Most Wonderful Time
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Most Wonderful Time
$SPY ( ▲ 0.62% ) $QQQ ( ▲ 0.48% ) $IWM ( ▲ 1.11% ) $DIA ( ▲ 0.48% )
The market climbed Monday, the countdown to the Santa rally commencing with a green, low volume day.
Financials and materials were helping lead the way, while consumer staples was the only sector of the S&P 500 to truly lag. Tesla hit an all time record again, Chief Musk saying full self driving was within reach. Nvidia climbed on news it would start shipping higher grade chips to China in February. Reuters reports said it expected to ship the equivalent of 40k-80k H200 chips.
Paramount Skydance climbed after a report Larry Ellison would personally guarantee $40B of the $100B+ buyout offer for WBD. Copper, silver, and gold were reaching record highs yet again, investors shifting risk to rare earths after the U.S. seized another Venezuelan oil tanker Sunday.
There wasn’t a ton of standout decliners: Target, Whole Foods, and Walmart fell in a follow-up to a botulism food contamination trial in groceries, Mcdonald’s fry supplier Lamb Wesson fell to a five year low after reporting tough earnings Friday and saying internatinal french fry competition is heating up. 🍟
DEAL NEWS
Google Buying Solar Fields in Largest Energy Deal Yet for AI Giant 🤖
Alphabet Announces Agreement to Acquire Intersect to Advance U.S. Energy Innovation (Source: Intersect)
Alphabet $GOOGL ( ▲ 0.85% ) shares rose on Monday as the search giant announced a $4.75 billion deal to acquire Intersect, one of the largest energy deals yet, where an AI accelerator giant is soaking up as much energy as it can get its tentacles on.
The acquisition comes as Alphabet targets a massive $93 billion in capital expenditure for 2025 to keep pace with soaring demand for Google Cloud and Gemini AI services. The deal also helps Google pander to its green-conscious aims, its carbon emissions climbing 48% since 2019 as it built out more and more electricity devouring data centers, according to Bloomberg.
“Intersect will help us expand capacity, operate more nimbly in building new power generation in lockstep with new data center load, and reimagine energy solutions to drive US innovation and leadership,” CEO of Google Sundar Pichai said.
Intersect has access to about 7.5 gigawatts of solar and storage energy, according to energy consultant Ben Hertz-Shargel, mostly based in Haskell County, Texas. A single gigawatt powers 750,000 homes, about the output of a nuclear reactor.
Just like Oracle and other data center giants, Alphabet reported that its Google Cloud backlog exploded to over $150 billion. To fulfill these contracts, the company needs a reliable “sovereign” power supply that isn’t at the mercy of overwhelmed public utility grids. It needs to get high on its own supply. ⚡️
SPONSORED
This Silicon Valley Company Just Launched the Next Phase of Physical AI
Dear Investor,
Across the United States, the cost of keeping people and property secure has spiraled out of control.
That system is breaking under its own weight.
And one American company believes it has the solution.
Knightscope, Inc. (NASDAQ:KSCP) has spent over a decade building and deploying fully autonomous security robots that can patrol, monitor, and detect in real time.
Now the company is entering a new phase with the launch of its most advanced machine yet: the K7 Autonomous Security Robot.
Each unit can perform at an equivalent cost of roughly $15 an hour, a fraction of what businesses pay for traditional guard services.
And that’s why Knightscope (NASDAQ:KSCP) is gaining traction fast.
Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.
*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.
SECTOR NEWS
Quantum Stocks Rebound After Brutal Slump ⚛️
Quantum computing stocks surged as a broader risk-on rally helped the sector recover from a deep two-month correction. The leading names in the fledgling (and pre-revenue) industry have lost more than half their market value since October, but renewed focus on practical commercial applications and high-profile upcoming events triggered a sharp reversal.
The most specific news follows D-Wave Quantum, $QBTS ( ▲ 20.02% ) jumping after announcing it will showcase ‘real-world quantum solutions’ at CES 2026 in January. The company plans to demonstrate how its systems solve complex supply chain and logistics problems for entrepreneurs and government agencies. It’s got only a couple of days left to prepare.
$IONQ ( ▲ 11.1% ) rose, paring back some of its recent losses as investors rotated back into high-growth technology. $RGTI ( ▲ 13.13% ) gained after hitting a near-term bottom in late November. The bounce follows a 64 percent slide from its October record highs. $QUBT ( ▲ 12.86% ) recovered from a multi-month decline that had erased most of its 2025 gains. Stocktwits users were mostly bullish on the sector as a whole, according to a communitypoll:
MORE DEAL NEWS
Ellison Offering $40 Guarantee for WBD Deal (Again?) 📽️
Remember last week, when WBD rejected the Paramount deal, because among other things, their $108B hostile money waving was ‘backed’ by a revocable $40B trust under David Ellison? Well, daddy’s back in town:
Paramount Skydance $PSKY ( ▲ 4.29% ) fortified its $108B hostile bid for Warner Bros. $WBD ( ▲ 3.53% ) by securing an irrevocable $40.4B personal guarantee from Oracle Chairman Larry Ellison, according to a statement. Sounds a lot better than having the ability to cancel the deal on a whim.
