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VanEck Morningstar Wide Moat ETF
MOAT.US
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First Trust Advisors LP Sells 21,347 Shares of Amgen Inc. $AMGN

First Trust Advisors LP reduced its stake in Amgen Inc. by 3.8% in Q2, selling 21,347 shares. Amgen's stock opened at $340.16, with a market cap of $183.17 billion. The company reported Q3 earnings of $5.64 per share, beating estimates, and announced a quarterly dividend of $2.38. Insiders sold shares, including EVP Murdo Gordon and SVP Rachna Khosla.

Market Beat·
US
AMGN
-1.52%
Market Beat·
US
AMGN
-1.52%

Is Estée Lauder (EL) Using AI Fragrance Tools to Quietly Redefine Its Brand Moat?

Estée Lauder is leveraging AI technology with the Jo Malone London Scent Advisor to enhance its fragrance business, part of a broader Profit Recovery and Growth Plan. The company aims to convert restructuring and digital spending into sustainable earnings, projecting $16 billion revenue and $1.4 billion earnings by 2028. Despite AI-driven growth, execution on cost cuts remains a risk. Community fair value estimates for Estée Lauder vary widely, reflecting differing investor perspectives on its future performance.

Simplywall·
US
EL
+1.75%
Simplywall·
US
EL
+1.75%

Bernstein Sticks to Their Buy Rating for Applied Materials (AMAT)

Bernstein analyst Stacy Rasgon maintained a Buy rating for Applied Materials with a price target of $260. Rasgon, who covers the Technology sector, has an average return of 25.8% and a 65.25% success rate. Applied Materials holds a Strong Buy consensus among analysts, with a price target consensus of $261.74.

Tip Ranks·
US
AMAT
+0.30%
Tip Ranks·
US
AMAT
+0.30%

Teradyne (TER) Is Up 8.8% After Stifel’s AI Test Upgrade

Teradyne (TER) saw an 8.8% increase after Stifel upgraded its rating, citing the company's underappreciated role in AI-focused semiconductor testing and networking. This upgrade highlights Teradyne's shift in revenue toward AI GPU and ASIC test solutions, reinforcing its pivotal position in developing advanced compute systems. Investors in Teradyne need to believe that this growing complexity in semiconductor testing and AI compute, along with eventual robotics contributions, will sustain demand for its platforms.

Yahoo Finance·
US
TER
+1.82%
Yahoo Finance·
US
TER
+1.82%

Consumers today want to feel part of a community, Estée Lauder CEO says

Estée Lauder CEO Stéphane de La Faverie emphasizes the importance of consumer centricity and community engagement, particularly through platforms like TikTok. The company aims to be the leading consumer-centric beauty brand by embracing personalization and creativity. Estée Lauder is also focusing on growth in the Americas and emerging markets, while maintaining its presence in China. The company has made minority investments in beauty labels in China, Mexico, and India to enhance local relevance.

marketscreener·
US
EL
+1.75%
marketscreener·
US
EL
+1.75%
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