Core Insights - Nvidia has joined a coalition of Indian and U.S. investors to support deep-tech startups in India, indicating a growing interest in the region's technology sector [1] - The group has successfully secured over $850 million in capital commitments, highlighting significant financial backing for these startups [1] Investment Landscape - The collaboration includes various investors from both India and the U.S., showcasing a cross-border investment strategy aimed at fostering innovation in deep technology [1] - The substantial capital commitments reflect a strong belief in the potential of India's deep-tech ecosystem [1]

The last time I wrote about Meta Platforms Inc., (NASDAQ: ( META )), in August 2025, I analysed the company’s Q2 earnings report and evaluated the company’s AI efforts, especially its ambitions for AI Superintelligence. IAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled Th ...

David focuses on growth & momentum stocks that are reasonably priced and likely to outperform the market over the long-term. He is a long term investor of quality stocks and uses options for strategy. David told investors to buy in March 2009 at the bottom of the financial crisis. The S&P 500 increased 367% and the Nasdaq increased 685% from 2009 through 2019. He wants to help make people money by investing in high-quality growth stocks.Analyst’s Disclosure:I/we have no stock, option or similar derivative p ...

Core Insights - The article discusses Meta Platforms Inc.'s (NASDAQ: META) Q2 earnings report and its AI initiatives, particularly focusing on the company's ambitions for AI Superintelligence [1]. Group 1: Company Performance - Meta's Q2 earnings report was analyzed, highlighting the company's financial performance and strategic direction [1]. Group 2: AI Initiatives - The article emphasizes Meta's efforts in AI, particularly its goals related to AI Superintelligence, showcasing the company's commitment to advancing technology in this area [1].

Core Insights - The article emphasizes the importance of investing in growth and momentum stocks that are reasonably priced and have the potential to outperform the market over the long term [1] - It highlights a significant market recovery, noting that the S&P 500 increased by 367% and the Nasdaq by 685% from March 2009 to 2019, following a recommendation to buy at the financial crisis's bottom [1] Group 1 - The focus is on long-term investment strategies in high-quality growth stocks [1] - The use of options as part of the investment strategy is mentioned [1] - The goal is to assist investors in making money through strategic investments [1] Group 2 - The article serves as an informational piece and does not constitute a solicitation or recommendation to buy or sell stocks [3] - It clarifies that the author is not a registered investment adviser and encourages investors to conduct their own research [3] - There is a disclaimer regarding past performance not guaranteeing future results [4]

Morgan Stanley upgraded Kymera Therapeutics, Inc. (NASDAQ:KYMR) to "Overweight" with a price target raised to $73.Kymera reported a quarterly loss of $0.90 per share, missing the Zacks Consensus Estimate by 26.76%.The company's revenue for Q3 2025 was $2.76 million, falling short of expectations by 89.6%.Kymera Therapeutics, Inc. (NASDAQ:KYMR) is a biopharmaceutical company focused on developing novel protein degradation therapies. Operating in the Zacks Medical - Biomedical and Genetics industry, Kymera ai ...

Group 1 - The core offering of Macro Trading Factory includes two portfolios: "Funds Macro Portfolio" and "Rose's Income Garden," both designed to outperform the SPY on a risk-adjusted basis [1] - The service is tailored for individuals who may lack the time, knowledge, or desire to manage their own portfolios, providing a more risk-oriented investment approach [1] - Each portfolio spans across all sectors, providing a hassle-free and easy-to-understand investment solution [2] Group 2 - The overall objective of Macro Trading Factory is to maintain an upward trajectory in investment performance [3]

Core Insights - Pinterest has transformed into an "AI-powered visual-first shopping assistant," integrating AI across its platform to enhance user experience and engagement [1][3] - The company reported a 17% increase in Q3 revenue to $1.049 billion, exceeding Wall Street expectations, with monthly active users rising 12% to 600 million [3][10] - AI integration has led to a 44% year-over-year increase in monthly queries, reaching 80 billion, indicating deeper user engagement and stronger commercial intent [4][7] Financial Performance - Q3 revenue was $1.049 billion, a 17% increase, with net income of $6 million compared to a $65 million loss a year earlier [3][10] - Global average revenue per user was $1.78, with the U.S. and Canada averaging $7.64, highlighting a monetization gap as international users represent 83% of the audience but only 25% of revenue [10] AI and User Engagement - AI systems are designed to predict user inspiration, allowing for proactive engagement rather than reactive search [3][6] - The company is testing a multimodal search tool and a voice-based Pinterest Assistant to enhance user interaction and search precision [5][6] Advertising and Revenue Growth - Outbound clicks to advertisers increased by 40% in Q3, indicating improved alignment between product discovery and commerce [9] - Pinterest expects Q4 revenue between $1.313 billion and $1.338 billion, projecting a year-over-year growth of 14% to 16% [11] Strategic Initiatives - The Holiday Edit campaign will be a key focus for Q4, featuring AI-assisted gift boards across various categories [8] - Pinterest's investment in AI is part of a broader trend among retailers, with 73% planning to increase investments in generative AI over the next year [6]

Michael W. Malafronte, the Lead Independent Director of Adtalem Global Education, purchased 1,000 shares at $91.85 each, increasing his total ownership to 100,445 shares.Adtalem Global Education is recognized by Zacks Investment Research as a strong growth stock, evaluated through Zacks Style Scores.The stock is currently priced at $92.22, with a year's trading range between $79.98 and $156.26, indicating significant volatility.On November 4, 2025, Michael W. Malafronte, the Lead Independent Director of Adt ...

Core Insights - PayPal Holdings, Inc. reported Q3 2025 earnings with revenue of $8.41 billion and total payment volume (TPV) of approximately $458 billion, indicating growth in both metrics Financial Performance - Revenue for Q3 2025 reached $8.41 billion, showcasing the company's ability to generate significant income [1] - Total payment volume (TPV) was around $458 billion, reflecting an increase in transaction activity [1]