Core Insights - INPACT has expanded its international tax advisory alliance by adding Bernhard Vanas Tax Advisory from Vienna, which specializes in individualized tax and commercial advice [1] - The firm, founded in 2023, focuses on corporate and international tax law, assisting clients with company structuring and cross-border taxation [1][2] - INPACT has also welcomed Global Tax Focus from Florida, which provides advisory services on international tax matters for both private and public organizations [2][3] Company Services - Bernhard Vanas Tax Advisory offers advisory services for self-employed professionals and start-ups, particularly in sectors like healthcare and legal services [2] - The firm also provides support for real estate interests, family businesses, and wealth management, with an emphasis on succession issues and asset structuring [2] - Global Tax Focus advises clients on cross-border operations and keeps them updated on changes in global regulatory requirements, including the Corporate Transparency Act [3][4] Collaboration and Expertise - Global Tax Focus collaborates with a network of technical experts to deliver insights into compliance obligations, reviewing existing arrangements and developing future strategies [4] - Through its membership in INPACT, Global Tax Focus will enhance knowledge in areas such as transfer pricing, customs considerations, trade regulations, and compliance related to international transactions [5]

Headquartered in Providence, Rhode Island, Citizens Financial Group, Inc. (CFG) is a full-service bank serving individuals, small businesses, middle-market firms, and large corporations with a wide range of retail and commercial banking products and services. With a market capitalization of approximately $25.1 billion, the company is firmly classified as a “large-cap” stock, well above the $10 billion threshold. Its Consumer Banking segment provides a seamless digital and in-branch experience through mob ...

Group 1: Micron Technology, Inc. (MU) - Micron Technology has a Zacks Rank of 1 and a PEG ratio of 0.38, significantly lower than the industry average of 1.28 [1] - The Zacks Consensus Estimate for Micron's current year earnings has increased by 11.7% over the last 60 days [1] - The company possesses a Growth Score of A, indicating strong growth characteristics [1] Group 2: Sanmina Corporation (SANM) - Sanmina Corporation also holds a Zacks Rank of 1 and has a PEG ratio of 0.66, compared to the industry average of 1.85 [2] - The Zacks Consensus Estimate for Sanmina's current year earnings has seen a substantial increase of 38.9% over the last 60 days [2] - The company has a Growth Score of A, reflecting its strong growth potential [2] Group 3: Phibro Animal Health Corporation (PAHC) - Phibro Animal Health Corporation carries a Zacks Rank of 1 and has a PEG ratio of 1.14, which is lower than the industry average of 3.39 [3] - The Zacks Consensus Estimate for Phibro's current year earnings has increased by 9.1% over the last 60 days [3] - The company possesses a Growth Score of B, indicating solid growth characteristics [3]

Core Viewpoint - Ford plans to book approximately $19.5 billion in special items as it reshapes its electric vehicle (EV) strategy, focusing on hybrids and extended-range vehicles while pulling back from larger battery models [1] Group 1: Financial Implications - The charges related to the changes under the Ford+ plan will primarily occur in the fourth quarter of 2025, with some recognized in 2026 and 2027 [2] - The company anticipates around $5.5 billion of the total to be cash outflows, mainly in 2026, with the remainder in 2027 [2] Group 2: Strategic Shift - The moves aim to align capital spending with customer demand and higher-return opportunities, targeting profitability for the Model e EV unit by 2029, with expected yearly improvements starting in 2026 [3] - Ford's president and CEO emphasized that this is a customer-driven shift to create a stronger and more profitable company [3] Group 3: Operational Changes - Ford will abandon plans for certain larger fully electric vehicles due to weaker-than-expected demand, high costs, and regulatory changes, prioritizing affordability, choice, and profits [5] - The company intends to broaden powertrain options, focusing on hybrids and extended-range electric propulsion, while future pure EV development will concentrate on a new Universal EV Platform for smaller, more affordable models [6] Group 4: Market Projections - By 2030, Ford expects about half of its global sales volume to consist of hybrids, extended-range EVs, and fully electric vehicles, an increase from an estimated 17% in 2025 [7] - In North America, Ford will focus its EV efforts on the Universal EV Platform, described as low-cost and flexible, with the first vehicle based on this architecture being a fully connected midsize pickup truck scheduled for production in 2027 [7] Group 5: Product Development - The company is revising its strategy for larger trucks and SUVs to meet demand for capability, towing, and range, including the addition of extended-range electric variants [8]

Core Insights - The article emphasizes the importance of identifying undercovered stocks in Brazil and Latin America, suggesting that the best investment opportunities may not be immediately obvious [1]. Company and Industry Summary - The focus is primarily on stocks in Brazil and Latin America, with occasional insights into global large-cap companies [1]. - The analyst expresses a potential interest in initiating a long position in ATLX within the next 72 hours, indicating a strategic move towards this specific stock [2].

