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Microsoft
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Updated: 4:00 PM EST, Feb 14, 2025
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Microsoft's AI Revenue Set To Surpass $10 Billion: Piper Sandler Maintains Overweight Rating
January 28, 2025
Microsoft Corporation's cloud computing platform, Azure's workloads could push its artificial intelligence revenue to $10 billion.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Meet the "Magnificent" Stock Billionaires Chase Coleman, Philippe Laffont, and Stephen Mandel Favor Above All Others
January 28, 2025
Among Nvidia, Apple, Microsoft, Amazon, Alphabet, Meta Platforms, and Tesla, there's one company that's the undisputed top holding for a trio of billionaire money managers.
Via
The Motley Fool
Fundstrat's Tom Lee Sees Nvidia's 17% Plunge As An 'Opportunity,' Calls Nasdaq's Over 600 Points Plunge Drop A Market 'Overreaction'
January 28, 2025
Fundstrat Global Advisors' head of research Tom Lee believes Monday's massive tech sector sell-off, which saw Nvidia Corp. shares plunge 17%, represents a buying opportunity rather than a fundamental...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Palantir Stock Investors Just Got Great News From a Top Wall Street Analyst
January 28, 2025
Via
The Motley Fool
In-Depth Analysis: Microsoft Versus Competitors In Software Industry
January 27, 2025
Via
Benzinga
Meta Vs Microsoft: Which Stock Is More Attractive Ahead Of Earnings?
January 28, 2025
Tech giants Meta Platforms and Microsoft will highlight this week’s earnings lineup which also includes results from EV leader Tesla.
Via
Talk Markets
Topics
Stocks / Equities
Chamath Palihapitiya Warns Of AI Shift: 'The Battle Is Now More About AI Inference Vs Training' As DeepSeek Sparks Nvidia Selloff
January 27, 2025
Billionaire investor Chamath Palihapitiya has issued a stark warning about the shifting AI landscape, following Chinese startup DeepSeek's demonstration of a cost-efficient AI model that triggered a...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
New Trading Week Starts In The Red
January 27, 2025
The market narrative that gripped stocks ahead of today’s opening bell continued its hold throughout the trading session today.
Via
Talk Markets
Topics
Stocks / Equities
Amid Nvidia And Chinese AI Anxieties, Top Analyst Predicts Higher AI Infrastructure Demand Despite Market Jitters: 'The Market Is Overreacting To DeepSeek's Success'
January 27, 2025
Nvidia's stock plummeted as China's DeepSeek gained attention for its cost-efficient AI models, but analyst Gene Munster argued the market is overreacting, predicting increased AI infrastructure...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Nvidia Says DeepSeek An 'Illustration' Of How New AI Models Can Be Created While Being Export-Control Compliant Amid $600 Billion Market Value Plunge
January 27, 2025
Nvidia Corp. has thrown its support behind China's DeepSeek R1 artificial intelligence model, calling it "an excellent AI advancement" even as the startup's emergence triggered a historic $600 billion...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Some Deep-ish Thoughts About DeepSeek
January 27, 2025
Today’s market reaction should serve as a reminder that even disruptors are susceptible to disruption.
Via
Talk Markets
Topics
Stocks / Equities
Why DeepSeek Just Deep-Sixed U.S. AI Stocks
January 27, 2025
AI has been revolutionary and has transformative potential, but its reliance on infrastructure is a hurdle on the road to almost-guaranteed profits for investors.
Via
Talk Markets
Topics
Artificial Intelligence
Stocks / Equities
Exposures
Artificial Intelligence
U.S. Equities Slide As Chinese AI Rivals Stir Tech-Driven Volatility
January 27, 2025
Beyond the immediate concern about AI competitiveness, markets are also bracing for a critical round of corporate earnings from Apple, Microsoft, Meta, and Tesla.
Via
Talk Markets
Topics
Artificial Intelligence
Bonds
Stocks / Equities
Exposures
Artificial Intelligence
Taiwan Semiconductor Partners with MTR to Tackle Carbon Emissions
January 27, 2025
Taiwan Semiconductor (TSMC) partners with MTR Carbon Capture to install a Polaris membrane system at its Taichung Zero-Waste Center by 2025, reducing emissions and advancing its carbon footprint...
