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While tech steals the spotlight, small cap industrials outperforming in 2025 – Oninvest
While tech giants remain at the center of market attention, another trend – the rapid rise of small-capitalization industrial stocks – has largely gone unnoticed. Take the Equal Weight Industrial Smal...
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⚙️ The Oninvest Equal Weight Industrial Small Caps Index has climbed +19.6% YTD, with half of its 162 companies posting gains and 12 doubling in value. We highlight three standouts driving the surge. Read here: en.oninvest.com/article/whil...
🤝 Nvidia and Microsoft will invest up to $10B and $5B respectively in Anthropic, which has committed to spend $30B on Azure cloud capacity and access up to 1 GW of Nvidia-powered compute. The deal deepens their AI partnership and helps Microsoft reduce its reliance on OpenAI.
November 18, 2025 at 5:22 PM
🤝 Nvidia and Microsoft will invest up to $10B and $5B respectively in Anthropic, which has committed to spend $30B on Azure cloud capacity and access up to 1 GW of Nvidia-powered compute. The deal deepens their AI partnership and helps Microsoft reduce its reliance on OpenAI.
Preventive, backed by Sam Altman and Brian Armstrong, is researching embryo gene-editing for future disease prevention, per WSJ. Gene editing after birth is already used, but embryo work is ethically contentious and banned in the U.S., so the startup is exploring options abroad.
November 18, 2025 at 4:58 PM
Preventive, backed by Sam Altman and Brian Armstrong, is researching embryo gene-editing for future disease prevention, per WSJ. Gene editing after birth is already used, but embryo work is ethically contentious and banned in the U.S., so the startup is exploring options abroad.
🛫 Flydubai is shifting from an all-Boeing narrow-body fleet, signing an MoU for 150 Airbus A321neos. The move follows concerns over Boeing delivery delays. Airbus also secured fresh orders from Etihad, strengthening its position in the Gulf.
November 18, 2025 at 3:35 PM
🛫 Flydubai is shifting from an all-Boeing narrow-body fleet, signing an MoU for 150 Airbus A321neos. The move follows concerns over Boeing delivery delays. Airbus also secured fresh orders from Etihad, strengthening its position in the Gulf.
⚠️ Cloudflare is investigating a global network issue that caused access problems for major platforms, including X and ChatGPT. Users also reported errors on Spotify, Canva, and some online games. Cloudflare states that it’s aware of the disruption and is working on a fix.
November 18, 2025 at 2:04 PM
⚠️ Cloudflare is investigating a global network issue that caused access problems for major platforms, including X and ChatGPT. Users also reported errors on Spotify, Canva, and some online games. Cloudflare states that it’s aware of the disruption and is working on a fix.
🔐 Mizuho upgraded $RBRK to Outperform, keeping its $97 target — about 39% above Friday’s close. The firm says the recent pullback makes the stock attractive again, citing strong cyber-resilience partnerships, including with AWS, ahead of Dec. 4 earnings.
November 18, 2025 at 6:34 AM
🔐 Mizuho upgraded $RBRK to Outperform, keeping its $97 target — about 39% above Friday’s close. The firm says the recent pullback makes the stock attractive again, citing strong cyber-resilience partnerships, including with AWS, ahead of Dec. 4 earnings.
🇮🇹 Freedom24’s Bergamini sees strong potential in Italian small caps, naming Carel, Avio, Interpump, ERG and Millicom as top ideas tied to rising demand in green energy, aerospace and industrial tech. Details 👇 en.oninvest.com/article/five...
Five Italian small caps poised for outperformance into year-end 2025 – Oninvest
Italian small caps often get overlooked, yet many offer meaningful growth exposure in niches with global demand, from energy and industrial equipment to aerospace technologies. Some companies benefit ...
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November 18, 2025 at 6:05 AM
🇮🇹 Freedom24’s Bergamini sees strong potential in Italian small caps, naming Carel, Avio, Interpump, ERG and Millicom as top ideas tied to rising demand in green energy, aerospace and industrial tech. Details 👇 en.oninvest.com/article/five...
📉Bitcoin briefly fell below $90K for the first time in 7 months, erasing its 2025 gains and reflecting souring risk appetite. Bloomberg reports heavy demand for downside protection, with traders targeting $90K, $85K and $80K strikes amid deteriorating sentiment.
November 18, 2025 at 6:02 AM
📉Bitcoin briefly fell below $90K for the first time in 7 months, erasing its 2025 gains and reflecting souring risk appetite. Bloomberg reports heavy demand for downside protection, with traders targeting $90K, $85K and $80K strikes amid deteriorating sentiment.
🟡 Freedom Broker says #VOXR is undervalued, trading at a 50% EV/EBITDA discount to peers. Strong Q3 results and new assets support its $5.80 target. Details 👇 en.oninvest.com/article/free...
