ข่าวสารตลาด & มุมมองเชิงลึก
ก้าวนำตลาดด้วยมุมมองเชิงลึกจากผู้เชี่ยวชาญ ข่าวสาร และการวิเคราะห์ทางเทคนิค เพื่อเป็นแนวทางในการตัดสินใจซื้อขายของคุณ.
ฤดูกาลรายได้ของสหรัฐฯ ในเดือนเมษายนกำลังลงสู่ตลาดที่ต้องการมากกว่าเรื่องราวที่ดี เจพีมอร์แกน ได้ตั้งแถบสูงแล้วด้วยผลลัพธ์ที่แข็งแกร่ง และตอนนี้ความสนใจกำลังเปลี่ยนไปที่ห้องเครื่องยนต์ของ S&P 500: โครงสร้างพื้นฐาน AIสามบริษัทอยู่ในศูนย์กลางของเรื่องนั้น
ทำไมหน้าต่างรายได้นี้จึงมีความสำคัญสำหรับ AI
Microsoft, Alphabet และ NVIDIA ไม่ได้เป็นเพียงผู้เข้าร่วมในวงจร AI เท่านั้น แต่พวกเขากำลังสร้างสถาปัตยกรรมทางกายภาพและซอฟต์แวร์ที่ บริษัท อื่น ๆ พึ่งพา ได้แก่ ชิปพื้นที่คลาวด์โมเดลและเครื่องมือหากการใช้จ่ายนี้จะส่งผลตอบแทน สัญญาณแรกอาจเริ่มปรากฏในผลลัพธ์รายไตรมาสในช่วงสองสามสัปดาห์ข้างหน้า
แต่ละบริษัทแสดงถึงการทดสอบที่แตกต่างกัน
- ไมโครซอฟท์: การปรับใช้ AI ขององค์กรจะแปลเป็นการขยายรายได้และการขยายมาร์จิ้นหรือไม่
- ตัวอักษร: ไม่ว่าจะเป็นเจ้าของสแต็กเต็มรูปแบบตั้งแต่ชิปไปจนถึงคลาวด์ไปจนถึงการแจกจ่ายเป็นข้อได้เปรียบที่ทนทานหรือเป็นเพียงตำแหน่งที่มีราคาแพงในการป้องกัน
- เอ็นวิเดีย: ไม่ว่าวงจรฮาร์ดแวร์ยังคงอยู่ เร่งความเร็วหรือเริ่มปรับระดับ
ในปี 2026 คำถามไม่ใช่อีกต่อไปว่าการลงทุน AI กำลังเกิดขึ้นหรือไม่ แต่ภาระผูกพันด้านเงินทุนนั้นมีนัยสำคัญและระบุไว้ต่อสาธารณะแล้วคำถามคือการใช้จ่ายนั้นสร้างผลตอบแทนอย่างรวดเร็วพอที่จะพิสูจน์ขนาดของการเดิมพันเหล่านั้นหรือไม่
Cisco Systems Inc. (NASDAQ: CSCO) released the latest earnings results for fiscal Q2 of 2024 after market close in the US on Wednesday. The US telecommunications company achieved revenue of $12.8 billion for the quarter vs. $12.706 billion. Revenue was down by 6% vs. the same period the year prior.
Earnings per share (EPS) reached $0.87, above Wall Street estimate of $0.836 per share. EPS was down by 1% year-over-year. Cisco announced a 3% raise on its quarterly dividend of $0.40 per share for all shareholders on record as of 4/4/24.
For fiscal Q3 of 2024, the company expects revenue in a region of $12.1 to $12.3 billion. EPS expected at between $0.84 to $0.86 per share. Company overview Founded: 1984 Headquarters: San Jose, California, United States Number of employees: 84,900 (2023) Industry: Telecommunications Key people: Chuck Robbins (CEO & Chairman) CEO commentary "We delivered a solid second quarter with strong operating leverage and capital returns," Chuck Robbins, CEO of the company said in a press release. "We continue to align our investments to future growth opportunities.
Our innovation sits at the center of an increasingly connected ecosystem and will play a critical role as our customers adopt AI and secure their organizations," Robbins concluded. Stock reaction Shares were up by 1.29% at the end of Wednesday’s session at $50.28 a share. The stock fell by around 4% in the after-hours trading.
