Market

Monday's market sell-off highlights the importance of Big Tech earnings for the bull market, with Nvidia, Microsoft, and Alphabet stocks dropping after AI competitor DeepSeek's developments raised concerns.

Published on: January 27, 2025, 06:01 PM UTC

Big Tech earnings growth concerns sparked a market sell-off, with Nvidia (NVDA) dropping over 16% and other tech giants like Microsoft (MSFT) and Alphabet (GOOG) also falling as investors question whether exceptional earnings growth will continue.

Published on: January 27, 2025, 06:00 PM UTC

Tax season has officially kicked off and the IRS has some new programs and rules in store. Direct File is now available in 25 states and has been upgraded with new features, including the ability to automatically import W-2 information and handle more tax circumstances. Gig workers and small business owners may receive a 1099-K form this year, as reporting requirements for third-party payment apps have changed. The standard deduction has increased, making it less likely that taxpayers will need to itemize their deductions.

Published on: January 27, 2025, 06:00 PM UTC

Chinese AI startup DeepSeek released a new generative AI model called R1, which is cited as more cost-effective than Western models. This news caused a sell-off in AI stocks, with Nvidia, AMD, and Broadcom all dropping significantly. Analysts are questioning whether the Western world's gargantuan spending on AI infrastructure is necessary.

Published on: January 27, 2025, 05:04 PM UTC

Casual dining chains like Chili's, Olive Garden, and Texas Roadhouse are competing to become the go-to for special occasions as consumers return to pre-COVID habits. Despite industry fragmentation, brands that use scale, marketing, and technology to boost their "competitive advantage" have big market share opportunities. Chili's has been coming out on top, while Texas Roadhouse prioritizes the guest experience and has consistently been a winner from a traffic and sales standpoint. Breakfast players like Denny's and Cracker Barrel are facing challenges as budget-conscious consumers replace outings with home-cooked meals, but some chains like Keke's Breakfast Café are insulated due to their higher-income diners.

Published on: January 27, 2025, 05:04 PM UTC

Despite market headwinds such as rising interest rates, a stronger dollar, and elevated valuations, the stock market continues to surge. However, analysts emphasize that while the market may face challenges, strong earnings growth and robust consumer spending support the bullish trend. Investors should focus on companies' ability to navigate these headwinds and deliver positive earnings.

Published on: January 27, 2025, 05:03 PM UTC

Nvidia (NVDA) stock drops 12% on concerns about AI investment and competition from China's DeepSeek.

Published on: January 27, 2025, 05:03 PM UTC

Monday's sell-off highlights the importance of big tech earnings for the bull market and investors' expectations for 2025. Nvidia, Microsoft, Alphabet, and Broadcom declined as DeepSeek AI raised competition concerns. Big Tech earnings growth is a key pillar of the bull market thesis, with the "Magnificent Seven" expected to grow earnings by 21.7% in Q4.

Published on: January 27, 2025, 05:03 PM UTC

Nasdaq sinks as Chinese startup DeepSeek raises concerns about AI dominance and US tech stocks' profitability, leading to a sell-off in Nvidia and other Big Tech names.

Published on: January 27, 2025, 05:02 PM UTC

Starbucks Q1 FY25 Earnings Preview: Revenue Decline, Foot Traffic Drop, Margin Concerns

Published on: January 27, 2025, 05:02 PM UTC