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SoftBank is in talks to acquire DigitalBridge, the digital-infrastructure investor behind data centers, cell towers, fiber networks and edge assets, a source told Reuters. A deal could be reached by year-end, though discussions are still ongoing. Details 👇 en.oninvest.com/article/digi...
Digital infra investor DigitalBridge soars on potential SoftBank takeover deal – Oninvest
Shares of DigitalBridge, a mid-cap digital infrastructure firm investing across data centers, cell towers, fiber networks, small cells, and edge infrastructure, soared more than 45% on Friday, Decemb...
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Barron’s says small-cap stocks could be a promising 2026 play. The S&P SmallCap 600 has recently outperformed the S&P 500, with easing uncertainty and lower rates expected to improve the outlook for smaller companies. en.oninvest.com/article/let-...
'Let the good times keep rolling': Barron's highlights drivers for small caps in 2026 – Oninvest
Investing in small-cap stocks could prove a winning strategy in 2026, writes Barron’s . Over the past month, the S&P SmallCap 600 index has outperformed the large-cap S&P 500 by a wide margin. Analy...
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December 19, 2025 at 9:03 PM
🌿 Trump signed an executive order to move marijuana from Schedule I to Schedule III, easing federal rules. The shift supports medical research and tax relief for cannabis firms but doesn’t legalize the drug. Cannabis stocks fell as investors took profits. en.oninvest.com/article/desp...
Despite Trump executive order, pot stocks dip as traders take profit – Oninvest
Trump is reclassifying cannabis as a less dangerous drug at the federal level
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December 19, 2025 at 3:27 PM
✈️ Global air travel is set for a record Christmas, with ~309M passengers expected to fly worldwide between Dec. 15–Jan. 4, up ~4% YoY. American, Delta, United, and Southwest are each expected to carry 13M+ travelers, while Dubai and Atlanta are set to be the busiest airports.
December 19, 2025 at 3:16 PM
💊 Eli Lilly and Novo Nordisk filed FDA applications on the same day for next-gen obesity drugs. Lilly’s daily oral GLP-1 pill orforglypron showed 12.4% weight loss in trials, while Novo’s CagriSema, a once-weekly combo of Wegovy and amylin, delivered 20.4% weight loss.
December 19, 2025 at 12:06 PM
🏢 #HHH to acquire specialty insurer Vantage Group Holdings for about $2.1B in cash and preferred stock. The transaction is expected to close in Q2 2026, pending regulatory approvals. Vantage will operate as a standalone unit within the Howard Hughes organization.
December 19, 2025 at 9:57 AM
The EU agreed on €90B in aid for Ukraine for 2026–27, funded through joint EU borrowing. Repayment would be expected if war reparations are secured. The bloc explored using frozen Russian assets but dropped the idea due to legal risks. Total EU support since 2022 exceeds €187B.
December 19, 2025 at 8:40 AM
📱TikTok’s U.S. operations are being handed to an American-led investor group. Oracle, Silver Lake, and Abu Dhabi–based MGX will take majority ownership of a new U.S. entity, while ByteDance retains a minority stake. The deal is expected to close by January 22, 2026.
December 19, 2025 at 6:57 AM
🩴 #BIRK fell ~13% after earnings. FY2025 revenue hit a record €2.1B with strong profit growth, but FY2026 revenue guidance of 10–12% fell short, even as management pointed to continued strong demand. en.oninvest.com/article/birk...
Birkenstock reports record sales in 2025, but guidance for 2026 weighing on shares – Oninvest
Thanks to strong consumer demand, German sandal maker Birkenstock reported an 18% increase in annual sales, beating its own forecast. However, the company said it now expects sales growth of 13-15% i...
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December 18, 2025 at 8:41 PM
🔮 #QBTS could rise ~40% over the next 2 months amid growing U.S. government interest in quantum computing, Freedom Broker says. The stock has reacted strongly to policy-related signals in the past and remains sentiment-sensitive. en.oninvest.com/article/free...
Freedom: D-Wave offers 40% upside on two-month horizon amid U.S. government support – Oninvest
Shares of quantum computing company D-Wave could rise about 40% over the next two months, Freedom Broker argues in a short-term trade idea seen by Oninvest . A potential increase in U.S. government in...
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December 18, 2025 at 8:30 PM
✈️ #LUV climbed to its highest level in ~3.5 years after Barclays upgraded the stock to Overweight and raised its PT to $56. Barclays expects Southwest’s new strategy—bag fees, assigned seating, and extra legroom—to boost revenue and profitability in 2026.
