Micron Technology sees rising demand driven by AI growth. The firm projects 40% annual growth in high-bandwidth memory (HBM) market, expanding from $35 billion to $100 billion by 2028. Micron's performance played a role in a broader rally in semiconductor stocks, contributing to offsetting losses in other technology sectors as the market opened the new year. 2
Micron Technology sees rising demand driven by AI growth. The firm projects 40% annual growth in high-bandwidth memory (HBM) market, expanding from $35 billion to $100 billion by 2028. Micron's performance played a role in a broader rally in semiconductor stocks, contributing to offsetting losses in other technology sectors as the market opened the new year. 2
AMD shares climbed about 5.3% today, driven by optimistic analyst forecasts for 2026 and robust demand for AI-focused high-performance computing, with a potential 32% value increase. 1 2
AMD shares climbed about 5.3% today, driven by optimistic analyst forecasts for 2026 and robust demand for AI-focused high-performance computing, with a potential 32% value increase. 1 2
BigBear.ai (NYSE: BBAI) , a developer of artificial intelligence ( AI ) modules for edge networks, went public through a merger with a special purpose acquisition company ( SPAC ) four years ago. The combined company's stock started trading at $9.84 per share, but it sank as low as $0.63 a year later after it missed its own bullish forecasts. It now trades at about $6. In its pre-merger presentati...
BigBear.ai (NYSE: BBAI) , a developer of artificial intelligence ( AI ) modules for edge networks, went public through a merger with a special purpose acquisition company ( SPAC ) four years ago. The combined company's stock started trading at $9.84 per share, but it sank as low as $0.63 a year later after it missed its own bullish forecasts. It now trades at about $6. In its pre-merger presentation, BigBear.ai claimed its revenue could soar from $182 million in 2021 to $550 million in 2024. Unfortunately, its revenue only rose from $146 million in 2021 to $158 million in 2024, as its top customer, Virgin Orbit, went bankrupt, it faced stiff competition from other AI companies, and macroeconomic headwinds curbed enterprise software spending. Three different CEOs have also led the company since its public debut, and it's still deeply unprofitable. Those challenges make BigBear.ai seem like an unattractive investment, but could it be worth nibbling on as a turnaround play for 2026? Continue reading
With three consecutive buys, the Silicon Valley VC firm signaled its confidence in the travel-tech platform. Andreessen Horowitz, a 10% owner of Navan (NAVN 5.18%), bought 692,395 additional shares of the company in open-market transactions from Dec. 17, 2025 through Dec. 19, 2025 for a total value of ~$9.4 million, according to the SEC Form 4 filing. Expand NASDAQ : NAVN Navan Today's Change ( -5...
With three consecutive buys, the Silicon Valley VC firm signaled its confidence in the travel-tech platform. Andreessen Horowitz, a 10% owner of Navan (NAVN 5.18%), bought 692,395 additional shares of the company in open-market transactions from Dec. 17, 2025 through Dec. 19, 2025 for a total value of ~$9.4 million, according to the SEC Form 4 filing. Expand NASDAQ : NAVN Navan Today's Change ( -5.18 %) $ -0.89 Current Price $ 16.20 Key Data Points Market Cap $4.2B Day's Range $ 16.12 - $ 17.30 52wk Range $ 11.76 - $ 25.00 Volume 1.4M Avg Vol 2.3M Gross Margin 69.92 % Transaction summary Metric Value Context Shares traded 692,395 Total shares acquired in open-market transactions Transaction value $9.4 million Based on weighted average purchase price of $13.51 per share Post-transaction shares (indirect) 6,266,946 Indirectly held shares after transaction Transaction value based on SEC Form 4 weighted average purchase price ($13.51); post-transaction value based on Dec. 19, 2025 market close ($15.11). Key questions What percentage of Andreessen Horowitz Fund V, L.P.’s indirect holdings was impacted by this transaction? The acquisition represented 12.42% of the reporting entity’s indirect stake, based on pre-transaction indirect holdings of 5,574,551 shares. The acquisition represented 12.42% of the reporting entity’s indirect stake, based on pre-transaction indirect holdings of 5,574,551 shares. How were the acquired shares held? All shares were purchased indirectly through affiliated entities, with no direct ownership before or after the transaction. All shares were purchased indirectly through affiliated entities, with no direct ownership before or after the transaction. What is the post-transaction indirect holding? After the transaction, 6,266,946 shares remain indirectly held by the reporting entity. After the transaction, 6,266,946 shares remain indirectly held by the reporting entity. How does the acquisition price compare to the market close? The weighted aver...
