Core Insights - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported a gross return of 4.00% and a net return of 3.78% for Q3 2025, outperforming the Russell Midcap Growth Index's return of 2.78% [1] - Monolithic Power Systems, Inc. (NASDAQ:MPWR) is highlighted as a key investment, showing a one-month return of 5.52% and a 52-week gain of 50.57% [2] - The company achieved record revenue of $737.2 million in Q3 2025, marking a 10.9% increase from Q2 2025 and an 18.9% increase from Q3 2024 [4] Investment Strategy - The strategy favors critical system providers and specialized component designers within the Information Technology sector, focusing on companies that enhance productivity and efficiency [3] - Monolithic Power Systems, Inc. is recognized for its integrated power semiconductor solutions and has seen significant growth in non-enterprise data center segments due to a cyclical recovery [3] Market Position - As of the end of Q3 2025, Monolithic Power Systems, Inc. was held by 42 hedge fund portfolios, a slight increase from 41 in the previous quarter [4] - The stock price closed at $946.51 per share on December 12, 2025, with a market capitalization of $45.344 billion [2]

Core Points - The article discusses the importance of enabling Javascript and cookies in browsers to avoid access issues [1] - It highlights that ad-blockers may prevent users from proceeding to the desired content [1] Summary by Categories - **Technical Requirements** - Users are advised to enable Javascript and cookies in their browsers to ensure proper functionality [1] - The presence of ad-blockers can lead to access restrictions, necessitating their temporary disablement [1]

Core Points - Monolithic Power Systems, Inc. announced a fourth quarter dividend of $1.56 per share for stockholders of record as of December 31, 2025, with payment scheduled for January 15, 2026 [1] Company Overview - Monolithic Power Systems, Inc. (MPS) is a fabless global company specializing in high-performance, semiconductor-based power electronics solutions [3] - Founded in 1997 by CEO Michael Hsing, MPS focuses on reducing energy and material consumption to enhance quality of life and promote sustainability [3] - The company possesses three core strengths: deep system-level knowledge, strong semiconductor design expertise, and innovative proprietary technologies in semiconductor processes, system integration, and packaging [3] - MPS aims to deliver reliable, compact, and energy-efficient solutions that are cost-effective and environmentally responsible, ensuring consistent returns for stockholders [3]

Group 1 - Insider selling can trigger investor anxiety, but context is crucial to understanding its implications [3] - Dutch Bros experienced approximately $190 million in insider selling, primarily from co-founder Travis Boersma, but the sales were part of a predetermined 10b-1 plan, suggesting no material non-public information was used [4][5] - Monolithic Power Systems saw around $59 million in insider sales since November, with 90% of these sales being discretionary, indicating a moderately bearish signal amid a strong stock rally [6][7] Group 2 - Dutch Bros' insider selling appears routine and non-bearish, driven by predetermined plans and consistent historical patterns [8] - Palantir Technologies' insider sales are viewed as somewhat bearish due to their size, timing, and concentration among top executives, although prior patterns may alleviate some concerns [8]

Company Insights - Ascendis Pharma A/S's New Drug Application (NDA) for TransCon CNP has had its review period extended by the FDA, with the new target action date set for February 28, 2026, due to a major amendment submitted on November 5 [2] - Ascendis Pharma's stock rose by 0.8% to close at $207.12 on Monday [6] Industry Trends - The consumer discretionary sector is showing signs of optimism, with growth expectations for the next year, as indicated by the selection of iShares US Consumer Discretionary ETF by NB Private Wealth [3] - Monolithic Power Systems Inc reported better-than-expected third-quarter results, with earnings of $4.73 per share surpassing the consensus estimate of $4.64, and sales of $737.176 million exceeding the estimate of $722.252 million [5] - Monolithic Power's shares gained 2.1% to close at $983.58 on Monday [6] Analyst Ratings - Morgan Stanley analyst Terence Flynn maintained an Overweight rating on Vertex and raised the price target from $516 to $564 [4]

Hope you join me. Closing bell 3:00 Eastern. Rick Reer of Black Rockck will [music] be with me just ahead of this Fed meeting.He was said to be part of that final five. So we'll also talk to him about what's in store for the Fed going ahead. Stephanie Link, Michael Baptist, Dan Ies, Jeff Degraph.So [music] we'll round it out that way in just a couple hours time. Amy, final trade for you today is what. >> I'm going to use the Sendis which I just talked about biotech.>> Okay. Thank you, Shannonet Sakosha. >> ...

