Stock Market & Financial News
Resolution expands Horse Heaven gold discovery - ICYMI
Resolution Minerals Ltd (ASX:RML, OTC:RLMLF) earlier this week released further assay results from its maiden drilling program at the Horse Heaven project in Idaho, confirming broad zones of gold mineralisation and outlining plans for an expanded 2026 campaign. The company said the latest results came from six diamond holes totalling 1,600 metres of drilling at the Golden Gate target.
London BTC Company sets sights on larger US mining fleet and potential Nasdaq dual listing
London BTC Company Ltd (LSE:BTC, OTCQB:VINZF) has outlined expansion plans that would lift its North American mining fleet by about 30% next year, taking it to roughly 1,500 ASIC machines. The group, which already operates around 1,100 miners across the US and Canada, said it intends to fund the increase from its debt-free balance sheet, aiming to boost hashrate and grow the bitcoin held in treasury.
Alphabet And Amazon Proving Potential GPU Dominance Is Nvidia's Achilles Heel
Alphabet And Amazon Proving Potential GPU Dominance Is Nvidia's Achilles Heel
SoftBank's Arm plans to set up chip design facility in South Korea
South Korea's industry ministry and SoftBank's chip unit, Arm Holdings, have signed an agreement to strengthen the country's semiconductor and Artificial Intelligence sectors, a presidential policy adviser said on Friday.
IMAX Corporation (IMAX) Analyst/Investor Day Transcript
IMAX Corporation (IMAX) Analyst/Investor Day Transcript
Solis Minerals reveals 3D model for Cucho Project - ICYMI
Solis Minerals Ltd (ASX:SLM, TSX-V:SLMN, OTCQB:SLMFF) earlier this week released 3D geophysical modelling for the Cucho Project in Peru, confirming drill targets ahead of a planned 2026 campaign. The company said the model integrates historic datasets including seven drill holes, geochemical mapping, and geophysical surveys.
Reckitt Benckiser Group Plc. ADR (RBGLY) Focus On Emerging Markets: Growth Opportunities and Strategic Capabilities Discussion Transcript
Reckitt Benckiser Group Plc. ADR (RBGLY) Focus On Emerging Markets: Growth Opportunities and Strategic Capabilities Discussion Transcript
Imugene hits 82% response rate in blood cancer trial - ICYMI
Imugene Ltd (ASX:IMU, OTC:IUGNF) earlier this week reported new clinical data from its Phase 1b trial evaluating azer-cel in patients with diffuse large B-cell lymphoma (DLBCL), including those who had previously failed CAR-T therapies. The company said the trial has achieved an 82% overall response rate in the CAR-T-fail population, with every patient experiencing either a complete response or partial response.
ServiceTitan, Inc. (TTAN) Q3 2026 Earnings Call Transcript
ServiceTitan, Inc. ( TTAN ) Q3 2026 Earnings Call December 4, 2025 5:00 PM EST Company Participants Jason Rechel - Investor Relations Head Ara Mahdessian - Co-Founder, Chairman of the Board & CEO Vahe Kuzoyan - Co-Founder, President & Director Dave Sherry - Chief Financial Officer Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Josh Baer - Morgan Stanley, Research Division David Hynes - Canaccord Genuity Corp., Research Division Dylan Becker - William Blair & Company L.L.C., Research Division Scott Berg - Needham & Company, LLC, Research Division J.
Swiss Re Targets Higher Profit in 2026; Sets Out Buyback Program
The group continues to aim for annual dividend per share growth of 7% or more over next two years and to complement this with an annual share buyback program starting in 2026.
Nvidia's Huang not that comfortable with success, says author
This year's FT and Schroders Business Book of the Year has been awarded to Stephen Witt's "The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip", for its unprecedented access and insight into the making of one of the most consequential CEOs and companies of our time.
