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.
Chicago, IL – January 30, 2025– Today, Zacks Investment Ideas feature highlights Microsoft MSFT, Meta Platforms META, Alphabet GOOGL, Nvidia NVDA and Alibaba BABA.
The fourth-quarter earnings season is underway, and the so-called “Magnificent 7" companies are in focus. The “Mag 7,” the stock market darlings, have soared on the AI craze. The seven stocks are Apple AAPL,
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with its latest large language model, R1, released on January 20th. Consumers have flocked to DeepSeek’s chatbot,
It took less than two years for Nvidia to add more than $3 trillion in market value and become Wall Street's most-valuable publicly traded company. However, the arrival of DeepSeek reminds investors that next-big-thing technologies have an ominous early stage track record.
The emergence of DeepSeek's free assistant has placed big doubts over the US market's AI-driven rally of the past two years.
We recently published a list of Kevin O’Leary’s Stock Portfolio: 15 Stock Picks for 2025. In this article, we are going to take a look at where Alphabet Inc.
Almost AUD 1 trillion was wiped off the value of artificial intelligence microchip maker Nvidia overnight on Monday, when a little-known Chinese startup, DeepSeek, threatened to upend the US tech market.
Apple was one of the few “magnificent seven” tech stocks that withstood a broader market fallout spurred by Chinese AI firm DeepSeek’s latest model.
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,
Alphabet’s Google, already facing an unprecedented regulatory onslaught, is looking to shape public perception and policies on artificial intelligence ahead of a global wave of AI regulation. A key priority,
AI stocks soared after OpenAI announced a partnership with Oracle and SoftBank that could result in up to half a trillion dollars of investment in AI infrastructure over the next four years.