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Dan Salmon
  • Dan Salmon

GOOGL/AMZN/META: How much are they spending on AI Capex (v2.3)?

We remain above 2024 consensus for each of GOOGL (9% higher), AMZN (11%) and META (13%). For 2025-2027, we are at least 8% ahead of consensus for each, including 27% ahead for META in 2025.

 PRESS RELEASE

LGI Homes Reports First Quarter 2024 Results

LGI Homes Reports First Quarter 2024 Results THE WOODLANDS, Texas, April 30, 2024 (GLOBE NEWSWIRE) -- LGI Homes, Inc. (NASDAQ: LGIH) today announced financial results for the three months ended March 31, 2024. First Quarter 2024 Highlights Home sales revenues of $390.9 millionHome closings of 1,083Average sales price per home closed of $360,897Gross margin as a percentage of home sales revenues of 23.4%Adjusted gross margin (non-GAAP) as a percentage of home sales revenues of 25.3%Net income before income taxes of $23.1 millionNet income of $17.1 million, or $0.72 basic EPS and $0....

Brian Violino ... (+2)
  • Brian Violino
  • Jay McCanless
 PRESS RELEASE

FDA Grants Full Approval for TIVDAK® to Treat Recurrent or Metastatic ...

NEW YORK & COPENHAGEN, Denmark--(BUSINESS WIRE)-- (NYSE: PFE) and (Nasdaq: GMAB) today announced the U.S. Food and Drug Administration (FDA) approves the supplemental Biologics License Application (sBLA) granting full approval for TIVDAK® (tisotumab vedotin-tftv) for the treatment of patients with recurrent or metastatic cervical cancer with disease progression on or after chemotherapy. "Recurrent or metastatic cervical cancer is a particularly devastating and mostly incurable disease, and patients are in need of survival-extending treatment options,” said Chris Boshoff, M.D., Ph.D., Chief...

 PRESS RELEASE

Pfizer Highlights Progress in Accelerating Breakthrough Cancer Medicin...

NEW YORK--(BUSINESS WIRE)-- Pfizer Inc. (NYSE: PFE) highlights its progress in advancing new potential standards of care in Oncology at the 2024 American Society of Clinical Oncology (ASCO®) Annual Meeting, taking place May 31 to June 4 in Chicago. More than 50 abstracts, including 11 oral presentations, will be presented from Pfizer’s broadened portfolio of approved and pipeline therapies across the company’s key tumor areas and core scientific modalities, including small molecules, antibody-drug conjugates (ADCs) and bispecific antibodies. “We are excited to participate in our first ASCO A...

Dan Salmon ... (+2)
  • Dan Salmon
  • Emily Stykes

Amazon.com (AMZN, Buy, raising target to $235 from $224) AWS Gen AI re...

What’s New: We review the setup for the stock and key controversies, including: 1. Revenue growth at AWS and the impact of egress fee elimination and gen AI revenues 2. Progress on retail margins and expected future path, including International 3. Potential new disclosures or capital allocation changes, including capex 4. Cost-cutting across the organization and AMZN’s philosophy of experimentation We also review what to listen for on the earnings call, our top questions for management, and pot...

 PRESS RELEASE

U.S. FDA Approves Pfizer’s BEQVEZ™ (fidanacogene elaparvovec-dzkt), a ...

NEW YORK--(BUSINESS WIRE)-- Pfizer Inc. (NYSE: PFE) announced today that the U.S. Food and Drug Administration (FDA) has approved BEQVEZ™ (fidanacogene elaparvovec-dzkt) for the treatment of adults with moderate to severe hemophilia B who currently use factor IX (FIX) prophylaxis therapy, or have current or historical life-threatening hemorrhage, or have repeated, serious spontaneous bleeding episodes, and do not have neutralizing antibodies to adeno-associated virus serotype Rh74var (AAVRh74var) capsid as detected by an FDA-approved test. BEQVEZ is a one-time treatment that is designed to ena...

