iShares MSCI USA Momentum Factor ETF

Evercore ISI Maintains Oracle's Buy Rating

West Family Investments Inc. Increased JPMorgan Stake in Q2

Dell'Oro Report: Accton, Arista and Cisco Gain Most Share, Celestica and NVIDIA Continue to Lead

Rosenblatt Maintains Meta Platforms’ Target Price at $1117 Per Share

META Strikes Multiple AI Data Agreements with News Publishers

Finer Wealth Management Inc. Increases Stake in Palantir Technologies Inc.

Microsoft Files Patent for Time Analysis in Video Conferences with Audio-Visual Cues

Investment bank Wedbush praises Palantir following a customer event

NVIDIA to pay quarterly cash dividend of $0.01 per share

Trust Securities Raises Alphabet's Target Price to $350

Palantir and NVIDIA Collaborate to Advance Rodeo with AI and Computer Vision

JPMorgan Discloses 1.02% Stake in Bakkavor Group

Microsoft Fully Opens Upgrade Path to Windows 11 25H2

Meta begins blocking under-16 user accounts as Australia implements teen social media ban.

Meta Launches Central Support Center to Simplify Account Recovery

JPMorgan Cuts Long Position in Ganfeng Lithium H Shares

Maripau Wealth Management LLC Increases Stake in Alphabet Inc.

JPMorgan Cuts Stake in Ascena

JPMorgan Increases Stake in Arhaus Inc.

Carroll Investors Inc Reduces Holdings in AMD

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Hoyne Bancorp

Tradr 2X Long ASTS Daily ETF

ORCL

Evercore ISI's Kirk Materne maintained a Buy rating on Oracle with a $385 price target. Citi's Tyler Radke also issued a Buy rating, while RBC Capital maintained a Hold rating. Materne, focusing on technology stocks, has a 9.2% average return and a 55.61% success rate. The report highlights Oracle's positive analyst sentiment.

Tip Ranks

Oracle

Oracle (ORCL): New Buy Recommendation for This Technology Giant

West Family Investments Inc. increased its holdings in JPMorgan Chase & Co. by 53.4% in Q2, owning 15,150 shares valued at $4.39 million. This makes JPMorgan Chase & Co. the 16th largest position in their portfolio. Other institutional investors also adjusted their holdings, with JPMorgan's stock performance showing a 12-month high of $322.25 and a recent quarterly dividend increase to $1.50 per share.

Market Beat

JPMorgan Chase

West Family Investments Inc. Has $4.39 Million Position in JPMorgan Chase & Co. $JPM

Meta Platforms

Strategy Capital LLC Has $122.41 Million Stake in Meta Platforms, Inc. $META

Dec 5 (Reuters) - Meta ​has ‌struck several commercial ‌AI data agreements with ⁠news ‌publishers including USA ‍Today, People Inc, CNN, ​Fox News, ‌The Daily Caller, Washington Examiner and ⁠Le ​Monde, ​Axios reported on Friday.(Reporting ‍by ⁠Zaheer Kachwala in ⁠Bengaluru; Editing ‌by Shinjini ‌Ganguli)

- Meta has entered into multiple commercial AI data agreements with various news publishers.  
- The publishers involved include USA Today, People Inc, CNN, Fox News, The Daily Caller, Washington Examiner, and Le Monde.  
- This development highlights Meta's ongoing efforts to collaborate with media organizations in the AI space.  

Yahoo Finance

Meta strikes multiple AI deals with news publishers, Axios reports

META STRIKES MULTIPLE AI DEALS WITH NEWS PUBLISHERS-AXIOSMETA SAID IT HAS STRUCK SEVERAL COMMERCIAL AI DATA AGREEMENTS WITH NEWS PUBLISHERS RANGING FROM USA TODAY, PEOPLE INC., CNN, FOX NEWS, THE DAILY CALLER, WASHINGTON EXAMINER AND LE MONDE-AXIOS

- Meta has announced multiple commercial AI data agreements with various news publishers.  
- The publishers involved include USA Today, People Inc., CNN, Fox News, The Daily Caller, Washington Examiner, and Le Monde.  
- These agreements aim to enhance Meta's AI capabilities through collaboration with established media outlets.  

Reuters

Meta Strikes Multiple Ai Deals With News Publishers-Axios

GOOGL

BEPC

MSFT

GOOG

Brookfield Renewable, controlled by Brookfield Asset Management, is a high-yield investment opportunity linked to AI's power needs. Offering a partnership yield of 5.3% and a corporate yield of 3.7%, it attracts income-focused investors. Brookfield Renewable's clean energy portfolio supports AI giants like Microsoft and Google, making it a diversified, global player in solar, wind, storage, hydroelectric, and nuclear power. It's a solid investment for those seeking high yields and involvement in AI's infrastructure without direct tech stock exposure.

- Brookfield Asset Management is focusing on digitization and clean energy investments, with Brookfield Renewable as a key vehicle.  
- The partnership offers a distribution yield of 5.3%, while the corporate version yields 3.7%, appealing to different types of investors.  
- Brookfield Renewable's diversification and partnerships with tech giants position it as a strong investment opportunity in the clean energy sector, particularly as demand for AI-related energy solutions grows.

