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CNC

Centene Corporation (CNC) is positioned for growth due to an expanding customer base, improved premiums, strategic acquisitions, and strong cash reserves.

Portfolio Pulse from

January 06, 2025 | 8:00 pm

NVDA

Nvidia is expected to expand its business into services, moving beyond its traditional hardware and software offerings. This strategic shift was discussed by JoAnne Feeney of Advisors Capital Management on Bloomberg Technology.

Portfolio Pulse from

January 06, 2025 | 8:00 pm

MT

ArcelorMittal South Africa is winding down its Longs business due to weak domestic markets for long steel products.

Portfolio Pulse from

January 06, 2025 | 8:00 pm

VTRS

Viatris has been rated as 'neutral/hold' since 2021, underperforming Treasury bills despite a high free cash flow yield. The article discusses reasons for this underperformance and suggests potential trading opportunities as the business stabilizes.

Portfolio Pulse from

January 06, 2025 | 7:00 pm

EGAN

eGain (EGAN) has seen a 32% increase in its stock price over the past three months, driven by AI-powered innovations, logo growth, strong recurring revenues, and consistent financial outperformance.

Portfolio Pulse from

January 06, 2025 | 6:00 pm

IONQ

PLTR

The article reviews five top tech stocks of 2024, highlighting their high valuation multiples. IonQ and Palantir are specifically mentioned with IonQ trading at 230x forward revenue and Palantir at 63x forward revenue.

Portfolio Pulse from

January 06, 2025 | 6:00 pm

NXPI

NXP Semiconductors is expected to generate 8% to 10% of its revenue from India in the next three to five years, highlighting the growing importance of India's chip market.

Portfolio Pulse from

January 06, 2025 | 5:30 pm

TOL

Toll Brothers, Inc. (NYSE:TOL) announced a new luxury home community, Franklin Ridge, in Franklin, Tennessee. Construction will start in summer 2025, with sales expected later in the year.

Portfolio Pulse from

January 06, 2025 | 5:30 pm

NVDA

Nvidia's 2024 revenue increased by 86% to $113.3 billion, driven by hyperscaler investments in data centers. With a 90% market share in AI GPUs and the upcoming Blackwell architecture, Nvidia is poised for further growth as hyperscalers plan to invest $300 billion in AI data centers in 2025.

Portfolio Pulse from

January 06, 2025 | 5:30 pm