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 PRESS RELEASE

Costco Wholesale Corporation Announces an Increase in Its Quarterly Ca...

Costco Wholesale Corporation Announces an Increase in Its Quarterly Cash Dividend ISSAQUAH, Wash., April 16, 2025 (GLOBE NEWSWIRE) -- Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: COST) today announced that its Board of Directors has declared a quarterly cash dividend on Costco common stock and approved a quarterly increase from $1.16 to $1.30 per share, $5.20 on an annualized basis. The quarterly dividend is payable May 16, 2025, to shareholders of record at the close of business on May 2, 2025. Costco currently operates 904 warehouses, including 623 in the United St...

Pierre FerraguÊ
  • Pierre FerraguÊ

Nvidia: H20 exports to China banned. Walking on eggs.

Nvidia announced overnight that it will require a license to export H20 GPUs to China

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
Daniel Ives ... (+4)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
Pierre FerraguÊ
  • Pierre FerraguÊ

Tariffs – How would a recession affect our coverage?

The tariffs announced by the Trump administration in the last two weeks have resulted in major swings in the stock market and broader concerns regarding the global economy. We developed a framework to understand the situation and interpret its daily evolution last week and follow up today with an initial perspective on potential macro implications.

 PRESS RELEASE

NVIDIA Blackwell GeForce RTX Arrives for Every Gamer, Starting at $299

NVIDIA Blackwell GeForce RTX Arrives for Every Gamer, Starting at $299 GeForce RTX 5060 Family Transforms Ordinary PCs Into Next-Generation Gaming Rigs SANTA CLARA, Calif., April 15, 2025 (GLOBE NEWSWIRE) -- NVIDIA today announced the NVIDIA GeForce RTX™ 5060 family of GPUs, including two graphics cards that deliver neural rendering and NVIDIA Blackwell architecture innovations for every gamer — starting at just $299. The GeForce RTX 5060 Ti and RTX 5060 graphics cards feature , full ray tracing, neural rendering and technologies for exceptional performance and image quality. “The RT...

Pierre FerraguÊ
  • Pierre FerraguÊ

Tariffs: Smartphones, PC, semicap equipment, and others excluded - Our...

As a follow-up to the baseline thesis we published on Friday about U.S. tariffs, we provide below our assessment of latest developments announced on Friday.

Pierre FerraguÊ
  • Pierre FerraguÊ
Pierre FerraguÊ
  • Pierre FerraguÊ

Getting over Tariffs – Step back. Rethink. Move on.

Swings observed in the last 10 days has been second to none. The Great Financial Crisis and Covid didn’t get us in a worst spot. Make no mistake: The markets are panicking today even more than when the world came to a COVID standstill, with the individual contributors to the vast majority of the world’s GDP locked down. How reasonable is that? Very little, in our view. The polarization of the political landscape has created a global brain freeze. Few analyses calmly assess the U.S. administrati...

 PRESS RELEASE

Costco Wholesale Corporation Reports March Sales Results

Costco Wholesale Corporation Reports March Sales Results ISSAQUAH, Wash., April 09, 2025 (GLOBE NEWSWIRE) -- Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: COST) today reported net sales of $25.51 billion for the retail month of March, the five weeks ended April 6, 2025, an increase of 8.6 percent from $23.48 billion last year. Net sales for the first 31 weeks were $158.87 billion, an increase of 8.3 percent from $146.64 billion last year. Comparable sales for the periods ended April 6, 2025, were as follows:   5 Weeks 31 Weeks  U.S.7.5% 7.0%  Canada4.1% 4.9%  Other I...

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