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Lucas Wong Semiconductors Broadcom: A Compelling Opportunity Amid AI Growth and VMware Integration
Strong AI Revenue, Margin Expansion, and Free Cash Flow Drive Long-Term Investment Opportunity Nov 05, 2024 ★★★★★
Yiannis Zourmpanos Semiconductors ASML at a Discount: A Winning Play for the Future
Dominating the future of semiconductors, now trading at a discount. Nov 01, 2024 ★★★★★
Muslim Farooque Vehicles & Parts Ferrari F80 Supercar Debuts with 1,184 HP and $3.9M Price Tag
Ferrari unveils its first supercar in over a decade, blending Formula 1 and endurance technologies Oct 21, 2024
Muslim Farooque Banks Tech Giants Boost Nuclear Energy Stocks with New Power Deals for AI
Power deals for AI push nuclear energy stocks higher, with significant growth in SMRs and conventional reactors Oct 21, 2024
Muslim Farooque Interactive Media Meta's "Self-Taught Evaluator" Marks Breakthrough in Autonomous AI Development
Meta's new AI models enable autonomous self-improvement, reducing reliance on human feedback in training Oct 21, 2024
Khac Phu Nguyen China's Rate Cut Push: Positive Market Reaction, But Caution Remains
PBOC's aggressive rate cuts spark a 27% surge in MCHI, yet skepticism lingers as investors await bigger fiscal moves. Oct 21, 2024
Khac Phu Nguyen Transportation Spirit Airlines Soars 45% After Last-Minute Lifeline
Budget airline secures crucial debt extension, igniting a stock surge despite ongoing financial hurdles Oct 21, 2024
Shanti Putri Capital Markets Bitcoin Prices Up Nearing $70,000, Bloomberg and CryptoQuant See This Hike Will Continue
Bitcoin Rally Resumes: $70,000 in Sight Oct 21, 2024
Shanti Putri Vehicles & Parts Three Reasons Why DBS Reiterates Buy On Nio
The target price is $8 per share or 53% increase from the current price Oct 21, 2024
Shanti Putri Conglomerates Honeywell Sees The Business Jet Market Ready To Rise Over The Next Decade
Demand For New Aircraft is Significantly Above Pre-Pandemic Figures with North America leading the way. Oct 21, 2024
Khac Phu Nguyen Medical Devices & Instruments Warby Parker Upgraded to Buy: Goldman Sachs Sees Growth Potential and Margin Expansion
Goldman Sachs boosts price target to $18, citing Warby Parker's strong fundamentals and scaling opportunities in the eyecare market Oct 21, 2024
Khac Phu Nguyen Construction Construction Partners Accelerates Growth with Record 2024 Results and Strategic Acquisition
Company Shatters Expectations Despite Weather Setbacks, Eyes 2025 Expansion with Lone Star Paving Deal Oct 21, 2024
Khac Phu Nguyen Consumer Packaged Goods Kenvue: Starboard Pushes for a Bold Turnaround
The activist hedge fund's new stake aims to revamp the Band-Aid maker's strategy and boost underperforming shares Oct 21, 2024
Khac Phu Nguyen Business Services Hertz Struggles with $1 Billion EV Losses and Delayed Recovery
J.P. Morgan Downgrades Hertz, Citing Mounting Challenges and Extended Path to Profitability Beyond 2026 Oct 21, 2024
Metals & Mining
Gold Prices Reach New Highs Amid Geopolitical Tensions and Rate Cut Expectations
Oct 20, 2024
Banks
Regions Financial Corp (RF) Q3 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic Financial Management
Regions Financial Corp (RF) reports robust third-quarter earnings with increased net interest income and strategic capital management, despite challenges in loan and deposit trends. Oct 19, 2024 ★★★★★
Oil & Gas
Schlumberger Ltd (SLB) Q3 2024 Earnings Call Highlights: Strong Cash Flow and Margin Expansion Amidst Revenue Challenges
Schlumberger Ltd (SLB) reports robust free cash flow and margin growth despite flat revenue and challenging market conditions. Oct 19, 2024
Banks
Fifth Third Bancorp (FITB) Q3 2024 Earnings Call Highlights: Strong Retail Deposits and Revenue Growth Amid Economic Uncertainty
Fifth Third Bancorp (FITB) reports robust earnings with significant growth in retail deposits and commercial payments, while navigating economic challenges and market competition. Oct 19, 2024
Consumer Packaged Goods
Procter & Gamble Co (PG) Q1 2025 Earnings Call Highlights: Strong North American Growth Amid Global Challenges
Procter & Gamble Co (PG) reports a 2% organic sales growth and a 5% increase in core EPS, while navigating headwinds in Greater China and commodity costs. Oct 19, 2024
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