Market News (Page 3) - TendieTensor

Market News Page 3 of 234 • 5,827 articles

CPNG INVESTOR ALERT: Coupang (CPNG) Hit With Securities Class Action Amid Massive Data Breach, Questions About Timely Disclosure, Executive Departure – Hagens Berman

GlobeNewswire Inc. • Hagens Berman

CPNG INVESTOR ALERT: Coupang (CPNG) Hit With Securities Class Action Amid Massive Data Breach, Questions About Timely Disclosure, Executive Departure – Hagens Berman

12/25/2025 12:42 PM • Coupang faces a securities class action lawsuit for allegedly failing to timely disclose a massive data breach affecting 33.7 million customers. The breach, discovered on November 18, 2025, was attributed to a former employee who retained access credentials after leaving in 2024. The company did not file an 8-K report until December 16, 2025, raising questions about compliance with SEC disclosure requirements. The incident has wiped out over $8 billion in market capitalization since the breach became public on November 30, 2025.

VZ - Reported network breach potentially compromising court-authorized wiretapping systems
CPNG - Company faces securities class action lawsuit over alleged failure to timely disclose a massive data breach affecting 33.7 million customers. The breach was caused by a former employee retaining access credentials, raising questions about cybersecurity protocols and disclosure controls. Over $8 billion in market capitalization has been lost, and the CEO of the South Korean e-commerce unit resigned. The company faces potential regulatory penalties and material financial losses.

#data breach #securities fraud #class action lawsuit #disclosure violation #cybersecurity #SEC compliance #customer data #executive resignation

FFIV INVESTOR ALERT: F5, Inc. (FFIV) Faces Securities Class Action Amid Cybersecurity Incident, Questions About Disclosure Timing and Impact on Company’s Business – Hagens Berman

GlobeNewswire Inc. • Hagens Berman

FFIV INVESTOR ALERT: F5, Inc. (FFIV) Faces Securities Class Action Amid Cybersecurity Incident, Questions About Disclosure Timing and Impact on Company’s Business – Hagens Berman

12/25/2025 12:38 PM • F5, Inc. faces a securities class action lawsuit over a major cybersecurity breach involving a nation-state actor that gained unauthorized access to company systems, including its flagship BIG-IP product, on August 9, 2025. The lawsuit questions the timeliness of F5's disclosure to investors and the incident's material impact. Following the October 15 disclosure, F5 shares fell 13.9%, and further declined 7.8% after the company guided for significantly reduced 2026 revenue growth of 0-4% compared to 10% in 2025, citing potential customer delays related to the security incident.

FFIV - F5 faces a securities class action lawsuit over alleged delayed disclosure of a major cybersecurity breach involving unauthorized access to critical systems. The incident resulted in significant stock price declines (13.9% and 7.8%) and substantially reduced 2026 revenue guidance (0-4% growth vs. 10% prior year), indicating material business impact and investor confidence erosion.

#cybersecurity breach #nation-state actor #securities class action #disclosure timing #BIG-IP product #material impact #revenue guidance #investor losses

Bronstein, Gewirtz & Grossman LLC Urges Genius Group Limited Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman Llc

Bronstein, Gewirtz & Grossman LLC Urges Genius Group Limited Investors to Act: Class Action Filed Alleging Investor Harm

12/25/2025 12:00 PM • A class action lawsuit has been filed against Citadel Securities LLC and Virtu Americas LLC alleging they engaged in illegal trading practices including 'spoofing' to artificially deflate the price of Genius Group Limited stock between April 12, 2022 and May 30, 2025. Investors who sold Genius securities during this period are encouraged to join the case, with a lead plaintiff deadline of January 16, 2026.

MSFT - Mentioned as experiencing potential cybersecurity breach by Chinese hackers
GNS - The company's stock was allegedly subject to manipulative trading practices designed to artificially deflate its price, resulting in investor losses during the class period.

