$Honda(HMC)$ , $Nissan Motor Co., Ltd.(NSANY)$ and Mitsubishi may engage in merger and reorganization related matters.Honda is considering a variety of options including merger, capital cooperation or the establishment of a holding company.In fact, the two companies began to explore cooperation in March this year, and in August carried out a comprehensive business cooperation on the generalization of in-vehicle software and components and other consultations, Mitsubishi Motors has also expressed the desire to cooperate.Merger rumorsAccording to Nikkei News, Honda and Nissan are preparing to start negotiations on a merger, and plans to eventually bring Mitsubishi into the holding company's fold, Nissan is

Recent trading in $Broadcom(AVGO)$ has been full of FOMO sentiment, and it's pulling down $NVIDIA(NVDA)$ as well.Why are investors so worried about not getting on board?Broadcom has had a strong last two yearsBroadcom (AVGO)$ has had a great last two years, doubling its share price in 2023 and soaring in 2024.Integrating VMware into the business this year was a big deal.Although the integration process was a bit controversial, and was criticized for raising prices and discontinuing some free services, it was good for shareholders.After the integration, VMware's operating expenses were cut in half and gross margins reached 70%.Broadcom's results were stunning, with f

Against the backdrop of the current record highs in the market, investors are increasingly concerned about the valuation situation of U.S. stocks.Multi-dimensional comparative analysis of U.S. stock valuationsDynamic Valuation $.SPX(.SPX)$ The current dynamic P/E ratio of 22.7x is not far from the previous high of 23.4x (2020/9/2), is 1.8x standard deviation above the average of 16.6x since 1990, and is in the 94th percentile of its historical score.The static P/E ratio is even at 27.3x.Dow Jones, NASDAQ, Mag6 ( $Meta Platforms, Inc.(META)$ $Apple(AAPL)$ $Amazon.com(AMZN)$ $Microsof

$Gaming Post (GME)$ The company's earnings for Q3 2024 were announced on December 10th.The company is one of the leading meme stocks, so earnings results are not a major factor in the stock price.The recent performance has also led many investors with heavy speculative sentiment to question Roaring Kitty's influence.Financials vs. market expectationsKey Financials:Net sales: GameStop reported net sales of $860 million in 3Q2024, down 20% from the same period last year and missing market expectations of $888 millionNet Profit: the company reported a profit of $17.4 million, successfully reversing a loss of $3.1 million in the same period last year, and adjusted EPS of $0.06, beating market expectationsMarket Expectations:Analysts were generally expecti

$Ollie's Bargain Outlet Holdings, Inc.(OLLI)$ The company reported Q3 FY2024 results after the bell on December 10th, and while performance was generally in line with expectations, the challenging economic environment left revenues slightly below market expectations, but the good news is that operational efficiencies improved andmargins exceeded market expectations and investor sentiment was upbeat, surging 13% in December 10 trading.Shares are near all-time highs.This quarter, the market has been very divergent in its approach to the superstore category, consistently favoring headline outperformers such as $Walmart (WMT)$, which has also allowed it to reach record highs in a row, but also punishing

Shares of $Hershey(HSY)$ oared 11% on Monday after Bloomberg reported that $Mondelez(MDLZ)$ is evaluating a potential takeover of the chocolate maker and has made a preliminary offer.Of course, the deliberations are in the early stages, and it's uncertain whether the talks will lead to a deal.Interestingly, back in August, $Kellanova(K)$ was bought by Mars at a premium, and at that time there were also bids from MDLZ, as well as HSY, $Pepsi(PEP)$ and other food giants.Now MDLZ wants to buy HSY, and it feels like it's very intent on doing so!How is this case likely?This isn't the first time MDLZ has made a solicitation for HSY

$Oracle(ORCL)$ announced its financial results for Q2 FY2025 on Dec. 9. The company was down more than 9% after hours due to miss Q2 results and weaker-than-expected guidance, and was one of the relatively worse-performing cloud services companies in this earnings season.Key FinancialsFinancial OverviewOperating income was $14.06 billion, up 9% year-over-year, slightly below market expectations of $14.12 billion.But the growth rate accelerated compared to the previous quarter's 7% year-over-year increase.Adjusted EPS came in at $1.47, up 9.7% year-over-year, again below the market's estimate of $1.48, compared to 17% year-over-year growth in the prior-year quarter.Business Performance by SegmentCloud Services and Licensing Support: revenue for thi

With the recent flurry of software growth stock earnings reports, many of which jumped after the results were announced, and most of which have lost half or more of their highs in market capitalization over the past two years in a high interest rate environment, there may be several reasons for the reversal in market sentiment:Earnings reversal.The main commonality is AI's improvement in company efficiency, especially those where AI can directly lead to revenue improvement, as evidenced by earnings growth rebound, guidance improvement, etc., and often these are also the ones with the biggest Surprise, and investors will be more likely to buy into them;Billing in anticipation of interest rate cuts.Growth stocks are more sensitive to interest rates, and now that we're entering a cycle of rat

With the recent flurry of software growth stock earnings reports, many of which jumped after the results were announced, and most of which have lost half or more of their highs in market capitalization over the past two years in a high interest rate environment, there may be several reasons for the reversal in market sentiment:Earnings reversal.The main commonality is AI's improvement in company efficiency, especially those where AI can directly lead to revenue improvement, as evidenced by earnings growth rebound, guidance improvement, etc., and often these are also the ones with the biggest Surprise, and investors will be more likely to buy into them;Billing in anticipation of interest rate cuts.Growth stocks are more sensitive to interest rates, and now that we're entering a cycle of rat

With the recent flurry of software growth stock earnings reports, many of which jumped after the results were announced, and most of which have lost half or more of their highs in market capitalization over the past two years in a high interest rate environment, there may be several reasons for the reversal in market sentiment:Earnings reversal.The main commonality is AI's improvement in company efficiency, especially those where AI can directly lead to revenue improvement, as evidenced by earnings growth rebound, guidance improvement, etc., and often these are also the ones with the biggest Surprise, and investors will be more likely to buy into them;Pricing in anticipation of rate cuts.Growth stocks are more sensitive to interest rates, and now that we're entering a cycle of rate cuts, t