Google reported mixed Q4 earnings, as double-digit growth and improved margins were overshadowed by a cloud revenue miss and elevated capex plans. Both the ChatGPT and the ROI worries can be answered when digging a bit deeper into less-discussed metrics like 'Paid Clicks' and 'Performance Obligations'. Long-term investors should overcome the headline panic. There are clear facts showing AI is a huge opportunity with already positive ROI, and Google Search is only growing in dominance.

image for news Alphabet: Shedding Light On The ROI Question And The ChatGPT Risk (Rating Upgrade)

Dunkin's Super Bowl ad hits Starbucks where it's already hurting — Positive

SBUX   Business Insider — February 10, 2025

Dunkin' roasted Starbucks in its Super Bowl advertisement. The ad, starring Ben and Casey Affleck, took shots at Starbucks' long wait times and over-customization.

image for news Dunkin's Super Bowl ad hits Starbucks where it's already hurting

Natural Gas and Oil Forecast: Is the Bear Market Over for Energy Prices? — Neutral

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   FXEmpire — February 10, 2025

Crude oil and natural gas prices rebound, but is it sustainable? Key technical levels and market sentiment hint at the next big move.

image for news Natural Gas and Oil Forecast: Is the Bear Market Over for Energy Prices?

InMode: Plastic Surgery Boom, Cash Flow, And Cheap — Positive

INMD   Seeking Alpha — February 10, 2025

InMode is significantly undervalued, with strong cash flow, international expansion, and investments in research and marketing driving future revenue and free cash flow growth. The company benefits from the booming non-invasive plastic surgery market, expected to grow at a 14% CAGR from 2023 to 2030. INMD's stock repurchase program and substantial investments in bonds and bank deposits are expected to boost stock price and financial stability.

image for news InMode: Plastic Surgery Boom, Cash Flow, And Cheap

Nokia names Justin Hotard as new CEO — Neutral

NOK   Reuters — February 10, 2025

Finland's Nokia on Monday said its CEO Pekka Lundmark would step down and that it had appointed Justin Hotard to take over his role.

image for news Nokia names Justin Hotard as new CEO

Nokia CorporationInside information10 February 2025 at 08:00 EET Inside information: Nokia announces a leadership transition – Justin Hotard appointed as successor to Pekka Lundmark Espoo, Finland – Nokia today announced a leadership transition. Nokia's President and Chief Executive Officer, Pekka Lundmark, has informed the Board that he will step down.

image for news Inside information: Nokia announces a leadership transition – Justin Hotard appointed as successor to Pekka Lundmark

WISeKey's WISeID Empowers Users with Digital Identity Control in a Geopolitically Uncertain World Geneva, Switzerland, February 10, 2025 –WISeKey International Holding Ltd (“WISeKey”) (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company, today announces latest suite of enhancements of WISeID, the Company's WebTrust-compliant identity management system built to protect users' digital identities and personal data. In light of current geopolitical tensions and the growing centralization of technology resources in only a few countries, it is more essential than ever for consumers to maintain control over their own digital identity.

image for news WISeKey's WISeID Empowers Users with Digital Identity Control in a Geopolitically Uncertain World

EPR Properties: Here's What Bearish Investors Seem To Be Missing — Neutral

EPR   Seeking Alpha — February 10, 2025

EPR Properties' theatre business has rebounded post-COVID, with box-office revenues recovering significantly and tenants like Regal and Cinemark restructuring their balance sheets. EPR's portfolio restructuring, including selling underperforming properties and diversifying investments, is improving its overall metrics and dividend coverage. Despite a well-covered dividend yielding over 7% and a forward P/FFO under 10x, I am shifting EPR to a 'hold'.

image for news EPR Properties: Here's What Bearish Investors Seem To Be Missing

Citibank Singapore's Audrey Ho explains how Trump's tax policy could counter tariff risks—but not without challenges, including delayed effects and congressional hurdles.

image for news S&P 500's service focused composition cushions tariff blow, but a 4-5% drop still looms: Citibank

NEW YORK, NY / ACCESS Newswire / February 10, 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=128321&wire=1 or contact Joseph E. Levi, Esq.

image for news Contact Levi & Korsinsky by March 18, 2025 Deadline to Join Class Action Against Innovative Industrial Properties, Inc.(IIPR)

