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WHY POWELL INDUSTRIES SURGED, THEN PLUNGED ON WEDNESDAY

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✍️ Powell Industries' stock surged and then plunged after reporting fiscal fourth quarter earnings that beat expectations, but with lower order intake.

👉 Powell Industries' stock surged and then plunged after reporting fiscal fourth quarter earnings that beat expectations, but with lower order intake. 👉 The company's traditional end-markets, such as Oil and Gas and Petrochemicals, were strong. 👉 The Electric Utility segment, which is leveraged to the AI data center buildout, saw a significant increase in orders. 👉 The company's balance sheet is strong, with $433 million in cash and no debt. 👉 Powell Industries has a great balance sheet, with $433 million in cash and no debt.

-- #BillyDuberstein #business

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✍️ Powell Industries' stock surged and then plunged after reporting fiscal fourth quarter earnings that beat expectations, but with lower order intake.

-- #BillyDuberstein #business

✍️ Navitas Semiconductor is embarking on a strategic transformation, pivoting away from the mobile market and towards AI data center infrastructure, with a new CEO at the helm.

-- #ChrisAllexandre #BillyDuberstein #technology

✍️ Perion Network, an adtech company, saw a return to revenue growth after a difficult period, with its digital out-of-home and connected TV segments growing rapidly.

-- #BillyDuberstein #business

✍️ AngloGold Ashanti's revenue grew 61.2% and earnings per share rose 136% in the third quarter, leading to a 6.1% rally in the company's shares.

-- #BillyDuberstein #business

✍️ JFrog delivered a beat-and-raise quarter, with revenue surging 25.5% and adjusted EPS surging 46.7%, beating expectations. The company's cloud revenues surged 50% and its net dollar retention rate rose 118%.

-- #ShlomiBenHaim #BillyDuberstein #business

✍️ Iren Limited's stock rallied 29.4% in October, driven by new cloud contracts and a convertible notes offering.

-- #BillyDuberstein #business

-- #WarrenBuffett #MichaelKirban #BillyDuberstein #business

✍️ Grab's revenue beat expectations, but earnings only met expectations, causing the stock to plunge 7.7% despite strong growth in EBITDA profitability.

-- #BillyDuberstein #SoutheastAsia #business

✍️ LendingClub, a fintech company, is rebranding next year, which could help close the valuation gap with its peers. Despite superior underwriting, the stock trades at a discount.

-- #ScottSanborn #DrewLaBenne #BillyDuberstein #business

✍️ Mirion Technologies' Q3 earnings report exceeded analyst expectations, driven by nuclear-related revenue and small nuclear reactor wins. The company's stock rallied 18.2% on the news.

-- #BillyDuberstein #business

✍️ Kirby Corporation reported earnings above analyst expectations, driven by its industrial equipment business, particularly power generation, which surged 56% due to AI data center-related growth.

-- #BillyDuberstein #business

✍️ Columbia Financial's shares rallied 7.4% after the company reported strong financial metrics, including a 26.7% increase in net interest income and a 150% rise in earnings per share.

-- #BillyDuberstein #business

✍️ The article discusses the Vanguard Total Stock Market Index Fund (VTI) as a good choice for investors looking to invest in the stock market, particularly during the current AI buildout.

-- #WarrenBuffett #BillyDuberstein #business

✍️ Karooooo's revenue growth was strong, but earnings were disappointing, leading to a 16.5% decline in stock price.

-- #BillyDuberstein #SouthAfrica #SoutheastAsia #Europe #business

✍️ Energy Fuels' stock rallied 3.3% despite a market sell-off, driven by its rare earths refining capabilities and the US-China trade tensions.

-- #PresidentDonaldTrump #PresidentXiJinping #BillyDuberstein #China #SouthKorea #business

✍️ MP Materials' stock price surged 13% after President Trump threatened to increase tariffs on Chinese imports and cancel a meeting with President Xi Jinping due to China's new export controls on rare-earth elements.

-- #PresidentTrump #PresidentXiJinping #BillyDuberstein #China #US #business

✍️ Figma's stock rallied 6.7% after being included as a partner in OpenAI's software development kit presentation, allowing users to integrate Figma's design capabilities with OpenAI's ChatGPT app.

-- #SamAltman #LukeZhang #BillyDuberstein #technology

✍️ Oracle's stock rallied 24.4% in September after disclosing a 359% gain in its cloud unit's remaining performance obligations, driven by a massive $300 billion agreement with OpenAI.

-- #LarryEllison #SafraKatz #BillyDuberstein #technology

✍️ Jumia Technologies, an African e-commerce company, saw its stock rally 35% in September due to its ability to buy cheaper goods from China as a result of US tariffs.