#class action lawsuit #market manipulation #spoofing #securities fraud #artificial price deflation #short positions #investor recovery

Bronstein, Gewirtz & Grossman, LLC Urges Gauzy Ltd. Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman, Llc

Bronstein, Gewirtz & Grossman, LLC Urges Gauzy Ltd. Investors to Act: Class Action Filed Alleging Investor Harm

12/25/2025 12:00 PM • A class action lawsuit has been filed against Gauzy Ltd. (NASDAQ: GAUZ) alleging that company defendants made materially false statements and failed to disclose that three French subsidiaries lacked financial means to meet debts, creating substantial risk of insolvency proceedings and default on senior secured debt facilities. Investors who purchased Gauzy securities between March 11, 2025 and November 13, 2025 are encouraged to join the case, with a lead plaintiff deadline of February 6, 2026.

GOOGL - Company is victim of cybercrime and taking legal action to deter future criminal activities
GAUZ - The company is the subject of a securities fraud class action lawsuit alleging material misstatements and non-disclosure of critical financial information regarding subsidiary insolvency risks and potential debt default, which directly harms investor interests and indicates serious corporate governance and financial issues.

#class action lawsuit #securities fraud #Gauzy Ltd. #investor harm #insolvency #debt default #misleading statements

Bronstein, Gewirtz & Grossman LLC Urges Telix Pharmaceuticals Limited Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman Llc

Bronstein, Gewirtz & Grossman LLC Urges Telix Pharmaceuticals Limited Investors to Act: Class Action Filed Alleging Investor Harm

12/25/2025 12:00 PM • A class action lawsuit has been filed against Telix Pharmaceuticals Limited (NASDAQ: TLX) alleging that company executives made false and misleading statements regarding the progress of prostate cancer therapeutic candidates and the quality of its supply chain during the period from February 21, 2025 to August 28, 2025. Investors who purchased Telix securities during this period are encouraged to join the case, with a lead plaintiff deadline of January 9, 2026.

TLX - The company is the subject of a securities fraud class action lawsuit alleging material misstatements regarding therapeutic candidate progress and supply chain quality, indicating serious allegations of investor deception and potential financial harm.

#class action lawsuit #securities fraud #false statements #prostate cancer therapeutics #supply chain #investor harm #lead plaintiff

Bronstein, Gewirtz & Grossman LLC Urges F5, Inc. Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman Llc

Bronstein, Gewirtz & Grossman LLC Urges F5, Inc. Investors to Act: Class Action Filed Alleging Investor Harm

12/25/2025 12:00 PM • A class action lawsuit has been filed against F5, Inc. alleging that the company made materially false and misleading statements about its security capabilities while concealing a significant security breach affecting key products. Investors who purchased F5 securities between October 28, 2024 and October 27, 2025 are encouraged to join the case, with a lead plaintiff deadline of February 17, 2026.

FFIV - The company is accused of making materially false and misleading statements about its security capabilities while concealing a significant security breach. Investors allegedly purchased securities at artificially inflated prices, resulting in investor harm and class action litigation.

#class action lawsuit #securities fraud #F5 Inc. #security breach #investor harm #materially false statements #artificially inflated prices

Bronstein, Gewirtz & Grossman LLC Urges Smartsheet Inc. Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman Llc

Bronstein, Gewirtz & Grossman LLC Urges Smartsheet Inc. Investors to Act: Class Action Filed Alleging Investor Harm

12/25/2025 12:00 PM • A class action lawsuit has been filed on behalf of Smartsheet Inc. shareholders alleging that defendants made false and misleading statements in proxy materials related to the January 2025 merger with a consortium led by Blackstone and Vista Equity Partners. The complaint claims defendants mischaracterized the company's financial performance and used misleading metrics to solicit stockholder approval. Investors have until February 9, 2026, to request lead plaintiff status.

BX - Blackstone is mentioned as a lead member of the acquisition consortium but is not directly named as a defendant in the lawsuit. The article does not provide sufficient information to assess direct impact on Blackstone.

