SANTA CLARA, Calif.--(BUSINESS WIRE)-- Agilent Technologies Inc. (NYSE: A) today released the company’s , showcasing a comprehensive and growing set of sustainable solutions that enable hundreds of thousands of labs worldwide to reduce consumption of nonrenewable resources and to minimize waste. This press release features multimedia. View the full release here: Agilent's 2023 ESG Report (Graphic: Business Wire) Agilent’s sustainable solutions include the sector’s largest instrument recycling and refurbishment program and an expanding number of My Green Lab ACT-labeled products that account f...
We initiated coverage of Microsoft earlier this month, with a positive view on both the ability of the company to continue to grow profitably existing franchises (mostly Azure, Office) in low teens, and AI gathering momentum, although contributing only a quarter of revenue growth by 2027, and with an associated spike in capital expenditures. The main question we receive from investors is about the actual value of the latter. If AI is a small contributor to growth and depresses free-cash-flow wit...
As AI capex investments continue to grow for GOOGL, AMZN and META, we have been getting two questions from investors more frequently: 1) how will this impact out-year depreciation & amortization? 2) what’s the cost of electricity and other cash costs to operate modern AI servers and their data centers? • We are rolling out detailed estimates for depreciation of AI capex, split between servers (6-year estimated life) and buildings and equipment (20-year estimated life). • We have some initial bo...
Press Release: Availability of the Q2 2024 Aide-mémoire Availability of the Q2 2024 Aide-mémoire Paris, France – June 25, 2024. Sanofi announced that its Q2 2024 Aide-mémoire is available on the "Investors" page of the company's website: As for each quarter, Sanofi prepared this document to assist in the financial modelling of the Group's quarterly results. This document includes a reminder on various non-comparable items and exclusivity losses as well as the foreign currency impact and share count. Sanofi's second-quarter 2024 results will be published on July 25, 2024. About SanofiWe...
Our conviction on the long-term growth potential and opportunities of generative AI is renewed. The enabler sectors (semiconductors, software and IT services) and those that provide the infrastructure (utilities, metals, capital goods and real estate) will be the primary beneficiaries, leading us to make certain target price changes. Among AI ‘user’ sectors (media, healthcare, automotive, banking and insurance, oil services, defence, aerospace and airlines), the effects will doub...
Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies ...
Broadcom Unveils Newest Innovations for VMware Cloud Foundation VCF accelerates customer innovation by delivering public cloud scale and agility with private cloud security and performance, and low overall total cost of ownership PALO ALTO, Calif., June 25, 2024 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today unveiled the latest updates to VMware Cloud Foundation (VCF), the company’s flagship private cloud platform. The latest advancements in VCF support customers’ digital innovation with faster infrastructure modernization, improved developer productivity, and better cyber resil...
Peu de secteurs polarisent autant que le luxe automobile sportif. A la pointe de l’innovation technologique et artistique pour les uns, il est le reflet d’inégalités excessives pour les autres. Nous estimons que le secteur a un rôle prépondérant à jouer sur l’atténuation du changement climatique, mais aussi l’économie circulaire ou la transition juste. Considérant les impacts, risques et opportunités matériels, nous plaçons Ferrari en Best-in-Class ESG, Porsche en Neutre ESG, et Aston...
Few sectors are as polarising as luxury sports cars. At the cutting edge of technological and artistic innovation for some, they reflect excessive inequality for others. We believe the sector has a key role to play in climate change mitigation, as well as in the circular economy and just transition. Taking into account material impacts, risks and opportunities, we see Ferrari as ESG Best-in-Class, Porsche as ESG Neutral and Aston-Martin Lagonda as ESG Not Recommended. - ...
>Encouraging top-line data for a priority review as of H2 - Sanofi's share price gained more than 3% yesterday following the announcement of the positive top-line results of its partner Alnylam (+37%). The phase III study (HELIOS-B) evaluating vutrisiran (Amvuttra) in the treatment of amyloid transthyretin cardiomyopathy (ATTR-CM), a rare life-threatening systemic disease. The study thus achieved its main endpoint of reducing the composite score of all causes of ...
>Des données topline encourageantes pour une revue prioritaire dès le S2 - Le cours de Sanofi a gagné plus de 3% hier à la suite de l’annonce des résultats topline, positifs, de son partenaire Alnylam (+37%), suite à l’étude de phase 3 (HELIOS-B) évaluant vutrisiran (Amvuttra) dans le traitement de la cardiomyopathie amyloïde à transthyrétine (ATTR-CM), une maladie systémique rare engageant le pronostic vital du patient. L’étude a ainsi atteint son principal crit...
PARIS--(BUSINESS WIRE)-- Regulatory News: Air Liquide (Paris:AI) prévoit d’investir jusqu’à 850 millions de dollars américains pour construire, détenir et exploiter quatre grandes unités modulaires de séparation des gaz l’air ainsi que les infrastructures connexes, dans le cadre d’un accord engageant à long terme avec ExxonMobil pour son projet d’hydrogène bas carbone prévu à Baytown au Texas. Ce projet permettrait à Air Liquide d’augmenter ses capacités de production d’oxygène de 50 % au Texas. Sous réserve de la décision finale d’investissement, ce projet majeur constituerait l’investissem...
VMware Explore 2024, the Industry’s Essential Cloud Conference, Returns to Las Vegas and Barcelona PALO ALTO, Calif., June 24, 2024 (GLOBE NEWSWIRE) -- Broadcom Inc., , today previewed highlights of , the industry’s essential cloud event. VMware Explore 2024 will kick-off in Las Vegas on August 26–29, 2024 at The Venetian Convention and Expo Center. That event will be followed by VMware Explore 2024 in Barcelona, Spain on November 4–7, 2024 at the Fira Gran Via. VMware Explore Las Vegas will include a general session featuring Broadcom leaders, VMware experts, and customers showcasing ...
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