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bullish
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Thematic (Sector/Industry)
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22 Nov 2024 13:28
Thematic Report: AI Wave- Big Tech's Spending Spree
Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.
Sudarshan Bhandari
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bullish
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Eltek
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21 Nov 2024 04:00
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Issuer-paid
ELTK: Eltek releases 3rd quarter 2024 financial results. The company also provided updates on end market trends and its capacity improvement program. We maintain our price target of 18.00 per share.
Eltek Ltd is an established manufacturer of Printed Circuit Boards (PCBs) that is entering a new growth phase due to increases in manufacturing...
Zacks Small Cap Research
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129 Views
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bullish
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Thematic (Sector/Industry)
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20 Nov 2024 12:41
For Its WFE Q324 Season Finale, AMAT Returns ASML's Favour & Sinks Semis Yet Again
AMAT's so-so quarter & outlook tanked semis as earnings season ends, just like ASML did when it began. Most WFE share prices are now back at early...
William Keating
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173 Views
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bearish
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Thematic (Sector/Industry)
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18 Nov 2024 12:42
SUMCO Despairs On Legacy Rebound, EVs, China, Visibility Etc...
There isn't much point in speculating about things we don't understand. We don't know whether it is a slow recovery or if there won't be a...
William Keating
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213 Views
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bullish
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Cross Asset Strategy
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18 Nov 2024 08:30
2025 High Conviction Idea: Gold
Gold prices have staged multi-year breakouts in multiple currencies, indicating a long-term bullish outlook. It's also on the verge of staging...
Cam Hui
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303 Views
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