Posts with tag: innovation
Microsoft (MSFT) releases its second quarter earnings as AI impact remains in focus, with DeepSeek's R1 model challenging industry assumptions. Analysts predict EPS of $3.13 on $68.8 billion revenue, with Azure growth expected to accelerate in the second half of 2025 due to increased consumption and large commitments.
Published on: January 28, 2025, 08:02 PM UTC
Meta's Q4 earnings report looms, with analysts eyeing impact of its massive AI investment. Revenue and EPS are expected to jump, driven by growth in advertising revenue, bolstered by AI adoption.
Published on: January 28, 2025, 08:01 PM UTC
Dispersion trade outperforms as tech carnage favors calm betting strategy
Published on: January 28, 2025, 06:01 PM UTC
A cheaper, competitive AI model challenges Big Tech's dominance, sparking a sell-off in the S&P 500 and Nasdaq. Investors question future earnings growth for Nvidia and Broadcom, while analysts predict a broadening of the stock market rally beyond the "Magnificent Seven."
Published on: January 28, 2025, 05:02 PM UTC
BMW expects lower profit margins due to falling sales of premium cars and weak demand in China, despite strong electric vehicle sales.
Published on: January 28, 2025, 04:05 PM UTC
Nvidia stock rebounds premarket after Monday's AI-induced sell-off; analysts remain skeptical of DeepSeek's low training costs.
Published on: January 28, 2025, 04:02 PM UTC
The Nasdaq and S&P 500 rebounded on Tuesday, following a sharp stock sell-off spurred by concerns about over-confidence in Big Tech's potential payoff from investments in AI. Investors also assessed a return to a tougher tone on tariffs from President Donald Trump, ahead of the start of a Federal Reserve meeting where the impact of his policies is likely to be discussed.
Published on: January 28, 2025, 04:02 PM UTC
Chevron and its partners aim to seize AI's surging electricity demand with natural gas-fired power plants near data centers, providing multi-gigawatt capacity by 2027.
Published on: January 28, 2025, 04:00 PM UTC
General Motors CEO Mary Barra discussed tariffs with President Trump and believes he understands their ramifications. Tariffs on Mexico and Canada could increase car prices by $3,000 on average, impacting automakers like GM and Ford.
Published on: January 28, 2025, 03:06 PM UTC
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Published on: January 28, 2025, 03:05 PM UTC