-- #FrancisDufay #BradErickson #BillyDuberstein #Uganda #China #UnitedStates #business

✍️ Iren Limited (NASDAQ: IREN) rallied 11.2% on Monday after OpenAI announced a massive deal with AMD, signaling strong demand for compute power and AI GPUs.

-- #BillyDuberstein #technology

✍️ Intel's stock surged 37.8% in September after Nvidia invested $5 billion and announced product partnerships.

-- #BillyDuberstein #Arizona #business

✍️ Etsy's stock fell 12.3% after sell-side analysts had a less-enthusiastic spin on its partnership with OpenAI and a worse-than-expected consumer sentiment reading.

-- #NathanFeather #MarkKelley #BillyDuberstein #business

✍️ DraftKings' shares fell 10.2% due to the success of privately-owned betting platform Kalshi, which posted record sports-betting volumes, and worsened consumer sentiment data.

-- #BillyDuberstein #business

✍️ Carnival Cruise Lines beat revenue and earnings expectations in the third quarter, but its stock fell due to refinancing plans that may dilute shareholders.

-- #BillyDuberstein #business

✍️ The Trump administration is proposing a new tariff rule on semiconductors, which could boost demand for U.S.-based chipmaking and benefit companies like GlobalFoundries.

-- #BillyDuberstein #business

✍️ UiPath's stock rallied 10.5% on Monday after receiving a positive analyst note and being discussed on the Wall Street Bets message board.

-- #TerryTillman #BillyDuberstein #WallStreet #business

✍️ Casey's General Stores, a 65-year-old convenience store chain, has been growing profits in double digits and is expected to continue its growth trajectory.

-- #PeterLynch #WarrenBuffett #BillyDuberstein #Ankeny,Iowa #NorthDakota #Texas #Ohio #Florida #business

✍️ SolarEdge Technologies had a good week, with shares rallying 22.4% due to international shipments and a price target increase from a sell-side analyst.

-- #BillyDuberstein #Australia #business

✍️ Seagate Technology's stock rallied 11.8% this week due to positive demand for storage at the edge driven by artificial intelligence (AI) inferencing, leading to several analyst upgrades.

-- #VijayRakesh #BillyDuberstein #technology

✍️ ASML shares rallied 6.6% on Monday after receiving an upgrade from a sell-side analyst, who had not had a buy rating on the company for seven years.

-- #BillyDuberstein #business

✍️ AppLovin's revenue and earnings exceeded estimates in the second quarter, with the company poised to expand into new advertising markets.

-- #BillyDuberstein #business

✍️ EchoStar sold wireless spectrum to AT&T for $23 billion, wiping out its debt, and then made a $17 billion transaction with SpaceX, taking $8.5 billion in shares.

-- #BillyDuberstein #ElonMusk #business

✍️ AppLovin's stock rallied 11.6% on Monday, bringing its year-to-date gains to over 65%, after being included in the S&P 500 index.

-- #WarrenBuffett #BillyDuberstein #business

✍️ The US government has taken a 9% stake in Intel after converting CHIPS Act grants into equity, diluting shareholders by 8.9%.

-- #PatGelsinger #Lip-BuTan #HowardLutnick #BillyDuberstein #UnitedStates #China #business

✍️ Alibaba Group reported strong revenue growth and accelerating cloud growth, with AI-related revenues growing triple digits, but profits decreased due to competition in the Chinese e-commerce industry.

-- #BillyDuberstein #business

✍️ A Wall Street analyst downgraded Krispy Kreme stock, citing risks in the company's turnaround plan, which focuses on cost cuts rather than revenue growth.

-- #RahulKrotthapalli #BillyDuberstein #business

✍️ J.M. Smucker's third-quarter revenue and earnings missed estimates due to tariff hikes, but management raised free-cash-flow guidance and the stock is considered cheap.

-- #BillyDuberstein #business

-- #CharlieBilello #PeterLynch #BillyDuberstein #technology

✍️ Federal Reserve Chair Jay Powell's speech at Jackson Hole hinted at potential interest rate cuts, boosting Upstart's stock price.

-- #JayPowell #BillyDuberstein #JacksonHole #Wyoming #business

✍️ Canadian Solar's second-quarter results fell short of expectations, and the company's outlook was tepid. President Trump also criticized solar energy, saying it's a 'scam of the century', causing the solar sector to decline.

-- #ShawnQu #DonaldTrump #BillyDuberstein #China #NorthAmerica #USA #business

✍️ Target's stock fell 8.1% after the company reported a decline in revenue and profits, but beat low Q2 expectations. CEO Brian Cornell is stepping down and will be replaced by COO Michael Fiddelke.