Why Americans Encourage the Netflix–Warner Bros. Combination — And How Netflix Can Earn More without Hurting Consumers Americans’ strong support for a potential Netflix–Warner Bros. combination reflects more than just enthusiasm for popular shows and movies. It signals a deeper shift in how consumers think about streaming, competition, pricing, and value. According to the survey results, support for the deal approaches a 3-to-1 margin, with majorities believing it would improve variety, convenience, and quality. This approval creates an environment where Netflix could potentially increase revenue — not necessarily by aggressively raising prices, but by restructuring value in ways that consumers accept or even welcome. $Netflix(NFLX)$ 

Can CoreWeave, Nebius, and IREN Win If Oracle Slows Its AI Buildout? On Dec. 17, the Financial Times reported that Blue Owl's talks with lenders and Oracle to fund a planned 1GW Michigan data center for OpenAI have stalled, derailing a deal that could have included up to $10B of financing plus a large equity investment. The financing disruption spotlights rising strain in Oracle's AI-infrastructure funding. Why neoclouds get punished first That headline lands on a market that has already turned suspicious of “AI infrastructure at any price.” In that context, neoclouds are getting hit for one simple reason: AI demand isn't the only variable anymore. The market is now pricing the cost and certainty of delivering that demand—construction timelines, financing terms, counterparty risk, and the

S-REITs Full Year Recap | How Rate Easing and Operational Strength Redefined S-REITs in 2025? Looking back at the end of 2025, this year stands out as a "bumper year" for Singapore Real Estate Investment Trusts (S-REITs). Fueled by robust operational fundamentals and a favorable shift in interest rates, the sector staged a powerful rally, marking its strongest annual performance since 2019. Data from the SGX as of mid-December reveals that the iEdge S-REIT Index surged 9.3% in price, delivering a staggering 14.7% total return when dividends are included. This performance stands in sharp contrast to recent years, nearly approaching the benchmark set in 2019 when the index hit a 27.5% total return. The breadth of this year's gain is particularly noteworthy, with 29 out of 33 index constituen

As global stock markets repeatedly reach new highs, investors are actively seeking the next phase of investment opportunities. $Goldman Sachs(GS)$ , a top Wall Street investment bank, recently released a research report pointing out that against the backdrop of anticipated market corrections, sectors with sustainable dividend growth potential may become safe havens for funds, and specifically favors the dividend growth potential of the healthcare, utilities, and industrial sectors in 2026.Goldman Sachs forecasts positive outlook for U.S. stocks through 2026Goldman Sachs Predicts 6% Dividend Growth in 2026Goldman Sachs has lifted its 12-month $S&P 500(.SPX)$ target to 6,900, up from 6,500 — its second up

📈 Market Context Today — Macro + Data on Deck U.S. futures are a bit higher as traders digest the latest macro flow: jobs data, inflation expectations, and ongoing Fed-speaker commentary are front and center. S&P futures are up modestly as breadth tries to stabilize.  💡 Global sentiment is mixed but constructive: Asian markets showed gains in tech and AI-linked names, while European markets climbed on financials and commodities.  Key themes for today: • Macro drivers (Fed talks, CPI expectations) • AI and tech sentiment still driving pre-market leadership • Profit-taking rotations in cyclicals and defensive sectors ⸻ 🔥 Stocks to Watch Today (Dec 17) 🎯 Micron Technology (MU) — Earnings Catalyst Tonight Micron reports earnings after the close. Wall Street attention is high because memo

$Tesla Motors(TSLA)$ Private market behemoths are stealing the spotlight, with valuations soaring into the stratosphere and IPO whispers turning into roars. As of December 17, 2025, these centicorns – startups worth over $100 billion – are prime candidates for listings that could redefine market landscapes. Leading the charge is SpaceX at a staggering $1,500 billion, dwarfing even the wildest tech dreams. OpenAI follows at $500 billion, ByteDance at $480 billion, Anthropic AI at $183 billion, Databricks at $134 billion, and Stripe at $106.7 billion. These numbers aren't just hype; they're based on recent funding rounds and proposed IPO valuations, signaling massive liquidity events ahead. 💥 SpaceX's rocket-fueled dominance makes it the ultimate IP

