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BIRK

Birkenstock Holding plc reported a 19% YOY revenue growth, but the market reacted negatively due to maintained full-year guidance of 15%-17%, indicating potential deceleration. Wholesale growth was strong, but concerns about market saturation and slowing DTC growth were noted.

Portfolio Pulse from

February 21, 2025 | 10:00 pm

TTD

The Trade Desk, Inc. (NASDAQ: TTD) is facing a class action lawsuit alleging fraudulent practices in the rollout of its AI tool, Kokai. The lawsuit represents investors who acquired TTD stock between May 9, 2024, and February 12, 2025.

Portfolio Pulse from

February 21, 2025 | 10:00 pm

UHS

Universal Health Services, Inc. (UHS) will present at two major healthcare conferences in March 2025, potentially impacting investor sentiment.

Portfolio Pulse from

February 21, 2025 | 9:45 pm

HCC

Warrior Met Coal, Inc. (NYSE:HCC) announced an increase in the nameplate capacity of its Blue Creek steelmaking coal project by 25%, raising it to 6.0 million short tons per year. This update reflects positive operational and financial progress for the company.

Portfolio Pulse from

February 21, 2025 | 9:45 pm

AUPH

Aurinia Pharmaceuticals' Lupkynis showed modest revenue growth from Q2'24 to Q3'24. The company is on track to meet its full-year 2024 revenue guidance of $210M-$220M, with $158.6M already reported. Q4 is expected to outperform Q3. Potential competitors include Roche and Biogen.

Portfolio Pulse from

February 21, 2025 | 9:30 pm

AMD

NVDA

The article compares NVIDIA and AMD as investment options in the data center computing market, analyzing which company might be the superior AI investment.

Portfolio Pulse from

February 21, 2025 | 9:15 pm

TFIN

Triumph Financial, Inc. (Nasdaq: TFIN) will present at the Raymond James & Associates' 46th Annual Institutional Investors Conference on March 5, 2025, in Orlando, Florida. The presentation by CEO Aaron Graft will be webcast live.

Portfolio Pulse from

February 21, 2025 | 9:15 pm

IUS

The Invesco RAFI™ Strategic US ETF (IUS) is highlighted for its strong performance in the large value category, outperforming other large cap value ETFs in return and dividend growth over the past six years. It is diversified across sectors and holdings, with a focus on fundamental size and quality scores.

Portfolio Pulse from

February 21, 2025 | 9:15 pm

SMCI

Super Micro Computer, Inc. (SMCI) is highlighted as a high-growth stock in the AI sector despite risks such as a new auditor, potential delisting, and high short interest. The company's focus on liquid cooling and data center transitions are key growth drivers for 2025.

Portfolio Pulse from

February 21, 2025 | 9:00 pm

NVDA

Nvidia CEO Jensen Huang believes the market has misunderstood the impact of DeepSeek's technological advancements on Nvidia's business, suggesting that concerns about negative effects are misplaced.

Portfolio Pulse from

February 21, 2025 | 9:00 pm