Microsoft Earnings | AI-Driven Momentum Sparks Investor Optimism
In the US market after-hours yesterday, $Microsoft(MSFT)$ released its third-quarter report for fiscal year 2024, corresponding to the performance as of March 31, which far exceeded market expectations, sending its share price up 4.3%.Specifically, Microsoft revenue was $61.86 billion in the third quarter, up 17% year-on-year, exceeding analyst expectations of $60.9 billion, and even beating the management's guidance ceiling of $61 billion.Breaking it down by business segments:Intelligent Cloud revenue was $26.7 billion, up 21% year-on-year, exceeding the upper limit of 26.3 billion guidance given by management; Productivity and Business Processes revenue was $19.57 billion, up 11.7% year-over-year and approaching the upper end of management's gui
Just now, $Taiwan Semiconductor Manufacturing(TSM)$ , the king of chip foundry, released its first-quarter earnings report, and it blew past everyone's expectations.Look at those numbers: 1.Revenue$18.87 billion with increasing 12.9% year-on-year. That reversed the slide we'd seen for the past four quarters and went above the management's guidance range of $18-18.8 billion, even topped analysts' consensus estimate of $17.95 billion!Given that TSMC had already teased us with their first-quarter sales figures, the strong revenue was kind of expected.2.Profitability and GuidanceIn addition to revenue, TSMC's profitability and second-quarter guidance also exceeded expectations. Their first-quarter gross margin came in at 53.1%, beating analysts' estima
As the lithography giant, $ASML Holding NV(ASML)$ fully benefits from AI. After all, $NVIDIA Corp(NVDA)$ 's GPU needs to use EUV lithography machines.That's why its stock price has skyrocketed, up over 29% this year, significantly outperforming the index.However, the latest quarterly report just hit, and it's not what we expected. New lithography machine orders for the quarter came in at €3.6 billion, falling short of analysts' predictions of €4.6 billion. And new EUV orders? Just €656 million, a far cry from the €5.6 billion in the previous quarter.Yikes! ASML's stock price plunged in Amsterdam.As a result, with the stock at record highs and these disappointing results, is the AI bull stock ASML heading
Nvidia stock: buy-the-dip opportunity or catch flying knife?
图片 $NVIDIA Corp(NVDA)$ have risen from less than $500 at the start of the year to a 52-week high of $974, and are up more than 200% over the past 12 months, but the stock recently fell back nearly 11% into correction territory.Nvidia is now seeing a pullback. Is this a buy-the-dip opportunity or catching a falling knife?Fundamentally, Nvidia's sales and earnings growth are on fire. But for a growth stock that's tripled in a year, the valuation premium is no joke, and the risk is rising.Buy-the-dip opportunity?Well, Nvidia's stock has been on a tear, but bulls will argue that the company's revenue and profits are growing even faster. Nvidia's fourth-quarter revenue jumped 265% year-over-year, and earnings per share soared 765%! The main driver? The
DUK, NEE & XEL Win in AI-Driven Surge in Power Demand
图片America's largest utility companies are predicting that the demand for electricity from data centers and new technologies like generative AI will skyrocket in the coming years. As a result, American utility companies and regulatory agencies have significantly increased their projections for peak electricity demand over the next decade. It seems that the ultimate destination for AI is electricity, and American utility stocks are poised to reap the benefits of this trend.Renewable energy giant $NextEra(NEE)$ told investors last month that US electricity demand will grow exponentially, driven primarily by demand from data centers. However, a report released earlier this year by Grid Strategies warned that America's power grid isn't ready for such a
AI Models like Chatgpt requires 10X More Power than Google Search Data Center power consumption is the 'Pick and Shovel' of AI trend. What are the compelling companies in this trend? 1. $Vertiv Holdings LLC(VRT)$ 2. $NextEra(NEE)$ 3. $Eaton Corp PLC(ETN)$ Image
$Alphabet(GOOGL)$ just launched Gemini 1.5 Pro, and it's mind-blowing. It leaves ChatGPT in the dust.Here are 10 powerful AI features you can't miss:ImageGlobal Availability: Gemini 1.5 Pro is now available in 180+ countries/regions, with a public preview launched via the Gemini API.Large-Scale Token Handling: The model can handle up to 1 million tokens to comprehend vast amounts of information from text, images, and videos.Large PDF Analysis: Effortlessly analyze, categorize, and summarize extensive content. Example: Analyzing the 402-page text transcript of the Apollo 11 moon landing mission.Questioning from YouTube Videos: Gemini 1.5 Pro can ask questions from YouTube videos.Multi-Modal Prompts: Successfully responds to prompts like, "What mom
In 2024, $Taiwan Semiconductor Manufacturing(TSM)$ is back on top! Its stock price surged 40.6%, reaching an all-time high!Behind this celebration is TSMC's sweet ride on the AI wave. After all, both $NVIDIA Corp(NVDA)$ 's H100 GPU and $Advanced Micro Devices(AMD)$ 's MI 300 GPU are produced by TSMC. Driven by AI demand, TSMC's sales rebounded in the first quarter.According to monthly sales data released on April 10th, TSMC's sales for the first quarter hit NT$592.6 billion, about $18.5 billion, a year-on-year increase of 10.6%. This reversed the trend of four consecutive quarters of decline.Next Thursday (April 18th), TSMC will officially release its first-quarter
Nvidia's Milestones with Healthcare Giants JNJ and GEHC!
For years, $NVIDIA Corp(NVDA)$ made most of its money in the gaming market, but more of its recent growth has been more fueled by GPU deployments in data centers. Now, this chipmaker has set its sights on the healthcare market.Is that enough of a reason for investors to jump on this stock?Last year, healthcare spending in the US hit an estimated whopping $4.7 trillion, accounting for about 18% of the country's GDP. And Nvidia has actually dipped its toes into this market before, like with the Clara AI platform for medical imaging in 2018.But in recent weeks, Nvidia's been making some big moves. Like on March 18th, they rolled out 25 new "microservice" suites for healthcare institutions, which lets customers integrate generative AI into their exist