$Amazon(AMZN.US$ $NVIDIA(NVDA.US$
👉 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)
3
$CrowdStrike(CRWD.US$
👉 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...
2
$NVIDIA(NVDA.US$
👉 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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1
$AMC Entertainment(AMC.US$
👉 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)
2
$Tesla(TSLA.US$ 👉 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)
10
$AMC Entertainment(AMC.US$
👉 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)
4
$CrowdStrike(CRWD.US$
👉 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 $CRWD CrowdStrike Outage](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240723/9341c94dfe5648fea77223d98e3fe319.jpg/thumb?area=999&is_public=true)
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$Alphabet-C(GOOG.US$ $Alphabet-A(GOOGL.US$
👉 Key Highlights:
📍 Wiz walks away from $23 billion acquisition deal with Google.
📍 Decision driven by antitrust and investor concerns.
📍 Wiz plans to pursue an initial public offering (IPO).
📍 Deal would have nearly doubled Wiz's $12 billion valuation.
📍 Wiz achieved $350 million in annual recurring revenue in 2023.
📍 Company aims for $1 billion in annual recurring revenue before IPO.
📍 Backed by Cyb...
👉 Key Highlights:
📍 Wiz walks away from $23 billion acquisition deal with Google.
📍 Decision driven by antitrust and investor concerns.
📍 Wiz plans to pursue an initial public offering (IPO).
📍 Deal would have nearly doubled Wiz's $12 billion valuation.
📍 Wiz achieved $350 million in annual recurring revenue in 2023.
📍 Company aims for $1 billion in annual recurring revenue before IPO.
📍 Backed by Cyb...