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Stock impact report

Nvidia expected to beat, guidance will be key: Evercore [Yahoo! Finance]

Banco Macro S.A. ADR (representing Ten Class B Common Shares) (BMA) 
Last banco macro s.a. adr (representing ten class b common shares) earnings: 2/19 05:15 pm Check Earnings Report
Company Research Source: Yahoo! Finance
Notably, only 5% of U.S. businesses currently utilize AI, according to Evercore. Moreover, hyperscale capital expenditures, which have been closely linked to semiconductor sales, are expected to slow down in the second half of 2024. As AI continues to expand its influence across various sectors, periods of market weakness are seen as buying opportunities. Signs of AI making inroads into traditionally difficult-to-automate sectors, such as retail, are emerging, strategists said, highlighting Walmart's use of GenAI to enhance productivity. Evercore said its Strategy team has updated its list of “AI Revolutionaries,” which includes companies that are showing increasing mentions of AI, improving earnings per share (EPS), and offering attractive relative valuations. Nvidia, Coca-Cola (NYSE:KO), and State Street (NYSE:STT) are on the list. Small-cap stocks and companies with significant buyback exposure are also included. Nvidia will report its second-quarter earnings for fiscal 20 Show less Read more
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