NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

US Stock Market Today: S&P 500 Futures Flat Amid Split Fed Rate Cut Outlook

The Morning Bull - US Market Morning Update Tuesday, Dec, 23 2025 US stock futures are flat to slightly lower this morning, with E mini S&P 500 contracts barely in the red as investors weigh calm bond markets against mixed global growth signals. The benchmark 10 year US Treasury yield is holding near 4.16 percent, which means borrowing costs for mortgages and companies are still elevated but not shooting higher. At the same time, a surge of nearly 40 percent in Taiwan export orders highlights...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

Assessing Apple Hospitality REIT (APLE) valuation after a weak year-to-date share performance

Apple Hospitality REIT (APLE) has quietly drifted lower this year, but that weakness is starting to intrigue income-focused investors. With shares still under pressure, the conversation shifts to whether the current yield compensates for the risks. See our latest analysis for Apple Hospitality REIT. Despite a modest 1 month share price return of 3.49% from the recent low, the share price is still down sharply on a year to date basis. However, the 5 year total shareholder return of 18.05%...
NYSE:PNC
NYSE:PNCBanks

Has PNC’s Strong 2025 Rally Outrun Its Fundamentals After Digital Banking Expansion?

If you have been wondering whether PNC Financial Services Group is still a buy after its strong run, you are not alone. This is exactly the kind of stock where a closer look at valuation can really change the narrative. The share price has climbed to around $212.9, with gains of 1.0% over the last week, 13.9% over the last month, and a solid 74.0% over five years, which hints at both embedded optimism and rising expectations. Recent headlines have focused on PNC expanding its digital banking...
NYSE:ANET
NYSE:ANETCommunications

Arista’s Secure AI Data Center Push With Fortinet Could Be A Game Changer For Arista Networks (ANET)

In December 2025, Fortinet announced it had deployed a jointly developed Secure AI Data Center solution with Arista Networks at Monolithic Power Systems, while Arista also revealed new AI-driven campus networking features and ruggedized switches for industrial environments. Together, these moves highlight how Arista is extending its Ethernet and software platforms beyond core data centers into AI-centric security, campus, and industrial edge use cases. We’ll now examine how Arista’s role in...
NasdaqCM:POET
NasdaqCM:POETSemiconductor

Is POET Technologies' (POET) Options Surge Reframing Its AI Positioning or Just Short-Covering Noise?

In recent days, POET Technologies has seen a sharp rise in call option trading and implied volatility, alongside a decline in short interest relative to peers, underscoring changing sentiment toward the stock. This shift has been amplified by sector news, including Marvell’s acquisition of POET customer Celestial AI, which many investors view as indirect validation of POET’s role in AI and optical communications. With this backdrop of elevated options activity, we’ll explore how the...
NasdaqGM:APPF
NasdaqGM:APPFSoftware

Revisiting AppFolio (APPF) Valuation After Its Recent Share Price Rebound

Why AppFolio Stock Is Back on Investors’ Radar AppFolio (APPF) has quietly outperformed over the past week, adding about 5% and trimming some of its slide from the past 3 months, even as the 1-year return remains slightly negative. See our latest analysis for AppFolio. With the share price now around $236.21, AppFolio’s recent 7 day share price return of just over 5% is a welcome shift after a weaker 90 day patch. Its three year total shareholder return above 120% shows the longer term...
NasdaqGS:EA
NasdaqGS:EAEntertainment

Have EA Shares Run Too Far After a 40% Surge in 2024?

If you are wondering whether Electronic Arts at around $203 a share is still a smart buy or if the easy gains are behind it, this article walks through exactly what the current price might be baking in. The stock has slipped about 0.2% over the past week and is roughly flat over the last month, but it is still up about 39.7% year to date and 39.0% over the past year, hinting that sentiment has shifted meaningfully in its favor. That momentum has been underpinned by a steady pipeline of major...
NYSE:MP
NYSE:MPMetals and Mining

Did Insider Sales and a Morgan Stanley Upgrade Just Reframe MP Materials' (MP) Rare Earths Story?

In recent weeks, MP Materials has seen insider share sales by its CEO and CFO, even as Morgan Stanley upgraded the company and institutional investors increased their holdings, underscoring its role in the rare earths supply chain. This mix of executive selling and institutional accumulation highlights differing views on MP Materials’ prospects, while reinforcing how important rare earth exposure has become for investors focused on critical materials security. We’ll now explore how Morgan...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

Zenas BioPharma (ZBIO) Valuation Check as Investors Position for Obexelimab Phase 3 IgG4 Data

Zenas BioPharma (ZBIO) is drawing fresh interest as investors position ahead of early January Phase 3 topline data for obexelimab in IgG4 related disease, a catalyst that could reshape expectations for the stock. See our latest analysis for Zenas BioPharma. The latest catalyst is landing on top of intense recent momentum, with a 1 day share price return of 17.1 percent, extending a 90 day share price return of 123.3 percent and a 1 year total shareholder return of 342.3 percent, as investors...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson & Johnson (JNJ): Has the Recent Rally Left the Healthcare Giant Undervalued?

