WOC Street Newsletter @ Dec 26

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🫡 Here are some must-read news today that may have stock influences.
seekingalpha.com

BearishShortTermAAPL

Apple files emergency motion against Watch ban (NASDAQ:AAPL)

  1. Apple has filed an emergency motion to pause a ban on importing and selling some of its Watch models.
  2. The ban was put in place by the International Trade Commission due to patent infringement.
  3. Apple's wearables business, which includes the Apple Watch, brought in over $8.2B in sales in Q3.
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investing.com

BearishShortTermWMT

Explainer-What's next after US Apple Watch import ban? By Reuters

  1. The ban on Apple Watches has gone into effect due to a complaint from medical-monitoring technology company Masimo.
  2. Apple preemptively paused sales of its high-end Series 9 and Ultra 2 models in the US.
  3. The ban specifically applies to Apple and its affiliated companies but may not affect other retailers selling Apple Watches.
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seekingalpha.com

BullishLongTermPFE

Pfizer: Why I Am Buying The 5.92% Yield After The 2.4% Dividend Increase

  1. Pfizer's stock has declined by -44.6% in 2023, but there may be an opportunity for long-term investors.
  2. Pfizer's financials have declined due to factors such as the negative stigma around the COVID-19 vaccine.
  3. Despite the decline, Pfizer is still profitable and has a strong balance sheet.
  4. The company recently delivered 2024 guidance that came in below expectations.
  5. Pfizer backstopped the dividend with a 2.4% increase, alleviating fears of a cut.
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cnbc.com

BullishShortTermINTC

Israel grants Intel $3.2 billion for new $25 billion chip plant, biggest ever company investment in country

  1. Intel is receiving a $3.2 billion grant from the Israeli government to build a new chip plant in southern Israel.
  2. The investment is seen as a show of support for Israel during the conflict with Hamas.
  3. Intel's shares were up 1.9% in premarket trading following the announcement.
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cnbc.com

BullishShortTermAMD

Here are 3 stocks — other than Nvidia — getting an AI premium from Wall Street

  1. Nvidia's stock price has increased by 234% this year due to the demand for its processors for training language models.
  2. AMD is viewed as the most likely competitor to Nvidia's AI chip monopoly, and its stock has risen by 116%.
  3. Arista Networks and Cloudflare are also benefiting from the generative AI wave, with their stocks rising by 96% and 87%, respectively.
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seekingalpha.com

BearishShortTermPLTR

Palantir: Not A Clear Alpha Play Anymore (NYSE:PLTR)

  1. Palantir's RPO numbers, a leading indicator of future revenues, have consistently declined over the last four quarters, increasing top-line risk.
  2. The S&P 500 inclusion catalyst is likely priced in, as the company's eligibility and strong profitability status have already been reflected in the stock price.
  3. H2 FY23 has seen a significant increase in net insider selling of PLTR stock, signaling caution.
Save you 9 mins
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