In today’s briefing:
- Qualcomm Leapfrogs Intel & AMD To Power The First Microsoft CoPilot + PCs
- Take-Two Interactive Software: Increased Relevance of Mobile and Strategic Titles
- Commodity Comeback
- Deere & Company: These Are The 6 Most Pivotal Factors Driving Its Performance In 2024 & Beyond! – Major Drivers
- Vimeo Inc (VMEO) – Monday, Feb 26, 2024
- This Is How Fund Managers Can Close Their Research Gap in Agricultural Commodities
- Liberty Tripadvisor Holdings (LTRPA) – Monday, Feb 26, 2024
- Walmart Inc.: Growth in Newer Businesses and E-commerce
- Crypto Crisp: “There Is No Second Place”
- Caesars January 2026 $60 Strike Call Option (CZR) – Monday, Feb 26, 2024
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Qualcomm Leapfrogs Intel & AMD To Power The First Microsoft CoPilot + PCs
- Microsoft last week launched their CoPilot+ PC category which enables their CoPilot to run locally on your PC, as long as it has an NPU with >40 TOPS
- With Qualcomm being the only one currently offering such an NPU, their Snapdragon processors will be powering the first wave of CoPilot+ PC’s
- It’s an extraordinary accomplishment for Qualcomm & likely an inflection point for Arm powered PCs. It’s also really bad news for Intel and not great for AMD
Take-Two Interactive Software: Increased Relevance of Mobile and Strategic Titles
- Take-Two Interactive Software Inc reported a healthy performance for the fiscal fourth quarter of 2024 with net bookings of $1.35 billion.
- The fiscal year 2024 saw net bookings of $5.33 billion.
- The performance for the period was attributed to the success of NBA 2K24, Zynga’s in-app purchases, Match Factory!, the Red Dead Redemption series, and the Grand Theft Auto series.
Commodity Comeback
- S&P 5700 year end target remains intact after MONTHLY breakout.
- Copper and silver rally to resume with dollar potentially falling.
- Semis continue to lead tech and look for software to join.
Deere & Company: These Are The 6 Most Pivotal Factors Driving Its Performance In 2024 & Beyond! – Major Drivers
- Deere & Co.’s Q2 results revealed a decline in net sales and revenues with a noticeable impact from more challenging market conditions, particularly in the agriculture sector.
- Net sales have gone down by 15% to $13.61 billion while net income attributable to the company reached $2.37 billion or $8.53 per diluted share.
- Breaking it down by business segments, the Production and Precision Ag business reported net sales of $6.581 billion, a decline of 16% compared to the same period last year.
Vimeo Inc (VMEO) – Monday, Feb 26, 2024
- Vimeo experienced a decline in growth post-spinoff from IAC due to fading COVID-related tailwinds
- Recent trends suggest a potential turnaround for Vimeo, with indications of a return to growth
- Focus on strategic business use cases and growth of Enterprise segment contributing to turnaround, transforming Vimeo into a profitable and cash flow-positive company
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.
This Is How Fund Managers Can Close Their Research Gap in Agricultural Commodities
Expectations of an “above-normal” monsoon in 2024 currently help to keep prices for commodities that are in large parts grown in India under control.
That includes rice as well as sugar prices.
According to the IRI’s latest ENSO forecast, La Niña becomes the most probable category in Aug-Oct, 2024 through Jan-Mar, 2025.
Liberty Tripadvisor Holdings (LTRPA) – Monday, Feb 26, 2024
- Potential all-cash offer for Tripadvisor complex may end tumultuous relationship with Liberty TripAdvisor
- LTRPA currently trades at a discount to NAV, expected to close if offer is finalized
- TRIP could be valued at $30-$35 per share, significant upside potential for LTRPA with multiple potential buyers interested
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.
Walmart Inc.: Growth in Newer Businesses and E-commerce
- Walmart Inc. reported a robust start to the year in their latest earnings call Q&A section.
- With sales growth of 5.7% and adjusted operating profit up 12.9% in constant currency, all three operating segments performed well.
- This momentum was driven by growth not solely due to inflation, but through increases in units sold, transaction counts, and market share gains, particularly in general merchandise.
Crypto Crisp: “There Is No Second Place”
- Do we even need to mention the most significant news from last week? Probably not.
- However, here is a brief summary: the U.S. Securities and Exchange Commission (SEC) approved an Ethereum spot ETF on Thursday.
- Almost as significant as the approval itself is the shift in the U.S. regulatory environment’s tone toward crypto.
Caesars January 2026 $60 Strike Call Option (CZR) – Monday, Feb 26, 2024
- Investment opportunity in long Caesar’s Entertainment January 2026, $60 strike calls
- Stock has underperformed due to investments in digital without desired results
- Anticipated turning point in stock performance towards end of 2025 or 2026
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.