Cisco Redefines Data Center Architecture with New Smart Switches, Embedding Services Directly into the Network — Neutral
CSCO PRNewsWire — February 11, 2025New 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.

Novartis to buy Anthos Therapeutics in $3.1bn deal — Positive
NVS Proactive Investors — February 11, 2025Novartis 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.

Nasdaq Gains 1% As Nvidia, Broadcom Surge: Investor Sentiment Improves, Fear & Greed Index Moves To 'Neutral' Zone — Positive
AVGO NVDA Benzinga — February 11, 2025The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index moved to the “Neutral” zone on Monday.

Shopify Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts — Neutral
SHOP Benzinga — February 11, 2025Shopify Inc. SHOP will release its fourth-quarter financial results, before the opening bell, on Tuesday, Feb. 11, 2025.

Sinch Partners with Aduna to Advance Global Network API Solutions — Neutral
ERIC PRNewsWire — February 11, 2025Partnership 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.

NVR, Inc.: A Rare Opportunity To Buy A Wonderful Company — Positive
NVR Seeking Alpha — February 11, 2025NVR, 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.

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.

Diversified Energy Company confirms it saw durable production and cash flow in 2024 — Positive
DEC Proactive Investors — February 11, 2025Diversified 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.

Gilead Sciences: Diversification Strategy Not Derisked Enough Yet — Neutral
GILD Seeking Alpha — February 11, 2025Gilead Sciences: Diversification Strategy Not Derisked Enough Yet

AMD and the Commissariat à l'énergie atomique et aux énergies alternatives (CEA) to Collaborate on the Future of AI Compute — Neutral
AMD GlobeNewsWire — February 11, 2025— Technology leaders explore research partnership to advance next-generation AI computing architectures — — Technology leaders explore research partnership to advance next-generation AI computing architectures —

D-Wave Quantum Is Poised to Dominate the Quantum Computing Sector. Just Ask Its CEO. — Positive
QBTS Barrons — February 11, 2025D-Wave's Alan Baratz says the company will be the first quantum pure-play to achieve profitability.

Alphabet: Why The Google Cloud Selloff Has A Silver Lining (Rating Upgrade) — Positive
GOOG GOOGL Seeking Alpha — February 11, 2025Alphabet 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.

PLRX STOCK ALERT: Levi & Korsinsky Notifies Pliant Therapeutics, Inc. Investors of an Ongoing Investigation — Neutral
PLRX Accesswire — February 11, 2025NEW 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.

Adapting To Change: Getty Realty And The EV Transition — Positive
GTY Seeking Alpha — February 11, 2025Getty 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.

Integral Ad Science Holding Corp. Securities Fraud Class Action Lawsuit Pending: Contact Levi & Korsinsky Before March 31, 2025 to Discuss Your Rights - IAS — 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=128667&wire=1 or contact Joseph E. Levi, Esq.

Applied Therapeutics, Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky for More Information - APLT — Neutral
APLT Accesswire — February 11, 2025NEW 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.

Lost Money on MGP Ingredients, Inc.(MGPI)? Join Class Action Suit Seeking Recovery - Contact Levi & Korsinsky — Neutral
MGPI Accesswire — February 11, 2025NEW 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.

Levi & Korsinsky Announces the Filing of a Securities Class Action on Behalf of Cardlytics, Inc.(CDLX) Shareholders — Neutral
CDLX Accesswire — February 11, 2025NEW 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.

Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of March 25, 2025 in ESSA Pharma Inc. Lawsuit - EPIX — Neutral
EPIX Accesswire — February 11, 2025NEW 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.

Venture Global, Inc. Investigation Ongoing: Contact Levi & Korsinsky to Discuss Your Rights - VG — Neutral
VG Accesswire — February 11, 2025NEW 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.