Group 1: Market Sentiment and Trends - Consumer discretionary sector is showing increased optimism due to growth expectations for the upcoming year [2] - Semiconductor equipment names, particularly Monolithic Power Systems (MPWR), have seen significant performance, with MPWR up over 60% in the last year [2] - The semiconductor index reached a record high, indicating strong outperformance of semiconductors compared to software [3] Group 2: Technical Movements - MPWR experienced a 3.5% increase today, attributed to technical factors and a general bounce in the semiconductor equipment sector [3] - GBIQ is selling calls against the NASDAQ, indicating a strategy to capitalize on market movements, with a 10.5% increase noted but only 30-50% coverage for further upside [2]

And welcome back to Worldwide Exchange. Time for this morning's insider action. We're tracking notable insider stock moves by company directors and executives that are outside their pre-planned stock sales.As always, the data comes from Varity Data, but is then confirmed by CNBC's data team against SEC filings. Okay, we're going to start with Chevron director John Hes selling more than 500,000 shares from a trust for nearly $83 million. He joined the board in July after Chevron bought for 53 billion.Applovi ...

Core Viewpoint - Monolithic Power Systems Inc. (NASDAQ:MPWR) has experienced a short-term decline in stock price but shows significant long-term growth, prompting a review of its price-to-earnings (P/E) ratio for potential investment opportunities [1]. Group 1: Stock Performance - The current trading price of Monolithic Power Systems is $883.00, reflecting a 1.12% decrease [1]. - Over the past month, the stock has decreased by 17.51%, while it has increased by 59.96% over the past year [1]. Group 2: P/E Ratio Analysis - The P/E ratio is a critical metric for long-term shareholders to evaluate the company's market performance relative to historical earnings and industry standards [3]. - Monolithic Power Systems has a lower P/E ratio compared to the aggregate P/E of 87.9 for the Semiconductors & Semiconductor Equipment industry, suggesting potential undervaluation [4]. - A lower P/E ratio may indicate that shareholders do not expect better future performance or that the stock is undervalued [4]. Group 3: Investment Considerations - While the P/E ratio is a useful tool for assessing market performance, it should be interpreted cautiously as it may also reflect weak growth prospects or financial instability [7][8]. - Investors should consider the P/E ratio alongside other financial metrics, industry trends, and qualitative factors for a comprehensive analysis of the company's financial health [8].

Core Insights - Carillon Tower Advisers released its third-quarter 2025 investor letter for the Carillon Eagle Mid Cap Growth Fund, highlighting a continued rally in equity markets driven by enthusiasm for AI, limited inflationary effects from tariffs, and expectations for interest rate cuts from the U.S. Federal Reserve [1] - The Russell Midcap Growth Index increased by 2.78%, underperforming the Russell Midcap® Value Index, which rose by 6.16% during the same quarter [1] Company Highlights - Monolithic Power Systems, Inc. (NASDAQ:MPWR) is noted for its solid earnings results, driven by diversified end markets and an improved outlook for market share in AI data center applications [3] - The company reported record revenue of $737.2 million in Q3 2025, which is 10.9% higher than Q2 2025 and 18.9% higher than Q3 2024 [3] - Despite a one-month return of -17.80%, Monolithic Power Systems, Inc. has gained 56.09% over the last 52 weeks, with a market capitalization of $42.78 billion as of November 24, 2025 [2][3] Sector Analysis - The investor letter provided detailed views on various sectors, including Cyclicals, Healthcare, Information Technology, Financials, and Consumer sectors, indicating a comprehensive analysis of market trends [1]