AAPL to Invest $500B in U.S. & BABA Pours $52B into A.I. — Positive
AAPL Schwab Network — February 24, 2025Substantial investment totals into the A.I. space headline early Monday movers: Apple (AAPL) and Alibaba (BABA).

Berkshire shares rise on surge in operating earnings, but questions linger about cash — Positive
BRK-A BRK-B CNBC — February 24, 2025The conglomerate's operating profit — earnings from the company's wholly-owned businesses — skyrocketed 71% to $14.5 billion in the fourth quarter.

Bitcoin is the most sensitive asset to global liquidity, says Anthony Pompliano — Neutral
ARKB ARKW BETE BETH BITB BITC BITO BITQ BITS BITW BLKC BRRR BTCO BTCW BTF BTOP DEFI EZBC FBTC GBTC HODL IBIT SATO SPBC STCE WGMI XBTF CNBC Television — February 24, 2025Anthony Pompliano, Professional Capital Management founder and CEO, joins 'Squawk Box' to discuss the hack of cryptocurrency exchange Bybit, state of crypto, what's next for bitcoin, and more.

S&P 500, Nasdaq, Dow Brace for Earnings Storm: Nvidia, Home Depot and Salesforce in Focus — Negative
CRM HD IVV NVDA SPLG SPXL SPY SSO UPRO VOO FXEmpire — February 24, 2025Earnings week: Nvidia, Salesforce, and Home Depot lead the charge. S&P 500 Index traders brace for potential market volatility and key trading opportunities!

Robust Datacenter Growth and AI Boom to Boost NVIDIA's Q4 Earnings — Positive
NVDA Zacks Investment Research — February 24, 2025NVDA's Q4 results are likely to reflect benefits from increasing investments in generative AI across the datacenter end market.

Starbucks CEO Brian Niccol said on Monday the coffee chain has decided to eliminate 1,100 corporate roles.

GDS Holdings: AI Boom Fuels Rally, But Monetization Risks Remain (Rating Upgrade) — Positive
GDS Seeking Alpha — February 24, 2025GDS Holdings shares have surged due to bullish sentiment on China's AI sector, driven by DeepSeek's cost-effective AI model and Alibaba-Apple partnership. We upgrade GDS to Hold from Sell, citing balanced risk-reward and the need for more evidence of domestic demand stabilization. DeepSeek's AI applications and increased data center capex by major CSPs like Alibaba and Tencent could benefit GDS significantly.

Cadence: Long Term Outlook Still Strong Despite Double-Digit Drop — Neutral
CDNS MarketBeat — February 24, 2025As of the Feb. 20 close, shares of semiconductor staple Cadence Design Systems NASDAQ: CDNS have fallen significantly in 2025. The stock's 10% drop is largely due to its Q4 earnings release that revealed disappointing guidance for 2025.

Apple to Hire 20,000 in US, Invest $500 Billion — Positive
AAPL Bloomberg Markets and Finance — February 24, 2025Apple says it will hire 20,000 new workers and produce AI servers in the United States. Plans also include spending $500 billion domestically over the next four years as it seeks relief from President Donald Trump's tariffs on good imported from China.

NVDA, PLTR and SMCI Forecast – Tech Stocks a Bit Choppy in Premarket on Monday — Neutral
NVDA PLTR SMCI FXEmpire — February 24, 2025Three of the more interesting technology stocks out there are a bit choppy in the early hours of Monday, as the markets are looking to open somewhat positively overall from an index point of view.

SEC drops investigation into Robinhood crypto business, will not seek enforcement action — Positive
HOOD CNBC Television — February 24, 2025CNBC's Kate Rooney joins 'Squawk Box' to report on the latest news.

Westlake Chemical (WLK) Lags Q4 Earnings and Revenue Estimates — Negative
WLK Zacks Investment Research — February 24, 2025Westlake Chemical (WLK) came out with quarterly earnings of $0.06 per share, missing the Zacks Consensus Estimate of $1.04 per share. This compares to earnings of $0.72 per share a year ago.

NEWTON, Mass. , Feb. 24, 2025 /PRNewswire/ -- Karyopharm Therapeutics Inc. (Nasdaq: KPTI), a commercial-stage pharmaceutical company pioneering novel cancer therapies, today announced that it will implement a 1-for-15 reverse stock split of the issued shares of the Company's common stock ("Reverse Stock Split"), effective at 5:00 p.m.

SMTC INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that Semtech Corporation Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit — Neutral
SMTC GlobeNewsWire — February 24, 2025SAN DIEGO, Feb. 24, 2025 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Semtech Corporation (NASDAQ: SMTC) securities between August 27, 2024 and February 7, 2025, both dates inclusive (the “Class Period”), have until April 22, 2025 to seek appointment as lead plaintiff of the Semtech class action lawsuit. Captioned Kleovoulos v. Semtech Corporation, No. 25-cv-01474 (C.D. Cal.), the Semtech class action lawsuit charges Semtech and certain of Semtech's top executives with violations of the Securities Exchange Act of 1934.

N2OFF and Solterra Announce the Closing of a Definitive Agreement to Develop 196 MWp Battery Storage Projects in Italy — Neutral
NITO GlobeNewsWire — February 24, 2025CURRENTLY N2OFF IS COMMITTED TO invest up to € 4.4 million in projects located in Germany and Italy for total capacity of over 300 MW

BAB: Taxable Munis Offering Some Value In 2025 (Rating Upgrade) — Positive
BAB Seeking Alpha — February 24, 2025Evaluating Invesco Taxable Municipal Bond ETF (BAB) as a "buy" due to its quality yield and relative value in a volatile equity market. Historically lukewarm on BAB, but current market conditions and equity volatility make it a more attractive investment for 2025 and beyond. BAB offers a passive investment approach, contrasting with leveraged CEFs, and tracks US dollar-denominated taxable municipal debt.

Bio-Techne Stock Set to Benefit From Expansion of RNAscope Menu — Positive
TECH Zacks Investment Research — February 24, 2025TECH unveils the RNAscope Probes menu for human and mouse transcriptome to advance spatial biology.

Silynxcom Announces Successful Delivery of Enhanced Systems with Innovative New Tactical Communication Capability to Elite IDF Special Forces Unit — Neutral
SYNX GlobeNewsWire — February 24, 2025Successful field validation of Silynxcom's enhanced tactical communication systems by elite special forces unit marks significant milestone as the Company enhances its offering; initial customer interest in the new feature demonstrates potential market demand, following exceptional positive feedback from operational use

PFFA: Dividend And NAV To Improve (Rating Upgrade) — Positive
PFFA Seeking Alpha — February 24, 2025Virtus InfraCap U.S. Preferred Stock ETF (PFFA) is an actively managed income ETF focusing on preferred stocks. I initially declined to rate PFFA Buy due to limited upside and leverage risks but believe the general picture improved. Rate cuts have since been inaugurated by the Fed, which should help PFFA's income and NAV going forward.

Tesla gearing up for a pivotal year. But just how will it shake out? — Neutral
TSLA Proactive Investors — February 24, 2025Tesla Inc (NASDAQ:TSLA) is gearing up for a pivotal few months, with new vehicle launches, advancements in autonomous driving, and CEO Elon Musk's growing involvement in external ventures stirring debate. The electric vehicle maker's stock has had a bumpy start to 2025, following a post-election surge in November.
