Josh, give me a final trade. >> Uh, Archer Aviation was just named Conviction Long for Q4 at Deutsch. These stocks, Joby, Planet Labs, we talked about him Tuesday.All of them are having an unbelievable week. >> Threw Josh off his game for a minute there. >> I thought he was going to pick I thought he was going to pick Shaq.>> I'm hungry now. We all >> believe me, Rob. >> JP Morgan like the setup headed into earnings two weeks out.Think financials can lead into the fourth quarter. >> Amy >> Shell, a wellposi ...

Core Insights - Akamai Technologies has expanded its partnership with Apiiro to enhance application security throughout the software development lifecycle (SDLC) [1][2][3] - The collaboration aims to address the growing enterprise needs for comprehensive API security and broader application risk management [2][4] Partnership Development - The partnership initially began in 2024, focusing on API visibility in source code, and has now evolved to provide a comprehensive API security platform [2][3] - The integration combines Akamai's API security capabilities with Apiiro's application security posture management (ASPM) platform, allowing for unified governance and accelerated remediation [2][5] Addressing Enterprise Challenges - Enterprises face challenges such as fragmented security tools, governance gaps, and the complexities introduced by agentic AI, which increases API volume and attack surfaces [7][8] - The partnership provides a solution by integrating security intelligence from Akamai into Apiiro's ASPM, enabling a prioritized vulnerability backlog [4][5] Customer Benefits - Joint customers have reported significant savings, with one Fortune 100 insurance provider saving over US$3 million annually through automation and improved risk visibility [7] - The integrated platform offers complete visibility into APIs, services, and code dependencies, along with actionable prioritization of vulnerabilities [8][9] Strategic Positioning - The expanded partnership positions Akamai and Apiiro to help enterprises modernize their application security programs, enhancing their ability to manage risks in a rapidly evolving threat landscape [9]

Core Insights - XYRA Corp. is strategically positioned to leverage the growing data center immersion cooling market, projected to grow from $4.87 billion in 2025 to $11.10 billion by 2030, with a CAGR of 17.91% [1][3] Industry Overview - The immersion cooling market is expected to see over 50% of new hyperscale capacity relying on liquid cooling by 2027, driven by the increasing demand for AI and high-density computing [3] - Major players like Amazon Web Services (AWS) and Shell are entering the market, indicating a shift towards advanced cooling solutions [4] Company Positioning - XYRA holds an exclusive license for Cavitation Non-Thermal Plasma™ technology, which enhances heat transfer, extends fluid life, and reduces maintenance costs, making it suitable for data centers [2][5] - The company aims to address critical challenges in the immersion cooling market, such as fluid stability, hardware compatibility, operational complexity, upfront capital costs, and regulatory concerns [6] Competitive Advantage - XYRA's technology offers chemical-free advantages that improve the economics of immersion cooling, providing operators with cost savings, efficiency, and reliability [5][8] - The company is focused on building a team of experts to identify unique technologies in the rapidly evolving crypto and data center infrastructure sectors [8]

Group 1 - Cosan S.A. plans to raise up to 10 billion reais ($1.9 billion) through public offerings to reduce its debt [1] - The company's net debt was 17.5 billion reais at the end of June, unchanged from earlier in the year [1] - Despite some analyst support, Cosan S.A.'s shares fell sharply by 21%, resulting in a loss of about 3 billion reais in market value [1] Group 2 - Raizen, Cosan's joint venture with Shell, experienced a 9% drop in shares due to challenges from low sugarcane yields affecting profits and debt [1] - The company is primarily active in oil marketing and energy sectors [2] - There are suggestions that certain AI stocks may offer greater upside potential compared to Cosan S.A. [2]

Core Insights - SLB has secured a contract from Petrobras for oilfield services and technology for up to 35 wells in the Santos Basin, following a competitive bidding process [1][8] - The Santos Basin is a key oil and gas producing region in Latin America, with the wells targeting significant reserves in the Atapu and Sépia oil fields [2] Project Scope - The project will utilize SLB's advanced electric completions technologies and digital solutions to provide real-time production insights and enhance reservoir management [3] - Well completion work is scheduled to begin in mid-2026, supported by SLB's advanced interval control valves designed for high-flow-rate production [4] Field Details & Stakeholders - Petrobras holds a 65.7% interest in the Atapu field, with partners including TotalEnergies (15%), Shell (16.7%), and others [5] - In the Sépia field, Petrobras has a 55.3% stake, with TotalEnergies, Petronas, QatarEnergy, and Petrogal as partners [5] Production Efficiency - SLB's technology and services are expected to enhance Petrobras' production reliability and efficiency, contributing to Brazil's energy security [6]

