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Security Tech Check-In: Analyst Insights From 12 Companies Ahead Of The 'Quiet Period'benzinga.com
Needham analysts met with 12 companies before quiet period. Ratings and price targets by analyst Mike Cikos.
Via Benzinga · December 18, 2025
China’s ‘Manhattan Project’ Realized: Secret Shenzhen EUV Breakthrough Shatters Global Export Controls
In a development that has sent shockwaves through the global semiconductor industry and the halls of power in Washington, reports have emerged of a functional Extreme Ultraviolet (EUV) lithography prototype operating within a high-security facility in Shenzhen. This breakthrough, described by industry insiders as China’s "Manhattan Project" for chips, represents the first credible evidence that [...]
Via TokenRing AI · December 18, 2025
The Elliott Playbook: How the Waterstones/Barnes & Noble IPO Signals a New Era for Institutional Retail Activism
As the financial world closes out 2025, a significant shift in the retail landscape is taking center stage. Elliott Management, the powerhouse investment firm known for its aggressive activist campaigns, is reportedly moving into the final stages of preparing a multibillion-pound initial public offering (IPO) for its consolidated bookselling empire:
Via MarketMinute · December 18, 2025
Ground pork is the affordable flavor boost every home cook needs
(BPT) - With meat prices expected to climb in the next year, shoppers are looking for ways to bring big flavor to the table without stretching their budgets. But there's one ingredient proving that home cooks can have bold, memorable flavor and stay on budget: ground pork.
Via Brandpoint · December 18, 2025
The Packaging Wars: Why Advanced Packaging Has Replaced Transistor Counts as the Throne of AI Supremacy
As of December 18, 2025, the semiconductor industry has reached a historic inflection point where the traditional metric of progress—raw transistor density—has been unseated by a more complex and critical discipline: advanced packaging. For decades, Moore’s Law dictated that doubling the number of transistors on a single slice of silicon every two years was the [...]
Via TokenRing AI · December 18, 2025
MongoDB Could Hit Record Highs—But You’ll Need to Move Fastmarketbeat.com
Via MarketBeat · December 18, 2025
IonQ Just Got a New Street-High Price Target. What Is the Bull Case for Quantum Computing Stocks in 2026?
Jefferies just set a $100 price target on IonQ.
Via Barchart.com · December 18, 2025
Is MP Materials Stock a Millionaire Maker?fool.com
MP Materials has lost 45% of its value in less than three months; is that a buying opportunity or a warning?
Via The Motley Fool · December 18, 2025
The Great Rotation: Why 2026 is Set to be the Year of Small-Cap Value in a Top-Heavy Market
As the curtain begins to fall on 2025, the financial landscape presents a stark dichotomy: a "toppy" S&P 500 (INDEXSP: .INX) dominated by artificial intelligence giants and a burgeoning "catch-up" trade in the long-neglected small-cap and value sectors. On December 18, 2025, markets surged following a cooler-than-expected Consumer Price
Via MarketMinute · December 18, 2025
Silicon Prairie Ascendant: Texas Instruments Opens Massive $30 Billion Semiconductor Hub in Sherman
In a landmark moment for the American technology sector, Texas Instruments (NASDAQ: TXN) officially commenced production at its newest semiconductor fabrication plant in Sherman, Texas, on December 17, 2025. The grand opening of the "SM1" facility marks the first phase of a massive four-factory "mega-site" that represents one of the largest private-sector investments in Texas [...]
Via TokenRing AI · December 18, 2025
The Optical Revolution: Silicon Photonics Shatters the AI Interconnect Bottleneck
As of December 18, 2025, the artificial intelligence industry has reached a pivotal inflection point where the speed of light is no longer a theoretical limit, but a production requirement. For years, the industry has warned of a looming "interconnect bottleneck"—a physical wall where the electrical wires connecting GPUs could no longer keep pace with [...]
Via TokenRing AI · December 18, 2025
Yielding to the Trend: How the 10-Year Treasury is Dictating the 2025 Year-End Swing Trading Playbook
As the final weeks of 2025 unfold, the financial markets are being steered by a familiar but increasingly volatile hand: the U.S. Treasury yield curve. Following the Federal Reserve’s mid-December interest rate decision, swing traders have shifted their focus away from traditional earnings metrics toward the daily fluctuations
Via MarketMinute · December 18, 2025
The Memory Supercycle: Micron’s Record Q1 Earnings Signal a New Era for AI Infrastructure
In a definitive moment for the semiconductor industry, Micron Technology (NASDAQ: MU) reported record-shattering fiscal first-quarter 2026 earnings on December 17, 2025, confirming that the global "Memory Supercycle" has moved from theoretical projection to a structural reality. The Boise-based memory giant posted revenue of $13.64 billion—a staggering 57% year-over-year increase—driven by an insatiable demand for [...]
