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Oninvest
@oninvest.bsky.social
Your go-to source for small-cap stocks insights
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🔐More breaches and AI-driven threats are pushing cybersecurity spending higher, with estimates placing the market at $552B by 2031. Oninvest highlights #ALLT, #MOB, and #YSN.DE as the small-cap names most likely to benefit, details 👇 en.oninvest.com/article/with...
With cyberattacks and AI crime on the rise, these small caps are poised to benefit – Oninvest
In 2025, cybersecurity remains one of the most dynamic areas of high tech. Insight Partners estimates that the market for data and network security solutions will almost double between 2024 and 2031 ...
en.oninvest.com
🚁 The Motley Fool’s George Budwell points to #JOBY and #ACHR as two eVTOL names worth watching for the long term. Both companies are still early in the commercial cycle but projections suggest the eVTOL market could reach $1T by 2040. en.oninvest.com/article/motl...
Motley Fool flags potential attractive entry point for growth stocks Joby and Archer – Oninvest
Long-term investors should take a closer look at the shares of air taxi developers Joby Aviation and Archer Aviation, Motley Fool analyst George Budwell says in a recent article titled "2 Unstoppable...
en.oninvest.com
November 28, 2025 at 6:34 PM
📈 Intel jumped after analyst Ming-Chi Kuo said the chances of Intel manufacturing Apple’s M-series chips now look more realistic, though no deal is confirmed. Kuo sees mutual upside — Apple localizes production while Intel gains a major foundry client.
November 28, 2025 at 5:24 PM
Germany is preparing to approve €2.9B in new defense procurement (including drones, rifles, missiles and military vehicles), most contracts set to go to domestic manufacturers. The package is expected to be reviewed by parliament next week, Bloomberg reports.
November 28, 2025 at 1:02 PM
🇫🇷 France will launch a 10-month voluntary military service for 18–19-year-olds starting in mid-2026. The first cohort will include ~3,000 volunteers, with the plan to scale to 10,000 per year by 2030 and possibly 50,000 annually by 2035, as part of broader defense adjustments.
November 27, 2025 at 6:14 PM
🐾 Petco reported Q3 results showing margin improvement and stronger profitability as it closes underperforming stores and exits weaker product lines. Full-year guidance was raised. Details: en.oninvest.com/article/petc...
Petco rallies 14% on improved profitability in 3Q25 and upgraded guidance – Oninvest
Shares of Petco Health & Wellness, the small-cap retailer of pet products, surged 14.5% yesterday, November 26, after the company posted results that signaled progress in its turnaround and raised it...
en.oninvest.com
November 27, 2025 at 6:08 PM
📉 Bitcoin bull Tom Lee has lowered his year-end target — after calling for $250K in October, he now sees Bitcoin finishing above $100K. Earlier in November, Fundstrat said BTC could reach $150K–$200K by late January if the market recovers. BTC trades near $91K.
November 27, 2025 at 6:01 PM
Anta Sports is exploring a takeover bid for #Puma and is working with advisers while considering teaming up with a private-equity firm. #PUM.DE jumped on the news. Li-Ning and ASICS are also viewed as potential bidders, details 👇 en.oninvest.com/article/puma...
Puma shares soar as China's Anta Sports reportedly exploring takeover bid – Oninvest
Chinese sportswear maker Anta Sports Products, which owns brands like Fila and Jack Wolfskin, is considering a takeover of Germany’s Puma, Bloomberg reports . According to its sources, the Chinese com...
en.oninvest.com
November 27, 2025 at 1:50 PM
🇨🇦 Canada will introduce a 25% global tariff on certain imported steel-derivative products starting December 26, affecting about C$10 billion worth of imports, including items from wind-turbine towers to wires and fasteners.
November 27, 2025 at 11:22 AM
FT: Chinese giants Alibaba and ByteDance are reportedly moving AI training to Southeast Asia to retain access to Nvidia chips restricted in mainland China, notably the H20, by using foreign-operated data centres.
November 27, 2025 at 7:00 AM
#AVGO is emerging as one of the biggest beneficiaries of Alphabet’s record rally. The AI-chip supplier is up ~ 12% in five days and ~ 70% YTD. Analysts stay bullish, with Goldman raising its price target to $435.
November 27, 2025 at 5:43 AM
The U.S. DoD has reportedly recommended adding Alibaba, Baidu, BYD, and five more Chinese companies to the 1260H list for allegedly aiding the Chinese military, Bloomberg reports. Formal listing hasn’t been confirmed yet.
November 27, 2025 at 5:36 AM
📈Robinhood and Susquehanna are acquiring 90% of CFTC-regulated exchange LedgerX, aiming aiming to launch its own futures & derivatives exchange for prediction markets in 2026. #HOOD is up 10%.
