The artificial intelligence boom has fueled a multi-year stock market rally, but the industry is still in its early innings.

Walmart Q4 Earnings on Deck: Will Digital Strength Power Results? — Positive
WMT Zacks Investment Research — February 17, 2025WMT's Q4 results are likely to reflect gains from the company's strong omnichannel business and diversified operations.

SBA Communications Corporation to Speak at the Raymond James & Associates 46th Annual Institutional Investors Conference — Neutral
SBAC Business Wire — February 17, 2025BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Brendan Cavanagh, President and Chief Executive Officer, is scheduled to speak at the Raymond James & Associates 46th Annual Institutional Investors Conference on Monday, March 3, 2025 at 10:25am ET. The conference will be at the JW Marriott Grand Lakes in Orlando, Florida. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA.

CAKE to Post Q4 Earnings: What's in the Cards for the Stock? — Positive
CAKE Zacks Investment Research — February 17, 2025Cheesecake Factory's fiscal fourth-quarter performance is likely to have benefited from strategic pricing actions and strong off-premise performance.

Intel Corp. (NASDAQ: INTC), the huge but beaten-down chip company, could break up, ending the board's turnaround effort.

Double The Invested Capital In 7 Years With These 2 Income Picks — Positive
BIP BIPC KBDC Seeking Alpha — February 17, 2025Doubling your money is an attractive idea. The "Rule of 72" helps estimate how long it will take to double your capital with a fixed annual return rate. I discuss two investment picks, which are, in my view, very likely to produce 10%+ of annual returns going forward.

APPROACHING INVESTOR DEADLINE: Robbins Geller Rudman & Dowd LLP Announces that Transocean Ltd. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit - RIG — Neutral
RIG GlobeNewsWire — February 17, 2025SAN DIEGO, Feb. 17, 2025 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Transocean Ltd. (NYSE: RIG) securities between October 31, 2023 and September 2, 2024, both dates inclusive (the “Class Period”), have until Monday, February 24, 2025 to seek appointment as lead plaintiff of the Transocean class action lawsuit. Captioned Gábor v. Transocean Ltd., No. 24-cv-09964 (S.D.N.Y.), the Transocean class action lawsuit charges Transocean as well as certain of Transocean's top current and former executives with violations of the Securities Exchange Act of 1934.

Kessler Topaz Meltzer & Check, LLP - Class Action Announcement for ICON Public Limited Company Investors: A Securities Fraud Class Action Lawsuit Was Filed Against ICON Public Limited Company — Neutral
ICLR GlobeNewsWire — February 17, 2025RADNOR, Pa., Feb. 17, 2025 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed in the United States District Court for the Eastern District of New York against ICON Public Limited Company (“ICON”) (NASDAQ: ICLR) on behalf of all purchasers of ICON ordinary shares between July 27, 2023 and October 23, 2024, inclusive (the “Class Period”). The lead plaintiff deadline is April 11, 2025.

Airbnb Stock Surges Post Earnings: ETFs to Win — Positive
ABNB Zacks Investment Research — February 17, 2025Airbnb (ABNB) shares jumped 14.5% on Feb. 14, 2024, after the company reported fourth-quarter earnings and revenue that beat analysts' estimates.

The Rosen Law Firm, P.A. Announces Proposed Class Action Settlement on Behalf of Purchasers of Common Stock of Latch, Inc. – LTCH — Neutral
LTCH GlobeNewsWire — February 17, 2025NEW YORK, Feb. 17, 2025 (GLOBE NEWSWIRE) -- The Rosen Law Firm, P.A. announces that the United States District Court for the Southern District of New York has approved the following announcement of a proposed class action settlement that would benefit purchasers of common stock of Latch, Inc. (OTCMKTS: LTCH):

Vertiv: Dip Buying Opportunities Like These Shouldn't Be Missed — Neutral
VRT Seeking Alpha — February 17, 2025Vertiv investors saw the stock fall off the clip into an unusual bear market following the DeepSeek rout. Investors seemed to have reallocated away as the S&P 500 powers forward while VRT's momentum stagnated. Is the AI trade over? Vertiv remains steadfast about the AI infra play, and the aggressiveness of big tech's AI infra investments should provide much needed respite.

