Abstract from FB-Stock In - 🔥 AI infrastructure is becoming a battle for power capacity. The valuations across the sector are honestly wild when you compare them on a per-watt basis: • #CRWV CoreWeave $57B market cap, 3.5 GW contracted → about $16 per watt • NBIS Nebius $44B market cap, 2+ GW contracted and targeting 3 GW → about $15 per watt • IREN $19B market cap, 5 GW secured power → about $3.80 per watt • #MARA Mara $4.87B market cap, 2.2 GW pipeline → about $2.22 per watt • #HUT Hut 8 $11B market cap, 597 MW contracted with an 8.4 GW pipeline → about $1.18 per watt contracted • #KEEL Soluna $2.4B market cap, 2.2 GW pipeline → about $1.09 per watt • #VIVO VivoPower $50M market cap, 358 MW operational + near-term pipeline → about $0.14 per watt The market is rewarding companies that alr
If the Iran conflict continues, typically: Oil stocks / oil ETFs → up Airlines, tech, consumer stocks → down Defense stocks → up Despite the overall red market on Friday, a few sectors actually held up or went green. The money rotated into “war + inflation” sectors. Why it went up: Oil surged above $90/barrel because of the Iran conflict and supply risk. Examples of stocks moving up : Chevron ↑ about 2% Exxon Mobil slightly up BP ↑ nearly 3% and hit a 52-week high When war disrupts oil supply → energy companies make more money. Related ETFs you may watch : 1)XLE (Energy Select Sector ETF) 2)XOP (Oil & Gas Exploration ETF) 3)USO (Oil futures ETF) *4)BNO* Examples that have been moving: 1)Lockheed Martin 2)Northrop Grumman 3)Raytheon 4)Palantir (battlefield AI / data analytics) Defense s
Why am I happy the Netflix acquisition of WB deal was not successful
1️⃣ If Netflix bought Warner Bros. Discovery Netflix Warner Bros. Discovery If the ~$80B+ deal had gone through: 👍 Pros HBO library (Game of Thrones, DC, Harry Potter) Strong film studio + IP moat Bigger global scale vs Disney 👎 Risks Massive debt load absorption Cultural integration risk Dilution of Netflix’s high-margin model Slower buybacks Higher interest costs Based on your earlier math (~8–9 years payback using FCF), that’s a long capital lock-up. For a company like Netflix — which thrives on: Flexible content spending Strong cash generation High ROIC discipline — tying up $80B+ could reduce optionality. From a pure capital efficiency standpoint, not overpaying can be a win. Sometimes the best M&A is the one you don’t do. 2️⃣ Could Netflix buy Paramount later at a discount? Param
Roth Capital initiated coverage with a Buy (Strong Buy) rating and a $6.00 12-month price target. Some services show a consensus rating closer to Hold based on a mix of Buy, Hold, and Sell ratings from a few analysts. MarketBeat The average analyst price target is about $6.00, implying roughly 20–30% potential upside over the next year vs. current prices.
CPS Technologies Initiated at Buy by Roth Capital
Ratings actions from Benzinga: https://www.benzinga.com/quote/CPSH/analyst-ratings
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November 13, 2025 07:34 ET (12:34 GMT)
Adobe agreed to buy Figma for $20B. Regulators refused to approve the deal, so Adobe walked away, and Figma went public. Figma is now trading at a $11.17B valuation. AI is destructive to SaaS!
Earning Preview: Figma Q4 revenue is expected to increase by 6.92%, and institutional views are cautious
Title Earning Preview: Figma Q4 revenue is expected to increase by 6.92%, and institutional views are cautious Abstract Figma will report quarterly results on February 18, 2026 Post Market; investors...
1. Strong Fundamental Turnaround & Record Growth CPS Technologies has delivered consecutive record revenue quarters, including ~$8.8 M in Q3 2025 and strong year-over-year growth across 2025, demonstrating sustained demand for its advanced materials and hermetic packaging solutions. Revenue is up sharply after recent capacity expansion, and the company has returned to positive operating and net income — a clear turnaround from prior losses. 2. Clear Competitive Edge in High-Value Materials CPSH’s core products — metal-matrix composites (MMC) such as aluminum silicon carbide and advanced packaging — serve mission-critical applications in defense, aerospace, energy, transportation and power electronics. These materials command higher technical barriers to entry than commodity metal produ
*Already Confirmed or Announced for 2025/2026* Some companies have already recently been added or scheduled for inclusion: *• Ciena (CIEN)* — confirmed for S&P 500 inclusion, replacing *Dayforce*. *• Carvana* — added in late 2025 / early 2026 cycle. • Past additions in recent rebalancings (relevant context): CRH and Comfort Systems also added. *Potential Candidates* for 2026 S&P 500 Inclusion These stocks meet key eligibility criteria (U.S. listing, sufficient market cap, liquidity, profitability), and are widely discussed by analysts or in prediction markets as likely contenders: Near-Term (Q1–Q2 2026 Candidates) *1. Vertiv Holdings (VRT)* — strong odds in prediction markets for inclusion in upcoming rebalances. *2. SoFi Technologies (SOFI)* — fintech firm mentioned with roughly e
VOO ETF Gains 1.9%, Underperforms Underlying Index
This article was automatically generated using Dow Jones technology.Shares of Vanguard S&P 500 ETF advanced 1.9% to $635.24 Friday on what proved to be an overall favorable trading session for the U.S. stock market, with the S&P 500 Index, the fund's underlying index, rising 2.0% to 6,932.30.The fund's rise snapped a three-day losing streak.The ETF's shares closed 1.0% below the 52-week high of $641.81 seen on January 28, 2026.Trading volume was 12,956,579, compared to the 65-day average trading volume of 9,555,294.As of February 4, the fund's net asset value totaled $630.96 per share.
Is a sell now and definite buy back after SpaceX goes Public! SpaceX is gg public, it will definitely move Rocket Lab (RKLB) — but not in a simple “good or bad way. Think short-term noise, long-term separation. So best to sell it, takes profit and buy it back against after Space X goes public and settle down. Short term: pressure + comparison shock This is where RKLB can get hit. Why: SpaceX IPO would suck up massive capital and attention Institutions that wanted SpaceX exposure may rotate out of RKLB Media will frame Rocket Lab as “mini SpaceX” (not fair, but it’ll happen) Likely effects: (We r seeing it now!) Temporary sell-off or underperformance Valuation compression due to side-by-side comparisons RKLB judged against SpaceX metrics it cannot match (yet) This is the danger z
Rocket Lab Stock Tanks Again. The Mini SpaceX Is Having a Wild Ride. -- Barrons.com
Rocket Lab stock is having a crazy week, for no good reason.Shares of the space technology company, sometimes referred to as a mini SpaceX because of its reusable launch capacity and satellite expertise, were down 13% in midday trading on Wednesday. The S&P 500 and Dow Jones Industrial Average were down 0.4% and up 0.5%, respectively.The drop followed a nearly 10% gain on Tuesday, possibly in response to SpaceX announcing it had acquired xAI on Monday. The deal valuation implied a 25% bump for both companies, to $1 trillion for SpaceX and $250 billion for xAI.Space "is kind of a beta industry," says Andrew Chanin, CEO of ProcureAM, which offers the Procure Space ETF. "It's not surprising to see days where numerous [space] companies move more than 5% in one day.". Some of Tuesday's gain was also a rebound from a miserable Monday. Shares fell about 8%, apparently because Congress killed a plan to bring samples back to Earth from the Mars Perseverance Rover, which has been on the red plan