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Tech CEOs try to reassure Wall Street

Tech CEOs try to reassure Wall Street after DeepSeek shock

Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still spend billions on AI data centers.

The Wall Street Journal on MSN · 1d

DeepSeek Is Upending Wall Street’s Big AI Power Trade

The selloff extended to shares of natural-gas producers, pipeline operators, mining companies, and electricity generators.

Seeking Alpha · 2d

Wall Street Lunch: DeepSeek Disrupts The AI Trade - For Now

AI stocks got slammed as the China app challenged cost and demand assumptions. Bond yields plunge and cash moves to safety. Analysts see buying opportunity.

Apple, AI and iPhone

Markets Insider on MSN · 21h

Wall Street is cautious on iPhone sales ahead of Apple earnings but analysts hope AI will shine

Wall Street is mainly focused on Apple's iPhone sales in China and any guidance related to its March quarter, which could include iPhone SE4 sales.

MarketWatch · 4h

Apple earnings: What to expect on iPhone sales, AI as stock looks to reignite

Apple reports fiscal first-quarter earnings after the close of trading Thursday. Analysts will be focused on iPhone momentum following a sluggish start to the year for Apple's stock.

Hosted on MSN · 1h

Apple Earnings Preview: Record Results Expected With China AI Concerns In Focus

Apple’s report Thursday afternoon is the latest in a busy week for earnings and will provide a test for the iPhone maker’s DeepSeek inspired rally this week.

Nvidia, Wall Street

The Motley Fool · 9h

Nvidia Stock Investors Just Got Good News From President Donald Trump and Wall Street

Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research paper last week, and they all see upside in Nvidia stock from its current price of $128 per share. Gil Luria at D.A. Davidson set his target price at $135 per share, implying a 5% upside.

The Associated Press on MSN · 1d

Nvidia faces a reckoning as Chinese upstart raises questions about Wall Street’s darling

The superstar run for Nvidia’s stock the last few years has been astonishing. So was its tumble Monday, which caused $595 billion in wealth to vanish.

24/7 Wall St. on MSN · 6d

Wall Street Expert Expects This AI Stock to Pop Over 138% This Year

Micron (NASDAQ: MU) makes memory chips and storage for phones and computers. However, these chips can also be used for data centers and it is now one of the key players in the AI business. The stock is down 24% from its peak but analysts are eyeing a massive rebound here.

AI, Microsoft

USA Today · 14h

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 to satisfy investors.

Hosted on MSN · 3h

Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs

By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud revenue, while Meta rose 4% after CEO Mark Zuckerberg assured Wall Street about growth with promises of a "really big year".

The Financial Times · 16h

Microsoft’s cloud sales disappoint as it struggles to meet AI demand

Microsoft’s vast cloud division posted slower growth than Wall Street forecast as the tech group struggled to keep pace with customer demand for artificial intelligence-related services. The Seattle-based software group beat analysts’ expectations for revenue and net income in the quarter ending in December,

1don MSN

'Key beneficiary of TikTok's mishaps:' Meta is one of Wall Street's top AI picks headed into earnings

Wall Street analysts see AI boosting Meta's performance this year. The tech titan could also be a big winner amid the drama ...

How AI Revolution Is Driving 200,000 Layoffs On Wall Street

AI and automation could eliminate 200,000 Wall Street jobs. Discover which roles are most at risk and how to future-proof your career.

19h

Meta earnings live updates: Wall Street watching for AI monetization, reaction to DeepSeek mania

Meta's earnings call is today at 5 pm ET. META stock heads into the report up 15% YTD. Analysts are focused on AI ...

15hon MSN

Did DeepSeek copy ChatGPT to make new AI chatbot? Trump adviser thinks so

Did the upstart Chinese tech company DeepSeek copy ChatGPT to make the artificial intelligence technology that shook Wall ...

Chinese AI app DeepSeek surges in downloads, causes major loss on Wall Street

A Chinese AI startup is gaining popularity, amassing tons of downloads shortly after the app’s debut. DeepSeek’s flagship ...

1don MSN

DeepSeek just blew up the AI industry’s narrative that it needs more money and power

The Chinese company’s large language model is basically a cheaper, more efficient ChatGPT, built on a fraction of OpenAI’s ...

2don MSN

Wall Street Thinks This Warren Buffett Artificial Intelligence (AI) Stock Is Headed to $4 Trillion in 2025. Here's Why I'm Not So Sure.

Warren Buffett has led investment management firm Berkshire Hathaway since 1965. Over the last several decades, Buffett and ...

Wall Street’s AI ‘bubble’ echoes dotcom excesses, Ray Dalio warns

Billionaire investor says US stocks are in ‘very similar’ position as lead-up to internet bust at turn of millennium ...

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