$Amazon(AMZN.US$ $NVIDIA(NVDA.US$
👉 Key Highlights:
📍 Amazon developing AI chips to reduce reliance on Nvidia.
📍 New AI chips aim to offer up to 50% cost savings.
📍 AI chips, Trainium and Inferentia, are newer designs.
📍 Amazon's Graviton chip, non-AI, in its fourth generation.
📍 AWS sales surged 17% to $25 billion in Q1 2024.
📍 AWS controls a third of the cloud computing market.
📍 Microsoft and Alphabet ...
👉 Key Highlights:
📍 Amazon developing AI chips to reduce reliance on Nvidia.
📍 New AI chips aim to offer up to 50% cost savings.
📍 AI chips, Trainium and Inferentia, are newer designs.
📍 Amazon's Graviton chip, non-AI, in its fourth generation.
📍 AWS sales surged 17% to $25 billion in Q1 2024.
📍 AWS controls a third of the cloud computing market.
📍 Microsoft and Alphabet ...
![Amazon Developing AI Chips to Compete with Nvidia's, Offering Up to 50% Cost Savings](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240726/036716e4290c42779dd045aa2b9960b8.png/thumb?area=999&is_public=true)
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$IBM Corp(IBM.US$ Revenue $15.8B, EPS $1.96, up 14%. Software revenue grew 7%
👉 Business Highlights:
➡️ Accelerated revenue growth led by Software.
➡️ Book of business for generative AI surpassed $2 billion.
➡️ Raised full-year free cash flow expectation to over $12 billion.
➡️ IBM Z and Hybrid Infrastructure contributed significantly to growth.
➡️ Strong performance in Red Hat and Automation segments.
👉 Business Segments:
➡️ Software Revenue: $6.7B, up 7.1% (8.4% at co...
👉 Business Highlights:
➡️ Accelerated revenue growth led by Software.
➡️ Book of business for generative AI surpassed $2 billion.
➡️ Raised full-year free cash flow expectation to over $12 billion.
➡️ IBM Z and Hybrid Infrastructure contributed significantly to growth.
➡️ Strong performance in Red Hat and Automation segments.
👉 Business Segments:
➡️ Software Revenue: $6.7B, up 7.1% (8.4% at co...
![IBM's Q2 Earning Report](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240725/2bba950ba65f45b1b6f88f2eedb0054a.png/thumb?area=999&is_public=true)
![IBM's Q2 Earning Report](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240725/98c7156a1c49453785b2cef037bf4549.jpg/thumb?area=999&is_public=true)
![IBM's Q2 Earning Report](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240725/b146d6ed1b0b4e6a89fd4422e40a010b.jpg/thumb?area=999&is_public=true)
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$CrowdStrike(CRWD.US$
👉 Key Highlights:
📍 Fortune 500 companies to face $5.4 billion in losses from CrowdStrike outage.
📍 Outage caused by faulty update to CrowdStrike's security software.
📍 Disruption affected industries including airlines, banking, and healthcare.
📍 Insured losses estimated between $540 million to $1.08 billion.
📍 Major cyber insurer Beazley maintains guidance on combined ratio.
📍 Fitch Ratings sees minimal fin...
👉 Key Highlights:
📍 Fortune 500 companies to face $5.4 billion in losses from CrowdStrike outage.
📍 Outage caused by faulty update to CrowdStrike's security software.
📍 Disruption affected industries including airlines, banking, and healthcare.
📍 Insured losses estimated between $540 million to $1.08 billion.
📍 Major cyber insurer Beazley maintains guidance on combined ratio.
📍 Fitch Ratings sees minimal fin...
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$NVIDIA(NVDA.US$
👉 Key Highlights:
📍 Nvidia to launch new AI chip for Chinese market in 2024.
📍 New server designed to maximize chip performance.
📍 Strategy aims to comply with U.S. export restrictions.
📍 New chip derivative of Nvidia's Blackwell semiconductors.
📍 U.S. imposed stricter chip export controls to China in 2023.
📍 Nvidia's data center revenue from China dropped significantly.
📍 H20 chip sales in China expe...
👉 Key Highlights:
📍 Nvidia to launch new AI chip for Chinese market in 2024.
📍 New server designed to maximize chip performance.
📍 Strategy aims to comply with U.S. export restrictions.
📍 New chip derivative of Nvidia's Blackwell semiconductors.
📍 U.S. imposed stricter chip export controls to China in 2023.
📍 Nvidia's data center revenue from China dropped significantly.
📍 H20 chip sales in China expe...
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$AMC Entertainment(AMC.US$
👉 Key Highlights:
📍 Total revenues for Q2 2024: $1,030.6 million vs. $1,347.9 million in Q2 2023.
📍 Net loss for Q2 2024: $32.8 million vs. net earnings of $8.6 million in Q2 2023.
📍 Diluted loss per share: $(0.10) vs. earnings per share of $0.06 in Q2 2023.
📍 Adjusted EBITDA: $29.4 million vs. $182.5 million in Q2 2023.
📍 Cash and cash equivalents: $770.3 million as of June 30, 2024.
📍 Strikes in 2023 reduced ea...
👉 Key Highlights:
📍 Total revenues for Q2 2024: $1,030.6 million vs. $1,347.9 million in Q2 2023.
📍 Net loss for Q2 2024: $32.8 million vs. net earnings of $8.6 million in Q2 2023.
📍 Diluted loss per share: $(0.10) vs. earnings per share of $0.06 in Q2 2023.
📍 Adjusted EBITDA: $29.4 million vs. $182.5 million in Q2 2023.
📍 Cash and cash equivalents: $770.3 million as of June 30, 2024.
