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Telecom & Digital Infrastructure US Stocks: Week Ahead After Fed Cut, Wireless Pricing Shock, and AI Data Center Power Scramble (Updated Dec. 14, 2025)

Telecom & Digital Infrastructure US Stocks: Week Ahead After Fed Cut, Wireless Pricing Shock, and AI Data Center Power Scramble (Updated Dec. 14, 2025)

Verizon cut wireless prices for multi-line plans on December 12, sparking concerns of a renewed price war with AT&T and T-Mobile. The Federal Reserve’s December 10 rate cut to 3.50%–3.75% shifted focus to REIT valuations and funding costs. Investors are watching for further carrier pricing moves and regulatory headlines in the coming week. Data center stocks face scrutiny over power supply and tenant risk.
14 diciembre 2025
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Nike Stock (NKE) Weekly Outlook: Fed Cut Tailwinds, Leadership Shake‑Up, LSU Deal, and Q2 Earnings Ahead (Updated Dec. 14, 2025)

Nike Stock (NKE) Weekly Outlook: Fed Cut Tailwinds, Leadership Shake‑Up, LSU Deal, and Q2 Earnings Ahead (Updated Dec. 14, 2025)

Nike shares closed at $67.47 on Dec. 12 ahead of fiscal Q2 2026 earnings due Thursday. The stock gained about 2.4% over the past week amid volatility following a Fed rate cut and Nike’s appointment of Venkatesh Alagirisamy as COO. Investors remain focused on margin pressure and performance in China.
14 diciembre 2025
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Lululemon Stock (NASDAQ: LULU) News, Forecasts and Analysis for Dec. 14, 2025: CEO Exit, Q3 Beat, Buyback Boost and Nasdaq-100 Removal

Lululemon Stock (NASDAQ: LULU) News, Forecasts and Analysis for Dec. 14, 2025: CEO Exit, Q3 Beat, Buyback Boost and Nasdaq-100 Removal

Lululemon said CEO Calvin McDonald will step down in January 2026 and reported Q3 revenue up 7% to $2.6 billion, with international sales rising 33% but Americas revenue down 2%. The company will be removed from the Nasdaq-100 on December 22, 2025. Shares traded near $204.97 after the news. Gross margin fell to 55.6%, and operating income dropped 11%.
14 diciembre 2025
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Strategy Inc (MSTR) Stock News, Forecasts and Analysis for Dec. 14, 2025: Nasdaq 100 Stays, MSCI Decision Looms, Bitcoin Buys Continue

Strategy Inc (MSTR) Stock News, Forecasts and Analysis for Dec. 14, 2025: Nasdaq 100 Stays, MSCI Decision Looms, Bitcoin Buys Continue

Strategy Inc (NASDAQ: MSTR) will remain in the Nasdaq 100 after the annual reconstitution, easing immediate index-removal concerns. The stock last closed at about $176.45, down 3.7% Friday. Investors now await MSCI’s decision on new index rules for crypto-heavy firms. MSTR’s price continues to track Bitcoin, which traded near $89,357.
14 diciembre 2025
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Nvidia Stock (NVDA) News Today: China H200 Export Deal, Blackwell/Rubin Outlook, and 2026 Price Targets (Dec. 14, 2025)

Nvidia Stock (NVDA) News Today: China H200 Export Deal, Blackwell/Rubin Outlook, and 2026 Price Targets (Dec. 14, 2025)

Nvidia shares closed at $175.02 on Friday, down 3.25%, after President Trump approved H200 AI chip exports to China with a 25% U.S. revenue cut. Beijing is considering limiting access despite U.S. approval. ByteDance and Alibaba expressed interest in the H200, but supply remains tight. Markets are watching for signs of cooling AI infrastructure spending.
14 diciembre 2025
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RH Stock News & Forecast (NYSE:RH) on Dec. 14, 2025: Q3 FY2025 Earnings, Guidance Reset, and New Analyst Price Targets

RH Stock News & Forecast (NYSE:RH) on Dec. 14, 2025: Q3 FY2025 Earnings, Guidance Reset, and New Analyst Price Targets

RH shares rose 5.7% Friday to $162.01 after reporting Q3 revenue of $884 million and net income of $36 million, both up 9% year over year. The company’s updated outlook cited ongoing margin pressure from tariffs and international expansion, leading several analysts to cut price targets. RH guided Q4 revenue growth of 7%–8% and an adjusted operating margin of 12.5%–13.5%. Wall Street consensus remains neutral.
14 diciembre 2025
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SpaceX Valuation Surges to $800 Billion in Insider Share Sale—What the Latest IPO Forecasts Say for 2026 (Updated Dec. 14, 2025)

SpaceX Valuation Surges to $800 Billion in Insider Share Sale—What the Latest IPO Forecasts Say for 2026 (Updated Dec. 14, 2025)

SpaceX set its valuation at about $800 billion after approving a secondary share sale at $421 per share, according to a Dec. 12 letter from CFO Bret Johnsen reviewed by Reuters. The deal allows up to $2.56 billion in shares to be sold to investors and SpaceX itself. The company is preparing for a possible IPO in 2026 but has not set a final timeline or valuation.
14 diciembre 2025
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Home Depot (HD) Stock Outlook for 2026: Investor Day Forecasts, Latest Earnings, Analyst Targets, and Key Risks (Dec. 14, 2025)

Home Depot (HD) Stock Outlook for 2026: Investor Day Forecasts, Latest Earnings, Analyst Targets, and Key Risks (Dec. 14, 2025)

