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Netflix announced its plan to acquire Warner Bros. as the stock market neared all-time highs, while stocks like MongoDB (-2.17%) and American Eagle (-1.61%) declined after earnings.
Zacks added five stocks to its "Strong Buy" list on December 16, led by MongoDB, whose earnings estimate increased by 27% over the past 60 days.
DeepSeek has launched its V3.2 large language model, introducing aggressive price cuts and strategic support for domestic Chinese hardware. The move is positioned to significantly lower the barrier for AI adoption in China while directly challenging NVIDIA's market dominance and fostering the nation's technological self-sufficiency.
The global AI landscape is being reshaped by the rapid rise of Chinese open-source models, which have captured nearly 30% of the market. This surge is fueling a hardware and software infrastructure race, while prompting industry leaders to warn of a potential investment bubble.
Michael Burry has taken a short position against Palantir, warning of a broader market downturn mirroring the 2000 tech bust, fueled by what he sees as an AI bubble. His thesis focuses on unsustainable valuations in the AI sector.
MongoDB (MDB) stock surged 23% to a new 52-week high after the company significantly raised its full-year earnings guidance. The strong outlook is based on the performance of its core database products, with material contributions from AI initiatives still pending.
Pure Storage (PSTG) stock fell 27% despite meeting earnings expectations after the company announced plans to reinvest AI-related revenue into R&D, negatively impacting its 2027 profit margin forecast. The move highlights a discerning market that is closely scrutinizing the high cost and long-term payoff of corporate AI strategies.
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