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AAPL

NVDA

SMCI

Nvidia has partnered with Taiwanese supplier Nan Juen for the production of AI server rail kits, with shipments expected by late 2024. This collaboration is part of Nvidia's strategy to enhance its AI server capabilities, potentially driving significant data center revenue by 2025.

Portfolio Pulse from Anusuya Lahiri

August 22, 2024 | 3:38 pm

HAL

IEZ

OIH

Halliburton's north Houston campus was affected by a cyberattack, impacting some global connectivity networks. The company is working with external experts to resolve the issue. Halliburton's recent financial performance showed a revenue miss but EPS in line with expectations. Investors can gain exposure to Halliburton through ETFs like VanEck Oil Services ETF and iShares U.S. Oil Equipment & Services ETF.

Portfolio Pulse from Lekha Gupta

August 22, 2024 | 3:30 pm

UNH

UnitedHealth Group (NYSE:UNH) has significantly outperformed the market over the past 15 years, with an annualized return of 22.24%. A $100 investment in UNH 15 years ago would be worth approximately $1,980.77 today. The article highlights the power of compounded returns over time.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 3:30 pm

NFLX

Netflix (NASDAQ:NFLX) has outperformed the market over the past 5 years with an average annual return of 19.04%, resulting in a significant increase in investment value. A $100 investment in NFLX 5 years ago would now be worth $235.88.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 3:30 pm

AAPL

AMZN

GOOG

META

MSFT

NVDA

QQQ

SMH

SPY

TSLA

Investors are aggressively buying semiconductors ahead of Nvidia's earnings, despite technical indicators suggesting overbought conditions. Money flows are positive in major tech stocks like Apple, Amazon, and Nvidia. The U.S. payroll revision and dovish FOMC minutes suggest potential rate cuts, influencing market sentiment.

Portfolio Pulse from The Arora Report

August 22, 2024 | 3:07 pm

SPY

The Kansas City Federal Reserve's Manufacturing Index for August improved to 6 from a previous reading of -12. This indicates a positive shift in manufacturing activity in the region.

Portfolio Pulse from Benzinga Newsdesk

August 22, 2024 | 3:03 pm

BRN

Barnwell Industries (AMEX:BRN) has outperformed the market over the past 5 years with an average annual return of 23.36%, surpassing the market by 9.02% annually. A $100 investment in BRN 5 years ago would now be worth $280.52.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 3:01 pm

PAGS

Analysts have recently updated their ratings for PagSeguro Digital (NYSE:PAGS), with a mix of bullish and bearish perspectives. The average 12-month price target has decreased slightly to $15.38. Analysts from Barclays, UBS, Goldman Sachs, and JP Morgan have adjusted their ratings and price targets, reflecting their views on the company's current market position. PagSeguro Digital, a Brazilian fintech company, has shown notable revenue growth but faces challenges with its ROE, ROA, and high debt-to-equity ratio.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 3:01 pm

CTRE

Four analysts have recently evaluated CareTrust REIT (NYSE:CTRE), with ratings ranging from somewhat bullish to indifferent. The average 12-month price target has increased by 11.47% to $27.5. Analysts from RBC Capital, Deutsche Bank, Wells Fargo, and Wedbush have raised their price targets, reflecting a positive sentiment shift. CareTrust REIT has shown strong revenue growth and net margin, but its ROE is below industry benchmarks.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 3:00 pm

UPS

Analysts have mixed views on United Parcel Service (UPS) with recent ratings showing a shift towards more neutral and bearish sentiments. The average 12-month price target has decreased by 10.1% to $144.87. UPS faces challenges with a slight revenue decline but maintains strong financial metrics like net margin and ROE.

Portfolio Pulse from Benzinga Insights

August 22, 2024 | 3:00 pm