Stock performance 5 day: +0.32% 1 month: -0.74% 3 months: -6.29% Year-to-date: -1.17% 1 year: +3.05% Cisco stock price targets UBS Group: $55 Melius Research: $55 DZ Bank: $50 Rosenblatt Securities: $51 Piper Sandler: $50 Oppenheimer: $54 Tigress Financial: $76 Bank of America: $60 Deutsche Bank: $58 Barclays: $53 Citigroup: $55 Morgan Stanley: $56 Jefferies Financial Group: $59.50 Evercore ISI: $63 BNP Paribas: $45 JP Morgan Chase & Co.: $62 Cisco Systems Inc. is the 54 th largest company in the world with a market cap of $203 billion, according to CompaniesMarketCap. You can trade Cisco Systems Inc. (NASDAQ: CSCO) and many other stocks from the NYSE, NASDAQ, HKEX and ASX with GO Markets as a Share CFD on the MetaTrader 5 platform. To find out more, go to ''Trading'' then select ''Share CFDs''.
GO Markets offers pre-market and after-market trading on popular US Share CFDs. Why trade during extended hours? Volatility never sleeps.
Trade over earnings releases as they happen outside of main trading hours Reduce your risk and hedge your existing positions ahead of a new trading day Extended trading hours on popular US stocks means extended opportunities Sources: Cisco Systems Inc., TradingView, MarketWatch, MarketBeat, CompaniesMarketCap
American beverage giant The Coca-Cola Company (NYSE: KO) reported the latest financial results before the opening bell on Wall Street on Tuesday. Coca-Cola reported revenue of $10.948 billion (up by 7% year-over-year) for the last three months of 2023 vs. $10.675 billion expected. Earnings per share reached $0.49 (up by 10% year-over-year) vs. $0.489 per share estimate.
The company achieved revenue of $45.8 billion in 2023, up by 6% from 2022. EPS reached at $2.69 per share, up by 8%. Coca-Cola paid a total of $8 billion in dividends in 2023.
Company overview Founded: 1892 Headquarters: Atlanta, Georgia, United States Number of employees: 82,500 (2022) Industry: Beverage Key people: James Quincey (chairman and CEO), Brian Smith (president and COO) CEO commentary "During the year, our people and partners rose to meet new challenges, allowing us to excel globally and deliver in a dynamic world," CEO of the beverage company, James Quincey said in a statement to shareholders. "As we begin a new year, we’re confident that our all-weather strategy, powerful portfolio and harmonized system will continue to create value for our stakeholders in 2024 and for the long term," Quincey looked ahead. Stock reaction Shares were down by 0.87% on Tuesday at $59.18 a share – the lowest since 25/1/24. Stock performance 5 day: -1.55% 1 month: -1.63% 3 months: +3.35% Year-to-date: +0.14% 1 year: -0.97% Coca-Cola stock price targets Citigroup: $68 Barclays: $66 Jefferies Financial Group: $64 Morgan Stanley: $65 JP Morgan Chase & Co.: $62 Bank of America: $60 Royal Bank of Canada: $70 Wedbush: $71 HSBC: $74 Evercore ISI: $70 Deutsche Bank: $63 Wells Fargo & Company: $68 Credit Suisse Group: $70 UBS Group: $70 The Goldman Sachs Group: $62 The Coca-Cola Company is the 39 th largest company in the world with a market cap of $254.80 billion, according to CompaniesMarketCap.
You can trade The Coca-Cola Company (NYSE: KO) and many other stocks from the NYSE, NASDAQ, HKEX and ASX with GO Markets as a Share CFD on the MetaTrader 5 platform. To find out more, go to "Trading" then select "Share CFDs". GO Markets offers pre-market and after-market trading on popular US Share CFDs.
Why trade during extended hours? Volatility never sleeps. Trade over earnings releases as they happen outside of main trading hours Reduce your risk and hedge your existing positions ahead of a new trading day Extended trading hours on popular US stocks means extended opportunities Sources: The Coca-Cola Company, TradingView, MarketWatch, MarketBeat, CompaniesMarketCap
Canadian mining company Barrick Gold Corporation (NYSE: GOLD) reported Q4 2023 financial results before the US market opened on Wednesday. The world's second-largest gold miner achieved revenue of $3.126 billion for Q4 2023, up from $2.943 billion in Q3 2023 vs. $3.128 billion expected. Earnings per share reported at $0.276, exceeding analyst estimate of $0.205.
The company announced a $0.10 per share dividend for all shareholders as of 29/2/24. Company overview Founded: 1983 Headquarters: Toronto, Ontario, Canada Number of employees: 18,421 Industry: Metals and mining Key people: John L. Thornton (Executive Chairman), Mark Bristow (President and Chief Executive Officer) CEO commentary CEO of Barrick Gold, Mark Bristow, had this to say in a letter to shareholders: ''In true Barrick fashion, we kept our focus, dealt with the challenges, progressed our long-term strategic plans and delivered on some of our key objectives.
