公司业绩 - 公司第三季度营收为244亿美元，同比增长10%，但略低于分析师预期的246.7亿美元 [1][2] - 每股收益从2.06美元增长到2.15美元 [3] - 基础设施解决方案集团（ISG）收入达到创纪录的114亿美元，同比增长34% [3] - 服务器和网络收入同比增长58%，达到74亿美元 [3] - 客户端解决方案集团（CSG）收入同比下降1%，为121亿美元 [6] - 商业客户端收入增长3%，但消费者端收入下降18% [6] AI业务 - 公司AI服务器订单需求在第三季度达到36亿美元，订单管道增长超过50% [4] - 公司表示AI是一个强劲的机会，没有放缓的迹象 [4] - 公司已与Nvidia合作，为Elon Musk的xAI建立AI工厂 [7] - 公司在第三季度出货了29亿美元的AI服务器，并表示客户已预订了36亿美元的AI服务器 [7] 市场反应 - 公司第四季度营收预期在240亿至250亿美元之间，低于分析师预期的255亿美元，导致股价在盘前交易中下跌12% [1][5] - 公司股价在2024年上涨了86%，因为公司定位为AI开发者的领先工具和服务器提供商 [7]

MALVERN, Pa., Nov. 27, 2024 (GLOBE NEWSWIRE) -- Ocugen, Inc. (Ocugen or the Company) (NASDAQ: OCGN), a biotechnology company focused on discovering, developing, and commercializing novel gene and cell therapies, biologics, and vaccines, today announced that Dr. Shankar Musunuri, Chairman, CEO, and Co-Founder of Ocugen will present at NobleCon20 – Noble Capital Markets’ 20th Annual Emerging Growth Equity Conference at Florida Atlantic University, Executive Education Complex, in Boca Raton, FL—taking place De ...

Chevron U.S.A. Inc., a subsidiary of Chevron Corporation (CVX) , and California Bioenergy LLC (CalBio) recently announced the completion of their central processing facility in Merced County, CA for the dairy biomethane project. The project will mark a significant milestone for the joint investment called CalBioGas Hilmar LLC by converting dairy manure into renewable natural gas (RNG).How Will CVX and CalBio Process the RNG Production?RNG production begins by capturing methane from dairy farms using CalBio’ ...

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 ...

Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: We focus on GARP/Value stocks—high-quality, reasonably priced businesses with strong moats and significant growth potential. We prioritize fundamentals and ...

Beating the market is my one and only objective. If I can't make a case for a stock to beat the S&P's historical return of 7-8% per year, I won't buy it. And wouldn't recommend you do either.I'm primarily a GARP investor with a strong focus on fundamentals. I cater to consumer discretionary stocks because these are within my circle of competence. I cover the occasional tech stock if I understand the business and/or am a paying customer.I love researching companies, analyzing financial statements, listening ...

Semler Scientific, Inc. NASDAQ: SMLR has been one of November’s hottest stocks, soaring over 130% as investors rally behind its newfound embrace of Bitcoin. The healthcare and medical devices company recently made waves by significantly expanding its Bitcoin holdings and introducing "Bitcoin Yield" as a key performance indicator (KPI).  With Bitcoin hovering near the psychological $100,000 level, SMLR has become a speculative favorite, joining the ranks of crypto-related stocks like MicroStrategy NASDAQ: MS ...

CHONGQING, CHINA - OCTOBER 30: In this photo illustration - The Booking.com app page is displayed on ... [+] a smartphone in front of the Booking Holdings logo on October 30, 2024 in Chongqing, China. (Photo by Cheng Xin/Getty Images)Getty ImagesAfter a 45% growth year-to-date, at the current price of around $5109 per share, we believe Booking Holdings (NASDAQ: BKNG), the world’s largest online travel agency that offers services from lodging to airline tickets to car rentals - looks appropriately priced. BK ...

It has almost been two years since I published my last article about Bath & Body Works (NYSE: BBWI ) (or “L Brands” as the company was previously known before spinning off Victoria’s Secret in 2021). In the article, I wroteMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (fr ...

The domestic box office is poised for its biggest Thanksgiving haul since the pandemic thanks to a Polynesian princess, a pair of witches and a revenge-fueled gladiator.Disney's "Moana 2" is set to hit theaters Wednesday and generate between $120 million and $150 million in box office receipts in the U.S. and Canada through Sunday. It'll be joined by Universal's "Wicked" and Paramount's "Gladiator II," both in their second week of domestic screenings.Box office analysts believe the five-day Thanksgiving wee ...