AIRO Takes off like a Rocket: drone maker shoots up 140% after IPO, targets NATO and US military contracts
New stock market star: Airo Group Holdings Inc.
At a time when global geopolitical tensions are escalating and interest in defense technology is growing, a new and ambitious company has gone public - Airo Group Holdings Inc. - and its debut was literally explosive:
+140%...
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Analysis: MP Materials
MP Materials $MP is a strategic player in rare earth mining - key to electric vehicles, wind turbines and the defense industry. It operates the only active mine in the U.S. (Mountain Pass) and plans to launch domestic magnet production, making it a key part of the drive for U.S. resource self-sufficiency.
Morgan Stanley raised its recommendation to "buy"...
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I don't know the company very well, but I guess it's not very interesting to me.
Planet Fitness: a generational growth bet on a healthy lifestyle
It's a great company and the numbers look good too. But the problem is the high price. I'd much rather buy after a 20% drop.
Shares of DuPont de Nemours, Inc. have experienced a decline of more than 21% since the announcement of U.S. tariffs, making it an undervalued title with attractive upside potential, according to some analysts. KeyBanc currently raised its recommendation to "Buy" with a target price of $81, up nearly +33% from the current level of around $61.
The stock is rising quite nicely and unless the fundamentals change, it may be a good stock for diversification.
FuboTV: From outsider to potential streaming leader
FuboTV $FUBO went through a rough patch in 2024, but thanks to a strategic alliance with Hulu+ Live TV (Disney), the tables have turned in 2025. The stock has more than doubled in value, and the company is poised to become a stable and strong investment for the future.
Key changes that have turned the tide:
The merger with...
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Interesting business and the stock is rising really nicely, but I'd rather invest in $DIS.
Carvana: Morgan Stanley analysts upgrade rating to "Buy", stock rises
Carvana $CVNA , a pioneer in online used car sales, saw its stock price rise after Morgan Stanley raised its rating to "Buy" and target price to $280.
Strong improvement in financial performance:
Ebitda rose to $1.4 billion from $339 million
Expected Ebitda for 2025: $1.9 billion
Shares up nearly 450% year...
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A growth stock it may be, and now the stock is rising, but for me it's more speculation.
CoreWeave (IPO): key AI infrastructure player goes public
CoreWeave is a GPU-based cloud computing provider that specializes in renting computing power for AI applications. Its IPO (March 28, 2024 on NASDAQ) is one of the largest technology primary issuances this year.
Explosive revenue growth and long-term contracts:
Year-over-year revenue growth of 747% to $1.9 billion
Contrac...
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I'm sure it can be a good opportunity, but I stay away from it and never invest in an IPO and just watch it.
NuScale Power: A risky but promising bet on the future of nuclear power
NuScale Power $SMR is a start-up focused on small modular nuclear reactors . It is a highly speculative investment as the company is still in a loss-making phase and is yet to see the first commercial deployment of its technology. But if NuScale succeeds, it could become a pioneer in modern nuclear power.
Wh...
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It's certainly an interesting business and there's been a lot of talk about it lately, but I'll wait to invest.
The year 2024 was the most successful year for the KARO Group in terms of results. We caught up with the Group's Chief Financial Officer, Jakub Hemerka, for a brief commentary on the recently announced results.
https://www.youtube.com/watch?v=EfZsOCvVFNICummins (CMI): stable growth leader in the industrial engine segment
Cummins Inc. $CMI, known for its industrial engines and power generation systems, is showing strong results and offers investors steady growth potential. Analyst Angel Castillo expressed optimism about the company's future prospects, with key factors being:
Better-than-expected Q4 results:
Potential for margin...
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I'm investing more in technology stocks right now, but if the price drops a few more percent, it could be an interesting opportunity.
UPS: A long-term opportunity in the market's disfavour?
United Parcel Service shares $UPS have weakened 20% over the past year and are trading near a 52-week low. Yet the company is undergoing strategic changes that could ensure its long-term growth.
1. Attractive valuation and record dividend yield
-$UPS is trading below its five-year averages in key valuation metrics.
- The...
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Dividend stock to buy: Waste Management
Waste Management $WM is one of the most reliable dividend stocks due to its stability and recession-resistance. As the largest provider of waste management services in North America, it benefits from high barriers to entry for competitors and continued demand for its services.
Why invest in Waste Management?
A resilient business model
-...
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I have a stock in my portfolio. I wouldn't buy now, but it's a solid company and I expect it to do well in the future.
The shares of Doosan Škoda Power gained +18.33% on the first trading day yesterday and are receiving a positive response from investors. Today the stock is gaining another 4.23%. How do the issue managers Miloš Čebík and Radek Musil view the transaction? Listen to the interview.
https://www.youtube.com/watch?v=YvRd40HvVbUThe results of Moneta Money bank $MONET.PR exceeded expectations on virtually all fronts. We asked the company's CFO, Jan Frick, for a more in-depth commentary on today's results.
https://www.youtube.com/watch?v=XQr2qbgXCLkDoosan Škoda Power is going to the Prague Stock Exchange. We called Daniel Procházka, CEO, to tell us more about their plan.
https://www.youtube.com/watch?v=3QhP4_hYe4w
I'll wait a while and if it falls through, I might buy.