#class action lawsuit #securities fraud #proxy statement #merger #misleading disclosures #shareholder rights #financial misrepresentation

Bronstein, Gewirtz & Grossman LLC Urges Coupang, Inc. Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman Llc

Bronstein, Gewirtz & Grossman LLC Urges Coupang, Inc. Investors to Act: Class Action Filed Alleging Investor Harm

12/25/2025 12:00 PM • A class action lawsuit has been filed against Coupang, Inc. alleging that the company made false and misleading statements regarding inadequate cybersecurity protocols that allowed a former employee to access sensitive customer information for nearly six months. The lawsuit claims defendants failed to properly report the data breach to the SEC in compliance with applicable rules, causing investor damages when the true details became public. The class period covers purchases between August 6, 2025 and December 16, 2025.

CPNG - The company faces allegations of inadequate cybersecurity, failure to disclose a significant data breach, and non-compliance with SEC reporting requirements. These violations resulted in materially false public statements and investor losses, indicating serious corporate governance and compliance failures.

#class action lawsuit #securities fraud #data breach #cybersecurity #SEC reporting violations #investor damages #false statements

Bronstein, Gewirtz & Grossman LLC Urges Perrigo Company plc Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman Llc

Bronstein, Gewirtz & Grossman LLC Urges Perrigo Company plc Investors to Act: Class Action Filed Alleging Investor Harm

12/25/2025 12:00 PM • A class action lawsuit has been filed against Perrigo Company plc for alleged securities fraud. The complaint alleges that Perrigo made materially false statements and failed to disclose significant underinvestment, manufacturing deficiencies, and substantial unexpected capital expenditures related to its infant formula business acquired from Nestlé. Investors who purchased Perrigo securities between February 27, 2025 and November 4, 2025 may be eligible to join the case, with a lead plaintiff deadline of January 16, 2026.

PRGO - The company is the subject of a securities fraud class action lawsuit alleging material misstatements and non-disclosure of significant operational and financial problems with its infant formula business, including underinvestment, manufacturing deficiencies, and overstated financial results.

#class action lawsuit #securities fraud #Perrigo #infant formula business #Nestlé acquisition #manufacturing deficiencies #investor harm #lead plaintiff deadline

Bronstein, Gewirtz & Grossman LLC Urges Jayud Global Logistics Ltd. Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman Llc

Bronstein, Gewirtz & Grossman LLC Urges Jayud Global Logistics Ltd. Investors to Act: Class Action Filed Alleging Investor Harm

12/25/2025 12:00 PM • A class action lawsuit has been filed against Jayud Global Logistics Ltd. (NASDAQ: JYD) alleging securities fraud. The complaint claims the company made materially false statements and failed to disclose a fraudulent stock promotion scheme involving social media misinformation, coordinated share dumping by insiders, and artificial trading activity that inflated stock prices. Investors who purchased shares between April 21, 2023 and April 30, 2025 can join the case, with a lead plaintiff deadline of January 19, 2026.

MRK - Listed as a top company in the cell expansion market without specific recent developments mentioned
JYD - The company is the subject of a class action lawsuit alleging securities fraud, fraudulent stock promotion schemes, insider share dumping, and material misstatements to investors. These serious allegations of misconduct and deception result in significant negative sentiment.

#class action lawsuit #securities fraud #stock promotion scheme #insider trading #material misstatement #investor harm #NASDAQ

Bronstein, Gewirtz & Grossman LLC Urges Inspire Medical Systems, Inc. Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman Llc

Bronstein, Gewirtz & Grossman LLC Urges Inspire Medical Systems, Inc. Investors to Act: Class Action Filed Alleging Investor Harm

12/25/2025 12:00 PM • A class action lawsuit has been filed against Inspire Medical Systems, Inc. alleging that the company made materially false and misleading statements regarding market demand for Inspire V and its readiness for product launch during the period from August 6, 2024 to August 4, 2025. Investors who purchased Inspire securities during this period are encouraged to join the case, with a lead plaintiff deadline of January 5, 2026.

GLW - Listed as a top company in the cell expansion market without specific recent developments mentioned
INSP - The company is the defendant in a securities fraud class action lawsuit alleging materially false and misleading statements about product demand and launch readiness, which resulted in investor losses and raises serious concerns about corporate accountability and transparency.

