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Microsoft (MSFT.US) cuts in Datacenter have caused panic; Goldman Sachs reassures the market: AI computing power demand remains strong, and the $80 billion expenditure remains unchanged.
Goldman Sachs reiterated its "Buy" rating for Microsoft Stocks and a target price of $500.
Express News | Apple Will Be Largest Customer of TSMC's Arizona Factory - CEO Tim Cook at Apple Annual Meeting
Unusual Options Activity: EXC, CLS and Others Attract Market Bets, EXC V/OI Ratio Reaches 136.4
Morgan Stanley: Generative AI is expected to achieve positive returns this year, with revenue likely to exceed one trillion dollars by 2028.
Morgan Stanley indicates that 2025 may see the ROI critical point, with a gross margin of 34% marking the Industry's formal crossing of the break-even line; by 2028, the total revenue from generative AI is expected to approach 1.1 trillion dollars, with the ROI likely improving to around 67%, and several Technology giants like Amazon and Meta are expected to benefit from the AI wave.
US Morning News Call | US Futures Mixed Amid Scrutiny of Chipmaker Sector; Bitcoin Falls Below $90,000
Taiwan Semiconductor Manufacturing Company Limited (TSM): A High Growth Mega Cap Stock You Can Buy and Hold for the Next 5 Years
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