Defense shares surge on expectations of higher NATO spending as Trump seeks deal with Putin

SMCI missed revenue estimates for the Dec'24 quarter and also revenue guidance estimates for Mar'25 and FY25. But I am bullish due to a 65% growth outlook for FY26. Margin erosion is a headwind and although there are positive catalysts ahead associated with new Blackwell products, I am unsure about whether those margin boosts would be permanent. Valuations have corrected sharply closer to longer-term averages. SMCI stock trades at a ~30% premium to those averages currently, but this is justified given >60% YoY growth ahead.

COLLEGE PARK, Md.--(BUSINESS WIRE)--IonQ (NYSE: IONQ), a leader in the quantum computing and networking industries, today announced that the company will release its financial results for the quarter ended December 31, 2024, on Wednesday, February 26, 2025, after the financial markets close. IonQ will host a conference call at 4:30 PM Eastern time that same day to discuss its results and business outlook. The call will be accessible by telephone at 877-407-4018 (domestic) or 201-689-8471 (inter.

Reinforces Genpact's Leadership in AI-Powered Sustainability Highlights Genpact's commitment to driving positive environmental impact through innovative, advanced technology solutions NEW YORK , Feb. 17, 2025 /PRNewswire/ -- Genpact, a global advanced technology services and solutions company, today announced that it has been recognized as a "Sustainable Corporate of the Year" in the services vertical for the third consecutive year by Frost & Sullivan. This prestigious award underscores Genpact's commitment to environmental stewardship through innovative sustainability initiatives across its sites in Gurugram, Noida, Jaipur, and Hyderabad, which received individual leadership recognition.

On Feb. 4, Alphabet (GOOG -0.54%) (GOOGL -0.49%) reported mixed performance in the 2024 fourth quarter. Revenue was up 12% year over year to $96.5 billion, lower than the Wall Street target of $96.67 billion.

MyResource student concierge is being developed with watsonx, IBM's portfolio of AI products ARMONK, N.Y. , Feb. 17, 2025 /PRNewswire/ -- IBM (NYSE: IBM) today announced its collaboration with Penn State, consistently ranked among the top six percent of the world's universities, to build and deploy MyResource, a student concierge built with watsonx, IBM's portfolio of AI products.

NEW YORK, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your Nextracker Inc. (NASDAQ:NXT) 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/nextracker-inc-lawsuit-submission-form?prid=129990&wire=1 or contact Joseph E. Levi, Esq.

STMicroelectronics Announces Status of Common Share Repurchase Program Disclosure of Transactions in Own Shares – Period from Feb 10, 2025 to Feb 14, 2025 AMSTERDAM – February 17, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024.

A rare dividend opportunity has emerged, offering a mix of strong yield, growth, and resilience. I believe this setup is too good to ignore. Market conditions, valuation, and long-term fundamentals align to create a compelling case. This isn't just about yield - it's about lasting wealth creation. I'm positioning myself accordingly, confident in the risk-reward. These picks stand out as some of the best opportunities I've seen in years.

Bolsters its Water Quality Portfolio with UV Treatment Technology; Further Expands Offerings in Europe WALTHAM, Mass. , Feb. 17, 2025 /PRNewswire/ -- Veralto Corporation (NYSE: VLTO) (the "Company"), a global leader in essential water and product quality solutions dedicated to Safeguarding the World's Most Vital Resources™, announced the signing of a definitive agreement to acquire Austria-based Ultraviolet (UV) treatment company AQUAFIDES for approximately $20 million.

PLANO, Texas , Feb. 17, 2025 /PRNewswire/ -- Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami"), a leading cloud-based digital banking solutions provider for financial institutions in the U.S., today announced that it plans to report financial results for its fourth quarter ended December 31, 2024 on Thursday, February 27, 2025, after the market close. Alkami will host a conference call at 5:00 p.m.

World's preeminent energy conference to focus on ' Moving Ahead: Energy strategies for a complex world .' Learn more at www.ceraweek.com HOUSTON , Feb. 17, 2025 /PRNewswire/ -- The leader of the world's largest asset manager will be among the speakers at the 43rd annual CERAWeek by S&P Global, March 10-14 in Houston.

ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program.

Adds a leading producer of architectural paints in Brazil and the highly-recognized Suvinil brand to Sherwin-Williams portfolio Expands and accelerates existing profitable growth opportunity in Brazil with comprehensive product offering and extensive distribution through paint stores and regional home centers Annual sales of approximately $525 million; significant growth and operational synergy opportunities Sherwin-Williams resulting net-debt to EBITDA ratio following financing to remainin targeted range of 2.0 to 2.5 times Expected to close in the second half of 2025 subject to customary closing conditions,including Brazilian regulatory approval CLEVELAND , Feb. 17, 2025 /PRNewswire/ -- The Sherwin-Williams Company (NYSE: SHW) today announced …

TRP anticipates its 2025 comparable EBITDA to be in the range of C$10.7-C$10.9 billion, with net Capex between C$5.5 billion and C$6 billion.

SEIM follows a momentum investing strategy with a quantitative, rules-based approach, selecting stocks based on price trends, earnings growth, and analyst outlooks. While SEIM has outperformed the S&P 500 since its inception, it has underperformed compared to FDMO, which has a higher large-cap stock exposure. SEIM's higher proportion of mid-cap and small-cap stocks may result in greater downside risk compared to FDMO, especially in economic downturns.

Centrus Energy is an appealing investment with robust fundamentals, a strategic nuclear sector role, and significant long-term growth potential. The company's unique position as the only U.S. supplier of LEU for national security and HALEU for next-generation reactors underpins its strategic advantage. Despite high volatility and valuation, the stock's bullish breakout suggests a potential buy signal at $95, offering significant upside potential.

ATN International Inc. NASDAQ: ATNI owns and operates communications infrastructure in remote and underserved regions in the western U.S., Alaska, and internationally. The firm operates through a number of subsidiary companies, including Alaska Communications, Choice Wireless, Sacred Wind, and Viya.

NEW YORK, NY / ACCESS Newswire / February 17, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Semtech Corporation ("Semtech Corporation") (NASDAQ:SMTC) concerning possible violations of federal securities laws. On February 10, 2025, Semtech announced that net sales of its CopperEdge products are expected to fall below its prior floor estimate of $50 million in fiscal year 2026, citing changes in the firm's server rack architecture due to poor feedback from a key customer.

Leading execution of major program of critical transmission, distribution and generation projects in North and Central US DALLAS , Feb. 17, 2025 /PRNewswire/ -- Jacobs (NYSE: J) was selected as Program Manager and Owners Engineer to support Xcel Energy in providing customers with safe and reliable energy services at a competitive price, while meeting the specifications needed for a low-carbon future. Xcel Energy is a critical energy provider to millions of homes and businesses across eight Western and Midwestern states.