#class action lawsuit #securities fraud #Inspire V #market demand #product launch #investor harm #lead plaintiff

Bronstein, Gewirtz & Grossman LLC Urges Alexandria Real Estate Equities, Inc. Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman Llc

Bronstein, Gewirtz & Grossman LLC Urges Alexandria Real Estate Equities, Inc. Investors to Act: Class Action Filed Alleging Investor Harm

12/25/2025 12:00 PM • A class action lawsuit has been filed against Alexandria Real Estate Equities, Inc. (NYSE: ARE) alleging that the company made materially false and misleading statements about its Long Island City property and Megacampus strategy while concealing adverse facts. The lawsuit covers investors who purchased ARE securities between January 27, 2025 and October 27, 2025. The lead plaintiff deadline is January 26, 2026.

ARE - The company is the defendant in a class action lawsuit alleging material misstatements and omissions regarding its Long Island City property and business prospects, which directly harms investor confidence and shareholder value.

#class action lawsuit #securities fraud #Alexandria Real Estate Equities #Long Island City property #Megacampus strategy #investor harm #federal securities laws

Qian Xun Adds Crypto Cachet To New Business

Benzinga • Bamboo Works

Qian Xun Adds Crypto Cachet To New Business

12/25/2025 10:35 AM • Qian Xun Technology Ltd. is transitioning from advertising services to e-commerce and fintech, unveiling PayKet, a stablecoin-based payment service for cross-border trading of used electronics. The company acquired Punkcode Technology for blockchain development and is positioning itself as a fintech provider leveraging cryptocurrencies, IoT, and AI for supply chain finance.

GRABW - Partnering in innovative autonomous vehicle project, developing local talent, and preparing to launch first residential autonomous shuttle service demonstrates strategic technological advancement
JDCMF - Mentioned only as a valuation comparison point. Qian Xun trades at 2x P/S versus JD.com's 0.2x, indicating market confidence in Qian Xun's niche strategy rather than any commentary on JD.com's business.

#cryptocurrency #stablecoins #fintech #e-commerce #blockchain #cross-border payments #used electronics trading #supply chain finance

FuelCell Energy Attracts Fresh Buyers as AI Power Needs Meet Real Execution

Investing.com • Jeffrey Neal Johnson

FuelCell Energy Attracts Fresh Buyers as AI Power Needs Meet Real Execution

12/25/2025 09:32 AM • FuelCell Energy stock surged 34% following strong Q4 2025 earnings, driven by growing AI data center demand for reliable power. The company reported $158.2M in annual revenue (41% YoY growth), narrowed net losses, and a $1.19B backlog. With $341.8M in liquidity and hundreds of megawatts in pricing proposals to hyperscalers, management targets profitability once manufacturing reaches 100MW capacity utilization.

GRAB - Partnering in innovative autonomous vehicle project, developing local talent, and preparing to launch first residential autonomous shuttle service demonstrates strategic technological advancement
FCEL - Strong Q4 earnings beat with 41% YoY revenue growth, significant improvement in net losses, substantial cash position ($341.8M liquidity), large backlog ($1.19B), hundreds of megawatts in active proposals to major customers, successful international project execution in South Korea, and clear path to profitability with manufacturing expansion plans.

#fuel cell energy #AI data centers #power generation #earnings growth #clean energy #baseload power #manufacturing capacity

ITGR INVESTOR LOSSES: Integer Holdings Corporation Investors May have been Affected by Fraud – Contact BFA Law by February 9 to Protect Your Rights

GlobeNewswire Inc. • Bleichmar Fonti & Auld Llp

ITGR INVESTOR LOSSES: Integer Holdings Corporation Investors May have been Affected by Fraud – Contact BFA Law by February 9 to Protect Your Rights

12/25/2025 09:32 AM • A class action lawsuit has been filed against Integer Holdings Corporation for securities fraud, alleging the company overstated demand and revenue for its electrophysiology devices while publicly touting growth. The disclosure of lowered 2025 guidance and slower-than-expected device adoption caused the stock to plummet 32% on October 23, 2025. Investors have until February 9, 2026, to join the case.