Wedbush Research
  • Wedbush Research
2454 MEDIATEK INC.
DPZ DOMINO'S PIZZA INC.
SHAK SHAKE SHACK INC. CLASS A
WING WINGSTOP INC.
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
VLY VALLEY NATIONAL BANCORP
TXRH TEXAS ROADHOUSE INC.
TSCO TRACTOR SUPPLY COMPANY
SKX SKECHERS U.S.A. INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MCD MCDONALD'S CORPORATION
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FFWM FIRST FOUNDATION
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EWBC EAST WEST BANCORP INC.
EAT BRINKER INTERNATIONAL INC.
DENN DENNY'S CORPORATION
CUBI CUSTOMERS BANCORP INC.
CTMX CYTOMX THERAPEUTICS INC.
COLB COLUMBIA BANKING SYSTEM INC.
CMRX CHIMERIX INC
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BPMC BLUEPRINT MEDICINES CORP.
AXTI AXT INC.
BJRI BJ'S RESTAURANTS INC.
CFR CULLEN/FROST BANKERS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
MRSN MERSANA THERAPEUTICS
GTHX G1 THERAPEUTICS
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
AVGO BROADCOM INC.
SRRK SCHOLAR ROCK HOLDING CORPORATION
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
RVMD IDEAYA BIOSCIENCES
BDTX REVOLUTION MEDICINES
ITOS BLACK DIAMOND THERAPEUTICS
ORIC ITEOS THERAPEUTICS
ZNTL ORIC PHARMACEUTICALS
BEAM ZENTALIS PHARMACEUTICALS
COGT BEAM THERAPEUTICS
IMNM COGENT BIOSCIENCES INC
VOR IMMUNOME
NUVB VOR BIOPHARMA
DAWN NUVATION BIO INC (A)
ELEV DAY ONE BIOPHARMACEUTICALS INC
FHTX ELEVATION ONCOLOGY
STX FOGHORN THERAPEUTICS
IKNA SEAGATE TECHNOLOGY HLDGS PLC
TCRX IKENA ONCOLOGY INC
HOWL TSCAN THERAPEUTICS INC
GLUE WEREWOLF THERAPEUTICS INC
GFS MONTE ROSA THERAPEUTICS INC
CMPX GLOBALFOUNDRIES INC
GMTX COMPASS THERAPEUTICS
JANX GEMINI THERAPEUTICS INC
TYRA JANUX THERAPEUTICS INC
HR TYRA BIOSCIENCES INC
NUVL HEALTHCARE TRUST OF AMERICA INC.
BOLD NUVALENT INC
AUDENTES THERAPEUTICS
 PRESS RELEASE

Altria Reports 2024 First-Quarter Results; Reaffirms Full-Year Guidanc...

RICHMOND, Va.--(BUSINESS WIRE)-- Altria Group, Inc. (NYSE: MO) today reports our 2024 first-quarter business results and reaffirms our guidance for 2024 full-year adjusted diluted earnings per share (EPS). “We made meaningful progress in pursuit of our Vision, and our highly profitable traditional tobacco businesses continued to perform well in a challenging environment,” said Billy Gifford, Altria’s Chief Executive Officer. “In spite of the absence of an effective regulatory environment, we saw continued early momentum from NJOY and believe our businesses are on track to deliver against ful...

 PRESS RELEASE

Pfizer Declares Second-Quarter 2024 Dividend

NEW YORK--(BUSINESS WIRE)-- Pfizer Inc. (NYSE: PFE) today announced that its board of directors declared a $0.42 second-quarter 2024 dividend on the company’s common stock, payable June 14, 2024, to holders of the Common Stock of record at the close of business on May 10, 2024. The second-quarter 2024 cash dividend will be the 342nd consecutive quarterly dividend paid by Pfizer. About Pfizer: Breakthroughs That Change Patients’ Lives At Pfizer, we apply science and our global resources to bring therapies to people that extend and significantly improve their lives. We strive to set the stan...

Amazon.com, Inc.: Key facts and statistics - 2023

A summary company profile, detailing Amazon.com, Inc.’s business operations and financial highlights.

 PRESS RELEASE

NCS Multistage Holdings, Inc. Schedules First Quarter 2024 Earnings Re...

NCS Multistage Holdings, Inc. Schedules First Quarter 2024 Earnings Release and Conference Call HOUSTON, April 23, 2024 (GLOBE NEWSWIRE) -- NCS Multistage Holdings, Inc. (“NCS” or the “Company”) (NASDAQ:NCSM) will host a conference call to discuss its first quarter 2024 results on Thursday, May 2, 2024 at 7:30 a.m. Central Time (8:30 a.m. Eastern Time). NCS will issue its first quarter 2024 earnings release the evening prior to the conference call. The conference call will be available via a live audio webcast. Participants who wish to ask questions may register for the call to receive ...

Matthew Weiss ... (+5)
  • Matthew Weiss
  • Michael Gerbino
  • Michael Pachter
  • Scott Devitt
  • Seth Basham
Matthew Weiss ... (+5)
  • Matthew Weiss
  • Michael Gerbino
  • Michael Pachter
  • Scott Devitt
  • Seth Basham
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