文章核心观点 诺斯罗普·格鲁曼公司与摩根士丹利达成10亿美元加速股票回购协议，预计回购不晚于第二季度完成，今年目标是向股东返还超100%自由现金流 [1][4][5] 股票回购协议情况 - 公司与摩根士丹利达成10亿美元加速股票回购协议 [1] - 预计1月31日收到约180万股，占基于1月29日收盘价回购交易的约80% [2] - 协议将在公司当前股票回购授权下完成，该授权还剩约36亿美元 [3] 回购时间安排 - 预计回购不晚于第二季度完成 [4] 股东回报目标 - 公司设定今年向股东返还“远超100%”自由现金流的目标 [5] 过往授权情况 - 12月初公司额外授权25亿美元用于股票回购，当时总授权达38亿美元 [6]

DETROIT — Toyota 7203, +3.15% TM, +1.82% and General Motors GM, +0.60% are telling the owners of about 61,000 older Corolla, Matrix, RAV4 and Pontiac Vibe models to stop driving them because their Takata air bag inflators are at risk of exploding and hurling shrapnel. The urgent warning Monday covers certain Corolla compact cars and Matrix hatchbacks from the 2003 and 2004 model years, as well as the RAV4 small SUV from 2004 and 2005. Also covered are about 11,000 Pontiac Vibes from 2003 and 2004, which ...

The future of iRobot Corp. IRBT, -8.77% is likely to be rocky as it faces tougher competition in the home-robotics market on its own. The Roomba maker said it will now focus on its own restructuring and becoming profitable again, after waiting almost 16 months for regulatory approvals for a proposed merger with Amazon.com Inc. AMZN, +1.34% that ultimately did not all come. The news had been expected by some investors, especially after the European Commission in November wanted certain assurances the deal wo ...

人工智能技术发展 - 2023年，AI技术的赢家和输家主要取决于它们如何从这项技术中赚钱[1] - 除了已经建立的参与者外，哪些公司在今年的实施中提供了令人兴奋的潜力[2] - IBM的全面关注混合云和人工智能似乎是一个不错的选择，因为研究公司麦肯锡的展望表明，到2030年，人工智能将产生超过4万亿美元的经济价值[3] - IBM在企业领域的Watson业务季度复合增长率翻了一番，显示了对企业人工智能的强烈信心[4] - ServiceNow利用人工智能扩大规模，并将其业务多样化，目标是实现更快的增长[6] - 尽管存在经济不确定性，企业对人工智能的投资将是可观的[12] - AI将成为2024年最重要的趋势，塑造经济并促使企业进行重大投资[13] 公司发展 - Nvidia成为明显的领先者，其产品推动了大型语言模型的增长[1] - AMD在企业领域持续增长，其对PC和数据中心芯片的需求为其带来了进一步的增长机会[8] - Salesforce作为云CRM的市场领导者，有望在2024年实现进一步增长[9] - Cisco Systems通过收购Splunk，为企业环境中的集中数据安全和观察提供了机会[10] - 戴尔科技的多样化产品组合使其对寻求深度价值的企业人工智能投资者具有吸引力[11]

文章核心观点 公司发布乐观业绩展望后股价再次上涨，产品持续获市场份额，全年营收预期上调 [1][4] 业绩展望 - 预计第三财季营收37亿 - 41亿美元，调整后每股收益5.20 - 6.01美元，均超市场预期 [2] - 上调全年营收预期至143亿 - 147亿美元，此前预期为100亿 - 110亿美元，分析师预期为138亿美元 [4] 业务情况 - 产品持续获市场份额，新合作伙伴不断增加，现有终端客户对优化AI计算机平台和机架级IT解决方案需求增加 [3][4] - 作为英伟达合作伙伴，提供存储和服务器产品 [6] 财务表现 - 刚结束季度营收36.6亿美元，调整后每股收益5.59美元，略高于1月中旬发布的初步结果 [6] 股价表现 - 本月早些时候因乐观初步财务结果股价创历史最佳单日表现，周一发布展望后盘后交易中上涨超8% [1][5] - 过去12个月股价飙升567% [7]

General Motors Co. is scheduled to report quarterly earnings before the bell Tuesday amid concerns about its EV business and a slow start to the year for the auto industry. GM’s fourth-quarter earnings and guidance “will be solid but unlikely to be a significant catalyst for the stock,” Chris McNally at Evercore ISI said in a note Monday. Tailwinds include $1.5 billion to $1.7 billion in cost savings and lower expenses with Cruise, GM’s autonomous-driving division, but those are likely to be countered by in ...

Macquarie Equity Research观点 - 电影院股票可能在第一季度面临困难的国内票房，但今年后半年可能会有上涨的机会[1] - 预计2024年第四季度美国票房收入为19亿美元，略低于其预期的20亿美元，认为可能会有公司盈利不达预期，但市场已经充分理解[3] - 2024年第一季度之后，国内票房收入将改善，预计2024年将有大约25部票房超过1亿美元的电影，其中《Deadpool 3》预计将带来超过3亿美元的票房[3]

软件股市场趋势 - 华尔街对软件股持有相当多的喜爱，自去年年初以来，该类股票已经击败了标普500指数[1] - 分析师普遍对软件行业持乐观态度，但他们也有自己的偏爱，如微软公司、Salesforce公司和ServiceNow公司[2] Adobe公司业绩展望 - Adobe公司在人工智能热潮中表现出色，预计在3月底的分析师日活动中将公布更详细的公司盈利目标[5] Workday公司前景展望 - Workday公司可能会在财季第四季度业绩报告后有资格加入标普500指数，分析师预计其业绩将表现稳健[7] Snowflake公司增长预期 - Snowflake公司在过去一年中经历了一些波动，但分析师认为它已经准备好恢复增长，并可能在未来看到收入加速增长[10] Oracle公司发展趋势 - Oracle公司的股价上涨的关键在于确定OCI（Oracle Cloud Infrastructure）的可持续增长率，分析师认为在未来可能会有更清晰的故事[11]

Shares of United Parcel Service Inc. slumped Monday as investors prepared for the package-delivery giant’s quarterly results, which have not been so kind to investors in the recent past.The company is slated to reveal its fourth-quarter earnings report on Tuesday at around 6 a.m. Eastern time. UPS’s stock has declined on the day that each of its past three reports were released by an average of 5.6%, and has fallen on the day of six of its past seven reports.UPS shares UPS, -1.04% dropped 1.6% in afternoon ...

BlackRock on Monday upgraded its overall outlook for U.S. stocks to overweight from neutral, as the world’s largest asset manager sees the S&P 500’s upward momentum continuing for the next six to 12 months amid cooling inflation and potential interest-rate cuts by the Federal Reserve. The stock market’s tech-driven rally, fueled by investor excitement over artificial intelligence, should “broaden out as inflation falls further, the Fed starts to cut rates, and the market sticks to its rosy macro outlook,” s ...