Category: Corporations

Mobileye Accelerates Toward a Self-Driving Horizon

The journey toward fully autonomous vehicles has been fraught with setbacks, but Mobileye Global (MBLY) is charting a distinctive course in the self-driving landscape. While industry giants like Tesla and General Motors face regulatory and safety hurdles, Mobileye has emerged as a beacon of progress in autonomous driving technology. Returning to the public market after […]

Disney’s Impressive Earnings and the Persistent Activist Pressure

The Walt Disney Company recently showcased a robust fiscal-fourth-quarter performance that caught the attention and approval of many of its investors. The entertainment giant announced an ambitious plan to intensify its cost-reduction strategies with an additional $2 billion savings goal, alongside intentions to reinstate its shareholder dividends. This news propelled the company’s stock to its […]

OpenAI Valuation Skyrockets: A Glimpse into the Future of AI Investment

OpenAI, the renowned artificial intelligence (AI) start-up behind ChatGPT, is reportedly in discussions with potential investors regarding a valuation ranging from $80 billion to $90 billion. This staggering figure would not only make OpenAI more valuable than several major publicly-traded AI giants, such as Microsoft, Alphabet, and Nvidia, but also denotes the bullish sentiment surrounding […]

Could Microsoft’s AI Cloud Service be the Next Profitable Frontier?

Microsoft’s foray into cloud-computing services designed for artificial intelligence (AI) is hinting at significant financial potential. Recent assessments reveal a buoyant perspective on Microsoft, with expert opinions maintaining an “Outperform” rating for the tech giant. With a suggested price target revision from $398 to $400, Microsoft shares eventually rested at $328.65. Microsoft appears to be […]

Disney Ramps Up Park Investment: What This Means for Shareholders

Walt Disney Co., an emblem of the entertainment industry, has just declared its ambition to almost double down on its park business. The intention? To pour around $60 billion into the Disney Parks Experiences and Products (DPEP) segment over the coming decade. This move, while promising in terms of expansion, appears to have jolted Wall […]

Tesla’s Dojo Supercomputer: A Financial Game-Changer?

Tesla’s supercomputer, Dojo, which is geared towards training AI for autonomous vehicles, is projected to bolster Tesla’s market cap by a whopping $600B (76%), according to Morgan Stanley. Here’s a rundown: DOJO Deep Dive: Kickstarted in July, Tesla’s investment in Dojo is set to cross $1B in the coming year. Its potential? Beyond just vehicles. […]

Nvidia Stock at Record Highs: Three Factors to Keep an Eye On

In the realm of high performance, Nvidia (NVDA) has demonstrated robust market stamina, with its shares tripling this year and catapulting its market cap beyond the coveted $1 trillion mark. Despite this stellar run, the stock’s recent plateau warrants scrutiny into persisting vulnerabilities. Here are three pivotal concerns that should remain on the radar for […]

Navigating the Terrain of the S&P 500: The Who, What, and the How

The S&P 500, comprising of 503 stocks from 500 prime companies as of May 2023, functions as an economic barometer, reflecting the vibrancy of the US economy. Among these constituents, you’ll find organizations like Alphabet, that have floated multiple share classes. To feature in this esteemed index, companies must adhere to stringent criteria. Curious about […]