KhanhC.Hoang

KhanhC.Hoang

copy and paste from Morgan Stanley: IBM has been on a nearly unprecedented run in the last 3 months, outperforming the S&P 500 by 20 points since 2Q earnings. IBM is now trading at all-time valuation highs on an absolute and relative basis. This momentum has been driven by 3 prevailing bull theses: (1) excitement around growth accelerating in CY25 with...

KhanhC.Hoang

Copy & Paste from Morgan Stanley's note: Can MI350 be the Rome of AI? Yes, it's possible. The company's scramble to add AI engineers through two transactions is actually a good sign. While bears see it as an indication of a software ecosystem that is behind the competition, we thought that anyway, and the company making an aggressive push to turn that around...

KhanhC.Hoang

"We believe robotaxis could significantly expand Uber's mobility total address market, given the resulting increase in supply would drive lower-priced autonomous offerings over time that expand the use-cases for rideshare," the Jefferies note said Friday. "The long-term autonomous debate is far from resolved, but we don't think We, Robot showed us anything to...

KhanhC.Hoang

At Thursday night's "We, Robot" robotaxi event, Elon Musk showcased a $30,000 Cybercab he expects to start production before 2027. He also said he expects "fully autonomous unsupervised full-self driving in California and Texas next year. But he did not offer many specifics on the Cybercab or data pointing to rapid shift to self-driving. There were also little...

KhanhC.Hoang

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment...

KhanhC.Hoang

copy & paste from the most recent Morgan Stanley's notes: 3 Reasons Capturing Consumables/Everyday Essentials Is Important: 1) Consumables/Essentials Make Up $1.6trln of US Offline Spend…Set to Drive ~45% of Incremental E-commerce Growth: We estimate US offline spend on grocery, household products, and personal care is $1.6trln...or ~47% of the remaining ~$3trln...

KhanhC.Hoang

Areas of AI outside of HBM continue to be strong, but there are important caveats to consider. In contrast to HBM where bits and pricing are committed through next calendar year eSSD and 128GB RDIMMs are likley to see narrowing margins from here given higher levels of competition in the second half. For high capacity memory modules SK Hynix had a monopoly for most...

KhanhC.Hoang

FQ4 results were solid. Billings grew 27% YoY, above consensus, and FY25 outlook was largely in line. However, with guidance assuming steep 2H accel compounded by salesforce disruption and more competition, investors remain cautious. Stock likely settles around $170 range, or ~30X EV/FY26 FCF.

KhanhC.Hoang

Coinbase's competitors: 1. Robinhood (HOOD) 2. Cash App (SQ) 3. Venmo (PYPL) Barclays bank revised its stance on Coinbase on Friday, shifting its price target down to $169 from $206 but upgrading the company to “Equal Weight” from “Underweight.”.

KhanhC.Hoang

"EA is a video game stock with the potential for a bullish breakout from a big base going back to mid 2018. Holding above 144-143 would keep a 2022 into 2024 base breakout intact and favor upside beyond 150-153.50, which would confirm the bigger 6-year base pattern. This would favor upside to 177 (upside count for the 2022-2024 base pattern) and then higher with...

KhanhC.Hoang

06:40 AM EDT, 08/22/2024 (MT Newswires) -- Snowflake (SNOW) shares dropped early Thursday as the company issued a downbeat fiscal third-quarter product revenue outlook despite raising its full-year view for the key metric and beating Wall Street estimates for the second quarter. Product revenue, which comprises the majority of the company's overall revenue, is...

KhanhC.Hoang

TD also announced today that it has sold 40,500,000 shares of common stock of The Charles Schwab Corporation ("Schwab"). The share sale will reduce TD's ownership interest in Schwab from 12.3% to 10.1%. In connection with this sale, TD has agreed not to sell any additional Schwab shares for a period of 45 days, subject to certain exceptions. TD has no current...

KhanhC.Hoang

Tesla rival Dongfeng will use a robot created by Chinese firm Ubtech to assemble car parts and perform quality checks. Ubtech's "Walker S" robot rivals Optimus, which Elon Musk says could transform the global economy. In 2022, the Chinese manufacturer BYD sold more than 1.85 million plug-in electric cars, more than tripling its 2021 result of 593,745. ...

KhanhC.Hoang Updated 

Betting that NYSE:BMY will consolidate after crossing $46 **Bristol Myers Squibb (BMS)** has been busy advancing their pipeline, and they've got some intriguing developments. Imagine a bunch of scientists in lab coats doing a happy dance—I'm pretty sure that's happening at BMS right now. Here's the scoop: 1. **Doubling Down on Registrational Assets**: BMS...

KhanhC.Hoang

analyst Hamza Fodderwala believes that CRWD will be able to “limit long-term reputational damage from the outage given the company’s swift response (>97% of impacted Windows sensors back online as of 7/25) and partner checks indicating limited churn risk so far.” However, the analyst removed CRWD from its “Top Pick” list due to the stock’s decline of more than 30%...

KhanhC.Hoang

Certainly! **Pfizer** has been actively advancing its gene therapy pipeline, particularly in the field of hemophilia. Here are some key developments: 1. **Giroctocogene fitelparvovec**: - Pfizer announced positive topline results from the **Phase 3 AFFINE study** evaluating giroctocogene fitelparvovec. This investigational gene therapy targets **hemophilia A**...

KhanhC.Hoang

Google has also introduced **Axion**, a powerful custom chip designed for data centers. Here are the key details: 1. **Purpose**: Axion is Google's **first custom Arm-based CPU** specifically designed for data centers. 2. **Performance**: It delivers **industry-leading performance and energy efficiency**. 3. **Use Cases**: Axion can handle various tasks,...

KhanhC.Hoang

Diageo plc is a British multinational alcoholic beverage company, with its headquarters in London, England. It operates from 132 sites around the world. It is a major distributor of Scotch whisky and other spirits. Distilleries owned by Diageo produce 40% of all Scotch whisky with over 24 brands, such as Johnnie Walker, J&B and Old Parr. Its leading brands...