SMLF: A Measured Approach To Smaller Capitalization Companies — Positive

SMLF   Seeking Alpha — February 13, 2025

SMLF's multifactor strategy and mid-cap exposure have driven its outperformance, offering a balanced mix of fair valuation and high profitability. The ETF's allocation includes 25% mid caps, differentiating it from pure small-cap funds, and has delivered strong returns, outperforming the Russell 2000 index. SMLF's valuation is justified by its higher profitability and growth metrics, despite trading at a premium to the Russell 2000 and peers.

image for news SMLF: A Measured Approach To Smaller Capitalization Companies

Dara Khosrowshahi, the CEO of Uber, said he prefers not to compete with Elon Musk and Tesla. Musk said in January that Tesla will launch a paid robotaxi service in Austin this summer.

image for news Uber's CEO says he wants to find a way to work with Tesla because 'no one wants to compete against Tesla or Elon, if you can help it'

SAN FRANCISCO, CA / ACCESS Newswire / February 13, 2025 / National plaintiffs law firm Lieff Cabraser Heimann & Bernstein, LLP announces that it has filed a securities class action against MGP Ingredients, Inc. ("MGPI" or the "Company") (NASDAQ:MGPI) on behalf of investors who purchased or otherwise acquired the publicly traded securities of MGPI between May 4, 2023, and October 30, 2024, inclusive (the "Class Period"), including sellers of MGPI put options during the Class Period. Lieff Cabraser encourages MGPI investors during the Class Period to contact us immediately regarding the securities class action against MGPI.

image for news MGP Ingredients, Inc. Investors: February 14, 2025 Filing Deadline in Securities Class Action – Contact Lieff Cabraser

NEW YORK, NY / ACCESS Newswire / February 13, 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=129449&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of March 31, 2025 in Integral Ad Science Lawsuit - IAS

RING: Gold Knocking On $3000's Door, Stay Long Global Miners — Positive

RING   Seeking Alpha — February 13, 2025

Gold bulls have thrived, with RING up 65% YoY, outperforming ACWI's 18% gain. I reiterate a buy rating as it climbs above resistance. RING offers exposure to global gold mining stocks, with assets under management doubling to $1.1 billion and a low 10.9 P/E ratio. Despite high concentration in top holdings, strong earnings growth and bullish seasonality make RING attractive. Technicals show strong momentum and solid support levels.

image for news RING: Gold Knocking On $3000's Door, Stay Long Global Miners

Microsoft Stock: Accelerating Earnings For The Upcoming Industrial Revolution — Neutral

MSFT   Seeking Alpha — February 13, 2025

For almost the entirety of Microsoft's existence, the company spent far more on R&D than CAPEX. MSFT, like others in the Mag 7, is making a pronounced "cross over" from spending on immediately deductible items under operating expenses and moving those to capitalized expenses. While Open AI is independent, it vicariously functions through Microsoft at this moment in time. Microsoft is more and more being associated with Open AI's ChatGPT.

image for news Microsoft Stock: Accelerating Earnings For The Upcoming Industrial Revolution

TikTok was restored to app stores run by Apple Inc. and Alphabet Inc. on Thursday, after reportedly being reassured by the Trump administration that they would not face legal ramifications for doing so.

image for news TikTok returns to Apple and Google app stores. Here's why that's a risky move.

Hang Seng Index Soars as US Tariff Concerns Ease, AI Stocks Lead Gains — Positive

AAAU  DGL  DGP  GLD  GLDM  IAU  IAUF  OUNZ  UGL   FXEmpire — February 13, 2025

Hang Seng Index rallies 2.21% as US tariff concerns ease, while Nikkei dips on yen strength. ASX 200 hits record highs amid mining stock gains.

image for news Hang Seng Index Soars as US Tariff Concerns Ease, AI Stocks Lead Gains

TikTok Available Once Again For Download In Apple, Google App Stores — Positive

AAPL  GOOG  GOOGL   Deadline — February 13, 2025

TikTok is back, kids. The popular app, which is owned by China's ByteDance, reappeared for download on Apple's App Store today. Google Play reportedly said it was doing the same. TikTok has 170+ million U.S. users, the majority of whom are under 30.

image for news TikTok Available Once Again For Download In Apple, Google App Stores

Redwood Trust, Inc. (RWT) Q4 2024 Earnings Call Transcript — Neutral

RWT   Seeking Alpha — February 13, 2025

Redwood Trust, Inc. (NYSE:RWT ) Q4 2024 Earnings Conference Call February 13, 2024 5:00 PM ET Company Participants Kaitlyn Mauritz - Head of Investor Relations Christopher Abate - Chief Executive Officer Dashiell Robinson - President Brooke Carillo - Chief Financial Officer Conference Call Participants Bose George - Keefe, Bruyette, & Woods, Inc. Bradley Capuzzi - Piper Sandler Eric Hagen - BTIG Steven Delaney - JMP Securities Douglas Harter - UBS Investment Bank Donald Fandetti - Wells Fargo Securities Richard Shane - JPMorgan Chase & Co Jason Weaver - Jones Trading Operator Good afternoon and welcome to The Redwood Trust Fourth …

image for news Redwood Trust, Inc. (RWT) Q4 2024 Earnings Call Transcript

Talen Energy: Supply And Demand Have Never Been So Far Apart — Negative

TLN   Seeking Alpha — February 13, 2025

PJM has updated future load projections. The revisions over 2024 projections are astronomical. Future demands are so large, supply can't possibly keep up. The power savings potential introduced by Deep Seek is a necessary step to keep the power production problem both realistic and solvable.

