Tevogen Bio begins pre-clinical effort for TVGN 920, signaling the start of its oncology treatment pipeline.Tevogen Bio created a data set containing known proteins in the HPV genome to identify targets, accelerating the pre-clinical process.5.5 million women per year have HPV 16/18; of these 200,000 women per year are diagnosed with high grade dysplasia. WARREN, N.J., Nov. 05, 2024 (GLOBE NEWSWIRE) -- Tevogen Bio (“Tevogen” or “Tevogen Bio Holdings Inc.”) (Nasdaq: TVGN), a clinical-stage specialty immunoth ...

Microsoft's high-margin cloud business continues to shine.Microsoft (MSFT -0.47%) fell 6.1% on Thursday, its worst session since Oct. 26, 2022, when the tech giant slipped 7.7%. Even after gaining 1% on Friday, Microsoft is up less than 8% year to date (YTD), heavily underperforming the S&P 500's 20.1% YTD gain.Here's why Microsoft's stellar results weren't enough to impress investors but why the growth stock could still be worth buying. A blowout quarterCompared to same period last fiscal year, Microsoft g ...

文章核心观点 - 微软联合创始人比尔·盖茨通过其基金会信托基金持有23只股票 [2] - 盖茨最近减持了价值约2亿美元的生态实验室(Ecolab)股票 [2][4] - 尽管如此,盖茨仍持有3038万股Ecolab股票,是该公司的大股东 [5] 关于Ecolab - Ecolab第三季度收益略超预期,但收入略低于预期 [4] - Ecolab全年每股收益指引上调 [4] - 分析师对Ecolab整体持乐观态度,给予"买入"评级,平均目标价278.68美元 [7][8][9] - 目前看来,盖茨减持Ecolab股票可能只是获利了结,而非对公司前景的担忧 [6]

Recent comments made by two of Nvidia's biggest customers could be viewed as yellow flags.In the late 19th century, coal miners began bringing canaries when they descended into the mines. If the canary became distressed or died, it was an early warning sign that dangerous levels of carbon monoxide were present. Investors today don't have anything as simple to use in detecting problems for companies as canaries in the coal mine. However, paying close attention to comments made in the quarterly earnings calls ...

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Sam Altman-led OpenAI is in early talks with the California attorney general’s office to change its corporate structure in a bid to become a for-profit business, Bloomberg News reported on Monday, citing two people familiar with the matter.OpenAI and a representative for the California Attorney General did not immediately respond to Reuters’ requests for comment.A shift to being a for-profit company would mark a drastic reversal in governance structure for the AI pioneer, which was founded in 2015 as a non- ...

Investors were disappointed with Microsoft's Azure forecast, but the reaction looks overdone.Microsoft's (MSFT 0.99%) cloud computing platform Azure continued to be the growth driver for the stock when the software giant reported its fiscal Q1 earnings. However, the company's guidance for Azure, while strong, left investors wanting more.The decline in its share price following the report's release on Wednesday leaves Microsoft stock up only around 10% on the year. Let's take a closer look at the company's r ...

投资评级和核心观点 - 公司收入增速稳中有升,资本支出扩张节奏稳健,AI算力市场仍将保持供需偏紧节奏,Azure、Copilot等业务的持续渗透将带来新增量 [15] - 鉴于公司的云业务收入指引不及市场预期,调整公司FY2025E-FY2027E的营业收入为2787/3156/3558亿美元,调整GAAP净利润为1034/1135/1254亿美元 [15] - 给予FY2025 Forward PE 35倍,对应目标价484美元,维持"增持"评级 [15] 业绩总览 - FY25Q1营收656亿美元,同比增长16.0%,略高于预期 [3] - FY25Q1营业利润306亿美元,GAAP净利润247亿美元,同比增长11% [3] - 资本支出持续扩张,FY25Q1为200亿美元,同比增长78.6% [11] 分业务表现 - 生产力和商业流程收入283亿美元,同比增长12% [12] - 智能云营收241亿美元,同比增长20%,主要由Azure驱动 [12][13] - 更多个人计算收入132亿美元,同比增长17%,主要由游戏业务带动 [12][14] - Azure增长中有12个百分点来自AI服务,Copilot更新带动使用率持续上行 [3]

I'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst at a multi-strategy hedge fund. In my opinion, HODL can't generate significant alpha or maintain a high Sharpe ratio over the long run. Seeking Alpha requires active management and minimizing opportunity costs. Investors should understand seeking a high positive ...

Microsoft's growth doesn't depend on a single product, service, or industry trend.It was a little over six years ago that Apple became the world's first trillion-dollar company. Now, there are several others with market caps over $1 trillion and a handful of companies valued at over $3 trillion.The stock market can do just about anything in the short term, so it's impossible to know how a company will do in 2025. But Microsoft (MSFT 0.99%) has what it takes to chart a path toward steady growth, which can't ...