Freedom flags small-cap gold royalty company Vox as deeply undervalued by market – Oninvest
The market is underestimating the growth potential of Canadian gold royalty company Vox Royalty, Freedom Broker believes. Vox delivered stronger third-quarter results than the analysts expected, while...
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November 17, 2025 at 6:29 PM
🟡 Freedom Broker says #VOXR is undervalued, trading at a 50% EV/EBITDA discount to peers. Strong Q3 results and new assets support its $5.80 target. Details 👇 en.oninvest.com/article/free...
💰Amazon plans to raise about $12B through a six-part bond sale that includes 40-year notes. Proceeds may go toward cap-ex, buybacks or acquisitions. Amazon says its data-center capacity has doubled since 2022 and will double again by 2027.
November 17, 2025 at 6:18 PM
💰Amazon plans to raise about $12B through a six-part bond sale that includes 40-year notes. Proceeds may go toward cap-ex, buybacks or acquisitions. Amazon says its data-center capacity has doubled since 2022 and will double again by 2027.
🚀Jeff Bezos is stepping into an operational role as co-CEO of Project Prometheus, a new AI startup applying AI to the engineering and manufacturing of computers, cars & spacecraft. It has raised ~$6.2B, partly from Bezos, and hired ~100 researchers from OpenAI, DeepMind and Meta.
November 17, 2025 at 5:51 PM
🚀Jeff Bezos is stepping into an operational role as co-CEO of Project Prometheus, a new AI startup applying AI to the engineering and manufacturing of computers, cars & spacecraft. It has raised ~$6.2B, partly from Bezos, and hired ~100 researchers from OpenAI, DeepMind and Meta.
💊 Novo Nordisk is cutting U.S. self-pay prices for Wegovy and Ozempic, offering new patients the lowest doses at $199/month for the first 2 months, then $349. The move aims to regain share from Eli Lilly and draw patients back from cheaper pharmacy-made copies.
November 17, 2025 at 5:42 PM
💊 Novo Nordisk is cutting U.S. self-pay prices for Wegovy and Ozempic, offering new patients the lowest doses at $199/month for the first 2 months, then $349. The move aims to regain share from Eli Lilly and draw patients back from cheaper pharmacy-made copies.
📈 #GOOGL jumped ~5% pre-market after Berkshire Hathaway disclosed a new stake, bringing its total holding to 17.9M shares as of Sept. 30. With #GOOGL up ~46% this year vs. ~14% for the S&P 500, it’s been a standout performer even as Apple remains Berkshire’s largest holding.
November 17, 2025 at 12:42 PM
1/ ❄️CNBC says some Americans are starting to use the heat from Bitcoin mining to warm their homes and businesses. The industry generates ~100 TWh of waste heat annually, enough to heat Finland — and entrepreneurs are racing to put that wasted energy to work.
November 17, 2025 at 12:23 PM
1/ ❄️CNBC says some Americans are starting to use the heat from Bitcoin mining to warm their homes and businesses. The industry generates ~100 TWh of waste heat annually, enough to heat Finland — and entrepreneurs are racing to put that wasted energy to work.
🧸Pop Mart’s Labubu craze may be nearing its peak, says Bernstein’s Melinda Hu — currently the only analyst with a Sell call. Short interest has risen to 2.8% of free float, the highest since Apr 2024, yet most analysts still expect growth from overseas expansion and broader IP.
November 17, 2025 at 11:36 AM
🧸Pop Mart’s Labubu craze may be nearing its peak, says Bernstein’s Melinda Hu — currently the only analyst with a Sell call. Short interest has risen to 2.8% of free float, the highest since Apr 2024, yet most analysts still expect growth from overseas expansion and broader IP.
🧬 Mersana Therapeutics will be acquired by Day One Biopharmaceuticals in a ~$285M deal, with shareholders set to receive $25/share upfront + up to $30.25/share tied to clinical and regulatory milestones for its lead asset, Emi-Le. Details: en.oninvest.com/article/shar...
Shares of cancer drugmaker Mersana soar 200% on news of acquisition by Day One Bio – Oninvest
Shares of Mersana Therapeutics, a micro-cap company developing " smart bombs for cancer," soared 209% yesterday, November 13. Mersana unexpectedly reported to investors that it would be acquired at...
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November 15, 2025 at 6:56 AM
🧬 Mersana Therapeutics will be acquired by Day One Biopharmaceuticals in a ~$285M deal, with shareholders set to receive $25/share upfront + up to $30.25/share tied to clinical and regulatory milestones for its lead asset, Emi-Le. Details: en.oninvest.com/article/shar...
🛒 Walmart CEO Doug McMillon will step down on Jan 31, 2026 after more than a decade leading the retailer’s tech expansion and growth. John Furner, head of Walmart U.S., will take over on Feb 1, 2026. McMillon will stay on as board member and advisor into 2027.
