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Market Opens Cautiously After Strong GDP Report; AI Sector Remains a Driving Force
Stock Market News· 2025-12-23 15:07
U.S. stock markets opened with a cautious tone this Tuesday, December 23rd, 2025, as investors digested a surprisingly strong third-quarter GDP report and looked ahead to further economic data in a holiday-shortened trading week. While Monday saw broad gains across major indexes, today's opening session reflected a more subdued sentiment, with the Dow Jones Industrial Average (DJIA) showing a slight dip, while the S&P 500 (SPX) and Nasdaq Composite (IXIC) edged fractionally higher.Major Index Performance at ...
Earnings update: Zoom, Virgin Galactic, Nvidia, Warner Bros Discovery and more
Yahoo Finance· 2025-12-11 10:00
分组1 - Colette Kress, CFO of Nvidia, indicated that geopolitical issues and competition in China are impacting the company's data center revenue outlook, with no revenue from China assumed in Q4 [1][6] - Nvidia's inventory increased by 32% and supply commitments rose by 63% sequentially, positioning for demand outside of China [1] - The U.S. government will receive a 25% revenue cut from Nvidia's H200 AI chip sales to approved customers in China, as announced by President Trump [5] 分组2 - Michelle Chang of Zoom emphasized a shift towards an AI-first strategy, focusing on enhancing workplace collaboration and developing new AI products [2] - Zoom's free cash flow margin reached 50%, aided by one-time improvements, but sustained progress is uncertain [3] - Enterprise net dollar expansion remains at 98%, with a goal to exceed 100% in the future [3] 分组3 - Virgin Galactic reported only $400,000 in revenue but is transitioning to a scalable operating model, with operating expenses down to $67 million [7][8] - The company aims for approximately $450 million in annual revenue and $100 million in adjusted EBITDA from two ships flying 125 missions a year [8] - Engineering milestones, such as a new oxidizer tank, are expected to enhance operational efficiency and reduce downtime [8] 分组4 - Bark's CFO highlighted a shift towards higher-value customers and improved retention, with marketing costs decreasing due to lower acquisition costs [9][10] - The company plans to increase margins through sourcing changes and a price increase in 2026 [10] 分组5 - Warner Bros. Discovery's CFO noted a strategic shift away from costly NBA rights to a standalone sports streaming app, expecting significant financial benefits [11][12] - HBO Max is projected to generate over $1.3 billion in EBITDA this year, with a target of 150 million streaming subscribers by 2026 [12] 分组6 - Texas Roadhouse is preparing for approximately 7% commodity inflation in 2026, with labor inflation expected to be around 3% to 4% [13][14] - The company plans to invest approximately $400 million in capital expenditures in 2026, focusing on new units and franchise acquisitions [14][15] 分组7 - DoorDash's CFO indicated that 2026 will be a year of heavy reinvestment while still achieving modest margin expansion [16][17] - The acquisition of Deliveroo is performing well, contributing approximately $200 million to EBITDA, with growth exceeding expectations [18] 分组8 - Vertex Pharmaceuticals is prioritizing capital investment in innovation and expansion, particularly in its kidney portfolio [19][20] - The company is focused on building a durable pain franchise while managing operating expenses and external uncertainties [20]
Fed cuts rates by 25 basis points at December meeting: Biggest takeaways from FOMC, Powell comments
Youtube· 2025-12-10 22:02
Hello and welcome to Yahoo Finance's special breaking news coverage of the December Fed decision. I'm Josh Lipton here with my colleague that would be Julie Hyman. We are just moments away from that Fed decision markets. Let's take a look at the popular average here. The Dow's up about 145 points. S&P 500 your broad gauge is basically flat right now. Tech heheavy NASDAQ is down about 4/10en of a percent. But this is it Julie the final monetary policy decision of the year. The economist Stephven Stanley, we ...
As Trump Greenlights AI Chip Sales to China, Should You Buy Nvidia Stock?
Yahoo Finance· 2025-12-10 18:37
President Donald Trump recently announced he will allow Nvidia (NVDA) to export its advanced H200 AI chips to China. The recent development indicates a shift in U.S. technology policy, as the move will give Chinese companies access to computing power that was previously blocked. Nvidia can now ship the H200 to approved customers in China, provided the U.S. government receives a 25% cut of sales, up from the 15% rate negotiated last summer. www.barchart.com The policy reversal has sparked debate among ana ...
Explainer: How Chinese entities are already using Nvidia's powerful H200 AI chips
Reuters· 2025-12-10 11:15
U.S. President Donald Trump's move to allow exports to China of Nvidia's second-best artificial intelligence chip, the H200, will spur strong demand from the country's tech giants, research institutes... ...