KBC Group renews collaboration with Cognizant to improve IT services and customer experience — Neutral
CTSH PRNewsWire — February 10, 2025KBC Group and Cognizant celebrate over a decade of collaboration with a renewed agreement until 2027. Cognizant will provide various IT services, focusing on quality and cost-effectiveness.

Philips, World Bank, and Ukraine Ministry of Health announce successful deployment of nationwide acute stroke care upgrade, helping thousands of patients — Neutral
PHG GlobeNewsWire — February 10, 2025February 10, 2025 Groundbreaking program that provides technology and training is reducing the impact of stroke, one of the leading causes of death and disability, by establishing an advanced nationwide acute stroke treatment network Amsterdam, the Netherlands and Kyiv, Ukraine – Royal Philips (NYSE: PHG, AEX: PHIA), a global leader in health technology, in collaboration with the World Bank and Ukraine's Ministry of Health (MOH), today announced a nationwide initiative to modernize stroke and cardiovascular care in Ukraine. The demand for stroke care in Ukraine is nearly doubling, exacerbated by war damage and displaced populations lacking access to timely care.

Gap has shown a 52% total return over the last three years. Despite revenue declines, Gap's recent quarters show year-over-year growth, with a notable increase in online sales and improved operating margins. Gap's stock remains undervalued, with forward P/E and EV/EBITDA near 2-year lows.

TSMC shares down 1.8% after earthquake leaves its mark on earnings — Negative
TSM Proactive Investors — February 10, 2025Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) shares dropped 1.8% after the company warned that first-quarter revenue would be at the lower end of its forecast due to a $161 million hit from a January earthquake in Taiwan. The world's largest contract chipmaker, which supplies Apple and Nvidia, said the quake led to wafer losses but did not cause structural damage to its factories.

Powell Industries has strong growth potential due to demand for electrical power systems in data centers, AI, cloud computing, and oil & gas sectors. Q1 2025 showed a revenue increase of 24% YoY, with EPS beating expectations, though gross margins were seasonally lower. This didn't delight the market, which seems like an overreaction. Risks include potential overestimation of growth and over-investment in manufacturing capacity, but overall, Powell remains well-positioned for future growth.

The Gap Remains An Apparel Brand Icon, Which Could Benefit From Strong U.S. Consumer Spending — Positive
GAP Seeking Alpha — February 10, 2025I recommend a buy rating on The Gap stock as it could see tailwind from 2024 holiday sales results but also a strong 2025 economy driving consumer spend on apparel. The key upsides are a strong profit margin, proven cashflow generation, declining leverage risk, and an undervalued share price. Its Athleta brand has already seen a surge in demand in FY24, and could benefit from market growth in the athletic leisurewear space.

BP is cheaper than its rivals. Now an activist investor has swooped in. — Positive
BP Market Watch — February 10, 2025BP shares surged in early trade on Monday after the activist investor Elliot was reported to have taken a significant stake in the integrated oil giant.

BP shares pop 8% after reports activist hedge fund Elliott has taken a stake in the struggling British oil major — Positive
BNO BP DBO GUSH IEO OIH OIL PXJ UCO USO XOP CNBC — February 10, 2025BP shares jumped at the market open, following weekend reports that activist investor Elliott Management has built a stake in the struggling oil major. BP stock was up 8.06% at 8:32 a.m.

Mizuho Bank: 'much more dominant' U.S. posture on oil to anchor inflation concerns — Positive
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP CNBC International TV — February 10, 2025Mizuho Bank's Vishnu Varathan talks about China's struggles to rebalance their economy while navigating Trump tariffs. He sees Trump's oil policies cementing the U.S. as an exporter, helping to anchor inflation concerns while keeping prices at a "Goldilocks" level.

Shareholders that lost money on Crocs, Inc.(CROX) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More — Neutral
CROX Accesswire — February 10, 2025NEW YORK, NY / ACCESS Newswire / February 10, 2025 / If you suffered a loss on your Crocs, Inc. (NASDAQ:CROX) 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/crocs-inc-lawsuit-submission-form?prid=128325&wire=1 or contact Joseph E. Levi, Esq.

