisting to the Financial Conduct Authority's Official List and trading on the London Stock Exchange's main market.
Oracle shares plummet 11% in premarket, dragging down AI stocks
Oracle shares sank on Wednesday after revenue earnings missed analyst expectations. The database software maker extended losses on Thursday.
Bank of America Corporation (BAC) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
Bank of America Corporation (BAC) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
Allergy Therapeutics steadies finances as it eyes Hong Kong listing
Allergy Therapeutics PLC (AIM:AGY, OTC:AGYTF) has posted broadly steady annual results and outlined plans that point to a busier year ahead, including the possibility of a second stock market listing in Hong Kong. The biotechnology group, which develops treatments designed to reduce sensitivity to common allergens such as grass pollen and peanuts, reported revenue of £55 million for the year to 30 June, almost unchanged from the previous year's £55.2 million.
Main Street Capital: Wait For Better Entry, But Large Premium Valuation Justified
Main Street Capital remains a resilient BDC, offering a 6.9% dividend yield and consistent monthly payouts, underpinned by strong portfolio performance. MAIN trades at an 88.87% premium to NAV, above its five-year average, justifying a hold rating despite solid Q3 results and NAV growth. Net investment income covers dividends at 132%, supporting both regular and supplemental distributions, with management confident in future earnings stability.
Global Markets Fall as Oracle Selloff Drags Tech Stocks
A slump in Oracle's shares aftermarket returned investors' focus to the sustainability of the AI-led boom, dragging down markets in Asia and Europe.
Exclusive: Prada to launch $930 ‘Made in India' sandals after backlash
Prada will make a limited-edition collection of sandals in India inspired by the country's traditional footwear, selling each pair at around 800 euros ($930), Prada senior executive Lorenzo Bertelli told Reuters, turning a backlash over cultural appropriation into a collaboration with Indian artisans.
Ilika shares up 4% as it ships new Goliath battery prototypes
Shares in Ilika PLC (AIM:IKA, OTCQX:ILIKF) rose 4% to 44.2p after the solid-state battery developer began shipping its latest 10Ah Goliath prototypes, a step the company said keeps it on schedule for commercialisation. The new cells, aimed at customers across several industries, including automotive, offer five times the capacity of the 2Ah versions released in July 2024.
Google's AI unit DeepMind announces its first 'automated research lab' in the U.K.
Google DeepMind unveiled plans for its first "automated research lab" in the U.K. on Thursday. The lab will use AI and robotics to run experiments and will open next year, giving British scientists priority access to some of the world's most advanced AI tools, the U.K. government said.
The Gabelli Small Cap Growth Fund Q3 2025 Contributors And Detractors
During Q3 2025, Gabelli Small Cap Growth Fund underperformed the Russell 2000 Total Return Index, S&P SmallCap 600 Total Return Index, and Lipper Small-Cap Core Funds Average. The better performing stocks in (y)our portfolio included Mueller Industries, Inc., Gorman-Rupp Co., and GATX Corp. Detractors from (y)our fund's performance included Ryman Hospitality Properties, Inc., Badger Meter, Inc., and Herc Holdings, Inc.
ASML's Moat Makes It A Must-Have AI Play - Even If The Entry Point Isn't Perfect
ASML Holding remains a must-own AI portfolio position, boasting an unrivaled EUV lithography moat and diversified customer base. Despite a premium valuation (~38x forward PE), ASML's risk-reward is compelling due to stable demand, a robust order book, and limited competitive threats. High-NA system adoption, advanced packaging wins, and strong installed base sales underpin resilient growth, though cyclicality and geopolitical risks persist.
Exclusive: Thyssenkrupp to close electrical steel sites as Asian imports put additional 1,200 jobs at risk
Thyssenkrupp's steel unit said it will temporarily shut down production of electrical steel in Europe, a key material used in wind turbines and power grids, blaming cheap imports from Asia that it warns are putting an additional 1,200 jobs at risk.
Duolingo: Clear Market Mispricing And Durable Engagement
Duolingo is rated a Strong Buy after a 65% decline, with market overreaction to user growth and AI fears creating a mispricing opportunity. DUOL's data monopoly, high engagement, and expansion into non-language verticals position it for durable growth despite short-term volatility and AI-driven course quality concerns. Management's shift to prioritizing long-term user growth and ROI aligns with patient, risk-tolerant investors seeking exposure to a speculative, high-upside education technology leader.
Exclusive: Mexico tariff hike to hit $1 billion India car exports despite automaker lobbying
Mexico's decision to raise tariffs as high as 50% will affect $1 billion worth of shipments from major Indian car exporters, including Volkswagen and Hyundai, despite industry lobbying to persuade New Delhi to prevent such a move, according to two sources and a letter from an industry group reviewed by Reuters.
Waymo recalls and fixes over 3,000 vehicles over software issue, NHTSA says
Alphabet unit Waymo recalled 3,067 of its vehicles in the United States over a software issue which was fixed through an update, the National Highway Traffic Safety Administration (NHTSA) said on Thursday.
US phone imports from Samsung hub Vietnam hit lowest level since 2020
U.S. imports of telephones and parts from Vietnam, one of its top suppliers, fell to their lowest levels in more than five years in November, according to official Vietnamese data, as exporters led by Samsung Electronics faced trade uncertainties and slowing consumer demand.