Core Insights - The wealthiest 1% of Americans own nearly half of the stocks in the U.S, with baby boomers holding 53.5% of all stocks, while Gen Xers and millennials hold 21.9% and 8.5%, respectively [1] - Gen Z investors are often associated with speculative investments rather than blue-chip stocks, which may lead to short-term gains but are challenging to sustain long-term [2] Company Summaries Navitas Semiconductor - Navitas produces gallium nitride (GaN) and silicon carbide (SiC) chips, which are used in various applications including laptop chargers and EV chargers [4] - The company expects revenue growth from AI workloads processed using its chips, particularly after a deal with Nvidia, although significant revenue from this deal is not expected until 2027 [5] - Analysts predict a 42% revenue drop in 2025, but a CAGR of 40% from 2025 to 2027 as the company narrows net losses and benefits from increased adoption of its chips [6] SoundHound AI - SoundHound AI develops AI-powered audio and voice recognition tools, with significant growth coming from its Houndify platform [7] - The company serves diverse industries and has expanded through acquisitions, enhancing its ecosystem [8] - Analysts forecast a CAGR of 47% for revenue from 2024 to 2027, with adjusted EBITDA turning positive by the final year [9] Datadog - Datadog's platform helps IT professionals unify real-time data from various computing platforms, simplifying problem detection [10] - The company serves over 30,000 customers globally, positioning itself well in the expanding data observability market, which is expected to grow at a CAGR of 10.7% from 2024 to 2030 [11] - Analysts expect Datadog's revenue and adjusted EBITDA to grow at CAGRs of 22% and 19%, respectively, from 2024 to 2027 [12]

LNG Market Dynamics - The number of new liquefied natural gas (LNG) projects moving forward is surprising given their high costs [1] - This underscores LNG's long-term role in the global energy transition [1]

Core Viewpoint - The energy sector is volatile, but integrated energy companies like Chevron, ExxonMobil, and TotalEnergies offer a combination of yield, safety, and diversification for income investors [1][2]. Group 1: Integrated Energy Companies - The primary integrated energy companies include Chevron, Exxon, TotalEnergies, BP, and Shell, with BP and Shell having cut dividends in 2020, making them less reliable for dividend-focused investors [3][6]. - The integrated model of these companies helps to stabilize financial performance across the volatile energy sector by providing exposure to upstream, midstream, and downstream operations [4][3]. Group 2: Financial Strength - Exxon and Chevron are highlighted as the most financially conservative integrated energy companies, with Exxon's debt-to-equity ratio at approximately 0.15 and Chevron's at 0.20, allowing them to manage debt effectively during downturns [6][8]. - Both companies have a strong history of dividend payments, with Exxon maintaining a 43-year annual dividend streak and Chevron at 38 years, offering yields of nearly 3.5% and 4.4% respectively, significantly higher than the S&P 500's 1.2% yield [9][10]. Group 3: Clean Energy Transition - TotalEnergies is noted for its commitment to clean energy, having increased its capital investments in this area while maintaining its dividend, making it a better option than BP and Shell [11][12]. - In 2024, TotalEnergies' integrated power division contributed approximately 10% to its segment adjusted net operating income, reflecting a 17% year-over-year increase [13]. - Despite a high yield of 6.6%, U.S. investors face French taxes on dividends, which may reduce the effective yield [14]. Group 4: Investment Timing - The best time to invest in these integrated energy giants is during significant downturns in the energy market, although this is often the most challenging time to make such investments [15]. - Current relatively weak energy prices present a favorable opportunity for income-focused investors to consider these companies due to their high yields [16].

Group 1 - Alphabet has joined Nvidia, Microsoft, and Apple as the fourth U.S. company to surpass $3 trillion in market capitalization, while no European company exceeds $1 trillion [1] - The European stock market is fragmented, with companies identified by their national origins rather than as part of a unified European market [3] - European companies face different regulations and more conservative funding rules, leading to a more specialized market compared to the U.S. [4] Group 2 - The U.S. stock market is dominated by technology companies, which make up about one-third of the S&P 500, while many of Europe's largest companies are not tech-focused [5] - ASML Holding is positioned as the most valuable European company with a market cap of $341 billion, following a stock upgrade [6] - To reach a market cap of $1 trillion in the next decade, ASML would need a compound annual growth rate of 11.4%, which is feasible given its role in the AI sector [6] Group 3 - ASML holds a monopoly over the complex semiconductor manufacturing process, particularly with its deep ultraviolet (DUV) systems [7] - ASML is considered a critical player in the AI value chain and is recommended as a foundational stock in a diversified AI portfolio [8]

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