Via TokenRing AI · December 18, 2025
The Silent Revolution: How Local NPUs Are Moving the AI Brain from the Cloud to Your Pocket
As we close out 2025, the center of gravity in the artificial intelligence world has shifted. For years, the "AI experience" was synonymous with the cloud—a round-trip journey from a user's device to a massive data center and back. However, the release of the latest generation of silicon from the world’s leading chipmakers has effectively [...]
Via TokenRing AI · December 18, 2025
London’s Counter-Strike: How Elliott’s Bookseller IPO Could Signal a New Era in the Transatlantic Listing War
As 2025 draws to a close, the long-standing rivalry between the London and New York stock exchanges has reached a definitive turning point. For years, the narrative has been one of "de-equitization" in the United Kingdom, as high-growth firms fled for the deeper pockets and higher valuations of Wall Street.
Via MarketMinute · December 18, 2025
Sotera Health Trades At Deep Discount Despite Best-In-Class Margins: Analystbenzinga.com
Sotera Health, a sterilization solutions provider, is gaining investor attention due to easing litigation and improving cash flow.
Via Benzinga · December 18, 2025
Lululemon Is Doubling Down on International Growthfool.com
The apparel retailer is accelerating its overseas push.
Via The Motley Fool · December 18, 2025
Lionsgate Expands Ad-Supported FAST Streaming With FreeWheel Partnership, Shares Risebenzinga.com
Lionsgate shares rose after it expanded advertiser access to its U.S. FAST channels through an exclusive FreeWheel partnership for direct and programmatic buys.
Via Benzinga · December 18, 2025
Sugar Prices Fall Sharply as India May Boost Sugar Exports
March NY world sugar #11 (SBH26 ) on Thursday closed down -0.28 (-1.90%), and March London ICE white sugar #5 (SWH26 ) closed down -6.40 (-1.52%). Sugar prices fell sharply on Thursday to 1-week lows today amid prospects of higher sugar exports from...
Via Barchart.com · December 18, 2025
The Silicon Renaissance: How CMOS Manufacturing is Solving the Quantum Scaling Crisis
As 2025 draws to a close, the quantum computing landscape has reached a historic inflection point. Long dominated by exotic architectures like superconducting loops and trapped ions, the industry is witnessing a decisive shift toward silicon-based spin qubits. In a series of breakthrough announcements this month, researchers and industrial giants have demonstrated that the path [...]
Via TokenRing AI · December 18, 2025
The Great Data Gap: CPI Relief Sparks Market Rally After Record 43-Day Shutdown
The financial world breathed a collective sigh of relief on December 18, 2025, as the Bureau of Labor Statistics (BLS) finally broke its silence following the longest government shutdown in United States history. The much-anticipated Consumer Price Index (CPI) report, the first major economic snapshot since the 43-day federal freeze
Via MarketMinute · December 18, 2025
Rivian Expands Hands-Free Driving to 3.5 Million Milesbenzinga.com
Rivian expands hands-free driving to over 3.5 million miles with a major software update, adds new autonomy features and digital key access.
Via Benzinga · December 18, 2025
Why Tesla Stock Popped Thursdayfool.com
Tesla has found a captive customer -- in SpaceX.
Via The Motley Fool · December 18, 2025
Cocoa Prices Settle Lower on Expectations of Adequate Supplies
March ICE NY cocoa (CCH26 ) on Thursday closed down -44 (-0.74%), and March ICE London cocoa #7 (CAH26 ) closed down -24 (-0.55%). Cocoa prices settled lower on Thursday, with NY cocoa falling to a 1-week low. Favorable weather in West Africa is ex...
Via Barchart.com · December 18, 2025
Buy Beer, Nicotine, Energy Drink Stocks For 2026 Staples Partybenzinga.com
Recent analysis from Goldman Sachs proposes an investment strategy highlighting beer, nicotine and energy drinks for 2026.
Via Benzinga · December 18, 2025
The Silicon Renaissance: US Fabs Go Online as CHIPS Act Shifts to Venture-Style Equity
As of December 18, 2025, the landscape of American semiconductor manufacturing has transitioned from a series of ambitious legislative promises into a tangible, operational reality. The CHIPS and Science Act, once a theoretical framework for industrial policy, has reached a critical inflection point where the first "made-in-USA" advanced logic wafers are finally rolling off production [...]
