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DBX

Dropbox faces low growth and competition risks, leading to a 'hold' rating. Despite strong features and better gross margins than Box, it lags in revenue growth and efficiency. The company is enhancing governance, reducing capex, and using AI for productivity, but has issued significant debt for buybacks.

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February 18, 2025 | 9:15 am

IDCC

InterDigital, Inc. and Keysight Technologies will showcase dynamic AI-enabled sensing capabilities at the Mobile World Congress 2025.

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February 18, 2025 | 9:15 am

NNE

NANO Nuclear has experienced significant price increases since its listing, driven by its unique micro-reactors and US government support. However, its high market multiples compared to peers suggest a weak case for short to medium-term investment.

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February 18, 2025 | 9:15 am

SMTC

Semtech Corporation has launched a new ESD protection device, the RClamp10022PWQ, for automotive Ethernet applications. This device is compliant with Open Alliance specifications, enhancing Semtech's offerings in the automotive sector.

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February 18, 2025 | 9:15 am

WY

Weyerhaeuser (WY) shares are showing bullish action due to falling mortgage rates and pent-up housing demand, which could boost new home construction and lumber demand. Despite missing revenue targets, WY's Q4 earnings beat forecasts, and its REIT structure with timberland assets and a 2.84% dividend yield make it attractive.

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February 18, 2025 | 9:15 am

CTSH

Cognizant has extended its agreement with Etex to enhance innovation using AI and automation. The collaboration aims to reduce costs and improve user experience through GenAI and chatbot solutions.

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February 18, 2025 | 9:15 am

BIDU

Baidu, Inc. (NASDAQ: BIDU) announced its unaudited financial results for Q4 and fiscal year 2024, highlighting its transformation from an internet-centric to an AI-first business.

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February 18, 2025 | 9:15 am

AAPL

Apple's strong ecosystem and premium positioning give it a competitive edge in the health tech market. Its design and user-friendly approach could disrupt medical device markets, potentially making it the largest health company globally. Apple's commitment to privacy enhances customer trust.

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February 18, 2025 | 9:00 am

HTHT

H World Group is well-positioned in China's hospitality industry, benefiting from domestic travel trends and affordable leisure. The company is set for near-term growth through expansion in lower-tier cities and long-term growth via global expansion, especially in Europe, GCC, and ASEAN regions.

Portfolio Pulse from

February 18, 2025 | 9:00 am

IESVF

Invinity Energy Systems PLC shares rose 14% following a significant partnership with Frontier Power, potentially involving up to 2 GWh of their vanadium flow batteries in UK energy projects.

Portfolio Pulse from

February 18, 2025 | 8:45 am