The F135 Engine Core Upgrade funding is a positive development for Pratt & Whitney and RTX, enabling them to deliver advanced propulsion capabilities to keep the US and its allies at the forefront of fighter engine technology.
Sharing purely based on my personal perspective and analysis, focusing on companies I believe aren't the best choices for my investment portfolio this year. It’s not about these companies being inherently risky or bad investments for everyone; rather, they don't align with my investment strategy, expectations, or criteria for potential growth in 2024 compared to its competitors. -$特斯拉(TSLA.US)$ -$雅诗兰黛(EL.US)$ -$美国超微公司(AMD.US)$ -$惠普(HPQ.US)$ ...
MrM :
The stocks you bullish on pretty expensive now. Estee and Alibaba seems like a good buy this year, good margin of safety with limited downside. Tesla and AMD I would give it a miss unless it reaches good bargain level.
NVIDIA CEO Jen-Hsun Huang said the company's next-generation artificial intelligence graphics processor, called Blackwell, will sell for between $30,000 and $40,000 per unit. Holding up a Blackwell chip, Jen-Hsun Huang said, "We had to invent some new technology to make this happen." He estimated that NVIDIA spent about $10 billion on R&D costs. The price suggests that the chip, which is likely to be i...
As you start reading the news, you will notice that some media channels and news outlets are saying the latest CPI data is quite in line with expectations or it isn’t so bad. Thus, the market rallied. This simply shows that news are hindsight stuff. Whichever way the market goes, various news outlets will have a way to tag a reason to it, or spin it in such a way that it fits their narrative. Trade the price action if you’re a short term trader. Ignore the short term noise and news if you’...
OceansWave :
Well tbh.. these are all what these Analyst wants… being able to control or rather influence the market as they themselves also have vested interest as well..
HPE's investor relations head Jeff Kvaal expressed satisfaction with the company's AI server business, noting that the order pipeline is larger than the reported backlog and continues to grow. The long-term view for the company is very positive.
Analysts are less optimistic about HP after recent earnings report, with lowered revenue predictions and a slight downgrade in earnings per share. Despite these, analysts believe HP's intrinsic value isn't significantly affected. However, HP's expected slower revenue growth compared to the industry raises concerns.
HP's subscription service could mitigate recent challenges as consumers and businesses limit major purchases. The company views declining revenue as market stabilization, predicting PC market growth in 2024.
Analysts predict AI-enabled PCs and return-to-office trends could boost HP's sales. Despite Q1 softness, HP's FY24 guidance reiteration and impressive Print side margins are encouraging. Strong FY24 free cash flow could uplift buybacks. If the PC market recovers and HP maintains cost discipline, a stock re-rating could occur.
Morning Movers Gapping up $Okta(OKTA.US)$'s stock surged more than 25% following a stronger-than-expected quarter and a positive outlook for the current period. Bank of America double-upgraded the stock to a buy. $C3.ai(AI.US)$The artificial intelligence software stock popped more than 15% on robust earnings. C3.ai posted a narrower-than-expected adjusted loss per share of 13 cents. Revenue also topped expectations. $多邻国(DUOL.US)$'s stock ...
惠普股票讨论区
5 films I’m passing on this year
- $特斯拉(TSLA.US)$
- $雅诗兰黛(EL.US)$
- $美国超微公司(AMD.US)$
- $惠普(HPQ.US)$
...
NVIDIA CEO Jen-Hsun Huang unveils next-generation AI chip Blackwell priced at $30,000-$40,000
Holding up a Blackwell chip, Jen-Hsun Huang said, "We had to invent some new technology to make this happen." He estimated that NVIDIA spent about $10 billion on R&D costs.
The price suggests that the chip, which is likely to be i...
News
This simply shows that news are hindsight stuff. Whichever way the market goes, various news outlets will have a way to tag a reason to it, or spin it in such a way that it fits their narrative.
Trade the price action if you’re a short term trader. Ignore the short term noise and news if you’...
专栏Today's Morning Movers and Top Ratings: CRM, SNOW, AMC, AI and More
Gapping up
$Okta(OKTA.US)$ 's stock surged more than 25% following a stronger-than-expected quarter and a positive outlook for the current period. Bank of America double-upgraded the stock to a buy.
$C3.ai(AI.US)$ The artificial intelligence software stock popped more than 15% on robust earnings. C3.ai posted a narrower-than-expected adjusted loss per share of 13 cents. Revenue also topped expectations.
$多邻国(DUOL.US)$ 's stock ...
专栏Morning News Call | US Core PCE Inflation Figures to Challenge Fed's Approach on Future Rate Cuts
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