This week’s picks cover: Why Alphabet is the most undervalued Mag7 stock, how PVA TePLa is on the cusp of being re-rated higher, and why CSL is undervalued, no matter how high the tariffs go.
Lucid Group (NasdaqGS:LCID) witnessed a 21% share price increase over the past month, potentially driven by its recent announcement of the 2026 Lucid Gravity Grand Touring, an entry into the luxury SUV market. This move aligns with the broader market’s climb, highlighted by gains in the tech sector and overall resilience amid U.S.-China trade tensions. The launch of the luxury SUV might have enhanced investor confidence by showcasing Lucid's innovation in electric vehicles. Despite some...
Cboe Global Markets (BATS:CBOE) recently launched the S&P 500 Equal Weight Index options on April 14, 2025. This product introduction could have supported the company's 13% share price increase over the last quarter. This aligns with the broader market trends, where technology and banks led gains amid easing trade tensions, as indicated by a 0.3% rise in both the S&P 500 and Nasdaq. While Cboe's new executive appointments and buyback update were relevant, the collective impact of market...
Celsius Holdings (NasdaqCM:CELH) recently announced significant changes to its corporate governance structure, proposing amendments to its Articles of Incorporation at the upcoming AGM. Over the last quarter, Celsius Holdings experienced a 39% increase in its stock price, a notable move amid broader market dynamics. This upward trend came despite a mixed earnings report for Q4, which revealed a sales decrease but a full-year sales increase. The introduction of new product lines, such as...
Monolithic Power Systems (NasdaqGS:MPWR) experienced a price increase of 10% over the past week, closely aligned with positive movements in the tech sector, buoyed by recent exemptions in tech tariffs that likely elevated market sentiment. The company's recent amendments to the bylaws, which enhance stockholder rights and clarify governance structures, coincided with this rise, potentially adding weight to the broader market trends. As the market benefited from a general uptick in tech...
DuPont de Nemours (NYSE:DD) announced the launch of new products in its Kalrez® line, targeting high-temperature and chemical environments in the oil and gas sector. During the same period, the Dow Jones rose 0.2% as banks and tech stocks led the indexes higher despite geopolitical tensions. While DuPont's stock moved 5.52%, the broader market increased by 6.8%. The new product announcements likely added weight to DuPont's performance amidst the broader market uptrend, which saw gains across...
Goldman Sachs Group (NYSE:GS) reported strong first-quarter financial results, posting a net income rise to USD 4,738 million and announcing an aggressive share buyback program of USD 40,000 million, strengthening shareholder value. The company's stock appreciated by 8%, amid a broader market gain of 6.8%. Recent tensions between the U.S. and China may have injected some volatility, yet the company's robust earnings and share repurchase likely supported its impressive performance. While the...
