Sempra Appoints Anya Weaving and Kevin Sagara to Board of Directors — Neutral
SRE PRNewsWire — February 10, 2025SAN DIEGO , Feb. 10, 2025 /PRNewswire/ -- Sempra (NYSE: SRE) today announced the appointments of Anya Weaving and Kevin Sagara to the company's board of directors effective March 1, 2025. Weaving's extensive investment banking experience, where she advised clients in the oil and gas industry on strategy, mergers and acquisitions (M&A) and capital markets transactions, combined with her previous role as a chief financial officer, brings industry knowledge and critical skills in strategic decision-making, financial acumen and governance to the board.
Helmerich & Payne Q1 Earnings Surpass Estimates, Revenues Lag — Positive
HP Zacks Investment Research — February 10, 2025HP's Q1 2025 results show that the North America Solutions segment outperforms, but the International Solutions segment lags.
Gold (XAU) Price Forecast: Safe-Haven Demand Surges as Trump's Tariff Plans Shake Markets — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL FXEmpire — February 10, 2025Gold surges past $2,900 as Trump's tariff threats fuel safe-haven demand. Will inflation data and Fed policy drive XAU/USD toward the $3,000 milestone?
Shares of Palantir Technologies (PLTR -0.39%) have been one of the best-performing artificial intelligence (AI) stocks over the past few years. Another blowout earnings report sent the stock surging in early February.
Will Potential Tariffs on Taiwan Semiconductor Manufacturing Sink the Stock? — Negative
TSM The Motley Fool — February 10, 2025Taiwan is a global chip manufacturing hot spot, home to companies like Taiwan Semiconductor Manufacturing (TSM -2.08%), which fabricates chips used in nearly every high-end technology. TSMC is a vital supplier to the artificial intelligence (AI) computing power arms race, and slapping a tariff on products that come from Taiwan could be a big hurdle for domestic AI companies to clear.
Brookfield to Invest €20 billion in France's AI Infrastructure — Neutral
BAM GlobeNewsWire — February 10, 2025Investment in data centers and associated infrastructure to be delivered by 2030 led by Paris-headquartered Data4 Investment in data centers and associated infrastructure to be delivered by 2030 led by Paris-headquartered Data4
Zscaler's Zero Trust Exchange platform is pioneering in protecting users, devices, and applications, making it ideal for the shift to cloud-based enterprise applications. The company has rapidly increased its market share and is the world's largest security cloud, handling over 500 billion daily transactions. Zscaler's revenue growth at 50% CAGR, coupled with secular tailwinds like 5G and AI, suggests continued outstanding growth.
Amazon: This Mega-Cap Is A Compelling Buy After Impressive Q4 2024 Earnings — Positive
AMZN Seeking Alpha — February 10, 2025Amazon continues to show strong double-digit growth in e-commerce and AWS, driven by healthy demand and advancements in generative AI and cloud services. Despite challenges in the international segment, strong North American demand and AWS growth are expected to support overall topline growth in FY25. The company is focusing on cost reduction, robotics, and automation to drive margin expansion in the quarters ahead.
Constellation Energy Is Spending Big Now To Win Big Later — Neutral
CEG Seeking Alpha — February 10, 2025Constellation Energy is spending big on nuclear and clean energy to fuel future growth. Cash flow looks messy now, but it's mostly timing and planned investments. They have plenty of cash and manageable debt, so no real financial risk.
Rivian Opens Sales of The Rivian Commercial Van to Fleets of All Sizes in The US — Neutral
RIVN Business Wire — February 10, 2025IRVINE, Calif.--(BUSINESS WIRE)--Rivian Automotive (NASDAQ: RIVN) has today announced it is opening sales for the Rivian Commercial van to fleets of all sizes in the US. The Rivian Commercial Van is the platform on which Amazon's custom electric delivery van (EDV) is based, and is designed from the ground up, prioritizing safety, driver comfort, total cost of ownership and sustainability. Safety features include automatic emergency braking, collision warnings, and 360-degree visibility – meanin.
