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Today is Thursday, December 11, 2025.
The Early Bird Index today is 85.47.
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PRESENTED BY YOUSOLAR
A Rare Opening in a Trillion-Dollar Energy Mega-Trend
YouSolar is racing toward the breakout moment in home energy independence, building the first private home-energy utility with recurring revenue.
π $10M+ sales pipeline with installations accelerating month over month
π° Strong gross margins and no direct competitors in premium home energy
π₯ Backed by 3,000+ retail investors and now scaling sales and manufacturing
π Positioned in a $4.5T global power market projected by 2034.
The round is closing soon.
Oracle's "Chip Neutrality" π
Oracle $ORCL ( βΌ 4.47% ) posted mixed financial earnings results on Wednesday, causing the technology giant to plummet 11.53% in after-hours trading.
Financials: Oracle reported earnings of $2.26 per share in the past quarter, which were better than expected. But the revenue of $16.1 billion was lower than expected.
Details: Earnings increased because Oracle closed the sale of Ampere, its chip company, in the past quarter. But software revenues fell 3%.
Quote: βWe are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers. Of course, we will continue to buy the latest GPUs from NVIDIA, but we need to be prepared and able to deploy whatever chips our customers want to buy.β - Oracle Chairman and CTO, Larry Ellison.
Early Birdβs Nest Egg Gains: Oracleβs move to βchip neutralityβ means it will stop backing a single inβhouse or preferred chip platform and instead buy and deploy whatever CPUs/GPUs customers want.
This strategy gives Oracle customer flexiblity and supply diversification, but thereβs an increase in margin and pricing pressures. Oracleβs competitiveness is now tied to other companies.
Final Thoughts: So much for Oracleβs momentum. The stock had been up 34% this year.
Notables
Notable Earnings Today: Broadcom (Nasdaq: AVGO), Costco (Nasdaq: COST), Lululemon Athletica (Nasdaq: LULU), RH (NYSE: RH), Manchester United (NYSE: MANU), Lovesac (Nasdaq: LOVE), Ciena (NYSE: CIEN), Netskope (Nasdaq: NTSK), Vera Bradley (Nasdaq: VRA), Kestra Medical Technologies (Nasdaq: KMTS), Mitek Systems (Nasdaq: MITK), Quanex Building Products (NYSE: NX).
Notable IPOs Today: Bluerock Acquisition Corp. Unit (Nasdaq: BLRKU), Karbon Capital Partners Corp. Units (Nasdaq: KBONU), Lumexa Imaging Holdings, Inc. Common Stock (Nasdaq: LMRI), Bimergen Energy Corporation (NYSE American: BESS).
Notable Equity Crowdfunding Campaigns Ending Today: Peteβs Bagels (SMBX).
Notable Economic Events Today: Jobless Claims (8:30 a.m. ET), Trade Balance / Imports / Exports (8:30 a.m. ET), Fed's Balance Sheet (8:30 a.m. ET).
Adobe's AI Wins Ignored
Despite posting strong financial earnings results and an upbeat message on Wednesday, Adobe $ADBE ( β² 1.71% ) slipped 0.80% in after-hours trading.
Financials: Adobe reported earnings of $5.50 per share in the past quarter and revenue of $6.19 billion. Both were better than expected.
Quote: βAdobeβs record FY2025 results reflect our growing importance in the global AI ecosystem and the rapid adoption of our AI-driven tools.β - CEO Shantanu Narayen.
Final Thoughts: Investors didnβt care about the companyβs record results and increased adoption of its AI tools. Plus, the stock is down over 22% this year.
Synopsys Posts Good Financials
Synopsys $SNPS ( βΌ 5.09% ) jumped 2.35% in after-hours trading on Wednesday after the electronic design automation company posted good financial earnings results.
Financials: Synopsys reported earnings of $2.90 per share in the past quarter and revenue of $2.37 billion. Both were better than expected.
Final Thoughts: Shares of Synopsys were up 18% in the last 30 days.
Trends to Watch
Volatile: Bitcoin Swings Wildly as Fed's Powell Straddles Labor Market and Inflation Issues (CoinDesk)
Real Magic: Coca-Cola taps COO Henrique Braun to replace James Quincey as CEO in 2026 (CNBC)
Economic Reality: The fierce debate behind Trumpβs move on selling AI chips to China (Vox)
Whereβs the Beef: As the Price of Beef Soars, Restaurants Are in βCode Redβ Mode (New York Times)
Making a Bet: Gemini wins CFTC approval for prediction market, may expand into crypto futures, options and perps (The Block)
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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.


