michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you, Daniel. I wouldn't speak about change, but reinforce conviction first of all that those are the key five pillars of growth for QIAGEN, and the good ones. You remember, in December, we explained that out of a total of $11 billion, total market addressable by QIAGEN solution, those five pillars only cover at least $6 billion of those $11 billion, first point. Second, we saw a significant acceleration of market penetration for at least two of the solutions, QIAstat and NeuMoDx. And so, this is where I insist that COVID-19 is basically triggering an acceleration of already existing business cases for QIAGEN. But as you know, post-pandemic, we have other menus on those two platforms to make sure that we can continue to grow in a healthy way.
For QIAcuity, we are extremely satisfied with a very, very good first three months of launch. We achieved, as we said, 200 purchase orders, of which 75% have already been placed at customers. And we have very strong ambition, at least as we said before 600 for this year. So in a nutshell, COVID tailwind sample tech, QIAstat, NeuMoDx, are absolutely non-COVID dependent, because initially digital PCR was launched for life science. We are already -- we are now implementing this wastewater solution. But initially digital PCR was really a life science, non-COVID-related. We see strong performance, and we see this continuing around 2021. We don't see this deceleration, and we see increasing rate of placement.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, Jeff. If you look at the year-over-year in the fourth quarter. Most of that increase was due to the Brazilian tax credits that occurred in the fourth quarter. Aside from that, the remaining increases were due to higher comp and incentives, including stock-based compensation. We had a higher environmental expense in the quarter. And then we took the opportunity in the fourth quarter as we saw a stronger sales than what we had guided to. Our guidance, as you recall, was ought to be up 3% to 7%. We ended up above the high end of that range at a little bit over 9%.
So to -- some of the spending we delayed in IT infrastructure and some of the digital initiatives across the enterprise, we put some money back in there that drove that increase up a little bit. That was partially offset by a decrease in integration costs. If you look at our outlook for 2021, my expectation is interest expense will be pretty flat year-over-year. And then I would expect to be flat to down slightly on admin for the rest of the year.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Great. Thank you. Good morning, guys. Hey, I had a question on chassis availability on both sides of the business.
I mean, obviously, components can be worked around, but you can't build without a chassis. So how does that look?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you, Stephen.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Richard, if inflation stays up in that 2.5% to -- I'm sorry, 3.5% to 4.5% range over the next couple of quarters, would you expect that LIFO charge to be about $30 million per quarter? Or should we -- could we adjust it per week or -- years ago, you used to have that charge every quarter or sometimes of credit. Just wondering how we handle that from here.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
[Speech Overlap] I got too excited -- I got little excited here to answer the deposit question. On -- I think in terms of Amerant Mortgage, one of the things we've elected to and you know, the thought here is be opportunistic. The team identified a group of folks that can really contribute to future earnings. And so when I gave the reference of adding a team, the impact is, we're going to bring a team of over 22 people on -- in the fourth quarter. We've got eight already on board with 22 in total that we expect to be here. So I would tell you, fourth quarter will continue to be an investment in terms of making 2022 the beginning of breakeven and then contribution to profitability. But in this particular space, we're excited, we're a little behind where we were wanted to be when we didn't get to open until late May. But I think at this stage, we're very excited about all the work that's gone into the infrastructure build. And we want to just continue to be opportunistic, where we can build this out effectively and efficiently for the future.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Well, I think that we are obviously in very close contact with our customers trying to understand the instantaneous speed of their business, both in terms of new fab construction projects, as well as the level of fab activity. To put that in context, I mean, going into Q4, we expect in fact sequential decline in the industry. We expect that MSI will be down. We expect that capex will be sequentially down modestly and in spite of that, we expect demand for products to continue to accelerate and we expect to outperform the industry as a result of that, in spite of some of the supply chain issues that we expect to encounter in Q4. So it is a very dynamic environment. There are also certain issues coming from our supply partners. And you are right that we are also increasingly watching supply chain constraints that could impact the output from --for our customers and then, obviously, have an impact on the demand for our products and we are trying to factor all of that into our Q4 guidance.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
You bet.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Jeff Dierks, you want to handle the question from Graig?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
We will -- at -- again, we don't comment on any of those types of discussions, Jordan, but we are committed to shareholder value return.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. It's interesting. Kevin Sagara is with us on the call as well. But when I was at SDG&E, I remember looking at some of the old strategy books from 1987 and 1990, and there was an embodying focus on making sure that bills did not get too high. This is something that we've been very focused on over multiple decades to make sure that the value of what we're providing is consistent with the value of what they're receiving. And I will tell you we have relatively high rates in California.
We expect those rates to go higher because of the need of capital spending. But what's most important, and people miss this sometimes, is our bills are well below the national average. That's largely because you have very moderate weather here. So many parts of the year, many parts of San Diego don't even have air conditioning. So because of the moderate weather, because of the commitment to energy efficiency across the state, you're incentivizing customers to use less. And as you do that, the per-unit cost of electricity goes up, right? So rates probably continue to go up. We try to do everything possible to make sure that we meet those needs with energy efficiency and come up with programs to help people save on their bills. But right now, the annual bill is below average for the United States.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, Peter. I think one thing you got to consider when you are thinking about third quarter growth versus fourth quarter growth is we typically in the US, there is a housing cycle where the third quarter dips. So we would have certainly seen that in the prior year. This year that did not occur. Coming out of COVID the market has been strong straight through. And so you would have seen our volume in North America grow in Q2 grow again in Q3 and grow again in Q4. If I'm talking [Indecipherable] whereas in the prior year, you would have had that normal seasonal dip in Q3, but that if you're looking at our Q3 growth versus our Q4 growth that explains part of it.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks for that question, George. I've really enjoyed my time on the carrier side, and it's been interesting already just in the first week. I have reached out to a few of my carrier relationships. In fact, I had a call as recent as Friday with one of our carrier partners.
