District Receives Exemptive Relief from Canadian Securities Regulators in Connection with Listing on the Nasdaq First North Growth Market in SwedenMarch 18, 2025 3:00 AM EDT | Source: District Metals Corp.Vancouver, British Columbia--(Newsfile Corp. - March 18, 2025) - District Metals Corp. (TSXV: DMX) (Nasdaq First North: DMXSE SDB) (OTCQB: DMXCF) (FSE: DFPP); ("District" or the "Company") is pleased to report that the previously announced application for exemptive relief from the applicable ...

MARLBOROUGH, Mass., March 17, 2025 /PRNewswire/ -- ConnectM Technology Solutions, Inc. (Nasdaq: CNTM) ("ConnectM" or the "Company"), a high-growth technology company on the leading edge of the electrification economy, today announced The Nasdaq Stock Market LLC ("Nasdaq") granted the Company's request for a hearing before a Nasdaq Hearings Panel (the "Panel"). At the hearing, the Company will present its plan to regain compliance with Nasdaq Listing Rule 5450(b)(2)(A) (the "Rule"), which requires a minimum ...

The S&P 500 (SNPINDEX: ^GSPC) is cooling off after rip-roaring gains of over 20% in both 2023 and 2024.The Nasdaq Composite (NASDAQINDEX: ^IXIC) is in a correction -- which means it is down over 10% from a recent high, while the S&P 500 is down 5.9% year to date (YTD) at the time of this writing.And yet, the healthcare sector, utilities, and consumer staples have all defied broader market movements by posting YTD gains.Here's why investors tend to flock to safer sectors during periods of market uncertainty, ...

Group 1 - The current market decline presents an opportunity to buy quality stocks at discounted prices, particularly for long-term investors [1] - Billionaire investor Stanley Druckenmiller, known for his successful track record, manages $3.7 billion and may be looking to capitalize on current market conditions [2] - Druckenmiller previously sold his position in Nvidia due to concerns over its high valuation, despite the stock's significant growth during his holding period [4][5] Group 2 - Nvidia's stock has recently fallen 10%, leading to a more attractive valuation at 26 times forward earnings estimates, which may prompt Druckenmiller to re-enter the position [6] - Nvidia is positioned for substantial growth in the AI sector, with a $1 trillion opportunity to update outdated computing infrastructure [8] - The company has a strong market presence in AI chips, consistently high gross margins exceeding 70%, and is well-equipped to benefit from ongoing AI advancements [10] Group 3 - Despite potential short-term economic and political challenges, Nvidia's long-term prospects remain strong, attracting savvy investors like Druckenmiller [11] - There is uncertainty regarding whether Druckenmiller is currently purchasing Nvidia shares, but the stock appears to be a bargain for investors interested in AI [12][13]

Group 1: Market Overview - The Nasdaq Composite index has declined over 13% since hitting an all-time high less than three months ago, with a 9% drop occurring this year, indicating a correction phase [1] - Many large tech stocks, particularly from the "Magnificent Seven," have experienced similar declines, with Meta Platforms being the only stock in the green this year [1] Group 2: Alphabet's Position in AI - Alphabet is recognized as a key innovator in AI, with its research company DeepMind focusing on advanced AI models and machine learning technologies [3][4] - DeepMind has played a crucial role in Alphabet's AI advancements, including the development of the AI model Gemini, giving Alphabet a competitive edge over other tech companies [4] Group 3: Financial Investments and Growth - In 2024, Alphabet's capital expenditure reached $52 billion, with plans to increase this to approximately $75 billion in the current year, reflecting a 130% increase from 2023 [5] - The significant investment in AI initiatives indicates Alphabet's commitment to its fastest-growing segment [5] Group 4: Google Cloud Performance - Google Cloud has seen substantial growth, with its market share doubling over the past seven years to 12%, although it still trails behind AWS and Microsoft Azure [6] - In Q4, Google Cloud generated $12 billion in revenue, marking a 30% year-over-year increase, driven by strong customer demand for its AI-powered services [7] Group 5: Revenue Composition - Google advertising remains a primary revenue source for Alphabet, contributing 56% of Q4 revenue, but Google Cloud is increasingly becoming a significant contributor, accounting for 12% of total revenue [8][9] Group 6: Stock Valuation - Alphabet's stock has recently dropped to over 20 times its earnings, entering a more attractive valuation range compared to its previous trading level of nearly 34 times earnings [10] - The current stock price presents a lower risk for investors compared to a few months ago, making it a potentially good time to invest [11]

