Telephone and Data Systems Q4 Earnings Beat Despite Lower Revenues — Neutral
TDS Zacks Investment Research — February 24, 2025Weakness in the U.S. Cellular vertical affects TDS' revenue growth in the fourth quarter. Growth in fixed wireless portfolio and cost discipline are tailwinds.

Zai Lab Limited (ZLAB) Surges 9.0%: Is This an Indication of Further Gains? — Positive
ZLAB Zacks Investment Research — February 24, 2025Zai Lab Limited (ZLAB) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Microsoft Cancels Some Data Center Leases, Raises Questions on AI Expansion Strategy — Negative
MSFT Benzinga — February 24, 2025Microsoft Corp MSFT has begun canceling leases for significant data center capacity in the U.S., possibly signifying AI computing overcapacity.

Steel Dynamics: Trump Trade With Several Tailwinds — Positive
STLD Seeking Alpha — February 24, 2025The reshoring of industrial capacity from China to the US, driven by tariffs, will benefit US steelmakers like Steel Dynamics. Steel Dynamics is well-positioned with competitive advantages in electric arc furnace technology, vertical integration, and value-added products. Strategic investments in new steel and aluminum mills are expected to significantly boost Steel Dynamics' EBITDA by $1.2 billion.

Owens Corning Stock Drops as Firm Warns of Slowdown Ahead — Negative
OC Investopedia — February 24, 2025Owens Corning (OC) shares fell 4% Monday as the maker of insulation and other building materials saw a drop in demand for its legacy products and warned of business headwinds in both North America and Europe.

Palliser Capital Responds to Rio Tinto's Disenfranchisement of the Company's Australian Shareholders in the Unification Debate — Neutral
RIO Business Wire — February 24, 2025LONDON--(BUSINESS WIRE)--Palliser Capital (“Palliser”) today published a letter to Rio Tinto's Board in its ongoing battle for an independent, comprehensive and transparent review of the Board's anomalous conclusion to retain its dual listed company (“DLC”) structure. The letter questions the Board's obtuse decision to recommend against the shareholder resolution Palliser co-filed requiring that review, when the process requested is entirely in line with best practices for a matter of such crit.

Apple pledges $500B toward US economy, will add 20K jobs as Trump tariffs loom — Neutral
AAPL New York Post — February 24, 2025Apple said Monday it would “spend and invest” $500 billion toward the US economy – a move that comes as the Tim Cook-led tech giant looks to dodge the impact of President Trump's trade tariffs.

Bilibili: From Profitability Milestone To Potential Re-Rating — Positive
BILI Seeking Alpha — February 24, 2025Bilibili reported its first-ever quarterly profit, driven by strong financial and operating metrics, suggesting a potential inflection point for the company's fundamentals. The company's niche focus on Gen-Z and younger users, along with improved ad efficiency and gaming revenue growth, underscores its strong ecosystem and stickiness. Valuation could revert to historical mean; if BILI trades at 2.5x forward EV/Revenue, shares could see a 42% upside to $31/share.

Shares of pizza company Domino's Pizza (DPZ -3.94%) dropped on Monday morning after the company reported its completed financial results for 2024. As of 10:15 a.m.

EOG Resources Poised to Report Q4 Earnings: Here's What You Need to Know — Negative
EOG Zacks Investment Research — February 24, 2025The softening of natural gas prices amid high storage levels and sluggish LNG demand is likely to have affected EOG's performance in the fourth quarter.

ILMN Stock Might Rise From Collaboration With Broad Clinical Labs — Positive
ILMN Zacks Investment Research — February 24, 2025Illumina Collaborates with Broad Clinical Labs to set the standard for scalable single-cell research and accelerate discovery in areas such as disease modeling and drug development.

4 Top School Stocks in a Promising Education Landscape — Positive
ATGE LAUR PRDO STRA Zacks Investment Research — February 24, 2025A focus on non-traditional education models, innovative teaching platforms, corporate partnerships and demand for healthcare professionals are likely to open up opportunities for ATGE, LAUR, STRA and PRDO.

ASTS Skyrockets 795% in a Year: Should You Join the Bandwagon? — Positive
ASTS Zacks Investment Research — February 24, 2025Access to premium mid-band spectrum assets is likely to help ASTS bridge the digital divide more effectively by providing ubiquitous connectivity.

Wind River Supports Intel Xeon 6 Processors Designed to Power Advanced AI for the Most Demanding Cloud and Edge Environments — Neutral
INTC Business Wire — February 24, 2025ALAMEDA, Calif.--(BUSINESS WIRE)-- #5G--Wind River®, a global leader in delivering software for the intelligent edge, today announced Wind River Studio Operator support for the Intel® Xeon® 6 SoC. Designed for the most demanding cloud and edge workloads, the Intel Xeon 6 SoCs enable advanced AI RAN support with built-in acceleration engines for vRAN and media workloads at the edge. A demonstration showcasing the power of Studio Operator running on Intel's new chipset will be featured at Mobile World.

Options Trades: TSLA Update on FSD, MSFT Multi-month Lows — Positive
MSFT TSLA Schwab Network — February 24, 2025Shares of Tesla (TSLA) were volatile to begin the week as investors react to news that its Full-Self Driving (FSD) features will roll out in China. Meanwhile, Microsoft (MSFT) will reportedly cut back leases to its A.I.

Starbucks announces significant layoffs under CEO's turnaround plan — Negative
SBUX Proactive Investors — February 24, 2025Starbucks Corp (NASDAQ:SBUX, ETR:SRB) is laying off approximately 1,000 corporate employees as part of its new CEO Brian Niccol's turnaround plan. “Our intent is to operate more efficiently, increase accountability, reduce complexity and drive better integration,” Niccol wrote in a letter to staff.

Ingevity's Q4 Earnings Beat Estimates, Revenues Down Y/Y — Positive
NGVT Zacks Investment Research — February 24, 2025NGVT's top line declines year over year in the fourth quarter due to the repositioning of the Performance Chemicals segment.

What Should Investors Expect From Steven Madden Ahead of Q4 Earnings? — Positive
SHOO Zacks Investment Research — February 24, 2025SHOO's fourth-quarter results are expected to benefit from DTC expansion, supported by strategic initiatives and digital advancements.

RIGL Stock Surges 41.4% in a Year: Time to Buy or Sell? — Positive
RIGL Zacks Investment Research — February 24, 2025Rigel Pharmaceuticals has put up a strong performance in 2024 and should maintain momentum in 2025. We believe there is more room for growth.

MSI Boosts Public Safety With RapidDeploy Buyout: Stock to Gain? — Positive
MSI Zacks Investment Research — February 24, 2025The acquisition of RapidDeploy aligns with Motorola's ongoing efforts to bolster its emergency coordination solutions.