Motley Fool

Alphabet

Brookfield Renewable

Microsoft

Alphabet - C

High-Yield Brookfield Renewable Is Building the Real Backbone of the AI Revolution

AAPL

NVDA

AAPB

AAPD

AAPU

AAPX

AAPY

APLY

Robert Cyran discusses Big Tech valuations, highlighting Warren Buffett's views on cash flow importance. Despite AI hype, Apple and Amazon have high valuations due to strong cash flow, while Meta's heavy capital expenditure lowers its valuation. Nvidia and Oracle are exceptions, with Nvidia's cyclical hardware demand affecting its valuation. Investors prefer immediate cash flow over future promises.

- The article discusses the contrasting valuations of major tech companies amid the AI hype, highlighting that Apple trades at a premium despite its limited direct exposure to AI.  
- It explains that investors value Apple’s earnings highly because they convert into free cash flow, while companies like Meta face lower valuations due to high capital expenditures that reduce free cash flow.  
- The piece concludes that current investor behavior indicates a preference for companies with strong cash flow fundamentals over those heavily investing in AI, supporting Apple's cautious approach.

Apple

Amazon

NVIDIA

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XL2CSOPNVDA

XI2CSOPNVDA

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BREAKINGVIEWS-Big Tech valuation riddle is all about cash flow

GGLS

GGLL

Top analyst Michael Levine from Pivotal Research has raised Alphabet's (GOOGL) price target to $400, indicating a 26% upside. Levine highlights Alphabet's strong AI system, Gemini, and its strategic advantages over rivals. He believes Alphabet's revenue, profits, and free cash flow will continue to improve. Wall Street maintains a Strong Buy consensus on Alphabet stock.

- Alphabet (GOOGL) received a new price target of $400 from Pivotal Research, indicating a 26% upside, as analyst Michael Levine maintains a Buy rating.  
- Levine highlights Alphabet's strong positioning with its AI system, Gemini, which is expected to gain further traction and improve profit margins, especially with Apple paying for access.  
- The overall sentiment on Wall Street remains positive, with a Strong Buy consensus based on 29 Buys and seven Holds, although the average price target suggests shares are currently fully priced.

Direxion Daily Googl Bear 1x Shares

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'It's Not a Close Fight Anymore,'Says Top Analyst About Alphabet Stock

Meta Platforms is shifting focus from the Metaverse to AI-powered hardware, investing billions in wearable devices like AI glasses. This move, led by CEO Mark Zuckerberg, aims to compete with Apple's hardware dominance. The transition is seen as sensible by analysts, as hardware success may be more sustainable than AI model development. Meta's stock rose over 3% on the news, while Apple faces challenges with its own smart glasses and talent retention.

- Meta Platforms (META) is shifting its focus from the Metaverse to AI-powered wearable devices, following significant losses in its Reality Labs division.  
- This transition has led to a 3% increase in stock value, as CEO Mark Zuckerberg reallocates resources from the Metaverse to AI glasses, which are seen as a potential replacement for smartphones.  
- The move raises concerns for Apple, which has been slow to invest in AI technology and faces competition from Meta's advancements in hardware, while also dealing with talent loss to rivals.  

Meta Stock Rips Higher as Zuckerberg Slashes Metaverse Budget to Fuel $70 Billion AI Bet Against Apple's Hardware Lead

GE Aerospace (NYSE:GE) announced a quarterly dividend of $0.36 per share, payable on January 26th to shareholders of record on December 29th. The dividend yield is 0.5%, with a payout ratio of 22.2%. GE Aerospace has consistently raised its dividend over the past two years. The company reported strong earnings, with a Q3 EPS of $1.66, surpassing estimates, and a revenue increase of 26.4% year-over-year. Analysts expect continued dividend coverage with a future payout ratio of 22.3%.

GE Aerospace

GE Aerospace to Issue Quarterly Dividend of $0.36 (NYSE:GE)

PLTR

Michael Burry warns that the U.S. stock market will face a long-term bear market similar to that of 2000 due to the dominance of passive investing. He bets that Palantir will significantly decline in two years because this highly valued company "barely makes any money but has created a bunch of billionaires." He believes that the high costs of AI will threaten Google's search business and that large model services will become highly commoditized. He stated, "We do not need the Federal Reserve," and revealed that he holds gold

- Michael Burry expresses a pessimistic outlook on the U.S. stock market, predicting a prolonged bear market similar to 2000 due to the dominance of passive investing.  
- He criticizes the current AI investment frenzy, likening it to the "data transmission bubble" of 2000, and highlights concerns over Palantir's inflated valuation and financial structure.  
- Burry also critiques the Federal Reserve, advocating for its abolition and transfer of its functions to the Treasury, arguing it has not contributed positively over its century-long existence.

Wallstreetcn

Palantir Tech

Big short Burry warns that U.S. stocks will repeat the "2000" bear market: capital expenditure is nearing its peak, and two years is enough for the AI bubble to burst!

Hassett eyed as Trump’s next Fed chair, Comcast’s cable spinoff could be valued at $10 billion, Hovnanian earnings sank the sector, more news to start your day.

Meta opens a new frontier in AI race. Why it’s a warning for Apple.