United States Steel: The Turnaround Story Is Gaining Momentum — Positive

X   Seeking Alpha — February 12, 2025

Following recent developments, U.S. Steel's stock appears to be in a good spot to attract investors' attention in 2025. In spite of certain short-term risks, the probability of U.S. Steel outperforming its Cleveland-based peer is quite high. The turnaround story deserves attention as asset turnover and margins improvements could have a profound impact on the current multiple.

image for news United States Steel: The Turnaround Story Is Gaining Momentum

NEW YORK, NY / ACCESS Newswire / February 12, 2025 / If you suffered a loss on your Neumora Therapeutics, Inc. (NASDAQ:NMRA) 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/neumora-therapeutics-inc-lawsuit-submission-form?prid=129155&wire=1 or contact Joseph E. Levi, Esq.

image for news Class Action Filed Against Neumora Therapeutics, Inc. (NMRA) - April 7, 2025 Deadline to Join - Contact Levi & Korsinsky

What CPI Is Saying About The Gold to Silver Ratio! — Neutral

AAAU  DGL  DGP  GLD  GLDM  IAU  IAUF  OUNZ  SIL  SILJ  SIVR  SLV  SLVP  UGL   See It Market — February 12, 2025

I had a great and informative interview today with Dale Pinkert of Forex Analytics. We discussed many macro themes: Dale and I also discussed the silver to gold ratio.

image for news What CPI Is Saying About The Gold to Silver Ratio!

Q2 Holdings, Inc. (QTWO) Q4 2024 Earnings Conference Call Transcript — Neutral

QTWO   Seeking Alpha — February 12, 2025

Q2 Holdings, Inc. (NYSE:QTWO ) Q4 2024 Earnings Conference Call February 12, 2025 5:00 PM ET Company Participants Josh Yankovich - IR Matt Flake - CEO Jonathan Price - CFO Kirk Coleman - President Conference Call Participants Terry Tillman - Truist Securities Alex Sklar - Raymond James Joe Vruwink - Robert W. Baird Alan Hodgkiss - Goldman and Sachs Andrew Schmidt - Citigroup Charles Nabhan - Stephens Inc. Michael Infante - Morgan Stanley Parker Lane - Stifel Dominick Gabriele - Compass Point Mark Feldman - William Blair Dan Perlin - RBC Capital Markets Operator Good afternoon.

image for news Q2 Holdings, Inc. (QTWO) Q4 2024 Earnings Conference Call Transcript

PodcastOne, Inc. (PODC) Q3 2024 Earnings Call Transcript — Neutral

PODC   Seeking Alpha — February 12, 2025

PodcastOne, Inc. (NASDAQ:PODC ) Q3 2024 Earnings Conference Call February 12, 2025 11:30 AM ET Company Participants Aaron Sullivan - Chief Financial Officer Kit Gray - Co-Founder and President Conference Call Participants Sean McGowan - ROTH Capital Partners Leo Carpio - Joseph Gunnar Wyatt Swanson - D.A. Davidson Barry Sine - Litchfield Hills Research Operator Welcome to the PodcastOne Third Quarter Fiscal 2025 Financial Results and Business Update Conference Call.

image for news PodcastOne, Inc. (PODC) Q3 2024 Earnings Call Transcript

NEW YORK, NY / ACCESS Newswire / February 12, 2025 / If you suffered a loss on your Monolithic Power Systems Inc. (NASDAQ:MPWR) 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/monolithic-lawsuit-submission-form?prid=129154&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Notifies Monolithic Power Systems Inc. Investors of a Class Action Lawsuit and Upcoming Deadline – MPWR

Upwork: Demand for AI Talent Drove Record Revenue in 2024 — Positive

UPWK   PYMNTS — February 12, 2025

Work marketplace Upwork earned record revenue in 2024 and attributed its gains in part to artificial intelligence (AI). In an earnings release and other materials issued Wednesday (Feb. 12), the company highlighted AI innovations it added to its marketplace platform and AI talent the platform connects with its clients.