This retail stock has historically been an incredible investment opportunity. It doesn't operate at the cutting edge of an exciting technological breakthrough. And it isn't impressing investors with rapid growth or disruptive innovation. However, O'Reilly Automotive (ORLY 1.06%) deserves the respect of the investment community. It is a leader in the aftermarket auto parts industry. And shares have...
This retail stock has historically been an incredible investment opportunity. It doesn't operate at the cutting edge of an exciting technological breakthrough. And it isn't impressing investors with rapid growth or disruptive innovation. However, O'Reilly Automotive (ORLY 1.06%) deserves the respect of the investment community. It is a leader in the aftermarket auto parts industry. And shares have performed exceptionally well in the past. In 2025, this retail stock climbed 15.4%, just slightly trailing the S&P 500's 16.4% return. So, where will O'Reilly shares be exactly one year from now? Forecasting macro conditions is a waste of time Investors should spend no time trying to forecast how the economy at large will do in 2026. That's because this business has proven that it can perform well in any kind of environment. It all comes down to durable demand, something any company would love to have. In robust economic times, consumers will likely drive more, increasing wear and tear on their vehicles. This supports demand for the products that O'Reilly sells. And in economic downturns, consumers will decide to delay buying new vehicles. Instead, they'll invest in maintaining their existing cars. Again, this benefits O'Reilly. Advertisement This is evident in the company's same-store sales (SSS) trend. 2025 is set to be O'Reilly's 33rd straight of reporting positive SSS growth, an unbelievable streak. There's no reason to believe this won't continue in 2026. Besides increasing SSS, opening new stores is what drives growth for the business. Management plans to end 2025 having opened 200 to 210 net new locations. This industry is fragmented, which gives O'Reilly a sizable runway to keep expanding. Executives are looking to open 230 locations (at the midpoint) in 2026. Expect more stock buybacks Because of O'Reilly's impressive financial performance, regardless of macro conditions, the business is consistently profitable. In fact, net income has increased at a compound annu...
How the market kicks off the new year could set the tone for the remainder of 2026. Investors return to their trading desks next week after wrapping up the holiday season, optimistic for the new year but with some trepidation for what's to come. The S & P 500 is expected to post yet another double-digit advance in 2026 , according to strategists polled by CNBC, but there are also concerns that sto...
How the market kicks off the new year could set the tone for the remainder of 2026. Investors return to their trading desks next week after wrapping up the holiday season, optimistic for the new year but with some trepidation for what's to come. The S & P 500 is expected to post yet another double-digit advance in 2026 , according to strategists polled by CNBC, but there are also concerns that stocks could spend much of the year range-bound. After the massive artificial intelligence-fueled run-up of the last three years, investors are hoping corporate earnings growth can now catch up to valuations. The early days could give investors some clue as to how the rest of the year will go. The January Barometer devised in 1972 by Yale Hirsch — who popularized the old Wall Street adage, "As goes January, so goes the year" — has had an impressive track record: an 84% accuracy ratio. As a matter of fact, it bore out again in 2025, with the S & P 500 rising 2.7% in January. That was followed by three straight months of declines before the broad market index staged a major comeback, ending the year up more than 16%. .SPX 1Y mountain The S & P 500 in the past 12 months The initial read is shaky. Stocks alternated between gains and losses on Friday, the first trading day of the new year. Santa Claus — the seasonal rally that typically materializes in the last five trading days of one year, and the first two of the next — failed to show. The First Five Days are off to a rough start. And, even in the week ahead, there are major hurdles the stock market will have to get through, including developments at a major tech conference and the latest jobs report. Just this week, Bank of America strategist Savita Subramanian noted the S & P 500 has "never been more expensive" when looking at a raft of metrics she uses. She added "risks to the index abound in 2026." Nevertheless, many investors maintain that the backdrop for equities remains favorable in 2026. There's the stimulus from the On...
