Why Microsoft Is The Best Positioned Hyperscaler In 2025 — Neutral

MSFT   Seeking Alpha — February 18, 2025

Microsoft's AI revenue has surpassed $13B annually, driven by Azure AI services and Microsoft 365 Copilot, despite the stock underperforming in the hyperscaler complex. However, its free cash flow declined 29% YoY due to increased capex for AI infrastructure, but I believe it to be temporary with easing supply constraints by the end of FY25 and capex slowing in FY26. Simultaneously, efficient AI models like DeepSeek's R1 should lead to faster enterprise adoption, translating to a higher compute demand and operational leverage, benefiting Microsoft's top and bottom lines.

image for news Why Microsoft Is The Best Positioned Hyperscaler In 2025

Elafonissi Beach in Greece ranks No. 1 Beach in the world, while Siesta Beach in Florida is named No.

image for news Paradise Found: Tripadvisor Names World's Best Beaches in Travelers' Choice Awards

BEIJING , Feb. 18, 2025 /PRNewswire/ -- Sohu.com Limited (NASDAQ: SOHU) ("Sohu" or the "Company"), a leading Chinese online media platform and game business group, today reported unaudited financial results for the fourth quarter and fiscal year ended December 31, 2024. Fourth Q uarter Highlights Total revenues were US$135 million, down 5% year-over-year and 11% quarter-over-quarter.

image for news SOHU.COM REPORTS FOURTH QUARTER AND FISCAL YEAR 2024 UNAUDITED FINANCIAL RESULTS

Tesla begins mass production of revamped Model Y in Shanghai factory — Positive

TSLA   Reuters — February 17, 2025

U.S. automaker Tesla said on Tuesday it has started mass production of the revamped version of its Model Y in its Shanghai factory.

image for news Tesla begins mass production of revamped Model Y in Shanghai factory

Fair Isaac: Score Prices Shall Keep Rising — Positive

FICO   Seeking Alpha — February 17, 2025

Fair Isaac keeps executing its price increase strategy and still has room for further increases in the scores segment. Volume growth in mortgage originations (110% YoY), on top of the increase in prices, should boost its free cash flow in FY2025. The growth rate has decreased in the software segment, but management expects it to accelerate in the coming quarters.

image for news Fair Isaac: Score Prices Shall Keep Rising

NEW YORK, NY / ACCESS Newswire / February 17, 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=130140&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Announces the Filing of a Securities Class Action on Behalf of Integral Ad Science Holding Corp.(IAS) Shareholders

Meta's Bullish Rally Is Far From Over — Positive

META   Seeking Alpha — February 17, 2025

Meta stock has continued to show good bullish momentum in 2025, despite having delivered a massive bull run in 2024. The key metric to look for is the growth in the price per ad impressions, which increased by 14% YoY in the recent quarter as the company delivers more targeted ads. Meta has been able to rapidly monetize the capex on its AI infrastructure, which is why the stock is rewarded compared to Alphabet and Microsoft.

image for news Meta's Bullish Rally Is Far From Over

US Foods Holding: Rating Downgrade On Cautious FY 2025 Outlook — Negative

USFD   Seeking Alpha — February 17, 2025

I am downgrading US Foods Holding to a hold rating due to aggressive 2025 growth assumptions, particularly in independent restaurant case volumes. USFD delivered strong 4Q24 results with revenue up 6.2% y/y and adj EBITDA up 13.7% y/y, driven by strategic initiatives. Concerns arise from weakening demand in the independent restaurant category and the risk of USFD missing its FY25 guidance and consensus estimates.

image for news US Foods Holding: Rating Downgrade On Cautious FY 2025 Outlook

BHP CEO: Well-Placed for Heightened Uncertainty — Neutral

BHP   Bloomberg Markets and Finance — February 17, 2025

BHP's first-half profit fell 23% due to China's faltering economy prompting the world's biggest public miner to cut its interim dividend to an eight-year low. But CEO Mike Henry struck a positive tone saying that he's "starting to see green shoots" in China's property sector and that demand for BHP's products remains strong despite global economic and trade uncertainties.

image for news BHP CEO: Well-Placed for Heightened Uncertainty

The Trade Desk: Thesis Busted? — Negative

TTD   Seeking Alpha — February 17, 2025

The Trade Desk's stock plummeted 34.4% after missing its guidance for the first time in 33 quarters. Is this a pivotal moment at which the fundamental investment thesis for The Trade Desk is broken or not? Despite the setback, TTD remains a leader in programmatic advertising, with 2024 revenue up 26% and strong customer retention.

image for news The Trade Desk: Thesis Busted?

