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TEAM

Artificial intelligence (AI) is becoming a transformative technology, with 72% of companies using it in at least one business function, according to a McKinsey survey. Wall Street is optimistic about an AI growth stock, but questions remain if it's too late to invest.

Portfolio Pulse from

December 03, 2024 | 10:00 am

AMZN

GOOGL

META

MSFT

Cathie Wood highlights software as the next big AI opportunity, with major investments expected from Microsoft, Amazon, Alphabet, and Meta Platforms. Morgan Stanley projects these companies will spend $300 billion on data center infrastructure and chips in 2025.

Portfolio Pulse from

December 03, 2024 | 9:45 am

DD

The Transportation Protective Films Market is projected to grow from 2024 to 2030, with the automotive sector holding the largest share at 60% in 2023. The demand is driven by the popularity of paint protection films and electric vehicles. Key players include DuPont de Nemours.

Portfolio Pulse from

December 03, 2024 | 9:30 am

WIZZ

Wizz Air Holdings PLC reported a 1.7% increase in passengers carried in November, despite facing capacity issues due to Pratt & Whitney engine problems.

Portfolio Pulse from

December 03, 2024 | 9:15 am

RSG

Republic Services is recognized for its strong performance in waste collection, sustainability, and financial stability. Despite a high valuation, its pricing power, economic moat, and recession-resistant cash flows make it attractive, especially with investments in renewable energy and recycling.

Portfolio Pulse from

December 03, 2024 | 9:15 am

TCEHY

Tencent has launched the CarbonX Program 2.0 to support global climate tech innovations, aiming for a net-zero world by 2050. This phase expands beyond China, offering funding and resources to promising projects worldwide.

Portfolio Pulse from

December 03, 2024 | 9:00 am

INTC

Intel's CEO Pat Gelsinger is stepping down, which may indicate a shift towards a 'fabless model' for the company. Analyst John Freeman suggests this change, along with a decline in CPU demand compared to GPUs, presents challenges for Intel.

Portfolio Pulse from

December 03, 2024 | 9:00 am

AMZN

Amazon Web Services (AWS) announced upgrades to its data centers to meet the increasing demands of AI workloads and enhance energy efficiency. The upgrades include innovations in power, cooling, and hardware design.

Portfolio Pulse from

December 03, 2024 | 9:00 am

NEWH

The article discusses the intersection between hydrogen and wind energy, featuring insights from New Hydrogen CEO Steve Hill and Dr. Christopher Niezrecki from the University of Massachusetts. Dr. Niezrecki shares his expertise in structural health monitoring for wind energy systems and energy resilience.

Portfolio Pulse from

December 03, 2024 | 8:45 am