Top Highlights

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Massive Stock Buyback Fuels Owens & Minor Rally – OMI +39% (1D) after announcing a $100M share repurchase program, signaling confidence in future growth and capital efficiency.

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Bitdeer Surges on Buyback Announcement – BTDR +14% (1D) following approval of a S$20M stock buyback, reinforcing management’s commitment to shareholder returns amid volatility in the crypto mining sector.

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Banco Latinoamericano Soars on Dividend Hike – BLX +7.3% (1D) after boosting its dividend by 25%, highlighting strong earnings momentum and improved capital deployment strategies.

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Nvidia Earnings: Record Revenue but Market Volatility

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Nvidia (NVDA) posted Q4 revenue of $39.3B, up 78% YoY, with data center sales surging 93% to $35.6B as AI demand remained strong. EPS hit $0.89, surpassing expectations. The company projected Q1 revenue of $43B, slightly above forecasts.
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Despite beating estimates, shares fell 8.5%, wiping out $273B in market value, as investors reacted to declining gross margins and concerns over AI competition. CEO Jensen Huang emphasized unprecedented demand for Blackwell GPUs, but tariff risks and efficiency gains in AI models have fueled uncertainty.
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Nvidia's chips are built in Taiwan. In recent weeks, Trump has threatened to place 100% tariffs on imports from Taiwan and block exports of semiconductor chips to China - both threats to Nvidia's revenues.
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Progyny Beats Revenue Expectations but Faces Slower Growth in 2025

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Progyny is a healthcare benefits provider specializing in fertility and family-building solutions for employers. The company partners with organizations to offer comprehensive fertility treatment coverage, including in-vitro fertilization (IVF), egg freezing, and pharmacy benefits.
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In Q4 2024, Progyny reported $298.4M in revenue (+10.6% YoY), with fertility benefit services up 9% and pharmacy benefit services rising 13%. Gross profit increased 11% to $63.4M, but net income fell 22% YoY to $10.5M due to higher tax provisions. The company ended the year with 473 clients, a 20.7% increase.
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For full-year 2024, revenue reached $1.17B (+7.2% YoY), but profit margins compressed to 4.7%. 2025 guidance projects slower growth (1-5%) following the loss of a major client. However, expansion to 530+ clients covering 6.7M lives highlights sustained demand for fertility benefits.

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Duolingo Posts Record Revenue, But Stock Plunges on AI Concerns

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Duolingo (DUOL), the leading language-learning platform, reported Q4 2024 revenue of $151.1M (+39% YoY), driven by a 51% increase in daily active users (DAUs) and 42% growth in total bookings. However, shares plunged 17% as investors reacted to higher AI-driven costs and a slowdown in revenue growth projections for 2025.
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• Subscription growth remained strong, with Duolingo Max and Family Plan adoption rising—the latter now comprising 23% of total subscribers.
• AI-driven content expansion in Math and Music courses boosted engagement but weighed on margins.
• Gross margins to decline by 170 bps in 2025 due to AI-related investments, though management expects long-term cost efficiencies.
• 2025 guidance projects $1B+ in bookings, with subscription revenue expected to grow 31%.
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Despite strong user growth, slower revenue expansion and AI costs are pressuring investor sentiment.
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Snowflake Surges on Strong Q4 Earnings and AI Expansion

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Snowflake (SNOW) shares rose 4.5% after the cloud data company beat Q4 earnings estimates and unveiled an expanded AI partnership with Microsoft Azure.
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• Revenue: $987M (+27% YoY), exceeding expectations of $956M.
• EPS: $0.30 (vs. $0.17 expected), showcasing improving profitability.
• Product revenue: $943M (+28% YoY), surpassing the $914M estimate.
• Guidance: FY25 product revenue expected at $4.28B, above $4.21B forecast.
• CEO Sridhar Ramaswamy emphasized Snowflake’s AI leadership, citing 4,000+ customers using AI/ML tools. However, Q1 product revenue guidance ($955M-$961M) fell slightly short, signaling a potential near-term slowdown.
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Snowflake continues to cement itself as a key AI-driven enterprise data platform, despite market concerns over growth normalization.

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Super Micro Beats Earnings, Expands AI Infrastructure

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Super Micro Computer (SMCI) continues to navigate strong growth, regulatory scrutiny, and market volatility following its latest earnings report. The company successfully filed its delayed financial reports, avoiding a potential Nasdaq delisting, and CEO Charles Liang reaffirmed an ambitious $40 billion revenue target for 2025. However, recent insider stock sales have raised concerns, as cofounder Sara Liang and Senior VP George Kao collectively sold $5.9 million worth of shares. Meanwhile, Liang received a grant of 1 million stock options after meeting revenue growth milestones.
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Amid these developments, Super Micro is aggressively expanding its infrastructure to capitalize on the growing demand for AI-powered data centers. The company announced plans for a third Silicon Valley campus, expected to span nearly 3 million square feet upon completion. This expansion is aimed at scaling production of liquid-cooled AI servers, a critical component for data centers running high-performance workloads. Super Micro is positioning itself as a leader in AI infrastructure, leveraging its deep partnership with Nvidia to provide cutting-edge solutions for enterprise clients.
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Despite these growth initiatives, regulatory risks remain a key concern. The company is still under investigation by the SEC and DOJ following prior allegations of accounting irregularities, and it faces multiple shareholder lawsuits.
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