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Oninvest
@oninvest.bsky.social
Your go-to source for small-cap stocks insights
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🔐More breaches and AI-driven threats are pushing cybersecurity spending higher, with estimates placing the market at $552B by 2031. Oninvest highlights #ALLT, #MOB, and #YSN.DE as the small-cap names most likely to benefit, details 👇 en.oninvest.com/article/with...
With cyberattacks and AI crime on the rise, these small caps are poised to benefit – Oninvest
In 2025, cybersecurity remains one of the most dynamic areas of high tech. Insight Partners estimates that the market for data and network security solutions will almost double between 2024 and 2031 ...
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Piper Sandler says Tesla is “very close” to unsupervised, fully autonomous driving, citing a more than 20× jump in miles to critical disengagement since FSD v14.1.x. Analysts see robotaxis and humanoids as key long-term drivers even as EV sales soften.
December 10, 2025 at 1:03 PM
🔓 Paramount’s X account was hacked, briefly showing the bio “Proud arm of the fascist regime” before being restored. The hack comes amid Paramount’s bid for #WBD, with WSJ reporting it has discussed major changes to CNN, a network Trump has often criticized, if it gains control.
December 10, 2025 at 6:40 AM
🛡️Morgan Stanley remains bullish on European defense stocks and names Rheinmetall AG its top pick, forecasting >50% upside in the next 12 months. The sector continues to rally as investors anticipate Germany’s €52B defense package.
December 10, 2025 at 6:04 AM
#JPM fell 4.7% to $300.5, its biggest drop since April, after executive Marianne Lake said 2026 expenses will reach ~$105B—above the $101.1B consensus. The guidance surprised Wall Street and triggered broad selling in the stock.
December 10, 2025 at 6:02 AM
Beijing is considering restrictions on access to Nvidia’s H200 AI chips, even after the U.S. approved their export to China, the FT reports. Regulators may require buyers to obtain approval and justify why U.S. chips are needed over domestic alternatives.
December 9, 2025 at 3:20 PM
Michael Burry disclosed sizable stakes in #Fannie Mae and #Freddie Mac, saying he expects their planned IPOs to price at 1–1.25x book value and trade at higher multiples over time. #FNMA rose about 2% OTC and #FMCC gained 2.4%.
December 9, 2025 at 6:53 AM
#AVGO jumped to a record high after The Information reported it’s in talks with Microsoft to supply custom AI chips. #MRVL fell 7% on a Benchmark Equity Research downgrade. In addition, a potential Broadcom–Microsoft deal could shift Microsoft’s contracts away from Marvell.
December 9, 2025 at 5:41 AM
Trump said the U.S. will allow #Nvidia to export H200 chips to customers in China, and other countries, with conditions. He wrote that the U.S. would collect 25% of sales. #NVDA, #AMD, #INTC rose after hours.
December 9, 2025 at 5:19 AM
Freedom Broker has initiated coverage on #STKL with a $7.50 target, noting that the company holds ~70% of the U.S. long-life plant-based milk market. Expansion plans, margin recovery, and lower debt may support growth. Details: en.oninvest.com/article/free...
Freedom makes case for shares of organic food co. SunOpta to double in initiation – Oninvest
Shares of SunOpta, a small-cap producer of plant-based beverages, have the potential to more than double versus current levels, according to a Freedom Broker initiation report seen by Oninvest . SunOp...
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December 8, 2025 at 5:33 PM
SoftBank is in talks to acquire DigitalBridge, the digital-infrastructure investor behind data centers, cell towers, fiber networks and edge assets, a source told Reuters. A deal could be reached by year-end, though discussions are still ongoing. Details 👇 en.oninvest.com/article/digi...
Digital infra investor DigitalBridge soars on potential SoftBank takeover deal – Oninvest
Shares of DigitalBridge, a mid-cap digital infrastructure firm investing across data centers, cell towers, fiber networks, small cells, and edge infrastructure, soared more than 45% on Friday, Decemb...
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December 8, 2025 at 5:12 PM
🎬 Paramount Skydance is making a final push, unveiling a hostile $108.4B bid for Warner Bros. Discovery at $30/share cash. The bid, backed by Kushner’s Affinity Partners and Middle Eastern funds, aims to top Netflix’s $72B deal and take over all of WBD, including cable networks.
December 8, 2025 at 4:54 PM
IBM is reportedly in talks to acquire Confluent for about $11B, per the WSJ. #CFLT jumped on the news, while #IBM edged lower. The deal would give IBM stronger tools for handling real-time data, which are essential for building and running modern AI and cloud systems.
December 8, 2025 at 11:37 AM
Morgan Stanley’s new #TSLA analyst, Andrew Percoco, has downgraded the stock to “Equal Weight,” saying it now trades closer to fair value. His new target is $425. Percoco still sees long-term potential but prefers to wait for a better entry point.
