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Muslim Farooque
Semiconductors
Enphase Gains on Guggenheim Upgrade, But Analysts Remain Cautious
Guggenheim upgrades Enphase to Neutral, citing fair valuation but highlighting ongoing risks from demand, pricing, and policy shifts
Stocks:
ENPH
TSLA
Jan 31, 2025
Manufacturing - Apparel & Accessories
Deckers Outdoor Faces Selling Pressure Despite Strong Q3 Performance
Stocks:
DECK
NKE
Jan 31, 2025
Muslim Farooque
Semiconductors
Fitch: DeepSeek AI Could Disrupt Nvidia's Dominance, Favor AMD and Intel
Fitch warns DeepSeek's AI model could reshape AI spending, creating risks for Nvidia but opportunities for AMD and Intel
Stocks:
NVDA
INTC
AMD
Jan 31, 2025
★★★★★
Nauman khan
Software
Palantir (PLTR) Stock Hits Record High, Surges 4.5%
AI Powerhouse Palantir Sees Unprecedented Stock Rally
Stocks:
PLTR
Jan 31, 2025
Khac Phu Nguyen
Consumer Packaged Goods
Colgate-Palmolive Hits $20B Milestone -- But Can It Keep the Streak Alive in 2025?
Strong earnings, soaring organic sales, and record-breaking margins--Colgate is winning, but currency headwinds loom.
Stocks:
CL
Jan 31, 2025
Khac Phu Nguyen
Vehicles & Parts
Tesla's Stock Rebounds After Dismal Earnings
Weak Q4 results, falling margins, and an 8% drop in auto sales--yet Tesla's stock is rallying. Here's why.
Stocks:
TSLA
Jan 31, 2025
Khac Phu Nguyen
Hardware
AST SpaceMobile Soars 14% After FCC Green Light -- Is This the Future of Space Internet?
FCC approval catapults AST SpaceMobile ahead in satellite broadband, with major backing from AT&T, Verizon, and Google.
Stocks:
ASTS
T
VZ
GOOG
VOD
Jan 31, 2025
Khac Phu Nguyen
Oil & Gas
Baker Hughes Surges 6% After Blowout Q4--Record Revenue, Soaring Profits, and a Big Investor Payday
Massive LNG deals, a 41% free cash flow jump, and a 10% dividend hike send Baker Hughes stock soaring.
Stocks:
BKR
Jan 31, 2025
Nauman khan
Hardware
Super Micro Shares Jump as Analysts Predict 48% Earnings Growth
SMCI Rebounds as AI Server Demand Fuels Optimism
Stocks:
SMCI
Jan 31, 2025
Khac Phu Nguyen
Manufacturing - Apparel & Accessories
Deckers Stock Crashes 16.5% Despite Record Earnings -- Here's What Spooked Investors
Blowout holiday sales, soaring margins, and a bullish forecast--yet Wall Street punished the stock. What went wrong?
Stocks:
DECK
Jan 31, 2025
Nauman khan
Retail - Cyclical
Analysts Downgrades UPS as Amazon Cuts 50% of Shipping Volume
UPS Stock Downgraded as Amazon Reduces Shipping Dependence
Stocks:
AMZN
UPS
Jan 31, 2025
ShantiPutri
National Space Council's Future in Question Amid SpaceX Lobbying Efforts
Potential Closure of Biden's Space Council and the Implications for SpaceX
Stocks:
QQQ
SPY
Jan 31, 2025
Semiconductors
Intel Faces Challenges Despite Surpassing Q4 Expectations
Stocks:
INTC
AMD
NVDA
QCOM
TSM
Jan 31, 2025
Khac Phu Nguyen
Hardware
Samsung Just Landed a Huge Nvidia Deal--But There's a Catch
SK Hynix still holds the edge as the AI chip war intensifies. Can Samsung close the gap?
Stocks:
SSNLF
NVDA
HXSCL
Jan 31, 2025
Faizan Farooque
Software
Microsoft, Nvidia-Supported CoreWeave to Invest in NJ AI Hub
The partners plan to invest over $72 million, with NJEDA committing up to $25 million.
Stocks:
MSFT
NVDA
Jan 31, 2025
Khac Phu Nguyen
Software
Atlassian Stock Explodes 18% as AI Boom Fuels Record Growth
Blowout earnings, soaring AI demand, and a bold revenue forecast send Atlassian surging to a fresh 52-week high.
Stocks:
TEAM
Jan 31, 2025
Faizan Farooque
Oil & Gas
Chevron Posts First Refining Loss in Four Years, Shares Drop
Chevron increased its quarterly dividend by 5% to $1.71 per share.
Stocks:
CVX
Jan 31, 2025
Khac Phu Nguyen
Semiconductors
OpenAI Fundraises $40B as DeepSeek's AI Breakthrough Threatens Its Dominance
A low-cost rival just upended the AI race--now OpenAI is scrambling to stay ahead. Investors are watching closely.
Stocks:
NVDA
MSFT
SFBQF
AAPL
Jan 31, 2025
Muslim Farooque
Interactive Media
EA Stock Rises on Analyst Upgrade, Bioware Layoffs Shake Up Gaming Giant
EA stock climbs after analyst upgrade and restructuring moves at Bioware, as the company prepares for its earnings report
Stocks:
EA
Jan 31, 2025
Muslim Farooque
Grayscale Bets Big on Dogecoin as Trump's Crypto Craze Gains Momentum
Grayscale backs Dogecoin with a new trust as Trump's pro-crypto moves drive ETF interest and market momentum
Stocks:
BTC-USD
Jan 31, 2025
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