Charts in FocusTech / Mag 7 Rotation Out, Small Caps Rotation In$Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$ clearly benefited from the pullback in the NASDAQ 100.Trading Themes for the Week from Direxion 1. $Direxion Daily MU Bull 2X Shares(MUU)$Assets under management are once again approaching USD 400 million.MU shares have risen after HSBC initiated coverage with a Buy rating, calling it a “key beneficiary of an extended supercycle.”Post-earnings volatility expected around ±8.3% following Wednesday’s report.2. $Direxion Daily AVGO Bull 2X Shares(AVL)$ / $Direxion Daily AVGO Bear 1X Shares(AVS)$Broadcom’s post

Silver's on an unstoppable rampage, blasting to $66 per ounce today – a fresh record that leaves gold trailing in the dust with its 60% YTD gains. This devil's metal has doubled since January, driven by insatiable industrial hunger from solar panels chomping 20% more supply and EV chips craving its superior conductivity over copper. Deficits stretch into the sixth straight year at 220 million ounces, London's vaults drained 35% to 20,000 tonnes, and Indian prices rocketing 90% to ₹1.85 lakh per kg. Futures are swinging like crazy, with intraday spikes topping $66 as specs dive in for weekly pops over 12%. No wonder the volatility's off the charts – this isn't just safe-haven play; it's a supply crunch supernova! 🌟 Why the epic climb? Industrial demand's exploding, with solar installs up 25

$SamuderaShipping(S56.SI)$  $1.5 Target Price.    Samudera Shipping (S56.SI) holds distinct competitive advantages against NYK Line through regional specialization, cost efficiency, and strategic partnerships, though it lacks NYK's global scale. Key Competitive Advantages Regional Focus & Agility Samudera dominates Southeast Asian routes (particularly Indonesia-Singapore-Japan corridors) with localized expertise, while NYK operates globally across 150+ countries. This allows Samudera to optimize port operations and customer relationships in high-growth ASEAN markets. Recent expansion into Japan via Samudera Japan (established October 2025) and the Blue Ocean Shipping JV (51% ownership) targets ni

How I Achieved 17.87% This Year Using Covered Calls, Cash-Secured Puts, and Trading Ranges 📈💰$NVDA 20260109 180.0 CALL$  This year, I managed to achieve a 17.87% return by focusing on one core philosophy: letting the market pay me to wait. Instead of chasing breakouts or predicting tops and bottoms, I relied on selling options, managing risk, and trading within clear price ranges. My main tools were covered calls, cash-secured puts, and range trading on strong stocks like Nvidia (NVDA). This approach did not require perfect timing. It did not depend on predicting earnings surprises or macro headlines. Instead, it relied on probabilities, discipline, and consistency. Most importantly, it allowed me to generate income whet

$KB Home(KBH)$ upcoming fiscal Q4 2025 earnings release is expected on Thursday, December 18, 2025, after the market closes. KB Home (KBH) Q4 2025 Earnings Outlook The consensus among Wall Street analysts points to a year-over-year decline in both revenue and earnings, largely reflecting the challenging, high-interest-rate environment that has pressured the housing market. Key Consensus Estimates The anticipated decline is primarily attributed to lower home deliveries and a softer average selling price (ASP) for those deliveries, as high mortgage rates continue to affect buyer affordability. KB Home (KBH) Fiscal Q3 2025 Earnings Summary and Key Lessons KB Home (KBH) reported its fiscal Q3 2025 earnings on September 24, 2025, for the quarter ending

