INTC:NAS The U.S. government is expected to invest $3.5B in Intel to make advanced semiconductors for military and intelligence programs. The money is part of the larger $39B Chips and Science Act grant pool aimed at boosting U.S. semiconductor manufacturing.
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Our Algo Engine generated a buy signal in Bitcoin on 23/1/2024, and the trade is up 53% after 36 days.
ZM:NAS fourth quarter total revenue of $1,146.5 million, up 2.6% year over year. Fourth quarter Enterprise revenue of $667.3 million, up 4.9%.
Total cash, cash equivalents, and marketable securities, excluding restricted cash, as of January 31, 2024 was $7.0 billion.
We’re seeing an increase in the number of holdings in the US NASDAQ 100 Trade Table.
We’re seeing an increase in the number of holdings in the US S&P100 Trade Table.
Monday, February 26 – Workday, Li Auto), Domino’s Pizza, and Zoom Video.
Tuesday, February 27 – Lowe’s, American Tower, AutoZone, and eBay.
Wednesday, February 28 – Salesforce, Royal Bank of Canada, Baidu, HP, and Snowflake.
Thursday, February 29 – Anheuser-Busch InBev, Toronto-Dominion Bank, Dell Technologies, and Autodesk.
Friday, March 1 – Plug Power and fuboTV.
Investors will closely watch the results of artificial intelligence darling Nvidia, which is due to report on Wednesday.
Data center related product revenues make up 80.1% of the overall revenue mix. NVIDIA is trading at near-peak market capitalization levels at $1.8 trillion. However, its 1-yr fwd PE levels are near 5-yr trough levels at 36.8x.
NVIDIA’s has 2 key product segments: Graphics; which primarily relates to graphics processing units (GPU)s used in gaming, and PCs Compute & Networking; which includes chips used for high performance computing in data center, networking, automotive, robotics and also special-purpose cryptocurrency mining uses.
The key growth driver for the company right now is in the Compute & Networking segment, which has seen an explosion in growth:
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