Core Viewpoint - The Nasdaq Composite index is in a bear market, down 22% from its all-time high, primarily due to concerns over a potential global trade war triggered by tariff announcements from President Trump [1][2]. Group 1: CrowdStrike - CrowdStrike is a leading cybersecurity company with its Falcon platform offering a comprehensive solution that includes 29 modules for protecting various aspects of business operations [4]. - The company processes 2 trillion security events daily, making 180 million indicator-of-attack decisions every second, enhancing its AI models over time [5]. - By the end of fiscal year 2025, 67% of Falcon customers were using five or more modules, indicating a growing need for comprehensive cybersecurity solutions as businesses move online [6]. - CrowdStrike reported $4.2 billion in annual recurring revenue (ARR) for fiscal 2025, a 23% increase from the previous year, with a price-to-sales ratio of 20.2, aligning with its three-year average [7]. - Management forecasts that CrowdStrike's ARR could reach $10 billion by fiscal 2031, suggesting a potential 138% return for investors if the price-to-sales ratio remains stable [8]. - The company's addressable market is projected to grow to $250 billion, indicating significant growth potential beyond the $10 billion ARR target [9]. Group 2: Duolingo - Duolingo is the largest digital language-education platform, with 116.7 million monthly users at the end of 2024, reflecting a 32% year-over-year increase [10]. - The platform generates revenue through ads for free users and subscription fees, with 9.5 million subscribers at the end of 2024, a 42% increase from the previous year [11]. - Duolingo launched a new subscription tier called Max, featuring AI-powered tools to enhance user experience, which now accounts for 5% of its total subscriber base [12]. - The company's revenue reached a record $748 million in 2024, a 41% increase compared to 2023, with net income soaring to $88.5 million, a 451% year-over-year increase [13][14]. - Despite a recent 33% decline in stock price, Duolingo trades at a price-to-sales ratio of 18.5, which is above its three-year average, but projected growth could lower the forward price-to-sales ratio to 10.8 by 2026 [15][16].

Core Insights - Palantir Technologies' stock rose 11.6% in Q1 2025, contrasting with declines in the S&P 500 and Nasdaq Composite, which fell 4.6% and 10.4% respectively [1] - The company's strong performance was driven by a favorable new administration, impressive earnings, and a growing client base [1][4] Financial Performance - In Q4, Palantir reported earnings per share (EPS) of $0.14 on sales of $828 million, surpassing Wall Street's expectations of $0.11 EPS on $776 million in sales [2] - The company achieved a 36% year-over-year growth, indicating robust momentum [3] Customer Growth - Palantir's client list expanded by 43% year-over-year and 13% quarter-over-quarter, reflecting strong demand across various sectors [3] Market Sentiment - Investor optimism surged following the election of Donald Trump, with expectations of favorable contracts, particularly in defense [4] - Despite an initial rise of over 65% earlier in the quarter, the stock faced volatility due to concerns over potential Pentagon budget cuts [5] Recent Developments - Optimism returned as Trump announced intentions for a record budget for the Department of Defense, which may positively impact Palantir [6] - The stock's high price-to-earnings (P/E) ratio, exceeding 400, indicates significant market volatility and investor caution [6]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

The tech-heavy Nasdaq Composite Index saw the largest intraday swing since 2008 in the April 8 trading session. The index closed 0.1% higher yesterday after swinging from a loss of around 5.2% to a gain of 4.5% at intraday extremes, marking its largest intraday comeback since Oct. 10, 2008. Fidelity Nasdaq Composite Index ETF (ONEQ) , which tracks the Nasdaq Composite Index, also saw wild swings of 10% from high to low in a single day and closed 0.1% lower. While most of the stocks in the ETF portfolio have ...

Nasdaq (NDAQ) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing earning ...

The Nasdaq bear market created an opportunity for me to buy Nvidia (NVDA 3.38%) stock at what I feel is a bargain price.*Stock prices used were the afternoon prices of April 4, 2025. The video was published on April 6, 2025. ...

This company is unlikely to be directly impacted by the worldwide tariffs implemented by President Donald Trump.*Stock prices used were the afternoon prices of April 3, 2025. The video was published on April 5, 2025. ...

Technology stocks have taken a big beating in recent months as the Trump administration's policies have led investors to press the panic button amid concerns that the tariff-fueled global trade war could hurt the U.S. economy and may even send it into a recession.Investors have become risk-averse, which explains why high-flying tech stocks that were benefiting big time from the rapid adoption of cloud computing and artificial intelligence (AI) have pulled back substantially. The tech-heavy Nasdaq Composite ...

NEW YORK, April 07, 2025 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq: NDAQ) today reported monthly volumes for March 2025, as well as quarterly volumes, estimated revenue capture, number of listings, and index statistics for the quarter ended March 31, 2025, on its Investor Relations website. A data sheet showing this information can be found at: http://ir.nasdaq.com/financials/volume-statistics. About Nasdaq Nasdaq (Nasdaq: NDAQ) is a leading global technology company serving corporate clients, investment managers ...

Core Viewpoint - Nasdaq (NDAQ) is currently experiencing a short-term bearish trend, trading below its 50-day simple moving average, with a share price of $68.25, down 18.9% from its 52-week high of $84.15 [1] Company Overview - Nasdaq has a market capitalization of $39.2 billion and is a leading provider of trading, clearing, marketplace technology, regulatory, securities listing, and public and private company services [2] - The company has maintained a free cash flow conversion of over 100% in recent quarters, indicating solid earnings [2] Financial Performance - Year-to-date, Nasdaq has lost 11.7%, underperforming its industry and sector but outperforming the Zacks S&P 500 composite [6] - Nasdaq shares are trading at a price-to-earnings ratio of 20.62X, which is lower than the industry average of 22.53X, suggesting that shares are relatively cheap [9] - The Zacks average price target for Nasdaq is $90.67 per share, indicating a potential upside of 22.8% from the last closing price [11] Earnings Projections - The Zacks Consensus Estimate for 2025 earnings is $3.20 per share, reflecting a 13.5% year-over-year increase, with revenues expected to rise by 8.3% to $5 billion [12] - For 2026, the earnings per share estimate is $3.62, indicating a 13.3% year-over-year increase on revenues of $5.4 billion, with a long-term earnings growth rate projected at 12.5% [12] Growth Strategy - Nasdaq's growth strategy focuses on increasing revenues from high-growth Market Technology and Investment Intelligence segments, along with R&D spending on higher-growth products [17] - The company anticipates strong growth in its index and analytics businesses, with medium-term revenue growth estimates of 5-8% for Capital Access Platforms and 10-14% for Financial Technology [18] Inorganic Growth and Market Position - Nasdaq has made strategic acquisitions to enhance its technology offerings and market surveillance capabilities, particularly in the anti-financial crime space, which has a total addressable market of $12.5 billion [21] - The company aims to achieve 40-50% of its revenues from SaaS by this year [21] Expense Management - Nasdaq expects non-GAAP operating expense growth of 5-8% over the medium term, with estimated pretax charges of $115-$145 million, of which 40% will be non-cash [22] - The company anticipates annual run rate operating efficiencies and revenue synergies of at least $30 million by 2025 [22] Dividend Policy - Nasdaq has a strong dividend history, with plans to maintain steady increases and achieve a dividend payout ratio of 35-38% by 2027 [23]