Semiconductor stocks surged on Wednesday after$NVIDIA (NVDA.US)$'s CEO Jensen Huang emphasized strong demand for AI chips. KeyBanc analyst John Vinh explained the recovery following Nvidia’s 8% intraday rise, attributing it to an overreaction to earnings, though the AI trade remains strong. Oracle played a key role by reporting accelerating AI growth and announcing a doubling of capital expenditures next year. This reassured investors that AI inv...
1. The overall scale effect of Disney is diminishing. As a global media company, a very important value proposition is its global scale. In the media industry, scale is everything, and with scale, one can exert a dimensional strike against competitors. Time Warner was crushed by NFLX in just a few years, and behind this was a global platform company's dimensional strike against a domestic enterprise. After the gap was pulled open, the cost of content inves...
Looking back, there was an abyss behind$Warner Bros Discovery (WBD.US)$It's hard to believe that Malone's company could have such poor corporate governance, with revenues missing by $300 million, a non-cash goodwill impairment of $9.1 billion (really "excellent" capital allocation), and a free cash flow decline of 43% to about $1 billion. The revenues from theaters, networks, and DTC are all declining. Zasl...
Artificial Intelligence (AI) is no longer just a futuristic concept; it has become an integral part of our present and a driving force shaping the future. From businesses optimizing operations with AI-driven analytics to everyday people interacting with virtual assistants like Siri or Alexa, AI is everywhere. It’s a technological revolution on par with the advent of the internet. But while we pour billions into...
Shakerin
OP
ETONA
:
No idea. It’s difficult to guess. I will wait for a week to see which direction they are heading. I just buy stocks for long term. so, just keeping an eye on Intel’s strategy.
ETONA
Shakerin
OP
:
short term is hard to have good news rate cut may not necessary good the fund may go to emerging market, cheaper and flexible till next president inaugurated
In the past two weeks, companies such as$Broadcom (AVGO.US)$,$NIO Inc (NIO.US)$, and Oracle have successively released their earnings reports, leading to significant fluctuations in their stock prices. For instance,$Oracle (ORCL.US)$released its Q1 FY2025 earnings report after the U.S. stock market closed on September 9. The company reported better-than-expected revenue, earnings, and cloud infrastructure income...
$Oracle (ORCL.US)$$Advanced Micro Devices (AMD.US)$$Dell Technologies (DELL.US)$Investment firm UBS named Advanced Micro Devices (NASDAQ: #AMD), Dell Technologies (NYSE: #DELL), and Oracle (NYSE: #ORCL) as top tech stocks to own at year-end. AMD is UBS’ top pick in the semiconductor and semiconductor capital equipment sectors, as the bank likes AMD’s GPU roadmap. Its GPU products are considered “competitive” with Nvidia (NVDA) due t...
Oracle played a key role by reporting accelerating AI growth and announcing a doubling of capital expenditures next year. This reassured investors that AI inv...
As a global media company, a very important value proposition is its global scale. In the media industry, scale is everything, and with scale, one can exert a dimensional strike against competitors. Time Warner was crushed by NFLX in just a few years, and behind this was a global platform company's dimensional strike against a domestic enterprise. After the gap was pulled open, the cost of content inves...
The revenues from theaters, networks, and DTC are all declining. Zasl...
AMD is UBS’ top pick in the semiconductor and semiconductor capital equipment sectors, as the bank likes AMD’s GPU roadmap.
Its GPU products are considered “competitive” with Nvidia (NVDA) due t...
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