Meta's Bullish Rally Is Far From Over — Positive

META   Seeking Alpha — February 17, 2025

Meta stock has continued to show good bullish momentum in 2025, despite having delivered a massive bull run in 2024. The key metric to look for is the growth in the price per ad impressions, which increased by 14% YoY in the recent quarter as the company delivers more targeted ads. Meta has been able to rapidly monetize the capex on its AI infrastructure, which is why the stock is rewarded compared to Alphabet and Microsoft.

image for news Meta's Bullish Rally Is Far From Over

US Foods Holding: Rating Downgrade On Cautious FY 2025 Outlook — Negative

USFD   Seeking Alpha — February 17, 2025

I am downgrading US Foods Holding to a hold rating due to aggressive 2025 growth assumptions, particularly in independent restaurant case volumes. USFD delivered strong 4Q24 results with revenue up 6.2% y/y and adj EBITDA up 13.7% y/y, driven by strategic initiatives. Concerns arise from weakening demand in the independent restaurant category and the risk of USFD missing its FY25 guidance and consensus estimates.

image for news US Foods Holding: Rating Downgrade On Cautious FY 2025 Outlook

BHP CEO: Well-Placed for Heightened Uncertainty — Neutral

BHP   Bloomberg Markets and Finance — February 17, 2025

BHP's first-half profit fell 23% due to China's faltering economy prompting the world's biggest public miner to cut its interim dividend to an eight-year low. But CEO Mike Henry struck a positive tone saying that he's "starting to see green shoots" in China's property sector and that demand for BHP's products remains strong despite global economic and trade uncertainties.

image for news BHP CEO: Well-Placed for Heightened Uncertainty

The Trade Desk: Thesis Busted? — Negative

TTD   Seeking Alpha — February 17, 2025

The Trade Desk's stock plummeted 34.4% after missing its guidance for the first time in 33 quarters. Is this a pivotal moment at which the fundamental investment thesis for The Trade Desk is broken or not? Despite the setback, TTD remains a leader in programmatic advertising, with 2024 revenue up 26% and strong customer retention.

image for news The Trade Desk: Thesis Busted?

Astria Therapeutics: A High-Conviction Bet On HAE — Positive

ATXS   Seeking Alpha — February 17, 2025

Astria Therapeutics' strong cash position and efficient spending provide a financial runway through mid-2027, reducing dilution risk and supporting pivotal trials for navenibart and STAR-0310. Navenibart, targeting hereditary angioedema, shows promising Phase 1b/2 data with a 90-95% reduction in attack rates, positioning it as a potential best-in-class treatment. STAR-0310, aimed at atopic dermatitis, leverages OX40 inhibition and YTE half-life extension technology, though it faces stiff competition and must prove differentiation.

image for news Astria Therapeutics: A High-Conviction Bet On HAE

NEW YORK CITY, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your FTAI Aviation Ltd. (NASDAQ:FTAI) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/ftai-aviation-ltd-lawsuit-submission-form?prid=130138&wire=1 or contact Joseph E.

image for news Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of March 18, 2025 in FTAI Aviation Ltd. Lawsuit - FTAI

NEW YORK, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your Innovative Industrial Properties, Inc. (NYSE:IIPR) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/innovative-industrial-properties-inc-lawsuit-submission-form?prid=130137&wire=1 or contact Joseph E. Levi, Esq.

image for news Innovative Industrial Properties, Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky Before March 18, 2025 to Discuss Your Rights - IIPR

NEW YORK CITY, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your Capri Holdings Limited (NYSE:CPRI) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/capri-holdings-lawsuit-submission-form?prid=130139&wire=1 or contact Joseph E. Levi, Esq.

image for news Shareholders of Capri Holdings Limited Should Contact Levi & Korsinsky Before February 21, 2025 to Discuss Your Rights - CPRI

NEW YORK, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your Pacira BioSciences, Inc. (NASDAQ:PCRX) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/pacira-biosciences-inc-lawsuit-submission-form?prid=130136&wire=1 or contact Joseph E. Levi, Esq.

image for news Contact Levi & Korsinsky by March 14, 2025 Deadline to Join Class Action Against Pacira BioSciences, Inc. (PCRX)

HSBC , has laid off around 40 investment bankers in Hong Kong as part of the bank's global restructuring, according to one source with direct knowledge of the matter.

