文章核心观点 - 台积电计划于明年初在亚利桑那州开始生产BLACKWELL人工智能芯片 [1][2] 公司动态 - 台积电与NVIDIA正在就亚利桑那州工厂生产BLACKWELL芯片进行会谈 [1] - Blackwell芯片未来将给NVIDIA带来"数十亿美元"的收入 [2] 行业影响 - 机构看好BLACKWELL芯片细分领域将收获70亿元增量空间 [2] - 相关产品主要客户包括安费诺，另一家产品主要应用于数据中心内部互联 [2]

Cracker Barrel Old Country Store, Inc. (CBRL) posted first-quarter fiscal 2025 results, with earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased from the prior-year quarter's figure. Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar. Earnings & Revenues of CBRL In first-quarter fiscal 2025, the company reported adjusted earnings per share (EPS) of 45 cents, which beat the Zacks Consensus Estimate of 40 cents. In the prior-year quarter, it rep ...

核心观点 - 亚马逊(Amazon)股价在11月上涨了11.5%，主要得益于其第三季度财报的强劲表现以及11月的一系列产品和服务公告 [1] 财务表现 - 第三季度，亚马逊营收增长11%至1589亿美元，每股收益为1.43美元，均超出分析师预期 [2] - 管理层预计第四季度营收将增长7%至11%，运营收入将增长36%，显示出全年利润率的持续改善 [2] 云服务业务 - 亚马逊云服务(AWS)在第三季度表现突出，营收年化运行率已达1020亿美元，同比增长率从12%加速至19%，同时运营利润率从30.3%扩大至38.1% [3] - AWS的增长加速和利润率提升表明企业正在AWS上恢复创新，可能也表明亚马逊正在获得高利润率的生成式AI工作负载 [4] 合作伙伴关系 - 亚马逊投资了生成式AI初创公司Anthropic，Anthropic在11月宣布与AI软件公司Palantir合作，将Claude模型提供给美国国防机构，这似乎验证了Anthropic的能力 [6] - AWS宣布与IBM达成一项为期五年、价值4.75亿美元的协议，为IBM提供Nvidia芯片用于人工智能训练，这可能为AWS进入大型传统企业工作负载提供机会 [7] 电子商务业务 - 亚马逊推出了名为"Haul"的新商店，销售价格低于20美元的特价商品，类似于近年来在美国受欢迎的中国电商Shein和Temu [8] - 这一举措被投资者看好，因为它表明亚马逊正直接应对低价竞争 [9] 市场反应 - 亚马逊在过去几年中在"Magnificent Seven"股票中表现相对滞后，但11月的公告似乎在人工智能和中国电商竞争方面给投资者带来了信心 [10]

Microsoft Corporation MSFT shares closed higher on Wednesday. Microsoft announced Tuesday that its board of directors declared a quarterly dividend of 83 cents per share, which is payable March 13, 2025, to shareholders of record on Feb. 20, 2025. With the recent buzz around Microsoft, some investors may be eyeing potential gains from the company's dividends, too. As of now, Microsoft offers an annual dividend yield of 0.76%. That's a quarterly dividend amount of 83 cents per share ($3.32 a year). So, how c ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup New ...

Baidu (BIDU) , China's leading AI company, finds itself in increasingly troubled waters as its shares have plunged 28.9% year to date, underperforming the Zacks Computer and Technology sector's growth of 30.6%. This has raised significant concerns about the company's growth trajectory and market positioning. BIDU's latest financial results for third-quarter 2024 paint a concerning picture, with total revenues declining 3% year over year to RMB 33.6 billion ($4.78 billion), signaling persistent weakness acro ...

Dow Inc. (DOW) recently announced that JLR has made a significant technical advance in the closed-loop recycling of polyurethane seat foam from used vehicles, successfully reintegrating it into the production of new seats. This is the first time closed-loop seat foam content has been effectively employed in car production, owing to a collaboration between Dow's MobilityScience material technologies and Adient, a global leader in automotive seating. JLR, a luxury vehicle maker, is putting the material throug ...

Methode (MEI) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of a loss of $0.17 per share. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 182.35%. A quarter ago, it was expected that this maker of electrical components for the auto and computer industries would post a loss of $0.28 per share when it actually produced a loss of $0.31, delivering a s ...

Salesforce could be one of the biggest winners in artificial intelligence in years to come. In this video, I will cover Salesforce's (CRM 10.99%) third-quarter earnings and explain why this stock could continue to rise. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Dec. 4, 2024. The video was published on Dec. 4, 2024. ...

ENGLEWOOD, Colo., Dec. 5, 2024 /PRNewswire/ -- Zynex, Inc. (NASDAQ: ZYXI) ("Zynex", "ZMS", "we" or the "Company"), an innovative medical technology company specializing in the manufacture and sale of noninvasive medical devices for pain management, rehabilitation, and patient monitoring, today announced that it has completed its clinical verification trial for their NiCO™ pulse oximeter overseen by anesthesiologist Dr. David MacLeod at Duke University. Trial completion is a key milestone required by the FDA ...