Alstom's recovery and growth potential make it a strong long-term investment, with significant improvements in backlog mix, capital raises, and KPIs. The company's European-centric portfolio, especially in rolling stock and signaling, positions it well for future infrastructure growth and electrification trends. Despite past challenges and a significant share price drop, Alstom's deleveraging and strategic focus on high-margin segments support a positive outlook.

In our commercial-legal cultures, we hate monopolies but tolerate duopolies. An application watching-observability Dynatrace and Datadog may be evolving toward becoming an informal duopoly. On the surface, the two companies seem very much alike.

Leading vaccine makers like Eli Lilly and Co. NYSE: LLY, Pfizer Inc. NYSE: PFE, and AstraZeneca plc NASDAQ: AZN may have faded from the spotlight since the peak of the COVID-19 pandemic, but now there is reason to expect renewed interest. As investors look ahead to the second Trump administration, the incoming president's nomination of outspoken vaccine critic Robert F.

The Estee Lauder Companies faces challenges due to weak consumer sentiment in China and Asia travel retail, leading to disappointing performance.

I discuss two high-yield stocks: TriplePoint Venture Growth (17.4%) and Easterly Government Properties (8.4%), suitable for risk-tolerant income investors. TriplePoint Venture Growth has shown portfolio improvements and reduced debt, despite recent dividend cuts and declining investment income. Easterly Government Properties has maintained its dividend, achieved FFO and revenue growth, and has a solid acquisition pipeline despite a high leverage ratio.

Iris Energy Limited leverages 100% renewable energy for Bitcoin mining and AI/HPC services, prioritizing sustainability and scalability for future growth. The company is accelerating Bitcoin mining capacity expansion, targeting 50 EH/s by mid-2025, supported by advanced hardware like S21 Pro miners. With low-cost Bitcoin production at $29,000 per coin and competitive efficiency metrics, IREN is well-positioned for profitability despite price volatility.

Ground-floor opportunities in transformative technologies don't come along often. We're in a unique moment in which two revolutionary sectors -- quantum computing and electric aviation -- are transitioning from research labs to commercial reality.

Lattice Semiconductor's Q3'24 earnings were in line with estimates, reporting $127.1 million in revenue and $0.24 EPS. Growth is estimated to be relatively flat going into eFY25. New CEO Ford Tamer aims for 15-20% long-term revenue growth and margin enhancement by focusing on small-to-mid-range FPGAs and reducing costs, including a 14% headcount cut. Despite a -34% revenue decline in Q3'24, Lattice expects gradual recovery and 4% growth and strong free cash flow generation in eFY25, driven by cost-cutting and inventory management.

Shares in Tharisa PLC (LSE:THS, JSE:THA, OTC:TIHRF), a producer of platinum group metals (PGMs) and chrome, after it reported robust financial results for the fiscal year ending September 30, The integrated mining group, which operates in South Africa and Zimbabwe, achieved double-digit revenue growth, increased production, and has made strategic progress in developing its long-term projects. Financial performance Tharisa's revenue for the year increased by 11% to $721.4 million, up from $649.9 million in 2023.

Conservative consumer spending and sticky inflation overshadows retail growth. TJX Companies delivers strong Q3 results, and lifts full-year guidance. Ross Stores holds a strong competitive advantage with a loyal customer base, but strategic expansion lacks novelty.