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RNMBF

Rheinmetall AG, a European defense stock, is gaining investor interest due to increased European defense spending and geopolitical shifts, driven by U.S. market volatility and Trump's tariffs. Despite high valuation, its strong cash flow and revenue growth support a bullish outlook.

Portfolio Pulse from

March 17, 2025 | 10:00 pm

RIVN

Rivian's CEO RJ Scaringe will participate in a fireside chat at the Wolfe Research Virtual Autos Summit on March 18. This event may provide insights into Rivian's strategies and future plans.

Portfolio Pulse from

March 17, 2025 | 10:00 pm

TLX

Telix Pharmaceuticals has received approval from Brazil's ANVISA for Illuccix®, a prostate cancer imaging agent. This marks the first marketing authorization for Illuccix® in Latin America.

Portfolio Pulse from

March 17, 2025 | 10:00 pm

PEP

PepsiCo has acquired Poppi, a prebiotic soda startup, for $1.65 billion. This move aims to attract Gen Z consumers and catch up with competitors in the prebiotic soda market.

Portfolio Pulse from

March 17, 2025 | 9:45 pm

LCID

Lucid is searching for a new CEO, which could be an opportunity for the company to expand its influence in the electric vehicle (EV) and artificial intelligence (AI) sectors.

Portfolio Pulse from

March 17, 2025 | 9:45 pm

GOOG

Alphabet, Google's parent company, is reportedly back in a deal to acquire cybersecurity startup Wiz for $30 billion. This follows a previously called-off $23 billion deal as Wiz focused on its IPO.

Portfolio Pulse from

March 17, 2025 | 9:30 pm

GERN

Geron Corp's imetelstat, branded as Rytelo, launched in 2024 for lower-risk MDS, with potential expansion into myelofibrosis. Despite initial enthusiasm, GERN's stock has declined, but upcoming catalysts and a strong pipeline offer potential upside. Financially, GERN is supported by a solid cash runway and funding from a Royalty Pharma deal.

Portfolio Pulse from

March 17, 2025 | 9:30 pm

VWAGY

Volkswagen AG's 2024 results exceeded expectations with strong free cash flow and operating profit. The company is undervalued, with a projected annualized upside of 15% and a €180/share price target. Strategic moves, including union negotiations and new product launches, position it well for future growth.

Portfolio Pulse from

March 17, 2025 | 9:30 pm

VBIL

In the latest episode of the ETF of the Week podcast, Todd Rosenbluth from VettaFi and Chuck Jaffe of Money Life discussed the Vanguard 0 to 3 month Treasury Bill ETF (VBIL), offering insights into the fund's characteristics and potential benefits for investors.

Portfolio Pulse from

March 17, 2025 | 9:30 pm