It seems a little distant now, a little by-the-by, that this Ashes series was billed, among other things, as a referendum on Zak Crawley’s England career. The tour he was groomed for. The hidden sub-menace in his one-year central contract offer. Here was a chance to justify the high-wire walk of the last few years, to find an answer, perhaps, to the eternal question: is Zak Crawley actually any go...
It seems a little distant now, a little by-the-by, that this Ashes series was billed, among other things, as a referendum on Zak Crawley’s England career. The tour he was groomed for. The hidden sub-menace in his one-year central contract offer. Here was a chance to justify the high-wire walk of the last few years, to find an answer, perhaps, to the eternal question: is Zak Crawley actually any good? In the event other things have happened, other warning lights blinked, other elements of England’s collective failure creaked more urgently. Shoaib Bashir, the project spinner, plucked from social media for this tour, is in the 12 for Sydney. He hasn’t taken a wicket in a proper game since July. Good luck babe! Meanwhile Crawley is preparing to play his 64th Test, 10th on the all-time list for England openers. He averages 31. He averaged 31 at the start of the tour. He looks better than 31. He always looks better than 31. In Australia he has managed to make a pair in the first Test, but still end up as England’s top scorer heading into the fifth. Albeit on the current tour this is a variation on tallest very small person territory, most enjoyable snicko discussion, most luxuriously high-end TNT sport broadcast segment. Crawley averages 31 in this series too. This is Crawley maths. He will always average 31, feast or famine. It is his destiny to remain unshakably himself. The Crawley identity will always be associated for some with the idea of favour, entitlement, indulgence. But there have been many more selfish England batters than this. A more favourable metric: Crawley has been part of 30 England Test victories, only one behind Michael Atherton but in 52 fewer matches. This time around there has been variation. In Adelaide Crawley batted with restrained resilience for four hours on a fourth-day pitch. In Melbourne he produced a classic Zakball jaunty 37 in the fourth-innings chase, an innings that included the shot of the series, the straight six lifted with an easy ...
watch now In this video XRP.CM= BTBT BTC.CM= ETH.CM= Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email Crypto World Bitcoin rises to $90,000 level on second day of 2026: CNBC Crypto World On today's episode of CNBC Crypto World, major cryptocurrencies are on the rise to close out the week. And, Bit Digital CEO Sam Tabar provides his 2026 ...
watch now In this video XRP.CM= BTBT BTC.CM= ETH.CM= Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email Crypto World Bitcoin rises to $90,000 level on second day of 2026: CNBC Crypto World On today's episode of CNBC Crypto World, major cryptocurrencies are on the rise to close out the week. And, Bit Digital CEO Sam Tabar provides his 2026 outlook for the Ethereum network, ether ETFs and digital asset treasury companies. 09:50 6 minutes ago Talia Kaplan Kaan Oguz
Push For Censorship On Campus Hit Record Levels In 2025 Authored by Sean Stephens via American Greatness, This year, the fight over free expression in American higher education reached a troubling milestone. According to data from the Foundation for Individual Rights and Expression , efforts to censor speech on college campuses hit record highs and across multiple fronts—and most succeeded. Let’s ...