November 15, 2025 at 6:49 AM
🛒 Walmart CEO Doug McMillon will step down on Jan 31, 2026 after more than a decade leading the retailer’s tech expansion and growth. John Furner, head of Walmart U.S., will take over on Feb 1, 2026. McMillon will stay on as board member and advisor into 2027.
🍏 Apple is accelerating CEO succession planning, with Tim Cook potentially stepping down as early as 2026, per FT. John Ternus, SVP of Hardware Engineering, is seen as the top contender. A successor likely won’t be named until Apple’s early-2026 holiday-quarter results.
November 15, 2025 at 6:45 AM
🍏 Apple is accelerating CEO succession planning, with Tim Cook potentially stepping down as early as 2026, per FT. John Ternus, SVP of Hardware Engineering, is seen as the top contender. A successor likely won’t be named until Apple’s early-2026 holiday-quarter results.
📊 Bridgewater’s Q3 filing shows big new stakes in $RDDT ($142M), $HOOD ($115M), and $AMAT ($94.9M). The firm also boosted its iShares Core S&P 500 ETF by 75% (now 10.6% of the portfolio) and cut $NVDA by 65%, while exiting 65 positions.
November 14, 2025 at 12:31 PM
📊 Bridgewater’s Q3 filing shows big new stakes in $RDDT ($142M), $HOOD ($115M), and $AMAT ($94.9M). The firm also boosted its iShares Core S&P 500 ETF by 75% (now 10.6% of the portfolio) and cut $NVDA by 65%, while exiting 65 positions.
🇨🇳📱 iPhone sales in China jumped 22% in October, boosted by the launch of the iPhone 17, Reuters reports. It’s a strong start for Apple’s new lineup, even as China’s broader smartphone market faces slower demand and more cautious consumer spending.
November 14, 2025 at 12:17 PM
🇨🇳📱 iPhone sales in China jumped 22% in October, boosted by the launch of the iPhone 17, Reuters reports. It’s a strong start for Apple’s new lineup, even as China’s broader smartphone market faces slower demand and more cautious consumer spending.
🚨 Oil jumped ~2% after a Ukrainian drone strike hit a depot at Novorossiysk, Russia’s second-largest export hub, raising fears of supply disruption. With Brent up ~2% and analysts citing further risk if attacks continue.
November 14, 2025 at 10:01 AM
🚨 Oil jumped ~2% after a Ukrainian drone strike hit a depot at Novorossiysk, Russia’s second-largest export hub, raising fears of supply disruption. With Brent up ~2% and analysts citing further risk if attacks continue.
📉 Bitcoin has slipped to ~$97K, deepening a sell-off that’s erased over $450B in crypto market value since early October. 10x Research says the market has entered a confirmed bear phase, with ETF inflows weakening and long-term holders selling into the decline.
November 14, 2025 at 7:39 AM
📉 Bitcoin has slipped to ~$97K, deepening a sell-off that’s erased over $450B in crypto market value since early October. 10x Research says the market has entered a confirmed bear phase, with ETF inflows weakening and long-term holders selling into the decline.
🎮 Ubisoft, the studio behind Assassin’s Creed, has delayed its H1 results and asked Euronext to halt trading from Nov. 14 until the figures are released. $UBI.PA is down 49% YTD and trading near multi-year lows amid delays and underperforming titles.
November 14, 2025 at 5:35 AM
🎮 Ubisoft, the studio behind Assassin’s Creed, has delayed its H1 results and asked Euronext to halt trading from Nov. 14 until the figures are released. $UBI.PA is down 49% YTD and trading near multi-year lows amid delays and underperforming titles.
🚀 In Q3, Firefly posted 38% revenue growth, landed a $176.7M NASA contract, and closed its SciTec acquisition. The company also lifted its 2025 outlook to $150–158M. Details: en.oninvest.com/article/spac...
SpaceX rival Firefly up 28% after strong 3Q25 results and upgraded 2025 guidance – Oninvest
Shares of Firefly Aerospace , a mid-cap developer of launch vehicles and orbital spacecraft and a competitor to Elon Musk’s SpaceX, have soared more than a quarter in early trading today, November 13...
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November 14, 2025 at 5:34 AM
🚀 In Q3, Firefly posted 38% revenue growth, landed a $176.7M NASA contract, and closed its SciTec acquisition. The company also lifted its 2025 outlook to $150–158M. Details: en.oninvest.com/article/spac...
📉 #TSLA fell 6.6% — its steepest drop since July. The slide comes amid Cathie Wood’s ARK funds trimming over 70,000 Tesla shares, a recall of ~10,500 Powerwall units over overheating risks, and a 10% YoY sales drop in China, all while tech stocks broadly slide.
November 14, 2025 at 5:10 AM
📉 #TSLA fell 6.6% — its steepest drop since July. The slide comes amid Cathie Wood’s ARK funds trimming over 70,000 Tesla shares, a recall of ~10,500 Powerwall units over overheating risks, and a 10% YoY sales drop in China, all while tech stocks broadly slide.