Group 1 - Carvana's stock price has been stagnant for the past six weeks, lacking catalysts to break through the $400 mark, but its fundamentals remain strong with robust market share growth [1][2] - Recent pressures on Carvana's stock include partnerships like Amazon and Hertz, widespread use of AI models, an ongoing SEC investigation, and the bankruptcy of Tricolor [1] - Macro factors such as labor market changes and consumer confidence have had a slight negative impact on Carvana's fundamentals [1] Group 2 - Morgan Stanley analyst Rajat Gupta has raised Carvana's EBITDA expectations for Q3 from $635 million to $645 million, Q4 from $520 million to $535 million, and FY2026 from $2.975 billion to $3.05 billion [1] - Gupta has slightly increased Carvana's target stock price to $425, which is 12% higher than the closing price on Wednesday [1] - Gupta's report highlights that Carvana's significant business restructuring in 2023 has transformed it into a more profitable and agile company, with continued market share gains and superior unit economics compared to peers [2]

以下文章来源于硅兔君 ，作者Amelie 硅兔君 . 50万创投人关注的硅谷科技风向标 退场大戏上演。 作者 | Amelie 来源 | 硅兔君 （ID：gh_1faae33d0655） 2024倒下的那些科技巨人 新年伊始，这个冬季的裁员潮还在继续。 根据独立裁员追踪机构Layoffs.f y i 的数据，继前两年大幅裁员后，2024年美国457家科技 公司裁员超过13万。特斯拉、亚马逊、谷歌、TikTok、Snap和微软等公司在 2024 年头几 个月进行了大规模裁员；规模较小的初创公司也经历了相当数量的裁员，有些甚至完全关闭了 业务。 同时，2024年美国申请破产的各大小公司接近700家，创近十四年内破产数量新高。 "失败乃成功之母"这句话，我们也许从小到大听过无数遍，但直面真正失败的时候，有多少人 能从中看到通往成功的那些隐喻？尤其是对于任何想要进入商业世界的人来说，了解创业失败 背后的数字和原因甚至比摸索赚钱商机更为重要。虽然有数据显示，90% 的初创公司都失败 了，但这并不意味着你将成为该统计数据的一部分。 2024年，北美的科技创业舞台上，一场接连不断的退场大戏正在上演，科技创业生态系统再 次经 ...