Top Stories from The Trader Times

Curtiss-Wright is engaged in the development, production and sale of technology-intensive products used in the two core areas of aerospace and defense as well as in commercial markets such as energy and process solutions or general industry. Not only does the core defense solutions business play an important role in the face of ongoing geopolitical tensions and rising defense spending, but also military...

IoT company Samsara (IOT, i) aims to increase the efficiency of physical and often very complex operations. To this end, it provides GPS and telematics systems, video security solutions and associated software to transfer data from vehicles, employees and other assets to the Connected Operations Cloud, where real-time monitoring and analysis of the collected data is made possible. Last year, this cloud...

Salesforce (CRM) provides comprehensive cloud solutions for customer acquisition, retention, sales, service and marketing and, according to the IDC Software Tracker, is the market leader in customer relationship management for the 10th year in a row. In terms of revenue, Salesforce is the third-largest provider of business software and the leader in enterprise applications and AI-based CRM. CEO Marc...

The stock of e-commerce giant Amazon (AMZN) continues to be among the leaders of November. There are now several reasons why the share price could continue to rise. Black Friday and Cyber Monday were strong. Amazon reported its best event ever. Over 1 billion items were sold via the platform within 11 days. Millions of customers signed up for Prime membership during the Christmas shopping campaign,...

BellRing Brands is a company to keep an eye on if you want to get started. The company benefits from the fitness hype and offers protein-based drinks, bars and nutritional supplements. The products are sold through a broad network of distribution channels such as gyms and drugstores. What I like is that BellRing does not focus on a niche, but, unlike its competitors, wants to appeal to every possible...

Ströer confirms the story within the framework of the EK Forum. Digital out-of-home advertising is gaining market share and should also perform well in 2024. The divestment process continues. Asam Beauty is likely to be sold and Statista could be made ready for a deal with the integration of AI. The Eigenkapital Forum, which is all about equity, is taking place this week until Wednesday....

Novo Nordisk launches Wegovy in Japan on 02-22-2024. GLP-1 products will boom in the next few years! Gerresheimer supplies all relevant GLP-1 manufacturers with drug delivery systems. The share now has recovery potential! Novo Nordisk announced today that it plans to launch the weight loss drug Wegovy in Japan on February 22, 2024. This would be the sixth country where the anti-obesity product...

The placement by Permira does not change anything in Teamviewer's business, but only increases the free float. The discount should be made up again. Supervisory Board member Conrad Swantje is the first insider to take advantage of the fall in the share price to buy. At €13.29, shares were acquired for €62,481. We added Teamviewer to the model portfolio after Capital Pivotal Point on...

Wall Street forecasts were clearly exceeded. However, the group expects negative effects in the following quarter due to export restrictions. NVIDIA shares were down by around 1.7% in early trading on Tuesday, November 22, after the chip company published its results for the third quarter the previous day. Wall Street's forecasts were clearly exceeded. However, the group expects negative effects...

As a provider of AI-based warehouse automation systems, Symbotic (SYM) has been able to maintain its impressive growth rate even in an uncertain economic environment. In the 2023 financial year that has now ended, sales almost doubled with an increase of 98%. This was due to a doubling of the systems in use. There are currently 12 fully functional systems and 35 ongoing deployment processes. Recurring...

The US company Stride (LRN), which specializes in alternative education services, was formerly known as K12 and used to focus on full-time virtual programs from kindergarten to 12th grade. Following the name change in December 2020, in addition to general education, vocational training programs for young people and adults in the fields of technology and health were also added thanks to the acquisitions...

The cooperation with NVIDA will help to improve the AI functions of Dash and AI as well as the upcoming tools. The AI strategy will become more credible. With over 700 million registered users, Dropbox only has 18.17 million paying customers. Personal AI assistants could change that and accelerate growth. Dropbox has a user base of over 700 million registered users. They entrust their documents...