Push For Censorship On Campus Hit Record Levels In 2025 Authored by Sean Stephens via American Greatness, This year, the fight over free expression in American higher education reached a troubling milestone. According to data from the Foundation for Individual Rights and Expression , efforts to censor speech on college campuses hit record highs and across multiple fronts—and most succeeded. Let’s start with the raw numbers. In 2025, FIRE’s Scholars Under Fire, Students Under Fire, and Campus Deplatforming databases collectively tracked: 525 attempts to sanction scholars for their speech, more than one a day, with 460 of them resulting in punishment. 273 attempts to punish students for expression, more than five a week, with 176 of these attempts succeeding. 160 attempts to deplatform speakers, about three each week, with 99 of them succeeding. That’s 958 censorship attempts in total, nearly three per day on campuses across the country. For comparison, FIRE’s next highest total was 477 two years ago. The 525 scholar sanction attempts are the highest ever recorded in FIRE’s database, which spans from 2000 to the present. Even when a large-scale incident at the U.S. Naval Academy is treated as just a single entry, the 2025 total still breaks records. Twenty-nine scholars were fired, including 18 who were terminated since September for social media comments about Charlie Kirk’s assassination. Student sanction attempts also hit a new high, and deplatforming efforts—our records date back to 1998—rank third all-time, behind 2023 and 2024. The problem is actually worse because FIRE’s data undercounts the true scale of campus censorship. Why? The data rely on publicly available information, and an unknown number of incidents, especially those that may involve quiet administrative pressure, never make the public record. Then there’s the chilling effect. Scholars are self-censoring . Students are staying silent . Speakers are being disinvited or shouted down . And administrato...
Recent declines in U.S. stocks may be concerning because they defy the historical Santa Claus rally. However, overall, the major indexes posted solid gains in 2025, despite the April sell-off triggered by President Trump’s sweeping tariff declarations. Now, they are even better positioned to build momentum due to the “January Effect,” a seasonal tendency for stocks to rise throughout January. Stoc...
Recent declines in U.S. stocks may be concerning because they defy the historical Santa Claus rally. However, overall, the major indexes posted solid gains in 2025, despite the April sell-off triggered by President Trump’s sweeping tariff declarations. Now, they are even better positioned to build momentum due to the “January Effect,” a seasonal tendency for stocks to rise throughout January. Stock prices often gain momentum as investors reinvest year-end bonuses and engage in tax-loss harvesting, which leads to renewed buying in the markets. Therefore, it’s prudent for astute investors to capitalize on this bullish trend by investing in growth-oriented stocks. Many of these opportunities are concentrated in the technology sector, which has gained significantly from the artificial intelligence (AI) boom, the main force driving market growth for some time. Notable among them are NVIDIA Corporation NVDA, Micron Technology, Inc. MU and Palantir Technologies Inc. PLTR. Let’s see why they are positioned for growth and what makes them a compelling buy – NVIDIA Set for Strong Growth on AI Demand and Trade Easing NVIDIA’s strong competitive edge in the AI hardware segment and persistent demand for its next-generation Blackwell chips and cloud graphics processing units (GPUs) are set to drive growth. Lately, the Trump administration has approved shipments of H200 AI chips to select customers in China ahead of the Lunar New Year holiday, indicating solid growth prospects. This move also suggests that U.S.-China trade tensions have eased to some extent, a development welcomed by NVIDIA and other semiconductor companies. Meanwhile, NVIDIA expects global data center capital outlays to increase year after year, supporting strong demand for its sought-after computing hardware. All of this has led NVIDIA to project fiscal fourth-quarter 2026 revenues at around $65 billion, with a margin of plus or minus 2%, according to investor.nvidia.com. The company’s expected earnings growth ra...
Recent declines in U.S. stocks may be concerning because they defy the historical Santa Claus rally. However, overall, the major indexes posted solid gains in 2025, despite the April sell-off triggered by President Trump’s sweeping tariff declarations. Now, they are even better positioned to build momentum due to the “January Effect,” a seasonal tendency for stocks to rise throughout January. Stoc...
