First Trust Nasdaq Tech Div Ind

Evercore ISI Maintains Oracle's Buy Rating

TSMC Chairman C.C. Wei appears in mainland China for the first time in two and a half years

Schonfeld Discloses Interests and Dealings in Qualcomm Subsidiary

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

Marshall Wace LLP Increased Holdings in Lam Research Corporation

Analysis suggests TSMC plans to raise prices in 2026 due to strong demand

Microsoft Fully Opens Upgrade Path to Windows 11 25H2

New York Times: TSMC's Arizona Plant Brings a Thriving Taiwanese Community to the Area

IDC Forecasts 20% Growth for Foundry Market in 2026, with TSMC's Market Share Reaching 73.1%

Wellington Management Discloses Its Stake and Short Positions in Qualcomm

Morgan Stanley Capital Services Discloses Qualcomm's Transactions Involving Alphawave IP Group

IBM Reaffirms Commitment to EU DORA Compliance and Cooperation

EverSource Wealth Advisors LLC Reduced Holdings in Oracle Corporation

EverSource Wealth Advisors LLC increased its TSMC holdings

IBM and Bayer 04 Leverkusen Collaborate on Innovative Solutions

TSMC Begins Construction of 1.4-Nanometer Fab at Central Taiwan Science Park

Microsoft Plans to Increase Xbox Series X|S Production for GTA VI Launch

Microsoft to Pay Dividend on December 11, 2025

Analyst comments that Jensen Huang's "AI Belt and Road" remark has little impact on TSMC

TSMC rallies late, driving Taiwan stock market to close up 185 points

NVIDIA

Apple

Alphabet - C

Alphabet

Microsoft

VG Total Stock

Amazon

Broadcom

VG S&P 500

Meta Platforms

ORCL

Oracle (ORCL) is poised for a rebound after a 35% stock crash due to uncertainty over a contract with OpenAI. Analysts forecast a 15% sales increase driven by cloud and AI products, with earnings expected to rise 12% year-over-year. Despite lower profit margins, the stock is seen as a buying opportunity at its current valuation. Analyst sentiment is a Moderate Buy, with a 12-month price target of $351.87, indicating a 64.2% upside potential.

Tip Ranks

Oracle

Oracle Stock (ORCL) Gears Up for Rebound Earnings after 35% Crash as OpenAI Hangover Ends

its fiscal second-quarter earnings provide an opportunity to prove that the company is on a high-growth path with or without OpenAI

Oracle earnings are coming. It can’t go any worse than last time for the stock.

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.

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

QCOM

Schonfeld Strategic Advisors LLC disclosed its interests in Alphawave IP Group PLC and Qualcomm Inc, representing over 1% of relevant securities. The disclosure includes positions in ordinary shares and cash-settled derivatives, with a total of 9,136,807 shares at 1.15%. No indemnity or option arrangements were reported. The disclosure is part of Rule 8.3 of the Takeover Code.

- Schonfeld Strategic Advisors LLC disclosed its position in Alphawave IP Group PLC, reporting ownership of 9,136,807 cash-settled derivatives, representing 1.15% of relevant securities.  
- The disclosure was made under Rule 8.3 of the Takeover Code, with the position held as of December 4, 2025.  
- Additionally, the firm is also making disclosures regarding Aqua Acquisition Sub LLC, a subsidiary of Qualcomm Incorporated.

London Stock Exchange

Qualcomm

REG - Schonfeld Strategic Alphawave IP Group Qualcomm Inc - Form 8.3 - Alphawave IP Group PLC

Dividend Roundup: Microsoft, UnitedHealth Group, Analog Devices, Nucor, and more

businessinsider

NU Holdings

Nucor

Unitedhealth

Analog Devices

Dividend Roundup: Microsoft, UnitedHealth Group, Analog Devices, Nucor, and more

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

Brookfield Renewable

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

NVDA

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.

Reuters

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BREAKINGVIEWS-Big Tech valuation riddle is all about cash flow

LRCX

Marshall Wace LLP increased its holdings in Lam Research Corporation by 77.5% in Q2, owning 1,502,100 shares worth $146.2 million. Other investors like Epoch Investment Partners and Baird Financial Group also boosted their stakes. Insider sales included Director Bethany Mayer and SVP Vahid Vahedi. Lam Research reported Q2 earnings of $1.26 per share, beating estimates, with revenue up 27.7% year-over-year. The company announced a quarterly dividend payable on January 7th.

Market Beat

Lam Research

Marshall Wace LLP Increases Stock Position in Lam Research Corporation $LRCX

Key market events for the week include the US Federal Reserve's interest rate decision, with an expected quarter-point cut, and Oracle's Q2 earnings report. Analysts predict Oracle's earnings to grow by 11.4% with significant capex increase. The Fed's decision could impact the USD/JPY exchange rate, and Oracle's stock may see volatility post-earnings.

- The week beginning December 8, 2025, will feature significant market events, including earnings reports from Adobe, Oracle, and Broadcom, alongside a highly anticipated US Federal Reserve interest rate decision.  
- Analysts predict a quarter-point rate cut, which could influence the S&P 500's trajectory and the USD/JPY exchange rate, as well as impact Oracle's upcoming earnings, where expectations are mixed.  
- Additionally, the UK is expected to report flat GDP growth for October, raising the likelihood of a Bank of England rate cut to stimulate the economy.

CMC Markets

The Week Ahead: Fed rate decision, Oracle earnings, UK GDP

ADBE

COST

The Dow Jones Index is near its all-time high, forming a risky pattern ahead of the Federal Reserve's interest rate decision and key earnings from Adobe, Oracle, and Costco. Despite a strong uptrend, bearish divergence and a double-top pattern suggest potential pullback risks. Key catalysts include Fed's interest rate decision and earnings from major companies, impacting the stock market.

- The Dow Jones Index is currently trading at $48,000, near its all-time high, as investors await the Federal Reserve's interest rate decision and earnings reports from major companies.  
- The index has surged 30% from its April low but is forming a bearish double-top pattern, indicating potential pullback risks unless it surpasses $48,375.  
- Key catalysts include the Fed's anticipated interest rate cut and earnings from companies like Oracle and Adobe, which could significantly influence market trends.

Invezz

Adobe

Costco Wholesale

Dow Jones forms risky pattern ahead of Fed, Adobe, and Oracle earnings