Via
Benzinga
Topics
Emissions
Why Vertiv (VRT) Shares Are Trading Lower Today
January 27, 2025
Shares of data center products and services company Vertiv (NYSE:VRT) fell 28.5% in the afternoon session as stocks heavily tied to the AI market took a hit after Chinese artificial intelligence...
Via
StockStory
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Trane Technologies (TT) Stock Trades Down, Here Is Why
January 27, 2025
Shares of HVAC company Trane (NYSE:TT) fell 8.6% in the afternoon session as stocks heavily tied to the AI market took a hit after Chinese artificial intelligence startup DeepSeek released a new large...
Via
StockStory
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Why Marvell Technology (MRVL) Shares Are Getting Obliterated Today
January 27, 2025
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 16.6% in the morning session as stocks heavily tied to the AI market took a hit after Chinese artificial intelligence startup...
Via
StockStory
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Why NuScale (SMR) Shares Are Getting Obliterated Today
January 27, 2025
Shares of nuclear power company NuScale (NYSE:SMR) fell 28.5% in the afternoon session as stocks heavily tied to the AI market took a hit after Chinese artificial intelligence startup DeepSeek released...
Via
StockStory
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Energy Stocks Hit Hard As DeepSeek Shows AI Energy Demand Can Slow
January 27, 2025
The rapid rise of Chinese AI startup DeepSeek in the US App Store has also caused a selloff in energy stocks.
Via
Talk Markets
Topics
Artificial Intelligence
Stocks / Equities
Exposures
Artificial Intelligence
DeepSeek R1 Vs. OpenAI: What Consumers Need To Know About AI's Latest Challenger
January 27, 2025
DeepSeek R1's emergence as a cost-effective AI model is intensifying competition with established players like OpenAI and Meta, but its long-term adoption hinges on enterprise acceptance and...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
10 Information Technology Stocks With Whale Alerts In Today's Session
January 27, 2025
Via
Benzinga
Why Nvidia, Broadcom, Microsoft, and Other Artificial Intelligence (AI) Stocks Crashed Monday Morning
January 27, 2025
Unexpected results from an AI upstart have sent these stocks reeling.
Via
The Motley Fool
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
DeepSeek Sparks AI Carnage As Magnificent Seven, Broadcom Lose Nearly $900 Billion In Value: Why This Expert Is Still 'Bullish' On US Tech
January 27, 2025
China's DeepSeek R1 threatens U.S. tech dominance as investors fear lower-cost AI models. $900B wiped from markets in 30 mins, some analysts remain bullish.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Sizing Up a New Opportunity for NVIDIA Investors
January 27, 2025
NVIDIA's stock price plunge is a deep value opportunity for investors seeking exposure to the leading AI player globally.
Via
MarketBeat
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
What's Going On With Tevogen Bio Stock Today?
January 27, 2025
Tevogen Bio Holdings Inc (NASDAQ:TVGN) shares are trading higher Monday after the company announced an expanded AI collaboration with Microsoft Corp (NASDAQ:MSFT).
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
China's DeepSeek AI Rattles Tech Stocks, Analyst Ives Says Market Plunge 'Golden Buying Opportunity'
January 27, 2025
Chinese AI startup DeepSeek's LLM launch caused tech stock sell-off, but analyst Daniel Ives sees it as a buying opportunity & no threat to AI revolution.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Market Clubhouse Morning Memo - January 27th, 2025 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META and TSLA)
January 27, 2025
Here's a trade strategy for SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META and TSLA
Via
Benzinga
Why Micron (MU) Stock Is Falling Today
January 27, 2025
Shares of memory chips maker Micron (NYSE:MU) fell 10.4% in the morning session as stocks heavily tied to the AI market took a hit after Chinese artificial intelligence startup DeepSeek released a new...
Via
StockStory
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Why Alphabet (GOOGL) Shares Are Sliding Today
January 27, 2025
Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 4.6% in the morning session as stocks heavily tied to the AI market took a hit after Chinese artificial intelligence startup DeepSeek...
Via
StockStory
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Nvidia (NVDA) Stock Trades Down, Here Is Why
January 27, 2025
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 13% in the morning session as stocks heavily tied to the AI market took a hit after Chinese artificial intelligence startup...
Via
StockStory
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
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