Via TokenRing AI · December 18, 2025
From the Brink to the S&P 500: The Unprecedented Market Recovery of Carvana
As of December 18, 2025, Carvana Co. (NYSE: CVNA) stands as a testament to one of the most aggressive and successful corporate turnarounds in recent history. Once written off by many Wall Street analysts as a bankruptcy candidate during the 2022 liquidity crisis, the online auto retailer has not only
Via MarketMinute · December 18, 2025
Coffee Prices Retreat on Positive Coffee Crop Development
March arabica coffee (KCH26 ) on Thursday closed down -2.30 (-0.66%), and January ICE robusta coffee (RMF26 ) closed down -25 (-0.66%). Coffee prices have sold off sharply over the past two weeks, dropping to 4-month lows on Thursday. Ample rains in...
Via Barchart.com · December 18, 2025
The New Golden Era: Newmont Leads Mining Sector Surge as Macro Volatility Fuels 2026 Hedge Demand
As the calendar turns toward 2026, the global financial landscape is being reshaped by a relentless rally in precious metals, with gold prices shattering previous records to trade between $4,300 and $4,350 per ounce. This historic surge has propelled the gold mining sector into a "Golden Era," characterized
Via MarketMinute · December 18, 2025
Consumer Inflation Went To Sleep In October-Novembertalkmarkets.com
A truncated version of the CPI was reported for November this morning.
Via Talk Markets · December 18, 2025
Where Will Target (TGT) Stock Be in 1 Year?fool.com
The retail giant faces intense near-term headwinds.
Via The Motley Fool · December 18, 2025
The Green Paradox: How Semiconductor Giants are Racing to Decarbonize the AI Boom
As the calendar turns to late 2025, the semiconductor industry finds itself at a historic crossroads. The global insatiable demand for high-performance AI hardware has triggered an unprecedented manufacturing expansion, yet this growth is colliding head-on with the most ambitious sustainability targets in industrial history. Major foundries are now forced to navigate a "green paradox": [...]
Via TokenRing AI · December 18, 2025
The New Architect of Silicon Valley: Vertiv’s Cooling Dominance Propels Stock Toward 2026 Highs
As the calendar turns toward 2026, the artificial intelligence revolution has shifted its focus from the chips themselves to the massive, power-hungry machines that house them. Vertiv Holdings Co. (NYSE: VRT) has emerged as the primary beneficiary of this transition, with its stock surging over 52% in 2025 alone. By
Via MarketMinute · December 18, 2025
The Great Decoupling: How Hyperscaler Custom ASICs are Dismantling the NVIDIA Monopoly
As of December 2025, the artificial intelligence industry has reached a pivotal turning point. For years, the narrative of the AI boom was synonymous with the meteoric rise of merchant silicon providers, but a new era of "DIY" hardware has officially arrived. Major hyperscalers, including Alphabet Inc. (NASDAQ: GOOGL), Amazon.com, Inc. (NASDAQ: AMZN), and Meta [...]
Via TokenRing AI · December 18, 2025
Jefferies Says IonQ Stock Can Double Over the Next 12 Months. Should You Buy It Here?
Down almost 50% from all-time highs, IonQ is a quantum computing stock with significant upside potential, according to investment firm Jefferies.
Via Barchart.com · December 18, 2025
The 2022 Playbook Returns: Why Investors are Building a 'Fortress 2026'
As the calendar turns toward 2026, the exuberant "AI-everything" rally that defined much of 2024 and 2025 is facing a sobering reality check. With the Federal Reserve entering a delicate transition phase and inflation proving stickier than many had hoped, Wall Street is dusting off the playbook from the 2022
Via MarketMinute · December 18, 2025
Silicon Renaissance: How Software-Defined Vehicles are Rewriting the Automotive Semiconductor Playbook
The automotive semiconductor industry has officially moved past the era of scarcity, entering a transformative phase where the vehicle is no longer a machine with computers, but a computer with wheels. As of December 2025, the market has not only recovered from the historic supply chain disruptions of the early 2020s but has surged to [...]
