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Goldman Sachs recently introduced two new stock baskets based on corporate asset intensity, a metric that measures the ratio of assets to revenues. The asset-light basket, comprised of companies with low asset intensity, has outperformed the high-asset intensity group by 40 percentage points since 2002. This outperformance is attributed to superior return on equity, which
Recently, Alphabet’s Waymo robotaxi unit received approval from the California Public Utilities Commission to expand its service to parts of Los Angeles and the Bay Area. This decision, which was announced on the regulator’s website, allows Waymo to start offering driverless passenger service in specific areas of Los Angeles and the San Francisco Peninsula. Despite
Zoom’s shares surged by 13% in extended trading following the announcement of its fiscal fourth-quarter results, which exceeded analysts’ expectations. The company reported earnings per share of $1.22, adjusted, compared to the expected $1.15, and revenue of $1.15 billion, surpassing the anticipated $1.13 billion. Despite this positive outcome, the revenue only saw a marginal increase
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In recent weeks, the stock market has seen a surge in activity, with Warren Buffett’s Berkshire Hathaway reaching a 52-week high. This rise in stock value, combined with a significant 17% year-to-date increase, has undoubtedly caught the attention of many investors. However, despite this upward trend, there are concerns that a pullback may be on
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The recent plummet of Palo Alto Networks shares by 28% has sent shockwaves through the cybersecurity industry. This sharp decline followed the company’s decision to slash its full-year revenue outlook, marking it as the worst trading session since its initial public offering in 2012. Despite a remarkable doubling in stock value in 2023, the company’s
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