American Express Co., Citigroup Inc. and Goldman Sachs Group Inc. marked the largest of six financial firms to draw downgrades at BMO Capital Markets on Wednesday.After a rally by banks and specialty finance stocks from October lows, the sector faces headwinds, even if a recession is avoided in 2024, said BMO analyst James Fotheringham.“Bottom Line: Banks and specialty finance stocks appreciated by almost +40% into year-end (versus S&P 500 SPX ) and now look vulnerable to an impending credit cycle (soft lan ...

Shares of Home Depot Inc. rallied Wednesday, after Wedbush turned bullish on the home improvement retailer, citing the belief that housing-market fundamentals are bottoming.Analyst Seth Basham raised his rating on Home Depot’s stock to outperform, after being at neutral for at least the past two years. He bumped up his stock price target by 15%, to $380 from $330.The stock HD, -0.50% climbed 1.1% toward a three-week high in premarket trading. It has run up 15.7% over the past three months through Tuesday, w ...

Virgin Galactic Holdings Inc. - Virgin Galactic Holdings Inc.股价在Truist Securities将其评级从卖出升级为持有，并将目标股价从1美元提高至3美元后，盘前交易上涨4%[1] - 公司决定在2024年中止商业运营，将资金重点投入Delta舰队的发展，这一举措被认为是明智的，但在短期内消除了任何重大上行或下行的催化剂可能性[2] - Virgin Galactic在2025年开始进行飞行测试，并计划在2026年投入运营，公司计划在2024年上半年使用Unity飞船进行两次“任务”后，中止商业运营，将资源用于Delta级舰队的发展，预计公司将在2026年实现收入[3]

Choice Hotels International Inc. 对 Wyndham Hotels & Resorts Inc. 的回应 - Choice Hotels International Inc. 表示 Wyndham Hotels & Resorts Inc. 所声称的反垄断风险是错误的[1] - Choice Hotels CEO Patrick Pacious 表示公司对 Wyndham 的误导性宣传感到失望[1] - Choice Hotels 坚信其对 Wyndham 的收购将获得批准，并致力于完成交易[1]

Taiwan Semiconductor Manufacturing Co (TSMC) on Wednesday beat analysts expectations, despite reporting a drop in its revenues, by posting better than expected sales in the final quarter of 2023 amid signs the global slump in the chip market has now reached an end. TSMC 2330, -0.34%, which makes the microchips used in almost all electronic devices, reported Dec. 2023 sales worth NT$ 176.3 billion ($5.7 billion), representing an 8.4% drop compared to the same period in 2022 . The Hsinchu headquartered compan ...

社交媒体 - Mark Zuckerberg在Instagram上透露他在夏威夷养牛，称这是他最美味的项目[2] - 社交媒体上有人开玩笑说至少他不是在养羊驼，这是对Meta公司的人工智能大语言模型的一个提及[4] 肉类替代品 - Bill Gates主张发达国家完全转向合成肉[6] 股价表现 - Zuckerberg可以负担得起他的新爱好：Meta股价在过去52周上涨了168%[7]

LAS VEGAS — Walmart has unveiled plans to dive further into the world of artificial intelligence — and drones — to improve its customers’ shopping experiences. In a Tuesday keynote at the CES trade show in Las Vegas, the nation’s largest retailer announced it will be expanding its drone delivery to 1.8 million additional households in the Dallas-Fort Worth metropolitan area later this year. Drones aren’t new to Walmart — which has already completed 20,000 drone deliveries across seven states to date — bu ...

Twitch — the live-streaming platform run by Amazon.com Inc. AMZN, +1.52% — plans to cut 500 jobs, or 35% of its workforce, amid worries about losses and steep costs of operations, Bloomberg reported on Tuesday. Bloomberg said the departures could be announced as early as Wednesday, and noted that they would come after other rounds of layoffs and after a handful of senior executives left the platform last year. Representatives for Amazon and Twitch did not immediately respond to requests for comment. The em ...

文章核心观点 - 公司提高年度股息并增加股票回购计划以最大化股东回报 [1][3] 公司动态 - 公司将年度股息提高至每股2美元，增幅33% [1] - 公司董事会批准将股票回购计划增加50亿美元 [1] 财务数据 - 基于周二收盘价148.16美元，股息增加使年度股息收益率提高至约1.3% [2] 公司战略 - 鉴于资产负债表强劲、现金状况良好及运营策略推动现金流，公司将更多资本配置聚焦于最大化股东总回报 [3]

Shares of Intuitive Surgical Inc. ISRG, +0.52% rallied after hours on Tuesday after the maker of robotic surgical equipment said it expected fourth-quarter sales that were above Wall Street’s expectations, helped by a recovery in China. The company reported preliminary fourth-quarter revenue of around $1.93 billion, up 17% and above FactSet forecasts for $1.87 billion. Procedures involving da Vinci, its robotic surgical system, jumped 21% from a year earlier, when COVID-19 cases re-emerged in China and wei ...