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Big Oil, Energy Transition, And Key Forces Driving Tech Stocks In 2024 https://seekingalpha.com/article/4665302-big-oil-energy-transition-key-forces-driving-tech-stocks-2024?source=feed_tag_etf_portfolio_strategy Jan 26, 2024 - Mark Mahaney, Senior MD and head of Internet Research, and James West, Senior MD and Partner, both at Evercore ISI, discuss Big Oil, the energy transition, and key forces driving tech stocks
KDDI Corporation: Eyes On Key Corporate Developments https://seekingalpha.com/article/4665331-kddi-corporation-eyes-on-key-corporate-developments?source=feed_tag_japan Jan 26, 2024 - KDDI plans to list its IoT platform business, SORACOM, on the Tokyo Stock Exchange, which could be a positive catalyst. See why a Hold rating seems reasonable.
Zymeworks: Key Readout For Zanidatamab This Year And ADC Pipeline Expansion https://seekingalpha.com/article/4667794-zymeworks-key-readout-for-zanidatamab-this-year-and-adc-pipeline-expansion?source=feed_tag_editors_picks Feb 06, 2024 - Zymeworks Stock:Topline results from phase 3 trial of zanidatamab in GEA Patients are expected in late 2024. The author estimates a ~70% success rate.
CSL Limited falls after Phase 3 setback for key trial https://seekingalpha.com/news/4065708-csl-limited-stock-falls-after-phase-3-setback?source=feed_sector_healthcare Feb 12, 2024 - Australian biotech CSL Limited (CSLLY) experienced a 4% intraday loss after its Phase 3 AEGIS-II trial, aimed at reducing cardiovascular events, failed.
This Company Was Once a Key Part of Tilray Brands' U.S. Strategy. It's Now Worthless. https://www.fool.com/investing/2024/02/16/this-company-was-once-a-key-part-of-tilray-brands/?source=iedfolrf0000001 Feb 16, 2024 - Investors have punished Tilray's stock, which is down more than 90% in three years.
Wall Street Targets To Open Positive Ahead Of Key Economic Announcements https://www.rttnews.com/story.aspx?Id=3426657 Feb 22, 2024 - Initial Jobless Claims, Existing Home Sales, as well as Fed speeches, might be the highlight on Thursday. Earnings reports also might get attention.
Intel’s CEO Says AI Is the Key to the Company’s Comeback https://www.wired.com/story/intel-ceo-pat-gelsinger-ai-comeback/ Feb 22, 2024 - Pat Gelsinger says that Intel’s renewed investment in cutting-edge manufacturing technology will allow it to become a leading supplier of AI chips. Microsoft is already onboard.
Earnings Remain Key In A Confusing Macro Picture https://seekingalpha.com/article/4673512-earnings-remain-key-in-confusing-macro-picture?source=feed_tag_etf_portfolio_strategy Feb 26, 2024 - The current macro environment likely has several twists and turns ahead, and is not without meaningful risks. Explore more details here.
U.S. Stocks Close Weak As Investors Await Key Economic Data https://www.rttnews.com/story.aspx?Id=3427370 Feb 26, 2024 - U.S. stocks ended on a negative note on Monday, and the major averages turned weak after a slightly positive start, as investors largely stayed cautious ahead of some key economic data, including a report on consumption expenditure.
Orange: A Thesis Update With Key Indicators https://seekingalpha.com/article/4674094-orange-a-thesis-update-with-key-indicators?source=feed_all_articles Feb 27, 2024 - The competitive environment in France is less intense, with Orange adding broadband customers. Read why we are now less bullish on ORAN stock.

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