Enterprise Bancorp has outperformed the S&P 500, driven by lower interest rates, a favorable new government, and a pending acquisition by Independent Bank. The Fed's interest rate cuts have improved Enterprise Bancorp's net interest margin, boosting earnings and indicating potential future growth if rates decrease further. Independent Bank's acquisition of Enterprise Bancorp promises enhanced geographic reach, significant earnings growth, and a low forward P/E ratio, suggesting substantial upside potential.

Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's potential to process information vastly reduces the hurdles required to compete with established banks.

Advanced Micro Devices' (AMD 0.08%) stock price dropped 6% on Feb. 5 after the chipmaker posted its fourth-quarter earnings report. Its revenue rose 24% year over year to $7.66 billion and exceeded analysts' estimates by $132 million, while its adjusted EPS grew 42% to $1.09 and matched the consensus forecast.

Angi Inc. (NASDAQ:ANGI ) Q4 2024 Earnings Conference Call February 12, 2025 8:30 AM ET Company Participants Joey Levin - Chief Executive Officer, IAC and Chairman, Angi, Inc. Jeff Kip - Chief Executive Officer, Angi Inc. Christopher Halpin - Executive Vice President, Chief Financial Officer and Chief Operating Officer Barry Diller - Senior Executive and Chairman, IAC Conference Call Participants Cory Carpenter - JPMorgan John Blackledge - TD Cowen Eric Sheridan - Goldman Sachs Jason Helfstein - Oppenheimer James Heaney - Jefferies Ross Sandler - Barclays Justin Patterson - KeyBanc Youssef Squali - Truist Securities Nick Jones - Citizens JMP …

Draftkings Inc (NASDAQ:DKNG) shares climbed almost 6% after hours as investors overlooked its near-term issues to focus on the bigger picture. The online sports betting giant reported a loss of 28 cents per share on $1.39 billion in revenue, falling short of analysts' forecasts of a 17-cent loss on $1.4 billion in sales.

As the battle for eCommerce dominance intensifies, Walmart is making strides in expanding its online presence. The retail giant has elevated its digital sales and profits, cementing eCommerce as a core element of its strategy.

The past five days of stock market trading have been whipsawed by the latest inflation report, speculation over whether or not the Fed will stand pat on interest rates, and of course, the continuing inflow of earnings reports, though the pace of those quarterly disclosures is slowing a bit.

Warren Buffett is one of the most successful investors in U.S. history. Under his control, Berkshire Hathaway shares have returned about 20% annually since 1965.

Dubai and Kyiv, February 14, 2025: VEON Ltd. (Nasdaq: VEON), a global digital operator, announces that VEON's wholly owned digital operator in Ukraine Kyivstar, together with the Come Back Alive Foundation, has jointly raised nearly UAH 107 million (USD 2.6 million) for the We Live Here 2.0 project to support demining of Ukrainian territory. The Ministry of Economy of Ukraine provided informational support for the campaign.

Many investors are drawn to Warren Buffett's investing style. Buying shares of exceptional companies at fair prices can lead to spectacular results over the long term.

Airbnb's shares surged 14% after earnings, reflecting a fair valuation at 20x forward free cash flow with 12% y/y growth expected in 2025. Heavy investments and over 500 new features aim to enhance the platform, setting Airbnb up for long-term growth beyond 2025. Despite low double-digit revenue growth, Airbnb's strong free cash flow generation and nearly 9% net cash position provide a margin of safety.

Hims & Hers Health (HIMS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

If you've been an investor for any length of time at all, you've almost certainly been encouraged to buy stock in Amazon. It doesn't just dominate the e-commerce arena, after all.

Upgraded Lumentum Holdings to strong buy due to robust 2Q25 results and strong Cloud & Networking segment momentum, driven by hyperscaler demand. LITE's revenue grew 10% y/y to $402 million, beating guidance; management forecasts further growth to $410-$425 million in 3Q25. Major AI infrastructure investments in the US and Europe bolster demand for LITE's high-speed optical transceivers, supporting my bullish outlook.

NatWest Group PLC (LSE:NWG) followed Barclays PLC (LSE:BARC) on Thursday by failing to impress investors with better-than-expected full-year numbers. Two explanations have been proffered: Profit-taking (shares in both banks enjoyed strong runs ahead of the numbers); and the outlook (falling interest rates, subdued growth).

Cathie Wood is the CEO and chief investment officer at ARK Investment Management. One feature that differentiates Wood from her peers in the wealth management industry is her appetite for more-speculative opportunities -- often assuming higher degrees of risk compared to blue chip stocks.

Brian Niccol, Starbucks' CEO, said the company is considering a large expansion in the Middle East and China. The brand will open 500 new outlets in the Middle East in the next five years, he said.

AppFolio delivered strong Q2 results, with revenue growing 19% y/y as a result of property managers shifting to higher-priced subscription tiers. The company's comprehensive software suite covers property managers, residents, and investors, ensuring a recurring revenue stream from subscription fees and payment processing. The company recently also acquired a concierge service called LiveEasy, extending its appeal toward consumers.

The energy sector is often out of favor among many investors, but suddenly comes into focus at certain moments. Left for dead during the pandemic, energy prices spiked in 2022 following the pandemic reopening and Russia's invasion of Ukraine, before subsiding.

Alan Choi, PepsiCo SVP and CFO for Asia-Pacific, discusses the company's focus on sustainability and its strategy against U.S. tariffs.