Artificial intelligence stocks were moving higher today as earnings season kicked into full swing and as investors continue to digest the impact of DeepSeek on the AI sector. The
Netflix, Inc. (NFLX) kicked off tech earnings with a stellar report and the S&P 500 closed at a fresh closing high on Thursday, driven by expectations of a strong reporting season. Five of the Magnificient seven stocks are scheduled to disclose their quarterly scorecards in the upcoming week,
Tech billionaires lost around $100 billion as Chinese AI disruptor DeepSeek challenges Silicon Valley with a low-cost chatbot.
Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while Amazon's was marginally lower.
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.
The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,
The Chinese chatbot has already hit the chipmaker giant Nvidia’s share price, but its true potential could upend the whole AI business model.
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and SoftBank are leading the newly announced Stargate initiative under President Trump -- a project aiming to invest $500 billion into AI frameworks over the coming years.
Nvidia stock has rallied over 132%, thanks to the robust demand for its advanced GPUs (graphics processing units) that are required to power AI models. The impressive growth in the company’s revenue and earnings in recent quarters reflects the solid momentum that NVDA’s GPUs are witnessing due to the ongoing generative AI boom.
Oppenheimer analyst Jason Helfstein raised the firm’s price target on Alphabet (GOOGL) (GOOG) to $225 from $215 and keeps an Outperform rating
Quantum computing stocks have seen quite a run-up in recent months, but determining which companies are leading the charge can be tough to navigate.
Chicago, IL – January 27, 2025– Today, Zacks Investment Ideas feature highlights Tesla TSLA, Meta Platforms META, Amazon AMZN and Alphabet (GOOGL.