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Arista beats on earnings, but its stock pulls back
Market Watch· 2024-02-12 22:35
公司业绩 - 公司第四季度净利润为6.136亿美元,每股收益1.92美元,同比增长43.6% [1] - 调整后每股收益为2.08美元,同比增长47.5%,高于市场预期的2.08美元 [1] - 公司第四季度营收为15.4亿美元,同比增长2%,略高于市场预期的15.3亿美元 [2] 财务指引 - 公司预计本季度营收在15.2亿至15.6亿美元之间,略高于市场预期的15.3亿美元 [1] - 公司预计本季度毛利率为62%,略低于市场预期的63% [1] 股价表现 - 公司股价在盘后交易中下跌约6% [1] - 公司股价在过去三个月上涨36%,过去12个月上涨111% [1] 行业动态 - 公司首席执行官表示对2025年实现至少7.5亿美元AI网络营收目标持谨慎乐观态度 [2] - 竞争对手思科系统将于周三下午公布季度业绩 [2]
Marqeta's stock is now a buy as it sits in an ‘enviable' spot, BofA says
Market Watch· 2024-02-12 21:44
Marqeta合作与产品 - Marqeta与多家大客户续签合同,预计未来两年收入增长15%至20%[2] - Marqeta与Block合作推出Cash Card借记卡,帮助公司发行独特需求的卡片[3] - Marqeta最近宣布推出Sunwest Visionary Card,展示了其在商业卡市场的合作能力[5] Marqeta股价与分析 - Marqeta Inc.股价在华尔街找到新支持者,股价上涨5.7%[1] - Chan认为Marqeta在信用卡领域有发展机会,分析师对2025年和2026年的潜力估值不足[4] - Chan认为Marqeta股价的近期下跌被夸大,给出了7美元的目标价,比周一收盘价高出15%[6]
Tripadvisor shares jump after it forms new committee to weigh ‘a potential transaction'
Market Watch· 2024-02-12 21:38
文章核心观点 旅游服务平台Tripadvisor成立特别委员会考虑潜在交易提案 盘后股价上涨 [1] 分组1:股价表现 - Tripadvisor盘后股价上涨10.9% [1] 分组2:特别委员会情况 - 特别委员会职责是评估潜在交易提案及替代方案 [1] - 特别委员会由独立董事组成 聘请Centerview Partners为财务顾问 [1] 分组3:潜在提案来源 - 潜在提案可能源于Liberty TripAdvisor Holdings披露评估涉及自身和Tripadvisor的潜在替代方案的意图 [1] 分组4:交易不确定性 - 公司称不能保证会有交易 委员会未就潜在交易做任何决定 [2] - 公司表示股东目前无需采取任何行动 [2]
Jeff Bezos just sold $2 billion in Amazon stock. That doesn't mean you should sell too.
Market Watch· 2024-02-12 20:43
Amazon.com Inc. founder Jeff Bezos unloaded $2 billion worth of the e-commerce giant’s stock last week, but that’s not a signal that investors should join him in selling. Bezos, currently the company’s executive chair, dumped nearly 12 million Amazon shares AMZN, -1.11% at an average price just north of $170 in a series of transactions made Wednesday and Thursday. The sales, which were disclosed in a Friday filing with the Securities and Exchange Commission, were his first since he unloaded 60 million share ...
The AI machines are not coming for your job
Market Watch· 2024-02-12 20:39
“A digitally empowered workforce — with AI at its center — is the future of most, if not all, industries. ”Change is difficult. We live in an age that is changing faster than ever before in human history, and the release of ChatGPT last year showed us that we have not seen anything yet. We’d best buckle up.When I talk to business leaders, they see generative AI as presenting a fundamental opportunity for their organizations, but also for individuals and for the broader economy. Our recent AlixPartners Disru ...
Beamr's collaboration with Nvidia helps fuel stock's nearly 8-fold rally
Market Watch· 2024-02-12 20:36
Beamr Imaging Ltd.股价表现 - Beamr Imaging Ltd.的股价在宣布与芯片巨头Nvidia Corp.有关联后大幅上涨[1] - Beamr Imaging Ltd.的股价一度飙升了1,556%,交易量激增至141.1万股[2] - Beamr Imaging Ltd.的股价在美国主要交易所中涨幅最大,成交量最活跃[3] Beamr Imaging Ltd.与Nvidia合作 - Beamr Imaging Ltd.将在Denver举办的ACM Mile-High-Video 2024会议上展示与Nvidia合作的研究成果[4]
AMC shares up more than 5%, set for longest winning streak since December
Market Watch· 2024-02-12 19:55
Shares of AMC Entertainment Holdings Inc. are up 5.9% Monday, putting the stock on pace to extend its winning streak to three days, its longest since a four-day streak that ended on Dec. 28, 2023. The stock is currently up four of the last five days, and short interest as a percentage of AMC’s AMC, +4.17% public float of shares is 10.9%. Related: AMC’s stock rallies more than 10% for biggest gain since August The movie-theater chain and original meme stock has hit a series of record lows recently but ral ...
Nvidia is now worth more than Amazon as its stock continues red-hot surge
Market Watch· 2024-02-12 18:01
Nvidia公司市值 - Nvidia公司市值即将超过亚马逊,排名第四[1] - Nvidia市值达到1.82万亿美元,超过亚马逊[3] Nvidia股价 - Nvidia股价上涨,超过亚马逊[2] Nvidia在人工智能市场 - Nvidia在人工智能硬件市场占据主导地位[4]
Rivian can't avoid the ‘EV winter,' Barclays warns in downgrade of its stock
Market Watch· 2024-02-12 15:03
Rivian公司分析 - 巴克莱分析师丹·莱维认为,Rivian拥有领先的技术,但这可能不足以帮助其应对市场挑战[1] - 莱维之前认为Rivian的产品和技术出色,意味着公司有三个需求支柱,分别是EDV商用货车、R1T皮卡和R1S运动型多用途车。然而,他认为R1S的需求会持续,但现在情况已经发生变化[2] - 莱维认为“电动汽车寒冬似乎已经对Rivian造成了影响”,即使Rivian服务的市场比竞争对手更为利基化,拥有一群忠实的粉丝,也无法摆脱这些更广泛的压力[3] - 莱维指出,Rivian股票的评级从超配降级为持平,目标股价从25美元降至16美元[6]
Alphabet, Amazon likely to follow Meta by introducing first-ever dividends in 2024
Market Watch· 2024-02-12 14:38
There is good news for income-oriented investors — or anybody who owns any of the so-called Magnificent Seven tech stocks that have powered much of the S&P 500’s gains over the past year. Meta Platforms Inc. META, +0.89% likely won’t be the only megacap company to introduce a first-ever dividend in 2024, according to a team of analysts at Goldman Sachs Group GS, +0.96%. Fellow Magnificent Seven members Alphabet Inc. GOOGL, -0.29% and Amazon.com Inc. AMZN, -0.05% are well positioned to introduce dividends of ...