Big Tech's AI Investment Payoffs Are Facing an Earnings Test
Assessing Meta Platforms: Insights From 48 Financial Analysts
CMB International: Review of AMD (AMD.US) "Advancing AI" Conference.
AMD's MI325X is a mid-term upgrade of MI300X, aiming to compete with nvidia's H200.
The CEO is bullish, but Wall Street is bearish? There is a significant divergence in earnings expectations for the US stock market this earnings season.
Analysts expect that the s&p 500 constituent companies will see a year-on-year profit growth of 4.2% in the third quarter, while these companies' own guidance predicts a growth of 16%. This difference implies that corporate performance is likely to exceed Wall Street expectations.
Trump or Harris? Analysts are hotly debating the impact of the election results on various sectors of the US stock market.
①Over the past 8 years, the Trump administration and the Biden-Harris administration have fully demonstrated their policy orientations; ②Overall, industries such as finance and technology that are under the focus of regulation by the Biden administration are more likely to benefit from the rollback policies of the Trump administration, while the bullish impact on other industries is relatively less pronounced.
Adobe Launches AI Video Generator in Race With OpenAI, Meta