Recent declines in U.S. stocks may be concerning because they defy the historical Santa Claus rally. However, overall, the major indexes posted solid gains in 2025, despite the April sell-off triggered by President Trump’s sweeping tariff declarations. Now, they are even better positioned to build momentum due to the “January Effect,” a seasonal tendency for stocks to rise throughout January. Stock prices often gain momentum as investors reinvest year-end bonuses and engage in tax-loss harvesting, which leads to renewed buying in the markets. Therefore, it’s prudent for astute investors to capitalize on this bullish trend by investing in growth-oriented stocks. Many of these opportunities are concentrated in the technology sector, which has gained significantly from the artificial intelligence (AI) boom, the main force driving market growth for some time. Notable among them are NVIDIA Corporation NVDA, Micron Technology, Inc. MU and Palantir Technologies Inc. PLTR. Let’s see why they are positioned for growth and what makes them a compelling buy – NVIDIA Set for Strong Growth on AI Demand and Trade Easing NVIDIA’s strong competitive edge in the AI hardware segment and persistent demand for its next-generation Blackwell chips and cloud graphics processing units (GPUs) are set to drive growth. Lately, the Trump administration has approved shipments of H200 AI chips to select customers in China ahead of the Lunar New Year holiday, indicating solid growth prospects. This move also suggests that U.S.-China trade tensions have eased to some extent, a development welcomed by NVIDIA and other semiconductor companies. Meanwhile, NVIDIA expects global data center capital outlays to increase year after year, supporting strong demand for its sought-after computing hardware. All of this has led NVIDIA to project fiscal fourth-quarter 2026 revenues at around $65 billion, with a margin of plus or minus 2%, according to investor.nvidia.com. The company’s expected earnings growth ra...
Recent declines in U.S. stocks may be concerning because they defy the historical Santa Claus rally. However, overall, the major indexes posted solid gains in 2025, despite the April sell-off triggered by President Trump’s sweeping tariff declarations. Now, they are even better positioned to build momentum due to the “January Effect,” a seasonal tendency for stocks to rise throughout January. Stoc...
Recent declines in U.S. stocks may be concerning because they defy the historical Santa Claus rally. However, overall, the major indexes posted solid gains in 2025, despite the April sell-off triggered by President Trump’s sweeping tariff declarations. Now, they are even better positioned to build momentum due to the “January Effect,” a seasonal tendency for stocks to rise throughout January. Stock prices often gain momentum as investors reinvest year-end bonuses and engage in tax-loss harvesting, which leads to renewed buying in the markets. Therefore, it’s prudent for astute investors to capitalize on this bullish trend by investing in growth-oriented stocks. Many of these opportunities are concentrated in the technology sector, which has gained significantly from the artificial intelligence (AI) boom, the main force driving market growth for some time. Notable among them are NVIDIA Corporation NVDA, Micron Technology, Inc. MU and Palantir Technologies Inc. PLTR. Let’s see why they are positioned for growth and what makes them a compelling buy – NVIDIA Set for Strong Growth on AI Demand and Trade Easing NVIDIA’s strong competitive edge in the AI hardware segment and persistent demand for its next-generation Blackwell chips and cloud graphics processing units (GPUs) are set to drive growth. Lately, the Trump administration has approved shipments of H200 AI chips to select customers in China ahead of the Lunar New Year holiday, indicating solid growth prospects. This move also suggests that U.S.-China trade tensions have eased to some extent, a development welcomed by NVIDIA and other semiconductor companies. Meanwhile, NVIDIA expects global data center capital outlays to increase year after year, supporting strong demand for its sought-after computing hardware. All of this has led NVIDIA to project fiscal fourth-quarter 2026 revenues at around $65 billion, with a margin of plus or minus 2%, according to investor.nvidia.com. The company’s expected earnings growth ra...
US stocks edged higher on Friday as Wall Street kicked off trading in 2026 after its third consecutive year of double-digit percentage gains. The Dow Jones Industrial Average (^DJI) gained about 0.6%, while the S&P 500 (^GSPC) increased 0.2%. The tech-heavy Nasdaq Composite (^IXIC) wavered around the flatline, despite gains in semiconductor giants Nvidia (NVDA), AMD (AMD) and Micron (MU). Shares o...
