How Nvidia’s Revenue Relies on Four Major Customers: Opportunities and Risks

Nvidia, a leader in the semiconductor industry, has seen its revenue soar, with nearly half of its earnings—about 46%—coming from just four major customers. Each […]

Baidu Explores Collaboration with Tesla for Robotaxi Operations in China Amid Advancing Market Dynamics

Baidu is considering potential collaboration opportunities with Tesla, depending on Tesla’s specific application patterns and their pace of entry into the Chinese market, according to […]

Tesla’s Revival: Adam Jonas on Elon Musk’s Resurgence and the AI-Robotics Nexus

Adam Jonas of Morgan Stanley has released a new note on Tesla titled “HE’S BACK, reiterating an “Overweight” rating and a price target of $320, […]

CITI Upgrades Shopify Rating to Buy Amid Positive Growth Outlook

Citi has upgraded Shopify from Neutral to Buy, setting a price target of $105. Analyst Comments: Margin and Profitability Improvements: Shopify ($SHOP) has successfully addressed […]

Market Turbulence: The Dow Jones and Volatility Index $VIX Amidst Inflation Data Expectations

Volatility index, $VIX, experienced a significant surge of 23% this week. This marks the largest weekly jump since September 2023, showcasing heightened market volatility. Additionally, […]

Kroger Strong Q4 2024 Earnings: Exceeds Estimates with Resilient Sales and Healthy Profitability

Kroger’s Q4 2024 earnings surpassed expectations with an adjusted EPS of $1.34 (Est. $1.12) and revenue hitting $37.06B (Est. $36.74B). Identical store sales, excluding fuel, […]

Goldman Sachs Advises Caution on Tesla and Rivian Pricing Strategies, Maintains Tesla PT at $220 and Rivian TP at $13

Goldman Sachs cautions Tesla $TSLA and Rivian $RIVN against hasty price reductions, emphasizing the need for careful consideration. Analyst Mark Delaney’s analysis indicates that both […]