2 'Moat-Worthy' Dividend Kings — Positive

FRT  GRC   Seeking Alpha — February 10, 2025

Dividend Kings are robust companies with competitive advantages, growing dividends for over 50 years, making them safe investments. Gorman-Rupp Company, with a strong product diversity and solid earnings, offers a 2% yield and a Strong Buy rating. Federal Realty, the only Dividend King REIT, boasts a resilient portfolio and a 4% dividend yield, with a Buy rating.

image for news 2 'Moat-Worthy' Dividend Kings

Super Micro Computer: Tomorrow Could Change Everything — Positive

SMCI   Seeking Alpha — February 10, 2025

On Friday, Super Micro Computer managed to record a higher high within its descending price trend, and now it really needs a fundamentally changing catalyst to keep going up. Despite margin pressures, SMCI's heavy R&D investments in the recent past and expanding data center solutions position it well in a growing market. SMCI's new manufacturing facilities in Malaysia and Silicon Valley should enhance production efficiency, potentially boosting margins and stock price.

image for news Super Micro Computer: Tomorrow Could Change Everything

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)--monday.com Ltd. (NASDAQ: MNDY) (“monday.com”), the multi-product platform that runs all core aspects of work, today announced monday service is out of beta and available to all customers. As an AI-first Enterprise Service Management (ESM) platform, monday service empowers service teams across the entire organization to deliver exceptional support experiences faster. With smart automations that leverage the power of AI, monday service is a one-stop-s.

image for news monday.com Announces Full Release of monday service, its AI Enterprise Service Management Platform

monday.com Announces AI Vision to Empower Businesses to Scale — Neutral

MNDY   Business Wire — February 10, 2025

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)--monday.com Ltd. (NASDAQ: MNDY) (“monday.com”), the multi-product platform that runs all core aspects of work, today announced its AI Vision, representing its key focus areas for 2025. Building on its robust platform, monday.com's strategy will focus on three pillars—AI Blocks, Product Power-ups, and the Digital Workforce—to accelerate its vision to democratize the power of software. monday.com's approach to AI aims to address the unique challenges b.

image for news monday.com Announces AI Vision to Empower Businesses to Scale

PetMed Express: Dip Or Rip, A Buy After Earnings — Positive

PETS   Seeking Alpha — February 10, 2025

PetMed Express stock could surge or sink after this week's quarterly earnings release, but don't read too much into this near-term event. A disappointing earnings release won't necessarily shatter the bull case, and could, in fact, push this stock back down to "back up the truck" price levels. Conversely, even if PETS rallies on strong results, this may not capture all of the potential long-term upside.

image for news PetMed Express: Dip Or Rip, A Buy After Earnings

PRINCETON, N.J.--(BUSINESS WIRE)---- $BMY #Breyanzi--Bristol Myers Squibb Announces Positive Topline Results for Breyanzi in Adult Patients with Relapsed or Refractory Marginal Zone Lymphoma.

image for news Bristol Myers Squibb Announces Positive Topline Results for Breyanzi® (lisocabtagene maraleucel) in Adult Patients with Relapsed or Refractory Marginal Zone Lymphoma

Oil prices shake off tariff worries to rise after 3 straight weekly declines — Positive

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   Market Watch — February 10, 2025

Oil futures rose Monday, finding support after three straight weekly declines that took crude to its lows of the new year.

image for news Oil prices shake off tariff worries to rise after 3 straight weekly declines

AECOM announces key leadership appointments — Neutral

ACM   Business Wire — February 10, 2025

DALLAS--(BUSINESS WIRE)--AECOM, the trusted global infrastructure leader, today announced key leadership appointments to further strengthen its global operations and enhance client delivery. Bane Gaiser has been named Buildings + Places Global Business Line Chief Executive, Richard Whitehead as Europe & India Regional Chief Executive, and Sam Donelson as U.S. East & Latin America Regional Chief Executive. With extensive industry experience, including long-standing careers at AECOM, thes.

image for news AECOM announces key leadership appointments

Sempra Appoints Anya Weaving and Kevin Sagara to Board of Directors — Neutral

SRE   PRNewsWire — February 10, 2025

SAN DIEGO , Feb. 10, 2025 /PRNewswire/ -- Sempra (NYSE: SRE) today announced the appointments of Anya Weaving and Kevin Sagara to the company's board of directors effective March 1, 2025. Weaving's extensive investment banking experience, where she advised clients in the oil and gas industry on strategy, mergers and acquisitions (M&A) and capital markets transactions, combined with her previous role as a chief financial officer, brings industry knowledge and critical skills in strategic decision-making, financial acumen and governance to the board.

image for news Sempra Appoints Anya Weaving and Kevin Sagara to Board of Directors

