Stock Market Nerd – 市场要闻 – 2024 年 4 月 20 日

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Stock Market Nerd – 市场要闻 – 2024 年 4 月 20 日

  • TD Cowen 在对首席信息官CIO进行看涨调查后,认为Datadog (DDOG) 本季度的盈利有望超过预期。
  • 对于Shopify (SHOP), 加拿大皇家银行(RBC) 的渠道调查和摩根士丹利(Morgan Stanley)对该公司未来 6 年 20% 的收入复合增长率的信心,促成了本周发布的两份看涨报告。
  • Duolingo (DUOL) 将于本季度被纳入标准普尔中型股 400 指数。
  • MercadoLibre (MELI)今年将在巴西招聘 6,500 名员工。 这表明,随着该公司向该市场倾斜,其招聘速度年同比增长了近 30%。
  • Lululemon (LULU) 正在关闭规模较小的配送中心,以便合并到规模更大的设施中。 约 100 人将因此下岗。
  • 迪斯尼(DIS) 的迪斯尼乐园扩建项目获得了 Anaheim市议会的批准。
  • 瑞银认为,亚马逊、微软和谷歌的云计算支出将继续保持稳定。 它认为,三家公司本季度的业绩将略微超出预期。 欧盟还批准了微软提出的 130 亿美元 OpenAI 投资计划。

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