PLTY: Consistently Generates Decent Distribution Yields
YieldMax PLTR Option Income Strategy ETF delivers robust distribution yields, outperforming its share price decline despite market corrections. PLTY's NAV remains resilient, with minimal erosion, even as PLTR volatility impacts share price; income generation remains the core investment rationale. Total distributions for 2025 have significantly exceeded share price losses, supporting PLTY's effectiveness as a covered call ETF for income-focused investors.
Natural Gas and Oil Forecast: Rising Channels and Geopolitical Tensions Shape Prices
Geopolitical tensions and supply risks push oil higher while Natural Gas holds a rising channel. Key resistance tests signal major moves ahead.
Rubrik, Inc. (RBRK) Q3 2026 Earnings Call Transcript
Rubrik, Inc. ( RBRK ) Q3 2026 Earnings Call December 4, 2025 5:00 PM EST Company Participants Melissa Franchi - Head of Investor Relations Bipul Sinha - Co-Founder, CEO & Chairman Kiran Choudary - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Bank PLC, Research Division Matthew Martino - Goldman Sachs Group, Inc., Research Division Fatima Boolani - Citigroup Inc. Exchange Research John DiFucci - Guggenheim Securities, LLC, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Eric Heath - KeyBanc Capital Markets Inc., Research Division Gregg Moskowitz - Mizuho Securities USA LLC, Research Division Thomas Ingham - CIBC Capital Markets, Research Division Junaid Siddiqui - Truist Securities, Inc., Research Division Keith Bachman - BMO Capital Markets Equity Research Shrenik Kothari - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the Rubrik Third Quarter Fiscal Year 2026 Results Conference Call.
BETA Technologies, Inc. (BETA) Q3 2025 Earnings Call Transcript
BETA Technologies, Inc. ( BETA ) Q3 2025 Earnings Call December 4, 2025 8:30 AM EST Company Participants Devon Rothman Kyle Clark - Founder, CEO, President & Director Herman Cueto - Chief Financial Officer Conference Call Participants Anthony Valentini - Goldman Sachs Group, Inc., Research Division Kristine Liwag - Morgan Stanley, Research Division Ronald Epstein - BofA Securities, Research Division Sheila Kahyaoglu - Jefferies LLC, Research Division John Godyn - Citigroup Inc., Research Division Christopher Pierce - Needham & Company, LLC, Research Division Andre Madrid - BTIG, LLC, Research Division Presentation Operator Welcome to the Beta Technologies Third Quarter 2025 Earnings Conference Call. [Operator Instructions] I will now turn the call over to Devon Rothman, Head of Investor Relations.
Netflix Wins Warner Bros. Discovery Bidding War And Starts Exclusive Talks, Reports Say
Bloomberg and Variety reported that Paramount Skydance has cried foul over the sales process, labeling it “tainted”. In a letter sent to Warner's CEO David Zaslav, Paramount's attorneys alleged that Warner's board had “embarked on a myopic process with a predetermined outcome that favors a single bidder,” refering to Netflix.
UWM Holdings Pays You To Wait For A Recovery In The Housing Market
UWM Holdings Corporation is the top US mortgage lender, yet its stock has underperformed, declining 14% over the past year. I see 2026 as a potential inflection point for UWMC, with normalization in the housing market and lower rates supporting volume growth. UWMC faces material risks: a sub-investment grade BB- debt rating, heavy reliance on short-term funding, and concentrated ownership.
Forget IonQ: Alphabet is a Much Better Bet on Quantum Computing.
IonQ has seen revenue surge 222% in the latest quarter, and its stock price has soared as it progresses in the quantum computing market. Alphabet is mainly known for its Google platforms and cloud business -- but it's also developing quantum computing technology.
Why Is Wall Street So Bearish on Tesla? There's 1 Key Reason.
Tesla is witnessing increasing cost pressures across its business. Despite increasing optimism about its robotaxi and Optimus humanoid robot businesses, near-term revenue visibility appears limited.