image for news Talen Energy: Supply And Demand Have Never Been So Far Apart

PDF Solutions, Inc. (PDFS) Q4 2024 Earnings Call Transcript — Neutral

PDFS   Seeking Alpha — February 13, 2025

PDF Solutions, Inc. (NASDAQ:PDFS ) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants John Kibarian - President and CEO Adnan Raza - CFO Conference Call Participants Blair Abernethy - Rosenblatt Securities William Jellison - D.A. Davidson & Company Gus Richard - Northland Capital Markets Operator Good day, everyone, and welcome to the PDF Solutions Inc. Conference Call to discuss its financial results for the Fourth quarter and Year End 2024, ending Tuesday, December 31, 2024.

image for news PDF Solutions, Inc. (PDFS) Q4 2024 Earnings Call Transcript

MSA Safety Incorporated (MSA) Q4 2024 Earnings Call Transcript — Neutral

MSA   Seeking Alpha — February 13, 2025

MSA Safety Incorporated (NYSE:MSA ) Q4 2024 Earnings Conference Call February 13, 2025 10:00 AM ET Company Participants Larry De Maria - Executive Director of IR Steven Blanco - President and CEO Lee McChesney - SVP and CFO Conference Call Participants Ross Sparenblek - William Blair Saree Boroditsky - Jefferies Jeff Van Sinderen - B. Riley FBR Operator Good day, and welcome to the MSA Safety Fourth Quarter and Full Year 2024 Earnings Conference Call.

image for news MSA Safety Incorporated (MSA) Q4 2024 Earnings Call Transcript

Shopify: Unfavorable Risk Profile — Neutral

SHOP   Seeking Alpha — February 13, 2025

Shopify reported strong Q4'24 results, with double-digit GMV growth and improved free cash flow margins. FCF margin expansion, an uptrend in platform gross margins and a decent outlook for Q1'25 were positives. Despite solid GMV and revenue growth, I maintain a hold rating due to Shopify's high valuation and I see limited upside potential at the current price.

image for news Shopify: Unfavorable Risk Profile

Innovative Solutions and Support, Inc. (NASDAQ:ISSC ) Q1 2025 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Paul Bartolai - Investor Relations Shahram Askarpour - Chief Executive Officer Jeff DiGiovanni - Chief Financial Officer Conference Call Participants Gowshi Sri - Singular Research Doug Ruth - Lenox Financial Services Andrew Rem - Odinson Partners Operator Good day, and welcome to the Innovative Solutions and Support First Quarter 2025 Results Conference Call and Webcast. All participants will be in listen-only mode.

image for news Innovative Solutions and Support, Inc. (ISSC) Q1 2025 Earnings Call Transcript

Antero Midstream: Free Cash Flow Ahead Of Guidance — Positive

AM   Seeking Alpha — February 13, 2025

Antero Midstream exceeded management's free cash flow guidance and projects further growth despite an increasing capital budget. Conservative leverage and strategic share repurchases demonstrate prudent financial management. Potential free cash flow growth may be impacted by opportunistic acquisitions or significant events.

image for news Antero Midstream: Free Cash Flow Ahead Of Guidance

Udemy, Inc. (UDMY) Q4 2024 Earnings Call Transcript — Neutral

UDMY   Seeking Alpha — February 13, 2025

Udemy, Inc. (NASDAQ:UDMY ) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Dennis Walsh – Vice President-Investor Relations Greg Brown – Chief Executive Officer Sarah Blanchard – Chief Financial Officer Eren Bali – Founder and Chief Technology Officer Conference Call Participants Jason Tilchen – Canaccord Genuity Ryan MacDonald – Needham Josh Baer – Morgan Stanley Stephen Sheldon – William Blair Curtis Nagle – Bank of America Connor Passarella – Truist Yi Fu Lee – Cantor Fitzgerald Devin Au – Keybanc Capital Markets Operator Good day, and welcome to Udemy's Fourth Quarter and Full Year 2024 …

image for news Udemy, Inc. (UDMY) Q4 2024 Earnings Call Transcript

NEW YORK, NY / ACCESS Newswire / February 13, 2025 / If you suffered a loss on your ModivCare Inc. (NASDAQ:MODV) 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/modivcare-inc-lawsuit-submission-form?prid=129448&wire=1 or contact Joseph E. Levi, Esq.

image for news ModivCare Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky for More Information - MODV

Apple aims to launch its artificial intelligence features in China as early as May, Bloomberg News reported on Thursday, citing people with knowledge of the matter.

image for news Apple plans to launch AI features in China from May, Bloomberg News reports

Qualys: Promising Enterprise Offerings Could Unlock Future Growth — Positive

QLYS   Seeking Alpha — February 13, 2025

I maintain my buy rating for Qualys, projecting a 9% upside with a conservative 1-year price target of $150 per share. QLYS has shown improved profit margins and operating cash flow, despite a slowdown in revenue growth, and continues robust share repurchase activities. QLYS' ETM and ROC solutions are poised to capitalize on enterprise vendor-consolidation trends, potentially driving longer-term adoption and international growth.

image for news Qualys: Promising Enterprise Offerings Could Unlock Future Growth