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$Alphabet-C(GOOG.US$ $Alphabet-A(GOOGL.US$After the US market close on April 25, Google released its Q1 2024 earnings report. For the first quarter, total revenue reached $80.54 billion, up 15% year-over-year, surpassing market expectations of $79.04 billion. Net profit surged by 57% to $23.66 billion, also exceeding forecasts of $18.95 billion.
The post-market rally of ne...
$Alphabet-C(GOOG.US$ $Alphabet-A(GOOGL.US$After the US market close on April 25, Google released its Q1 2024 earnings report. For the first quarter, total revenue reached $80.54 billion, up 15% year-over-year, surpassing market expectations of $79.04 billion. Net profit surged by 57% to $23.66 billion, also exceeding forecasts of $18.95 billion.
The post-market rally of ne...
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Tesla's Q1 earnings were undeniably weak, but the stock soared over 12% after-hours. Why? $Tesla(TSLA.US$
1. The affordable Model 2 is not only still on the table but might also arrive sooner.
Investors were more concerned about whether the budget-friendly Model 2 was still in production than the actual earnings data.
On April 5th, there was media speculation that Tesla had scrapped the development of the Model 2 in favor of focus...
Tesla's Q1 earnings were undeniably weak, but the stock soared over 12% after-hours. Why? $Tesla(TSLA.US$
1. The affordable Model 2 is not only still on the table but might also arrive sooner.
Investors were more concerned about whether the budget-friendly Model 2 was still in production than the actual earnings data.
On April 5th, there was media speculation that Tesla had scrapped the development of the Model 2 in favor of focus...
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$Tesla(TSLA.US$is set to release its first-quarter financial report for 2024 after the U.S. stock market closes on April 23rd (this Tuesday). The year 2024 has started off poorly for Tesla, with its share price plummeting by 43% due to lower-than-expected Q4 results and a significant shortfall in Q1 deliveries. Tesla's stock performance has been notably below market trends, and the downward trend continues.
Chart: Tesl...
Chart: Tesl...
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Carter West
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Netflix's financials were looking good, but their stock price took a hit after hours. The Q1 2024 earnings report they released showed that their core metrics like net subscriber additions, revenue, and operating income exceeded expectations, thanks to a strong line-up of original content. Despite this, the stock price fell by over 4% post-market, which in...
Netflix's financials were looking good, but their stock price took a hit after hours. The Q1 2024 earnings report they released showed that their core metrics like net subscriber additions, revenue, and operating income exceeded expectations, thanks to a strong line-up of original content. Despite this, the stock price fell by over 4% post-market, which in...
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$BHP Group Ltd(BHP.US$ $BHP Group Ltd(BHP.AU$ $Rio Tinto(RIO.US$ $Rio Tinto Ltd(RIO.AU$
BHP, the Australian mining giant, recently released its latest operating results for the nine months ending on March 31st, 2024. Investors are excited about BHP due to the hot commodity market, and its third quarter performance was closely watched. The new quarterly report was pretty much what the market expected and BHP's stock price on the US...
BHP, the Australian mining giant, recently released its latest operating results for the nine months ending on March 31st, 2024. Investors are excited about BHP due to the hot commodity market, and its third quarter performance was closely watched. The new quarterly report was pretty much what the market expected and BHP's stock price on the US...
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Copper prices soared to a 22-month high
After the global copper mine supply was impacted at the end of last year, as global manufacturing demand showed signs of recovery, copper mine supply reduction combined with stronger-than-expected demand, and copper prices rose strongly.Recently, the price of copper has been rising steadily and has attracted market attention. The LME copperfuturesprice has reached its highest level in 22 months.
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After the global copper mine supply was impacted at the end of last year, as global manufacturing demand showed signs of recovery, copper mine supply reduction combined with stronger-than-expected demand, and copper prices rose strongly.Recently, the price of copper has been rising steadily and has attracted market attention. The LME copperfuturesprice has reached its highest level in 22 months.
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Carter West
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ColumnsMajor Players in HBM Market: A Comprehensive Assessment of SK Hynix, Samsung Electronics, and Micron
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The main players in the HBM market, including SK Hynix, Samsung, and Micron, will benefit from the strong growth and tight supply-demand relationship in the HBM market, as this has led to sustained significant pricing premiums for HBM and may increase the overall DRAM profit margin for each company.
Compared to its peers, SK Hynix has better ...
The main players in the HBM market, including SK Hynix, Samsung, and Micron, will benefit from the strong growth and tight supply-demand relationship in the HBM market, as this has led to sustained significant pricing premiums for HBM and may increase the overall DRAM profit margin for each company.
Compared to its peers, SK Hynix has better ...
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Carter West
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Memory chipmaker Micron has finally hopped aboard the AI bandwagon, with its stock surging 14% following an impressive earnings report, hitting an all-time high. The company reported revenue of $5.82 billion, up 23% quarter-over-quarter and a whopping 57.7% year-over-year, surpassing expectations of $5.35 billion. Earnings per share came in at 42 cents, defying forecasts of a 25 cent loss, showcasing a strong perfo...
Memory chipmaker Micron has finally hopped aboard the AI bandwagon, with its stock surging 14% following an impressive earnings report, hitting an all-time high. The company reported revenue of $5.82 billion, up 23% quarter-over-quarter and a whopping 57.7% year-over-year, surpassing expectations of $5.35 billion. Earnings per share came in at 42 cents, defying forecasts of a 25 cent loss, showcasing a strong perfo...
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NVIDIA's product roadmap will bring stronger pricing power and TAM. NVIDIA needs to complete the transition from the old generation AI GPU (such as H100) to the upcoming B100 in 2024, which is expected to happen in the third or fourth quarter of 2024. The GB200 AI platform will combine Grace Hopper CPU and B200 AI GPU, and is expected to be launched in 2024, with DNU lifting starting in 2025.
$NVIDIA(NVDA.US$ $Advanced Micro Devices(AMD.US$ $Taiwan Semiconductor(TSM.US$ $Arm Holdings(ARM.US$
$NVIDIA(NVDA.US$ $Advanced Micro Devices(AMD.US$ $Taiwan Semiconductor(TSM.US$ $Arm Holdings(ARM.US$
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Amidst the fast-paced evolution of global AI technologies permeating an array of sectors, NVIDIA has authored a new chapter in commercial history through its exceptional innovative prowess and market dominance within the realm of AI chips. In the fourth quarter of Fiscal Year 2024, NVIDIA impressively presented yet another remarkable financial report that has profoundly impacted the industry.
The quarterly financial rep...
The quarterly financial rep...
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