Super Micro Stock Rises. A Big Update Is Coming for the Server Maker. — Neutral
SMCI Barrons — February 10, 2025Shares are on their best run since October, with investors hopeful they'll finally get some clarity on the company's accounting issues.
Jean-Michel Ribiéras and Ty R. Silberhorn Appointed to LP Building Solutions Board of Directors — Neutral
APOG LPX Business Wire — February 10, 2025NASHVILLE, Tenn.--(BUSINESS WIRE)--LP Building Solutions announced the appointments of Jean-Michel Ribiéras and Ty R. Silberhorn to its Board of Directors, effective February 6, 2025.
Kennedy Wilson Closes $1.4 Billion in Construction Loans in Q4 2024 — Neutral
KW Business Wire — February 10, 2025BEVERLY HILLS, Calif.--(BUSINESS WIRE)---- $KW--Kennedy Wilson, a leading global real estate investment company and one of the most active construction lenders in the country, closed over $1.4 billion in senior construction loans during Q4 2024. Kennedy Wilson's debt investment platform totaled $3.5 billion of new loans originated throughout the year for real estate projects that are on track to deliver over 12,000 multifamily and student housing units. Highlights from the quarter include: Senior Const.
Integrating adjacent workflows across the front office to connect the full portfolio life cycle Adds technology-forward order management (OMS) and investment book of record (IBOR) capabilities NORWALK, Conn., Feb. 10, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced the acquisition of LiquidityBook for a gross purchase price of $246.5 million in cash.
Nebius Group's stock has surged over 100% in the past year, driven by its unique AI-native cloud platform and cost-effective solutions for SMBs and AI startups. The company's diversified ecosystem, including subsidiaries like Toloka AI and Avride, enhances its value proposition and creates cross-selling opportunities across multiple AI-driven industries. Strategic geographic expansion and a strong partnership with NVIDIA bolster Nebius's competitive edge, ensuring access to cutting-edge hardware and meeting growing computational demands.
CNA FINANCIAL ANNOUNCES Q4 2024 NET INCOME OF $0.07 PER SHARE AND CORE INCOME OF $1.25 PER SHARE FULL YEAR 2024 NET INCOME OF $3.52 PER SHARE AND RECORD CORE INCOME OF $4.83 PER SHARE REGULAR QUARTERLY DIVIDEND INCREASED 5% TO $0.46 PER SHARE SPECIAL DIVI — Neutral
CNA PRNewsWire — February 10, 2025Fourth Quarter Net income of $21 million, includes $290 million after-tax loss from the previously announced pension settlement transaction, versus $367 million in the prior year quarter; core income of $342 million versus $362 million in the prior year quarter. P&C core income of $451 million versus $434 million, reflects higher investment income and higher underlying underwriting income partially offset by higher catastrophe losses.
Upsource by Solutions and Cognizant join forces to elevate Business Process Outsourcing in Saudi Arabia — Neutral
CTSH PRNewsWire — February 10, 2025Alliance will focus on providing advanced AI and automation technologies to enhance efficiency for enterprises building out their operations in the region RIYADH, Saudi Arabia , Feb. 10, 2025 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) announced today a three-year strategic partnership with Upsource by Solutions, a distinguished business process outsourcing (BPO) company in Saudi Arabia. This collaboration brings Upsource by Solutions local expertise alongside Cognizant's global reach to enhance operational efficiencies and strive for exceptional customer satisfaction for clients in the area.
CLEAR is Under Construction in Epic Toolbox to Streamline Patient Experiences in Healthcare — Neutral
YOU GlobeNewsWire — February 10, 2025Out-of-the-box integration will unlock a reusable, connected health identity that simplifies patient identity verification and enhances security of sensitive health information
WILMINGTON, N.C., Feb. 10, 2025 (GLOBE NEWSWIRE) -- nCino, Inc. (NASDAQ: NCNO), the leading provider of intelligent, best-in-class banking solutions, today announced that it has appointed Justin Nyweide to its Board of Directors, effective immediately. Mr. Nyweide will serve on the Board's Audit Committee.