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Key Takeaways Poor thermal and energy efficiency will see Intel lose out to AMD in the server CPU market AMD and ARM will take market share from Intel in the consumer CPU segment Intel will see Notebook OEMs switching to AMD and ARM based chips for their efficiency gains Intel’s Arc GPUs won’t be able to catch up to Nvidia, leaving them without the scope to focus on AI Catalysts Struggling in the Data Center Market: Xeon SP CPUs Losing Ground As AMD Steps Up Intel's dominance in the data center CPU market has been a significant pillar of its success over the years, contributing around 30% to the company’s total sales. INTC Revenue & Earnings Breakdown - Simply Wall St However, recent trends suggest a concerning shift.Read more

Key Takeaways I'm bullish on Microsoft as a business, its most profitable days ahead Growth avenue: revamp current products with AI, increase offers on Azure cloud Not leader in cloud infrastructure, but dominant in SaaS productivity suite Highest potential growth industries: CRM & ERP, gaming, healthcare Teams: Microsoft's true super app, pushing to make it as prevalent as Office 365 Catalysts Business Catalysts Enhancing the family of apps with AI. By now, most of the investing world regards Microsoft as a leader in AI.Read more

Key Points SoundHound has developed over two decades of moat in an industry that just started getting traction. With shrinking electronics and communication with machines becoming more mainstream, I believe the company can capture much of this growth.Read more

Summary Holmen is trading at a premium (P/E ~23) amid cyclical weakness in sawmill products and lower energy income. A more reasonable multiple on “normalized” earnings is likely ~10–15× over a longer cycle, suggesting possible overvaluation if 2025 earnings do not rebound.Read more

KT Corporation, a leading Korean telecommunications company, has announced a share repurchase program aimed at increasing shareholder value. The program, which will run until August 13, 2025, involves the repurchase of up to KRW 250 billion worth of the company's shares.Read more

The biggest seller of olive oil in the world, owner of relevant brands like Bertolli, Carbonell, Koipe Owned by mainly private equity fund who went into the Companys 4 years Ago when it was restructured due to it's unbearable debt. New shares of the Companys where issued, part of the debtors acquired 50% of the Companys and CVC acquired a relevant stake.Read more

Omatek Ventures Plc has announced a disappointing financial performance for the full year ended December 31, 2024, reporting a loss of N62.14 million. This decline in profitability is attributed to high administrative expenses and other costs, which offset the company's revenue growth.Read more

Key Takeaways Meta can maintain social media dominance via new products, AI and continued advertising trends. Its LlaMA models are more adaptable and customizable, which will drive developer adoption.Read more

Amazon (AMZN) stands at a pivotal moment in its evolution, with its Q-powered AI services set to revolutionize its growth trajectory. While Amazon has long been known for its dominance in e-commerce and cloud computing, it is the integration of artificial intelligence that positions the company for sustained growth and profitability over the next decade.Read more