Most significantly, we have sustained our industry-leading organic growth outlook and are still projecting a 30% increase in gold equivalent3 production by the end of this decade.'' Stock reaction The stock was down by 0.42% during the day on Wednesday after the latest results were announced, trading at $14.09 a share – lowest since 3/11/22. Stock performance 5 day: -5.73% 1 month: -9.54% 3 months: -9.83% Year-to-date: -22.19% 1 year: -18.03% Barrick Gold stock price targets Raymond James: $24 CIBC: $23 BMP Capital Markets: $27 Citigroup: $18 TD Securities: $22 Scotiabank: $25 UBS Group: $23 Jefferies Financial Group: $15 CSFB: $20 Barclays: $28 The Goldman Sachs Group: $22 Fundamental Research: $19.02 Barrick Gold Corporation is the 743 rd largest company in the world with a market cap of $24.77 billion, according to CompaniesMarketCap. You can trade Barrick Gold Corporation (NYSE: GOLD) and many other stocks from the NYSE, NASDAQ, HKEX and ASX with GO Markets as a Share CFD on the MetaTrader 5 platform.
To find out more, go to ''Trading'' then select ''Share CFDs''. GO Markets offers pre-market and after-market trading on popular US Share CFDs. Why trade during extended hours?
Volatility never sleeps. Trade over earnings releases as they happen outside of main trading hours Reduce your risk and hedge your existing positions ahead of a new trading day Extended trading hours on popular US stocks means extended opportunities Sources: Barrick Gold Corporation, TradingView, MarketWatch, MarketBeat, CompaniesMarketCap
The largest financial services company in the world, Visa Inc. (NYSE: V), released the latest earnings results for Q1 of fiscal 2024 after the market closed in Wall Street on Thursday. The US company reported revenue of $8.634 billion (up by 9% year-over-year) vs. $8.554 billion expected. Earnings per share reported at $2.41 (up by 11% year-over-year) vs. $2.339 per share estimate.
Company overview Founded: 1958 Headquarters: One Market Plaza, San Francisco, California, United States Number of employees: 26,500 (2022) Industry: Payment cards services Key people: Ryan McInerney (CEO), Alfred F. Kelly Jr. (Executive Chairman), Oliver Jenkyn (Group President & Global Markets), Kelly Mahon Tullier (Vice Chair & CPO), Chris Suh (CFO) CEO commentary "Our 2024 fiscal year is off to a solid start. In our first quarter, net revenues grew 9% and GAAP EPS grew 20%, driven by relatively stable growth in overall payments volume and processed transactions, plus strong growth in cross-border volume.
Consumer spending remained resilient. Looking ahead, we continue to see significant opportunities across consumer payments, new flows and value added services," CEO of Visa, Ryan McInerney, said in a press release to investors. Stock reaction Shares of Visa ended Thursday up by 0.35% at $272.61 a share.
The stock dipped in the after-hours by around 3% after the latest financial results were released. Stock performance 5 day: +1.67% 1 month: +4.69% 3 months: +17.87% Year-to-date: +4.71% 1 year: +21.32% Visa stock price targets Citigroup: $306 Mizuho: $265 KeyCorp: $300 UBS Group: $305 Jefferies Financial Group: $295 BMO Capital Markets: $280 Barclays: $278 Raymond James: $287 Wedbush: $270 Oppenheimer: $252 HSBC: $266 JP Morgan Chase & Co.: $293 Wells Fargo & Company: $270 Credit Suisse Group: $275 Visa Inc. is the 13th largest company in the world with a market cap of $560.26 billion. You can trade Visa Inc. (NYSE: V) and many other stocks from the NYSE, NASDAQ, HKEX and ASX with GO Markets as a Share CFD on the MetaTrader 5 platform.
To find out more, go to ''Trading'' then select ''Share CFDs''. GO Markets offers pre-market and after-market trading on popular US Share CFDs. Why trade during extended hours?
Volatility never sleeps. Trade over earnings releases as they happen outside of main trading hours Reduce your risk and hedge your existing positions ahead of a new trading day Extended trading hours on popular US stocks means extended opportunities Sources: Visa Inc., TradingView, MarketWatch, MarketBeat, CompaniesMarketCap
Uber Technologies Inc. (NYSE: UBER) announced the latest financial results on Wednesday. The US ride-hailing company beat both revenue and earnings per share (EPS) estimates for the last 3 months of 2023. Revenue reached $9.936 billion for the quarter (up from $8.607 billion in Q4 2022) vs. $9.756 billion expected.
