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AMD

NVDA

The Biden administration plans to introduce new restrictions on semiconductor equipment and AI microchip exports to China. These measures are expected to be less stringent than previous proposals, impacting global chipmakers like Nvidia and AMD.

Portfolio Pulse from

November 28, 2024 | 1:45 pm

CRL

Investors are optimistic about Charles River Laboratories (CRL) stock due to its strong Research Models and Services (RMS) prospects and inorganic growth efforts.

Portfolio Pulse from

November 28, 2024 | 1:30 pm

HOLX

Hologic is set to unveil AI-powered imaging innovations at RSNA 2024, which could positively impact its stock price.

Portfolio Pulse from

November 28, 2024 | 1:30 pm

RMBS

Rambus is positioned as a strong investment opportunity due to its focus on memory interface chips and chipsets, driven by DDR5 adoption and data center demand. Despite erratic revenue growth, its robust balance sheet and leading technologies make it appealing at 28x forward free cash flow.

Portfolio Pulse from

November 28, 2024 | 1:30 pm

DDOG

DT

Dynatrace and Datadog are evolving towards an informal duopoly in the application observability market, serving a more mature customer base.

Portfolio Pulse from

November 28, 2024 | 1:30 pm

NGPHF

Northern Graphite Corporation reported record sales volume in Q3 2024, driven by increased plant output and a seven-day work schedule. The company is also starting permitting for a new pit and launching a new drill program.

Portfolio Pulse from

November 28, 2024 | 1:15 pm

GFGSF

GFG Resources has discovered new high-grade gold zones at its Aljo project, with significant gold intersections. The company plans an aggressive follow-up drill program to further explore these promising findings.

Portfolio Pulse from

November 28, 2024 | 1:15 pm

IREN

Iris Energy Limited is expanding its Bitcoin mining capacity, aiming for 50 EH/s by mid-2025, using 100% renewable energy. The company focuses on sustainability and scalability, with low-cost production at $29,000 per Bitcoin, positioning itself for profitability despite market volatility.

Portfolio Pulse from

November 28, 2024 | 1:15 pm

AZN

LLY

PFE

Eli Lilly, Pfizer, and AstraZeneca are expected to gain renewed interest as leading vaccine makers, especially with the potential influence of the second Trump administration and the nomination of a vaccine critic.

Portfolio Pulse from

November 28, 2024 | 1:15 pm

HYTNF

HYTN Innovations Inc. has received initial orders and import permits from the UK's 4C Labs, enabling the export of cannabis-based pharmaceuticals to the UK. This marks a significant milestone in their partnership and reflects HYTN's commitment to global expansion.

Portfolio Pulse from

November 28, 2024 | 1:15 pm