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WGO

Winnebago Industries, Inc. is struggling with a significant downturn in the RV and boating industry. Despite a rise in earnings from 2019 to 2022, the company is now facing a decline due to reduced demand. Efforts to adapt to macroeconomic conditions have not fully mitigated the impact.

Portfolio Pulse from

March 17, 2025 | 7:15 pm

AMZN

GOOGL

John Belton recommends sticking with mega-cap stocks, highlighting Amazon's (AMZN) generative AI capabilities and Google's (GOOGL) value as compelling buys.

Portfolio Pulse from

March 17, 2025 | 7:15 pm

DMEHF

Desert Mountain Energy Corp. announced progress on its helium exploration bill in Arizona. The company is listed on multiple exchanges, including the U.S. OTC market under the symbol DMEHF.

Portfolio Pulse from

March 17, 2025 | 7:15 pm

ADTN

ADTRAN is enhancing Italy's digital infrastructure by implementing the country's first time-as-a-service solution using Oscilloquartz technology. This development could positively impact ADTRAN's stock.

Portfolio Pulse from

March 17, 2025 | 7:00 pm

HLIT

Harmonic (HLIT) has introduced new features in its VOS family and XOS Advanced Media Processor to enhance video streaming technology.

Portfolio Pulse from

March 17, 2025 | 7:00 pm

GOOGL

RDDT

Alphabet's Google has expanded its partnership with Reddit, addressing concerns about Reddit's user growth dependency on Google Search traffic.

Portfolio Pulse from

March 17, 2025 | 7:00 pm

APH

DELL

NVDA

SMCI

NVIDIA's upcoming GTC 2025 event is highly anticipated as CEO Jensen Huang is expected to reveal new AI hardware developments. This event is significant for companies like Amphenol, Dell, and Super Micro, which are closely linked to NVIDIA's advancements.

Portfolio Pulse from

March 17, 2025 | 7:00 pm

NVDA

Nvidia's annual developer conference, GTC, is expected to be a celebratory event. However, despite the positive atmosphere, investors remain cautious about potential challenges the company may face in the future.

Portfolio Pulse from

March 17, 2025 | 6:45 pm

SNDR

Schneider National, Inc. (NYSE: SNDR) is highlighted as a key player in the intermodal transportation sector, offering flexible and reliable solutions for shippers in a complex transportation environment.

Portfolio Pulse from

March 17, 2025 | 6:45 pm

INTC

Intel's new CEO, Lip-Bu Tan, is leading a turnaround focused on accountability and execution to restore Intel's tech leadership. The company is working on regaining semiconductor manufacturing supremacy with innovations like the 18A node and new CPUs, while expanding its foundry business. With ample cash, cost-cutting measures, and subsidies, Intel is reducing execution risk.

Portfolio Pulse from

March 17, 2025 | 6:30 pm