November 26, 2025 at 6:44 PM
📈 #KSS jumped 43% yesterday — its biggest one-day gain ever — after Q3 revenue and EPS beat estimates and full-year guidance was raised. Shares are up ~65% YTD, though analysts remain cautious with only 2 Buy ratings. en.oninvest.com/article/kohl...
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November 26, 2025 at 6:25 PM
🔐More breaches and AI-driven threats are pushing cybersecurity spending higher, with estimates placing the market at $552B by 2031. Oninvest highlights #ALLT, #MOB, and #YSN.DE as the small-cap names most likely to benefit, details 👇 en.oninvest.com/article/with...
With cyberattacks and AI crime on the rise, these small caps are poised to benefit – Oninvest
In 2025, cybersecurity remains one of the most dynamic areas of high tech. Insight Partners estimates that the market for data and network security solutions will almost double between 2024 and 2031 ...
en.oninvest.com
November 26, 2025 at 4:24 PM
🖥️ Foxconn will invest an additional $569M in Wisconsin after receiving state approval, expanding AI server production at its Racine County site. The project is expected to add 1,374 jobs and significantly increase Foxconn’s U.S. manufacturing presence.
November 26, 2025 at 7:58 AM
📈 #OLMA surged ~200% last week, hitting a near 4-year high after Roche reported “unprecedented” late-stage breast cancer trial results — a therapy with a similar mechanism to Olema’s, easing perceived risk. JPMorgan and Goldman raised targets. Details 👇 en.oninvest.com/article/onco...
Oncology drugmaker Olema triples in a week after latest Roche data eases sector risks – Oninvest
Shares of Olema Pharmaceuticals, a small-cap maker of cancer drugs, soared almost 200% last week, November 18-24. Investors were reacting to positive news on clinical trials from Swiss pharma giant ...
en.oninvest.com
November 26, 2025 at 5:26 AM
#SNDK will join the S&P 500 this Friday after soaring ~547% since its February IPO to a ~$33.3B market cap — big enough for investment bank Stephens to dub it a SmallCap “elephant.” More index changes here → en.oninvest.com/article/smal...
Small cap 'elephant' SanDisk moved to S&P 500; shares rally – Oninvest
Quotes of chipmaker SanDisk jumped in extended trading yesterday, November 24, and early today, November 25. The rally followed news that the company will leave the S&P SmallCap 600 index on Friday,...
en.oninvest.com
November 26, 2025 at 5:18 AM
💼 ARK Invest bought more than 400K #CRWV shares on Nov. 24 through ARKK and ARKW, stepping in after a ~45% monthly drop. The move shows ARK’s continued conviction in AI-infrastructure despite volatility.
November 26, 2025 at 5:03 AM
💻 HP guided weaker earnings for fiscal 2026 and plans to cut 4,000–6,000 jobs by 2028, targeting ~$1B in annual savings through AI-driven restructuring and shifting U.S. production out of China. Rising memory chip costs are pressuring margins. #HPQ fell ~5% after hours.
November 26, 2025 at 4:51 AM
🚗Tesla registered 6,964 cars in Europe in October — down 48.5% YoY, per ACEA — even as EV sales across the EU, UK and EFTA jumped 32.9%.
November 25, 2025 at 6:21 PM
💊Novo Nordisk jumped over 4% after early data showed its experimental drug Amycretin helped patients lose up to 14.5% of their weight and improve blood sugar. Yet the stock is still down nearly 50% this year, and analysts differ on how quickly it can recover.
November 25, 2025 at 5:44 PM
📋Nvidia issued a detailed memo to analysts rebutting criticism from investor Michael Burry, whose fund holds put options on the stock. The memo disputes his numbers on share buybacks and rejects his claims about chip lifespans, saying its GPUs remain highly utilized across years
November 25, 2025 at 2:29 PM
📱Google’s Gemini 3 is drawing big praise, with Salesforce CEO Marc Benioff saying he’s “not going back” to ChatGPT after testing it. Jim Cramer added that integrating Gemini across Google’s platform gives Alphabet an edge that could challenge OpenAI’s position in the AI race.
November 25, 2025 at 9:32 AM
OpenAI has completed its first prototypes of upcoming AI devices built with ex-Apple design chief Jony Ive, per CNBC. Sam Altman describes it as a quieter, more intuitive alternative to the smartphone with a debut expected within two years.
November 25, 2025 at 9:11 AM
💰Google is in talks with Meta on a multibillion-dollar deal to supply its TPU AI chips for deployment in 2027, per The Information. $NVDA fell in post-market trading on concerns about new competition, while $GOOGL rose on the potential expansion of Google’s chip business.
November 25, 2025 at 6:45 AM