Quill & Expedia Group Announce Exciting New Partnership to Give Customers Exclusive Travel Benefit — Neutral
EXPE Business Wire — February 17, 2025LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Quill, a leading online supplier for business supplies and solutions, has partnered with Expedia Group to offer an exciting new way for customers to use Quill Rewards points on travel and adventures. “This partnership is a perfect fit with Quill's philosophy to reward every order with enhanced value,” said Mark Roszkowski, President of Quill. “We are proud to launch this partnership with Expedia Group to give our customers more ways to earn and redeem their.

Rithm Capital: Discount To Book, Yielding Over 8% And Could Appreciate With Rate Cuts — Positive
RITM Seeking Alpha — February 17, 2025Rithm Capital Corp. is trading at a discount to book value, offering a strong dividend yield of over 8%, with potential for future increases. RITM's diversified portfolio, including residential mortgages, construction loans, and asset management, positions it well for growth in a lower-rate environment. Despite risks from fluctuating interest rates and credit spreads, RITM's strategic capital deployment and profitability make it a compelling long-term investment.

Allegion, an American provider of security products for homes and businesses globally, is now an $11 billion (by market cap) security competitor. ALLE has been able to consistently generate rising revenue, profit, and dividends since its spin-off. Allegion has increased its dividend for 11 consecutive years, with a 10-year dividend growth rate of 19.6%.

JGLO: High-Quality Global ETF With Mixed Returns, Worth Watching — Positive
JGLO Seeking Alpha — February 17, 2025Actively managed JGLO favors high-quality developed world stocks with special attention paid to the U.S. It may venture into emerging markets though. JGLO had rather strong results until the end of 2024. The consequence of recent softness is that its annualized total return is much weaker than that of URTH. In the current iteration, the portfolio is heavy in U.S. and European stocks. The majority of companies are the S&P 500 constituents. Growth, value, and quality are adequately balanced.

Conagra Brands to Unveil New Innovations and Discuss Updated 2025 Outlook at CAGNY Conference — Neutral
CAG PRNewsWire — February 17, 2025Updated Fiscal 2025 Outlook Reflects Temporary Service Constraints and Impact of Foreign Exchange; Long-Term Targets Unchanged CHICAGO , Feb. 17, 2025 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) announced that its upcoming presentation at the annual Consumer Analyst Group of New York (CAGNY) Conference will detail Conagra's advantaged market position, perspective on the evolving consumer environment, and unique focus on the science of growth. Conagra will also preview a series of new innovations expected to launch in calendar year 2025 and provide detail on its updated fiscal 2025 financial guidance.

TYSONS, Va., Feb. 17, 2025 (GLOBE NEWSWIRE) -- TEGNA Inc. (NYSE: TGNA) today announced that Tom Cox is stepping into an expanded role leading the company's distribution efforts.

I believe Direxion Daily Semiconductor Bull 3X is a strong sell due to increasing competition and margin compression in the AI GPU market. Custom GPUs from companies like Google and Amazon are reducing demand for Nvidia GPUs, further compressing margins and impacting SOXL negatively. SOXL's poor tracking of the benchmark index and significant tracking errors over 1, 3, and 5-year periods highlight its inefficiency.

Airbnb's Earnings: Sky High Results, Grounded Guidance? — Positive
ABNB MarketBeat — February 17, 2025Airbnb's NASDAQ: ABNB stock price surged over 14% on February 14, 2025, following the release of their impressive Q4 2024 financial results. However, the company's cautious forward-looking guidance tempers this enthusiasm, suggesting a more complex outlook for investors.

Levi & Korsinsky Reminds Shareholders of an Investigation into The Trade Desk, Inc. (TTD) Regarding Potential Securities Fraud Allegations — Neutral
TTD Accesswire — February 17, 2025NEW YORK, NY / ACCESS Newswire / February 17, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of The Trade Desk, Inc. ("The Trade Desk") (NASDAQ:TTD) concerning possible violations of federal securities laws. The Trade Desk reported Q4 revenue of $741 million, falling well below the company's prior guidance from its November 7, 2024, earnings call, where The Trade Desk projected "at least" $756 million in revenue.Following these results, shares of The Trade Desk Inc. fell over 30%.
