Note: Cisco's fiscal year 2024 ended on July 27, 2024.

Apple Q1 Reinforces My Sell Thesis, But With One Massive Caveat — Positive
AAPL Seeking Alpha — February 14, 2025Apple's Q1 2025 report shows underwhelming performance, with only 4% YoY growth, causing investors to question the bullish outlook on the stock. Despite a 10% EPS growth, AAPL's financial engineering, particularly in controlling OpEx, raises doubts about its long-term growth sustainability. Revenue slowdowns are making it harder for the Company to post strong YoY operating margins, revealing weaknesses in its growth strategy.

Wall Street sets Coca-Cola stock price for the next 12 months — Negative
KO Finbold — February 14, 2025On Tuesday, February 11, the Coca-Cola Company (NYSE: KO) released its Q4 and full-year 2024 results, showing 14% organic revenue growth despite currency headwinds and regional market pressures.

Estée Lauder (EL 0.93%)is experiencing slower growth as the industry faces headwinds.

Portland General Electric announces 2024 financial results and initiates 2025 earnings guidance — Neutral
POR PRNewsWire — February 14, 2025Full-year 2024 GAAP financial results of $3.01 per diluted share; full-year 2024 non-GAAP adjusted financial results of $3.14 per diluted share Initiating 2025 adjusted earnings guidance of $3.13 to $3.33 per diluted share and reaffirming 5% to 7% long-term earnings per share growth using a base of $3.08 per diluted share, the mid-point of original 2024 adjusted earnings guidance PORTLAND, Ore. , Feb. 14, 2025 /PRNewswire/ -- Portland General Electric Company (NYSE: POR) today reported net income based on generally accepted accounting principles (GAAP) of $313 million, or $3.01 per diluted share, for the year ended December 31, 2024, which …

Magna Announces Fourth Quarter 2024 Results and 2025 Outlook — Neutral
MGA GlobeNewsWire — February 14, 2025Fourth Quarter 2024 Highlights Sales increased 2% to $10.6 billion, in-line with global light vehicle production Diluted earnings per share of $0.71 and Adjusted diluted earnings per share of $1.69, compared to $0.94 and $1.33, respectively Generated $1.9 billion in cash from operating activities Returned $335 million to shareholders through dividends and share repurchases Raised quarterly cash dividend to $0.485 per share, marking our 15th consecutive year of fourth quarter increases Outlook Highlights 2025 Sales expected to be between $38.6 billion and $40.2 billion, mainly reflecting negative impacts of foreign currency translation, lower light vehicle production and end of production …

Nvidia Stock Investors Just Got Great News From TSMC — Negative
NVDA The Motley Fool — February 14, 2025Good news has been difficult to come by for Nvidia (NVDA 3.16%) investors lately, which is evident from the roughly 10% decline in the company's stock price in the past three months.

Alibaba shares soar on reports of potential Xi meeting with Jack Ma — Positive
BABA TechXplore — February 14, 2025Alibaba shares soared by more than six percent on Friday following reports that Chinese President Xi Jinping was poised to meet with the tech juggernaut's co-founder Jack Ma.

Here's How Generative AI Factors Into Amazon's Plan for Growth — Neutral
AMZN The Motley Fool — February 14, 2025Amazon (AMZN 0.63%) ranks among the greatest growth stories in the stock market. Jeff Bezos founded the company in his garage in 1994 as an online bookseller.

Billionaire David Tepper of Appaloosa Is Buying Shares of Nvidia and Dumping a Key Artificial Intelligence (AI) Rival — Negative
NVDA The Motley Fool — February 14, 2025You might not realize it, but today (Feb. 14) marks the deadline for what can be described as the most important data release of the first quarter.

SMCY: Collecting Income From Super Micro Computer Uncertainty — Neutral
SMCI Seeking Alpha — February 14, 2025The YieldMax SMCI Option Income Strategy ETF launched in September 2024, tracking Super Micro Computer, with a current AUM of approximately $112M. SMCY offers an estimated annual dividend yield of over 97%, generated from an underlying synthetic option strategy against SMCI. Investors can use SMCY as a way to capitalize on SMCI's price volatility and uncertainty; timing entry when SMCI stabilizes could make SMCY more attractive.

Best Income Stocks to Buy for February 14th — Positive
PAHC Zacks Investment Research — February 14, 2025PAHC made it to the Zacks Rank #1 (Strong Buy) income stocks list on February 14, 2025.

Super Micro Computer (SMCI 6.55%) updated investors with preliminary results that relieved some concerns.

Alphabet's Revenue Miss in Q4 Isn't the Only Reason Investors Should Be Concerned About the Stock — Negative
GOOG GOOGL The Motley Fool — February 14, 2025Shares of Alphabet (GOOG 1.32%) (GOOGL 1.38%) have been falling in recent days after the company released its earnings numbers. Investors are bearish on the tech giant after it missed expectations for revenue.

The Zacks Analyst Blog Radian Group, Urban Edge Properties and Middlefield Banc — Neutral
MBCN RDN UE Zacks Investment Research — February 14, 2025Chicago, IL – February 14, 2025 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets.

Alphabet Q4: Mixed Results And A Buying Opportunity — Positive
GOOG GOOGL Seeking Alpha — February 14, 2025I recommend buying Alphabet shares after 4Q24 earnings, despite mixed results, due to strong YouTube performance and fair valuation. Alphabet's net revenue of $96.47 billion fell short of expectations, with the cloud business underperforming but search and YouTube ad revenue showing strength. Concerns exist over high CapEx investments in AI, but cost control and a 25% upside potential make Alphabet a compelling buy.

Vertex Pharmaceuticals Gets a Huge FDA Approval Which Could Send the Stock Skyrocketing — Positive
VRTX The Motley Fool — February 14, 2025Obtaining approval from the U.S. Food and Drug Administration (FDA) for a key medication can be a huge catalyst for a healthcare stock. It opens up new growth opportunities for the business.

With reference to Article 19(3) of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (Market Abuse Regulations), ArcelorMittal announces that notification of share transaction by a Designated Person (i.e. Directors or Executive Officers) is available in the Luxembourg Stock Exchange's electronic database OAM on www.bourse.lu and on ArcelorMittal's web site www.arcelormittal.com under Investors > Share Transactions by Management: https://corporate.arcelormittal.com/investors/corporate-governance/share-transactions-by-management

Palantir Technologies (PLTR 0.44%) stock is off to a remarkable start in 2025, rising more than 54% as of this writing on account of the company's accelerating growth and fast-improving revenue pipeline that points toward a bright future.

Warren Buffett Owns 1 Vanguard Index Fund, and It Could Soar 147%, According to a Top Wall Street Analyst — Positive
VOO The Motley Fool — February 14, 2025Warren Buffett, the CEO of Berkshire Hathaway, oversees a $298 billion portfolio of publicly traded stocks and securities, besides numerous wholly owned subsidiaries. Berkshire is also sitting on $325 billion in cash, which Buffett and his team can invest in new opportunities when they arise.
