Crude oil futures squeezed out small gains after OPEC+ agreed to unwind a further 137,000 bbl/day of production cuts in December, as expected, before pausing its increases in Q1 2026.
Third Point spotlights Ebara's AI-driven CMP upside, margin expansion plan, and valuation gap. Discover why this semiconductor toolmaker may be poised to rerate.
Third Point highlights SK Hynix's HBM leadership, rising revenue mix, and deep valuation discount. Explore why this AI memory play trades at just 3.5x P/E.