SLB and Shell have signed a strategic collaboration agreement to co-develop new digital and AI technologies to enhance performance and efficiency in upstream operations. This initiative will focus on creating agentic AI solutions and building an open data and AI infrastructure using SLB’s Lumi™ platform to support real-time decision-making and automate workflows. The partnership aims to deliver measurable performance gains, reduce operational costs, and accelerate the adoption of advanced digital solutions across the industry.

Roper Technologies (NasdaqGS:ROP) has seen its stock slide by 13.9% year-to-date and 19.1% over the last year, despite being a high-quality software and technology conglomerate. This downturn is attributed to market re-ratings rather than company-specific issues, and the company's focus on asset-light software businesses suggests potential for future growth. Valuation analysis indicates Roper is currently undervalued, with a Discounted Cash Flow model suggesting a 38.1% discount and a Price to Earnings multiple showing it is modestly undervalued compared to its fair ratio.

T-Mobile US (TMUS) announced a new shareholder return program of up to $14.6 billion, including share repurchases and cash dividends, extending through December 31, 2026. This initiative follows a previous $14.0 billion program and aims to boost shareholder value, with its execution being subject to market conditions and company performance. An analyst has rated TMUS stock as a Buy with a $300.00 price target, while TipRanks' AI Analyst, Spark, rates it as "Outperform," highlighting strong financial performance but noting risks from bearish technical indicators and high leverage.

NetApp (NTAP) is currently trading around $119 a share, and despite mixed recent returns, it appears undervalued according to Simply Wall St's valuation metrics. A Discounted Cash Flow analysis suggests an intrinsic value of $185.65 per share, indicating a 35.7% undervaluation. The company's PE ratio of 20.1x also sits below its estimated fair ratio of 25.3x.

SoundThinking, Inc. (SSTI) has scheduled a virtual meeting for December 18, organized by Lake Street, to discuss its future prospects and strategies with investors. The company operates in public safety technology, focusing on solutions like ShotSpotter, and despite challenges in profitability, maintains a strong market presence. The meeting is an opportunity for investors to gain insights into SoundThinking's direction, especially given its mixed financial health and potential liquidity constraints.

SailPoint (SAIL) has seen its shares rebound by about 6% recently, despite being down year-to-date and trading significantly below analyst targets, prompting a re-evaluation of its valuation. The company's price-to-sales ratio of 11.6x is more than double the industry average, indicating a premium valuation for future revenue growth over near-term profitability, especially as it remains loss-making. A Discounted Cash Flow model suggests a fair value of $11.70 per share, significantly below the current $21.02, hinting at potential overvaluation.

Katherine S. Ngai-Pesic, a director and 10% owner at Silvaco Group, Inc. (NASDAQ:SVCO), purchased 25,000 shares of common stock for $103,305 on December 10, 2025. This transaction increased her direct holdings to 10,303,886 shares. The acquisition follows Silvaco's reported record Q3 2025 revenue, a restructuring plan, and analyst ratings, with Rosenblatt lowering its price target to $9.00 while Needham reiterated a Buy rating at $10.00.

L3Harris Technologies recently showcased a first-of-its-kind interoperable network that enables various U.S. federal agencies to communicate instantly across domains. This demonstration, which included tactical communications, counter-UAS, advanced imaging, and mobile operations centers, highlighted L3Harris's ability to provide rapid response capabilities for national security threats. The company emphasized its commercial business model allows for quick delivery of advanced capabilities to warfighters, stressing speed and effective communication for defense.

Since generative AI's 2022 debut, international developed markets (EAFE) have seen value outperform growth, notably led by banks, while the U.S. and emerging markets have favored growth. A 50/50 blend of the MSCI USA Growth and MSCI EAFE Value Indexes has historically provided diversification benefits, higher returns, and lower volatility, particularly in rising interest rate environments. This suggests a need for regionally aware style allocation for resilient portfolios.

|Radial Entertainment has secured a licensing agreement with Telus Communications to bring five fan-favorite FAST channels, including "Iron Chef" and "Forensic Files," to Telus's streaming platforms in Canada. The deal makes over 910 hours of content available on Telus TV and Stream+, accessible to Optik TV and Stream+ subscribers at no extra cost. This partnership aims to leverage Radial's FAST expertise and deliver premium content to a broad Canadian audience.