New switches with embedded AMD Pensando DPUs are highly adaptive and scalable for AI demands—enabling enterprises to add services as needs evolve News Summary Cisco announces the Cisco N9300 Series Smart Switches with a new class of intelligent networking silicon alongside embedded DPUs, reimagining AI data center designs. Cisco Hypershield will be offered as the first service available embedded on the new switches; narrowing the gap between security and networking layers by converging them into a single solution.

image for news Cisco Redefines Data Center Architecture with New Smart Switches, Embedding Services Directly into the Network

Novartis to buy Anthos Therapeutics in $3.1bn deal — Positive

NVS   Proactive Investors — February 11, 2025

Novartis AG (ADR) (NYSE:NVS) has agreed to buy Anthos Therapeutics in a deal worth up to $3.1 billion. The Swiss drugmaker will pay $925 million upfront, with potential milestone payments of $2.15 billion.

image for news Novartis to buy Anthos Therapeutics in $3.1bn deal

The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index moved to the “Neutral” zone on Monday.

image for news Nasdaq Gains 1% As Nvidia, Broadcom Surge: Investor Sentiment Improves, Fear & Greed Index Moves To 'Neutral' Zone

Shopify Inc. SHOP will release its fourth-quarter financial results, before the opening bell, on Tuesday, Feb. 11, 2025.

image for news Shopify Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

Sinch Partners with Aduna to Advance Global Network API Solutions — Neutral

ERIC   PRNewsWire — February 11, 2025

Partnership expands enterprise access to secure, scalable mobile network capabilities, driving innovation in digital services. STOCKHOLM , Feb. 11, 2025 /PRNewswire/ -- Sinch (Sinch AB (publ)) – (XSTO: SINCH), which is pioneering the way the world communicates through its digital Customer Communications Cloud today announced a strategic partnership with Aduna, a new venture formed by Ericsson (NASDAQ: ERIC) and some of the world's leading telecom operators.

image for news Sinch Partners with Aduna to Advance Global Network API Solutions

NVR, Inc.: A Rare Opportunity To Buy A Wonderful Company — Positive

NVR   Seeking Alpha — February 11, 2025

NVR, Inc. has a unique, low-debt business model that reduces risk during economic downturns, differentiating it from other homebuilders. The company only buys land when there's a confirmed buyer, minimizing financial exposure and capital expenditure. NVR's cost-plus contract model allows it to operate with less capital, enhancing its financial stability and operational efficiency.

image for news NVR, Inc.: A Rare Opportunity To Buy A Wonderful Company

Amazon Is Supercharging Its AI Strategy — Negative

AMZN   Seeking Alpha — February 11, 2025

Amazon shares faced pressure following q4'24 earnings due to lower-than-expected AWS growth. However, management anticipates stronger performance in e2h25 as more capacity comes online. Amazon's focus on cost optimization, enhanced delivery, and robotics aims to improve operational efficiency and margins across its store and fulfillment segments. AWS growth is constrained by compute capacity; management is planning to push eFY25 capital investments to $100b+ in AI infrastructure to drive future growth.

image for news Amazon Is Supercharging Its AI Strategy

Diversified Energy Company confirms it saw durable production and cash flow in 2024 — Positive

DEC   Proactive Investors — February 11, 2025

Diversified Energy Company PLC (LSE:DEC, NYSE:DEC) gave its trading update on what it described as a "solid” 2024, ahead of reporting financial results in March. The detailed update highlighted stable production, strong cash flow, and the firm's continuing expansion through acquisitions.

image for news Diversified Energy Company confirms it saw durable production and cash flow in 2024

Gilead Sciences: Diversification Strategy Not Derisked Enough Yet — Neutral

GILD   Seeking Alpha — February 11, 2025

Gilead Sciences: Diversification Strategy Not Derisked Enough Yet

image for news Gilead Sciences: Diversification Strategy Not Derisked Enough Yet

— Technology leaders explore research partnership to advance next-generation AI computing architectures — — Technology leaders explore research partnership to advance next-generation AI computing architectures —

image for news AMD and the Commissariat à l'énergie atomique et aux énergies alternatives (CEA) to Collaborate on the Future of AI Compute

D-Wave's Alan Baratz says the company will be the first quantum pure-play to achieve profitability.

image for news D-Wave Quantum Is Poised to Dominate the Quantum Computing Sector. Just Ask Its CEO.

