Large cap News

“High salaries, no talent, really low ratings,” Trump says in his attack against late show hosts at CBS, ABC, and NBC.

Mining stocks posted modest after-hours gains despite broader weakness in crypto prices.

The insider purchase drew attention as investors weighed encouraging earnings against ongoing cost pressures and regional headwinds.

Novo Nordisk shares were up more than 9% in Tuesday’s midday session after the company said that the U.S. FDA has approved its Wegovy pill for weight loss.

Dan Ives said Palantir’s model sets it apart from traditional enterprise platforms as AI-driven competition intensifies.

The deal will bring Armis’ expertise in cyber exposure management and security under ServiceNow’s AI-driven platform, aiming to provide businesses with a unified security solution.

NVO has suffered a steep year-to-date decline amid slowing GLP-1 growth, pricing pressure, and investor disappointment over its pipeline, but year-end has brought some good news for the company.

Canaccord emphasized that Tesla’s market position remains unique in the U.S. as a fully scaled and vertically integrated EV manufacturer.

Needham stated in its note that Rocket Lab’s latest contract win from the Space Development Agency “strongly validates” the company’s position as a “defense prime.”

Lawsuits against Sam Altman’s company are increasingly coming from authors, estates, and private plaintiffs.

According to a Reuters report, the investor said Paramount’s latest bid and Netflix’s original offer are a toss-up, and that there is a cost involved in changing paths.

The executive chairman of Strategy said clearer U.S. regulatory signals are reducing institutional hesitation.

China’s AI industry is already expanding and appears set for continued rapid growth.

AMD outpaced Nvidia as accelerating data-center growth, inference strength, and valuation asymmetry drove outsized gains, even while Nvidia retained dominance in AI chips.

Digital asset treasuries added more than 42,000 BTC over the past month, the largest increase since July, according to VanEck.

Crypto-linked equities rose after hours even as the broader crypto market declined modestly.

Trump said talks with defense firms will focus on accelerating production and shifting capital toward manufacturing expansion.

The rally eased as investors focused on near-term delivery and margin pressure rather than longer-term autonomy goals.

The renewed attention followed Citron reiterating its view that Infleqtion’s business is commercially established rather than purely experimental.

Alphabet said the deal is aimed at bringing new power and data center capacity online faster to meet growing cloud demand.

The projects affected include the Coastal Virginia Offshore Wind, Vineyard Wind 1, Revolution Wind, Sunrise Wind, and Empire Wind 1.

The company said the acquisition will help it scale up prediction markets on its platform and accelerate its roadmap toward being the “Everything Exchange.”

Gold’s rally appears structurally supported, with JPMorgan projecting further upside on sustained central-bank and ETF demand, while silver’s outlook remains more cyclical, potentially moderating if industrial demand—especially from solar—softens in 2026.

Last week, Warner Bros. Discovery's board expressed concerns about Paramount’s offer, citing a lack of confidence in Ellison’s involvement.

According to a CNBC report, Wells Fargo reaffirmed its ‘overweight’ rating on Oracle, setting a $280 price target that implies a 46% upside from Friday’s close.

Nvidia aims to ship up to 10,000 chip modules, which are equivalent to about 80,000 H200 AI chips.

Speaking to CNBC, Ives said investors are undervaluing the pace of future AI-driven expansion.

Apple’s stock has rebounded but still lags peers, with hopes for a 2026 inflection hinging on iPhone demand, China strength, and deeper AI integration. Bullets:

Rocket Lab launched its Electron rocket in the early hours on Sunday to deploy the latest satellite for Institute for Q-shu Pioneers of Space Inc., a Japan-based Earth imaging company.

Chairman Tom Lee has previously said crypto prices have stabilized after October’s sharp drawdown, supporting continued accumulation.

Leading tech firms and major banks rolled out massive buybacks, while top executives cashed in as markets rebounded from April’s tariff-driven slump.

Pershing Square's Bill Ackman and Third Point's Daniel Loeb are publicly jockeying for position as speculation swirls around a future SpaceX listing, offering Musk competing visions of how to take the world's most valuable private rocket company public.

So far, Strategy has already accumulated about 3.2% of the total Bitcoin supply.

In a podcast with Zerodha founder Nithin Kamth, Ray Dalio acknowledged Bitcoin as a form of money due to its limited supply and growing perception as a store of value.

Bitcoin emerged as the top choice in a social media poll reposted by gold advocate Peter Schiff, despite gold trading at record highs.

Saylor’s Strategy has purchased more than 10,600 Bitcoin in each of its past two weekly buys, marking its highest pace of accumulation since July.

The ruling lifts a legal overhang that had clouded Musk’s incentives as Tesla leans further into AI and self-driving ambitions.

Investor jitters resurfaced around UnitedHealth as political pressure on insurance pricing intensified and visibility on policy outcomes remained limited.

The deals expand the pricing program to several drugmakers in exchange for temporary tariff relief.

RBC said Oracle’s TikTok role could support cloud growth via expanded data infrastructure exposure.

Nike shares were down more than 10% in Friday’s midday session after CEO Elliott Hill stated that the company is still facing a “longer road to a healthier business” in China.

Invesco expects QQQ to begin trading as an open-ended fund from December 22.

Shares rose on a combination of defense-related developments, recent launch activity and broader strength across space stocks.

Nvidia lagged megacap peers amid valuation concerns, China headwinds, and AI bubble fears, though pullback improved multiples and Wall Street remains bullish on long-term growth catalysts.

PDD’s retailer has been able to cater to a global audience at lower costs and ultra-low product prices, but a bleak new future looms.

The company aims to complete 65% of the “action plans” by the end of 2025, and 100% of those recommendations by the end of March 2026.

Named DraftKings Predictions, the service is a standalone web and mobile app product that allows users to trade on real-world outcomes across a wide range of markets.

The move comes after Truist updated its long-term outlook for automotive, semiconductor, and artificial intelligence sectors.

Although revenue growth has cooled, both Hilton and Marriott have continued to beat revenue and profit estimates in recent quarters while rolling out ambitious expansion plans.

XOM and CVX are holding their ground—even as crude prices slide—by leaning on scale, deals, and fiscal discipline.