RFMZ: The Return Is Largely Return Of Capital
RiverNorth Flexible Municipal Income II aims to exploit CEF discounts in the municipal bond space but delivers sub-market, unattractive income. RFMZ's 7.9% distribution is misleading; only 3.16% is true income, with the rest being return of capital—well below competing muni funds. The fund's strategy of capturing CEF discount-to-NAV reversion has not worked in practice, as evidenced by persistently low real yields.
Molina Healthcare: Investor's Eye 2026 Repricing, Amid Ongoing Buybacks
Molina Healthcare faces a 2025 margin collapse due to elevated medical costs, but sector-wide premium hikes are expected to restore profitability in 2026. MOH is structurally insulated from Medicare Advantage regulatory risks, with earnings less exposed to CMS audit and coding volatility than larger peers. Shares trade at depressed valuations (NTM EV/EBITDA 6.6x, 2026 FCF yield 11-12%), and management is executing opportunistic buybacks at these levels.
Ulta Beauty says its bet on K-beauty is paying off
Ulta Beauty has been making a strong push into K-Beauty, and it appears to be paying off. CEO Kecia Steelman said that K-beauty is driving sales and bringing in new customers.
EchoStar: Fair For Its Operations, SpaceX For Free
EchoStar Corporation is rated Buy, driven by transformative deals with AT&T and SpaceX that significantly improve its capital structure and strategic positioning. SATS's hybrid MNO model leverages AT&T's infrastructure and SpaceX's satellite network, transitioning Wireless to a capital-light, scalable business with reduced overhead. Pending regulatory approval of the AT&T and SpaceX deals is critical; successful closure enables material debt reduction and a potential $8.5B equity stake in SpaceX.
Warner Bros. Discovery and Netflix Enter Exclusive Deal Negotiations
Move comes after the latest round of bids for the media company. Paramount and Comcast also made offers.
Mastercard: Becoming A Data Analytics Business
Mastercard has underperformed the S&P 500 and Magnificent 7 YTD; yet, its forward price-to-earnings multiple has contracted 10–15%. Value Added Services segment is growing at 25% YoY, outpacing the Payment Network's 12% YoY growth. VAS revenue nearly doubled from $1.77B (Q1/22) to $3.42B (Q3/25), with growth accelerating from recent acquisitions.
Exclusive: Baidu's Kunlunxin, valued at close to $3 billion, eyes Hong Kong IPO, sources say
Kunlunxin, the AI chip unit of Chinese internet search giant Baidu , is planning an initial public offering in Hong Kong, having recently completed a fundraising that valued it at 21 billion yuan ($2.97 billion), three people familiar with the matter told Reuters.
6 Reasons To Buy Sprouts Farmers Market Stock
Sprouts Farmers Market is rated a cautious Buy after a 50%+ decline from its June 2025 high. SFM's fundamentals remain strong: high ROE (37%), minimal debt, robust cash flow, and exposure to a growing health-focused grocery niche. Near-term EPS could benefit from aggressive buybacks, a newly launched loyalty program, and a forward P/E of 14.7x, below historical averages.
Jacobs: Multi-Year Growth Driven By Strong Backlog And Increasing AI Infrastructure Demand
Jacobs Solutions is rated a buy, supported by a record $23.1B backlog and robust multi-year revenue growth visibility. J benefits from structural demand drivers like AI-powered data center buildouts, reshoring in pharma/semis, and expanding global infrastructure pipelines. Margin expansion is expected as higher-margin backlog converts, global delivery scales, and AI/digital tools enable premium pricing and operational efficiencies.
Apple Departures Point to Challenges for iPhone's Dominance
Four top lieutenants have left the past 12 months while dozens of others defect to rivals.
ETHA: Ethereum's Stablecoin Story Is Improving
Ethereum is seeing year-over-year growth in users and transactions. Though fees continue to decline broadly. From a valuation standpoint, Ethereum's 1,400x fees multiple puts ETH near its all-time high P/F valuation. MCap/TVL is a bit better at just over 5x. While still totally dominant in the ETF market, ETHA isn't a 'buy' until the SEC allows for asset staking.
