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SMCI

Super Micro Computer (SMCI) faces potential Nasdaq delisting due to delayed financial reports, but an independent review found no compliance risks. Positive catalysts include upcoming financial releases and product sales, though expansion efforts may impact margins.

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December 10, 2024 | 6:00 am

JEPI

JEPI, a diversified portfolio with a focus on mega-cap tech stocks, has underperformed the S&P 500 this year. However, there are indications that it may perform better in 2025.

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December 10, 2024 | 5:45 am

AVPT

AvePoint's shares have surged over 50% since September due to strong regional performance and the growing importance of its data management platforms in the GenAI era. The company achieved 45% y/y SaaS revenue growth, surpassed $300M in ARR, and reached GAAP profitability in Q3. New product launches and customer wins highlight its growth potential, particularly in data security and governance for AI applications.

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December 10, 2024 | 4:45 am

ON

QRVO

onsemi is acquiring Silicon Carbide JFET technology from Qorvo for $115 million to enhance its power portfolio, particularly for AI data centers. This acquisition will strengthen onsemi's position in high energy efficiency and power density solutions.

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December 10, 2024 | 4:30 am

XPEV

XPENG Motors' electric SUV, the XPENG G6, has received a five-star safety rating from ANCAP, highlighting its strong safety features. This achievement emphasizes XPENG's dedication to safety in its vehicle designs.

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December 10, 2024 | 4:15 am

SPOT

Spotify has discontinued its Car Thing hardware product, which allowed users to control Spotify's streaming service in cars using voice recognition and preset buttons. The product is no longer operational.

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December 10, 2024 | 3:45 am

ORCL

Oracle's stock declined after reporting fiscal Q2 earnings below expectations and providing weak guidance due to rising competition in cloud services.

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December 10, 2024 | 3:30 am

INTU

Amazon has announced that Intuit's QuickBooks will be integrated into Amazon Seller Central as the preferred financial management solution. This integration aims to help Amazon sellers manage finances, stay compliant, access capital, and grow their businesses.

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December 10, 2024 | 3:00 am

MTGN

Metagenomi presented updated preclinical data at the ASH 66th Annual Meeting, showing sustained therapeutic levels of Factor VIII activity in a nonhuman primate study for over sixteen months.

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December 10, 2024 | 2:30 am

HPE

Hewlett Packard Enterprise (HPE) is poised for strong growth due to customer adoption of its GreenLake and AI solutions. The company is trading at a significant discount to peers, and its revenue quality is improving with more annualized streams. A multi-year breakout is expected.

Portfolio Pulse from

December 10, 2024 | 2:15 am