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OpenAI’s fundraising valuation is ballooning by the day

OpenAI’s rumored fundraising round is starting to feel less like a valuation process and more like a guessing game. In just a few days, reported numbers for the same potential raise have swung by hundreds of billions of dollars, all tied to talks around a massive funding round that could reach up to $100 billion to help cover cloud computing costs.

Neocloud stocks roar back as AI risk appetite returns

After weeks of panic over whether the AI boom had peaked, investors are suddenly buying first and asking questions later. Speculative data center and compute names are ripping higher again as confidence returns in Big Tech spending, easier financial conditions, and OpenAI’s seemingly endless fundraising runway.

Marijuana rescheduling could unlock institutional money

President Trump signed an executive order directing regulators to move cannabis from Schedule I to Schedule III, a shift that could meaningfully change how investors access US weed stocks.

Lyft sinks after Wedbush downgrade flags rising robotaxi risk

Shares of $LYFT slid about 4% Friday after Wedbush downgraded the ride-hailing company to underperform from neutral, warning that autonomous vehicles pose a bigger threat to Lyft than investors currently appreciate. Rival $UBER also edged lower in early trading.

Nike plunges on weak guidance as China sales slide and tariffs bite

$NKE is getting hammered, down around 10% in premarket trading Friday after the sneaker giant delivered softer-than-expected guidance for its upcoming quarter, overshadowing a clean beat on Q2 earnings and revenue.

Stocks making the biggest premarket moves: Oracle, CoreWeave, Coinbase, Nike

Markets are digesting a mix of deal news, regulatory clarity, and earnings reactions before the opening bell. Here’s what’s moving early.

Oracle jumps after TikTok agrees to sell US operations to consortium including Oracle

$ORCL is up about 5.5% in premarket trading Friday after TikTok owner ByteDance signed agreements to sell TikTok’s US operations to a consortium that includes Oracle, according to a memo from TikTok CEO Shou Zi Chew that has been widely cited.

Looking for investment ideas next year? Keep an eye on the firm that nailed its 2025 predictions.

Citrini Research, led by investor James van Geelen, more than tripled returns since the 2022 market bottom by staying flexible. Now it has rolled out a fresh batch of ideas for the year ahead, including a surprisingly useful signal it calls the Girlfriend Index.

The future of hedge funds begins on Discord. Here’s how two money managers built their fund on the social platform.

The future of hedge funds might not start on Wall Street. It might start in a Discord server.What began as casual message board chatter between two retail traders has turned into a real investment fund managing millions. And it is a glimpse into how money management is quietly being reshaped online.

Here are five of the best investing, economics, and personal finance books of the year

Another year almost in the books, which means it’s time to look back at the titles that actually made us pause, rethink, and occasionally question the entire financial system.

Here’s what investors are most concerned about as they head into 2026

A new Deutsche Bank survey of 440 global asset managers highlights what investors see as the biggest risks heading into 2026. The standout takeaway is not just what worries them most, but what barely registers as a concern.

🚀 Micron Saves AI Trade

+ Coinbase Pushes Beyond Crypto With Stocks and Prediction Markets

Trump signs executive order to fast track marijuana rescheduling

President Trump signed an executive order on Thursday directing the Department of Justice to expedite the reclassification of marijuana as a less dangerous drug. The move would shift cannabis from Schedule I to Schedule III, easing regulatory and tax burdens that have long weighed on US cannabis operators’ margins and limiting medical research.

Inside Trump Media’s puzzling $6 billion merger to become a nuclear fusion company

In what may be the strangest deal of the year, Trump Media & Technology Group $DJT announced a $6 billion all stock merger with fusion energy startup TAE Technologies. The move instantly transforms the Truth Social owner into what it says will be the world’s first publicly traded fusion energy company and sent DJT shares soaring nearly 35% on the news.

Rivian jumps after rolling out hands-free driving update and scoring Baird upgrade

Shares of Rivian $RIVN surged more than 8% on Thursday, putting the EV maker on track for one of its best trading days of 2025. The move followed a bullish analyst upgrade and the rollout of a new hands-free driving feature that signals deeper software ambitions.

Netflix and Disney are growing by pushing viewers into ads, not premium plans

As prices keep rising, more viewers are abandoning ad-free plans in favor of cheaper, ad-supported tiers. According to Convergence Research Group, US streaming costs rose 12% this year, marking the fourth straight year of double-digit price increases across the top services. That sticker shock is quietly reshaping how people watch TV.

Rising power prices send utility stocks higher as AI strains the grid

Electricity prices just hit a new record on the country’s largest power grid, and the stock market is cheering. Utilities tied to the PJM Interconnection jumped Thursday after a key capacity auction cleared at an all-time high price of $333.44 per megawatt-day.

Micron earnings, cooler inflation, and OpenAI talks spark a rebound in risky AI stocks

A trio of major headlines since Wednesday’s close is breathing life back into the riskiest corners of the AI trade, reversing a sharp selloff and sending speculative names sharply higher.

GE Vernova upgraded to buy at Jefferies as power outlook strengthens

GE Vernova $GEV is rallying early Thursday after Jefferies upgraded the stock to Buy, adding fuel to a rebound tied to AI data center demand and improving power fundamentals. Shares are already up nearly 100% in 2025, and the upgrade suggests analysts still see room to run.

OpenAI explores new fundraising round at $750 billion valuation

According to a new report from The Information, OpenAI is in early discussions to raise as much as $100 billion at a valuation of roughly $750 billion. The talks are preliminary and terms could still change, but the headline figure alone underscores how quickly expectations around the company are escalating.

US EV sales are set to plunge in Q4 and that may quietly help Tesla

EV sales are expected to fall 37% in the fourth quarter to roughly 230,000 units, down from 364,000 a year ago, according to new estimates from Cox Automotive. The sharp drop follows a pull-forward effect earlier this year, when buyers rushed to lock in the federal $7,500 EV tax credit before it expired.