Global Alpha BUY – PaloAlto PANW
BUY Paloalto Networks PANW:NASDAQ Cyber Security
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Our expert analysts scour international markets to deliver high-conviction stock picks, backed by in-depth Macro and company research, proven technical analysis strategies and industry trends.
The Trade Desk is a leading technology company specializing in digital advertising. Their cloud-based, self-service platform lets advertisers and agencies plan and run data-driven campaigns across channels like video, audio, display, connected TV, and more.
In this episode of Global Alpha Bulls versus Bears, Mark and Richard discuss the recent market trends, focusing on key earnings reports from major tech companies, the impact of AI and data center expansion, and the implications of economic indicators such as employment data
Spotify SPOT:NYSE – Sell (Take Profit)
Sell (Take Profit) – Tencent Music TME:NYSE
ON Semiconductor (ON), headquartered in Scottsdale, Arizona, is a leading provider of intelligent power and sensing solutions. The company operates globally, supplying essential semiconductor components used in electric vehicles (EVs), AI data centers, industrial automation, and renewable energy systems.
The Trade Desk is a leading technology company specializing in digital advertising. Their cloud-based, self-service platform lets advertisers and agencies plan and run data-driven campaigns across channels like video, audio, display, connected TV, and more.
In this episode, the hosts discuss the current state of the market, highlighting key performers and sectors, particularly in technology and streaming services. They analyze earnings reports, emerging trends, and provide insights into high conviction stocks, especially in the defense sector. The conversation wraps up with strategic advice for investors navigating the current market landscape.
Alibaba Group Holding Limited (NYSE:BABA), through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People’s Republic of China and internationally.
Price Target RAISED to $23 – Tencent Music TME:NYSE
Price Target HIT +43% – Tencent Music TME:NYSE