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AFYA

Afya Limited has announced a share purchase agreement to acquire Faculdade Única de Contagem, expanding its presence in the medical education sector in Brazil.

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December 19, 2024 | 3:00 pm

INTC

The article discusses the importance of adaptation in business, using Blockbuster's missed opportunity to buy Netflix as an example. It suggests considering AI stocks over Intel, implying Intel may be lagging in adaptation.

Portfolio Pulse from

December 19, 2024 | 3:00 pm

PPH

The healthcare sector has underperformed in this year's bull market, with the S&P Health Care Select Sector Index up only 3.2% compared to the S&P 500's 28.3% gain. PPH is highlighted as a potential healthcare investment idea for 2025.

Portfolio Pulse from

December 19, 2024 | 3:00 pm

MU

Micron Technology's stock fell after its FQ1 2025 earnings report, which showed mixed results and guidance. Despite near-term weakness, the company's shift towards AI suggests long-term strength.

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December 19, 2024 | 3:00 pm

MTWO

M2i Global and Next-Gen Energy are collaborating to establish Australia's first lithium NCA cathode manufacturing facility, marking a significant step in diversifying the global supply chain for lithium battery materials.

Portfolio Pulse from

December 19, 2024 | 3:00 pm

IMMX

Immix Biopharma announced positive clinical data from the NEXICART-2 U.S. trial for their CAR-T therapy, NXC-201, in treating relapsed/refractory AL Amyloidosis. All four patients showed normalized disease markers, with two achieving complete response and two being bone marrow MRD negative.

Portfolio Pulse from

December 19, 2024 | 2:45 pm

BA

The aerospace and defense sector presents opportunities due to increased demand, but sentiment may affect returns. Boeing's recovery depends on lifting FAA production caps, timely certifications, and high-quality production. A $22 billion capital raise was crucial for addressing debt and future development.

Portfolio Pulse from

December 19, 2024 | 2:45 pm

AVGO

MU

NVDA

The article discusses the competitive landscape in the semiconductor industry, highlighting the challenges faced by Micron Technology (MU) due to increasing competition from Broadcom (AVGO) and NVIDIA (NVDA). Kim Forrest notes that AI remains a strong growth area.

Portfolio Pulse from

December 19, 2024 | 2:45 pm

CDNS

Cadence Design Systems (CDNS) has seen a 10% rise year-to-date, driven by strong demand for its product portfolio amid increasing design activity. However, external risks suggest caution for investors considering adding CDNS to their portfolio.

Portfolio Pulse from

December 19, 2024 | 2:45 pm

WNRS

The article highlights three small-cap AI stocks to watch in 2025 as companies and investors seek to capitalize on the AI trend. These emerging firms are positioned to potentially benefit from the growing demand for AI solutions.

Portfolio Pulse from

December 19, 2024 | 2:45 pm