As Microsoft, Meta Slide After Earnings Calls, Jim Cramer Says 'Hyperscalers Are Not Warning About Worsening AI Losses'
As Microsoft, Meta Slide After Earnings Calls, Jim Cramer Says 'Hyperscalers Are Not Warning About Worsening AI Losses'
Cramer criticized the lack of rigor in some reports, urging readers to delve into the actual earnings calls and analyses. He stated, "The Hyperscalers are NOT warning about worsening AI losses, they are talking about crushing it with AI." Jim Cramer took to social media on Thursday to address what he perceives as misleading headlines regarding AI losses. Cramer emphasized that hyperscalers are not signaling worsening AI losses but are instead thriving with AI advancements.
吉姆·克雷默在周四通过社交媒体发表讲话，谈到了他认为关于人工智能亏损的误导性头条。克雷默强调，超大规模运算者并未预示着人工智能亏损的加剧，而是在人工智能进展中蓬勃发展。
What Happened: Microsoft Corp (NASDAQ:MSFT) and Meta Platforms Inc.(NASDAQ:META) witnessed their stocks plummet during after-hours on Wednesday after reporting their earnings.
发生了什么：微软公司（纳斯达克股票代码：MSFT）和Meta平台公司（纳斯达克股票代码：META）在周三的盘后交易中看到其股票暴跌，这是在他们发布财报后发生的。
At the time of writing, Microsoft was down by 3.95% in premarket, while Meta shed 2.69%.
撰写本文时，微软的盘前跌幅为3.95%，而Meta平台下跌了2.69%。
Cramer criticized the lack of rigor in some reports, urging readers to delve into the actual earnings calls and analyses. He stated, "The Hyperscalers are NOT warning about worsening AI losses, they are talking about crushing it with AI."
克雷默批评了一些报道缺乏严谨性，敦促读者深入了解实际的财报电话和分析。他说，“超大规模运算者并没有警告人工智能亏损加剧，他们是在谈论他们在人工智能方面的胜利。”
He encouraged his followers to read the calls and his team's write-ups for a clearer understanding.
他鼓励他的追随者阅读这些电话，以及他团队的撰写稿件，从而更清晰地了解情况。
The Hyperscalers are NOT warning about worsening AI losses, they are talking about crushing it with AI. These headlines reek of a lack of rigor that is painful; read the calls, it will take an hour, then read our write-ups
— Jim Cramer (@jimcramer) October 31, 2024
超大规模运算者并没有警告人工智能亏损加剧，他们是在谈论他们在人工智能方面的胜利。这些标题缺乏严谨，令人痛心；阅读这些电话，大约需要一个小时，然后阅读我们的撰写稿件。
— 吉姆·克雷默（@jimcramer）2024年10月31日
Why It Matters: Cramer's comments echo analyst Zev Fima's who increased the price target for Meta to $650 per share, despite a decline in the company's stock during after-hours trading. Fima highlighted the robust third-quarter results, with revenue guidance for the current quarter surpassing expectations.
为什么重要：克雷默的评论与分析师泽夫·菲马的观点相呼应，菲马将Meta的股票目标价提高至每股650美元，尽管该公司的股票在盘后交易中下跌。菲马强调了强劲的第三季度业绩，本季度的营业收入指导超出预期。
Microsoft recently announced that its AI business is poised to reach a $10 billion revenue milestone, marking it as the fastest-growing segment in the company's history. CEO Satya Nadella emphasized the transformative impact of AI across various business processes.
近期，微软宣布其人工智能业务有望实现$100亿的营业收入里程碑，标志着成为公司历史上增长最快的领域。首席执行官萨蒂亚·纳德拉强调了人工智能在各种业务流程中的转型影响。
Similarly, Meta is advancing its AI capabilities with its Llama 4 model, leveraging an extensive computing infrastructure. CEO Mark Zuckerberg noted the significant scale of their AI training efforts, which are expected to yield results by early 2025.
同样，meta platforms正在通过其Llama 4模型不断发展其人工智能能力，利用了庞大的计算基础设施。首席执行官马克·扎克伯格指出了他们人工智能训练工作的重要规模，预计将在2025年初产生成果。
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Image via Shutterstock
图片来自shutterstock。
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本报道使用Benzinga Neuro生成，并由Pooja Rajkumari编辑
