Core Insights - Broadcom is positioned as a standout tech company with an AI-driven backlog, multiple revenue streams, and a strong execution history, making it a compelling growth stock for the next five years [1] Group 1: AI-Driven Backlog - Broadcom has built an impressive AI-specific backlog of approximately $73 billion, which is part of a total backlog of $162 billion [2] - The AI-related orders include $21 billion from Anthropic, indicating strong demand in the AI sector [2] Group 2: Revenue Streams and Competitive Position - Broadcom's business model includes both chips and software solutions, providing diversified revenue streams that create a competitive advantage [3] - The company has contracts with major players in AI, such as Alphabet's Google and Meta Platforms, enhancing its market position [3] Group 3: Stock Performance and Investment Considerations - Broadcom's stock has seen a decline of over 7% at the start of 2026, presenting a potential buying opportunity for long-term investors [5] - The stock has been trading at a premium, but its growth trajectory and leadership in AI infrastructure and chips suggest a promising future [5] - Despite not being included in a list of top recommended stocks, Broadcom's stock has risen over 500% in the past five years, reflecting its strong performance [7]

Core Viewpoint - Ericsson reported stronger-than-expected fourth-quarter earnings, with an EPS of 27 cents, surpassing the analyst consensus estimate of 23 cents [1] Financial Performance - The company's reported sales for the quarter were 69.3 billion Swedish Krona ($7.37 billion), representing a 5% year-over-year decline but exceeding the consensus revenue estimate of $7.03 billion [2] - Organic sales rose by 6% for the period, excluding the impact of acquisitions, divestments, and foreign currency fluctuations [2] Segment Performance - The Networks division experienced a 6% decline in sales, while the Enterprise segment saw a significant 25% drop, mainly due to the divestment of iconectiv [3] - Cloud Software and Services sales grew by 3%, with a 12% increase in sales across all market areas [4] - Within the Networks segment, organic sales decreased by 4%, with growth in specific regions partially offsetting declines in others [4] Profitability and Cash Position - The adjusted gross margin improved to 48.0% from 46.3% year-over-year, driven by cost-reduction actions and operational efficiency [5] - Adjusted EBIT margin improved to 17.7% from 13.1% year-over-year, and adjusted EBITA margin improved to 18.3% from 14.1% [5] - Free cash flow before M&A was 14.9 billion Swedish Krona, down from 15.8 billion Swedish Krona in the prior-year period [6] - The company's net cash position was 61.2 billion Swedish Krona at year-end 2025 [6] CEO Commentary - CEO Börje Ekholm highlighted that the company achieved organic growth despite a flat RAN market, driven by momentum in mission-critical networks, 5G core, and Enterprise [7]

Core View - Core Scientific, Inc. (NASDAQ:CORZ) is recognized as one of the software stocks with significant upside potential, with growing investor confidence in its growth outlook [1] - The company is expected to deliver 400 MW of data center capacity to new clients by 2026, indicating strong future growth prospects [1] Investment Commentary - Trip Miller, a key investor, believes that CoreWeave's $9 billion acquisition undervalued Core Scientific and anticipates announcements of over 100 MW of new deals within the next 90 days, suggesting untapped value [2] - The acquisition attempt by CoreWeave failed to gain sufficient shareholder support, leading to upgrades from multiple investment firms [2] Stock Upgrade - KeyBanc upgraded Core Scientific's stock to a Buy with a target price of $23, representing a potential upside of 41.63% from current levels [3] Company Overview - Core Scientific operates as a digital asset mining services provider in the United States, with segments including Digital Asset Hosted Mining, Digital Asset Self-Mining, and HPC Hosting, offering software solutions and digital infrastructure [4]

Core Insights - CN Energy Group, Inc. announced that its subsidiary, Pathenbot Group Inc., received the "Best Investment-Ready Innovation Award" at the 2026 Consumer Electronics Show, highlighting its technological advancements in intelligent robotics and artificial intelligence [1][2]. Company Overview - CN Energy Group, Inc. is listed on NASDAQ under the symbol "CNEY" and specializes in producing high-quality recyclable activated carbon and renewable energy from waste materials, providing significant economic and environmental benefits [5]. - The company also develops customizable robotics products and automation tools for small and medium-sized businesses in North America [5]. Award Significance - The LeaderXport × BossHub Innovation Awards recognize innovative enterprises based on product innovation and potential for international market development, with Pathenbot's award reflecting its capabilities in intelligent robotics and scalable after-sales services [3][4]. - The recognition is expected to enhance Pathenbot's international brand awareness and create new opportunities for global market expansion [4]. Leadership Perspective - The CEO of CN Energy Group emphasized that the award reflects the company's commitment to R&D in robotics and its strategic vision for global presence in the innovation ecosystem [5].

Group 1 - Builders FirstSource, Inc. (NYSE:BLDR) is recognized for supplying building materials, components, and construction services, including engineered wood products, windows, doors, siding, roofing, and software solutions [2] - Jim Cramer expressed a strong belief in Builders FirstSource but indicated a preference for Home Depot and Lowe's due to the challenging market conditions, suggesting that Builders FirstSource represents a high-risk, high-reward investment [1] - Cramer noted that the performance of Builders FirstSource is closely tied to the housing market, stating that the stock cannot rise without a strong housing market, and mentioned that the company has projects in hand which could indicate potential growth [2] Group 2 - Cramer highlighted that if Builders FirstSource performs well, it may suggest a decrease in mortgage rates, which could positively impact the housing market [2] - Despite acknowledging Builders FirstSource's potential, there is a belief that certain AI stocks may offer greater upside potential with less downside risk, indicating a competitive investment landscape [2]

