Ashomech
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Goldman Sachs' "Four-Stage AI Investment Framework" outlines a comprehensive path for AI development, from hardware-driven growth to a productivity revolution. We are in the second stage - AI infrastructure development - a critical phase that determines the ecosystem's sustainability.
In the first stage, hardware manufacturers like $NVIDIA (NVDA.US)$ were the clear winners. Generative AI-fueled NVIDIA's meteoric rise drives ...
In the first stage, hardware manufacturers like $NVIDIA (NVDA.US)$ were the clear winners. Generative AI-fueled NVIDIA's meteoric rise drives ...
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Ashomech
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Hi mooers!
$Super Micro Computer (SMCI.US)$ is releasing its Q1 FY2025 earnings on November 5 after the bell. Unlock insights with SMCI Earnings Hub>>
On October 30, SMCI's audit firm EY resigned during their review, citing concerns about the company's governance and transparency. $Super Micro Computer (SMCI.US)$ 's share price dropped over 30% on that day. Do you expect any comment from SMCI's management? Subscribe to @Moo Live a...
$Super Micro Computer (SMCI.US)$ is releasing its Q1 FY2025 earnings on November 5 after the bell. Unlock insights with SMCI Earnings Hub>>
On October 30, SMCI's audit firm EY resigned during their review, citing concerns about the company's governance and transparency. $Super Micro Computer (SMCI.US)$ 's share price dropped over 30% on that day. Do you expect any comment from SMCI's management? Subscribe to @Moo Live a...
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Ashomech
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Ashomech
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🗳️ With the U.S. presidential election looming ever closer, the market's attention is laser-focused on how different election outcomes could shape the American economy. The polls are heating up, and every shift in the numbers sends ripples through the financial world. 📈
As of late, Donald Trump's poll num
bers have taken a surprising turn, "edging out" Kamala Harris for the first time since August. 🤔 This shift has market participants buzzing and reassessin...
As of late, Donald Trump's poll num
bers have taken a surprising turn, "edging out" Kamala Harris for the first time since August. 🤔 This shift has market participants buzzing and reassessin...
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Ashomech
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$Amazon (AMZN.US)$ is scheduled to release its quarterly results on 31 Oct (Thursday) after market close. AMZN is expected to report a rise in quarterly revenue for the period ending 30 September 2024.
AMZN is expected to report a 9.9% increase in revenue to $157.2 billion from $143.08 billion a year ago.
AMZN's guidance on 01 August 2024, for the period ended 30 Sep, was for revenue between $154.00 billion and $158.50 billion.
The consensus estimat...
AMZN is expected to report a 9.9% increase in revenue to $157.2 billion from $143.08 billion a year ago.
AMZN's guidance on 01 August 2024, for the period ended 30 Sep, was for revenue between $154.00 billion and $158.50 billion.
The consensus estimat...
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Ashomech
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On October 29, after the U.S. stock market closed, AMD released its financial report for the third quarter of 2024. Despite the revenue for the quarter significantly exceeding market expectations, the company's forecast for future performance indicated that the growth rate of AI chip sales might slow down, leading to a drop of over 7% in its stock price during after-hours trading. Amidst wide...
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Ashomech
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In the coming weeks, major companies will be competing to release their earnings reports.
Including notable appearances from companies like $Alphabet-A (GOOGL.US)$ $Microsoft (MSFT.US)$ $Meta Platforms (META.US)$ $Apple (AAPL.US)$ and $Amazon (AMZN.US)$ .
Earnings season often brings heightened market volatility, presenting a mix of challenges and opportunities for investors.
For options traders, ...
Including notable appearances from companies like $Alphabet-A (GOOGL.US)$ $Microsoft (MSFT.US)$ $Meta Platforms (META.US)$ $Apple (AAPL.US)$ and $Amazon (AMZN.US)$ .
Earnings season often brings heightened market volatility, presenting a mix of challenges and opportunities for investors.
For options traders, ...
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