ITGR - Company is accused of securities fraud for misrepresenting EP device sales and demand. Stock dropped 32% following disclosure of significantly lowered guidance and admission of slower-than-forecasted device adoption. Class action lawsuit filed against company and senior executives.

#securities fraud #class action lawsuit #electrophysiology devices #overstated demand #stock price drop #guidance reduction #cardiac rhythm management

SNPS INVESTOR LOSSES: Synopsys, Inc. Investors May have been Affected by Fraud – Contact BFA Law by December 30 to Protect Your Rights

GlobeNewswire Inc. • Bleichmar Fonti & Auld Llp

SNPS INVESTOR LOSSES: Synopsys, Inc. Investors May have been Affected by Fraud – Contact BFA Law by December 30 to Protect Your Rights

12/25/2025 08:41 AM • Synopsys, Inc. is facing a securities fraud class action lawsuit filed in U.S. District Court for the Northern District of California. The company allegedly misled investors about its Design IP segment's performance, concealing that customers required increasing customization that deteriorated business economics. When the truth emerged in September 2025, Synopsys stock plummeted nearly 36%, falling from $604.37 to $387.78 per share after the company reported a 7.7% revenue decline and 43% net income decline in its Design IP segment.

SNPS - The company is the subject of a securities fraud lawsuit alleging material misrepresentation to investors. Stock experienced a severe 36% single-day decline following disclosure of underperformance in its fastest-growing segment, with significant revenue and earnings declines reported.

#securities fraud #class action lawsuit #Design IP segment #stock decline #misrepresentation #customization requirements #business model deterioration

LRN INVESTOR LOSSES: Stride, Inc. Investors May have been Affected by Fraud – Contact BFA Law by January 12 to Protect Your Rights

GlobeNewswire Inc. • Bleichmar Fonti & Auld Llp

LRN INVESTOR LOSSES: Stride, Inc. Investors May have been Affected by Fraud – Contact BFA Law by January 12 to Protect Your Rights

12/25/2025 08:39 AM • A class action lawsuit has been filed against Stride, Inc. (NYSE: LRN) for securities fraud, alleging the education technology company inflated enrollment numbers by retaining 'ghost students' and ignored compliance requirements. The allegations led to significant stock drops: 11% in September 2025 after fraud complaints emerged, and 54% in October 2025 after the company admitted to poor customer experience causing 10,000-15,000 fewer enrollments. Investors have until January 12, 2026, to join the lawsuit.

LRN - The company faces a securities fraud class action lawsuit for allegedly inflating enrollment numbers and ignoring compliance requirements. Stock experienced severe declines of 11% and 54% following fraud allegations and admissions of poor customer experience, resulting in significant enrollment losses and reduced business outlook.

#securities fraud #class action lawsuit #inflated enrollment #ghost students #stock drop #compliance violations #education technology

Tulip Real Estate Crosses £100 Million in Business Across Prime London Real Estate and Hospitality Assets in 2025

GlobeNewswire Inc. • Tulip Real Estate

Tulip Real Estate Crosses £100 Million in Business Across Prime London Real Estate and Hospitality Assets in 2025

12/25/2025 07:44 AM • Tulip Real Estate, led by Sidd Mahajan, has achieved £100 million in transactions during 2025, marking the second time the firm has surpassed this milestone. The portfolio includes 24 residential apartments at Landmark Pinnacle in Canary Wharf, KOA House at Battersea Power Station, a residential property on New Kent Road, a 45-apartment block at Elephant & Castle, and two Hilton-branded hotels. The firm attributes success to London's resilient investment market, limited prime asset supply, and institutional demand.

CCZ - Mentioned for opening Epic Universe theme park, potentially competing with Disney's theme park business
AMJB - Mentioned as a landmark nearby Landmark Pinnacle with forthcoming European headquarters, indicating area prestige but no direct business impact on JPM disclosed.

