Japan's Honda posts 5% rise in Q3 profit — Positive

HMC   Reuters — February 13, 2025

Japan's Honda Motor said on Thursday its third-quarter operating profit increased 5% from a year earlier, helped by strong U.S. vehicle sales and a weak yen.

image for news Japan's Honda posts 5% rise in Q3 profit

TAIPEI , Feb. 13, 2025 /PRNewswire/ -- ASE Technology Holding Co., Ltd. (TWSE: 3711, NYSE: ASX) ("We", "ASEH", or the "Company"), the leading provider of semiconductor assembly and testing services ("ATM") and the provider of electronic manufacturing services ("EMS"), today reported its unaudited net revenues[1] of NT$162,264 million for 4Q24, up by 1.0% year-over-year and up by 1.3% sequentially.

image for news ASE Technology Holding Co., Ltd. Reports Its Unaudited Consolidated Financial Results for the Fourth Quarter and the Full Year of 2024

This One Fatal Flaw Keeps SCHD From My Portfolio — Neutral

SCHD   Seeking Alpha — February 13, 2025

SCHD is a popular ETF for dividend growth investors, offering a low expense ratio, attractive yield, and a history of solid performance. The ETF's quarterly rebalancing can be a double-edged sword, often selling high-performing stocks like Microsoft and Exxon Mobil too early. Despite its strengths, I prefer using SCHD for idea generation, focusing on a buy-and-hold strategy to let winners ride.

image for news This One Fatal Flaw Keeps SCHD From My Portfolio

Sony profit rises 22.9% in April-December period — Positive

SONY   Reuters — February 13, 2025

Sony's operating profit rose 22.9% in the first nine months of the financial year ending March, the company reported on Thursday.

image for news Sony profit rises 22.9% in April-December period

OneStream: Guidance Has Plenty Of Conservatism Baked In (Rating Upgrade) — Positive

OS   Seeking Alpha — February 13, 2025

Shares of OneStream dropped ~20% after reporting Q4 results, creating a great entry point. Investors reacted negatively to OneStream's guidance, which calls for FY25 revenue to decelerate to 19-20%. The company's 24% TTM billings growth rate, however, suggests that OneStream has plenty of room to raise its estimates this year.

image for news OneStream: Guidance Has Plenty Of Conservatism Baked In (Rating Upgrade)

Family Dollar Spin-Off: Dollar Tree's Path To Recovery — Positive

DLTR   Seeking Alpha — February 13, 2025

Dollar Tree reported a 3.5% increase in net sales for Q3, driven by higher store traffic and improved margins. Management is exploring the potential sale or spin-off of the underperforming Family Dollar segment. Dollar Tree is trading near its 52-week low; the firm is undervalued compared to historical and industry averages.

image for news Family Dollar Spin-Off: Dollar Tree's Path To Recovery

SINGAPORE--(BUSINESS WIRE)--BW LPG Limited (“BW LPG”, the “Company”, OSE ticker code: “BWLPG.OL”, NYSE ticker code: “BWLP”) will release its Q4 2024 Financial Report at approximately 0700hrs CET/ 0100hrs EST/ 2100hrs SGT on 27 February 2025. In connection with this release, BW LPG will hold an Earnings Presentation with Kristian Sørensen (CEO) and Samantha Xu (CFO). The details are as follows: Date: Thursday, 27 February 2025 Location and Time Oslo, Norway (14:00 CET) New York, USA (08:00 EST).

image for news BW LPG Limited – Q4 2024 Financial Report Release and Earnings Presentation on 27 February 2025

U.S.-based investment firm Carlyle Group has entered India's auto components market by buying a controlling stake in an entity formed by the combination of Indian auto parts companies Highway Industries and Roop Automotives.

image for news Carlyle Group enters Indian auto parts industry with Highway-Roop platform buy

Natural Gas and Oil Forecast: Key Levels to Watch After 2% Price Drop — Neutral

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   FXEmpire — February 13, 2025

Natural gas and oil prices dip 2% as inventories surge and geopolitical tensions ease. Can key support levels hold, or will further declines follow?

image for news Natural Gas and Oil Forecast: Key Levels to Watch After 2% Price Drop

Fidelity: Overreaction To Mixed Q4 Creates Opportunity (Rating Upgrade) — Neutral

FIS   Seeking Alpha — February 13, 2025

Fidelity National Information Services stock plunged 11% after weak Q4 earnings and guidance, prompting a downgrade to "hold" but now upgraded to "buy" due to price decline. FIS's banking revenue lagged expectations, causing skepticism about the transitory nature of Q4 weakness, but capital markets activity remains strong with 9% revenue growth. The company generated $700 million in adjusted free cash flow, executed $1 billion in buybacks, and raised its dividend by 11%, with more buybacks in 2025.

image for news Fidelity: Overreaction To Mixed Q4 Creates Opportunity (Rating Upgrade)

Update on extraintestinal pathogenic E. coli vaccine phase 3 clinical study Independent interim analysis of the E.mbrace phase 3 study finds that the vaccine candidate didn't demonstrate sufficient efficacy in preventing invasive E.

image for news Press Release: Update on extraintestinal pathogenic E. coli vaccine phase 3 clinical study

Autonomous Vehicles Are The Next Frontier, And Uber Plans To Conquer It — Neutral

