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BABA

Alibaba is expected to show growth in its upcoming earnings, driven by diversification into cloud and international commerce. The international segment, currently 12% of revenue, is projected to grow to 25% by 2027.

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November 11, 2024 | 10:30 am

INTC

Intel is facing concerns from lawmakers and Wall Street analysts about its future. The company is set to receive federal aid under the CHIPS Act to enhance US semiconductor production.

Portfolio Pulse from

November 11, 2024 | 10:15 am

NVDA

Nvidia's stock has reached new highs, and the upcoming earnings report on November 20 will be crucial, particularly focusing on the sales of its Blackwell AI chips.

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November 11, 2024 | 10:15 am

TECX

Tectonic Therapeutic announced positive Phase 1a results for TX45, a long-acting Fc-relaxin fusion protein, at the AHA 2024. The results support the ongoing Phase 2 trial for patients with PH-HFpEF.

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November 11, 2024 | 10:15 am

LGCXF

Lahontan Gold Corp. has submitted its Santa Fe Mine project Exploration Plan of Operations to the Bureau of Land Management for approval. This submission includes draft baseline study reports.

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November 11, 2024 | 10:00 am

SEEMF

Seeing Machines Ltd reported strong growth in its driver monitoring system (DMS) production volumes, with an 83% increase to 405,669 units in the financial first quarter, despite challenges in the automotive market. US investment bank Stifel sees further growth potential for the company.

Portfolio Pulse from

November 11, 2024 | 10:00 am

ANET

Arista Networks, a leader in ethernet networking for AI training clusters, shows strong earnings and market position. However, its high valuation at over 40x P/E suggests a Hold recommendation. Analysts are optimistic about its 2025 guidance and potential revenue growth from AI deployments.

Portfolio Pulse from

November 11, 2024 | 10:00 am

COST

HD

The article compares Costco and Home Depot as potential investment options, analyzing which retailer might be the better buy.

Portfolio Pulse from

November 11, 2024 | 9:45 am

BTG

B2Gold faced challenges in 2024, including royalty disputes and mine delays, resulting in a $631m loss. However, 2025 looks promising with expected production increases from Goose and Fekola, potentially leading to profitability if gold prices stay high.

Portfolio Pulse from

November 11, 2024 | 9:45 am

NVDA

The article discusses whether investors should consider buying Nvidia stock ahead of two major catalysts. Nvidia has established a strong position in the artificial intelligence sector.

Portfolio Pulse from

November 11, 2024 | 9:30 am