#London real estate #residential property #hospitality assets #Canary Wharf #Battersea Power Station #Elephant & Castle #asset management #institutional investment

Paychex Is Out of Favor—And That’s the Opportunity

Investing.com • Thomas Hughes

Paychex Is Out of Favor—And That’s the Opportunity

12/25/2025 07:44 AM • Paychex (PAYX) has declined to 52-week lows amid growth concerns and analyst downgrades, but the company maintains strong fundamentals with 17% revenue growth, healthy labor market demand, and a 3.8% dividend yield. The stock trades at 21x earnings—a discount to its historical 28x average—presenting a potential value opportunity for income investors. AI-driven product rollouts and improving market sentiment could serve as catalysts for a rebound, with analysts targeting around $110 as support and potential 25% upside.

GOOGL - Mentioned in context of YouTube TV dispute with Disney, no direct performance assessment
PAYX - Despite recent stock decline and analyst downgrades, the company demonstrates strong fundamentals including 17% revenue growth, raised FY2026 earnings outlook, healthy labor market demand, reliable 3.8% dividend yield with annual increases, and upcoming AI product catalysts. The stock is trading at a significant discount to historical valuations (21x vs. 28x average), presenting deep value opportunity with 25-100% upside potential over various timeframes.

#payroll services #dividend yield #value investing #AI products #labor market #institutional flows #insider selling #technical support #earnings growth

2 Growth Stocks Wall Street Might Be Sleeping On, but I'm Not

The Motley Fool • Anders Bylund

2 Growth Stocks Wall Street Might Be Sleeping On, but I'm Not

12/25/2025 07:31 AM • The article highlights Dutch Bros and Duolingo as undervalued growth stocks that Wall Street is overlooking. Dutch Bros has achieved 243% trailing revenue growth since its 2021 IPO with rapid expansion to 1,081 locations across 24 states, while trading down 26% from highs with a reasonable PEG ratio of 1.8. Duolingo posted 41% year-over-year revenue growth and 51% higher free cash flow in its latest quarter, though the stock is down 66% from record highs, now trading at attractive valuation multiples of 23.5x trailing earnings and 24x free cash flow.

CMCSA - Mentioned for opening Epic Universe theme park, potentially competing with Disney's theme park business
BROS - Company demonstrates exceptional 243% trailing revenue growth (36% CAGR) since IPO, rapid store expansion from 503 to 1,081 locations, efficient drive-thru business model with low maintenance costs, and reasonable PEG ratio of 1.8 despite rich P/E multiples. Stock down 26% from highs presents attractive entry point.

#growth stocks #undervalued #revenue growth #expansion #valuation multiples #subscription model #cash flow

Why 2026 Will Be the Year of the Tesla Robotaxi

The Motley Fool • Lee Samaha

Why 2026 Will Be the Year of the Tesla Robotaxi

12/25/2025 05:40 AM • Tesla plans to begin Cybercab production in April 2026 and aims to launch its robotaxi service, which could significantly impact the company's valuation. However, the company still needs critical regulatory approvals for unsupervised autonomous vehicle operation. While the robotaxi potential is substantial, investors should be cautious about production timelines outpacing regulatory clearance.

NFLX - Mentioned as a streaming competitor, but no specific performance details provided
TSLA - Tesla is making tangible progress on robotaxi development with planned Cybercab production starting in April 2026. The robotaxi service has massive revenue potential, with analyst projections suggesting 88% of enterprise value could derive from robotaxis by 2029. The company has 6.9 billion miles of FSD safety data demonstrating superior performance compared to human drivers.

#Tesla robotaxi #Cybercab production #autonomous vehicles #regulatory approval #unsupervised FSD #2026 rollout #Tesla Semi #Optimus robot

From BDCs to CEFs: Here’s How to Get 8% Dividends in 2026

Investing.com • Michael Foster

From BDCs to CEFs: Here’s How to Get 8% Dividends in 2026

12/25/2025 05:38 AM • The article explores Business Development Companies (BDCs) and Closed-End Funds (CEFs) as alternatives to traditional stocks for generating higher dividend income. While BDCs offer 90% income distribution requirements, they carry risks from lending to smaller companies. CEFs, particularly equity-focused ones, provide an attractive combination of ~8% average dividends with growth potential, with 97.7% of tracked CEFs profitable over the past decade and trading at a 5.3% discount to net asset value.