image for news HSBC cuts 40 dealmakers in Hong Kong ahead of restructuring, a source says

YETI Holdings: Initiating A 'Buy' With Strong Growth Prospects — Positive

YETI   Seeking Alpha — February 17, 2025

YETI Holdings, Inc. is a premium outdoor brand with effective growth strategies in product enrichment and international expansion, warranting a "BUY" rating with a $52 target price. Key growth drivers include expanding product lines and international revenue growth, which is outpacing US revenue and expected to reach 40-50% of total revenue. Strong recent results with 9% revenue growth, 59% gross margin, and robust cash management.

image for news YETI Holdings: Initiating A 'Buy' With Strong Growth Prospects

NEW YORK, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your Integral Ad Science Holding Corp. (NASDAQ:IAS) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/integral-ad-science-lawsuit-submission-form?prid=130132&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Announces the Filing of a Securities Class Action on Behalf of Integral Ad Science Holding Corp. (IAS) Shareholders

NEW YORK CITY, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your Crocs, Inc. (NASDAQ:CROX) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/crocs-inc-lawsuit-submission-form?prid=130134&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of March 24, 2025 in Crocs, Inc. Lawsuit - CROX

NEW YORK CITY, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your Transocean Ltd. (NYSE:RIG) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/transocean-ltd-lawsuit-submission-form?prid=130135&wire=1 or contact Joseph E.

image for news RIG LAWSUIT ALERT: Levi & Korsinsky Notifies Transocean Ltd. Investors of a Class Action Lawsuit and Upcoming Deadline

NEW YORK, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your ICON Public Limited Company (NASDAQ:ICLR) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/icon-public-limited-company-lawsuit-submission-form?prid=130133&wire=1 or contact Joseph E. Levi, Esq.

image for news April 11, 2025 Deadline: Contact Levi & Korsinsky to Join Class Action Suit Against ICLR

NEW ORLEANS, LA / ACCESS Newswire / February 17, 2025 / Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors that they have until February 21, 2025 to file lead plaintiff applications in a securities class action lawsuit against Capri Holdings Limited (the "Company") (NYSE:CPRI), if they purchased the Company's shares and/or sold Capri puts between August 10, 2023 and October 24, 2024, inclusive (the "Class Period").

image for news CAPRI HOLDINGS SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KAHN SWICK & FOTI, LLC REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Capri Holdings Limited - CPRI

NEW ORLEANS, LA / ACCESS Newswire / February 17, 2025 / Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors that they have until February 25, 2025 to file lead plaintiff applications in a securities class action lawsuit against Nextracker Inc. (the "Company") (NasdaqGS:NXT), if they purchased the Company's shares between February 1, 2024 and August 1, 2024, inclusive (the "Class Period").

image for news NEXTRACKER SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KAHN SWICK & FOTI, LLC REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Nextracker Inc. - NXT

NEW YORK, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your Grocery Outlet Holding Corp. (NASDAQ:GO) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/grocery-outlet-holding-corp-lawsuit-submission-form?prid=130131&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Announces the Filing of a Securities Class Action on Behalf of Grocery Outlet Holding Corp.(GO) Shareholders

NEW ORLEANS, LA / ACCESS Newswire / February 17, 2025 / Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors that they have until March 14, 2025 to file lead plaintiff applications in a securities class action lawsuit against Pacira BioSciences, Inc. (the "Company") (NasdaqGS:PCRX), if they purchased the Company's securities between August 2, 2023 and August 8, 2024, inclusive (the "Class Period").

image for news PACIRA BIOSCIENCES SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KAHN SWICK & FOTI, LLC REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Pacira BioSciences, Inc. - PCRX

Carvana Q4 Preview: Used Car Sales Are Booming — Positive

CVNA   Seeking Alpha — February 17, 2025

Carvana shares surged over 50% since mid-January, driven by rebounding used car sales and market dismissal of the Hindenburg short report. A renewed credit facility with Ally Bank and plateauing auto loan default rates bolster Carvana's foundation for 2025, projecting over 65% upside. Increasing return to office mandates post-COVID-19 pandemic boosts demand for reliable transportation, positioning Carvana to benefit from rising used car sales.

image for news Carvana Q4 Preview: Used Car Sales Are Booming