Market Overview - The Nasdaq-100 Index has experienced a significant decline, falling into a 13.2% correction, with many stocks down 20% or more [1][2] Company Analysis: Remitly - Remitly is a key player in the remittance market, currently facing a 27% drawdown [3] - The company reported a 33% year-over-year revenue growth, reaching $352 million, driven by a 32% increase in active customers to 7.8 million and a 39% growth in send volume to $15.4 billion [4] - Remitly holds a 3% market share in remittances and has seen its revenue outside the U.S. and Canada grow at a 100% year-over-year rate, reaching $297.1 million in 2024, accounting for 23.5% of total revenue [5] - The company has a market cap of $3.9 billion and generated $1.26 billion in revenue in 2024, with projections of reaching $2.5 billion by 2027 and a potential net income of $500 million, resulting in a price-to-earnings ratio below 8 [7] Company Analysis: Coupang - Coupang is a leading e-commerce platform in South Korea, comparable to Amazon in North America, with a focus on rapid shipping and low-cost delivery [8] - The company generated $30 billion in revenue in 2024, reflecting a 29% growth on a foreign currency-neutral basis [9] - Coupang is expanding its offerings with new initiatives such as food delivery, international expansion into Taiwan, video streaming, and luxury shopping through an acquisition of Farfetch [10] - The company is projected to generate $50 billion in annual revenue in the coming years, with a potential net income of $5 billion, while currently having a market cap below $40 billion [11]

Core Viewpoint - The recent market correction, driven by fears related to trade policies and tariffs, particularly on Taiwan, is unlikely to have a long-term detrimental impact on certain chipmakers, especially TSMC, which possesses a sustainable competitive advantage [1][4][15]. Market Dynamics - The Nasdaq Composite experienced a significant drop of nearly 13% from February 19 to March 10, 2023, primarily due to economic uncertainties and trade policy fears [2][5]. - The sell-off was exacerbated by concerns over potential tariffs on Taiwan, a critical supplier for AI chips, affecting major companies like Nvidia and Broadcom [3][6]. Impact on Chipmakers - Nvidia, Broadcom, and TSMC collectively lost $1.16 trillion in market capitalization during the recent downturn [4]. - A potential tariff on Taiwan could lead to increased costs for chipmakers, forcing them to raise prices or reduce profit margins, which may result in lower demand for their products [7][8]. TSMC's Position - TSMC is a dominant player in chip fabrication, accounting for nearly two-thirds of all spending in this area, and is crucial for the production of chips for Nvidia and Broadcom [6]. - TSMC has committed to investing an additional $100 billion in the U.S. to expand its manufacturing capabilities, signaling its willingness to adapt to geopolitical pressures [10]. Long-term Considerations - Despite short-term challenges, TSMC's technological lead and established relationships with major clients provide it with a sustainable competitive advantage [14][15]. - The company is expected to maintain stable demand as hyperscalers transition to lower-cost alternatives or develop custom silicon, with TSMC already having contracts with major players like Meta [16]. Investment Outlook - TSMC's stock is currently trading at less than 20 times forward earnings estimates, presenting a compelling investment opportunity despite potential short-term margin contractions [17][18].

