AI chip leader Nvidia (NVDA) topped even Wall Street's elevated "whisper numbers" with its fiscal first quarter results and guidance. The news sent Nvidia stock surging on Thursday.X The Santa Clara, Calif.-based company late Wednesday said its adjusted earnings rocketed 461% year over year to $6.12 a share in the quarter ended April 28. And its sales surged 262% to $26 billion. Analysts polled by FactSet had forecast earnings of $5.60 a share on sales of $24.59 billion.For the current quarter, Nvidia expec ...

Nvidia (NVDA) Chief Executive Jensen Huang talked up Tesla (TSLA) autonomous driving efforts on Wednesday, claiming the EV giant is "far ahead" on self-driving vehicles and that all cars will eventually have autonomous abilities. TSLA shares angled higher early Thursday.X "Tesla is far ahead in self-driving cars but every single car someday will have to have autonomous capability," Huang told Yahoo Finance Wednesday night. "It's safer, more convenient, it's more fun to drive."Tesla along with Chief Executiv ...

Dow Jones Futures: Nvidia Earnings Boom, CEO Jensen Huang Hails 'Next Industrial Revolution'; AI Plays Rally12:34 PM ETNvidia earnings boomed and the CEO touted the "next industrial revolution." Will the AI chip leader lift the market rally? 12:34 PM ETNvidia earnings boomed and the CEO touted the "next industrial... ...

Snowflake stock jumped late Wednesday after the data analytics company gave a mixed first-quarter report. Earnings came in below analyst expectations, but revenue exceeded consensus. Snowflake (SNOW) boosted its sales outlook for the rest of the year.X The software firm said that it earned an adjusted 14 cents per share on sales of $828.7 million for the April-ending quarter. On average, analysts projected that Bozeman, Mont.-based Snowflake would post adjusted earnings of 18 cents per share on sales of $78 ...

Amazon (AMZN) is planning to give its Alexa voice assistant a generative AI-powered upgrade that could require a new subscription fee, CNBC reported Wednesday. Amazon stock was slightly higher in early trading.X The Seattle-based tech behemoth plans to launch the upgraded Alexa later this year, according to CNBC's report. Amazon has not yet decided on a price for the subscription. But it would be charged separately from its $14.99-per-month Prime subscription, the report said, citing unnamed sources.The tec ...

文章核心观点 - 豪华住宅建筑商Toll Brothers二季度财报超预期且上调全年交付指引，预计全年利润增长13%；家居用品零售商Williams - Sonoma将于周三公布一季度财报 [1][2][5] Toll Brothers财报情况 - 二季度每股收益增长60%至4.55美元，营收达28.4亿美元，同比增长13% [1] - 交付2641套房屋，平均每套售价100万美元，房屋销售额达26.5亿美元，增长6% [1] - 分析师预期每股收益4.14美元、营收25.8亿美元，预期二季度房屋交付量2482套 [1] Toll Brothers业绩指引 - 上调全年交付指引，预计交付10400 - 10800套房屋，均价96 - 97万美元，预计每股收益14美元 [2] - 预计三季度交付2750 - 2850套房屋，均价95 - 96万美元 [2] - 一季度末时预计全年交付10000 - 10500套房屋，均价94 - 96万美元 [2] Toll Brothers业务策略与市场因素 - 拓宽价格区间增加经济适用豪华住宅、增加样板房供应，有助于扩大市场份额 [3] - 新房需求受经济韧性、有利人口结构、供应不足驱动，美国住房长期供应不足及高利率锁定效应致二手房库存低 [2] Toll Brothers股价表现 - 周二盘后上涨1%，盘中下跌0.6%至130.22美元，5月上涨8.7%，2024年累计上涨26% [4] - 收盘价略高于杯柄形态的128.75美元买入点，综合评级95、相对强度评级95、每股收益评级89 [4] Williams - Sonoma情况 - 周三公布一季度财报，分析师预计每股收益增长4%至2.74美元，销售额下滑约6%至16.5亿美元 [5] - 2024年股价飙升56%，当前交易价较平底形态的319.78美元买入点低约2% [5] - 是SPDR S&P Homebuilders ETF第一大持仓股，Toll Brothers也是重要成分股 [5]

文章核心观点 - 软件巨头微软在Build大会上推介最新人工智能工具以引领生成式AI时代，其股价上涨并触及买入点 [1][3] 公司动态 - 首席执行官萨蒂亚·纳德拉在微软Build大会主题演讲中讨论Azure云基础设施和AI助手Copilots新功能 [1] - 微软Fabric平台新增实时智能功能，可让用户基于大量、高时效性和高粒度数据做出更快、更明智业务决策 [1] - 微软为基于AI的软件开发工具GitHub Copilot推出首批扩展，该工具现有180万付费订阅用户 [1] - 微软将合作伙伴OpenAI的最新大语言模型GPT - 40带给用户，该模型集成文本、图像和音频处理功能 [2] - 微软周一推出名为Copilot + PCs的新型人工智能Windows个人电脑，称最新Surface笔记本电脑在速度和电池续航方面远超苹果MacBook Air [3] 股价表现 - 今日股市午盘交易中，微软股价上涨1%，至429.64美元，盘中早些时候触及430.82美元的买入点 [3] 股票地位 - 微软股票位列IBD长期领军股名单，也是“神奇七股”之一 [3]

Marvell Technology (MRVL) is set to report earnings on May 30 after the closing bell. The options market is pricing in a 10% move in either direction, and higher implied volatility ahead of earnings makes selling premium more attractive. Here's how you can set up a cash-secured put on Marvell stock.X What Makes A Cash-secured Put Attractive?A cash-secured put involves selling an at-the-money or out-of-the-money put option and simultaneously setting aside enough cash to buy the stock.The goal is to either ha ...

文章核心观点 - 京东将通过可转换债券发行筹集17.5亿美元，用于回购股份、拓展海外业务和改善供应链网络，消息公布后股价下跌，此前一季度财报表现良好使股价上涨 [1][2] 分组1：可转换债券发行情况 - 京东周二宣布将通过可转换债券发行筹集17.5亿美元，较当日早些时候宣布的15亿美元目标有所上调 [1] - 债券将于2029年到期，可转换为该中国电商公司的股权 [1] - 此次可转换债券发行是今年亚洲同类发行中规模最大的 [1] 分组2：资金用途 - 公司将使用所得款项回购部分股份、拓展海外业务和改善供应链网络 [1] 分组3：股价表现 - 消息公布后，在美上市的京东股价下跌超3%，至33.49美元 [1] - 一季度财报发布后，京东股价上涨，销售额同比增长7%达360亿美元，每股收益78美分同比增长19%，财报发布当日股价上涨2%，次日又上涨3% [2] - 包括周二的下跌，京东股价今年以来上涨19.5%，但较12个月前仍下跌约1.5%，去年在美上市的京东股价因对中国经济和销售增长放缓的担忧下跌近50% [2]

When Snowflake (SNOW) reports first quarter earnings on Wednesday, analysts expect new Chief Executive Sridhar Ramaswamy to tout his plans to make artificial intelligence products a bigger part of company strategy. Snowflake stock has retreated 17% in 2024 amid a sudden CEO change in February.X Snowflake sells data analytics and management software that runs on the cloud computing platforms of Amazon.com (AMZN) and others. The company is evolving into a cloud data management platform. It faces stiff competi ...