Streetbeat News

Revenues

LEN

Lennar, a major home builder operating in about half of U.S. states, is expected to provide insights into housing trends with its upcoming outlook. This will be crucial for setting the tone for the spring season in the home building industry.

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December 18, 2024 | 8:15 am

TTE

TotalEnergies has provided guidance for 2025, indicating that despite the global push for renewable energy, fossil fuel usage, including coal, continues to grow. Demand for oil and natural gas is rising, and while renewable energy use is increasing, current technology limits its full potential.

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December 18, 2024 | 8:00 am

SCTQ

Spectra Systems Corporation has received a US$9.4 million down payment from its main customer for high-speed banknote sensors, part of a US$39.6 million contract.

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December 18, 2024 | 7:45 am

AMD

AMD is considered a strong buy for long-term investors in 2025, despite recent Wall Street downgrades and weak technical indicators. The company's data center revenue is expected to drive significant growth, with rising margins due to high operating profit margins in this sector.

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December 18, 2024 | 7:45 am

SMCI

Super Micro Computer (SMCI) has been upgraded to a Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup. The company has addressed delisting concerns with a NASDAQ extension and new auditor, validating its 181% YoY revenue growth and compliance with export regulations. Nvidia's demand for Blackwell GPUs positions SMCI for significant revenue growth.

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December 18, 2024 | 7:45 am

GOOG

Alphabet Inc. is considered undervalued among the Magnificent Seven stocks, with potential growth in AI and cloud services not fully reflected in its current stock price. Concerns about AI chatbots replacing Google Search are exaggerated, as Google's ecosystem and AI advancements bolster its market position. Google Cloud's growth and improving margins are key contributors to Alphabet's revenue and profitability.

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December 18, 2024 | 7:30 am

DELL

Foxconn is projected to become the world's largest server vendor in 2024, surpassing Dell, due to high demand for AI-optimized servers from US cloud providers.

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December 18, 2024 | 7:15 am

NPACY

Quadient has acquired US-based Package Concierge, surpassing 25,000 global locker installations. The acquisition aims to boost Quadient's locker revenue to over €100M by 2025.

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December 18, 2024 | 7:15 am

RIVN

Rivian has seen a significant stock price increase, rising over 50% post-election, despite challenges in the EV sector. The company has reduced R&D expenses by $179 million, improving operating expenses. Future revenue and margin improvements are expected by 2025.

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December 18, 2024 | 7:15 am

AEHR

Aehr Test Systems is experiencing growth in wafer-level testing for SiC, GaN, and AI chips, driven by expanding markets in EVs, alternative energy, data centers, and AI. The company is financially strong with $40.8M cash, no debt, and increasing gross margins.

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December 18, 2024 | 7:15 am