News
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Why This AI Winner Might Be Just Getting Started
Key PointsNvidia GPUs are sold out in advance of their production.The overall demand for AI computing hardware is only going to rise over the next few years. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been a massive long-term winner from the AI megatrend, even if its stock has ...The Motley Fool
Thu, Dec 4
Payments winners need pricing power, tech edge in 2026, says J.P. Morgan
J.P. Morgan prefers shares of payment and fintech companies with pricing power, strong incremental margins, and front book velocity for 2026 "2026 feels like a show-me execution year and an investment year in new initiatives and tech, so a lot can go right, but a lot can disappoint too" - JP...Reuters
Thu, Dec 4
LIVE MARKETS-European software: a better year ahead?
STOXX 600 up 0.4%Autos lead gainersPhilips top fallerWall St futures steadyWelcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com EUROPEAN SOFTWARE: A BETTER YEAR AHEAD? Europ...Reuters
Thu, Dec 4
C3 AI falls as Q2 loss widens
Shares of enterprise artificial intelligence software provider C3 AI AI.N down 1.4% at $14.8 premarket Co reports Q2 adjusted net loss of $34.8 mln, or $0.25/shr, on December 3, versus $7.8 mln, or $0.06/shr, a year earlier"We have crafted a detailed execution plan ... I believe the execution of...Reuters
Thu, Dec 4
U.S. STOCKS ON THE MOVE-Salesforce, Dollar General, gold miners
The Day Ahead newsletter: https://refini.tv/3LI4BU7The Morning News Call newsletter: https://refini.tv/3dKUyB8U.S. stock index futures were little changed on Thursday as investors took a pause after expectations of an imminent Federal Reserve interest rate cut lifted Wall Street's main indexes t...Reuters
Thu, Dec 4
Retiring in 2026? 3 Essential Moves to Make This December.
Key PointsMake sure you make a smart Social Security filing decision.Assess your savings to understand what income to anticipate.Create a "keep busy" plan so you don't end up bored and unhappy. The $23,760 Social Security bonus most retirees completely overlook › For many people, 2026 is shaping up ...The Motley Fool
Thu, Dec 4
Is This the Most Overlooked AI Stock Trading Today?
Key PointsQualcomm is finally pulling the right strings to make a dent in the AI market.Its growth has picked up of late, and could be able to sustain its momentum.Qualcomm stock trades at an attractive valuation, providing an opportunity.10 stocks we like better than Qualcomm › The artificial intel...The Motley Fool
Thu, Dec 4
Eli Lilly $1 trln value is bet on Coke-like future
DUBLIN, Dec 4 (Reuters Breakingviews) - Eli Lilly LLY.N is looking more like a tech giant than a drugmaker. Last month, the creator of Mounjaro and Zepbound’s market value soared past $1 trillion. The U.S. group’s obesity treatments and pipeline of drugs only partly explain the he...
Reuters
Thu, Dec 4
UK's FTSE 100 edges higher as investors assess corporate updates; Burberry rises
Dec 4 (Reuters) - UK's FTSE 100 ticked up on Thursday, with investors assessing corporate updates and economic data suggesting potential weakness, while Burberry gained after an HSBC price target raise on the luxury goods maker.Reuters
Thu, Dec 4
EU considering interim measures against Meta, EU antitrust chief says
BRUSSELS, Dec 4 (Reuters) - EU regulators are considering whether to impose interim measures against Meta META.O over its rollout of artificial intelligence features in its messaging service WhatsApp, EU antitrust chief Teresa Ribera said on Thursday.Ribera, who had earlier opened an investigation i
Reuters
Thu, Dec 4
Horizon Aircraft taps F1 supplier Motion Applied for flying taxi motor system
By Anshuman Tripathy Dec 4 (Reuters) - Canada's Horizon Aircraft HOVR.O, which is developing a hybrid-electric vertical takeoff and landing aircraft, said on Thursday it has partnered with UK-based Motion Applied to design a key component for its flying taxi.The partnership will focus on...Reuters
Thu, Dec 4
First Majestic Silver slips after $300 mln convertible bond sale
U.S.-listed shares of Canadian miner First Majestic Silver AG.N down 1.5% to $15.45 before the bell after debt-refinancing capital raiseAG late Weds announced pricing private offering of $300 mln 0.125% convertible bonds (CBs) due 2031Initial conversion price set at $22.36, a 42.5% premium to shares...Reuters
Thu, Dec 4
Berenberg cuts PT on PPG Industries amid automotive refinish sales uncertainty
Berenberg cuts price target on global paint supplier PPG Industries PPG.N to $110 from $131The new price target represents an 8.4% upside to the stock's last closeBrokerage cites uncertainty around high-margin automotive refinish sales dropping sharply in Q3, suspecting a mix of higher insurance...Reuters
Thu, Dec 4
Dollar General raises annual profit forecast
Dollar General DG.N raised its annual profit forecast on Thursday, banking on its efforts to lower retail shrink and inventory-related damages coupled with resilient demand at its discount stores.The company expects annual earnings per share in the range of $6.30 to $6.50, compared with its earlier ...Reuters
Thu, Dec 4
3 Reasons Verizon Stock Will Likely Continue to Underperform the Market
Key PointsVerizon's debt levels are an ongoing concern.Its generous payout may not be sustainable.Right now, the stock has no obvious catalysts.10 stocks we like better than Verizon Communications › Verizon Communications (NYSE: VZ) may be one of the more surprising underperformers in the market tod...The Motley Fool
Thu, Dec 4
Lennar falls as JP Morgan cuts to 'underweight'
Shares of U.S. homebuilder Lennar LEN.N down 2.4% at $130 premarketJP Morgan downgrades rating to "underweight" from "neutral", cuts PT to $115 from $118New PT shows a downside of 13.6% from the stock's last close Brokerage expects margin pressure on co due to higher incentiv...Reuters
Thu, Dec 4
Will Buying Archer Aviation Stock Below $10 Make Investors Rich?
Key PointsArcher Aviation has a multibillion-dollar backlog of orders and partnerships with big manufacturing names like United Airlines and Stellantis.The eVTOL maker is currently working through the regulatory process to commercialize its air taxis. 10 stocks we like better than Archer Aviation › ...The Motley Fool
Thu, Dec 4
4 Trillion Reasons to Buy Nvidia Stock Right Now
Key PointsNvidia's GPUs are still the most popular hardware available.The company may be conceding some of its market share.But management projects monster growth in data centers.10 stocks we like better than Nvidia › Over the past few weeks, Nvidia (NASDAQ: NVDA) hasn't been the strong stock it typ...The Motley Fool
Thu, Dec 4
This Elite Financial King Could See Payout Growth Hit 7% By 2028
Key PointsFederal Realty is a real estate investment trust focused on strip malls and mixed-use assets.The company has increased its dividend annually for 58 consecutive years.Dividend growth usually varies, and it could be time for a growth uptick at Federal Realty.10 stocks we like better than Fed...The Motley Fool
Thu, Dec 4
3 Top ETFs I Plan to Pile Into in December to Boost My Passive Income in 2026
Key PointsThe Schwab U.S. Dividend Equity ETF holds 100 top dividend-paying stocks. The JPMorgan Equity Premium Income ETF is a passive way to collect options income. The State Street SPDR Portfolio High Yield Bond ETF is a lower-risk way to invest in high-yield, or "junk," bonds. 10 stocks we like ...The Motley Fool
Thu, Dec 4
