One company that has been hit hard over the DeepSeek narrative is Nvidia (NASDAQ: NVDA). With the company scheduled to report ...
The S&P 500 upside surprise or beat rate is at +8.1% as of February 7, the highest upside surprise since (probably) 2021.
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Mag 7 Members Report Strong Earnings, Double Down on CapEx
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains ...
This week saw the remainder of the hyperscalers lay out their 2025 AI capex plans. And the investments continue to get bigger and bigger.
I f investment in data centres is about to slow, nobody told Mark Zuckerberg. On January 29th, during an earnings call, ...
The recipe to most happy investing outcomes is painfully simple. But if it were that easy, wouldn't everybody do it?
Vietnamese technology corporation FPT's revenue from its IT services in the Japanese market in 2024 topped $500 million, and ...
Microsoft's strong AI revenue growth and increased cloud demand are offset by infrastructure limitations, impacting market ...
13.5% as a whole). Let’s take a look at how aggregate 2025 earnings estimates have evolved over the past year, which you can see in the second chart below. Image Source: Zacks Investment ...
13.5% as a whole). Let’s take a look at how aggregate 2025 earnings estimates have evolved over the past year, which you can see in the second chart below. Zacks Investment Research Image Source ...
In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against the other AI stocks investors shouldn't miss. As artificial intelligence continues to ...