In today’s briefing:
- Alphabet. More Of The AI, Less Of The Drama
- Microsoft Is Turning The Fed’s Rate Cut Into A 2026 AI Spending Supercycle!
- US Indices (SPX,NDX) Tactical Outlook After After the Fed’s Final Rate Cut
- TeraWulf: How Far Can Its High-Impact Google-Backed Partnerships Push Its Market Climb?
- Duke Energy: An Insight Into Its Dynamic Load Growth Capture
- SoundHound Inside: How Strategic Partnerships Are Powering Its Next Big AI Revenue Surge!
- Monday.com Inside: How Diversified Sales Channels Are Helping It Win Bigger, Faster!
- Amazon.com Inc – Amazon Just Made Groceries a 5-Hour Game—Here’s What’s Fueling the Shift!
- STAAR Surgical Faces Shareholder Activism and Alcon’s Revised Bid Amidst China Sales Recovery and Strategic Uncertainty
- Oracle, Broadcom: Communication Errors – Bullish Tone when the Market Only Hear Concerns
Alphabet. More Of The AI, Less Of The Drama
- Marc Benioff on Gemini 3: I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back. The leap is insane
- Anthropic on expansion of Google Cloud TPU: The expansion is worth tens of billions of dollars and is expected to bring well over a gigawatt of capacity online in 2026.
- DeepMind is Alphabet’s dark horse. AlphaFold is one of the most significant AI-related accomplishments ever. What will they turn their attention to next? Let’s see…
Microsoft Is Turning The Fed’s Rate Cut Into A 2026 AI Spending Supercycle!
- The big story heading into 2026 is simple.
- Microsoft looks like the early favorite to be the market’s biggest AI winner.
- Every new budget cycle pushes more workloads, more data, and more everyday work into Azure and Copilot.
US Indices (SPX,NDX) Tactical Outlook After After the Fed’s Final Rate Cut
- The Fed cut rates this week—likely the last cut for an extended period—and moved into a wait-and-see stance / monitoring mode, to assess economic conditions ahead.
- Both the S&P 500 INDEX (SPX INDEX) and the Nasdaq-100 Stock Index (NDX INDEX) have suffered very high volatility this week, after the Fed decision, after several flat days.
- This insight will try to forecast what is the next probable direction for the two main US indices in the next few weeks.
TeraWulf: How Far Can Its High-Impact Google-Backed Partnerships Push Its Market Climb?
- TeraWulf’s third-quarter 2025 earnings call reflects both noteworthy achievements and areas of concern, contributing to a balanced investment thesis.
- This period has been pivotal, with the company signing a landmark 360-megawatt IT load agreement at its Lake Mariner campus, in collaboration with Fluidstack and backed by Google.
- This 10-year contract is anticipated to generate substantial annual revenue and operating income, underscoring the strategic shift towards high-performance computing (HPC) and establishing TeraWulf as a leader in this transition.
Duke Energy: An Insight Into Its Dynamic Load Growth Capture
- Duke Energy’s third-quarter 2025 results showcased a strong financial performance, with an adjusted earnings per share (EPS) of $1.81, up from $1.62 in the same period last year.
- This growth can primarily be attributed to the ongoing expansion in the company’s electric utilities sector.
- Duke Energy has also revised its full-year earnings guidance to a narrower range of $6.25 to $6.35 per share, indicating confidence in its financial outlook for the remainder of the year.
SoundHound Inside: How Strategic Partnerships Are Powering Its Next Big AI Revenue Surge!
- SoundHound, a pioneer in the field of voice and conversational AI, presented its third-quarter results for 2025.
- The company highlighted robust revenue growth, expanded technological reach, and strategic acquisitions, underscoring a period of precise execution amid booming enterprise AI adoption.
- In terms of financial performance, SoundHound reported a sizable 68% increase in revenue year-over-year, reaching $42 million for the quarter.
Monday.com Inside: How Diversified Sales Channels Are Helping It Win Bigger, Faster!
- Monday.com reported robust financial results for the third quarter of fiscal year 2025, reflecting both strengths and challenges in its business strategy and execution.
- The company’s revenue rose by 26% year-over-year to $317 million, demonstrating solid growth, particularly driven by expansion in their large customer base.
- The company successfully added more large customers, with significant growth in accounts of $50,000, $100,000, and $500,000 in annual recurring revenue (ARR).
Amazon.com Inc – Amazon Just Made Groceries a 5-Hour Game—Here’s What’s Fueling the Shift!
- Amazon’s bold move to expand same-day perishable grocery delivery to over 2,300 U.S. cities is now intersecting with an equally bold policy shift from the Federal Reserve.
- With the central bank announcing a rate cut for the first time in two years, Amazon finds itself in a macro environment that could supercharge its delivery ambitions—or complicate them.
- The Fed’s monetary easing lowers borrowing costs, boosts consumer liquidity, and alters capital allocation across sectors.
STAAR Surgical Faces Shareholder Activism and Alcon’s Revised Bid Amidst China Sales Recovery and Strategic Uncertainty
- STAAR Surgical’s China sales rebounded to 60% of normalized levels, supporting activist investors’ opposition to Alcon’s takeover offer.
- Alcon increased its bid to $30.75/share, but Broadwood and Yunqi rejected it, citing inadequate shareholder value.
- Shareholder vote on Alcon’s offer is scheduled for December 19, with potential board reshuffle if takeover is blocked.
Oracle, Broadcom: Communication Errors – Bullish Tone when the Market Only Hear Concerns
- Oracle: results were decent. Management released a huge Remaining Performance Obligation number aka future AI Infra revenue. That spooked the market.
- Broadcom: a very good quarter, AI semi revenue guidance back on track. But Broadcom will reach its 2027 revenue target ($60-90bn) with 5 customers, not 3.
- Results and outlook (for both) were ok to good; market reaction very negative. 1) the AI narrative is dead 2) the correction is especially steep for expensive stocks
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