Google must sell its Chrome browser to restore competition in the online search market, US prosecutors have argued.

Hershey's strong brand equity and pricing power make it a compelling value investment, especially for dividend-focused investors seeking stability in bear markets. Despite attractive valuation metrics, Hershey faces challenges like stagnant earnings growth, shifting consumer preferences, and soaring cocoa prices. To mitigate risks, consider a diversified approach, including potential hedging with GLP-1 drugmakers like Novo Nordisk and Eli Lilly.

Autolus Therapeutics' AUCATZYL, approved by the FDA for relapsed/refractory B-cell ALL, shows strong potential despite safety concerns. The Company's Obe-cel family and oncology pipeline include multiple catalysts for 2025, expanding potential indications in autoimmune diseases and hematologic malignancies. AUTL's cash runway of 1.9 years and no financial debt provide a solid financial foundation to support AUCATZYL's commercialization and future growth.

Papa John's struggles with aggregator channels and outdated loyalty programs, but recent improvements in rewards and value perception show promise for a turnaround. Domino's success with its revamped rewards program highlights the importance of strong owned channels before embracing third-party platforms. Despite recent challenges, Papa John's is focusing on optimizing its menu, enhancing value perception, and expanding strategically to drive future growth.

Wise PLC's robust payment infrastructure and low transaction costs create a strong moat, driving double-digit growth in a large, expanding market. The company's impressive financials include a 19% YoY revenue increase, 55% profit growth, and a strong balance sheet with minimal debt. Wise's valuation is attractive, trading at a P/E of 20x, with significant upside potential due to growth catalysts such as new partnerships and regulatory approvals.

Applied Materials' revenue grew 5% YoY to $7.05 billion, driven by Semiconductor Systems and Services, with improved gross margins due to better inventory management and value-based pricing. The company is in the third inning of implementing value-based pricing, enhancing operating margins, and exploring the Applied Global Services segment for predictable recurring revenue. Valuation metrics are in line with peers, with cyclicality evident in sales multiples and gross margins; AMAT projects significant growth in the semiconductor business by 2030.

MoneyLion Inc.'s third-quarter growth includes a 1.6 million increase in customers and a 22% year-over-year revenue rise, showing strong underlying momentum. The company's marketplace and personal finance segments, bolstered by over 1,200 partnerships, drive significant traffic and revenue. MoneyLion's valuation metrics, including an EV/EBITDA of 10.99x and a price-to-sales ratio of 1.71x, indicate a favorable fundamental value outlook.

The DOJ asked the judge in its antitrust case against Google to force the company to sell Chrome. Chrome is a key distribution method for Search, which provides crucial data for Google's ads.

The Department of Justice is pushing a federal judge to make Google divest its Chrome internet browser as a remedy following the antitrust case. "To remedy these harms, the [Initial Proposed Final Judgment] requires Google to divest Chrome, which will permanently stop Google's control of this critical search access point," the filing reads.

Golub Capital BDC (NASDAQ:GBDC ) Q4 2024 Results Conference Call November 20, 2024 10:00 AM ET Company Participants David Golub - Chief Executive Officer Matt Benton - Chief Operating Officer Chris Ericson - Chief Financial Officer Conference Call Participants Robert Dodd - Raymond James Paul Johnson - KBW Ray Cheesman - Anfield Capital Operator Hello, everyone, and welcome to GBDC's Earnings Call for the Fiscal Year and Fiscal Quarter Ended September 30, 2024. Before we begin, I'd like to take a moment to remind our listeners that remarks made during this call may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.