Core Insights - Bank of America (BofA) share price reached $55 on December 12, 2025, marking the highest level since November 2006, with an increase of 27% in 2025 and eight consecutive months of stock price growth [1] - In Q3 2025, BofA reported a 43% increase in investment banking fees, indicating strong performance in revenue generation from investment banking transactions [2] - The bank is expected to report Q4 earnings on January 14, 2026, with CEO Brian Moynihan projecting a potential 10% rise in market business revenue [4] Financial Performance - BofA achieved a net gain of $8.5 billion in Q3 2025, which is a 23% increase compared to Q3 2024 [8] - The Federal Reserve's recent decision to lower the benchmark interest rate by 0.25 percentage points may positively impact BofA's share prices and demand for bank products [5] Strategic Initiatives - BofA is set to launch Bitcoin exchange-traded funds (ETFs) on January 4, 2026, aimed at wealth management clients, encouraging a modest allocation of 1% to 4% in digital assets [6] - The bank is promoting diversification into digital assets, with specific ETFs including Bitwise Bitcoin ETF, Fidelity's Wise Origin Bitcoin Fund, Grayscale's Bitcoin Mini Trust, and BlackRock's iShares Bitcoin Trust [6] Market Considerations - Trading before earnings reports can be volatile, and with the holiday season affecting trading volume, investors may consider waiting until after the Q4 earnings report to make purchases [7]

Core Insights - Viceroy Hotels & Resorts is enhancing its global leadership team with four new appointments to support accelerated brand growth [1][2] - The company is focused on expanding its international presence and operational capabilities under the leadership of CEO Arash Azarbarzin [1][6] Leadership Appointments - Patrick Pahlke has been appointed as chief commercial officer, bringing extensive experience in commercial strategy and brand development from various global markets [3][4] - David Solis joins as vice president of global luxury and leisure sales, with a background in senior sales roles at prestigious hotel brands [3][4] - Megan Mulholland takes on the role of senior vice president of brand marketing and wellness, previously working with THE WELL and Starwood Hotels [3][5] - Shel Buhler has been appointed vice president of food and beverage, with a strong background in brand strategy and communications [3][5] Strategic Focus - The new leadership team will enhance Viceroy's focus on guest experiences and support the company's growth initiatives [2][6] - Viceroy is actively engaged in new resort openings and residential developments globally, with projects in locations such as Sun Valley, Idaho, and ongoing developments in the US, Mexico, Africa, and the Caribbean [2][6]

Core Insights - The global competition in AI development is increasingly reliant on power and cooling infrastructure, positioning companies like Vertiv Holdings as key beneficiaries of this trend [2][3] Company Overview - Vertiv Holdings provides essential continuity, power, and thermal management for data centers, crucial for the operation of AI cloud service providers [5] - The company is linked to the adoption of high-density GPUs, making it a vital player in the AI compute demand landscape [5] Market Position - Vertiv is expected to benefit throughout the entire AI lifecycle, from model training to widespread AI inference, necessitating a vast network of data centers reliant on its power and cooling systems [6] - The demand for efficient, liquid-cooled infrastructure is increasing, giving Vertiv a more defensive profile compared to chip manufacturers [7] Financial Performance - Vertiv's revenues have grown at an average annual rate of 21.4% over the past three years, with a 29% increase in the last twelve months, reaching $9.7 billion [8] - The company has a substantial backlog of approximately $9.5 billion, which has expanded by 30% year-over-year, indicating strong revenue visibility [9] Valuation Metrics - With a market capitalization of around $61 billion, Vertiv is viewed as a critical enabler of AI infrastructure rather than a conventional industrial supplier [10] - The stock is trading at approximately 38x consensus FY'25 earnings and 31x FY'26 earnings, reflecting investor confidence in sustained demand for AI infrastructure [10] Industry Challenges - AI racks consume significantly more power than conventional servers, with consumption ranging from 50 to over 100 kilowatts, necessitating Vertiv's Uninterruptible Power Supplies (UPS) and Power Distribution Units (PDUs) [12] - The high power consumption generates substantial heat, making traditional cooling methods ineffective, which Vertiv addresses through its liquid cooling solutions [12]

Core Insights - Packsize has appointed Philipp Venjakob as vice president of European Sales effective from January 1, 2026, to lead the company's European sales organization and drive market development and customer growth [1][2] Group 1: Leadership and Responsibilities - Venjakob has over a decade of experience at Packsize, holding various leadership roles in European sales and operations [1] - His responsibilities will include supporting sales momentum, managing customer relationships, and overseeing growth initiatives in European markets [2] - The appointment follows the relocation of Packsize's European headquarters to Amsterdam [3] Group 2: Strategic Focus and Alliances - Packsize emphasizes Europe as a core focus area, aiming to strengthen its presence and support customers in the region [2] - Venjakob has contributed to the integration of operations following Packsize's acquisition of Sparck Technologies, enhancing regional coordination [3] - In May 2025, Packsize entered an alliance with Sitma and Paccurate to expand its market presence and capabilities in automated packaging [4]

About ITT ITT is a diversified leading manufacturer of highly engineered critical components and customized technology solutions for the transportation, industrial and energy markets. Building on its heritage of innovation, ITT partners with its customers to deliver enduring solutions to the key industries that underpin our modern way of life. ITT is headquartered in Stamford, Connecticut, with employees in more than 35 countries and sales in approximately 125 countries. ITT-O Moody's, which affirmed ITT's ...