Johnson & Johnson (JNJ) has quietly climbed about 17% over the past 3 months and roughly 44% year to date, putting the spotlight back on what investors are really paying for its steady healthcare engine. See our latest analysis for Johnson & Johnson. The move has been fuelled by renewed confidence in its Innovative Medicine pipeline and steady MedTech demand, with the roughly 44% year to date share price return outpacing its already solid multi year total shareholder returns and signalling...
NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Assessing Berkshire Hathaway’s Valuation After Strong Multi Year Gains and Portfolio Shifts

How Has Berkshire Hathaway Stock Been Performing? Berkshire Hathaway might look expensive at first glance given its share price, but the real question for long term investors is whether the underlying business is still trading for less than it is worth. Over the last few years, the share price has climbed steadily, delivering returns of 63.1% over 3 years and 118.9% over 5 years, even though the last month has been relatively flat with a 0.8% pullback and the last week down 1.3%. Recent...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Is Marriott International’s Strong 2025 Rally Justified by Its Cash Flow and Earnings Outlook?

If you are wondering whether Marriott International is still attractively valued at current levels or if much of the potential upside may already be reflected in the share price, this breakdown is designed to help you cut through the noise and focus on value. The stock has climbed 1.7% over the last week, 6.1% over the past month, and is up 14.3% year to date, following gains of 117.6% and 153.5% over the last 3 and 5 years respectively. Those moves sit against a backdrop of ongoing travel...
NYSE:ROL
NYSE:ROLCommercial Services

Is It Too Late To Consider Rollins After Strong 2025 Share Price Rally?

If you are wondering whether Rollins is still worth buying after its big run up, or if most of the upside is now priced in, you are not alone. This is exactly what we are going to unpack. The stock has climbed 1.9% over the last week, 1.4% over the past month, and is now up about 32.8% year to date and 33.0% over the last year, with longer term gains of 71.3% over 3 years and 67.7% over 5 years from a recent close of $61.14. Those returns come against a backdrop of steady demand for pest...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

Opendoor (OPEN) Valuation Check After New Leadership Team Drives Speculation Around ‘Opendoor 2.0’ Strategy

Opendoor Technologies (OPEN) just refreshed its leadership bench by naming fintech veteran Lucas Matheson as president and elevating long time insider Christy Schwartz to CFO, a move squarely aimed at accelerating the company’s Opendoor 2.0 pivot. See our latest analysis for Opendoor Technologies. The leadership reshuffle caps a wild year in which Opendoor’s 2025 share price return has jumped roughly 300 percent, even as more recent share price performance has cooled and momentum looks more...
NasdaqGM:TRUP
NasdaqGM:TRUPInsurance

Trupanion (TRUP) Valuation After New Pawp Partnership, CEO Share Sale, and Strong Earnings Update

Trupanion (TRUP) is back in the spotlight after a busy stretch, from a new distribution partnership with Pawp Insurance Solutions to CEO Margaret Tooth’s recent stock sale and option exercise following better than expected earnings. See our latest analysis for Trupanion. Those moves land against a mixed backdrop, with Trupanion’s share price now at $38.05, a solid 1 month share price return but a weaker 1 year total shareholder return suggesting momentum is rebuilding from a still bruised...
NYSE:CCL
NYSE:CCLHospitality

Carnival (CCL) Is Up 12.6% After Record 2025 Results And Dividend Restart - What's Changed

Carnival Corporation & plc recently reported record full-year 2025 results, with revenue rising to US$26.62 billion and net income reaching US$2.76 billion, and the board approved reinstating a quarterly dividend of US$0.15 per share starting with a February 27, 2026 payment. The company also proposed unifying its dual-listed structure into a single Bermuda-incorporated entity listed on the NYSE, aiming to simplify governance, cut administrative costs, and potentially improve share liquidity...
NasdaqGM:IOVA
NasdaqGM:IOVABiotechs

Is Iovance (IOVA) Turning Talent Incentives and TIL Optimism Into a Durable Competitive Edge?

Iovance Biotherapeutics recently strengthened its position by granting inducement stock options to new employees while benefiting from fresh analyst coverage and renewed optimism toward its Amtagvi cell therapy and broader pipeline. This combination of talent incentives and improving sentiment around tumor-infiltrating lymphocyte therapies, including potential expansion into non-small cell lung cancer, is reframing how investors view the company’s long-term prospects. We’ll now explore how...
NYSE:QBTS
NYSE:QBTSSoftware

Can D-Wave Quantum’s (QBTS) CES 2026 Push Redefine Its Edge In Commercial Quantum Computing?

D-Wave Quantum recently announced plans to showcase its Advantage2 annealing quantum system and real-world customer use cases at CES 2026, highlighting growing commercial traction, expanding government initiatives, and fresh institutional interest. This combination of product availability, expanding use cases across industries, and bullish analyst coverage is reshaping how investors view the company’s commercialization timeline and competitive positioning in quantum computing. With D-Wave’s...
NYSE:MOH
NYSE:MOHHealthcare

Reassessing Molina Healthcare (MOH) Valuation as Legal Probe Puts 2025 Guidance and Cost Assumptions in Focus

Grabar Law Office has launched an investigation into Molina Healthcare (MOH), questioning whether management adequately disclosed rising medical cost trends and a mismatch between premiums and underlying costs, which has put the company’s 2025 financial guidance under sharper investor scrutiny. See our latest analysis for Molina Healthcare. The investigation is landing after a volatile stretch, with Molina’s share price at $163.68 following a strong 1 month share price return, but a steep...