Jefferies: Wall Street’s Expectation That NVIDIA Would Earn $200 Billion In Revenue In 2025 Assumes “Overly Aggressive ASPs”

Jefferies: Wall Street’s Expectation That NVIDIA Would Earn 0 Billion In Revenue In 2025 Assumes “Overly Aggressive ASPs”

This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy. A hint of circumspection around NVIDIA appears to be creeping into… Article Source https://wccftech.com/jefferies-wall-street-expectation-that-nvidia-would-earn-200-billion-in-revenue-in-2025-assumes-overly-aggressive-asps/

DOJ antitrust win over Google will ‘very likely’ kill $25B iPhone search deal with Apple: Jefferies

DOJ antitrust win over Google will ‘very likely’ kill B iPhone search deal with Apple: Jefferies

Google is “very likely” to be barred from paying billions of dollars each year to Apple to ensure its search engine is enabled by default on iPhones after its stunning loss to the Justice Department in a landmark antitrust trial,… Article Source https://nypost.com/2024/10/17/business/doj-win-over-google-will-very-likely-kill-25b-iphone-deal-jefferies/

The Justice Department will ‘very likely’ kill Google’s billion-dollar deal to be the default search engine on iPhones, Jefferies predicts

The Justice Department will ‘very likely’ kill Google’s billion-dollar deal to be the default search engine on iPhones, Jefferies predicts

Analysts at Jefferies say it’s “very likely” the U.S. Department of Justice will ban Google’s longtime search deal on iPhones, a decision Jefferies predicts could sink Apple’s stock by as much as 11%. Google has been at the center of… Article Source https://fortune.com/2024/10/16/apple-google-search-deal-antitrust-doj-jeffries/

Apple Faces Potential Google Income Loss Amid Antitrust Action, Says Jefferies

Apple Faces Potential Google Income Loss Amid Antitrust Action, Says Jefferies

CUPERTINO, Calif., Oct. 16, 2024 Investment resarch firm Jefferies believes that if the Department of Justice’s antitrust action against Google (GOOG, Financial) turns out to be successful, Apple (AAPL, Financial) could lose to one-third of its… Article Source https://finance.yahoo.com/news/apple-faces-potential-google-income-191821874.html

Jefferies: Oracle Continues to Experience Strong Demand, Despite Conclusion of xAI Discussions – TipRanks.com

Jefferies: Oracle Continues to Experience Strong Demand, Despite Conclusion of xAI Discussions – TipRanks.com

In a recent report, Jefferies analyst Brent Thill maintained a Buy rating and a price target of $150 for Oracle (ORCL) following news from The Information that Elon Musk’s xAI and Oracle had ceased discussions regarding a potential $10 billion AI server deal. Despite this development, Thill confirmed that the deal was not included in … Read more

Jefferies Raises Amazon Stock Target Due to Strong AWS and Advertising Trends – StreetInsider.com

Jefferies, a well-respected financial services company, recently increased their target stock price for Amazon due to the strong performance of two key areas: Amazon Web Services (AWS) and advertising. This move reflects their confidence in the company’s ability to continue growing and generating revenue. AWS, Amazon’s cloud computing division, has been a major contributor to … Read more