分组1 - NVDA was picked at $8.78 in 2020, resulting in a nearly 1300% return on that trade [1] - The Long Term Growth Portfolio of the company has increased by nearly 194% since 2018, driven by a disciplined strategy and risk-aware execution [1] - MercadoLibre (MELI) is recognized for building a strong competitive advantage in high-growth areas, indicating significant future opportunities [2] 分组2 - The Data Driven Investor focuses on uncovering alpha in the AI revolution while managing downside risk in a volatile tech landscape [2] - The investment service includes various strategies such as Options Ideas for short-term income, Quantitative Stock Strategies, and tactical ETF strategies [2]

This report is from this week's CNBC's UK Exchange newsletter. Like what you see? You can subscribe here.Employees work on a Rolls-Royce Trent 7000 engine for an Airbus SE A330neo aircraft at the Safran SA plant in Colomiers, France, on Tuesday, March 25, 2025. Safran Nacelles manufactures nacelles for short, medium and long-range commercial aircraft. Photographer: Matthieu Rondel/Bloomberg via Getty ImagesWhat do you do if you are the chief executive of a company whose share price has risen by more than 1, ...

So, we've got some more breaking news. So, Treasury Secretary Scott Bessett is down at the Dallas Economic Forum right now and he's speaking and that's where these headlines are coming out. This, of course, has, as you can imagine, dominated the conversation at the forum.As I mentioned with EJ Anton, the Treasury Secretary saying uh that basically uh you use the section 122 authority that is from the trade act of 1974. He said you combine that with parts of the of section 232 and section 301 uh and that the ...

Core Insights - IPG Photonics shares surged 35.8% following impressive Q4 2025 earnings and strong Q1 guidance, despite broader market declines [1] - The stock remains 58% below its 2018 peak, reflecting challenges from industrial market weaknesses, competition, and geopolitical issues [2] Financial Performance - Q4 revenue increased by 17% to $274.5 million, with adjusted EPS rising 53% to $0.46, both exceeding estimates [4] - Management forecasts Q1 revenue between $235 million and $265 million and adjusted EPS of $0.10 to $0.40, surpassing analyst expectations [4] Market Recovery and Strategy - Industrial end markets appear to be stabilizing, with a new strategy focusing on high-profit and emerging markets beginning to yield results [3] - The battery production market in China is recovering, driven by a shift to advanced energy storage solutions requiring sophisticated welding techniques [7] Sector Growth - The medical end market grew by 21% in Q4, with new customers for urology lasers [8] - IPG is also benefiting from the semiconductor equipment segment, which is experiencing growth due to the AI revolution [8] New Product Development - IPG launched the CROSSBOW laser, a low-cost solution for the defense industry, aimed at neutralizing small drones [9] - A new facility in Alabama will be established to support the defense product line, marking an entry into a new market segment [9]

Core Viewpoint - Lattice Semiconductor's stock surged 12.2% following strong fourth-quarter earnings and optimistic first-quarter revenue guidance, driven primarily by growth in its data center business [1][2][4]. Financial Performance - In the fourth quarter, Lattice reported a revenue increase of 24.2% to $145.8 million, surpassing analyst expectations, while adjusted earnings per share (EPS) rose 116% to $0.32, meeting forecasts [3]. - The company's first-quarter guidance projects revenue between $158 million and $172 million, indicating over 37% year-over-year growth, with adjusted EPS expected to be $0.36 at the midpoint, reflecting a 64% year-over-year increase [4]. Business Segments - The data center segment has become a significant driver of revenue, increasing from 49% in the previous year to 64% in the fourth quarter [5]. - Despite challenges in the industrial and automotive segments, which saw a year-over-year decline, management anticipates stabilization and recovery in these areas in the upcoming year [5]. Market Valuation - Lattice's stock has appreciated approximately 150% since April 2025, currently trading at 64 times this year's adjusted earnings estimates, factoring in a projected 50% earnings growth [6]. - While the AI revolution and recovery in industrial and automotive sectors are expected to boost earnings, much of this potential upside appears to be already reflected in the stock price [7].

Dan Ives is here, star analyst of Wedbush. Um, I mentioned at the top of the program that you moved a couple of really beaten down names into your your AI20, that being Salesforce and and Service Now. Um, what do you make of what Jensen said amidst all of this skepticism about that space.>> I think the hearts and lungs of the AI revolution will be in software. Now, look, right now it's data center buildout, GPUs. I mean, you're still in the early days of this what what's going to be a 10-year buildout, but ...

Core Viewpoint - The software sector is expected to play a crucial role in the AI revolution, despite current skepticism surrounding certain companies like Salesforce and ServiceNow [2][4]. Company Analysis - Salesforce's current price-to-earnings (PE) ratio is approximately 15, while ServiceNow's forward PE is nearly 25, indicating a significant discrepancy in valuation [5][8]. - There is potential for 20-30% incremental revenue growth for both Salesforce and ServiceNow, which is not currently reflected in their valuations [6][8]. - Salesforce is viewed as particularly dislocated in terms of its market opportunity, suggesting it may be undervalued compared to its potential [8]. Market Sentiment - The sentiment around software companies is mixed, with some being perceived as structurally broken while others, like Salesforce and ServiceNow, are expected to recover as AI use cases develop [3][7]. - Conversations with numerous CTOs and IT managers indicate a strong belief in the ongoing relevance and potential of Salesforce and ServiceNow, despite current market pressures [9][10]. Competitive Landscape - Microsoft is seen as integral to the success of the AI revolution due to its deep integration in enterprise solutions, particularly through Azure [11]. - Concerns have been raised about Microsoft's capital expenditure and its ability to keep pace with competitors like Google and Amazon, which may impact its free cash flow in the near term [12][13].

What kind of like risks and and opportunities do you see for Sweden if it's if it's early to adopting Bitcoin. >> In today's world, you know, in today's financial markets, everything moves so quickly. Just look at the AI revolution.You know, you you need to be on it from from the beginning, otherwise you will be left behind. We do not know what the future holds for us exactly, but I do know that there's huge potential in Bitcoin and we need to be on this from day. ...

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Let's talk about AI. Have you ever used chat GPT applaud. >> I I haven't really, but I know all about it.Let Let me just talk about AI. >> Yeah, >> AI is a big deal. AI is going to be maybe the biggest thing, bigger than the internet, bigger than anything else.We are leading China by a lot. We are leading everybody by a lot. >> They're all building their factories here.And you know what I did for the electric. because they need twice the electric as we currently produce for the whole country which is crazy. ...