GOOG - Mentioned in context of YouTube TV dispute with Disney, no direct performance assessment
OBDC - Despite offering an 11.7% yield, OBDC has dropped 9% in 2025 even with dividends included, indicating poor total return performance and underperformance relative to alternatives.

#BDCs #CEFs #dividend income #private credit #equity funds #high yield #portfolio diversification

What Will Drive Starbucks (SBUX) Stock in 2026? 3 Important Factors Investors Must Watch.

The Motley Fool • Neil Patel

What Will Drive Starbucks (SBUX) Stock in 2026? 3 Important Factors Investors Must Watch.

12/25/2025 03:32 AM • Starbucks is undergoing a turnaround under CEO Brian Niccol with the 'Back to Starbucks' initiative focused on improving in-store experience and customer engagement. The company showed signs of recovery with 1% same-store sales growth in Q4 fiscal 2025, ending a six-quarter decline. Key factors to watch in 2026 include foot traffic improvement, brand strength maintenance, and expansion in China through a new joint venture selling a 60% stake in Chinese operations to a private equity firm, aiming to grow from 8,000 to 20,000 stores.

SBUX - The company is showing early signs of recovery with positive same-store sales growth after six quarters of decline, implementing a strategic turnaround plan, and pursuing significant growth opportunities in China through a major joint venture deal expected to expand its footprint substantially.

#turnaround strategy #same-store sales growth #customer engagement #China expansion #joint venture #brand strength #foot traffic #rewards program

2025 Rewind: Coinbase Makes S&P 500 Debut as Crypto Goes Mainstream

Investing.com • Hassan Shittu

2025 Rewind: Coinbase Makes S&P 500 Debut as Crypto Goes Mainstream

12/25/2025 01:35 AM • Coinbase made history in May 2025 by becoming the first cryptocurrency-native company to join the S&P 500 index. Despite not surpassing Charles Schwab in market value as some predicted, Coinbase demonstrated strong growth with 58.87% year-over-year revenue increase and expanded beyond crypto trading by launching stock trading and prediction markets in December 2025. The company holds over 80% of U.S. BTC and ETH ETF custodial assets and benefits from regulatory tailwinds under the pro-crypto Trump administration.

COIN - Coinbase achieved historic S&P 500 inclusion, demonstrated strong revenue growth (58.87% YoY), expanded into stock trading and prediction markets, holds dominant custodial position (80% of U.S. BTC/ETH ETF assets), and benefits from pro-crypto regulatory environment. Stock performance recovered from 2022-2023 volatility.

#S&P 500 inclusion #cryptocurrency mainstream adoption #crypto exchange #institutional participation #Bitcoin ETFs #stock trading expansion #regulatory tailwinds

Nvidia: $187 AI Core Stock, not Priced Like a Bubble

Investing.com • Itai Smidt

Nvidia: $187 AI Core Stock, not Priced Like a Bubble

12/25/2025 01:35 AM • Nvidia trades at $187 with a forward P/E of 24-40x while growing revenue and EPS at 40-60% annually. Despite a $4.5T valuation, the stock is not overpriced relative to fundamentals compared to other mega-caps. The company benefits from structural AI infrastructure demand, strong ecosystem moat via CUDA, and expanding margins. Key risks include geopolitical restrictions on chip exports to China, customer concentration (61% from four hyperscalers), and power grid constraints. The analyst rates Nvidia as a long-term Buy with a 2026 target around $340.7, acknowledging potential 30-40% drawdowns.

NVDA - Strong fundamentals with 40-60% revenue/EPS growth, 73.6% gross margins, expanding operating leverage, and a defensible CUDA moat. Forward P/E of 24-40x is reasonable relative to growth rates and comparable to S&P 500 despite superior metrics. Long-term Buy rating with $340.7 target implies 50-90% upside, though risks from geopolitical restrictions and customer concentration are acknowledged.

#AI infrastructure #data center #Blackwell architecture #CUDA ecosystem #chip exports #customer concentration #valuation #geopolitical risk