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Big Tech’s latest earnings show AI spending spree isn’t over
Big Tech’s latest earnings show the AI spending spree isn’t over
Our AI investments continue to require serious infrastructure,” CEO Mark Zuckerberg said on the earnings call yesterday. Meta is currently working on the next version of its
Wall Street frets over Big Tech’s $200bn AI spending splurge
Big Tech’s capital spending is on track to surpass $200bn this year and rise even further in 2025, as anxiety grows on Wall Street about the returns on soaring investment in artificial intelligence.
Big Tech says its AI spending spree will pay off. Wall Street is worried
For tech’s biggest players, this earnings season is starting to feel like a scene from the movie Jerry Maguire — and the “show me the money” demands aren’t working out any better than they did for Tom Cruise.
Apple Beats Wall Street Estimates
Wall Street is eager to see some sign that AI is driving iPhone demand in Apple's latest earnings report
Wall Street is hyperfocused on Apple's guidance to see if AI features are driving consumer demand for the iPhone 16 lineup.
Apple Beats Wall Street Estimates, Supported by IPhone Sales
Apple beat Wall Street sales and profit expectations on Thursday for its fiscal fourth quarter, bolstered by strong early sales of iPhone 16, a set of phones designed for new AI features that was released near the end of the quarter.
Apple offers modest growth outlook after iPhone sales help beat profit expectations
Apple's AI-enhanced iPhone made a strong start, pushing quarterly sales ahead of Wall Street expectations, but a modest revenue forecast raised questions about whether that momentum will hold over the holiday sales season.
22h
Heard on the Street: Apple’s Forecast Shows AI Cycle Playing Out Slowly
Apple’s dim outlook for this quarter wasn’t the biggest surprise. Still, there is some value in finally getting the news out.
The Motley Fool on MSN
17h
Palantir Stock Has Crushed the S&P 500 This Year, but Some Wall Street Analysts Say "Sell." Is It Time to Take Profits?
In the
AI
era, Palantir is quickly emerging as a leader, and management now expects U.S. commercial revenue to jump at ...
23h
Super Micro Computer Stock Crashes, Wall Street Concerns Grow
Super Micro's stock plunges after Ernst & Young resigns as auditor, raising concerns about the company's financial stability.
2d
Two Wall Street Powerhouses Make a Big Bet on AI
Investment giant KKR and Energy Capital Partners have agreed to invest a combined $50 billion in data-center and ...
6d
on MSN
Super Micro Computer vs. Lumen Technologies: Wall Street Says to Sell One of These AI Stocks and Hold the Other
Super Micro Computer and Lumen Technologies have ridden the artificial intelligence wave to big gains this year.
2d
Alphabet earnings: Stock climbs as Wall Street reacts to upbeat growth
Alphabet reported earnings after Tuesday's closing bell. MarketWatch will be breaking down the results and reactions.
2d
on MSN
AMD revenue forecast and AI chip sales fails to impress Wall Street (Oct. 29)
By Arsheeya Bajwa and Max A. Cherney (Reuters) -Advanced Micro Devices on Tuesday forecast fourth-quarter revenue just shy of ...
Seeking Alpha
2d
Wall Street swooning over Google's AI prowess and possibilities after earnings report
Several
Wall
Street
analysts, while maintaining rating ... vertical integration, and hundreds of
AI
engineers, among other things. "GOOGL’s search dominance on desktop and mobile and YouTube ...
9d
Palantir’s AI-Driven Rally Has Gone Much Too Far for Wall Street
After a 150% rally that’s added about $60 billion in market value, Wall Street thinks Palantir Technologies Inc. has gotten ...
Las Vegas Sun
1d
Stock market today: Global stocks are mixed after a sharp decline on Wall St driven by Big Tech
European markets have opened higher while Asian stocks are mostly lower, with Japan’s benchmark Nikkei losing over 2% ...
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