Vepar5/iStock via Getty Images Investment Thesis DLocal (NASDAQ:DLO) delivered an earnings report that put into question its ability to meet its own guidance. More specifically, there appears to be a chasm between where its quarterly result was for Q1 and the amount of work the company needs to put in to meet the low end…
MotionIsland/iStock via Getty Images The Trade Desk Delivered Yet Again The Trade Desk, Inc. (NASDAQ:TTD) investors have outperformed the market significantly since my previous bullish TTD article in February 2024. However, bearish investors could argue that TTD hasn’t been able to break decisively above the $92 level, given the robust selling resistance. The Trade Desk…
champpixs While equities have had a positive performance year to date, many investors are still positioned for risk. Brad Simpson, Chief Wealth Strategist with TD Wealth, joins MoneyTalk’s Anthony Okolie to discuss the dichotomy he’s seeing. Transcript Anthony Okolie – While equity markets have had positive performance so far this year, there’s still a lot…
TBE What does generally come to your mind first, when people mention luxury goods? I would expect people to think about beach front villas, yachts, sport cars, but certainly fashion, watches and expensive cosmetics make the top of the list. Moët Hennessy Louis Vuitton (OTCPK:LVMHF), Hermès International S.A. (OTCPK:HESAY) and Estée Lauder Companies (EL) are…
-/AFP via Getty Images ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) investors have experienced a significant surge over the past two months since it bottomed out in December 2023 at the $6.40 level. That bottom followed ZIM’s disappointing third-quarter earnings release that saw a massive reversal of fortunes for the asset-light shipping company over the past…
JHVEPhoto Brief Review Of ServiceNow’s Q4 2023 Earnings Report Heading into its Q4 2023 report, ServiceNow, Inc. (NYSE:NOW) was projected to deliver revenues and normalized EPS of $2.40B and $2.78, respectively. SeekingAlpha With ServiceNow beating consensus street estimates on both top and bottom lines [revenue: $2.44B (up +25.78% y/y), normalized EPS: $3.11], the stock is…
Orhan Turan The World Nuclear Association’s “Nuclear Power in the European Union” reads like a history of an industry in decline, notwithstanding that it has an “Updated December 2023” byline. There’s little evidence of any new developments and the big news is mostly about small extensions to nuclear closures. The current buzzword, SMR (Small Modular…
Maca and Naca/E+ via Getty Images Viatris Inc. (NASDAQ:VTRS) is an American pharmaceutical company formed as a result of the merger of Mylan and Upjohn. The company is one of the leaders in the generics industry. Thesis Over the past two and a half months, Viatris’ share price has risen more than 38%, reflecting increasing…
Dilok Klaisataporn Like many tech stocks, Upstart (NASDAQ:UPST) has had a great year – the stock at least. The company continues to face interest rate headwinds but has nonetheless managed to deliver incredible stock returns. The recent rally has been so strong that I now have a more pessimistic view of the business model quality,…
martin-dm I have wavered between Buy and Sell ratings on Meta Platforms (NASDAQ:META) over the years. I will admit to being overly bearish on the name since last spring around $200 per share. My last effort here suggested selling into good news earnings beats from the company and strength in the stock. So, the quote…
Andreas Rentz By Francesco Pesole, FX Strategist; Benjamin Schroeder, Senior Rates Strategist ING Heading into the European Central Bank’s December meeting, there is growing evidence that the Governing Council is split about the messaging being presented to markets. The generally arch-hawk Isabel Schnabel dropped strong dovish hints by ruling out rate hikes this week, and…
patpitchaya Novo Nordisk (NVO) investors have continued to see NVO defy gravity as it surges further into well-overvalued zones as investors piled into the stock. As a result, the momentary selloff in September was quickly defended by buyers looking to buy “every possible” dip that the market offers. In addition, Novo Nordisk posted impressive third-quarter…
This article is featured in Bitcoin Magazine’s “The Withdrawal Issue”. Click here to subscribe now. A PDF pamphlet of this article is available for download. The world you live in was never disenchanted. The curse of disenchantment, otherwise known as the Age of Reason, achieved only a confusion of the sacred and profane. One particular…
vanilla_jo/iStock via Getty Images Investment Landscape: Inflation, Recession, or Both The third quarter of 2023 was a wake-up call for many investors after equity markets powered relentlessly upward in the first half of the year. Global stocks and bonds sank in the third quarter, raising fears of a correlated drop in both asset classes, as…
CCS Insight predicts that the EU will indeed be the first to introduce specific regulations for AI. CCS Insight, a leading technology research firm has made a bold prediction that generative Artificial Intelligence (AI) is in for a reality check in 2024, as the hype surrounding this transformative technology gives way to the practical challenges…
Today, all employees of the FAST unit will be notified about their further status. Currently, there are 600 workers under the FAST division. It is not clear how many people will lose their jobs at Reality Labs. Meta Platforms Inc (NASDAQ: META) is reportedly planning to lay off employees in Reality Labs – its business…
The blocksize war marked a pivotal chapter in Bitcoin’s nascent history, illuminating the ability of node operators to withstand systemic changes that could undermine the network’s foundational principles of decentralization and censorship resistance. At the crux of the controversy was the issue of scaling Bitcoin to accommodate growing transaction volumes. While one camp advocated sacrificing…
With the introduction of the Sorare App’s AR functionality, fans can now take their virtual football experience beyond the screen and into their everyday lives. Web3 fantasy sports platform Sorare has announced the launch of its 3D digital football player cards with built-in Augmented Reality (AR) features. This bold move aims to revolutionize the way…
nopparit Listen here or on the go via Apple Podcasts or Spotify. Transcript Rena Sherbill: Welcome to the show, Prash and Agnieszka. It’s great to have you on the show. Thanks for taking the time and making it out here. Agnieszka Sekula: Hello. Dr. Prashanth Puspanathan: Thank you very much for having us. RS: Yeah,…
jinga80 Investment Thesis ContextLogic Inc. (NASDAQ:WISH) also known as Wish, is a business that faces numerous problems. Meanwhile, despite writing clearly bearish analysis on this stock, many readers have reached out to me asking why I haven’t put a sell rating on this stock. Is it that I’m still hopeful? Rather than answer individually, I’ve…