📍 Strikes in 2023 reduced ea...
![AMC Reports Preliminary Q2 2024 Results, Cites Impact of Strikes](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240724/b009f9ed4c7f4cd2b4ec1b7195c26640.jpg/thumb?area=999&is_public=true)
![AMC Reports Preliminary Q2 2024 Results, Cites Impact of Strikes](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240724/b418be4c4529434e9279b20f5e74f803.jpg/thumb?area=999&is_public=true)
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$Tesla(TSLA.US$ 👉 Revenue Growth and Financial Performance:
📍 Record quarterly revenues achieved, despite competition from discounted electric vehicles by other manufacturers.
📍 Energy storage deployments reached an all-time high in Q2, contributing to record profits for the energy business.
📍 Tesla returned to positive free cash flow of $1.3 billion in Q2.
📍 The company ended Q2 with over $30 billion in cash and investments.
📍 ...
📍 Record quarterly revenues achieved, despite competition from discounted electric vehicles by other manufacturers.
📍 Energy storage deployments reached an all-time high in Q2, contributing to record profits for the energy business.
📍 Tesla returned to positive free cash flow of $1.3 billion in Q2.
📍 The company ended Q2 with over $30 billion in cash and investments.
📍 ...
![Tesla, Inc.'s Q2 2024 Earnings Call Highlights & Earning Report](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240724/da66d4b46e9c4854b5c82f381f4333b6.png/thumb?area=999&is_public=true)
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$Alphabet-C(GOOG.US$ $Alphabet-A(GOOGL.US$
👉 Revenue Growth and Financial Performance:
📍 Consolidated revenues reached $84.7 billion, up 14% year-over-year.
📍 Google Services revenue was $73.9 billion, a 12% year-over-year increase.
📍 Google Cloud revenue crossed the $10 billion mark for the first time, with a 29% year-over-year increase.
📍 Google Cloud operating income was $1.2 billion, with an operating margin of 11%.
📍 Operating i...
👉 Revenue Growth and Financial Performance:
📍 Consolidated revenues reached $84.7 billion, up 14% year-over-year.
📍 Google Services revenue was $73.9 billion, a 12% year-over-year increase.
📍 Google Cloud revenue crossed the $10 billion mark for the first time, with a 29% year-over-year increase.
📍 Google Cloud operating income was $1.2 billion, with an operating margin of 11%.
📍 Operating i...
![Alphabet Inc.'s Q2 2024 Earnings Call Highlights & Earning Report](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240724/cf684768c97949eeaa24aad69d340696.png/thumb?area=999&is_public=true)
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$Alphabet-C(GOOG.US$ $Alphabet-A(GOOGL.US$
21.4x forward is the most expensive valuation into the print dating back to '21. Lots of earnings response volatility in this name, 7.5%+ moves each of the last 3 quarters. Underperforming of late, and not inflating at quite the rate of some mega cap peers... results tomorrow after the bell.
21.4x forward is the most expensive valuation into the print dating back to '21. Lots of earnings response volatility in this name, 7.5%+ moves each of the last 3 quarters. Underperforming of late, and not inflating at quite the rate of some mega cap peers... results tomorrow after the bell.
![Alphabet / Google $GOOGL Earnings Setup - Is $GOOGL Expensive Now?](https://ussnsimg.moomoo.com/sns_client_feed/70815640/20240723/0edec7402f2642df826c0e5d090509a0.png/thumb?area=100&is_public=true)
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$AMC Entertainment(AMC.US$
👉 Key Highlights:
📍 AMC announces refinancing transactions extending up to $2.45 billion of debt maturities.
📍 $1.2 billion of new secured term loans due 2029 issued.
📍 Potential extension of an additional $800 million of 2026 maturities to 2029.
📍 $500 million of subordinated notes due 2026 exchanged or repurchased.
📍 Opportunity to reduce debt by $464 million through note conversion.
📍 AMC issues $414 million o...
👉 Key Highlights:
📍 AMC announces refinancing transactions extending up to $2.45 billion of debt maturities.
📍 $1.2 billion of new secured term loans due 2029 issued.
📍 Potential extension of an additional $800 million of 2026 maturities to 2029.
📍 $500 million of subordinated notes due 2026 exchanged or repurchased.
📍 Opportunity to reduce debt by $464 million through note conversion.
📍 AMC issues $414 million o...
![AMC Extends $2.45 Billion of Debt Maturities to 2029 and Beyond](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240723/d01e74bf314d4391a422818ca8b5e506.png/thumb?area=999&is_public=true)
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$CrowdStrike(CRWD.US$
👉 Key Highlights:
📍 Short sellers earned $461 million on CrowdStrike’s 11% stock drop.
📍 Total short interest in the systems software sector rose by nearly $12 billion in 2024.
📍 CrowdStrike shares fell as much as 13% on Monday, extending losses.
📍 CrowdStrike saw the second-largest increase in short selling in the sector this year.
📍 Multiple analysts downgraded CrowdStrike’s ratings and cut price targets.
📍 Guggenheim d...
👉 Key Highlights:
📍 Short sellers earned $461 million on CrowdStrike’s 11% stock drop.
📍 Total short interest in the systems software sector rose by nearly $12 billion in 2024.
📍 CrowdStrike shares fell as much as 13% on Monday, extending losses.
📍 CrowdStrike saw the second-largest increase in short selling in the sector this year.
📍 Multiple analysts downgraded CrowdStrike’s ratings and cut price targets.
📍 Guggenheim d...
![Short Sellers Reap $461M on $CRWD CrowdStrike Outage](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240723/9341c94dfe5648fea77223d98e3fe319.jpg/thumb?area=999&is_public=true)
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