Category: Archives

It’s a ‘one-stop shop’ for US market access holding names like NVIDIA (NVDA) and Apple (AAPL), as well as smaller companies like Halozyme Therapeutics (HALO) and Moog (MOG.A).

While the retail industry as a whole may be running into a headwind driven by the growth of e-commerce, the top players in the business are doing just fine. Here are three names to consider.

Money will keep flowing to platforms that sit in the path of that traffic and turn scattered tools into one defense system.

Here are today’s upgrades and downgrades: Adobe, AT&T, AstraZeneca, RTX, VF Corp., Linde, Prologis, Orion180 Insurance, Electra Therapeutics and more.

It offers a compelling combination of strong earnings growth, upward estimate revisions, attractive valuation and bullish price momentum.

As AI moves from answering questions to completing tasks, this trio of names could supply the infrastructure that makes it possible.

Here are today’s upgrades and downgrades: Salesforce, Adobe, Microsoft, PepsiCo, T-Mobile, Palantir, Robinhood, American Savings Bank, Biogen, Mattel and more.

The poster child for something else we’ve discussed many times… it has the trifecta we love to see: strong performance, a wide discount, and a dividend well supported by NAV returns.

As autonomous software gains access to sensitive systems, identity and runtime security are becoming much harder to ignore.

Thanks to its combination of: continued dividend growth, strong capital generation, share repurchases, a reasonable valuation, and a 2.4% yield.

Here are today’s upgrades and downgrades: Boeing, Palantir, SpaceX, American Express, Humana, RTX, ArcelorMittal, Ryanair, Rheinmetall, Xiaomi and more.