And those carrier relationships are critically important. And I would say, the state of the state of those relationships are good, and I intend to make them great. And what I mean by that is to make sure that we are performing consistent with our expectations and needs, consistently and always in lockstep. It's a really critically important partnership.
They need an organization, organizations like eHealth, to meet their needs. Pretty much all the majors are building omnichannel distribution capabilities, but they need that flex -- they need the ability to flex because they can't -- they don't want to have the sort of the fixed cost of having a distribution capability like eHealth or our competitors. So -- but they also want to make sure that it's done in a manner that is consistent with CMS requirements in terms of the compliance. And there in lies some of the challenges over the past year.
So our job is to get off the radar in that area in terms of the CTMs, and I'm quite confident we will do that.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Mark, we did this last time. And when I went back, and I thought about it, I thought crossed in my mind that you're [Indecipherable] for the paper industry. One thing I feel really good about is the paper guys are never going to find a way to package carbonated beverages. But however your point, your question is a good question, and you and I had a disagreement on whose responsibility it is. No doubt the government is going to make it either our responsibility, or the customer's responsibility, because we don't vote in elections.
Individuals vote in elections, but if consumers who are individuals don't start properly handling, or disposing of products that have real value. If aluminum has real value, then you're going to have. We're going to find a different answer, but we have talked in the past about higher recycling rates in deposit states versus non-deposit states and I don't really want to get on one side, or the other of that issue, because some of our customers have strong feelings of that. However my view is that if we're going to have deposits for aluminum cans, you better start having deposits for everything else that goes into the way stream. It's not fair to pick on one substrate.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. It's still pretty early in the process. But yes, our view right now is that from what we're hearing from the OEMs, the semiconductor challenge and production challenge still sticks around through the first half of the year and then really improves in the second half. So if truck production is limited, it's going to be hard to get used truck inventory into the market, right? Because the inventory is created by a replacement. When a new truck comes in, the used truck goes into the market that it's replacing. So without new trucks coming into the market, you're going to have a constrained used truck market at least for a period of time. I mean there could be some seasonal adjustments in the first quarter. We may see a little bit come in. But I think overall, we'll continue to be pretty constrained. And we get into the second half then, if production ramps up, you'll see, certainly, the year over year comps get a lot tougher, but you'll also see maybe some of the pricing coming down. I'm sorry, let me just add that. The net of that, I would say, since prices have risen so much this year and are at much higher levels now. The net of all that is, on average, we think pricing will be flat to up. because it's coming from a very high level right now.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Let me answer the first part about Ovation, then I'll turn it over to Kevin to address the financial part of it. The GSD Ovation is basically available in terms of upgrades to our installed base of legacy tools, namely the high current and the high-energy tools. It provides our customers with a path forward for improved performance on the tools that they already have. It can be ordered as a separate configuration. But I think the main benefits we're going to see is through these upgrades that we have. So it's something that is important, but it's really part of the ongoing investment in innovation that we're making in that aftermarket business and because the mature process technology segment is so strong, and we have such a very large install base there. This is a really good investment for Axcelis to be able to continue to drive growth in that area with our customers.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Please allow me to just give an update on that. It's Malcolm here. So, in fact, new business coming in has been a combination of brand-new customers. So we've had some really exciting new customers coming in, big whale type of size contracts with established customers and brand new customers. And also, we brought in, in the quarter, the acquisition, the tactical acquisition of the K&N business. And that's come with some real blue-chip customers.
Just to remind, that came with new verticals. So, in tech, in e-comm, food services and beverages. And we've seen very strong synergies coming from that project. We've also seen a lot of synergies coming from customers. There must have been a pent-up demand in those verticals, because we've seen a very large sales flow of new opportunities coming into us. And lastly, really, we've renewed and reviewed through some of the existing agreements. So, those have all been margin accretive. And I think that really given the background that you're describing.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you very much. Just a broader macro question. Curious if your thoughts around the New York office market have changed at all. Are you looking at deals in the New York office market? Are you inclined to participate in such deals? What are your thoughts there?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think very solid. I mean, we're talking to the retailers all the time, we'll get to see them in a few weeks at Fannie. But they're hunkering for goods and they're hunkering for the right goods. And as we've talked about, our brands are playing in the right space and also some of the competitors have made some decisions to exit some of the retailers, which has also provided shelf space for us. So I think we feel extremely confident that the orders we have will be followed through on.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. It is.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi, Jerry. This is Robin. I don't know if you've noticed that when we say what kind of company Baidu is, we say that we are a leading AI company with strong Internet foundation. That means that we can not only benefit from the investments we did over the past like 10 years to more -- to get into more new businesses like intelligent driving and smart cloud, we also can leverage our AI capability to better monetize our strong user base we accumulated over the past for like 20 years.
If you compare the Baidu mobile ecosystem with other leading mobile ecosystems in China, you notice that we are probably one of the very few that has online marketing revenue as the majority of total revenue. This is not a very reasonable situation. Our tens of millions of users can enjoy other kind of services of Baidu not just clicking on that, they can pay for premium content, they can do e-commerce transactions, they can play games, they can watch live streaming and tip their influencers.
There are a lot of things we can do and as we deploy more closed-loop user experience, we think that the Baidu App and as we leverage our AI algorithms to better recommend services and better understand user's needs, we can monetize the strong user base through multiple ways. That's how we look at this landscape.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Let's see, the total at the end of period is $486, we were $473 at the end of the year. I don't have an average in front of me, but you can do a straight line there.

    Prediction (one of UP, DOWN, SAME): SAME