image for news Upwork: Demand for AI Talent Drove Record Revenue in 2024

Mohawk Industries: Downgrade To Hold Due To Stubbornly High Mortgage Rates — Negative

MHK   Seeking Alpha — February 12, 2025

I have downgraded Mohawk Industries to a hold rating due to persistently high mortgage rates and weaker-than-expected housing activity. Trump's administration introduces additional risks, including currency and tariff uncertainties, impacting MHK's earnings and cost structure. Until there are clearer signs of a housing market recovery, I recommend a hold rating due to limited near-term upside and valuation concerns.

image for news Mohawk Industries: Downgrade To Hold Due To Stubbornly High Mortgage Rates

GXO Outperforms in Revenue Growth — Positive

GXO   The Motley Fool — February 12, 2025

GXO Logistics (GXO -0.56%), a leader in the supply chain solutions industry, unveiled its earnings for the fourth quarter of 2024 on Feb. 12. The company reported an adjusted earnings per share (EPS) of $1.00, surpassing analysts' expectations of $0.94.

image for news GXO Outperforms in Revenue Growth

Choice Hotels: Angry Canadians May Damper 2025 Guidance — Negative

CHH   Seeking Alpha — February 12, 2025

Choice Hotels International is expected to face a challenging 2025 due to macroeconomic factors, despite a strong 2024 performance. A weak Canadian dollar and potential tariffs may reduce Canadian travel to the U.S., impacting CHH's revenue growth. With limited RevPAR growth expected, and macroeconomic uncertainty, I rate the stock a Hold with a price target of $138.

image for news Choice Hotels: Angry Canadians May Damper 2025 Guidance

Quantum Corporation (QMCO) Q3 2025 Earnings Call Transcript — Neutral

QMCO   Seeking Alpha — February 12, 2025

Quantum Corporation (NASDAQ:QMCO ) Q3 2025 Earnings Call February 12, 2025 5:00 PM ET Company Participants Brian Cabrera - Chief Administrative Officer Jamie Lerner - Chairman and Chief Executive Officer Ken Gianella - Chief Financial Officer Conference Call Participants Eric Martinuzzi - Lake Street Nehal Chokshi - Northland Capital Markets Operator Greetings and welcome to the Quantum Corporation Fiscal Third Quarter 2025 Earnings Conference Call and Webcast. [Operator Instructions] As a reminder, this conference is being recorded.

image for news Quantum Corporation (QMCO) Q3 2025 Earnings Call Transcript

Getaround abruptly shuts down US car-sharing operations — Negative

GETR   TechCrunch — February 12, 2025

Getaround, a company that helps vehicle owners rent out their cars, trucks and SUVs to other peers, is shutting down its U.S. operations one year after cutting 30% of its North American workforce as part of a restructuring. Its HyreCar business, which it acquired in 2023 for $9.45 million, is also closing.

image for news Getaround abruptly shuts down US car-sharing operations

Royalty Pharma: Delivering Growth With A Positive Story Ahead — Positive

RPRX   Seeking Alpha — February 12, 2025

Royalty Pharma's Q4 results show portfolio receipts of $742 million and operating cash flow of $678 million, which demonstrate solid performance. MorphoSys bond redeployment further enhances higher-returning royalty opportunities. The company has a solid balance sheet with $1.4 billion in cash equivalents, which is worth considering. RPRX's valuation remains compelling, with a double-digit total yield (via buyback and dividend).

image for news Royalty Pharma: Delivering Growth With A Positive Story Ahead

Roku: Even A Smaller Share Of A Larger Pie Makes It A Solid Buy — Positive

ROKU   Seeking Alpha — February 12, 2025

Roku has been a volatile stock over the past three years, trading in a range between $50 and $100. Competitive pressure is intensifying with the entry of Charter and Comcast's Xumo platform, as well as Walmart's purchase of Vizio. Roku is sufficiently entrenched that even if its growth levels off, it can generate healthy upside with its current operations.

image for news Roku: Even A Smaller Share Of A Larger Pie Makes It A Solid Buy

Nokia and Cellcard upgrade residential fiber broadband network in Cambodia — Neutral

