Visible Alpha

“Volatility is likely to continue until the market gets conviction,” said our Head of TMT Research, Melissa Otto, on @BBCNews. Melissa also delved into how the upcoming CPI print may impact the expected path of the Fed cutting rates this year.

The Visible Alpha GLP-1 Drug Monitor reflects the current and projected growth of the GLP-1 family of therapeutics marketed by publicly traded companies for type 2 diabetes, obesity/weight management, and other indications. Dive into the latest update: hubs.li/Q02J4dcG0

U.S. semiconductor and infrastructure software solutions provider, Broadcom (NASDAQ: $AVGO), is poised for robust revenue growth in 2024, primarily fueled by its infrastructure software revenue segment. Dive into the analysis: hubs.li/Q02H_DDr0

Meta (NASDAQ: $META) & Apple (NASDAQ: $AAPL) will report results next week. Here are the key numbers that we’re watching. hubs.li/Q02HXQqr0

Western Digital Corporation (NASDAQ: $WDC) is poised for a cyclical recovery in 2024 after experiencing significant declines in price and revenue last year. Dive into the analysis: hubs.li/Q02HR6tm0

The Visible Alpha AI Monitor aggregates publicly-traded U.S. technology companies, providing a comprehensive measure of the current state and projected growth of the core AI industry. Dive into the latest update here: hubs.li/Q02HM-Z_0

Shanghai MicroPort MedBot (HKG: 2252), the surgical robotics division of medical device developer MicroPort (HKG: 0853), is poised for continued growth momentum, with total revenue forecasted to grow at a CAGR of 150% between 2024 and 2026. hubs.li/Q02Hq_5L0

As the U.S. Federal Reserve keeps interest rates on hold, NII for the big four U.S. banks is expected to see a continued decline in the upcoming quarters, driven by higher deposit costs and muted loan demand. Dive into the analysis: hubs.li/Q02H7PXW0

Explore how Visible Alpha data via @Snowflake can elevate your financial strategies and drive informed decision-making by checking out the latest Snowflake Marketplace Guide. hubs.li/Q02H7pwT0

Australian oil and gas producer Strike Energy Limited (ASX: STX) is poised for strong growth in production volumes and revenue in 2024, buoyed by the company’s Walyering gas field in Australia starting production. Dive into the analysis: hubs.li/Q02H5lL50

Pool Corporation (NASDAQ: $POOL) lowered its 2024 earnings outlook due to weakened demand in the pool construction sector. Visible Alpha consensus estimates show analysts have significantly lowered estimates for the company amid the seasonal demand shifts.hubs.li/Q02GK-840

@Amazon.com, Inc. (NASDAQ: $AMZN) will report Q2 2024 results on Thursday, July 25, 2024. Here are the key numbers that we’re watching. hubs.li/Q02GXrB20

On @BloombergRadio our TMT Analyst shared her takeaways from the recent inflation print, noting that a potential Sept. rate cut may be back on the table. Listen to the full interview at 40:00 for her insights into big tech this earnings season and more: hubs.li/Q02GDXyy0

On @YahooFinance, our TMT Analyst, Melissa Otto, shared her insights on Amazon's upcoming Prime Day promotions and on the outlook for Amazon's retail business. Discover what the market is expecting. hubs.li/Q02GrLz-0

In a recent @IRMagazine webinar focused on mastering communications throughout the earnings cycle, our TMT Analyst Melissa Otto offered valuable insights on how companies can avoid missing expectations and more. For more, check out this article: hubs.li/Q02GfKCS0

Our TMT Analyst Melissa Otto joins @BloombergRadio today to share her macro markets and tech sector insights as investors question whether tech giants can maintain their stock rally in the second half of 2024. Catch the live interview at 3:40 pm ET via: hubs.li/Q02Gbby90

Biopharma Analyst, Rahul Jasuja delved into the market outlook for weight loss drugs, addressing their potential side effects and implications for companies, during his recent appearance on @SchwabNetwork. Watch the full interview for more insights: hubs.li/Q02GbJc60

Investment banking revenues at major U.S. banks are projected to bounce back in 2024, fueled by increased activity in mergers and debt transactions following a two-year downturn. Dive into the analysis: hubs.li/Q02G3krv0

Catch our Biopharma Analyst, Rahul Jasuja, live at 11:50 am ET, on @SchwabNetwork, where he’ll delve into the latest GLP-1 drugs in development and much more: hubs.li/Q02G0WTH0

Is there room to improve on PCSK9? Check out this article in @IBDinvestors for our Biopharma Analyst Rahul Jasuja’s insights into the pharmaceutical companies working to bring new cholesterol treatments to the market: hubs.li/Q02FPWQ80