$Accenture PLC(ACN)$ upcoming fiscal Q1 2026 earnings, which are expected to be released on Thursday, December 18th, before the market open. Accenture Q1 2026 Earnings Preview & Analyst Expectations The general sentiment among analysts for Accenture's Q1 2026 results is one of steady growth, primarily driven by ongoing demand for digital transformation and increasing momentum in Artificial Intelligence (AI). Key Observations: AI-Driven Growth: The push into AI, especially Generative AI, is a significant expected driver. Analysts anticipate the momentum from Generative AI bookings to continue. Geographic and Service Strength: Revenues are expected to grow across all geographic segments (Americas, EMEA, and Asia Pacific), with strength anticipate

$Addvalue Tech^(A31.SI)$ 0.1 Target Price. Addvalue Technologies (SGX:A31) Simply Wall St Financial Health Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD117.39 million. Operations: The company generates revenue primarily from its Communications Equipment segment, totaling $15.53 million. Market Cap: SGD117.39M Addvalue Technologies, with a market cap of SGD117.39 million, has shown significant earnings growth, reporting a net income increase to US$1.95 million for the year ending March 31, 2025. The company secured new orde

It’s been a while since I last covered oil stocks. It is time for a revisit. OPEC Meeting. On 30 Nov 2025, the OPEC+ members held their planned meeting. Consensus from the meeting is OPEC+ will be to pause planned increases in oil production for Q1 2026. The tactical move that follows a modest 137,000 bpd increase implemented in December 2025, is a defensive measure to (a) counteract potential seasonal demand weakness and (b) a projected global supply glut. Another key long-term takeaway was the formal approval of a new mechanism to assess member countries' maximum sustainable production capacity (MSC). Starting in early 2026, this technical assessment will serve as the baseline for setting output quotas for 2027 and beyond, aiming for a fairer and more transparent distribution of producti

Hi，Tigers：🎁🎁🎁What do you think will happen to $Micron Technology(MU)$ today? Vote on this post to bet on the stock's price and win a share of 300 Tiger Coins!Comments and reposts are welcome to participate!Red day or green day—either way, there’s money to be made. 💰Show us how you're navigating the swings!Today’s Highlights in Markets：Big news, big impact.Let’s break it down. These stories drove the markets.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead

$NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ $IREN Ltd(IREN)$ 📈 Nvda stabilises as relative performance finally turns What matters here is not a single green session but the shift in behaviour. $NVDA had been the only $SMH component still down since the 20NOV S&P 500 low, making the underperformance increasingly structural. Today’s bounce off HVL interrupts that trend. From a structure and volatility standpoint, holding HVL while gamma stabilises reopens higher levels, provided broader risk does not fracture again. 🧩 SchedMD acquisition quietly reshapes Nvidia’s control layer The SchedMD acquisition is far more strategic than it looks at first glance. Slurm is

$MarcoPolo Marine(5LY.SI)$ 0.30 Target Price MarcoPolo Marine's (5LY.SI) upcoming growth is driven by strategic fleet expansion, entry into offshore wind energy, and major contract wins, supported by improving financial metrics and bullish analyst sentiment. Key Growth Drivers: 1). SG$198 Million Research Vessel Contract Subsidiary Marco Polo Shipyard secured a SG$198 million contract to build an advanced oceanographic vessel for Taiwan's National Academy of Marine Research, with delivery expected by year 2028. The project is fully self-financed, indicating strong liquidity and operational confidence. 2). Fleet Expansion & Offshore Wind Focus Added 2 new AHTS vessels (total fleet: 21) for SG$34 million, targeting oil/gas and renewable sector

Overall Market Overview Global equities closed broadly lower as investors turned cautious ahead of key US jobs and inflation data. Lingering uncertainty over macroeconomic signals, delayed US economic releases, and geopolitical developments weighed on risk appetite, prompting a third consecutive session of declines in major markets. US: Data Delays Weigh on Sentiment US stocks retreated as markets digested the delayed November jobs report. The Dow Jones$DJIA(.DJI)$   fell 0.6%, while the S&P 500 $S&P 500(.SPX)$  and Nasdaq Composite $NASDAQ(.IXIC)$ &nbs