NOK   GlobeNewsWire — February 12, 2025

Press Release Nokia and Cellcard upgrade residential fiber broadband network in Cambodia Cellcard deploys Nokia's next-generation XGS-PON solution, providing multi-gigabit broadband access to homes and businesses across Cambodia. Cellcard uses Nokia's Lightspan and Altiplano solutions to automate and increase the performance of its residential fiber broadband network.

image for news Nokia and Cellcard upgrade residential fiber broadband network in Cambodia

IREN Limited (IREN) Q2 2025 Earnings Call Transcript — Neutral

IREN   Seeking Alpha — February 12, 2025

IREN Limited (NASDAQ:IREN ) Q2 2025 Earnings Conference Call February 12, 2025 5:00 PM ET Company Participants Lincoln Tan - Director of IR Daniel Roberts - Co-Founder and Co-CEO Belinda Nucifora - CFO Kent Draper - Chief Commercial Officer Conference Call Participants Joseph Vafi - Canaccord Greg Lewis - BTIG Darren Aftahi - ROTH Brett Knoblauch - Cantor Fitzgerald Stephen Glagola - Jones Trading Joe Flynn - Compass Point Research Operator Thank you for standing by, and welcome to the IREN Second Quarter Fiscal Year 2025 Results Conference Call. At this time, all participants are in listen-only-mode.

image for news IREN Limited (IREN) Q2 2025 Earnings Call Transcript

SAN DIEGO--(BUSINESS WIRE)--Johnson Fistel, LLP announces that a class action lawsuit has commenced on behalf of investors of ModivCare, Inc. (NASDAQ: MODV). The lawsuit seeks to recover losses on behalf of investors who acquired securities between November 3, 2022, and September 15, 2024. Investors have until March 31, 2025, to apply to the Court to be appointed as lead plaintiff in the lawsuit. If you incurred significant losses and want to act as the lead plaintiff in the ModivCare, Inc. cla.

image for news ModivCare, Inc. Class Action Lawsuit Alert: Johnson Fistel Announces Shareholders with Losses Should Contact the Law Firm for More Information

Uber After Bill Ackman's $2Bn Stake: Autonomous Vehicles Drive Further Upside — Positive

UBER   Seeking Alpha — February 12, 2025

Bill Ackman's Pershing Square Capital Management acquired 30.3 million shares in Uber, citing high-quality management, profitability, and undervaluation as key reasons. Uber's historical financial performance has shown significant revenue and EBITDA growth, benefiting from operating leverage and stable SG&A and R&D expenses. The baseline scenario suggests Uber is moderately undervalued, while the optimistic scenario highlights massive potential from autonomous vehicles, projecting a potential market cap of $800 billion by 2028.

image for news Uber After Bill Ackman's $2Bn Stake: Autonomous Vehicles Drive Further Upside

SAN DIEGO--(BUSINESS WIRE)--The Denver Law Office of Johnson Fistel, LLP announces that a class action lawsuit has commenced on behalf of investors of Newmont Corporation (NYSE: NEM), a company headquartered in Denver, Colorado. The lawsuit seeks to recover losses on behalf of investors who acquired their securities between February 22, 2024 and October 23, 2024, both dates inclusive (the "Class Period"). If you wish to serve as lead plaintiff, you must move the Court no later than April 1, 202.

image for news Newmont Corporation Shareholders Who Lost Money on Their Investments are Encouraged to Contact the Denver Law Office of Johnson Fistel about the Class Action Lawsuit

SAN DIEGO--(BUSINESS WIRE)--Johnson Fistel, LLP announces that a class action lawsuit has commenced on behalf of investors of Innovative Industrial Properties, Inc. (NYSE: IIPR). The lawsuit seeks to recover losses on behalf of investors who acquired securities between February 27, 2024 and December 19, 2024. Investors have until March 18, 2025, to apply to the Court to be appointed as lead plaintiff in the lawsuit. If you incurred significant losses and want to act as the lead plaintiff in the.

image for news Innovative Industrial Properties, Inc. Class Action Lawsuit Alert: Johnson Fistel Announces Shareholders with Losses Should Contact the Law Firm for More Information