BUZZ-Citi XPO reytingini “Sotib olish” ga oshirdi, bozor ulushi o‘sishi va kuchli narxlash qobiliyati tufayli

Applied Digital (APLD.O) birinchi kvartalda daromadini to'rt martadan ko‘proqqa oshirdi, biroq kompaniya investitsiyalarni kuchaytirgani sababli sof zarar o‘tgan yilga nisbatan kengaygan. Dallas, Texasda joylashgan kompaniya data markazlarini qurish va boshqarish orqali sun’iy intellekt hamda boshqa yuqori unumli hisoblash vazifalarini qo‘llab-quvvatlaydi. Chorshanba kuni, savdo yakunidan keyingi kuchli tebranishlar davrida kompaniyaning aksiya narxi qariyb 2% oshdi. LSEG ma'lumotlariga ko‘ra, birinchi kvartal daromadi o‘tgan yilgi $80.9 milliondan $341.9 millionga ko'tarildi va bu analitiklarning o‘rtacha prognozi $133.8 milliondan ancha ko‘p. Oddiy aksiyadorlarga to'g‘ri kelgan sof zarar $221 million, ya’ni har bir aksiyaga $0.76 ni tashkil etdi; o‘tgan yil shu paytda zarar $18.5 million (har bir aksiyaga $0.07) edi. 2023-yilning 31-avgustiga kelib, Applied Digitalda $370 million naqd pul, naqd ekvivalentlar va cheklangan naqd mablag‘lar bor, shuningdek $640 million qarzga ega. Joriy kvartalda umumiy xarajatlar va harajatlar o‘tgan yilgi $90.7 milliondan $404.3 millionga oshdi. Applied Digital xarajatlarning oshishini mijozlarning data markazlariga tayyorlov xarajatlari, aksiyalar bo‘yicha kompensatsiya va kompaniyaning AI infratuzilmasini kengaytirishi sababli foiz xarajatlarining oshishi bilan izohladi. "Biz uzoq muddatli o‘sishga e’tibor beramiz va yirik, barqaror AI zavodlar komplekslarini qurishga qat’iy bel bog‘laganmiz hamda AI sohasida yetakchi bo‘lgan, ishonchli, birinchi darajali investitsiya kompaniyalar bilan uzoq muddatli, yuqori sifatli shartnomalar tuzamiz," dedi bosh direktor Wes Cummins bayonotida. (Quyidagisi Reuters tomonidan avtomatik tarjima qilingan va o‘quvchilarga qulaylik uchun taqdim etiladi. Avtomatik tarjima xatoliklar yoki kontekst yetishmasligi tufayli aniq bo‘lmasligi mumkin va Reuters bu matnning to‘g‘riligiga kafolat bermaydi. Avtomatik tarjima xizmati foydalanishi natijasida yuzaga keladigan zarar yoki yo‘qotishlar uchun Reuters javobgar emas.)

Reuters, October 7 – Chip maker Wolfspeed (WOLF.N) announced on Wednesday that it had received a conditional loan commitment of up to 1.5 billions USD from the US Department of Defense for expanding domestic production of silicon carbide materials and power devices. The news pushed up the company’s share price by 27% in after-hours trading. Wolfspeed uses silicon carbide for manufacturing chips that are more energy efficient and are widely used in electric vehicles, solar inverters, and industrial power systems requiring large-scale power conversion. The company stated that the 30-year conditional loan provided by the Department of Defense’s Office of Strategic Capital reflects its efforts to optimize capital structure and stabilize financial foundations. Wolfspeed plans to use the funds to upgrade its gallium nitride technology to meet the needs of next-generation communication infrastructure and electronic warfare systems, as well as to develop radiation-resistant capabilities. The financing is still subject to due diligence, signing final agreements, government approval, and other conditions. According to the proposed terms, Wolfspeed must issue warrants to the Department of Defense, allowing it to purchase up to 7.5% of Wolfspeed's fully diluted equity. (Note: Reuters provides automated translations into several other languages for the convenience of non-English speakers. Since automated translation may be inaccurate or lack contextual nuance, Reuters does not guarantee the accuracy of the translated text and accepts no responsibility for any damages or losses arising from the use of automated translation.)

Levi Strauss (LEVI.N) 7-oktabrda yillik foyda prognozini oshirdi, bu kompaniya tarifalarning qayta to'lanishi hamda yuqori darajadagi jinsilarining bayram mavsumida kuchli talabga ega bo'lishiga mojaroga qildi. Kompaniya aksiyalari hisobotdan so'ng qisqa muddatli 7% o'sishdan keyin savdo yakunida 1.3%ga tushdi. Brend uchinchi chorakda, 30-avgustda yakunlangan davrda, International Emergency Economic Powers Act asosida $79 million tarifadan qayta to'landi va bu yil taxminan $60 millionni reklama uchun sarflashni rejalamoqda. To'g'ridan-to'g'ri savdo biznesining ayni chorakdagi bir xil do'kondagi savdo hajmi o'smadi. CEO Michelle Gass iste'molchilarga inflatsiya bosimi kuchaygani sababli AQSh bozoridagi savdo pastlaganini va bu natijada biznes kutilganidan pastroq natijaga erishganini ta'kidladi. Biroq, jinsilar ishlab chiqaruvchisining ayollar uchun mahsulotlari hamda keng jinsilar talabi, shuningdek mahsulot qatori jinsidan futbolka, yubka va ko‘ylakgacha kengaygani muhim yutuqqa aylandi. Mustaqil savdo bo‘yicha maslahatchi Bruce Winder to'g'ridan-to'g'ri iste'molchiga savdo kutilganidan past bo'lganini, hamda yoqilg'i narxlari yuqori bo'lib, AQSh bozorida muammolar saqlanib qolayotganini izoh berdi. Levi Strauss yillik organik daromad o'sishi prognozini 6%ga, oldingi 5.5%–6% prognoz diapazonining yuqori chegarasiga oshirdi. Kompaniya to'liq yil uchun tayyorlangan har bir aksiya foydasi prognozini oldingi $1.46–$1.52 dan $1.54–$1.56 ga ko'tardi. London Stock Exchange Group (LSEG) ma'lumotlariga ko'ra, 30-avgustda yakunlangan chorakda sof daromad 4%ga oshib $1.61 billions ga yetdi, bu $1.62 billions prognozga yaqin. Kompaniya chorak davomida tayyorlangan har bir aksiya foydasi 48 cent bo'ldi, tahlilchilarning oldingi prognozi esa taxminan 36 cent edi.