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INTC

Intel's CFO announced that the company's foundry business is expected to generate significant revenue by 2027, based on current customer discussions.

Portfolio Pulse from Benzinga Newsdesk

September 04, 2024 | 6:46 pm

F

TSLA

WKSP

Tesla had a strong month in August 2024 with increased EV sales in China, but faces stiff competition from BYD and other Chinese automakers. Ford is struggling with profitability in the EV market and has canceled its all-electric SUV plans. Worksport is expanding its product lineup and aims to enhance the electric pickup experience.

Portfolio Pulse from Upwallstreet

September 04, 2024 | 6:41 pm

IQV

RBC Capital Markets initiated coverage on IQVIA Holdings Inc. (NYSE:IQV), highlighting its data assets as a key differentiator. Despite challenges from COVID-19 and other factors, IQVIA offers strong exposure to AI and data opportunities in drug development. RBC gives an Outperform rating with a $275 price target, expecting EPS growth rebound.

Portfolio Pulse from Vandana Singh

September 04, 2024 | 6:23 pm

APH

CWS

NVDA

SPRX

Amphenol Corporation (NYSE:APH) has been downgraded by B of A Securities due to potential design changes in NVIDIA's systems that could impact Amphenol's AI revenue. The changes may lead to a reduction in Amphenol's market opportunities, affecting its EPS targets for 2025/2026.

Portfolio Pulse from Lekha Gupta

September 04, 2024 | 6:12 pm

WKEY

WISeKey International's shares rose following the announcement of a strategic alliance between its subsidiary and Global Radio Systems. This partnership aims to develop innovative solutions and integrate advanced technology for enhanced cyber-secure radio communications.

Portfolio Pulse from Benzinga Newsdesk

September 04, 2024 | 6:10 pm

CHK

Chesapeake Energy is currently reducing its U.S. natural gas production volumes, as stated by the company's CEO at the Barclays Conference.

Portfolio Pulse from Benzinga Newsdesk

September 04, 2024 | 6:09 pm

BNO

CVX

SHEL

UCO

USO

XOM

Oil prices fell as OPEC+ considers delaying production hikes due to demand concerns and potential Libyan supply. This has impacted oil-related stocks and ETFs, causing declines in Exxon Mobil, Chevron, Shell, and others.

Portfolio Pulse from Michael Juliano

September 04, 2024 | 6:08 pm

SPI

SPI Energy's subsidiary, Solar4America, is launching a new line of solar modules using Origami Solar's U.S.-produced steel frames, significantly reducing carbon emissions and strengthening the U.S. supply chain.

Portfolio Pulse from Benzinga Newsdesk

September 04, 2024 | 6:06 pm

KMI

Kinder Morgan's CEO announced at the Barclays Conference that the company is exploring greenfield opportunities due to the increasing demand for natural gas storage.

Portfolio Pulse from Benzinga Newsdesk

September 04, 2024 | 5:47 pm

MRAD

QQQG

TTD

The Trade Desk, Inc. (TTD) is expected to benefit from the growth in Connected TV and Retail Media markets, with a Buy rating and a $135 price target from B of A Securities. TTD's innovation and focus on identity solutions position it well for future growth, with expected revenue and EBITDA growth of 23% and 27% CAGR, respectively. Investors can also gain exposure through ETFs like MRAD and QQQG.

Portfolio Pulse from Lekha Gupta

September 04, 2024 | 5:47 pm