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Your home office may have helped China attack critical U.S. infrastructure — here's how
Market Watch· 2024-02-01 04:48
攻击事件 - 一起来自中国的黑客利用被感染的家庭办公室路由器攻击美国的关键基础设施[1] - 被感染的路由器主要是由思科系统公司和NetGear公司制造的,这些路由器已经达到了“终止生命周期”状态[2] - 美国司法部表示,他们进行了法庭授权的行动,自动从被感染的路由器中删除了恶意软件或阻止它们与用于控制的设备通信[3] - FBI局长克里斯托弗·雷表示,中国的黑客正在针对美国的民用关键基础设施,为了在冲突发生时对美国公民和社区造成实际伤害而进行预定位[4]
Judge dismisses Disney lawsuit against DeSantis
Market Watch· 2024-02-01 04:25
Walt Disney Co.’s DIS, -0.90% federal lawsuit against Florida’s Republican Gov. Ron DeSantis and others, alleged they retaliated against the company for publicly criticizing a controversial parents-rights education law backed by DeSantis, was dismissed by a judge on Wednesday. Judge Allen Winsor ruled Disney lacked legal standing to sue DeSantis. He added that Disney’s charges “fail on the merits” against members of the board of a special improvement district in which the company operates its parks and res ...
Apple earnings are on tap. Can the iPhone maker snap an ugly streak?
Market Watch· 2024-02-01 04:14
Apple Inc. will be looking to break an inglorious streak Thursday afternoon. The iPhone maker has seen revenue decline for each of its past four reported quarters, and there are questions heading into its earnings report about whether that stretch will extend to a fifth quarter. The consensus view calls for Apple AAPL, -1.48% to have eked out positive growth in the all-important holiday period, with the average forecast calling for $118 billion in sales in aggregate, up 0.7% from the $117.2 billion that App ...
Starbucks says impacts of boycotts and China are ‘transitory.' Some analysts ask: Are they really?
Market Watch· 2024-02-01 03:10
During Starbucks Corp.’s earnings call on Tuesday, executives said that the impact from a more cautious consumer in China, the deepening conflict in the Middle East and related consumer boycotts would be fleeting. Afterward, Wall Street was trying to figure out whether to believe them. During that call, Starbucks SBUX, +0.10% used the word “transitory” at least four times to describe those difficulties, and the coffee chain grew more cautious on its sales outlook for the year. But some analysts weren’t so s ...
Plug Power wins over a skeptic as stock looks to cap off a wild month
Market Watch· 2024-02-01 02:16
Plug Power新工厂 - Plug Power Inc.股价在周三大幅上涨,分析师在最近参观公司新工厂后对该公司变得乐观[1] - 分析师表示,Plug Power的新工厂在顺利推进,解决了之前关于积压订单和利润可见性的担忧[2] 领导团队表现 - Plug Power的领导团队因在半数时间内建造了北美最大的电解槽而受到赞扬[3]
Meta Platforms is primed for a big quarter with ads, AI push
Market Watch· 2024-02-01 00:32
A rebound in advertising, the threat of regulation and the specter of AI are the overriding narrative themes when Meta Platforms Inc. reports its fourth-quarter results on Thursday. Analysts are okay with that. “Firing on All Cylinders,” Jefferies analyst Brent Thill said in a note Sunday, jacking his price target on Meta META, -1.31% shares to $455 from $425. “Our recent digital ad checks have been the most positive we’ve seen in severalyears.” In raising his price target to $435 from $390, Seaport Rese ...
Big Tech faces another day of reckoning on Capitol Hill over kids' online safety
Market Watch· 2024-02-01 00:30
Big Tech was in the crosshairs yet again Wednesday as a handful of executives fielded blistering questions in a Senate hearing about the impact of their products on children.Facing the Senate Judiciary Committee, the chief executives of Meta Platforms Inc. META, -1.31%, TikTok, Discord, Snap Inc. SNAP, -1.61% and X — Mark Zuckerberg, Shou Zi Chew, Jason Citron, Evan Spiegel and Linda Yaccarino — testified.“Discord has been used to groom, abduct and abuse children. Meta’s Instagram helped connect and promote ...
15 semiconductor companies that have followed Nvidia's lead by showing pricing power and improved efficiency
Market Watch· 2024-02-01 00:14
Nvidia Corp. - Nvidia Corp. 预计在2025年前将拥有最快的销售增长速度[2] - Nvidia通过在数据中心部署的图形处理单元(GPU)主导市场,支持企业客户推出人工智能技术[3] - Nvidia的股价在2023年上涨了239%,远高于iShares Semiconductor ETF和SPDR S&P 500 ETF Trust[4]
Microsoft earnings may have offered a big bullish clue about cloud growth
Market Watch· 2024-01-31 22:47
微软云业务增长预期 - 微软预计云业务支出将大幅增加[2][3] - 微软管理层预计云收入将显著增长[3] - 微软在人工智能和云服务方面具有竞争优势[3] 人工智能对Azure增长的贡献 - 人工智能对Azure增长的贡献增加[5] - Azure的核心产品是人工智能[6] - 人工智能将成为微软未来的长期增长动力[7] 微软财务表现和未来展望 - 微软在财务第二季度表现良好,人工智能将成为未来的增长引擎[7] - 微软在2024财年将实现良好的利润率[8]
Alphabet results could bode well for Amazon and Meta, says Wedbush
Market Watch· 2024-01-31 21:35
Google parent Alphabet’s Inc.’s fourth-quarter results could spell good news for Amazon.com Inc. and Meta Platforms Inc. who are on deck this week, according to Wedbush analyst Dan Ives.Meta META, -0.24% and Amazon AMZN, -1.40% both report fourth-quarter results after market close Thursday. “We see positive readthroughs for AMZN/META following Google’s results,” wrote Ives. “We are encouraged by performance across Google Search and YouTube, which we think indicates a healthy digital advertising backdrop, in ...