Insperity, Inc. (NYSE:NSP ) Q4 2024 Earnings Conference Call February 10, 2025 8:30 AM ET Company Participants Paul Sarvadi - Chairman & CEO Jim Allison - EVP, CFO & Treasurer Conference Call Participants Mark Marcon - Baird Jeff Martin - Roth Capital Partners Jasper Beaumont - Truist Andrew Nicholas - William Blair Andrew Polkowitz - JP Morgan Operator Good morning, my name is Jenny, I will be your conference operator today. I would like to welcome everyone to the Insperity fourth quarter 2024 earnings conference call.

FY25 capex projections show Amazon at ~$105B, Meta ~$63B, Alphabet ~$75B, and MSFT ~$85B—all funneling massive investments into AI data centers that reinforce the US compute cluster moat. DeepSeek-R1's efficient training (V3 cost: ~$5.58M) underscores algorithmic gains, yet Top500 data (US: 55.3% performance share vs. China's 2.7%) confirms that US compute clusters remain a dominant strategic asset. A ~50% one-year return target positions Nvidia Corporation stock attractively, though evolving efficient training architectures may temper long-term GPU demand—warranting ongoing vigilance for NVDA.

The mean of analysts' price targets for Allurion Technologies, Inc. (ALUR) points to a 374.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The consensus price target hints at a 25.3% upside potential for Nextracker (NXT). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

The mean of analysts' price targets for Archer Aviation (ACHR) points to a 25.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

BSX, ENVA and CFR made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 10, 2025.

An improving economy, steepening of the yield curve, and improved investment banking and trading operations have been helping bank ETFs lately.

Huntsman (HUN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Noble Corporation PLC (NE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Now that the first quarter of 2025 is underway, investors across the board are probably looking to find the best ideas to get their portfolios started on the right foot. This way, they can have not only the momentum but also the liquidity necessary to chase the growth plays that will become available in later months.

It's been a bumpy start to 2025 for bitcoin and the broader cryptocurrency universe. Amid soaring optimism that this year could be a tipping point for bitcoin and other digital currencies, trade tariffs and indications inflation remains are among the factors weighing on risk assets.

Coles Supermarkets is the first retailer in the Asia Pacific region to deploy Caper Carts, Instacart's AI-powered smart trolleys SAN FRANCISCO and MELBOURNE, Australia , Feb. 10, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, and Coles Supermarkets (ASX: COL), one of Australia's leading retailers, today announced the rollout of Caper Carts, Instacart's AI-powered smart trolleys, at its Richmond Traders location in Melbourne. Customers can now shop smarter, bag as they shop, and pay directly on the Coles Smart Trolley for a seamless in-store shopping experience.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Atara Biotherapeutics, Inc. ("Atara" or "the Company") (NASDAQ:ATRA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against ESSA Pharma Inc. ("ESSA" or "the Company") (NASDAQ:EPIX) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between December 12, 2023 and October 31, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before March 25, 2025.

Trading Under New Ticker of “EXOZ” Expected to Begin February 12, 2025 Trading Under New Ticker of “EXOZ” Expected to Begin February 12, 2025

WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, announced the addition of a new team of experienced Wealth Advisory professionals to support its growing presence in Bucks County, Pennsylvania. Joining from Truist Wealth are Brandon McFadden as Senior Vice President and Wealth Director, Jim Fisher and Chris Freddo, as Senior Vice Presidents and Senior Investment Advisors, and Heather Weinhold as Senior Financial Associate. McFa.

PORTLAND, Ore.--(BUSINESS WIRE)--Northwest Natural Holding Company (NYSE:NWN) (NW Natural Holdings) has hired Megan H. Berge as the company's deputy general counsel and corporate secretary, and general counsel of NW Natural Gas Company, effective March 3. Berge comes to NW Natural Holdings from the international law firm Baker Botts, where she was a partner. Her practice included extensive rulemaking and advocacy work related to federal and state environmental law and civil litigation. “We are.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of CARGO Therapeutics, Inc. ("CARGO" or "the Company") (NASDAQ:CRGX) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Red Cat Holdings, Inc. ("Red Cat" or "the Company") (NASDAQ:RCAT) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Cardlytics, Inc. ("Cardlytics" or "the Company") (NASDAQ:CDLX) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between March 14, 2024 and August 7, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before March 25, 2025.