Bluegate1104
2024.12.31 07:31

Recently, the performance of the "Magnificent Seven" stocks supporting the U.S. stock market has started to diverge. Today, let's summarize the market news of three of these companies after the U.S. election and share it with everyone:$NVIDIA.US Fundamentally, NVIDIA's AI chip sales are expected to soar again. With the excellent performance of Blackwell and its software ecosystem, the company could become a one-stop AI shop. NVIDIA announced its latest quarterly earnings on November 20, with both earnings surpassing expectations. Standardized earnings per share were $0.81, and GAAP earnings per share were $0.78. Third-quarter revenue was $35.1 billion, up 94% year-over-year, with earnings per share up 103% year-over-year.In terms of business, nearly 88% of NVIDIA's revenue comes from its Data Center segment, which includes the company's AI computing solutions. Data Center revenue grew 112% year-over-year in the third quarter, surpassing the company's other three segments. Additionally, NVIDIA plans to repurchase an additional $25 billion in shares.$Agilent Tech(A.US)pple.US Apple released its fourth fiscal quarter results for 2024, achieving revenue of $94.9 billion, with a narrower decline in Greater China. The iPhone business, as Apple's core business, achieved revenue of $46.222 billion, up 5.5% year-over-year, exceeding analysts' expectations. Apple’s stock price hit a record high on December 9, with a market value exceeding $3.7 trillion.Apple's AI chief stated that the company is not interested in developing general artificial intelligence, which is unlikely to be realized in the short term. The global top 10 best-selling phones list was released, with the iPhone 15 series leading. The iPhone SE 4 is expected to feature a 48MP main camera and a 12MP TrueDepth front camera. The 2026 MacBook Pro will feature an OLED screen and a notch-less design.Additionally, Apple’s VR business has partnered with Sony to explore new VR fields. Apple Vision Pro is set to address strategic shortcomings and might "borrow" Sony's VR controllers. However, Warren Buffett stated that Berkshire Hathaway sold two-thirds of its Apple shares from the first to the third quarter of 2024. The market is watching whether the investment guru will continue to reduce his holdings, adding uncertainty to the recent stock price.$Macys(M.US)eta Platforms.US Meta’s third-quarter financial report for 2024 showed total revenue of $40.589 billion, up 19% year-over-year; net profit was $15.688 billion, up 35% year-over-year, exceeding market expectations. Meta's performance growth directly benefited from the widespread application of AI, including improving the performance of Feed posts and Reels short videos, optimizing ad effectiveness, supporting content creation, and enhancing compliance and operational work. Meta AI chatbot assistant's monthly active users have surpassed 500 million.Meta is advancing its AI development plans for enterprises and has internally launched a new AI tool called Metamate, built on its large language model Llama, for programming, conducting research, and drafting internal and external communications.However, Meta's metaverse business, which has been actively promoted in recent years, continues to incur losses. Although metaverse business revenue grew 29% year-over-year to $270 million, operating losses reached $4.4 billion, and profitability is not expected soon. The metaverse business is expected to continue to incur significant losses throughout fiscal 2025.In terms of capital expenditure, Meta's capital expenditure in AI has significantly increased, with capital expenditure guidance for fiscal 2024 raised to $38 billion to $40 billion, up from the previous guidance of $37 billion to $40 billion. Meta plans to invest $10 billion to build its largest global data center to support the development of its AI business.

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