Emerson Electric: Growth Boosted By Shift From Hardware To Software

Vertiv: Strong Growth Supported By Data Centers

Deere & Company: Agricultural Machinery Leader

Nvidia: Limited China Impact, Strong Buy Maintained

Cintas: Good Growth Prospects At Fair Value

ASML: Huge Growth In 2025 (Rating Upgrade)

RB Global: Acquisition Of IAA Supports Continued Growth Outlook

Monolithic Power Systems: Impressive Growth To Continue In 2025

Apple: Tariff To Have Low Impact On Revenue

DocuSign: Still The Most Dominant Digital Signature Software Company

MongoDB: High Growth Database Software Company

ON Semiconductor: Are 40% Operating Margins Achievable?

Cadence Design Systems: Gaining Ground To Synopsys

Microsoft: OpenAI Stake Valued At $147 Bln

Copart: Market-Resilient Business Model

Camtek: Strong Focus In HPC Market

IBM: Is The Stock Price Overvalued?

Credo: Robust Growth To Continue

Broadcom: Apple Chip Revenue Gains And Losses

Guidewire: The Shift To Profitability

STMicroelectronics: Navigating The Extreme Weakness Of Industrial Microcontrollers

Nvidia: How DeepSeek Boosts GPU Demand

Oracle: $14.7 Billion Stargate Revenue Opportunity (Rating Upgrade)

NXP: Acquisition Of TTTech Auto Acquisition Boosts SDV Market Offering

Cloudflare: Dominating The Global CDN Market