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16 小时
Morgan Stanley Bangs the Drum on Nvidia Stock
Nvidia (NASDAQ:NVDA) stock might be a multi-year winner with its leadership in AI chips propelling it right to the very top ...
23 小时
Amazon earnings recap: Stock falls as guidance falls short, CFO indicates capex of more ...
Amazon's earnings call is today at 5 pm ET. AMZN stock heads into the report up 8% YTD. Investors are focused on cloud demand ...
Diginomica
5 小时
Jeffrey Emanuel and the lessons we should all learn from the $2 trillion DeepSeek AI market ...
Jeffrey Emanuel’s essay on the short case for NVIDIA is widely attributed to sparking the largest-ever single-day drop in the ...
1 天
Nvidia selloff on DeepSeek a buying opportunity, says Morgan Stanley
Morgan Stanley acknowledges that DeepSeek creates some headwinds around export controls and longer term investment and that sentiment on Nvidia ...
Tuko on MSN
9 小时
"Once In A Lifetime Opportunity": Amazon To Spend $100 Billion On AI, Cloud
Amazon on Thursday reported its fourth-quarter net income doubled to $20 billion, with net sales rising 10 percent to $187.8 ...
3 天
How to Buy CoreWeave Pre-IPO
Unfortunately, for most investors, CoreWeave stock isn't viable for gaining AI exposure. Those who qualify as accredited ...
1 天
The big switch to DeepSeek is hitting a snag
AI startups can't find fast enough DeepSeek model services, stalling the big switch to the buzzy open-source Chinese large ...
2 天
on MSN
Chinese Chip Makers, Cloud Providers Rush to Embrace Homegrown DeepSeek
SHANGHAI (Reuters) - Chinese companies, from chip makers to cloud service providers, are rushing to support DeepSeek's artificial intelligence models, spurring analysts to hail a "watershed moment" ...
2 天
Nvidia Fades To No. 3 Spot While Amazon And Google Lock Horns
What are the Magnificent Seven stocks? How much market cap weighting do AAPL, MSFT, GOOGL, AMZN, META, TSLA and NVDA have on ...
3 天
Nvidia Stock Rises. What Tariff Threats Mean for the AI Chip Maker.
Nvidia (NASDAQ: NVDA) and Lam Research (NASDAQ: LRCX) play important roles in the artificial intelligence (AI) supply chain.
2 天
Alphabet Plans Massive Capex Hike, Reports Cloud Revenue Growth Slowed
Google's cloud business posted a 30% rise in revenue to $11.96 billion in the fourth quarter, slowing down from the 35% ...
1 天
on MSN
Futures Tick Higher in Run-Up to Big Corporate Results
(Reuters) - Futures tied to Wall Street's main indexes edged up on Thursday ahead of a wave of corporate earnings, while a ...
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