Home Depot shares closed at $359.65 on Friday, Dec. 12, after volatile trading following its first investor conference in over two years. Management projected flat to 2% comparable sales growth and up to 4% adjusted EPS growth for fiscal 2026, below some analyst expectations. The stock rebounded late in the week after initial declines on the outlook.
14 diciembre 2025
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Home Depot (HD) Stock: What to Know Before the Market Opens on Monday, Dec. 15, 2025

Home Depot (HD) Stock: What to Know Before the Market Opens on Monday, Dec. 15, 2025

Home Depot shares closed near $359.65 Friday after issuing a preliminary fiscal 2026 outlook that missed Wall Street expectations, projecting flat-to-2% same-store sales growth and up to 4% EPS growth. The stock is down about 10% year to date, trailing the S&P 500’s 16% gain. Management said it has not seen a catalyst for a housing recovery. Fiscal 2025 guidance was reaffirmed.
14 diciembre 2025
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Analog Devices (ADI) Stock: What to Know Before the Market Opens on Monday, December 15, 2025

Analog Devices (ADI) Stock: What to Know Before the Market Opens on Monday, December 15, 2025

Analog Devices shares closed at $279.32 on Friday, down 1.44% but just 1.6% below their 52-week high. The company reported Q4 revenue of $3.08 billion and FY2025 revenue of $11.02 billion, both up year over year. For Q1 2026, ADI forecast revenue of $3.1 billion and non-GAAP EPS of $2.29, both above analyst estimates. Trading volume rose ahead of Monday’s open.
14 diciembre 2025
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Transformers and Rectifiers (India) Ltd (TARIL) Stock Surges on Order-Book Optimism: Latest News, Forecasts and Key Levels (15 Dec 2025)

Transformers and Rectifiers (India) Ltd (TARIL) Stock Surges on Order-Book Optimism: Latest News, Forecasts and Key Levels (15 Dec 2025)

Transformers and Rectifiers (India) shares jumped as much as 11% intraday on December 15, extending a two-day rally to 30% after rebounding from a 52-week low. The surge followed heavy trading volumes, new order headlines, and management’s statement that the company aims for an ₹8,000 crore order book by year-end. Shares traded between ₹271 and ₹312, with over 2.3 crore shares changing hands.
15 diciembre 2025
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Unilever PLC Stock (ULVR): Price, Forecasts and Latest Analyst Calls as of December 15, 2025

Unilever PLC Stock (ULVR): Price, Forecasts and Latest Analyst Calls as of December 15, 2025

Unilever shares traded at 4,844 GBp in London early December 15, up 0.18%, after completing the demerger of its ice cream business into The Magnum Ice Cream Company. The group now holds a 19.9% stake in the new standalone firm. Unilever’s market cap stands near £105.45 billion, with a dividend yield of 3.6%. Investors are assessing whether the streamlined company can deliver higher growth and margins.
15 diciembre 2025
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Compass Group PLC Stock (CPG.L) News, Forecasts and Analysis on 15 December 2025: Vermaat Deal Cleared as Analysts Target a Rebound

Compass Group PLC Stock (CPG.L) News, Forecasts and Analysis on 15 December 2025: Vermaat Deal Cleared as Analysts Target a Rebound

Compass Group shares hovered near 2,322p on Monday, close to the lower end of their 52-week range after the EU cleared its €1.5bn Vermaat acquisition. The stock is down 12.6% over 12 months. FY25 results showed $46.1bn revenue, $3,335m operating profit, and 8.7% organic growth. Several brokers say the pullback has improved the stock’s entry point.
15 diciembre 2025
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Canopy Growth Corporation Stock (CGC) Surges on Trump Marijuana Rescheduling Reports: Latest News, Forecasts, and What Comes Next (Dec. 15, 2025)

Canopy Growth Corporation Stock (CGC) Surges on Trump Marijuana Rescheduling Reports: Latest News, Forecasts, and What Comes Next (Dec. 15, 2025)

Canopy Growth shares surged as much as 17.9% in early European trading Monday, extending Friday’s 54% jump, after reports that President Trump may reclassify marijuana as a Schedule III drug. Trading volume spiked, with speculation focused on potential U.S. federal reform and its impact on cannabis industry taxes. No final decision has been confirmed by the White House.
15 diciembre 2025
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iRobot Corporation Stock (IRBT) in Focus: Chapter 11 Bankruptcy, Picea Buyout Plan, and What It Means for Shareholders (Dec. 15, 2025)

iRobot Corporation Stock (IRBT) in Focus: Chapter 11 Bankruptcy, Picea Buyout Plan, and What It Means for Shareholders (Dec. 15, 2025)

iRobot filed for pre-packaged Chapter 11 bankruptcy on December 14–15, 2025, and agreed to transfer ownership to Shenzhen PICEA Robotics. The company expects all existing equity to be cancelled, with no recovery for common shareholders, and plans to go private. IRBT shares traded around $4.32 after the announcement, far below their $161.16 all-time high.
15 diciembre 2025
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Tesla Stock (TSLA) News Today: Driverless Robotaxi Tests, Analyst Price Targets, and 2026 Forecasts (Dec. 15, 2025)

Tesla Stock (TSLA) News Today: Driverless Robotaxi Tests, Analyst Price Targets, and 2026 Forecasts (Dec. 15, 2025)

Tesla shares closed at $458.96, up 2.7%, after a volatile session driven by news of robotaxi testing in Austin without safety monitors. CEO Elon Musk confirmed the company is running vehicles with no occupants as part of its next phase. The Austin robotaxi fleet has grown to 31 vehicles, up from 29 last month. The move intensifies debate over Tesla’s value as an autonomy platform versus a traditional automaker.
15 diciembre 2025
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