December 8, 2025 at 11:26 AM
Ed Yardeni turns cautious on the Magnificent 7, noting slower profit growth and rising competition as more companies adopt advanced tech. Yardeni Research suggests reducing exposure to mega-cap tech, while adding to financials, industrials & healthcare.
December 8, 2025 at 11:16 AM
Robinhood is entering Indonesia after acquiring broker Buana Capital Sekuritas and licensed digital asset trader Pedagang Aset Kripto. The deal gives it a foothold in one of Southeast Asia’s biggest crypto hubs. Closing expected in 1H 2026.
December 8, 2025 at 7:20 AM
Trump warned that Netflix’s $72B takeover of Warner Bros. Discovery may trigger antitrust violations, saying the combined market share “could be a problem.” His comments cut Polymarket odds of the deal closing as regulators prepare to examine the merger.
December 8, 2025 at 7:11 AM
#VNRX hit a major milestone as France selected its sepsis test for DETECSEPS, a national early-detection program backed by the France 2030 initiative. The consortium, which will deploy VolitionRx’s test across hospitals, will receive €6.3M in funding. en.oninvest.com/article/epig...
Epigenetics co. VolitionRx climbs 10% on sepsis assay news, still offers 730% upside – Oninvest
Shares of VolitionRx, a micro cap developer of blood-drop tests for cancer and sepsis, jumped 9.5% yesterday, December 4. The company reported that France has selected its sepsis test for early dise...
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December 6, 2025 at 5:42 AM
Rate cuts, attractive valuations, and improving fundamentals make small-caps in areas like defense, climate services, IT distribution and healthcare worth a fresh look. Names to watch: #RCAT, #PRM, #CLMB, #GRDN, #ATRO. Details👇 en.oninvest.com/article/with...
With AI valuations stretched, five small caps to look at into the year-end – Oninvest
By the end of this year, interest in small caps is picking up as investors confront an overheated tech sector and increasingly concentrated, outstripping growth by a handful of AI stocks. According to...
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December 6, 2025 at 5:30 AM
🎥 Netflix is set to buy Warner Bros. Discovery for $72B, after winning a weeks-long bidding war with a $27.75/share offer that topped Paramount and Comcast. The deal would hand Netflix control of some of Hollywood’s most iconic franchises.
December 5, 2025 at 12:52 PM
📺 Paramount Skydance has doubled its breakup fee in the bid for Warner Bros. Discovery to $5B — a move meant to strengthen its offer against Netflix and Comcast. WBD is reviewing final bids and could pick a winner within weeks
December 5, 2025 at 5:15 AM
📄A bipartisan group of U.S. senators has introduced the SAFE Act, which would bar the Trump administration from easing AI-chip export rules. The bill would force automatic 30-month denials for advanced chip sales to adversaries such as China, a major hurdle for Nvidia.
December 5, 2025 at 5:04 AM
DA Davidson says Alphabet’s TPUs could capture 20% of the AI-chip market in a few years — a ~$900B opportunity. TPUs are less flexible than Nvidia’s GPUs but far cheaper, which matters as investors scrutinize AI spend. With Anthropic onboard and Meta in talks, TPU demand may grow.
December 5, 2025 at 4:49 AM
J.P. Morgan analysts say payment stocks are on track for their worst year in 15 years (ex-COVID). The bank cut #FISV and #PYPL to Neutral, calling both “too late to sell and too early to buy,” with 2026 shaping up as a prove-it year for each. Meanwhile, #TOST got an upgrade.
December 4, 2025 at 8:22 PM
#AEVA announced a 10-year exclusive deal to supply its next-gen 4D lidar to a major European automaker (reportedly Mercedes-Benz). The pact covers a broad range of the OEM’s models worldwide — everywhere except China. Details👇 en.oninvest.com/article/aeva...
Aeva jumps 26% on exclusive deal to supply lidars to European automaker – Oninvest
Shares of Aeva Technologies, a small manufacturer of lidars that help autonomous vehicles recognize objects around them and their trajectory, soared almost 26% yesterday, December 3. The rally followe...
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December 4, 2025 at 4:45 PM
🚀 #ABVX has surged ~1,400% YTD, the STOXX 600’s best performer, after strong Phase III data for its colitis drug obefazimod. Investors now see it as a prime takeover target. Details: en.oninvest.com/article/fren...
French biotech Abivax rides upbeat data, takeover speculation to 1,400% YTD gain – Oninvest
Shares of European biotech Abivax SA have surged almost 1,400% year to date on the Paris exchange, with its market capitalization now above EUR7.5 billion. Investors are buying the stock, considering ...
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December 4, 2025 at 4:16 PM