Alfred Gray

Palantir: Increased target price thanks to AI strategy

-New target price: analyst Daniel Ives raised his $PLTRtarget price on Palantir shares to $90 due to strong growth potential in the AI space.

- Strong Earnings: Revenue from the U.S. commercial business is expected to exceed $1 billion due to the Artificial Intelligence Platform (AIP) strategy, representing a major shift in...
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MicroStrategy: Bitcoin gains and more optimism

- Significant Gain: MicroStrategy $MSTR added 6,120 BTC to its reserve holdings over the past week , a return of 1.36% of its total 45,000 BTC. At the current price of $105,000 per BTC, this is approximately $642.6 million.

- Statement by Michael SaylorMichael Saylor, Executive Chairman of the Company, described the earnings as...
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Starbucks introduces "Back to Starbucks" plan

- Process Reorganization: Starbucks $SBUX focuses on streamlining processes and improving operational efficiencies to restore the welcoming atmosphere that is iconic to the brand.

- Possible job cutsPlan includes Job cuts within the administration and other areas outside the cafes themselves to reduce costs and increase efficiency.

...
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Volkswagen and Rivian strengthen strategic partnership

- Strengthening cooperation: Volkswagen $VWA.BR CEO Oliver Blume confirmed Volkswagen is considering expanding its cooperation with Rivian, including sharing modules and pooling purchasing volumes to increase efficiency and reduce costs.

- Rivian's shares are rising: Following the announcement, shares of Rivian $RIVN ro...
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Bitcoin is heading to break the 100 000 USD mark

- Strong price growth: bitcoin $BTCUSD has approached USD 100,000, supported by favorable macroeconomic factors such as a weakening dollar and an improving inflation environment.

- The impact of inflation: December data suggests falling inflation, reinforcing expectations that Fed to start cutting rates in the year 2025.

- Instit...
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Nio (NIO) recorded significant growth in shipments in December

- Shipment growth: shipments of Nio $NIO electric vehicles rose 73% in December , signaling a strong finish to 2024 and giving investors reason for optimism.

- Onvo brand: $NIO's newer brand , Onvo, is expected to be a key driver of growth in 2025.

- Market challenges: Chinese price war in the electric vehicle...
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Disney and fuboTV partnership: combining Hulu + Live TV with new capabilities

- Expanded reachDescription : Partnership connects Hulu + Live TV s fuboTV, together reaching 6.2 million subscribers.

- Shares: Disney $DIS acquires a 70% ownership stake, while fuboTV $FUBO retains management control of day-to-day operations.

- Strategic advantagesA: Disney support increases credib...
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Meta Platforms cancels fact-checking program in the US

- Change of approach: Meta Platforms $META (the parent company of Facebook, Instagram and Threads) is scrapping its fact-checking program in the US and introducing Community Notes, inspired by Elon Musk's Social Network X.

- Community Notes features: Users will be able to Report misleading posts and provide context.

- Reg...
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Hi investors, what do you think the $BAaircraft mishaps will do to their stock in the short/long term?

Hello investors, I would like to know what sectors you see the most potential in the coming year?

Accenture expands team of AI experts in partnership with Nvidia

- Dedicated team: Accenture $ACN has created a team of 30,000 Nvidia technology experts to help clients deploy artificial intelligence (AI)-based solutions .

- AI's share of contracts: Generative AI has so far accounted for 5% of total orders, which reflects potential and current limitations in its scope.

- Growth...
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TikTok faces threat of ban in the country

- Court ruling: Court of Appeal upholds Lawthat threatens the availability of TikTok in the domestic market.

- Impact of the ban: The ban could have significant impacts on users, content creators and advertiserswho actively use TikTok.

- Competitive opportunities: Meta $META (Facebook, Instagram) and YouTube stand to benefit...
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Apple plans $1 billion investment in manufacturing in Indonesia

- iPhone 16 ban: Indonesia has imposed a ban on iPhone 16 sales due to non-compliance with local content requirements (minimum 40% of parts).

- Planned investment: $AAPL announced a $1 billion investment in a new manufacturing plant in Indonesia that will produce components for smartphones and other devices.

- Hig...
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Wall Street forecasts for the stock market in 2025

- Downside risk for current leaders: Companies like Vistra a Palantirwhich dominate in 2024, may face moderate growth or even decline.

- Favorable outlook for growth titles: Nvidia a Constellation Energy are expected to grow by 23 % a 11 % due to continued demand for technology and energy innovation.

- Political factors:...
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Gap strengthens thanks to successful start of the holiday season

- Stock Rising: $GAP shares are up 13% on a positive outlook for the full year and a strong start to the holiday season.

- Exceeded expectationsEarnings per share reached 72 cents, beating estimates of 58 cents.

- Revenuedespite challenges: Revenue $GAP rose to $3.83 billion, despite the effects of hurricanes...
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