Earnings Review | Microsoft Reports a Weak Outlook Although AI Cloud Elevates Its Earnings
McGrill CEO: will continue to bet on AI datacenter, more big trades are coming soon.
Macquarie Group CEO Shemara Wikramanayake stated that the recent massive sale of AirTrunk is just a warm-up exercise for the datacenter business.
Tech stocks in the US stock market are experiencing a strange phenomenon: exceeding expectations in performance is no longer impressive, investors want more.
1. For investors, the performance of large technology companies in the US stock market has exceeded expectations and can no longer satisfy them; 2. This week, technology companies have successively released quarterly financial reports, with most exceeding revenue and profit expectations, yet the market response has been brutal; 3. Some opinions believe that the dismal stock prices are due to overly high market expectations, while others claim it is a technical profit-taking pullback.
Why Microsoft's Stock Selloff May Be a Buying Opportunity, According to Analysts
S&P 500 Records Worst Session In Over A Month, Meta And Microsoft Tumble: Greed Index Moves To 'Fear' Zone
Express News | Microsoft : HSBC Raises Target Price to $554 From $533
Don't Fret the Tech Tumble. Instead, Be Prepared to Buy the Dip
News Highlights: Top Company News of the Day - Friday at 1 AM ET
Stock Market Today: Microsoft, Meta Drag Tech Stocks Lower on Concerns Over AI Spending
Microsoft Shares Drop on Disappointing Cloud Growth Forecast
Tech Giants See AI Bets Starting to Pay Off -- WSJ
Former US Deputy Secretary of the Treasury: The global economy is showing resilience, and future momentum comes from the AI revolution.
On October 27, 2024, Nathan Sheets, Chief Economist of Citigroup and former Deputy Secretary of the US Department of the Treasury, shared his views on the current economic situation and future trends at the annual conference of the TCFA. He pointed out that despite the resilience shown by the global economy in recent years in the face of geopolitical challenges and monetary tightening policies, the true growth drivers in the future will come from digital transformation and the AI revolution. Sheets emphasized that behind the global economic recovery is the rapidly growing digital economy and automation processes. Since 2000, the global internet penetration rate has increased from 2.
Nvidia Stock Falls. Why Meta, Microsoft Earnings Are Giving Investors a Halloween Fright.
CNBC Daily Open: For Big Tech, Beating Earnings Expectations Is Not Enough
Amazon plans to invest $75 billion in capital expenditures this year, vigorously developing generative AI.
Amazon announced its third-quarter performance on Thursday, during a conference call with analysts, the company's CEO Andy Jassy tried to dispel investors' doubts about whether the company's large-scale investment in generative ai would pay off in the future. Jassy pointed out that Amazon's cloud computing business AWS has been successful, despite the extremely high cost of building datacenters, this business has become a crucial profit engine. "I believe that over time, we have shown that we can drive enough operating profit and free cash flow to make this capital-intensive business very successful, "Jassy said.
iPhone revenue recovery is difficult to "fly high"! Pressure on business in China, Apple (AAPL.US) this quarter's revenue growth may slow down.
Apple has released its fourth quarter financial performance.
Three major core businesses working together, Amazon (AMZN.US) Q3 performance exceeds expectations.
Amazon (AMZN.US) announced strong third-quarter performance in post-market trading on Thursday.
Earnings Movers: Intel, Amazon Fly up in Late Trade After Rough Day Session for Big Tech
Tech Down as AI Enthusiasm Wanes -- Tech Roundup
US stocks closed: 'Big Seven' all defeated, S&P and Nasdaq hit the largest decline in nearly two months.
1. PHLX Semiconductor Index fell more than 4%; 2. The China Concepts Stock Index dropped 1.3%; 3. Apple's Greater China revenue fell short of expectations; 4. Guo Mingchi: The possibility of super micro computer suspension or delisting is increasing.