📈 Qualcomm presented its quarterly results yesterday! 💼
Qualcomm $QCOM is a global leader in mobile technology, known for its innovative chips and technologies for smartphones and other devices. Their cutting-edge products not only deliver superior performance, but also set new standards in artificial intelligence and connectivity.
...💡 Earnings season continues, AMD and Supermicro shares fall!🚀
AMD $AMD reported revenue in the $5.4 billion to $6 billion range , right in line with Wall Street estimates. Yet the stock is down more than 8 %.
Analysts point out that the growth outlook AI For AMD may not be as strong as expected. Bank of America lowered its target price from 195 USD to 185 USD, the bank also notes...
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Well, AI isn't pulling as much, it's having a weaker moment and the whole market including the indices are down. That's my stuff...
🚗📈 Mercedes-Benz and the important transition to electromobility! 🌱
Company results Mercedes-Benz for the first quarter 2024 reveals a decline in sales, but at the same time shows an increase in the share of electric vehicles.
Mercedes-Benz joins a group of European automotive giants that today reveal their financial results for the first quarter 2024.
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It's a quality company and the dividend is attractive. Thanks for the info😁
Onsemi beats estimates but lowers outlook! ⚙️
ON Semiconductor $ON is a global leader in semiconductor manufacturing, with an emphasis on power and sensor chips for the automotive, industrial and consumer markets. Their innovative technologies play a key role in megatrends such as vehicle electrification, sustainable energy and industrial automation.
The company had an amazing...
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For having lowered the outlook it still turned out very well. Not like Meta...
📊 Investment Calendar 📆
Earnings season is in full swing, and with it comes more exciting news. Here is a summary of the news I will be following.
Monday: I'll only be watching company results.
📈 Earnings: Before the markets open, I'll be watching Domino's Pizza $DPZ, SoFi Technologies $SOFI and ON Semiconductor $ON. After the close, just the results of Paramount $PARA and Logit...
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I had Pypl but once it got to a price of $68 at the end of March, I sold. It was enough to make me a small profit because I had held the position in the negative for almost a year and while I would have liked to wish them a prosperous future, I didn't want to lock in funds. There is a lot of competition and it's just not what it used to be, although the current CEO is good for me.
🌍 The Biden administration is protecting clean energy in the US!
John Podesta, Advisor White House on climate issues, stressed on Tuesday that USA will continue to protect its investments in clean energy, against building excess solar panel manufacturing capacity in China. 💪
According to Podesta it is important to ensure a level playing field around the world and protect...
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⚠️ Unexpected twists and turns in the markets! 🚨
This week we are witnessing an incredible spectacle!
Meta $META former Facebook announced results above analysts expectations but reported a worse outlook. The company's shares are reacting to this today by falling by more than 10 %. On the other hand, there is Tesla $TSLA, which took a beating in the results, but the share price...
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Still on the GDP, here's a comment that captures the dilemma the Fed has faced
"The Fed is now finding itself caught between a rock and a hard place. The growth numbers suggest monetary policy has worked its magic and the Fed's foot on the monetary brake can be eased somewhat. But the inflation figures suggest otherwise," said Stuart Cole, chief macro economist for Equiti Capital in London.
The Biden administration is trying to give the chip industry a boost, not only with grants to factories, but also by turning semiconductor research into an attractive and interesting field for Americans. The law The Chips and Science Act of the 2022 allocates $11 billionto USA maintain its leadership in research and development. The goal is to create new electronic components...
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🎧 Spotify is literally flying up today! 🎙️
Spotify Technology $SPOT is the world leader in streaming music and podcasts. Their innovative platform offers millions of users access to endless music tracks and podcast shows from around the world.
Spotifyshares are up more than 14 %after reporting fiscal first quarter results today, beating all expectations for earnings and...
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It's an interesting company, but it's probably too much speculation for me.
📉 Verizon shares fall after earnings announcement! 📉
Verizon Communications $VZ is an American telecommunications services provider headquartered in New York City. It focuses primarily on providing mobile, fixed and broadband services to both residential and business customers. Verizon is known for its cutting-edge infrastructure and technological innovations that put it at the...
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I also follow the company, it's great that they are trying to innovate and how technology is changing, but the question is, can they handle the change and the competition, the loss of customers is a pretty unpleasant thing.
You can see the drop there nicely, but as Christopher writes, those prices are still high.
📉 Netflix shares fall due to disappointing revenue forecast and cancellation of quarterly membership numbers! 🎬
Shares of Netflix $NFLX see a drop of more than 8 %, after the company released a second-quarter revenue estimate that missed expectations and announced the cancellation of quarterly subscriber count figures that Wall Street is watching closely.
...🚀 Marvell held an event last week that focused on the future of AI and data centers! 💡
It's fascinating what new opportunities are opening up in this area.
Marvell $MRVL has established itself as a key player in data infrastructure, with an emphasis on innovative technology and cutting-edge research. Their leadership in computer networking and data center hardware is backed by a...
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Even if I only consider cars in the future, they were the first to deploy Gigapress. It was the cheapening of production that allowed them the highest margins initially. Nowadays almost everyone has them, well apart from VW they are content to snore there for now. That's where China has caught up and with government support has created significant competition. Tesla, however, is pulling out another ace Unboxed approach. I.e., another significant reduction in production costs. And there's no talk of putting Optimus into production yet, but it's a perfectly logical next step. After that, that is, if it succeeds, Tesla will certainly maintain its lead over its Chinese competitors in car production.
Company great and if the price dropped I would think about buying.