This move directly addresses the WBD board’s previous skepticism regarding the certainty of the Ellison family’s financial backing. As part of the amended offer, Paramount published records confirming the Ellison family trust holds 1.16 billion shares of ORCL common stock and pledged that these assets will not be transferred while the deal is pending.
The revised proposal also matches the $5.8B regulatory breakup fee offered by $NFLX ( ▼ 1.23% ), raised from $5B, and provides WBD with greater flexibility for debt refinancing and interim operations. The news sent PSKY and WBD climbing.
PSKY CEO David Ellison maintains that their 30 dollar per share all-cash offer for the entire company is superior to the Netflix bid, which only targets WBD’s studio and streaming assets for a cool $82.7B and change. Will this change shareholder minds or the boards recomendations to ignore outside offers? Time will tell.
DEALS DEALS DEALS
Streaming License Holder Makes Peace With The Mouse 🐭
Adeia $ADEA ( ▲ 30.54% ) rallied big time Monday as the patent licensing firm ended a long-running legal feud with The Walt Disney Company DIS and issued a massive upgrade to its 2025 financial outlook. Adeia is a media license company that holds patents on video, wifi, and streaming tech that it rents out to providers like Verizon or Altice’s Optimum.
Adeia had sued Disney for infringing on its streaming patents through Hulu, ESPN+, Disney+. The agreement today both settles the litigation, and allows Adeia to mark Disney as one of its major customers again, giving it nearly $60M+ more revenue in forecast for the next year.
After missing earnings expectations in November, settling the deal and bringing in Disney bucks is a huge win for the company.
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Revenue Jump: Adeia now forecasts 2025 GAAP revenue between $425 million and $435 million, a massive 16 percent increase from its previous midpoint guidance of $370 million.
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Profitability Boost: The company’s net income forecast was nearly doubled at the lower end, now expected to reach $96.4 million to $113.9 million, up from the previous range of $52.4 million to $71.6 million.
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Adjusted EBITDA: Expected EBITDA was also raised to a range of $257.1 million to $265.1 million, up from the prior $202.3 million to $218.3 million.
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*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.
POPS & DROPS
Top Stocktwits News Stories 🗞️
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Churchill Capital rallied following Citron Research’s positive comments.
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AMC reached a 52-week low amid ongoing dilution and bankruptcy fears.
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Sidus Space rose 95% after securing a NASA contract for space hardware.
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Tesla hit record highs on FSD expansion and pay package progress.
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Bit Mining purchased $40 million in Ethereum, significantly increasing its holdings.
Don’t miss a story! Follow @StocktwitsNews for a live feed in real time. ✍️
STOCKTWITS VIDEO
“My Son Can Copy My Bet” — New Media Moves With Howard
Prediction markets let a parent’s real-world “expertise” become something kids can participate in—turning everyday habits (like Dutch Bros) into financial curiosity and conversations.
WHAT’S ON DECK
Tomorrow’s Top Things 📋
GDP Growth Q3 (8:30 AM) Economists are looking for a 3.2 percent annualized growth rate, a slight step down from the 3.8 percent seen in the second quarter.
Building Permits & Housing Starts (8:30 AM) This forward-looking duo is expected to show a housing market still caught in a “holding pattern.” Permits are expected at 1.340M (up slightly from 1.330M), and Housing Starts are forecasted at 1.320M.
After-Market Earnings: Good Times Restaurants ($GTIM) and Limoneira Co ($LMNR).🌕️
P.S. You can listen to all of these earnings calls on Stocktwits.
Links That Don’t Suck 🌐
🤑 SoFi Becomes First U.S. Bank to Bring Crypto to Retail Traders
😨 New Trump envoy says he will serve to make Greenland part of US
🤖 ChatGPT launches a year-end review like Spotify Wrapped
💰️ Epstein files: DOJ restores image showing Trump after backlash
🧑🎓 Can Social Media Inform Corporate Decisions? Evidence from Merger Withdrawals
👀 CBS postpones ’60 Minutes’ story on Trump deportees at the last minute
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Author Disclosure: The author of this newsletter does not hold positions in any of the securities or assets mentioned. 📋
