Dec 15, 2025 • Invesco
NEUTRAL
Has the catalyst for stock diversification arrived?
Improving global economic growth and Federal Reserve easing of interest rates could be the long-awaited catalyst for investors to diversify beyond mega-cap technology stocks. While the AI trade continues, the environment is becoming more favorable for broader market participation, including smaller capitalization and value stocks, as evidenced by recent market activity and record highs in small-cap indexes. This shift aligns with Invesco's 2026 annual investment outlook of "Resilience and rebalancing."
Dec 15, 2025 • GuruFocus
NEUTRAL
Comscore (SCOR) Enhances Reporting with New Streaming and Social Capabilities
Comscore (SCOR) has introduced new streaming audio and social reporting capabilities, including campaign-level metrics from Meta platforms, to enhance cross-platform measurement for advertisers. Despite these advancements in interactive media analytics, the company faces significant financial challenges, as indicated by a negative Altman Z-Score and an inability to cover interest expenses, suggesting potential bankruptcy risk. Insider ownership is notably high at 64.13%, yet the stock's valuation metrics reflect its current market challenges.
Dec 15, 2025 • The Manila Times
BULLISH
Comscore Expands Cross-Platform Campaign Measurement to Include Audio and Social
Comscore has expanded its cross-platform reporting suite to include streaming audio measurement and enhanced social reporting with campaign-level metrics from Meta's platforms. These new capabilities offer advertisers a more comprehensive view of campaign performance across various digital and linear formats. The company also rebranded its Comscore Campaign Ratings (CCR) to Cross-Platform Campaign Results (CCR) to better reflect its aim of providing a single, deduplicated view of campaign performance.
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 • MarketBeat
NEUTRAL
Silicon Valley Capital Partners Sells 17,540 Shares of Intuitive Surgical, Inc. $ISRG
Silicon Valley Capital Partners significantly reduced its stake in Intuitive Surgical, selling 17,540 shares, yet institutional investors still hold approximately 83.64% ownership. Despite insider selling, Intuitive Surgical reported strong Q2 earnings, surpassing analyst estimates for both EPS and revenue. Analysts currently maintain a "Moderate Buy" consensus rating for ISRG with a price target of $608.79.
Dec 15, 2025 • San Francisco Chronicle
SOMEWHAT-BULLISH
Gavin Newsom saved California’s last nuclear plant. But do we really need it?
Governor Gavin Newsom reversed course and extended the operating life of Diablo Canyon, California's last nuclear power plant, until 2030, despite earlier plans for its closure. This decision, backed by a well-funded campaign and nearly $1.4 billion in state funds, was justified by Newsom as necessary to prevent blackouts, though critics argue some state energy forecasts projected adequate supplies without the plant. The move signifies a broader resurgence of interest in nuclear power, with PG&E now exploring the possibility of keeping Diablo Canyon running until 2045.