亚马逊与Anthropic投资合作相关 - 亚马逊周五宣布再向AI初创公司Anthropic投资40亿美元使总投资达80亿美元 [1][2] - 作为回报Anthropic将使用AWS作为主要云与训练伙伴并助力亚马逊设计芯片及构建AI模型开发平台 [3] - 此次投资是亚马逊对英伟达的正面冲击英伟达股票周五下跌超3% [3] Anthropic对亚马逊芯片使用态度相关 - Anthropic首席执行官此前表示使用英伟达也使用谷歌和亚马逊的定制芯片不同芯片有不同权衡 [5] - 有报道称Anthropic更倾向于使用英伟达GPU而非亚马逊AI芯片此次投资谈判重点是让Anthropic更多使用亚马逊产品 [6] - 获得40亿美元后Anthropic与亚马逊在Neuron软件上合作可能表明其更致力于使用和改进亚马逊芯片 [7][9] 亚马逊AI芯片相关 - 亚马逊2020年推出Trainium和Inferentia芯片目的是减少对英伟达依赖并降低人工智能时代云计算成本 [12] - 亚马逊CEO称客户在实施规模扩大时会发现AI成本高所以投资定制芯片且下一代Trainium 2芯片正在增加产量 [13][16] - 像许多竞争对手一样亚马逊发现打破行业对英伟达的偏好很难有分析师称未发现有公司大规模使用亚马逊芯片 [14]

With years of investing experience in the financial markets, I have honed my skills in identifying and capitalizing on investment opportunities across diverse sectors. My investment approach is based on fundamental analysis of stocks, focusing on companies with a strong competitive moat, consistent growth in free cash flow, and a track record of robust financial performance.My investment philosophy is rooted in long-term, fundamental investing. I steer clear of short-term trading tactics and options, believ ...

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KEY TAKEAWAYSModerna shares surged further Friday, a day after a senior executive made bullish comments at a healthcare conference about the vaccine maker's pipeline and cash position.Moderna expects to become self-funding by 2028, head of investor relations Lavina Talukdar said at the Jefferies London Healthcare Conference.Moderna stock is down almost 60% this year, however, and—like other vaccine makers—was hit recently by President-elect Donald Trump's nomination of vaccine sceptic Robert F. Kennedy Jr. ...

This article is published by Terry Chrisomalis, who runs the Biotech Analysis Central pharmaceutical service on Seeking Alpha Marketplace. If you like what you read here and would like to subscribe to, I'm currently offering a two-week free trial period for subscribers to take advantage of. My service offers a deep-dive analysis of many pharmaceutical companies. The Biotech Analysis Central SA marketplace is $49 per month, but for those who sign up for the yearly plan will be able to take advantage of a 33. ...

NetApp, Inc. NTAP reported better-than-expected second-quarter results on Thursday.NetApp reported quarterly earnings of $1.87 per share, which beat the analyst consensus estimate of $1.78. Quarterly revenue came in at $1.65 billion, which beat the analyst consensus estimate of $1.64 billion and is an increase over revenue of $1.56 billion from the same period last year."Our strong Q2 performance was driven by another record-breaking quarter in all-flash storage and strong performance in first party and mar ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

DA Davidson analyst Michael Baker reiterated the Buy rating on BJ’s Wholesale Club Holdings, Inc. BJ, raising the price forecast to $110 from $95.Yesterday, the company reported third-quarter adjusted earnings per share of $1.18, beating the street view of 91 cents. Quarterly revenues of $5.10 billion were in line with the analyst consensus.BJ’s Wholesale Club expects fourth-quarter adjusted EPS to be between $0.78 and $0.88. For FY2024, adjusted EPS is forecasted at $3.90 – $4.00, up from previous guidance ...

Earlier this month, San Francisco-based ride-hailing company Lyft (LYFT) reported strong third-quarter 2024 results. Since the announcement on Nov. 6 before the opening bell, shares of the company have rallied 13.1% to $16.29, reflecting investor optimism about its improved outlook for 2024.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Does the improving ride-sharing market and LYFT’s operational effectiveness present a buying opportunity? Or should investors wait for a better ent ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks w ...