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STGW

Stagwell (NASDAQ: STGW) plans to increase its 2025 ad spend in news media by 22% year-over-year, as announced at the Future of News UK summit. This decision is backed by research showing that 89% of EMEA CEOs and Board Directors closely follow the news.

Portfolio Pulse from

March 20, 2025 | 4:15 pm

BIDU

Baidu, Inc. has launched ERNIE 4.5 and ERNIE X1 models, marking a significant advancement in GenAI. Despite macroeconomic challenges, Baidu's Q4 2024 results showed strong AI Cloud growth and promising developments in the Apollo Go robotaxi business. BIDU stock is considered undervalued with a fair value estimate of ~$172.7 per share and a potential rise to ~$316 per share in five years.

Portfolio Pulse from

March 20, 2025 | 4:00 pm

PEG

PSEG (PEG) is expected to benefit from its clean energy initiatives and investments in transmission and distribution infrastructure to meet customer demand.

Portfolio Pulse from

March 20, 2025 | 3:45 pm

AMAT

Applied Materials is rated as a strong buy due to its historical growth, high value returns, and promising outlook. Despite a recent 52-week low, its diversified product portfolio and robust financial health make it an attractive investment.

Portfolio Pulse from

March 20, 2025 | 3:45 pm

BA

Boeing has secured an order from Japan Airlines to supply 17 of its 737-8 airplanes, indicating strong demand for its commercial aircraft.

Portfolio Pulse from

March 20, 2025 | 3:45 pm

GSK

GSK's stock has risen approximately 17% year-to-date. Investors are advised to hold onto their shares as the company's sales and profits are projected to improve in the future.

Portfolio Pulse from

March 20, 2025 | 3:45 pm

USDCUSD

Stablecoins are evolving with new yield-bearing and revenue-sharing models, potentially positioning them as a distinct financial asset class. This could unlock new passive income opportunities and challenge traditional banking models.

Portfolio Pulse from

March 20, 2025 | 3:30 pm

CAKEUSD

PancakeSwap has outpaced Uniswap in revenue growth, becoming the third-highest revenue-generating protocol with $4.56 million in the last 24 hours. The price of CAKE has surged 45.72% over the past week due to the platform's growth and rising investor interest.

Portfolio Pulse from

March 20, 2025 | 3:30 pm

ZM

Zoom's AI-first transformation and strong cash flow make it a compelling buy in 2025, supported by 68% growth in AI Companion users and strategic enterprise wins.

Portfolio Pulse from

March 20, 2025 | 3:30 pm

AAAU

Mohamed El-Erian warns that the recent gold rally should alert Washington as international investors are moving away from the USD. This shift could have implications for the US economy and currency markets.

Portfolio Pulse from

March 20, 2025 | 3:30 pm