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PFM

VIG

The article compares the PFM ETF with VIG and NOBL, highlighting that PFM's focus on dividend growth over a 10-year period is not a sufficient quality measure. VIG has a superior track record, and PFM's tech sector exposure may not be ideal currently.

Portfolio Pulse from

November 14, 2024 | 5:15 am

CSCO

Cisco's stock has risen 21% since August 2024 due to strong focus on AI, cloud, and security markets. Product orders grew 20% YoY, and AI orders are projected to reach $1 billion in FY25. Investments in AI infrastructure and the Splunk acquisition are expected to drive revenue growth.

Portfolio Pulse from

November 14, 2024 | 5:00 am

ZS

Zscaler demonstrates resilience with strong cash reserves and a competitive moat, despite expected net losses. The company shows substantial revenue growth and smart cost management, impacting book value but preserving cash flow. The cybersecurity market's competitive landscape highlights Zscaler's strong customer retention.

Portfolio Pulse from

November 14, 2024 | 4:45 am

FTNT

Fortinet's stock initially dipped after earnings due to reduced guidance but rebounded after beating revenue and EPS expectations. The company is expected to continue high double-digit growth into 2025, driven by AI-driven SecOps and a rebound in product revenue.

Portfolio Pulse from

November 14, 2024 | 4:45 am

AAPL

Apple is being sued by the consumer rights group Which? for £3 billion over its deployment of iCloud services, potentially affecting 40 million UK customers.

Portfolio Pulse from

November 14, 2024 | 4:15 am

AMZN

MSFT

Amazon's AWS is making significant progress in the AI race, leveraging open-source models and its data repository to catch up with Microsoft Azure and Google Cloud. Investors may be underestimating AWS's strategic advancements.

Portfolio Pulse from

November 14, 2024 | 4:15 am

WXXWY

WuXi Biologics is expanding its capabilities in Germany with a new sterile filling line for prefilled syringes, enhancing efficiency for multi-product use.

Portfolio Pulse from

November 14, 2024 | 4:15 am

SMEGF

Siemens Energy CEO Christian Bruch discusses the growth in electricity demand and the potential impact of a future Donald Trump administration on the renewable energy sector.

Portfolio Pulse from

November 14, 2024 | 3:30 am

MRNA

Moderna, Inc. participated in the UBS Global Healthcare Conference, with CFO Jamey Mock representing the company. The event took place on November 13, 2024.

Portfolio Pulse from

November 14, 2024 | 3:30 am