Astria Therapeutics: A High-Conviction Bet On HAE — Positive

ATXS   Seeking Alpha — February 17, 2025

Astria Therapeutics' strong cash position and efficient spending provide a financial runway through mid-2027, reducing dilution risk and supporting pivotal trials for navenibart and STAR-0310. Navenibart, targeting hereditary angioedema, shows promising Phase 1b/2 data with a 90-95% reduction in attack rates, positioning it as a potential best-in-class treatment. STAR-0310, aimed at atopic dermatitis, leverages OX40 inhibition and YTE half-life extension technology, though it faces stiff competition and must prove differentiation.

image for news Astria Therapeutics: A High-Conviction Bet On HAE

NEW YORK CITY, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your Capri Holdings Limited (NYSE:CPRI) 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/capri-holdings-lawsuit-submission-form?prid=130139&wire=1 or contact Joseph E. Levi, Esq.

image for news Shareholders of Capri Holdings Limited Should Contact Levi & Korsinsky Before February 21, 2025 to Discuss Your Rights - CPRI

NEW YORK, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your Innovative Industrial Properties, Inc. (NYSE:IIPR) 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/innovative-industrial-properties-inc-lawsuit-submission-form?prid=130137&wire=1 or contact Joseph E. Levi, Esq.

image for news Innovative Industrial Properties, Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky Before March 18, 2025 to Discuss Your Rights - IIPR

NEW YORK, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your Pacira BioSciences, Inc. (NASDAQ:PCRX) 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/pacira-biosciences-inc-lawsuit-submission-form?prid=130136&wire=1 or contact Joseph E. Levi, Esq.

image for news Contact Levi & Korsinsky by March 14, 2025 Deadline to Join Class Action Against Pacira BioSciences, Inc. (PCRX)

NEW YORK CITY, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your FTAI Aviation Ltd. (NASDAQ:FTAI) 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/ftai-aviation-ltd-lawsuit-submission-form?prid=130138&wire=1 or contact Joseph E.

image for news Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of March 18, 2025 in FTAI Aviation Ltd. Lawsuit - FTAI

HSBC , has laid off around 40 investment bankers in Hong Kong as part of the bank's global restructuring, according to one source with direct knowledge of the matter.

image for news HSBC cuts 40 dealmakers in Hong Kong ahead of restructuring, a source says

YETI Holdings: Initiating A 'Buy' With Strong Growth Prospects — Positive

YETI   Seeking Alpha — February 17, 2025

YETI Holdings, Inc. is a premium outdoor brand with effective growth strategies in product enrichment and international expansion, warranting a "BUY" rating with a $52 target price. Key growth drivers include expanding product lines and international revenue growth, which is outpacing US revenue and expected to reach 40-50% of total revenue. Strong recent results with 9% revenue growth, 59% gross margin, and robust cash management.

image for news YETI Holdings: Initiating A 'Buy' With Strong Growth Prospects

NEW YORK, NY / ACCESS Newswire / February 17, 2025 / If you suffered a loss on your ICON Public Limited Company (NASDAQ:ICLR) 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/icon-public-limited-company-lawsuit-submission-form?prid=130133&wire=1 or contact Joseph E. Levi, Esq.

image for news April 11, 2025 Deadline: Contact Levi & Korsinsky to Join Class Action Suit Against ICLR

NEW YORK CITY, NY / ACCESS Newswire / February 17, 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=130134&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of March 24, 2025 in Crocs, Inc. Lawsuit - CROX

NEW YORK, NY / ACCESS Newswire / February 17, 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=130132&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Announces the Filing of a Securities Class Action on Behalf of Integral Ad Science Holding Corp. (IAS) Shareholders