David Boulder

Shares of Air Products & Chemicals jumped 9.1% on speculation of interest from activist investor Mantle Ridge

Air Products & Chemicals shares rise sharply

Shares of Air Products & Chemicals $APD jumped 9.1% to $311.47, one of the biggest one-day increases in four years, according to Dow Jones Market Data. The rise was sparked by speculation of interest from activist investor...
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Intuitive Machines shares rise sharply after announcement of mega-contract with NASA

Intuitive Machines history and achievements to date

Intuitive Machines has quickly become a major player in the space technology industry, primarily due to its success in lunar missions. A key moment this year was the success of the Odysseus lander, which autonomously landed on the moon, marking...
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SLB: Innovation and growth potential despite stagnant shares

Company $SLBwhich once dominated the oil services market and was the fifth largest company in the world, continues to maintain a strong position in the industry today, even though its stock remains stagnant. SLB, which still operates in more than 100 countries and provides key expertise in evaluating energy reservoirs,...
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Colt CZ Group increased revenues, but profit fell by 41.7 percent year-on-year

Holding Colt CZ Group SE (Colt CZ) $CZG.PR published its results for the first half of this year. The company's revenue rose to CZK 9.69 billion, up 41.2 percent year-on-year. The growth was driven by increased sales in the second quarter and the consolidation of the acquisition of Sellier & Bellot, a...
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Sherwin-Williams on the road to further growth: gaining more market share with new opportunities

Sherwin-Williams $SHW, a global leader in the manufacture, distribution and sale of coatings, expects to increase its sales by more than 4% next year, bringing its total revenue to approximately $24.3 billion. This growth is being driven primarily by expansion in the US market, where...
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Financial results and growth of SoFi Technologies

Despite strong first and second quarter financial results, SoFi Technologies $SOFIstock remains undervalued, presenting an opportunity for investors looking for growth potential. The company, which focuses on providing a wide range of financial services, has seen significant growth in membership and revenue.

Record revenue and...
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E.l.f. Beauty (ELF) - Rapid growth and global expansion

1. Rapid brand growth:

- Strong stock growth: $ELF Beauty shares have risen 424% over the past three years, demonstrating the brand's tremendous success in the market.

- Innovation and Marketing.

2. Revenue and market share growth:

- 50% Revenue Growth: In the last quarter, the company's revenue grew 50% year-on-year.

...
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Dutch Bros - Growth potential and challenges

1. Rapid expansion:

- Dutch Bros $BROS: A fast growing beverage chain since 1992.

- Expansion: almost doubling the number of stores to 912 since IPO in 2021.

2. Revenue growth:

- Total sales: average quarterly growth of 30% since 2021.

- Same stores: Year-over-year sales growth of 4% in the second quarter of 2024.

3. Challenges:

...
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BAIDU "Chinese Google"

Baidu $BIDU , often dubbed the "Chinese Google," is emerging as one of the most promising stocks on the Nasdaq, with predicted growth of up to 102%. The Chinese tech company, which dominates Internet search with more than 52% market share, is still undervalued, according to Wall Street analysts.

- Search and advertising dominance: $BIDU is benefiting...
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DRAFTKINGS AND SPORTS BETTING

DraftKings $DKNG, a well-known sports betting platform, recently received a positive review from Oppenheimer's research department. Analyst Jed Kelly expressed confidence in the company's growth potential, despite the stock's approximately 2% decline this year.

- New Customer Recruitment: Kelly believes $DKNG has an opportunity to become a leader in...
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SoundHound Ai and voice AI

Company $SOUN is known for its focus on conversational artificial intelligence, particularly in the area of voice recognition and intelligent voice assistants. While its technology is gaining attention and support on Wall Street, the company's financial results remain mixed. Revenues may be growing, but the pace of growth is slowing, and despite many...
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HERCULES CAPITAL - INVESTING IN TECH AND BIO BUSINESSES.

Hercules Capital $HTGC is a major business development company (BDC) that specializes in investing in technology and life sciences companies. Since its founding in 2003, the firm has invested more than $20 billion in over 650 companies, making it one of the major players in its sector. As a BDC, Hercules Capital is...
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VERTIV HOLDING: AI AND DATA CENTRES

Shares of Vertiv Holdings $VRT have seen a 25% decline over the past month, which can be attributed to the broader trend in the technology sector, particularly as it relates to AI-focused stocks. Still, Wall Street is bullish on Vertiv, as evidenced by the fact that all 14 analysts who follow the company recommend its stock as a buy.

Financials...
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Super Micro Computer: Investment Analysis

Company OverviewSuper Micro Computer $SMCI is a major player in the artificial intelligence (AI) and cloud computing industry. The company provides a wide range of server and storage solutions that are critical to modern data centers and computing infrastructures.

Strong Financial Results:- $SMCI has shown strong financial results, with...
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Fortinet: Overview and Investment Potential

Fortinet, Inc. $FTNT is a long-time leader in network security, serving enterprises and government agencies worldwide. With more than 20 years of experience, Fortinet focuses on various aspects of cybersecurity, including Secure Access Service Edge (SASE) and Security Operations (SecOps), and integrates advanced technologies such as...
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