Salesforce (CRM): Why Marc Benioff Is Winning the Tug of War for AI Leadership
We recently published a list of Jim Cramer Breaks Silence On DeepSeek AI Sell-Off & Discusses These 12 Stocks. In this ...
QUALCOMM (QCOM): Cramer Questions Why This Stock Isn’t Joining the Sell-Off
We recently published a list of Jim Cramer Breaks Silence On DeepSeek AI Sell-Off & Discusses These 12 Stocks. In this ...
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet ...
Microsoft investors are ignoring this number that suggests better growth ahead
Microsoft Corp. investors focused on the company's disappointing revenue of its Azure cloud business on Wednesday, but they should also be looking at another number indicative of future growth: ...
DeepSeek’s AI Innovation: What It Means For Investors And Big Tech
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
The Information4h
Meta and Microsoft Show AI Bets Still in Play
If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...
Vertiv Holdings Co (VRT) Stock Drops 25% Amid DeepSeek AI Concerns, JP Morgan Sees Long-Term Growth Potential
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
NuScale Power Corporation (SMR) Stock Plunges 25% Amid DeepSeek AI Concerns and Reevaluation of AI-Driven Energy Demand
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
Microsoft’s AI revenue grows, but its stock falls on lower guidance and concerns over spending
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
IBM stock soars on strong profit and bullish 2025 forecast
IBM Corp. met analysts’ revenue estimates in the fourth quarter, but investors chose to focus on profit and a strong 2025 ...
Takeaways from Lutnick confirmation hearing for commerce secretary
In a hearing before the Senate Commerce Committee, Howard Lutnick was asked about an array of policy matters including tariffs, China, inflation, and more.
OpenAI says DeepSeek may have improperly harvested its data
OpenAI says it is reviewing evidence that Chinese startup DeepSeek broke its terms of service by harvesting large amounts of ...