Allison Transmission (ALSN), a leading supplier of automatic transmissions for medium- and heavy-duty commercial vehicles, holds over 70% of the North American core markets like class 6-8 trucks....
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July 25, 2024
AI infrastructure investments are rapidly increasing, with companies like Nvidia leading due to their advanced GPUs....
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July 24, 2024
On July 15, 2024, Federal Reserve Chair Jerome Powell spoke at the Economic Club of Washington D.C., indicating that U.S. inflation has peaked and is starting to approach the Fed’s 2% target....
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July 23, 2024
Observing major index rebalancings can reveal investment opportunities as they involve adding companies with strong performance potential....
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July 22, 2024
Over half of the U.S. population is aware of the AI chatbot ChatGPT, with nearly a third having used it. However, only 7% use it daily....
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July 19, 2024
Smurfit Westrock (SW) began trading after the merger of Smurfit Kappa and Westrock, becoming the largest packaging company and listed on the New York and London stock exchanges...
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July 18, 2024
The economy is showing signs of cooling down, as indicated by slowing job growth and a slight increase in unemployment. Nonfarm payrolls added 209,000 jobs in June, less than the 306,000 added in May, and unemployment rose to 4.1%...
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July 17, 2024
Hedge funds are heavily investing in energy and materials stocks, betting on strong growth due to soaring commodity prices driven by supply disruptions and high demand...
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July 16, 2024
The global energy landscape has experienced significant changes due to geopolitical uncertainties, environmental concerns, and the COVID-19 pandemic, increasing commodity prices and demand...
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July 15, 2024
Since the pandemic, one-third of the world’s capital has flowed into the U.S., up from 18% pre-pandemic, making it the leading destination for foreign investments...
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July 12, 2024
The digital transformation has accelerated, with application-led companies like Microsoft and Alphabet comprising ~30% of the S&P 500, and digital differentiators like Tesla and Nvidia adding another 15%...
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July 11, 2024
Cybersecurity is critical in today’s business environment, especially with the rise of digitalization, remote work, and sophisticated threats...
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July 10, 2024
Semtech (SMTC) is at the forefront of digital transformation, benefiting from the increasing demand for semiconductors and connectivity solutions driven by technologies like AI, 5G, and IoT....
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July 9, 2024
Infertility affects nearly 1 in 5 couples, and many struggle to find adequate health coverage, especially as 1 in 5 women of childbearing age have chronic health conditions...
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July 5, 2024
PayPal’s (PYPL) stock has experienced significant volatility, surging during the pandemic due to increased online payments but falling nearly 80% from its peak....
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July 4, 2024
The rapid growth of online sports betting in the U.S. over the past decade has been driven by digitization, legal changes, and the pandemic....
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July 3, 2024
Global natural gas demand is expected to rise significantly over the next decade due to macroeconomic and technological factors....
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July 2, 2024
In the first half of 2024, several high-profile in-flight part failures, including a Boeing 737-9 MAX emergency landing due to a rear pressure bulkhead door plug issue, highlighted serious lapses in Boeing’s quality control....
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July 1, 2024
Many companies delayed spending and borrowing, anticipating lower interest rates, but had to refinance earlier this year due to the Federal Reserve’s stance....
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