Alphabet: Why The Google Cloud Selloff Has A Silver Lining (Rating Upgrade) — Positive

GOOG  GOOGL   Seeking Alpha — February 11, 2025

Alphabet delivered a record Q4 with revenue reaching an all-time high of $96.47 billion, driven by robust growth in Google Search, YouTube, and Google Cloud. Google Cloud missed consensus estimates despite the 30.1% growth recorded, but this was due to supply constraints rather than weak demand, thereby signalling a positive long-term outlook. Margins showed healthy improvements, as operating margin expanded by a whopping 4.7% to 32.1%, supported by Cloud's increasing profitability and portion of total revenue.

image for news Alphabet: Why The Google Cloud Selloff Has A Silver Lining (Rating Upgrade)

NEW YORK, NY / ACCESS Newswire / February 11, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Pliant Therapeutics, Inc. ("Pliant Therapeutics, Inc.") (NASDAQ:PLRX) concerning possible violations of federal securities laws. On February 7, 2025, Pliant announced that following a prespecified data review and recommendations by the trial's independent Data Safety Monitoring Board, it had voluntarily paused enrollment and dosing in the ongoing BEACON-IPF Phase 2b trial of bexotegrast in patients with idiopathic pulmonary fibrosis.

image for news PLRX STOCK ALERT: Levi & Korsinsky Notifies Pliant Therapeutics, Inc. Investors of an Ongoing Investigation

Adapting To Change: Getty Realty And The EV Transition — Positive

GTY   Seeking Alpha — February 11, 2025

Getty Realty Corp. generates most of its revenue from leasing properties to fuel stations, a sector that needs to adapt to rising EV adoption and improved fuel efficiency. GTY's lack of DC Fast Charging stations means missing out on potential revenue from charging and associated spend of EV drivers at co-located convenience stores/QSRs. Despite minimal exposure to California, geographic diversification does not shield GTY from the EV transition. We see significant YoY growth in new EV registrations across key states of its portfolio.

image for news Adapting To Change: Getty Realty And The EV Transition

NEW 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=128667&wire=1 or contact Joseph E. Levi, Esq.

image for news Integral Ad Science Holding Corp. Securities Fraud Class Action Lawsuit Pending: Contact Levi & Korsinsky Before March 31, 2025 to Discuss Your Rights - IAS

NEW YORK, NY / ACCESS Newswire / February 11, 2025 / If you suffered a loss on your Applied Therapeutics, Inc. (NASDAQ:APLT) 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/applied-therapeutics-inc-lawsuit-submission-form?prid=128668&wire=1 or contact Joseph E. Levi, Esq.

image for news Applied Therapeutics, Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky for More Information - APLT

NEW YORK, NY / ACCESS Newswire / February 11, 2025 / If you suffered a loss on your MGP Ingredients, Inc. (NASDAQ:MGPI) 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/mgp-ingredients-inc-lawsuit-submission-form?prid=128669&wire=1 or contact Joseph E. Levi, Esq.

image for news Lost Money on MGP Ingredients, Inc.(MGPI)? Join Class Action Suit Seeking Recovery - Contact Levi & Korsinsky

NEW YORK, NY / ACCESS Newswire / February 11, 2025 / If you suffered a loss on your Cardlytics, Inc. (NASDAQ:CDLX) 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/cardlytics-lawsuit-submission-form?prid=128670&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Announces the Filing of a Securities Class Action on Behalf of Cardlytics, Inc.(CDLX) Shareholders

NEW YORK, NY / ACCESS Newswire / February 11, 2025 / If you suffered a loss on your ESSA Pharma Inc. (NASDAQ:EPIX) 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/essa-pharma-inc-lawsuit-submission-form?prid=128663&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of March 25, 2025 in ESSA Pharma Inc. Lawsuit - EPIX

NEW YORK, NY / ACCESS Newswire / February 11, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Venture Global, Inc. ("Venture Global, Inc.") (NYSE:VG) concerning possible violations of federal securities laws. Venture Global conducted its initial public offering of 70 million shares priced at $25.00 per share on or around January 24, 2025.

image for news Venture Global, Inc. Investigation Ongoing: Contact Levi & Korsinsky to Discuss Your Rights - VG