2025-10-29. The following slide deck was published by Alphabet Inc...
Continue ReadingUS benchmark equity indexes were higher intraday as markets awaited the Federal Reserve's monetary p...
Continue ReadingAMZN's third-quarter results are expected to reflect steady gains from AWS momentum, driven by growing AI capabilities through Amazon Bedrock...
Continue ReadingIt’s part of a growing string of bets on private artificial intelligence companies Nvidia has made across the world. At the company’s highly anticipated GTC event in Washington on Tuesday, Nvidia Chief Executive Officer Jensen Huang called out a number of private companies that his company's taken stakes in by name, including the AI firm Perplexity, the Chinese autonomous vehicle company WeRide and the robotics startup Figure AI...
Continue ReadingAlphabet Inc. earns a Strong Buy rating after strong Q3 results and AI growth. Click to discover why GOOGL stock has attractive upside following earnings...
Continue ReadingGoogle is working with NextEra to reopen the Duane Arnold Energy Center in Iowa to power the tech companies data centers...
Continue ReadingStock markets hit record highs Wednesday thanks to optimism over US trade deals, the AI sector and an expected interest-rate cut by the US Federal Reserve.Investors are looking ahead to a meeting of the Federal Reserve, which observers expect will unveil a quarter-percentage-point cut to borrowing costs, as well as earnings reports from tech giants Meta, Microsoft and Google-parent Alphabet after trading closes in New York...
Continue ReadingMeta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks Analysts are Tracking Closely. On October 27, DA Davidson reiterated its Buy rating on the stock and maintained its price target of $825.00. The firm is confident in Meta’s momentum despite macro and competitive factors. According to the firm, Meta will likely continue to outgrow […]...
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...
Continue Reading? 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...
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