US stocks edged higher on Friday as Wall Street kicked off trading in 2026 after its third consecutive year of double-digit percentage gains. The Dow Jones Industrial Average (^DJI) gained about 0.6%, while the S&P 500 (^GSPC) increased 0.2%. The tech-heavy Nasdaq Composite (^IXIC) wavered around the flatline, despite gains in semiconductor giants Nvidia (NVDA), AMD (AMD) and Micron (MU). Shares of Tesla (TSLA) fell after the EV maker's deliveries missed expectations. Markets are coming off a sputtering end to a roller-coaster 2025 that nevertheless ended with sizable gains for the major indexes. The benchmark S&P 500 rose over 16% for the year, while the Nasdaq Composite led gains with a more-than 20% jump. Now the focus turns to 2026, though the year will likely begin in earnest come Monday. For stocks, the outlook calls for more optimism. Every Wall Street forecaster tracked by Bloomberg is predicting that stocks will rally for a fourth consecutive year. But plenty of risks remain: The AI boom could falter, the US economy could surprise, and President Trump, of course, remains a wild card as the fate of his most sweeping tariffs could become clearer this month. Gold (GC=F) and silver (SI=F) advanced to open the 2026 trading year, with the precious metals building on their best annual performances since 1979, and aluminum (ALI=F) crossed $3,000 per ton for the first time since 2022. Wall Street's bid for a "Santa Claus rally" — during the last five trading days of December and first two of January — has so far sputtered. The S&P 500 is down nearly 1% in the period, with investors looking at a third consecutive down "Santa" period. Among the top items on Wall Street's 2026 list is the Federal Reserve, where the divisions that have gripped the central bank in 2025 look likely to continue this year. President Trump has promised this month to appoint a new chair to replace Jerome Powell. For now, most traders expect the central bank to hold steady on interest rates la...
xAI’s Grok is removing clothing from pictures of people without their consent following this week’s rollout of a feature that allows X users to instantly edit any image using the bot without needing the original poster’s permission. Not only does the original poster not get notified if their picture was edited, but Grok appears to have few guardrails in place for preventing anything short of full ...
xAI’s Grok is removing clothing from pictures of people without their consent following this week’s rollout of a feature that allows X users to instantly edit any image using the bot without needing the original poster’s permission. Not only does the original poster not get notified if their picture was edited, but Grok appears to have few guardrails in place for preventing anything short of full explicit nudity. In the last few days, X has been flooded with imagery of women and children appearing pregnant, skirtless, wearing a bikini, or in other sexualized situations. World leaders and celebrities, too, have had their likenesses used in images generated by Grok. AI authentication company Copyleaks reported that the trend to remove clothing from images began with adult-content creators asking Grok for sexy images of themselves after the release of the new image editing feature. Users then began applying similar prompts to photos of other users, predominantly women, who did not consent to the edits. Women noted the rapid uptick in deepfake creation on X to various news outlets, including Metro and PetaPixel. Grok was already able to modify images in sexual ways when tagged in a post on X, but the new “Edit Image” tool appears to have spurred the recent surge in popularity. In one X post, now removed from the platform, Grok edited a photo of two young girls into skimpy clothing and sexually suggestive poses. Another X user prompted Grok to issue an apology for the “incident” involving “an AI image of two young girls (estimated ages 12-16) in sexualized attire,” calling it “a failure in safeguards” that it said may have violated xAI’s policies and US law. (While it’s not clear whether the Grok-created images would meet this standard, realistic AI-generated sexually explicit imagery of identifiable adults or children can be illegal under US law.) In another back-and-forth with a user, Grok suggested that users report it to the FBI for CSAM, noting that it is “urgently ...
What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.3% in the morning session after investor optimism grew following favorable analyst predictions for 2026 and anticipation of new product announcements. The move came as top Wall Street analysts predicted a potential 32% jump in the stock's value for 2026, building on significant gains from the previous year. This positive o...
