Shopify: Raising My Price Target On Accelerating Growth — Positive
SHOP Seeking Alpha — February 12, 2025Shopify's 2025 rally took a breather after the company reported Q4 results, despite a strong beat versus expectations. The company achieved 31% y/y revenue growth (accelerating 5 points sequentially) and 26% y/y GMV growth (accelerating 2 points sequentially). Shopify Pay adoption and fierce international growth continue to be major growth levers for Shopify.

WithSecure Financial Statement Release 1 January – 31 December 2024: Strong growth in Cloud Protection for Salesforce, improving profitability and cash flow, divestment of Cyber security consulting — Neutral
CRM GlobeNewsWire — February 12, 2025WithSecure Corporation, Financial Statement Release 1 January – 31 December 2024, 12 February 2025 at 8.00 EET WithSecure Financial Statement Release 1 January – 31 December 2024: Strong growth in Cloud Protection for Salesforce, improving profitability and cash flow, divestment of Cyber security consulting Highlights of October – December 2024 (“fourth quarter”) Annual Recurring Revenue (ARR)1 for Elements Cloud products and services2 increased by 6% to EUR 83.3 million (EUR 78.4 million) Elements Cloud ARR increase from previous quarter was 2% Net Revenue Retention for Elements Cloud was 99% Revenue for Elements Cloud increased by 9% to EUR 21.5 million …

HIVE Announces Quarterly Revenue of $29.2 Million, Adjusted EBITDA of $17.3 Million with an Increase in Bitcoin Holdings to 2,805 — Neutral
HIVE Newsfile Corp — February 12, 2025This news release constitutes a "designated news release" for the purposes of the Company's prospectus supplement dated October 3, 2024 to its short form base shelf prospectus dated September 11, 2024. San Antonio, Texas--(Newsfile Corp. - February 12, 2025) - HIVE Digital Technologies Ltd.

Newell: Scale And Efficiency Benefits Expected, And Very Undervalued — Positive
NWL Seeking Alpha — February 12, 2025Newell Brands' recent debt refinancing was six times oversubscribed, indicating strong investor confidence in the company's new corporate strategy and reorganization efforts. Significant reduction in restructuring expenses and gross margin expansion in 2024 suggest potential free cash flow growth and operational efficiency improvements by 2025. Despite a projected revenue decline in 2025, the market's reaction appears overblown. The stock trades at an attractive valuation relative to its future earnings potential.

Energy Transfer CapEx Deja Vu? It May Be Different This Time — Positive
ET Seeking Alpha — February 12, 2025Energy Transfer's units are down 3% despite strong FY24 performance, mainly due to concerns over a $5 billion growth CapEx guide. The company's recent M&A, while strategically sound, was a mixed bag as it was primarily funded through issuing new ET units, which, I felt, were undervalued themselves. The FY25 EBITDA guidance increase of $600 million-$1 billion is very strong, as most of the increase is organic and shows ET's strategy is working.

Lightspeed Commerce: Recent Price Pressure Creates Attractive Buying Opportunity — Positive
LSPD Seeking Alpha — February 12, 2025Despite disappointing share performance, I maintain a buy rating for Lightspeed Commerce with a 1-year target price of $18, projecting a 35% upside. LSPD's fundamentals have slightly improved, with positive quarterly operating cash flow and reduced net loss margin, signaling potential for future growth. Key growth catalysts include positive hospitality market outlook in Europe and LSPD's strategy to target high GTV customers and increase outbound sales.

Meta layoffs: workers challenge Zuckerberg's ‘low performer' justification — Negative
META Invezz — February 12, 2025Following Meta CEO Mark Zuckerberg's mid-January warning to employees about raising performance standards and cutting 5% of the workforce, recent layoffs impacting approximately 3,600 workers have generated controversy. Some affected employees are challenging the company's assertion that the cuts solely targeted low performers, claiming they received favorable performance reviews.

What To Expect From SFL Corporation's Q4 Numbers, And Beyond — Negative
SFL Seeking Alpha — February 12, 2025Concerns about SFL Corporation's future debt gearing and potential share dilution lead us to maintain a Hold stance, despite their fleet renewal efforts. The container-ship segment faces challenges with a large order book and potential lower rates, impacting SFL's conventional fuel vessels. Offshore drilling assets, particularly the "Hercules" rig, significantly contribute to revenue but face employment uncertainties, affecting Q4 income projections.

