Dec 15, 2025 • WIRED
SOMEWHAT-BULLISH
Nvidia Becomes a Major Model Maker With Nemotron 3
Nvidia, traditionally a chipmaker, has released Nemotron 3, a series of open-source AI models, data, and tools, marking its entry into serious model making. This move is strategic, as other AI companies are developing their own chips, potentially reducing their reliance on Nvidia's technology. By embracing open innovation and transparency, Nvidia aims to provide developers with the resources needed to build scalable AI agents, especially important given the rising popularity of open models from Chinese firms.
Dec 15, 2025 • Yahoo Finance
SOMEWHAT-BULLISH
Hesai Recognized as the Only Lidar Company on Morgan Stanley's "Humanoid Tech 25" of Global Robotics Leaders
Hesai Technology, a global leader in lidar solutions, has been named to Morgan Stanley's "Humanoid Tech 25," an exclusive list of the world's 25 most influential robotics companies. Hesai is the only lidar company included, recognized for delivering critical 3D perception capabilities enabling real-world robotics applications. The report predicts global robot hardware revenues will reach $25 trillion by 2050, with lidar playing a critical role in providing accurate, real-time 3D spatial perception for these physical AI systems.
Dec 15, 2025 • ts2.tech
NEUTRAL
Intel Stock (INTC) Today: Latest News, Analyst Forecasts, and What Could Move Shares Next (Dec. 15, 2025)
Intel Corporation's stock (INTC) is under scrutiny as investors weigh its AI and foundry ambitions against M&A rumors and geopolitical risks. Key catalysts include clarity on a potential SambaNova acquisition, Q4 results and 2026 guidance, and progress in its foundry ecosystem. Analyst forecasts show a wide range, indicating investor debate over Intel's turnaround strategy and execution.
Dec 15, 2025 • Markets Financial Content
NEUTRAL
Is DaVita Stock Underperforming the Dow?
DaVita Inc. (DVA), a mid-cap company providing kidney dialysis services, has experienced a significant underperformance compared to the Dow Jones Industrials Average ($DOWI). Its stock has decreased by 32.4% from its 52-week high, dropped 8.9% in the last three months, and declined 21.2% over the past year, while the DOWI has seen gains. Analysts are cautious, rating DVA as a "Hold" with a modest price target premium, particularly after a disappointing Q3 2025 due to higher costs, lower volumes, and a ransomware attack.
Dec 15, 2025 • TradingView — Track All Markets
BULLISH
Nvidia and AMD Brace for Surging AI Demand in 2026
Semiconductor companies, including Nvidia and AMD, anticipate AI demand to outstrip supply into 2026, according to a BNP Paribas Research note. Executives expressed confidence in continued capacity ramps, with discussions focusing on power availability, competition from custom silicon, and vendor financing as key considerations for the industry's growth.
Dec 15, 2025 • ts2.tech
SOMEWHAT-BULLISH
Hewlett Packard Enterprise (HPE) Stock on Dec. 15, 2025: Latest News, FY2026 Forecasts, Analyst Targets, and What Investors Are Watching
Hewlett Packard Enterprise (HPE) faces a mixed outlook in December 2025, balancing a strong networking business, bolstered by the Juniper Networks acquisition, with "lumpy" AI server revenue due to delayed deliveries. Despite a volatile period following Q4 2025 earnings, which saw stronger profitability but a soft near-term revenue forecast, analysts remain cautiously optimistic. Investors are closely watching AI server shipment timing, the durability of networking growth post-Juniper integration, and regulatory risks.