Top Stories from The Trader Times

Nordnet establishes itself as the leading online financial services provider in Scandinavia, doubling its market share from 2016 to 2022 and capitalizing on regional trends such as Sweden's premium pension. With just 800 employees, Nordnet offers the most comprehensive range of online financial services and positions itself well ahead of traditional banks with 30,000 employees as the leading...

The Trade Desk (TTD) offers software solutions to plan, measure and optimize advertising campaigns centrally in one place. 90% of the 200 largest advertising agencies already use the platform and the market potential is huge with around $900 billion in global digital advertising spending. The possibilities are also enhanced with the AI-based media buying platform Kokai, which was launched in June 2023...

After a weak 3rd quarter, there are now signs of a strong 4th quarter. We should have bottomed out. Growth should return from 2024/25. Verbio is bringing its technology to the USA and is also expanding combined bioethanol-biomethane production there, which has competitive advantages. Verbio (A0JL9W) finally jumped on May 14, 2024, as it announced the prospect of a strong Q4 after a very...

The shares of Swiss sporting goods manufacturer On Holding (ONON) have been stuck in a sideways range for some time. This could change, as the company reported a strong first quarter on Tuesday (March 14) with record sales and profitability. Martin Hoffmann, Co-CEO and CFO of On, said: "The first quarter was a very strong start to the year and a further step in the implementation of our long-term strategy...

Restaurant stocks are currently booming, which could also benefit Growth-Stock Toast (TOST). The operation of a restaurant is complex and complete solutions are in demand, ranging from point-of-sale systems, tablets and various handheld devices, local ordering terminals and online ordering solutions to software for supply chain and inventory management, personnel management or marketing and customer...

Sweetpass and menu innovations have been well received and are expected to drive further growth. The introduction of Sweetpass has provided direct access to consumers' cell phones, enabling targeted marketing and data collection. Menu innovations such as the introduction of Protein Plates have helped capture a larger share of consumers' daily meal budgets and diversify its revenue streams....

Arista Networks sees Ethernet as a critical infrastructure for the AI era and wants to profit from it. The goal is to reach $750 million in AI revenues by 2025. Arista Networks (ANET) is known for its network products, such as routers, switches and EOS operating software, to deliver the data center infrastructure of tomorrow. The figures were good and $1.2 billion is being raised as a share...

We recently discussed Sterling Infrastructure (STRL) among the relative strength stocks. The company is able to report high order intake in its largest and highest-margin segment (e-infrastructure). Sterling is benefiting from the fact that customers in the data center market want to quickly build up the capacities required for AI technology. The solutions offered include large-scale site development...

The medical technology company LeMaitre Vascular (LMAT) supplies products for the treatment of peripheral vascular diseases. The range includes catheters, stents, biological implants and other medical instruments to improve blood flow. End-stage renal disease and, to a lesser extent, cardiovascular disease are also addressed. Peripheral vascular disease affects an estimated 200 million people worldwide....

Universal Display returns to growth with a 27% increase in sales. Net profit could double by 2027. The OLED IT market is set for significant growth. For example, the display market is expected to grow from $42.1 billion to $58 billion by 2028. Universal Display (OLED) is a leader in the research, development and marketing of OLED technologies and materials. These are made available for use...

Robotics stocks are one of the most important investment trends. Procept Biorobotics broke out to a 52-week high and is a leader stock. The 83% growth in the 1st quarter was convincing. The forecast was raised. An expansion into prostate cancer treatment is generating great imagination. Robotics is one of the most exciting investment trends. Procept Biorobotics (PRCT) currently stands out...

Leidos (LDOS) remains a very important player on the US market. The stock is likely to draw its fourth consecutive pivotal point on the chart and break out to a new all-time high. The software manufacturer sells solutions for information security, system integration and data analysis in the three markets of national security, healthcare and industrial applications. Its customers include both US and...

In the US, construction stocks continue to perform quite solidly. Sterling Construction (STRL), which operates under the name Sterling Infrastructure, is one of the best relative strength stocks. The company operates primarily in the construction industry in the United States and focuses on three main business segments: heavy construction, specialty services and residential projects. Key growth drivers...

Revenue climbs by 15% - fastest growth rate since the beginning of 2022. Operating profit in cloud business jumps more than fourfold. Alphabet approves its first dividend of $0.20 per share and a new share buyback program worth $70 billion. On Thursday, April 25, the technology group Alphabet published its results for the first quarter of 2024 and exceeded analysts' estimates. Among other...

It is clear that the stocks of education companies represent an industry trend. On Thursday (April 25), Strategic Education (STRA) delivered strong figures. It is an education services company that provides access to quality education through on-campus and online post-secondary education programs. It also offers programs to develop pre-vocational skills for high-demand markets. Through the Education...

Stride had a record quarter, with a 23% increase in profits and 9% more enrollments. AI is being used in back-end processes, for tutoring and is expected to become an important tool for teachers and students to better learn and create content. In the US model portfolio, we have celebrated great success with the AI stocks around NVIDIA, Super Micro and Dell. But we have also started to focus...

Munters has been providing energy-efficient air treatment and air conditioning solutions since 1955. Net sales in Q1 increased by 11%, mainly due to major orders in the Data Center Technologies segment. Munters is building a new factory in Ireland to meet the growing demand for innovative and sustainable cooling solutions for data centers. Munters is a leading global provider of energy-efficient...

Steico manages to increase net profit by 184.5% to €5.9 million in the first quarter. At 11.6%, the EBIT margin is above the 2024 target corridor. Steico's business should be at the turning point for the positive. The share should soon break out of the bottom. The construction of single and multi-family homes and renovations are suffering from the rise in interest rates. Demand for houses...

Schneider Electric generates 21% of its revenues with data center and network solutions. The company expects demand to remain strong! Kepler has upgraded the rating from Hold to Buy with a target of €250, as a cyclical recovery is expected from the second half of the year. Schneider Electric (860180) is one of the stocks at the 52-week high that should be on the watch list due to the data...

The aviation industry appears to have largely recovered from the pandemic, at least to the extent that airlines can now look ahead again and plan for the long term. They want to further expand their business through strategic investments. The share reached a new all-time high and the pre-coronavirus level in March 2024. This momentum could provide further upward movement. SkyWest (NASDAQ:...

Mobileye has orders on the books for 46 million EyeQ6 chips. This will enable assisted driving for the mass market. Series production will start in 2025. Mobileye's pace of growth could pick up next year. The automotive industry is undergoing a transition to autonomous, electrified and connected driving. A race for the robot car has begun. With its vision systems, Mobileye (MBLY) is one...

Defense stocks are in demand again following Iran's attack on Israel. Lockheed Martin (LMT) is also attracting attention on April 15 with an estimated $17.7 billion major contract from the US Missile Defense Agency (MDA). As the prime contractor, the multi-year contract to supply the Next Generation Interceptor (NGI) is intended to modernize the Ground-Based Midcourse Defense (GMD) program, which includes...

Infineon has increased its market share in automotive chips by 100 basis points to 14% in 2023. For microcontrollers, it is even at 29% Defying the weak demand for electric cars. Twice as much chip content is installed in an electric car as in a combustion engine. The age of AI is increasing the energy consumption of data centers. Infineon improves energy efficiency in data centers with its...

The technology group Microsoft could double its earnings per share before the end of the decade, the American weekly magazine Barron's quoted Morgan Stanley analyst Keith Weiss as saying. He referred to the strong traction in the areas of cloud computing and AI software. Morgan Stanley expects annual growth in earnings per share of 16% Weiss assumes that Microsoft could achieve annual revenue...