What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.3% in the morning session after investor optimism grew following favorable analyst predictions for 2026 and anticipation of new product announcements. The move came as top Wall Street analysts predicted a potential 32% jump in the stock's value for 2026, building on significant gains from the previous year. This positive outlook was tied to AMD's role in the artificial intelligence sector, driven by demand for high-performance computing and data centers. Adding to the excitement were rumors that the company planned to reveal a new, faster Ryzen chip and a new generation of processors at the upcoming CES 2026 conference. AMD's stock also benefited from a broader rally in tech stocks, as fresh excitement surrounding the prospects of AI lifted the sector. After the initial pop the shares cooled down to $220.34, up 2.9% from previous close. Is now the time to buy AMD? Access our full analysis report here. What Is The Market Telling Us AMD’s shares are extremely volatile and have had 30 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 14 days ago when the stock gained 6.8% on the news that investor optimism around artificial intelligence fueled broad market gains. Technology stocks with a focus on artificial intelligence once again led the market higher, boosting the Nasdaq and S&P 500. Companies at the forefront of the AI boom, such as Nvidia and Broadcom, saw significant jumps in their share prices. The rally reflects a renewed belief among investors in the transformative potential of AI technology to drive future growth and productivity. The rally was further supported by a surprise cooling in the November consumer price index (CPI) report, which triggered market pricing for additional rate cuts in ...
Key Points Cameco, a leading uranium miner in North America, is in position to benefit from rising domestic demand. Its 49% stake in Westinghouse Electric diversifies its revenue streams within the nuclear value chain. A recent partnership with the U.S. government aims to build more than $80 billion in new reactors. 10 stocks we like better than Cameco › It has been a banner year for investors in ...
Key Points Cameco, a leading uranium miner in North America, is in position to benefit from rising domestic demand. Its 49% stake in Westinghouse Electric diversifies its revenue streams within the nuclear value chain. A recent partnership with the U.S. government aims to build more than $80 billion in new reactors. 10 stocks we like better than Cameco › It has been a banner year for investors in nuclear energy stocks and related exchange-traded funds (ETFs). Over the last year, the Global X Uranium ETF has surged 61%, while uranium miner Cameco (NYSE: CCJ) has jumped 81%. As one of the top miners in North America, Cameco is well-positioned as the U.S. and other countries look to boost domestic production or nearshore it by relying on nearby countries. The company is benefiting from tailwinds and has one added factor that provides upside amid the nuclear build-out. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » With the stock down 15% from its October peak and trading under $100 per share, is Cameco a buy? Let's dive into the business and its long-term opportunity to find out. Cameco's Westinghouse stake could provide significant upside Cameco mines uranium and provides nuclear infrastructure in North America. The company controls significant assets in key high-grade uranium mines in Canada, has ownership stakes in mines in Kazakhstan, and holds mining rights to uranium deposits in Australia. Also, its processing services refine uranium concentrates into uranium trioxide, a purified intermediate product, which is then converted into the final form required for reactor fuel. Beyond its uranium mining and processing, its stake in Westinghouse Electric offers significant upside. Cameco acquired a 49% stake in Westinghouse Electric in late 2023 and jointly owns it with Brookfield Asset Management. Historically, Cameco was a uranium miner. By owning nearly half of Westinghouse, it gai...
Jewish communities warned West Midlands police that a ban on Maccabi Tel Aviv fans attending a match against Aston Villa “could be perceived as antisemitic”, documents show. Supporters of the Israeli team were banned from attending the Europa League fixture at Villa Park in Birmingham on 6 November, causing outrage, with the prime minister, Keir Starmer, condemning it as “wrong” and suggesting it ...
Jewish communities warned West Midlands police that a ban on Maccabi Tel Aviv fans attending a match against Aston Villa “could be perceived as antisemitic”, documents show. Supporters of the Israeli team were banned from attending the Europa League fixture at Villa Park in Birmingham on 6 November, causing outrage, with the prime minister, Keir Starmer, condemning it as “wrong” and suggesting it amounted to antisemitism. The Guardian obtained redacted minutes from a meeting of the council-led safety advisory group on 16 October – the day the ban was announced – via a freedom of information request. In comments attributed to West Midlands police, the document states: “Jewish community groups have expressed concern that banning away fans could be perceived as antisemitic, rather than a public safety decision. “This perception could undermine trust and increase reputational risk for authorities and the club.” According to the document, the police also said it was aware of concerns among the Aston Villa fanbase surrounding hate crime incidents “particularly isolated incidents of antisemitic abuse”. The revelations come after West Midlands assistant chief constable, Mike O’Hara, apologised to members of Birmingham’s Jewish communities after he told MPs that some had expressed support for the ban at a committee hearing in early December. A spokesperson for the force later clarified: “It was never the intention of the officer to imply that there were members of the Jewish community who had explicitly expressed support for the exclusion of Maccabi fans.” The names of more than 25 people in attendance at the 16 October meeting have been redacted, except for those of two councillors, Waseem Zaffar and Mumtaz Hussain. Five representatives of West Midlands police were also present. According to the document, the force told the group it had “significant intelligence indicating potential for disorder” involving Maccabi Tel Aviv fans “based on recent fixtures”, citing incidents i...
