NVIDIA Corp (NASDAQ:NVDA, ETR:NVD) is poised to remain at the forefront of the US semiconductor industry in 2025, leading the first half’s growth on the back of robust AI and cloud investments, according to Bank of America.
With its Blackwell GPUs driving innovation in AI and cloud computing, Nvidia is expected to capitalize on ongoing demand from US cloud service providers and enterprise AI deployments. Analysts have Nvidia as a top pick for 2025, alongside Broadcom (AVGO) and Marvell Technology (MRVL), as the industry continues its upcycle, which began in late 2023.
Dunelm Group PLC (LSE:DNLM) is Deutsche Bank’s top pick among the UK household retail market, which it says generally needs improved housing transactions, spending power and confidence.
Retailer Dunelm gets an upgrade to buy due to an attractive margin profile, high return on capital and track record of cash returns.
A new, more powerful generation of weight-loss drugs could be about the change the landscape for weight-loss treatments, according to analysts at Barclays.
Thus far, investors' focus on the GLP-1-based weight loss treatments has ebbed and flowed, but 2025 might be an inflection point in the narrative, suggests the bank.
Quadrise PLC (AIM:QED)'s latest fuel trial news is another "highly encouraging" milestone, according to analysts at stockbroker Shore Capital, which reckons the alternative fuel firm could more than double in value as it advances towards commercialisation.
The London-listed small-cap is among the top performers in the second half of 2024, with the shares up some 190% in the past month as key deals show progress.
Flutter Entertainment PLC (LSE:FLTR) has been rated the best of the online gambling groups by analysts at Deutsche Bank, who have also upped their price target by a quarter.
Deutsche Bank said it has been a year to remember for Flutter, given it was the best-performing share in the sector.
Rainbow Rare Earths Ltd's (LSE:RBW, OTC:RBWRF) Interim Study for Phalaborwa used much higher confidence level parameters compared to the original preliminary study or PEA, notes broker SP Angel.
In particular, the study incorporates results from the large-scale pilot testwork to recover REE from phosphogypsum into a high-grade intermediate product.
Oriole Resources PLC (AIM:ORR) picked up almost 4% on a reassuring update from its first drill hole completed at the Mbe gold project, Cameroon.
The drilling has encountered the amphibolite-gneiss host rocks intruded by felsic porphyries, which correlates with the lithologies noted during trenching, noted SP Angel.
Confirmation that Saga PLC (LSE:SAGA) would sell its underwriting wing and enter a 20-year insurance partnership with Ageas saw shares erupt into life on Monday.
Shares surged 9.2% to 135p in the wake of the news Ageas would take on Saga’s price-comparison website, pricing, underwriting, claims and customer servicing activities.