Core Insights - Corteva, Inc. (CTVA) is a leading agricultural company with a market cap of $44.3 billion, providing seed and crop protection solutions along with digital services [1][2] Company Overview - CTVA is classified as a large-cap stock, emphasizing its significant size and influence in the agricultural inputs industry [2] - The company boasts a strong product pipeline and focuses on global agrarian needs through science-based innovations, operating in 125 countries for regional customization [2] - CTVA employs a flexible production strategy to ensure cost efficiency and adaptability to market demand [2] Stock Performance - CTVA's stock has declined 15.6% from its 52-week high of $77.41, with a 9.8% drop over the past three months, underperforming the S&P 500 Index's 6.2% gains [3] - Over the last six months, CTVA shares fell 8.3%, while gaining 5.3% over the past 52 weeks, lagging behind the S&P 500's six-month and one-year gains of 14.7% and 13.2%, respectively [4] - The stock has been trading below its 200-day moving average since early October but above its 50-day moving average since mid-November [4] Financial Performance - In Q3, CTVA reported an adjusted loss of $0.23 per share, outperforming Wall Street's expectation of a $0.49 loss, with revenue of $2.6 billion exceeding the forecast of $2.5 billion [5] - The company projects full-year adjusted EPS between $3.25 and $3.35, with revenue expectations ranging from $17.7 billion to $17.9 billion [5] Competitive Landscape - CTVA's competitor, FMC Corporation, has experienced significant stock declines, with a 66.2% drop over six months and 77.2% over the past year, highlighting CTVA's relative strength in the market [6]

Core Insights - Thermo Fisher Scientific Inc. (TMO) is a leading biotechnology and life sciences company with a market cap of $220 billion, providing a wide range of products and services for research, diagnostics, and laboratory operations [1][2] Financial Performance - TMO shares have retreated 2.2% from their 52-week high of $610.97, but have surged 21.8% over the past three months, outperforming the Health Care Select Sector SPDR Fund (XLV), which declined by 16.6% during the same period [3] - Year-to-date, TMO is up 14.9%, lagging behind XLV's 15.4% rise, while over the past 52 weeks, TMO shares have increased by 16.3%, surpassing XLV's 9.2% increase [4] Recent Developments - On November 24, Thermo Fisher priced a €2.1 billion ($2.4 billion) euro-denominated bond offering, which includes €1.0 billion floating-rate notes due 2027 and €1.1 billion ($1.3 billion) fixed-rate notes due 2035, aimed at funding general corporate purposes [5] - Following the bond offering announcement, Thermo Fisher's shares rose by 2% in the next trading session [5] Competitive Landscape - IDEXX Laboratories, Inc. (IDXX) has outperformed Thermo Fisher, with shares up 85.4% year-to-date and 78.9% over the past 52 weeks [6]

Core Insights - Crexendo (CXDO) reported $17.5 million in revenue for Q3 2025, marking an 11.9% year-over-year increase and a 2.71% surprise over the Zacks Consensus Estimate of $17.04 million [1] - The company achieved an EPS of $0.10, up from $0.06 a year ago, resulting in a 25% surprise over the consensus EPS estimate of $0.08 [1] Revenue Breakdown - Service revenue was $8.57 million, exceeding the estimated $8.47 million, reflecting a 7.8% increase year-over-year [4] - Product revenue was $1.41 million, slightly below the estimated $1.46 million, showing a significant decline of 22.4% compared to the previous year [4] - Software solutions revenue reached $7.52 million, surpassing the average estimate of $7.12 million, with a year-over-year growth of 28.3% [4] Stock Performance - Over the past month, Crexendo's shares have returned +9.2%, outperforming the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Group 1 - The semiconductor and chip industry is crucial for the artificial intelligence and digital infrastructure revolution, with several ETFs providing leveraged exposure to leading companies in this sector [1] - Unbiased Alpha is a Swiss Fintech startup that offers consulting services to institutional investors globally, focusing on quantitative trading and systematic strategies [1] - The company specializes in developing software solutions, cloud services, and API-based data science algorithms, emphasizing machine learning and AI in its investment strategies [1] Group 2 - Unbiased Alpha has extensive experience managing funds over $1 billion in assets under management (AuM) with small teams [1] - The research conducted by Unbiased Alpha covers various asset classes and instruments, including stocks, ETFs, foreign exchange, commodities, and cryptocurrencies [1] - The company also monitors hedge funds as part of its comprehensive investment strategy [1]

Core Partnership and Acquisitions - The partnership with Core Scientific is solid, with a commitment to consume their services for the next 10 to 15 years through infrastructure extensions [2][3] - Recent shareholder votes resulted in the rejection of an acquisition, primarily due to price considerations, despite strategic alignment [3] - The company has been actively acquiring other firms, such as Mariano and Waits Biases, to enhance its cloud capabilities and broaden software solutions [4][8] Infrastructure Development - The company has a significant footprint within Core Scientific, utilizing approximately 580 megawatts of infrastructure, while also signing over 600 megawatts of data center infrastructure outside of Core Scientific [6][7] - New data centers are being built in Pennsylvania and New Jersey to increase control over infrastructure [9] - The company is focused on raising capital to support ongoing infrastructure buildout, leveraging innovative financing products [11][12] Market Position and Strategy - The company believes it has a strong business model that generates substantial returns and meets global infrastructure needs [13][14] - There is a growing interest in the company's offerings, particularly in artificial intelligence infrastructure, which is seen as a bullish indicator for future growth [16][17] - The company aims to diversify its customer base while remaining disciplined in its acquisition strategy, ensuring that any potential deals are at the right price [10][15]