December 18, 2025 at 3:53 PM
📈 Morgan Stanley upgraded #LMND from Underweight to Equalweight and lifted its PT 60%+ to $85 — the most bullish on Wall Street. The bank notes strong auto insurance growth, improving loss ratios, and a clear path to EBITDA profitability by Q4 2026. en.oninvest.com/article/morg...
Morgan Stanley upgrades insurer Lemonade to 'equalweight', sets $85 per share TP – Oninvest
Morgan Stanley has upgraded from "underweight" to "equalweight" mid-cap insurer Lemonade while setting the most optimistic target price on Wall Street. The company is showing sustained growth in its ...
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December 18, 2025 at 3:45 PM
Activist hedge fund Elliott Management has built a $1B+ stake in #LULU, becoming one of its largest shareholders, the WSJ reports. The fund is now involved in Lululemon’s CEO search as Calvin McDonald will step down in January 2026. Jane Nielsen is seen as a potential candidate.
December 18, 2025 at 2:21 PM
🤖OpenAI is in early talks to raise up to $100B at a valuation of about $750B, according to The Information. The potential funding round could reinforce spending on cloud and AI infrastructure, benefiting partners like Microsoft, and chip suppliers tied to OpenAI’s growth.
December 18, 2025 at 6:20 AM
📊Micron issued a bullish outlook as AI-driven memory demand outstrips supply. The chipmaker forecast Q2 FY2026 revenue of $18.3–$19.1B and adjusted EPS of $8.22–$8.62, far above estimates. $MU jumped ~10% after hours.
December 18, 2025 at 6:03 AM
💊The Trump administration is preparing drug-pricing deals with Novartis and Roche aimed at lowering U.S. drug costs. The talks include U.S. manufacturing commitments; earlier this year, Novartis pledged $23B and Roche $50B in U.S. investment.
December 18, 2025 at 5:48 AM
🌿 Cannabis stocks jumped after Trump said the White House is “very strongly” considering moving marijuana from Schedule I to Schedule III, a shift that could ease federal restrictions, and reduce tax burdens for cannabis companies.
December 17, 2025 at 8:33 PM
#ORCL fell ~5% after the Financial Times reported that Blue Owl Capital won’t back a planned $10B, 1-GW Michigan data center intended to support OpenAI. Oracle later said talks are “on track” with a different partner, but the stock stayed under pressure.
December 17, 2025 at 5:40 PM
📚 Coursera and Udemy agreed to merge in an all-stock deal valued at about $2.5B. After the merger, the combined company will focus on AI, reskilling, and enterprise training. Closing is expected in Q2 2026.
December 17, 2025 at 5:03 PM
🔍 Reuters reports Google is working with Meta’s PyTorch team to challenge Nvidia’s AI chip dominance by making Google’s TPUs fully compatible with PyTorch. The TorchTPU project aims to cut costs and make TPUs a viable alternative to Nvidia GPUs for large AI models.
December 17, 2025 at 4:26 PM
🏈 Robinhood expanded its prediction markets with NFL-focused sports contracts, allowing users to trade bundled game outcomes and individual player performance, such as passing yards or touchdowns. The platform plans to add more sports and custom combinations in 2026.
December 17, 2025 at 4:09 PM
The U.S. is weighing new sanctions on Russia’s energy sector if Moscow rejects a peace deal. Measures could target ships in Russia’s “shadow fleet” and oil traders that market, finance, insure, or reroute Russian crude, helping exports bypass sanctions.
December 17, 2025 at 11:37 AM
#ABVX slid ~10% in Paris and ~7% in New York after the company reported a wider 2025 loss tied to late-stage trials of its lead drug, obefazimod. The pullback comes after a 1,200%+ YTD surge driven by ulcerative colitis trial success and takeover speculation involving Eli Lilly.
December 17, 2025 at 11:31 AM
OpenAI is in early talks with Amazon over a potential $10B+ investment that could include use of Amazon’s AI chips.
December 17, 2025 at 6:27 AM
🛢️Oil prices rebounded after President Donald Trump ordered a naval blockade of sanctioned oil tankers traveling to and from Venezuela. Brent and WTI rose more than 1%, snapping a four-day slide driven by oversupply fears, and prospects of a Ukraine peace deal.
December 17, 2025 at 6:02 AM
#LAZR sank to a record low after the lidar maker filed for Chapter 11 and moved to sell its business, weeks after losing key customer Volvo. The stock is down more than 90% this year. en.oninvest.com/article/lida...
Lidar-maker Luminar files for bankruptcy one month after losing Volvo supply contract – Oninvest
Luminar Technologies, a small-cap manufacturer of lidar sensors used by vehicles to detect objects in their surroundings, plunged more than 60% to an all-time low on Monday, December 15. The company,...
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December 16, 2025 at 5:32 PM