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Catalysts Robust Revenue Growth : In the third quarter of 2024, SMCI reported impressive revenue growth. Their revenue reached $3.85 billion, which represents a remarkable 200% year-on-year increase .Read more

Key Takeaways Shrinking stock buybacks will turn away investors who are seeking guaranteed capital returns. Caterpillar being late to electrify and automate their heavy machinery could see customers shift to more technologically advanced competitors.Read more

Catalysts New Products or Services Impacting Sales or Earnings American Express has been actively enhancing its product offerings and making strategic acquisitions to drive sales and earnings growth. Here are some key points from recent earnings calls and reports: Product Innovations and Refreshes : American Express is on track to refresh approximately 40 products globally by the end of the year, including a refreshed US consumer gold card [source].Read more

Catalysts Products and Services Impacting Sales and Earnings : CrowdStrike offers cybersecurity solutions, with its flagship product being the Falcon platform. This cloud-native platform provides endpoint protection, threat intelligence, and incident response capabilities.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

Catalysts Products or Services that Could Move Sales or Earnings Meaningfully Generative AI (GenAI) : Accenture reported $3 billion in new GenAI bookings in FY'24, including $1 billion in Q4. GenAI revenue was nearly $900 million for the full year, up significantly from FY'23.Read more

Budimex is the leading Polish company in the construction sector, accounting for about 57% of the overall WIG-construction index. Thanks to the diversification of its operations, the company has been able to occupy such a large share of the market.Read more

Meta Platforms, Inc. (META) announced very strong Q3 2024 results underlined by revenue growth and a strong commitment to AI and the metaverse.Read more

To estimate Steppe Gold’s stock price if gold reaches $4,000 per oz, we'll take into account several key factors including production growth, costs, and valuation multiples. Here's how we can approach it: ### Key Assumptions: 1.Read more