EPS was reported at $0.66 per share (up by 127.58% year-over-year) vs. $0.163 per share estimate. Full year revenue grew by 24% from 2022 to $137.865 billion. Company overview Founded: March 2009 Headquarters: San Francisco, California, United States Number of employees: 32,800 (2022) Industry: Transportation Key people: Ronald Sugar (Chairman), Dara Khosrowshahi (CEO) CEO commentary "2023 was an inflection point for Uber, proving that we can continue to generate strong, profitable growth at scale.
Our audiences are larger and more engaged than ever, with our platform powering an average of nearly 26 million daily trips last year," Dara Khosrowshahi, CEO of Uber said in a press release. Stock reaction Shares initially dropped by around 3% at the open on Wednesday. Shares flat towards the end of the trading day, up by 0.20% at $70.61 a share.
Stock performance 5 day: +8.14% 1 month: +13.10% 3 months: +42.60% Year-to-date: +14.64% 1 year: +91.65% Uber stock price targets Needham & Company LLC: $71 KeyCorp: $79 JMP Securities: $75 Bank of America: $73 Truist Financial: $68 Gordon Haskett: $66 Mizuho: $77 The Goldman Sachs Group: $78 BMO Capital Markets: $69 Nomura: $62 Oppenheimer: $75 Tigress Financial: $72 Wells Fargo & Company: $64 JP Morgan Chase & Co.: $62 Morgan Stanley: $62 Uber Technologies Inc. is the 89th largest company in the world with a market cap of $145.20 billion, according to CompaniesMarketCap. You can trade Uber Technologies Inc. (NYSE: UBER) and many other stocks from the NYSE, NASDAQ, HKEX and ASX with GO Markets as a Share CFD on the MetaTrader 5 platform. To find out more, go to "Trading" then select "Share CFDs".
GO Markets offers pre-market and after-market trading on popular US Share CFDs. Why trade during extended hours? Volatility never sleeps.
Trade over earnings releases as they happen outside of main trading hours Reduce your risk and hedge your existing positions ahead of a new trading day Extended trading hours on popular US stocks means extended opportunities Sources: Uber Technologies Inc., TradingView, MarketWatch, MarketBeat, CompaniesMarketCap
US tobacco and cigarette company Philip Morris International Inc. (NYSE: PM) released the latest financial results for Q4 and 2023 full year before opening bell in the US on Thursday. The company reported revenue of $9 billion for the quarter, which was just shy of $9.008 billion expected. Earnings per share (EPS) fell short of analyst estimates at $1.36 vs. $1.449 per share expected.
Full year revenue and EPS reached $35.2 billion and $5.02 per share respectively. Company overview Founded: 1874 Headquarters: Stamford, Connecticut, United States Number of employees: 79,800 (2022) Industry: Tobacco Key people: André Calantzopoulos (Executive Chairman), Jacek Olczak (CEO) CEO commentary "Our business delivered a strong finish to 2023 and we achieved a number of remarkable milestones on our path to becoming a smoke-free company," Jacek Olczak, CEO of Philip Morris said after earnings. "We are entering 2024 with strong momentum, and we expect it will be another year of excellent performance underpinned by an acceleration in organic smoke-free net revenue and profit growth," Olczak added. Stock reaction Shares were down by 2.68% at the end of Thursday’s session at $88.99 a share – the lowest since October 2023.
Stock performance 5 day: -4.57% 1 month: -6.43% 3 months: -0.86% Year-to-date: -5.37% 1 year: -12.73% Philip Morris stock price targets UBS Group: $86.50 JP Morgan Chase & Co.: $115 Redburn Atlantic: $95 Jefferies Financial Group: $105 Stifel Nicolaus: $114 Morgan Stanley: $113 Bank of America: $111 Barclays: $110 Citigroup: $117 Philip Morris International Inc. is the 94th largest company in the world with a market cap of $138.19 billion, according to CompaniesMarketCap. You can trade Philip Morris International Inc. (NYSE: PM) and many other stocks from the NYSE, NASDAQ, HKEX and ASX with GO Markets as a Share CFD on the MetaTrader 5 platform. To find out more, go to "Trading" then select "Share CFDs".
GO Markets offers pre-market and after-market trading on popular US Share CFDs. Why trade during extended hours? Volatility never sleeps.
Trade over earnings releases as they happen outside of main trading hours Reduce your risk and hedge your existing positions ahead of a new trading day Extended trading hours on popular US stocks means extended opportunities Sources: Philip Morris International Inc., TradingView, MarketWatch, MarketBeat, CompaniesMarketCap