Analysis

WASHINGTON, April 9 (Reuters Breakingviews) - Conflicts in the 20th century made U.S. defense companies the armorers to the world. The trade war waged by President Donald Trump threatens to diminish their status. Shock tariffs compound schisms with allies over Ukraine, Greenland ...

While global stock markets have been disrupted by U.S. tariff hikes, the IPO of CoreWeave has become a key focus of attention.

TradingKey - CoreWeave Revenue soared from $15.8M in 2022 to $1.92B in 2024, with a staggering 80% CAGR projected through 2026.

TradingKey - Alibaba Cloud’s non-GAAP revenue grew 11% YoY, with AI products posting triple-digit growth for six straight quarters, driven by surging enterprise inference demand.

TradingKey - Visa Q1 FY25 revenue rose 10% YoY to $8.8B, led by strong growth in international transaction fees (+14%) and data processing revenue (+9%).

NEW YORK, April 8 (Reuters) - A dramatic U.S. stock slide is fanning fears of even more dire scenarios for the market, as investors weigh the potential for a prolonged global trade war and a much dimmer corporate profit outlook.

TradingKey - Block is a leading global financial technology company. GPV growth slowed to 10% due to U.S. market saturation (6.9% growth in Q4 2024) and competition from Clover and Toast; international markets and lending (22% of gross profit) offset declines. Growth stalled with monthly active...

TradingKey - Pfizer’s non-COVID portfolio grew 12% in 2024, led by a 65% surge in Vyndaqel sales and 26% oncology revenue growth.

TradingKey - ASML generated €28.3B revenue and €7.6B net income in 2024, with 77% from system sales and 16% YoY growth in recurring services.

Marvell's AI ASICs deliver efficiency benefits but contend with constrained market share (10-15%) and concentrated demand.

TradingKey - Unity Software (U) was founded in 2004 and headquartered in San Francisco, California.   Unity is a leading real-time 3D content creation platform but faces challenges in revenue due to past policy missteps such as the failed Runtime Fee policy.

TradingKey - Palo Alto is the biggest player in the area of network cybersecurity. The revenue growth of the company has been slowing down in the last year due to an aggressive discounting policy, which is a consequence of revamping their sales approach from selling stand-alone products to...

TradingKey - In the crowded space of semiconductor giants, Micron Technology (NASDAQ: MU) has emerged quietly among the most crucial providers to the generative AI revolution.

TradingKey - In the hyperscalers' quest to capture the AI infrastructure market, there have been few names with vision, velocity, and transparency to match Nebius Group.

TradingKey - TSMC controls over 90% of global 3nm and 5nm chip production, making it an irreplaceable supplier in AI and high-performance computing.

TradingKey - Netflix’s 2024 free cash flow hit $6.9B, projected to rise to $8B in 2025, outpacing rivals with 27% operating margins.  

TradingKey - 2024 net sales hit $638B (+11% YoY), but operating income surged 86% to $68.6B, shifting Amazon’s focus to margin expansion.

TradingKey - Apple trades at 30.17x forward P/E vs. sector median of 2.76x, raising concerns about growth justification.

TradingKey - Microsoft’s AI revenue run rate exceeded $13B, growing 175% YoY, with Azure AI contributing 13 percentage points to Azure’s 31% YoY growth.

TradingKey - Despite higher interest rates in the US over the past few years, what has been keeping the S&P 500 Index heading higher during this time has been the earnings picture.