UBER   Seeking Alpha — February 13, 2025

Uber pioneered the ride-hailing industry and has expanded its ecosystem to include food delivery, freight, and micromobility solutions. The company is aggressively investing in autonomous vehicles, securing supply through partnerships with Waymo and other OEMs. By integrating self-driving cars into its platform, Uber aims to revolutionize mobility and transform its fleet of vehicles into pure revenue-generating assets.

image for news Autonomous Vehicles Are The Next Frontier, And Uber Plans To Conquer It

Mirion Technologies, Inc. (MIR) Q4 2024 Earnings Call Transcript — Neutral

MIR   Seeking Alpha — February 13, 2025

Mirion Technologies, Inc. (NYSE:MIR ) Q4 2024 Earnings Conference Call February 12, 2025 11:00 AM ET Company Participants Eric Linn - Vice President, Investor Relations Tom Logan - Chief Executive Officer Brian Schopfer - Chief Financial Officer Conference Call Participants Chris Moore - CJS Securities Joe Ritchie - Goldman Sachs Vlad Bystricky - Citigroup Yuan Zhi - B. Riley Securities Shubham Srivastava - Robert W.

image for news Mirion Technologies, Inc. (MIR) Q4 2024 Earnings Call Transcript

Baidu is making a strategic move to strengthen its position in China's artificial intelligence race by making its chatbot, Ernie Bot, free to all users starting April 1. The decision signals a shift in the company's approach as it grapples with intensifying competition from emerging players like DeepSeek and ByteDance's Doubao.

image for news Baidu makes ‘Ernie Bot' free from April 1 as AI competition intensifies in China

SCHG: A Solid Fund With Some Flaws — Positive

SCHG   Seeking Alpha — February 13, 2025

The technology sector has outperformed the broader market, with the Nasdaq delivering 126.5% returns over the last 5 years, compared to the S&P 500's 95.05%. SCHG, a large-cap tech fund, has underperformed the Nasdaq, offering 13% returns since July 2024, due to its defensive holdings and reduced tech exposure. SCHG's current sector allocation includes 46.86% in tech, 13.45% in communication, and 13.22% in consumer cyclicals, with top holdings in Apple, NVIDIA, Microsoft, and Amazon.

image for news SCHG: A Solid Fund With Some Flaws

Nissan, Honda boards both vote to end merger talks, TBS reports — Negative

HMC  NSANY   Reuters — February 13, 2025

The boards of Nissan and Honda both voted on Thursday to officially end talks to merge the two Japanese automakers, broadcaster TBS reported.

image for news Nissan, Honda boards both vote to end merger talks, TBS reports

Amazon's Untapped Profit Potential In AI, Ads, And Automation — Neutral

AMZN   Seeking Alpha — February 13, 2025

Amazon's growth is driven by AI-related cloud demand and ad revenue, with AWS and advertising becoming major profit contributors. Robotics and automation in retail are improving margins, with significant cost savings seen in fulfillment centers. Regulatory scrutiny and competition from Microsoft and Google are key risks, but the overall risk/reward proposition is interesting.

image for news Amazon's Untapped Profit Potential In AI, Ads, And Automation

Reddit, Inc. (RDDT) Q4 2024 Earnings Call Transcript — Neutral

RDDT   Seeking Alpha — February 13, 2025

Reddit, Inc. (NYSE:RDDT ) Q4 2024 Earnings Conference Call February 12, 2025 5:00 PM ET Company Participants Jesse Rose - Head of Investor Relations Steven Huffman - Co-Founder & Chief Executive Officer Jennifer Wong - Chief Operating Officer Andrew Vollero - Chief Financial Officer Conference Call Participants Ronald Josey - Citigroup Justin Post - Bank of America Benjamin Black - Deutsche Bank Brian Nowak - Morgan Stanley Richard Greenfield - LightShed Ken Gawrelski - Wells Fargo Eric Sheridan - Goldman Sachs Laura Martin - Needham & Company Operator Good afternoon. My name is Krista [ph] and I will be your …

image for news Reddit, Inc. (RDDT) Q4 2024 Earnings Call Transcript

Aurora Innovation, Inc. (AUR) Q4 2024 Earnings Call Transcript — Neutral

AUR   Seeking Alpha — February 13, 2025

Aurora Innovation, Inc. (NASDAQ:AUR ) Q4 2024 Earnings Conference Call February 12, 2024 5:00 PM ET Company Participants Stacy Feit - Vice President, Investor Relations Chris Urmson - Co-Founder and Chief Executive Officer David Maday - Chief Financial Officer Conference Call Participants George Gianarikas - Canaccord Genuity Andres Sheppard - Cantor Fitzgerald Scott Group - Wolfe Research Jeffrey Osborne - TD Cowen Mark Delaney - Goldman Sachs Justine Weiss - AB Bernstein Operator Greetings and welcome to the Aurora Innovations Fourth Quarter 2024 Business Review Call. At this time all participants are in a listen-only mode.

image for news Aurora Innovation, Inc. (AUR) Q4 2024 Earnings Call Transcript

Amazon: This Rocket Can Go Higher — Positive

AMZN   Seeking Alpha — February 12, 2025

Amazon's stock has surged nearly 35% over the past year, driven by strong revenue and earnings performance. Q4 2024 saw sales near $188 billion, with AWS and Advertising Services showing strong growth and contributing to a booming bottom line. AMZN's improved cost structure and financial flexibility have led to a huge increase in operating income, enhancing future growth prospects.

image for news Amazon: This Rocket Can Go Higher