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X @Investopedia
Investopedia· 2025-07-11 03:00
Nvidia CEO Jensen Huang’s net worth could soon overtake that of famed investor Warren Buffett after the AI chipmaker's stock gains made it the most valuable company in history. https://t.co/LAdlGpg5gM ...
X @Bloomberg
Bloomberg· 2025-07-08 12:45
EU-backed chipmaker SiPearl has raised €130 million from investors including Taiwan’s Cathay Venture, as Europe pushes for technological sovereignty https://t.co/yaLXhTsRMk ...
Bernstein's Stacy Rasgon talks Intel reportedly heading back to the foundry drawing board
CNBC Television· 2025-07-02 22:41
Meanwhile, Intel shares 4% lower after Reuters report that the chipmaker is considering a major change to its foundry business. CEO Lift Boutan reportedly exploring a shift away from the company's 18A manufacturing process due to fears that it cannot compete with Taiwan Semi's offering. Intel would instead focus on its 14A process, which it hopes will be more competitive in luring new customers.Stacey Rasen is managing director, senior semiconductor analyst at Bernstein. He's got a market perform rating and ...
X @Investopedia
Investopedia· 2025-06-26 07:00
Nvidia shares hit a record closing high on Wednesday, pushing the chipmaker back to the top spot on the list of the world's most valuable companies. Monitor these major chart levels. https://t.co/mdEdq556x3 ...
X @Investopedia
Investopedia· 2025-06-25 22:30
Nvidia shares climbed to an all-time high Wednesday, helping the chipmaker reclaim the title of most valuable company by market value. https://t.co/kMvYOraj6s ...
Anterix (ATEX) Reports Q4 Loss, Misses Revenue Estimates
ZACKS· 2025-06-24 23:01
Core Viewpoint - Anterix reported a quarterly loss of $0.36 per share, which was better than the Zacks Consensus Estimate of a loss of $0.43, indicating an earnings surprise of +16.28% [1] - The company has struggled with revenue performance, posting revenues of $1.39 million for the quarter, missing the consensus estimate by 11.81% [2] Financial Performance - The loss per share improved from $0.51 a year ago to $0.36 this quarter, showing a positive trend in earnings despite still being in the negative [1] - Anterix's revenues increased from $1.26 million year-over-year to $1.39 million, but the company has not met revenue estimates in the last four quarters [2] Market Performance - Anterix shares have declined approximately 7.6% since the beginning of the year, contrasting with the S&P 500's gain of 2.4% [3] - The company's current Zacks Rank is 3 (Hold), suggesting that shares are expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is -$0.48 on revenues of $1.57 million, and for the current fiscal year, it is -$0.16 on revenues of $6.6 million [7] - The outlook for the Communication - Infrastructure industry, where Anterix operates, is currently in the bottom 25% of Zacks industries, which may impact stock performance [8]
X @Investopedia
Investopedia· 2025-06-19 13:01
Shares of Marvell Technology popped Wednesday as analysts said the chipmaker’s Custom AI event underscored the company's growth potential. https://t.co/9WoiawOg84 ...
Globant (GLOB) Lags Q1 Earnings and Revenue Estimates
ZACKS· 2025-05-15 22:41
Company Performance - Globant reported quarterly earnings of $1.50 per share, missing the Zacks Consensus Estimate of $1.58 per share, and showing a decrease from $1.53 per share a year ago, resulting in an earnings surprise of -5.06% [1] - The company posted revenues of $611.09 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 1.83%, compared to $571.08 million in the same quarter last year [2] - Over the last four quarters, Globant has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Outlook - Globant shares have declined approximately 37.7% since the beginning of the year, contrasting with the S&P 500's gain of 0.2% [3] - The current consensus EPS estimate for the upcoming quarter is $1.66 on revenues of $639.83 million, and for the current fiscal year, it is $6.80 on revenues of $2.61 billion [7] - The estimate revisions trend for Globant is currently unfavorable, resulting in a Zacks Rank 5 (Strong Sell), indicating expected underperformance in the near future [6] Industry Context - The Internet - Software and Services industry, to which Globant belongs, is currently ranked in the bottom 18% of over 250 Zacks industries, suggesting a challenging environment [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment and stock performance [5]