Goldman Sachs Nasdaq-100 Core Premium Income ETF offers a 10% dividend yield with potential upside if the tech market continues to rise. GPIQ uses a covered call strategy on 25%-75% of its holdings, balancing income generation with upside potential. GPIQ has outperformed other covered call ETFs like QYLD, offering the best total return, while maintaining a high dividend yield.

Investing In Amazon: The Cloud As A Catalyst For Long-Term Profitability — Positive
AMZN Seeking Alpha — February 10, 2025Amazon's cloud computing opportunity is significant, with AWS potentially regaining market share from Microsoft Azure and Google Cloud. The market values AMZN highly due to its dominance in the cloud and the potential for further business diversification in areas like advertising. AWS remains the top cloud player due to its strong foundation and ability to "delight" customers.

BP shares hit highest since August after Elliott builds stake — Positive
BP Reuters — February 10, 2025Shares in oil major BP rose as much as 7% to their highest since August in early trade on Monday after Reuters reported Elliott Management had built a stake in the company, citing a source.

2 AI Stocks to Buy Before They Soar 300% and 110%, According to Certain Wall Street Analysts — Positive
AMD PLTR The Motley Fool — February 10, 2025Artificial intelligence (AI) has been a powerful tailwind for the stock market in recent years, but certain Wall Street analysts still see substantial upside in Palantir Technologies (PLTR -0.39%) and Advanced Micro Devices (AMD -2.36%), as follows:

TScan Therapeutics: Finding Their Footing After An Eventful ASH Meeting — Neutral
TCRX Seeking Alpha — February 10, 2025TScan Therapeutics is developing engineered T cell receptor therapies, with TSC-101 targeting HA-2 for acute leukemia, showing promising phase 1 results but potential GvHD risks. TCRX's financials are strong, with $133.1 million in cash and equivalents, funding operations into Q4 2026, despite high clinical development costs. The market undervalues TCRX stock, trading at less than half its Q3 assets, presenting an opportunity amid current biotech pessimism.

Intchains Group Limited to Report Unaudited Fourth Quarter and Full Year 2024 Financial Results on Friday, February 27, 2025 — Neutral
ICG GlobeNewsWire — February 10, 2025SHANGHAI, Feb. 10, 2025 (GLOBE NEWSWIRE) -- Intchains Group Limited (Nasdaq: ICG) (“we,” or the “Company”), a provider of integrated solutions consisting of efficient mining products for altcoins, and on acquiring and holding ETH-based cryptocurrencies as its long-term asset reserve to support its Web3 industry development initiatives including actively developing Web3-based applications, today announced it will release its unaudited financial results for the fourth quarter and full year of 2024 ended December 31, 2024.

BP attracts interest from activist investor Elliott — Negative
BP Proactive Investors — February 10, 2025BP PLC has attracted the interest of aggressive activist investor Elliott Investment Management ahead of a strategy announcement later this month. Elliott, led by Paul Singer, has built up what Bloomberg reported is a "significant stake" in the oil supermajor.

Uber's Best Days Are Yet To Come - Here's Why It's A Strong Buy (Rating Upgrade) — Positive
UBER Seeking Alpha — February 10, 2025Uber's stock has risen 24.5% since my last analysis, and despite a mixed Q4, it remains undervalued with significant upside potential. Bill Ackman's endorsement of Uber as a top-tier, well-managed company adds credibility and positive sentiment, reinforcing my strong buy rating. Uber's robust business model, scale, and network effects provide a competitive edge, with promising growth in gross bookings, active users, and trip volumes.

Enterprise Products Partners: Plenty Of Options To Grow Free Cash Flow — Positive
EPD Seeking Alpha — February 10, 2025The hopeful prospects of SPOT have dimmed after management commentary in the recent earnings conference call. I don't see this as a challenge to EPD's long-term growth. The opportunity set in the Delaware basin may prove to be a better use of capital for investors.

Apple: Forget Q1 Results - Here's What Really Matters — Positive
AAPL Seeking Alpha — February 10, 2025Apple delivered record revenue in Q1 with strong services growth, offsetting challenges in its iPhone segment from a weaker Chinese market. We remain cautiously optimistic about Apple's medium-term prospects, anticipating product refreshes and innovation breakthroughs to drive growth through to FY28 and beyond. Apple's product roadmap includes exciting developments like the new iPhone SE 4, a potential flip phone, and advanced wearable technologies, which we anticipate to catalyze a bigger upgrade cycle.