The new platform has now launched just in time for New Year's resolutions, but relies on generics rather than the very popular GLP-1 drugs. Hims & Hers announced in August that it would enter the weight loss market by the end of the year. The company's new weight management program has been in research and development for over a year. Now it could be launched this week, but instead of prescribing...

With a market capitalization of around $7.8 billion, the US fintech is a direct competitor to PayPal and Block in the Buy Now, Pay Later market. The company offers consumers installment payments for online purchases and at the point of sale in stores, which are becoming increasingly popular in times of high inflation. Affirm aims to differentiate itself from its competitors by offering fixed interest...

Construction demand has collapsed. Demand will rise again with the turnaround in interest rates in 2024. Steico would be a top profiteer after the sharp price correction! Steico is profitable despite the market slump. The valuation has fallen to an acceptable level with a P/E ratio of 1.1. A first ray of hope can be seen on the chart today! In October, building interest rates still managed...

An analyst from Morgan Stanley thinks that 2024 will be the decisive year for Apple in Edge AI. He sees the company leading the way in AI work taking place on smartphones and PCs. Apple (NASDAQ: AAPL) hasn't talked too much about its plans in the generative artificial intelligence space. However, CEO Tim Cook said the tech company is "investing quite a bit". That is likely to change in 2024, according...

Ionos again delivers as planned for the IPO. The increase in the margin forecast from 27% to 27.5% is a positive surprise. At EUR 174.1 million, FCF is flowing strongly. The IPO price of 18.50 euros should be reached again. The business is growing, the margin is increasing, FCF is strong and the valuation is favorable with a P/E ratio of 10.5. This week we added Ionos to our model portfolio,...

NVIDIA could soon present three new AI chips for China in order to circumvent export restrictions. The Chinese market is important because of its 90% share and a 20 to 25% share of data center revenues. The USA is in a technology war with China. China's access to high-performance chips for AI applications is to be restricted. As announced in October, export restrictions are to be added to...

The AI trend is still in its infancy and is also creating a high demand for specialists to develop modern apps, especially with generative AI. Upwork is positioning itself more broadly as a leading recruitment platform for freelancers with new products and aims to become the leading online marketplace when it comes to recruiting talent for AI projects. The news that the number of job advertisements...

With Hims & Hers (HIMS), another growth stock could start a rebound attempt today after better-than-expected figures and a forecast increase. The telemedicine provider operates a health and wellness platform and focuses on a low-cost alternative to health insurance and visits to the doctor with subscription offers. Over 14,000 daily visits are already processed via this platform. It provides round-the-clock...

The online travel booking platform exceeded forecasts in the third quarter with record sales and higher profitability. On November 2, 2023, the company also announced that it will repurchase $5 billion worth of common stock. The buyback is effective immediately and is in addition to the existing $1.8 billion share buyback program. Expedia reported strong overall booking metrics amid strong demand...

The cloud file-sharing company Dropbox published quarterly results on November 2, 2023 that exceeded analysts' estimates. In Q3 2023, Dropbox earned 56 cents per share on revenue of $633 million. Analysts were expecting adjusted earnings of 49 cents per share and revenue of $628 million. Dropbox's revenue increased by 30% compared to the previous year. Free cash flow was $246.5 million compared to...

AI share Palantir (PLTR) lost ground again in the second half of October. Despite the high valuation, the share remains very exciting in the wake of the AI era. The company is seeing strong interest in the "AI boot camps" it launched in October. By the end of November, Palantir is on track to hold boot camps with 140 companies. The number of users of Palantir's AI platform almost tripled in the period...

Pinterest (PINS) wants to become more "shoppable". Half of the users already consider Pinterest to be a shopping platform for inspiration provided in the form of clothing styles, furniture designs, vacation destinations or cooking recipes. The onerous post-pandemic growth normalization of stagnant user numbers appears to have been digested with Q3 results, which announced a new record high with an...