Via TokenRing AI · December 18, 2025
LPG shipping fundamentals Increasingly Driven By Global Energy, Petrochemical Flows Vs. Short-Term Freight Volatilitybenzinga.com
Via Benzinga · December 18, 2025
Beyond the Giants: Three Growth Powerhouses Poised to Eclipse the Magnificent Seven in 2026
As the curtain begins to close on 2025, the dominance of the "Magnificent Seven"—a group that has dictated market sentiment for years—is facing its most significant challenge yet. While Apple Inc. (NASDAQ: AAPL), Microsoft Corp. (NASDAQ: MSFT), Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN), Nvidia Corp.
Via MarketMinute · December 18, 2025
Want to Max Out Your 401(k) in 2026? Here's What You'll Need to Do.fool.com
It's a lofty goal, but it might be achievable with the right plan.
Via The Motley Fool · December 18, 2025
CoreWeave Stock Analysis: Bearish Sentiment Builds, Risks Intensifytalkmarkets.com
CoreWeave stock price continued its downward trend this week as investors remained concerned about the AI bubble.
Via Talk Markets · December 18, 2025
The Great Silicon Pivot: RISC-V Shatters the Data Center Duopoly as AI Demands Customization
The landscape of data center architecture has reached a historic turning point. In a move that signals the definitive end of the decades-long x86 and ARM duopoly, Qualcomm (NASDAQ: QCOM) announced this week its acquisition of Ventana Micro Systems, the leading developer of high-performance RISC-V server CPUs. This acquisition, valued at approximately $2.4 billion, represents [...]
Via TokenRing AI · December 18, 2025
Bank of America Price Target Hits $63 as Analysts Eye 'Strong Setup' for 2026
In a move that has sent ripples through the financial sector, analysts at Oppenheimer have aggressively raised their price target for Bank of America (NYSE: BAC) to $63, citing a "Goldilocks" economic environment as we head into 2026. The upgrade, issued on December 18, 2025, reflects a growing consensus that
Via MarketMinute · December 18, 2025
Why Is Athira Pharma Stock Spiking After Breast Cancer Asset Acquisition?benzinga.com
Athira Pharma stock jumps on heavy volume after securing lasofoxifene Phase 3 rights and $90 million financing, extending cash runway into 2028.
Via Benzinga · December 18, 2025
Chart Industries Near Takeout Price While One Fund Scales Back a Nearly $1 Million Stakefool.com
With shares hovering near a potential takeout price, this move highlights how disciplined portfolio management can matter just as much as picking the right winner.
Via The Motley Fool · December 18, 2025
The Goldilocks Rally: How Cooling Inflation and the ‘Sovereign AI’ Boom Pushed Semiconductors to All-Time Highs
As 2025 draws to a close, the global financial markets are witnessing a historic convergence of macroeconomic stability and relentless technological expansion. On December 18, 2025, the semiconductor sector solidified its position as the undisputed engine of the global economy, with the PHLX Semiconductor Sector (SOX) Index hovering near its recent all-time high of 7,490.28. [...]
Via TokenRing AI · December 18, 2025
The Atomic Renaissance: Why Nuclear Energy Has Become the New Cornerstone of the AI-Driven Market
As of December 18, 2025, the global energy landscape has undergone a tectonic shift, with nuclear power emerging from the shadows of legacy infrastructure to become the most sought-after asset in the financial markets. The convergence of insatiable power demand from Artificial Intelligence (AI) data centers and a radical overhaul
Via MarketMinute · December 18, 2025
Tilray, Canopy Growth Stock Rise As Trump Signs Executive Order To Lower Restrictions On Marijuanastocktwits.com
Trump clarified that the order is not legalization and does not allow for recreational use.
Via Stocktwits · December 18, 2025
Adobe’s 2026 Outlook: Can AI Firefly Outrun Legal Headwinds and Mixed Wall Street Sentiment?
As of December 18, 2025, Adobe Inc. (NASDAQ: ADBE) finds itself at a critical juncture, navigating a complex "show-me" period that has left investors and analysts deeply divided. Despite reporting record-breaking financial results for the 2025 fiscal year, the creative software giant's stock has remained under pressure, trading in the
Via MarketMinute · December 18, 2025
The 1.6T Breakthrough: How MACOM’s Analog Innovations are Powering the 100,000-GPU AI Era
As of December 18, 2025, the global race for artificial intelligence supremacy has moved beyond the chip itself and into the very fabric that connects them. With Tier-1 AI labs now deploying "Gigawatt-scale" AI factories featuring upwards of 100,000 GPUs, the industry has hit a critical bottleneck: the "networking wall." To shatter this barrier, MACOM [...]
Via TokenRing AI · December 18, 2025