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CAN

Canaan Inc. is expanding its self-mining operations in Texas and Pennsylvania through a strategic joint mining agreement with Luna Squares Texas LLC. The company plans to install Avalon A14 and A15 mining machines, aiming for a 10 EH/s capacity in North America by mid-2025.

Portfolio Pulse from

November 20, 2024 | 10:00 am

A

Tagomics Ltd. has entered into a strategic co-marketing agreement with Agilent Technologies to offer a combined innovative multiomic profiling service. This collaboration will be available through an exclusive technology access program at Tagomics' service lab in Cambridge.

Portfolio Pulse from

November 20, 2024 | 10:00 am

AMD

NOW

The article discusses two generative AI stocks, AMD and ServiceNow, which are expected to benefit from the growing demand in the AI sector. Both companies are positioned to profit from this secular boom.

Portfolio Pulse from

November 20, 2024 | 9:45 am

SHOO

Steve Madden's recent results show top line growth due to new initiatives, but challenges remain in its core US wholesale footwear channel, which is down 4%. The company faces potential margin pressure from US-China tariffs affecting half of its revenues.

Portfolio Pulse from

November 20, 2024 | 9:30 am

VEEV

Veeva Systems has introduced two new GenAI capabilities, Vault CRM Bot and Vault CRM Voice Control, in its Vault CRM platform. These advancements aim to enhance user experience by providing AI-powered assistance.

Portfolio Pulse from

November 20, 2024 | 9:15 am

EMR

SNA

SWK

The U.S. hand tools market is projected to reach $6.84 billion by 2029, with major players like Stanley Black & Decker, Emerson, Apex Tool Group, Snap-on, and TTI leading the industry. Key factors for success include durability, safety, performance, pricing, and customization. Increased global competition may challenge smaller vendors.

Portfolio Pulse from

November 20, 2024 | 9:15 am

SMCI

Super Micro Computer presents a strong investment opportunity due to its growth, discounted valuation, and potential regulatory resolution. Key factors include a compliance plan with Nasdaq, no fraud findings, and partnerships with Nvidia. The company reported a 181% YoY revenue increase and innovative technology.

Portfolio Pulse from

November 20, 2024 | 9:15 am

PFE

The European Commission has approved Pfizer's HYMPAVZI™ (marstacimab) for treating severe hemophilia A or B in patients aged 12 and older. This approval could enhance Pfizer's market position in the hemophilia treatment sector.

Portfolio Pulse from

November 20, 2024 | 9:15 am

NOK

Nokia has secured a multi-billion dollar deal with India's Bharti Airtel to supply 4G and 5G equipment.

Portfolio Pulse from

November 20, 2024 | 9:00 am