@PenelopeHood:Just heard $Palo Alto Networks(PANW)$ 's CEO say they have around a 3.5% market share in the security market. Wow, 3!Said they only improved from 1.5% in 2018. This is despite being the largest player w/ over $5B Rev!Tells you everything you need to know about cybersecurity.Excluded here are obviously - hyperscalers like Microsoft which generate over $20B in revenues or adjacent companies like IBM or Cisco. Just examining standalone security companies.
@CaesarHicks:Lesson. You can see the Clean & Simple buy spot. Ran up. Added to it. Started to stall up higher. Several sells into strength. Last sale today losing neckline. Chart to study. Great gains. Same thing works when I am day trading a stock. Works on all the time frames! As you know.$Netflix(NFLX)$
@AndreaClarissa:$Starbucks(SBUX)$ now views the back half of 2023 as the time for a full recovery in China; where they have built ~2,000 stores since the pandemic without meaningful gains in revenue. This surely has to be a pretty tightly wound spring. Recovery might be explosive.There is indeed a long runway in China for this market. It is also important to put the number of store openings in context with the competitive landscape in this space: Luckin Coffee$Luckin Coffee Inc.(LKNCY)$ has added circa 600 net new stores each quarter so far in 2022.
@Mrzorro:Meta Could Have More Layoffs Coming. The Tech Purge Isn't Over Technology companies have announced tens of thousands of job cuts this year. Judging by Meta's latest performance reviews, the wave of layoffs might not be over yet. Meta handed out thousands of subpar ratings to employees and cut a key bonus metric in a recent round of performance reviews, The Wall Street Journal reported, citing people familiar with the matter. Employees might take the hint to move on or $Meta Platforms, Inc.(META)$could implement another round of cuts, according to the WSJ. Last year Meta said it would lay off about 11,000 employees or 13% of its workforce. CEO Mark Zuckerberg followed that up by saying earlier this month that the company would remove some lay
@Mrzorro:Shopify Stock Falls 5% as Forecast Disappoints Amid Escalating Amazon Rivalry, Price Increases E-commerce company has increased its prices as Amazon's Buy with Prime service rolls out to more merchants, and executives provided only a first-quarter revenue forecast that came up short Shopify Inc. produced a better holiday quarter than expected according to a Wednesday earnings report, but a forecast for slowing revenue growth hit the stock in late trading. $Shopify(SHOP)$ sells e-commerce tools to merchants, a business that escalated quickly during the pandemic, as traditional bricks-and-mortar businesses jumped online to reach customers who could not visit their stores. Sales growth slowed last year, though, an
@pixiezz:The rate was around 4.25% last year, putting downward pressure on tech stocks like C3. Lower long term interest rates are very good for C3 and it looks like the stock will be up again tomorrow.Additionally, UBS analyst Lloyd Walmsley is out with a report saying that the market for generative artificial intelligence applications could be as large as a trillion dollars. Obviously this kind of potential is also causing investors to take a close look at C3.$C3.ai, Inc.(AI)$
@bubblyx:SoundHound pre-announces strong preliminary 2022 results with revenue of approximately $31 million, at the high-end of its prior guidance, and gross margins in excess of 70%1. The Company expects revenue growth in 2023 to accelerate to approximately 50% year-over-year due to its strong customer base, well over $300 million bookings foundation, and increasing demand for its voice AI-enabled customer service products.$SoundHound AI Inc(SOUN)$
@zuzu99:$Genetic(GENE)$ There are a few headlines to consider in the stock market today. First, Genetic Technologies announced an upcoming launch of a risk test for breast and ovarian cancers. The new test platform addresses women over 30 years of age in the general population at higher risk of developing breast and/or ovarian cancer, not just from rare genetic mutations. It will be launched to its Business to Business and Consumer Initiated Testing channels in the US, with the test being showcased at the BRCA 2023 Symposium in May.In tandem with the news, GENE stock also announced a new round of funding via a $5 million registered direct offering. Of course, shares pulled back from the premarket highs following its risk test news.But remain higher
@LeonaClemens:$INTC $Intel(INTC)$ is way too hard! How can anyone say with any confidence whether in 15 years $NVDA $NVIDIA Corp(NVDA)$ &$AMD $Advanced Micro Devices(AMD)$ will have put Intel out of business or if $INTC $Intel(INTC)$ can catch back up? I don’t get how so many people can even have an opinion. It went in my too hard pile instantly!
@CaesarHicks:$INTC $Intel(INTC)$ had its dividend safety rating lowered from 70(safe) to 60(borderline) at SSD. Intel just announced a new upcoming dividend payment, so a cut in the immediate few weeks/months would be highly unlikely. But it's not out of the question down the road, given their difficulties