Core Viewpoint - The current market volatility presents a potential buying opportunity for fundamentally strong Nasdaq stocks, particularly Nvidia and Microsoft, which have experienced significant corrections [2]. Nvidia - Nvidia reported a strong fiscal 2025 performance with revenue growing 114% year over year to $130.5 billion and operating income rising 147% to $81.5 billion [3]. - The Blackwell architecture chips are a major growth catalyst, contributing $11 billion in sales in the fourth quarter, optimized for inference and reasoning workloads with significantly improved performance metrics [4][5]. - Nvidia holds a dominant position in the data center GPU market with a 92% share in 2024, supported by its CUDA software stack, which creates a strong competitive moat [6][7]. - Despite the strong fundamentals, Nvidia's shares have declined nearly 28% from their 52-week high due to decelerating data center growth and macroeconomic challenges [8]. - The stock is currently trading at under 20 times sales and 36.4 times trailing-12-month earnings, with a PEG ratio of 0.25, indicating a potentially attractive valuation given its growth prospects [9]. Microsoft - Microsoft shares have decreased by about 10% in 2025, creating an attractive entry point for investors [10]. - The company reported a 12% year-over-year revenue increase to $69.6 billion and a 10% rise in net income to $24.1 billion for the second quarter of fiscal 2025 [11]. - Microsoft is positioned to benefit from Jevons Paradox, with increased demand for AI hardware and software driven by its strategic partnership with OpenAI [12]. - Commercial bookings rose by 67% year over year, largely due to Azure commitments from OpenAI, enhancing Microsoft's cloud platform attractiveness [13]. - The company is leading in the agentic AI space with its CoPilot offerings, which are gaining strong adoption across enterprises [14]. - Microsoft's shares trade at just over 30 times trailing-12-month earnings, which is lower than its historical average, and the company returned $9.7 billion to shareholders in the second quarter [15][16].

Core Viewpoint - The Nasdaq-100 index, comprising 100 of the largest non-financial companies on the Nasdaq, has outperformed the S&P 500 over the past decade, but is currently experiencing volatility and a correction phase, particularly among its largest constituents, the "Magnificent Seven" [1][2]. Group 1: Meta Platforms - Meta Platforms, the parent company of Facebook, Instagram, and WhatsApp, serves over 3.3 billion users daily and generates revenue primarily through advertising [4]. - The company is focusing on user engagement through AI-driven recommendation engines, resulting in an 8% increase in time spent on Facebook and a 6% increase for Instagram year-over-year [5]. - Meta AI, an AI chatbot launched last year, has over 700 million monthly active users and is powered by the Llama family of large language models, which have seen over 600 million downloads [6][7]. - Meta's revenue reached a record $164.5 billion in the previous year, marking a 22% increase, with earnings per share soaring by 60% to $23.86, resulting in a price-to-earnings ratio of 24.7, making it the second-cheapest among the Magnificent Seven stocks [9][11]. Group 2: Alphabet - Alphabet, the parent company of Google, YouTube, and Waymo, generates more than half of its revenue from Google Search, which is facing competition from AI chatbots [12]. - The company is investing heavily in AI to maintain its 90% market share in search, launching AI Overviews that enhance user experience and engagement [13][14]. - Google Cloud is the fastest-growing segment of Alphabet's business, with AI training and inference workloads increasing eightfold over the past 18 months, and Vertex AI seeing a fivefold increase in customers [16][17]. - Alphabet's EPS grew by 38% in 2024 to a record $8.04, with a price-to-earnings ratio of 20.2, making it the cheapest stock among the Magnificent Seven and 32% cheaper than the Nasdaq-100 index overall [19].

Core Viewpoint - The current market conditions have led to a significant sell-off in tech stocks, including Global-e Online, which has seen its shares drop 42% from their 2025 highs, presenting a potential buying opportunity for investors [2][7]. Group 1: Market Position and Growth Potential - Global-e Online is a leading player in the global e-commerce market, providing an end-to-end platform that enables merchants in 30 countries to sell to over 200 countries [3][4]. - Merchants using Global-e's platform have experienced an average uplift of 40% in international traffic conversion, with gross merchandise volume growth outpacing the global e-commerce growth rate of 8% in 2024 [5]. - The company is projected to increase revenue by 32% in 2024 and is guiding for 25% growth in 2025, targeting a market worth $3 trillion [6]. Group 2: Impact of Tariffs - Concerns regarding potential tariffs in the U.S. have negatively impacted Global-e's stock, despite the company's guidance for future growth [7]. - The co-founder and president of Global-e downplayed the potential negative effects of tariffs, suggesting they could lead to long-term demand for the company's services, similar to the impact of Brexit [8][9]. Group 3: Financial Performance and Valuation - Global-e achieved break-even profitability for the first time in Q4 and expects to maintain profitability moving forward, indicating improving margins and a strong competitive position [10]. - The company's net dollar retention rate has consistently been above 123% over the last four years, indicating strong customer satisfaction and increasing sales from existing clients [11]. - Despite its leadership position and improving financial metrics, Global-e is currently trading at an all-time low valuation of 37 times free cash flow, which is attractive compared to the S&P 500 average of 32 [12].