Late Night Market Recap

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  Night.Owl
 
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•  22 Dec 2025
 

•   BE  
   
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•   CWAN  
   
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•   DKNG  
   
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•   JHG  
   
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•   LRCX  
   
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The market finished the day with a renewed sense of confidence as the Nasdaq surged more than 300 points, signaling a shift back toward opportunity-driven trading. Investor psychology improved meaningfully, with the Fear & Greed Index moving into the Neutral zone, reflecting a market willing to reward clarity, execution and credible growth stories rather than hiding on the sidelines.

$CWAN surged after Clearwater Analytics confirmed an $8.4 billion take-private deal led by Permira and Warburg Pincus, with Temasek participating. The agreement validated the company’s SaaS-based investment data platform, triggering heavy volume as event-driven traders and institutions repriced the stock around deal certainty.

$RKLB powered to fresh all-time highs as Rocket Lab capped a record year of execution. A perfect 21-for-21 launch record in 2025, combined with an $816 million defense contract and bullish analyst upgrades, reinforced the narrative that Rocket Lab is evolving from a launch startup into a diversified aerospace and defense player.

$NGD drew steady interest as strength in precious metals continued to lift select miners. New Gold benefited from improving sentiment around gold exposure and noticeable options activity ahead of upcoming earnings, suggesting traders are positioning for volatility tied to metal prices and operational updates.

$JHG moved higher after Janus Henderson agreed to a $7.4 billion cash acquisition by an investor group led by Trian Fund Management and General Catalyst. The deal reframed the stock as a value-unlock and restructuring opportunity, placing a firm valuation anchor under shares.

$LYFT gained attention as autonomous mobility returned to focus. Lyft’s partnership with Baidu to test Apollo Go robotaxis in the UK, alongside Uber, positioned the company within the long-term shift toward driverless ride-hailing and future margin expansion narratives.

$NVO held firm following a landmark regulatory win. FDA approval of Novo Nordisk’s Wegovy pill as the first oral GLP-1 treatment for weight loss expanded the obesity treatment market and strengthened the company’s leadership position ahead of key competitors.

$LRCX continued to trade near 52-week highs as Lam Research benefited from sustained AI-driven semiconductor demand. Strong shipments, resilient margins, and improving earnings visibility kept institutional buyers engaged despite ongoing valuation discussions.

$BE saw constructive flows as energy transition themes resurfaced. Bloom Energy remains closely tied to data center growth and distributed power demand, keeping it on traders’ radars as AI infrastructure spending accelerates.

$DKNG outperformed after DraftKings formally launched prediction markets, expanding its platform beyond traditional sports betting. Insider buying signals and stable engagement metrics supported confidence that new product verticals can drive incremental growth.

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