$AMZN – AMAZON PREPARES TO RELEASE LONG-AWAITED ALEXA AI REVAMP – SOURCES
Tag: Stock Market
📰 HOUSE DEMOCRAT INTRODUCES ‘ELON MUSK ACT’ United States Democratic Representative from Wisconsin Mark Pocan announced on Wednesday his plans to introduce the Eliminate Looting of Our Nation by Mitigating Unethical State Kleptocracy (ELON MUSK) Act, which would ban “special government employees” from having federal contracts. “No government employee, ‘Special’ or not, should have any financial interest in who the government does business with. Elon Musk is the poster child for this type of abuse. After more than $20 billion in federal contracts, there’s no way Musk can be objective in what he’s doing. Protecting the taxpayers has to be our number one priority,” Pocan said.
HOUSE DEMOCRAT INTRODUCES ‘ELON MUSK ACT’ United States Democratic Representative from Wisconsin Mark Pocan announced on…
📰 $SMCI – SUPERMICRO RAMPS FULL PRODUCTION OF NVIDIA BLACKWELL RACK-SCALE SOLUTIONS WITH NVIDIA HGX B200
$SMCI – SUPERMICRO RAMPS FULL PRODUCTION OF NVIDIA BLACKWELL RACK-SCALE SOLUTIONS WITH NVIDIA HGX B200
📰 US DEC TRADE DEFICIT $98.43B; CONSENSUS DEFICIT $96.8B
US DEC TRADE DEFICIT $98.43B; CONSENSUS DEFICIT $96.8B
📰 $TSLA – TESLA NEW REGISTRATIONS IN GERMANY FELL 59.5% IN JANUARY: KBA
$TSLA – TESLA NEW REGISTRATIONS IN GERMANY FELL 59.5% IN JANUARY: KBA
📰 $Uber Q4 Results Summary: 🔸 Gross Bookings: $44.20B, +18% y/y. 🔸 Mobility: $22.80B, +18% (est. $22.52B). 🔸 Delivery: $20.13B, +18% (est. $19.7B). 🔸 Freight: $1.27B, -0.5% (est. $1.31B). 🔸 Revenue: $11.96B, +20% (est. $11.77B). 🔸 Adj. EBITDA: $1.84B, +44% (est. $1.85B). 🔸 EPS: $3.21 (vs. $0.66 y/y). 🔸 Trips: 3.07B, +18% (est. 3.02B). 🔸 Net Income: $6.88B (vs. $1.43B y/y). 🔸 Monthly Active Users: 171M, +14% (est. 168.35M). 🔸 Stock-Based Compensation: $419M, -11% (est. $463.5M). Q1 Guidance: 🔸 Gross Bookings: $42B – $43.5B. 🔸 Adj. EBITDA: $1.79B – $1.89B (est. $1.84B).
$Uber Q4 Results Summary: 🔸 Gross Bookings: $44.20B, +18% y/y. 🔸 Mobility: $22.80B, +18% (est. $22.52B).…
📰 BITCOIN COULD RISE TO $500,000 IN THE LONG TERM Bitcoin could rise to $500,000 in the long term if investor access improves and volatility eases, Standard Chartered’s Geoff Kendrick says in a note. Investor access to bitcoin jumped last month after the U.S. approved the introduction of an exchange traded fund that tracks the cryptocurrency’s price, he says. “Further improvements to investor access have begun under the Trump administration.” Bitcoin volatility could fall gradually once the ETF market matures and as the financial-market infrastructure supporting the bitcoin market improves. Standard Chartered expects bitcoin to rise to $200,000 by end-2025, to $300,000 by end-2026, $400,000 by end-2027 and $500,000 by end-2028. It last trades up 1.6% at $98,241, according to LSEG
BITCOIN COULD RISE TO $500,000 IN THE LONG TERM Bitcoin could rise to $500,000 in the…
📰 $DIS RESULTS: Q1 🔸 ADJ EPS $1.76 vs. $1.22 y/y, EST $1.42 🔸 Revenue $24.69B, +4.8% y/y, EST $24.57B 🔸 Entertainment revenue $10.87B, +8.9% y/y, EST $11B 🔸 Sports revenue $4.85B, +0.3% y/y, EST $4.7B 🔸 Experiences revenue $9.42B, +3.1% y/y, EST $9.3B 🔸 Eliminations revenue -$447M, -12% y/y, EST -$391.5M 🔸 Total segment operating income $5.06B, +31% y/y, EST $4.28B 🔸 Entertainment operating income $1.70B, +95% y/y, EST $1.45B 🔸 Sports operating income $247M vs. loss $103M y/y 🔸 Experiences operating income $3.11B, +0.2% y/y, EST $2.99B 🔸 Total Disney+ subscribers 124.6M vs 125.3M q/q 🔸 Domestic Disney+ subscribers 56.8M, EST 55.67M 🔸 International Disney+ subscribers 67.8M, EST 63.77M 🔸 Total Hulu subscribers 53.6M, EST 52.34M 🔸 Hulu SVOD Only Subscribers 49M, EST 47.26M 🔸 Hulu Live TV + SVOD subscribers 4.6M, EST 4.63M 🔸 Hulu SVOD only ARPU $12.52, EST $12.84 🔸 Hulu Live TV + SVOD ARPU $99.22, EST $97.98 YEAR FORECAST 🔸 Still sees high-single digit adjusted EPS growth y/y, estimate +8.1% 🔸 Still sees cash flow from operations about $15B, estimate $15.09B 🔸 Sees entertainment operating income growth double-digit percentage, estimate +15.7% 🔸 Sees entertainment direct-to-consumer operating income of about $875M 🔸 Sees sports operating income growth +13%, estimate +11.8% 🔸 Sees experiences operating income growth +6% to +8%, estimate +6.1% 🔸 Sees Disney Cruise line pre-opening expense of about $200M 🔸 Sees equity loss of about $300M due to purchase accounting of Star India deconsolidation
$DIS RESULTS: Q1 🔸 ADJ EPS $1.76 vs. $1.22 y/y, EST $1.42 🔸 Revenue $24.69B, +4.8%…
📰 $AMD – EU Starts Reviewing AMD’s $5 Billion ZT Systems Server Builder Deal EU Sets March 12 Deadline to End First Probe of Deal EU: AMD, ZT Systems Notify Merger Plans for EU Review
$AMD – EU Starts Reviewing AMD’s $5 Billion ZT Systems Server Builder Deal EU Sets March…