Faraday Future Hosts Event in New York City for Investment Bankers and Fund Managers, Presenting Latest Business Advancements with FF and the FX Brand — Neutral
FFIE Business Wire — February 12, 2025LOS ANGELES--(BUSINESS WIRE)--Faraday Future Intelligent Electric Inc. (Nasdaq: FFIE) (“FF”, “Faraday Future”, or the “Company”), a California-based global shared intelligent electric mobility ecosystem company, today announced that it plans to open an office in the New York Metro area to support FF's investor relations function. The Company recently hosted a private event in New York City for investment bankers and fund managers. During the event, Jerry Wang, President of FF Global Partners an.

US chip toolmaker Lam Research to invest over $1 billion in India — Positive
LRCX Reuters — February 11, 2025U.S.-based chip toolmaker company Lam Research said it will invest over 100 billion rupees ($1.2 billion) in the next few years in India's southern Karnataka state, the latest boost to the nation's plans to bolster its semiconductor ecosystem.

India's BPCL to sign optional crude deal with Petrobras for 2025-26 — Positive
PBR PBR-A Reuters — February 11, 2025India's Bharat Petroleum Corp will sign a contract with Brazil's Petrobras for optional crude imports of 6 million barrels in 2025-26, Chairman G Krishnakumar said on Wednesday at the India Energy Week conference.

Levi & Korsinsky Notifies Walgreens Boots Alliance, Inc. Investors of a Class Action Lawsuit and Upcoming Deadline - WBA — Neutral
WBA Accesswire — February 11, 2025NEW YORK CITY, NY / ACCESS Newswire / February 11, 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=128888&wire=1 or contact Joseph E. Levi, Esq.

China's Baidu to release next-generation AI model this year, CNBC reports — Positive
BIDU Reuters — February 11, 2025China's Baidu plans to release the next generation of its artificial intelligence model in the second-half of this year, CNBC reported on Wednesday, citing a source familiar with the matter.

Despite an Alibaba-Apple Boost, Here's Why Stock Investors Fear China: Bloomberg Opinion — Neutral
AAPL BABA Bloomberg Markets and Finance — February 11, 2025Alibaba is reportedly working with Apple for the rollout of bespoke AI features on its devices. It's adding fuel to a rally in Chinese tech that was sparked by the launch of DeepSeek's latest language model.

Chinese tech giant Baidu to release next-generation AI model this year as DeepSeek shakes up market — Positive
BIDU CNBC — February 11, 2025China's Baidu plans to release the next generation of its artificial intelligence model in the second half of this year, according to a source familiar with the matter. The planned update comes as Chinese companies race to develop innovative AI models to compete with OpenAI and other U.S.-based companies.

Levi & Korsinsky Announces the Filing of a Securities Class Action on Behalf of Integral Ad Science Holding Corp. (IAS) Shareholders — Neutral
IAS Accesswire — February 11, 2025NEW YORK, NY / ACCESS Newswire / February 11, 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=128887&wire=1 or contact Joseph E. Levi, Esq.

JQUA: A High-Quality ETF Poised For Long-Term Outperformance — Positive
JQUA Seeking Alpha — February 11, 2025JQUA's portfolio of nearly 300 U.S. quality stocks from the Russell 1000 index has a low expense ratio of 0.12%, making it cost-effective. The fund's methodology focuses on profitability, earnings quality, and financial risk, leading to strong quality characteristics and lower concentration risk. JQUA has outperformed the S&P 500 and Russell 1000 indices since its inception, partly due to its higher exposure to the technology sector.

Insight: Inside the collapse of Nissan and Honda's $60 billion mega deal — Negative
HMC NSANY Reuters — February 11, 2025Nissan was deep in trouble late last year when rival Honda offered a lifeline: a $60 billion tie-up that would help both Japanese automakers compete against the Chinese brands upending the car industry.

Hang Seng Index: AI Stock Surge Lifts Market as Alibaba Jumps 7.44% — Neutral
BABA FXEmpire — February 11, 2025Hang Seng rallies 2.02% as AI hype lifts tech stocks, offsetting US tariff concerns. Nikkei and ASX rise on a weaker yen and strong bank earnings.
