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Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks Analysts are Tracking Closely. On October 28, Baird reiterated the stock as “Outperform” and raised its price target to $280 per share from $230. The firm said it’s bullish ahead of Apple earnings on Thursday. The firm has updated its model, citing tailwinds from its upgrade […]...
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Rithm Capital recently announced plans to buy office Paramount Group, which has a big presence in New York and San Francisco...
Continue ReadingHoly acronyms, Batman. Comcast's (CMCSA) MSNBC is set to change its name following a 29-year run under the current moniker. Fun fact for those unaware: The MSNBC acronym is a portmanteau (i.e., combination) of Microsoft (MSFT) "MS" and NBC, which launched the channel in a joint venture in 1996. .....
Continue ReadingNvidia's market cap crossed above $5 trillion on Wednesday morning, becoming the first company in history to reach such a valuation. This all comes after Nvidia CEO Jensen Huang delivered his keynote address at the GTC 2025 event (GPU Technology Conference) on Tuesday, showcasing the AI chipmaker's newest projects and partnerships. Intelligent Alpha Founder and CEO Doug Clinton chats with Julie Hyman on Nvidia's growth, how the semiconductor manufacturer is "leading the charge" in AI infrastructure capex, and what he expects from other Big Tech giants' ramp up in AI spending. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts...
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? This is an online abbreviated version of Spencer's Markets A.M. newsletter. It’s called earnings season, not spending season, but investors are very interested in how much money is going out the door at some of the world’s most valuable companies. Microsoft, Meta, Amazon, Alphabet and Oracle—not one of the Mag 7 but another major AI player—are slated to have capital expenditure of $354 billion between them in the 2025 fiscal year...
Continue ReadingApple stock has hit a record high ahead of Q4 earnings. Apple is heading into its fiscal fourth-quarter earnings with optimism, backed by resilient demand for its iPhone lineup...
Continue ReadingApple will report its Q4 earnings...
Continue ReadingAmazon will report its quarterly earnings on Tuesday, following a massive AWS outage and amid concerns about its AI growth...
Continue ReadingAmazon is carrying some not-so-positive recent headlines into its third-quarter report due Thursday, with a widespread AWS outage last week and plans for 14,000 layoffs announced Tuesday. "In the AWS segment in particular, the company is fighting against a narrative that it is somehow behind in the early innings of the AI revolution, which in turn has kept top-line expectations relatively tempered, along with stock performance," William Blair analysts Dylan Carden and Arjun Bhatia wrote to clients Tuesday. Indeed, Amazon stock is significantly underperforming compared to it competitors in the cloud-computing market...
Continue ReadingWall Street is watching for signs of how AI is affecting Alphabet's core businesses in its third quarter earnings report on Wednesday...
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