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DIS

Walt Disney Co is increasing prices for its theme parks, aiming to target 'premium' users. The company also anticipates a significant boost from its cruise operations.

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December 10, 2024 | 10:00 am

AMZN

Amazon's stock is recommended for purchase due to its strong earnings from e-commerce and cloud computing dominance.

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December 10, 2024 | 10:00 am

DBRG

DigitalBridge has chosen HUB's NAV Oversight SaaS solution to enhance and automate their NAV processes, aiming to improve accuracy and reduce manual workflows.

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December 10, 2024 | 10:00 am

MU

Micron is expected to see growth and market share gains in its DRAM business due to favorable price and volume conditions. However, its NAND business faces challenges with pricing cuts and reduced order demand. Micron's stock is currently valued at a premium, making it less attractive for buyers.

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December 10, 2024 | 9:45 am

MU

Micron is strategically positioning itself to capture market share in the growing High-Bandwidth Memory (HBM) market, driven by AI applications. The company plans to increase capital investments and expand production, with its forward earnings undervalued at ~12x 2025 earnings, suggesting a potential ~32% upside.

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December 10, 2024 | 9:45 am

NIO

NIO is experiencing a surge in deliveries, driven by its new Onvo EVs, and is maintaining a strong monthly delivery streak. Despite margin risks, NIO's valuation is attractive, with a major delivery surge expected in 2025, potentially leading to 70% growth. The stock is currently undervalued, with potential to double its valuation if the Onvo ramp-up succeeds and profitability is achieved by 2026.

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December 10, 2024 | 9:30 am

AMZN

Amazon has initiated a pilot for a quick commerce service in India, entering a market with strong local competition.

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December 10, 2024 | 9:30 am

VKTX

A healthcare stock has been performing well due to positive trial results for a weight loss candidate, but it carries hidden risks.

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December 10, 2024 | 9:30 am

TMVWY

TeamViewer, a Germany-based digital workspace solutions provider, has announced the acquisition of British technology group 1E for £565 million. The deal, expected to close in early 2025, aims to enhance TeamViewer's offerings by integrating 1E's Digital Employee Experience platform.

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December 10, 2024 | 9:30 am

PLTR

Palantir Technologies (PLTR) is expected to see a significant rise in its stock price after December 13, driven by its strong financial performance and its strategic position in the AI sector. The stock has already increased by 345% year-to-date.

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December 10, 2024 | 9:30 am