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ARM

Arm Holdings is set to report its earnings for the September-ended quarter. Investors are keen to see if the AI chip boom will continue to drive growth for the company.

Portfolio Pulse from

November 06, 2024 | 7:45 am

NVO

Novo Nordisk's Wegovy weight-loss drug exceeded sales expectations in Q3, leading the company to narrow its full-year guidance.

Portfolio Pulse from

November 06, 2024 | 7:45 am

REAL

The RealReal's shift to a consignment model has led to revenue growth, improved gross margins, and increased active buyers, resulting in a strong Q3 performance. GMV growth re-accelerated to 6% year-over-year, and the company is focusing on higher GMV and margins.

Portfolio Pulse from

November 06, 2024 | 7:15 am

XMTR

Xometry, an AI-enabled B2B marketplace, is highlighted as a promising investment due to its growth potential and path to profitability. The company's AI technology provides a competitive advantage, leading to revenue growth. Despite conservative guidance, its valuation is considered modest.

Portfolio Pulse from

November 06, 2024 | 5:45 am

MNXXF

Manganese X Energy Corp. is set to begin drilling at its Battery Hill deposit to upgrade mineral resources, which is crucial for their upcoming Pre-Feasibility Study.

Portfolio Pulse from

November 06, 2024 | 5:30 am

INFA

The article discusses the importance of data for AI and highlights Informatica as a key player in data management. It suggests that investors interested in AI should also consider investing in Informatica due to its role in providing the necessary data infrastructure.

Portfolio Pulse from

November 06, 2024 | 5:15 am

SNPMF

Sinopec's clean energy subsidiary, Sinopec Star Co., Ltd., has connected its geothermal power generation pilot project in Xianyang, China, to the grid. This marks a significant step in Sinopec's renewable energy initiatives.

Portfolio Pulse from

November 06, 2024 | 5:15 am

SNPMF

Sinopec hosted a forum at the 7th China International Import Expo, signing $40.9 billion in purchasing contracts with 38 partners, contributing to a total of $285 billion over seven sessions. The event focuses on global energy transition and a low-carbon ecosystem.

Portfolio Pulse from

November 06, 2024 | 4:30 am

HCM

HUTCHMED (China) Limited will present new and updated clinical data from its sovleplenib ESLIM-01 Phase III trial and other studies at the 2024 ASH Annual Meeting and the 2024 ESMO Asia Congress.

Portfolio Pulse from

November 06, 2024 | 4:15 am

UBER

Uber's stock dropped by approximately 9% following its earnings report. Despite this, the stock is considered attractive for mid-to-long-term investors due to its focus on geographic expansion, affordability, and capital allocation in less populated markets. Uber's advancements in the autonomous vehicle market are also being monitored for long-term potential.

Portfolio Pulse from

November 06, 2024 | 4:00 am