ColumnsTech Giant in One Chart: Who Are the Suppliers of TSMC?
$Taiwan Semiconductor(TSM.US$ stands as a titan in the semiconductor industry, renowned for its advanced chip fabrication capabilities. As TSMC announces substantial capital expenditures to expand and upgrade its manufacturing facilities, the ripple effect is set to benefit a wide array of suppliers in the semiconductor ecosystem. Its suppliers can be categorized into several key areas:
Equipment Suppliers:
$ASML Holding(ASML.US$: A leadin...
Equipment Suppliers:
$ASML Holding(ASML.US$: A leadin...
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ColumnsHere's the Breakdown for February CPI, in One Chart
The consumer price index in the United States rose by 3.2% year-over-year to 310.326 points in February 2024, following a 3.1% increase in January and slightly exceeding the market consensus of a 3.1% advance.
Food costs were up 2.2% compared with one year ago, down from 2.6% YoY compared to last month.
Energy costs decreased by 1.9% YoY. Energy costs decreased by 4.6% YoY in January. Energy prices increased by 2.2% on a MoM base.
Used cars and ...
Food costs were up 2.2% compared with one year ago, down from 2.6% YoY compared to last month.
Energy costs decreased by 1.9% YoY. Energy costs decreased by 4.6% YoY in January. Energy prices increased by 2.2% on a MoM base.
Used cars and ...
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ColumnsTech Giant In One Chart: The Higher NVIDIA Stock Price Goes, The Cheaper It Gets
Common logic might suggest that as the stock price climbs, so would the P/E ratio, making the stock more expensive. But NVIDIA's earnings have been growing at a rapid pace, outpacing the stock price increase. Nvidia's Q4 earnings soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B (up +265% y/y) and $5.16 (up +486% y/y), respectively. As a result, the P/E ratio actually...
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ColumnsShopify Earnings Preview: Company Expected to Report Solid Results off Holiday Strength
Shopify is scheduled to report results for the fourth quarter on February 13th before the market opens. Investors are keeping a close eye on the fourth-quarter results as the e-commerce platform stock recently crossed $80 per share to set a new post-pandemic peak. The company is expected to report a 19.7% revenue growth year-over-year. Here are key points to watch before the earnings release:
Holiday Shopping ...
Holiday Shopping ...
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ColumnsUpcoming Events - February Financial Event Calendar
As January witnessed the U.S. stock market reaching unprecedented heights, all eyes are on the tech sector to see if the upward momentum can be sustained. The earnings season continues in full swing, with a cluster of reports from tech giants poised to be unveiled in early February. Investors are bracing for the financial disclosures from $Apple(AAPL.US$, $Amazon(AMZN.US$, and $Meta Platforms(META.US$, which may set the tone for tech stocks a...
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ColumnsNovo Nordisk Earnings Preview: Q4 Growth Driven by Weight Loss Drug Expansion and Innovative Therapies
$Novo-Nordisk A/S(NVO.US$ has garnered significant investor attention in 2023 due to its advanced weight-loss and diabetes treatment drugs. The company is set to release its Q4 earnings report for 2024 on January 31st.
S&P Global projections suggest a significant surge in Q4 2024 revenue, climbing to DKK 61.3 billion, marking a YoY growth of 27%. In tandem, EPS is anticipated to experience a ma...
S&P Global projections suggest a significant surge in Q4 2024 revenue, climbing to DKK 61.3 billion, marking a YoY growth of 27%. In tandem, EPS is anticipated to experience a ma...
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ColumnsGDP in One Chart: U.S. Economy Beats Expectations Again
The US economy expanded an annualized 3.3% in the last three months of 2023, much better than market forecasts of a 2% rise, and following a 4.9% rate in Q3, according to the advance estimate.
The sharp increase came due to contributions from consumer spending, increased inventories, exports, and government spending.
Personal consumption expenditures rose by 2.8% for the quarter. Consumer spending on goods and services saw a rise of 3.8% an...
The sharp increase came due to contributions from consumer spending, increased inventories, exports, and government spending.
Personal consumption expenditures rose by 2.8% for the quarter. Consumer spending on goods and services saw a rise of 3.8% an...
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ColumnsTesla Underperforms in Q4: Wall Street Analysts Turn Bearish on the EV Giant
Tesla reported its latest earnings on Wednesday, marking the first annual profit contraction since 2017, with the fourth quarter witnessing a pronounced slump in profitability. The EV giant's revenue and EPS both missed analysts' consensus estimates. Additionally, the automaker abstained from providing delivery guidance for the current fiscal year. These contributed to a roughly 6% decline in its stock price during after...
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ColumnsNvidia Supply Chain in One Chart: Who Are the Suppliers of the AI Giant?
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest independent semiconductor foundry, has released a financial report that indicates substantial revenue growth, a surge driven by the robust performance of chips designed by $NVIDIA(NVDA.US$ . This positive trend is extending beyond TSMC, trickling down to benefit the entire supply chain associated with Nvidia's chip production.
The ripple effect of Nvidia...
The ripple effect of Nvidia...
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