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November 6, 2024

This shoe company is feeling the pressure as consumer demand declines

Consumers are in trouble with U.S. credit card debt surpassing $1.14 trillion, setting a new record.
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October 30, 2024

This old dog has finally learned a few new tricks

Retail is changing fast. E-commerce sales are expected to reach $7 trillion by 2028, capturing nearly a quarter of all global retail.
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October 23, 2024

This company is leading the fight against wildfires

Wildfires have become an increasingly prominent and dangerous issue, especially over the last few decades. Since the 1980s, the extent of land burned by wildfires in the United States has seen a significant rise, with many of the largest recorded wildfire seasons occurring after the 2000s.
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October 16, 2024

This sportswear company can’t just do it anymore

Nike (NKE) investors have had a tough run over the past two years, with the stock losing nearly 50% of its value.
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October 9, 2024

The infrastructure boom can spur demand for this equipment provider

The supply chain has seen underinvestment and aging infrastructure for over two decades. As a result, the U.S. infrastructure, both public and private, has slowly deteriorated.
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October 2, 2024

Crossing the chasm with a weight-loss drug

Investing in biotech companies, particularly those that have yet to achieve profitability, can be challenging and high-risk. The early stages of research and development require significant funding, typically with little to no revenue to show for it.
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September 25, 2024

This company is transforming enterprise software with AI

AI is transforming how businesses operate, offering a clear edge by turning data into actionable insights.
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September 18, 2024

This company brings together the physical and digital worlds

Industries today are increasingly adopting technology to connect the physical and digital worlds, aiming to improve efficiency and reduce costs. Digital transformation is now a necessity for companies to stay competitive. Automation, data analytics, and precision technologies are driving this change.
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September 11, 2024

This MRO player won’t stay cheap for long

The aviation industry had a rough start to 2024 with several major part failures raising serious concerns about quality control.
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September 4, 2024

Ride-hailing is about to change, and this company will be leading it

The competition in the autonomous driving space is heating up, especially with Tesla's (TSLA) Robotaxi Day just around the corner in October. Uber (UBER) is making moves to stay ahead as the go-to company for ride-hailing. With its extensive network of users and drivers, Uber is a natural partner for companies looking to deploy and monetize their autonomous vehicle (AV) fleets.
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August 28, 2024

This company is one of the key beneficiaries of growing LNG demand

The global market for liquefied natural gas (LNG) has grown substantially in recent years and is poised for further expansion in the coming years.
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August 21, 2024

This advertising giant can thrive with the recent developments

The advertising industry has faced significant challenges in the last few years. As the COVID-19 pandemic disrupted economic activity and consumer behavior worldwide, marketing budgets were among the first items to be cut. This had a profound impact on advertising holding groups that derive the majority of their revenues from client spending.
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August 14, 2024

This company is thriving amid market turmoil

In July, the Federal Reserve left interest rates unchanged at its policy meeting as widely expected.
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August 7, 2024

Cloudy days await this burger chain

We have been discussing the many headwinds currently impacting the fast food sector. A recent survey found that one in eight U.S. adults (12%) admits to using glucagon-like peptide-1 (GLP-1) drugs.
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July 31, 2024

A software bug almost caused the entire world to stop

CrowdStrike (CRWD) is a leading American cybersecurity company.
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July 24, 2024

Rate cuts could significantly boost this company’s growth

On July 15, 2024, Federal Reserve Chair Jerome Powell spoke at the highly influential Economic Club of Washington D.C. and participated in a discussion where he provided insights into the Fed's outlook on inflation and interest rates. Powell acknowledged that inflation in the U.S. economy has peaked and is showing signs of slowing down to the Fed's 2% target rate.
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July 17, 2024

Hedge funds are betting big on energy

Energy and materials stocks saw the largest net purchases on U.S. equity prime brokerage books last week, highlighting hedge funds' views that these companies will benefit from favorable macroeconomic trends. The Goldman Sachs analysis found that hedge funds were net buyers of energy and materials stocks for the third consecutive week.
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July 10, 2024

You need chips for everything these days

The digital transformation of our world continues at a relentless pace.
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July 3, 2024

This company is fueling the increased gas demand

The global demand for natural gas is expected to significantly increase over the coming decade driven by several macroeconomic and technological factors. Following Russia's invasion of Ukraine in late February 2022, the European Union embarked on its REPowerEU plan to rapidly reduce dependence on Russian natural gas imports, which previously accounted for around 40% of the EU's total gas imports.
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June 26, 2024

This company is helping to build America’s new supply chain

The supply chain has seen underinvestment and aging infrastructure for over two decades. As a result, the U.S. infrastructure, both public and private, has slowly deteriorated.
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