NEW YORK, NY / ACCESS Newswire / February 10, 2025 / If you suffered a loss on your Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) 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/regeneron-pharmaceuticals-inc-lawsuit-submission-form?prid=128320&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of March 10, 2025 in Regeneron Lawsuit - REGN

KORU Medical Systems Has A Long Runway — Positive

KRMD   Seeking Alpha — February 10, 2025

KORU Medical Systems' stock has surged 60% since November, driven by the success of its FREEDOM System for subcutaneous immunoglobulin delivery. The SCIg market is growing rapidly, with KORU outperforming competitors by capturing market share and benefiting from trends like prefilled syringes. Strong international growth, new therapies, and product innovations are key drivers, with significant revenue from recurring patients and promising future launches.

image for news KORU Medical Systems Has A Long Runway

Kenvue: An Intriguing Turnaround — Neutral

KVUE   Seeking Alpha — February 10, 2025

Kenvue's stock has underperformed since its IPO, with disappointing guidance cuts for 2023 and 2024, and minimal growth projected for 2025. Despite recent struggles, Kenvue's strong brand portfolio, including Tylenol and Band-Aid, suggests potential for a turnaround, supported by activist investor Starboard Value. Execution issues, external factors, and potential structural changes have impacted Kenvue's performance, but improvements in marketing and management could drive future growth.

image for news Kenvue: An Intriguing Turnaround

McDonald's is about to report earnings. Here's what to expect — Negative

MCD   CNBC — February 10, 2025

McDonald's is expected to report another quarter of same-store sales declines. Traffic to the fast-food giant's U.S. restaurants fell after the Centers for Disease Control and Prevention linked its Quarter Pounder burgers to an E.

image for news McDonald's is about to report earnings. Here's what to expect

97% of CEOs plan AI integration, but only 1.7% feel fully prepared. New research highlights what's getting in the way of progress – and how CEOs plan to shift ambition into action.

image for news Cisco Study: CEOs Embrace AI, But Knowledge Gaps Threaten Strategic Decisions and Growth

SPGP: The Broadening Theme Benefits This GARP ETF — Positive

SPGP   Seeking Alpha — February 09, 2025

Investors are shifting towards value stocks, benefiting sectors like Financials, Health Care, and Materials, which supports a buy rating on SPGP. Invesco S&P 500 GARP ETF focuses on 'growth at a reasonable price,' offering a balanced approach between high-growth stocks and value stocks, with a favorable PEG ratio of 1.5. Despite volatility, SPGP has returned 6% this year, with a strong seasonal trend expected from February to July and a positive technical outlook.

image for news SPGP: The Broadening Theme Benefits This GARP ETF

Palantir: A Pivotal Quarter That Changes The Whole Outlook — Positive

PLTR   Seeking Alpha — February 09, 2025

While being the most expensive SaaS business in the market, there's a plausible narrative that Palantir may be fairly valued at a mere 30% revenue CAGR. Q4 2024 results give confidence to prior concerns of lacking customer count growth, which is a core driver of the scalability of the business. The launch and proper monetization of Palantir's AIP product, along with its bootcamp strategy, have driven accelerated revenue growth and customer scalability.

image for news Palantir: A Pivotal Quarter That Changes The Whole Outlook

Luxury goods companies starting to innovate after consumer pushback, Barclays says — Neutral

BCS   CNBC International TV — February 09, 2025

Carole Madjo, head of European luxury goods research at Barclays, weighs in on the outlook for the luxury sector as firms look for ways to respond to weaker consumer demand.

image for news Luxury goods companies starting to innovate after consumer pushback, Barclays says

NEW YORK, NY / ACCESS Newswire / February 9, 2025 / If you suffered a loss on your Walgreens Boots Alliance, Inc. (NASDAQ:WBA) 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/walgreens-boots-alliance-inc-lawsuit-submission-form-2?prid=128319&wire=1 or contact Joseph E. Levi, Esq.

image for news Shareholders that lost money on Walgreens Boots Alliance, Inc.(WBA) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More

The Ivy Portfolio allocates 20% each to domestic stocks, international stocks, intermediate bonds, commodities, and REITs, mimicking Harvard and Yale endowments. REITs offer high returns, low correlation with stocks, and psychological benefits, but they crash with markets and are tax inefficient. Most people already have significant real estate exposure, making additional REIT investments risky; a small allocation in a diversified portfolio is ideal.

image for news VNQ: REIT Discussion Reveals A Small Position Is All You Need In A Diversified Portfolio