Key Points Palantir sold off with the software sector, which appeared to suffer from a rotation into chip stocks. Investors may also be taking profits on the first trading day of the year to delay capital gains taxes after Palantir's monster 2025. Negative news for Tesla also may be affecting Palantir's price action at the edges today. 10 stocks we like better than Palantir Technologies › Shares o...
Key Points Palantir sold off with the software sector, which appeared to suffer from a rotation into chip stocks. Investors may also be taking profits on the first trading day of the year to delay capital gains taxes after Palantir's monster 2025. Negative news for Tesla also may be affecting Palantir's price action at the edges today. 10 stocks we like better than Palantir Technologies › Shares of AI software giant Palantir(NASDAQ: PLTR) plunged on Friday, falling 5.9% as of 1:41 PM EDT. There wasn't any company-specific news for Palantir today, but a combination of related factors led to the stock's big slump to start the new year. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Software rotation, profit-taking, and Elon Musk may be culprits The overall software sector fell on Friday, so Palantir certainly wasn't alone in its decline. The across-the-board declines in software stocks, combined with an unusually strong day for semiconductor stocks, point to a big rotation among technology investors today. In addition to that apparent rotation, Palantir may also be seeing a round of profit-taking on the first trading day of the new year. The stock was up 138% in 2025, as the company delivered a series of earnings reports that consistently exceeded expectations, with quarterly growth accelerating between 40% and 60% every quarter. Investors may have been waiting to sell the stock until the new year in order to defer capital gains tax payments until April of 2027. So, that mere technical factor could be playing a part in the sell-off today. Meanwhile, Palantir may be suffering somewhat from its association with Elon Musk. Musk and Palantir co-founder Peter Thiel are close friends, dating back to their days as early founders of PayPal. Elon Musk's Tesla(NASDAQ: TSLA) reported fourth quarter deliveries of 418,227 vehicles today, which was well short of the 440,907 vehicle count that Wa...
Just over a year after being sentenced to five years in prison for the theft of billions of dollars in Bitcoin, hacker Ilya Lichtenstein is free. Lichtenstein announced his release in a post on X, specifically crediting Trump: “Thanks to President Trump’s First Step Act, I have been released from prison early. I remain committed to making a positive impact in cybersecurity as soon as I can.” The F...
Just over a year after being sentenced to five years in prison for the theft of billions of dollars in Bitcoin, hacker Ilya Lichtenstein is free. Lichtenstein announced his release in a post on X, specifically crediting Trump: “Thanks to President Trump’s First Step Act, I have been released from prison early. I remain committed to making a positive impact in cybersecurity as soon as I can.” The First Step Act Lichtenstein referenced is a criminal justice reform bill passed in 2018 during the first Trump administration and expands options for early release, such as earned time credits. A Trump administration official confirmed the early release in a statement to CNBC, claiming that Lichtenstein “has served significant time on his sentence and is currently on home confinement consistent with statute and Bureau of Prisons policies.” Lichtenstein’s wife, Heather Morgan, replied to his announcement post with a photo of the two of them. Morgan, who some might know as the infamous rapper “Razzlekhan” or “the Crocodile of Wall Street,” was also charged for the scheme to launder billions of dollars worth of Bitcoin stolen in the 2016 hack of crypto exchange Bitfinex. She was only sentenced to 18 months in prison, but was also apparently released early, a development she announced from her bathtub in a post on X in October. Morgan and Lichtenstein weren’t arrested for the hack until 2022. The duo have since become the subject of a Netflix docuseries and an upcoming film.