New Strong Buy Stocks for February 10th — Positive

BSX  ENVA  NFG  NLY  PFIS   Zacks Investment Research — February 10, 2025

PFIS, BSX, ENVA, NFG and NLY have been added to the Zacks Rank #1 (Strong Buy) List on February 10, 2025.

image for news New Strong Buy Stocks for February 10th

Helmerich & Payne Q1 Earnings Surpass Estimates, Revenues Lag — Positive

HP   Zacks Investment Research — February 10, 2025

HP's Q1 2025 results show that the North America Solutions segment outperforms, but the International Solutions segment lags.

image for news Helmerich & Payne Q1 Earnings Surpass Estimates, Revenues Lag

Gold surges past $2,900 as Trump's tariff threats fuel safe-haven demand. Will inflation data and Fed policy drive XAU/USD toward the $3,000 milestone?

image for news Gold (XAU) Price Forecast: Safe-Haven Demand Surges as Trump's Tariff Plans Shake Markets

Will Potential Tariffs on Taiwan Semiconductor Manufacturing Sink the Stock? — Negative

TSM   The Motley Fool — February 10, 2025

Taiwan is a global chip manufacturing hot spot, home to companies like Taiwan Semiconductor Manufacturing (TSM -2.08%), which fabricates chips used in nearly every high-end technology. TSMC is a vital supplier to the artificial intelligence (AI) computing power arms race, and slapping a tariff on products that come from Taiwan could be a big hurdle for domestic AI companies to clear.

image for news Will Potential Tariffs on Taiwan Semiconductor Manufacturing Sink the Stock?

Is Palantir Technologies Stock a Buy Now? — Positive

PLTR   The Motley Fool — February 10, 2025

Shares of Palantir Technologies (PLTR -0.39%) have been one of the best-performing artificial intelligence (AI) stocks over the past few years. Another blowout earnings report sent the stock surging in early February.

image for news Is Palantir Technologies Stock a Buy Now?

Brookfield to Invest €20 billion in France's AI Infrastructure — Neutral

BAM   GlobeNewsWire — February 10, 2025

Investment in data centers and associated infrastructure to be delivered by 2030 led by Paris-headquartered Data4 Investment in data centers and associated infrastructure to be delivered by 2030 led by Paris-headquartered Data4

image for news Brookfield to Invest €20 billion in France's AI Infrastructure

Zscaler: Paradigm Shifter — Positive

ZS   Seeking Alpha — February 10, 2025

Zscaler's Zero Trust Exchange platform is pioneering in protecting users, devices, and applications, making it ideal for the shift to cloud-based enterprise applications. The company has rapidly increased its market share and is the world's largest security cloud, handling over 500 billion daily transactions. Zscaler's revenue growth at 50% CAGR, coupled with secular tailwinds like 5G and AI, suggests continued outstanding growth.

image for news Zscaler: Paradigm Shifter

Amazon: This Mega-Cap Is A Compelling Buy After Impressive Q4 2024 Earnings — Positive

AMZN   Seeking Alpha — February 10, 2025

Amazon continues to show strong double-digit growth in e-commerce and AWS, driven by healthy demand and advancements in generative AI and cloud services. Despite challenges in the international segment, strong North American demand and AWS growth are expected to support overall topline growth in FY25. The company is focusing on cost reduction, robotics, and automation to drive margin expansion in the quarters ahead.

image for news Amazon: This Mega-Cap Is A Compelling Buy After Impressive Q4 2024 Earnings

Constellation Energy Is Spending Big Now To Win Big Later — Neutral

CEG   Seeking Alpha — February 10, 2025

Constellation Energy is spending big on nuclear and clean energy to fuel future growth. Cash flow looks messy now, but it's mostly timing and planned investments. They have plenty of cash and manageable debt, so no real financial risk.

image for news Constellation Energy Is Spending Big Now To Win Big Later

NASHVILLE, Tenn.--(BUSINESS WIRE)--LP Building Solutions announced the appointments of Jean-Michel Ribiéras and Ty R. Silberhorn to its Board of Directors, effective February 6, 2025.

image for news Jean-Michel Ribiéras and Ty R. Silberhorn Appointed to LP Building Solutions Board of Directors

Nebius Group: The Hidden Gem Of AI Infrastructure — Positive

NBIS   Seeking Alpha — February 10, 2025

Nebius Group's stock has surged over 100% in the past year, driven by its unique AI-native cloud platform and cost-effective solutions for SMBs and AI startups. The company's diversified ecosystem, including subsidiaries like Toloka AI and Avride, enhances its value proposition and creates cross-selling opportunities across multiple AI-driven industries. Strategic geographic expansion and a strong partnership with NVIDIA bolster Nebius's competitive edge, ensuring access to cutting-edge hardware and meeting growing computational demands.

image for news Nebius Group: The Hidden Gem Of AI Infrastructure