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DARK SECRETS: 2 | Vintage Vibes

Nvidia’s Q2 earnings could spark an AI rally—or a selloff

Nvidia’s earnings are a referendum on both AI investment and the semiconductor industry, multiple industry analysts told Fortune.

Fortune

Why have the big seven tech companies been hit by AI boom doubts?

Their shares have fallen 11.8% from last month’s peak but more AI breakthroughs may reassure investors

The Guardian - UK

Big Tech is using massive free cash flows to pay more dividends

Silicon Valley behemoths like Meta, Alphabet, Microsoft and Apple can afford to pay shareholders while still spending on R&D.

Fortune

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Microsoft earnings preview: Cloud computing key to AI revenue

Microsoft shareholders have become accustomed to good news from CEO Satya Nadella and CFO Amy Hood.

Fortune

Will Big Tech earnings calls stop massive stock market rotation?

Most of the tech giants maintain immense profitability and a head start in the AI race, but more good news might not buoy the markets.

Fortune

All Eyes On AI To Drive Big Tech Earnings

Over the next two weeks, the quarterly results of Big Tech giants will offer a glimpse on the bankability of artificial intelligence and whether the major investments AI requires are sustainable for the long haul.

International Business Times

The 'Magnificent Seven' have dragged the S&P to record highs. Will the moniker remain relevant?

Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla accounted for half of the S&P 500’s total gains last year, according to Morgan Stanley.

Fortune

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Should You Sell the News After Apple's Big AI Reveal?

After the iPhone giant’s AI-enabled upgrades announcement, should investors consider selling the stock?

Barchart

Apple is getting a once-in-a-decade secret weapon in AI-enabled ‘intelliphones’—Bank of America sees its stock surging 20%

AI could breathe life into the stagnant tech giant by kicking off an iPhone upgrade cycle.

Fortune

Stock Market Today: Stock Rally Runs Out of Steam

A sharp post-earnings selloff for Walt Disney stock kept a lid on the Dow Tuesday.

Kiplinger

Stock Market Today: Stocks Reverse Lower as Treasury Yields Spike

A good-news-is-bad-news retail sales report lowered rate-cut expectations and caused government bond yields to surge.

Kiplinger

Stock Market Today: Nasdaq Soars on Strength in Magnificent 7 Stocks

The main indexes started the week strong after several mega-cap stocks rallied.

Kiplinger

Stock Market Today: Stocks Close Lower as Tech Shares Slump

Weakness in several Magnificent 7 stocks created headwinds for the main indexes Friday.

Kiplinger

Riding High On AI, Nvidia Is No Bubble, Says Wall Street

The emergence of AI bots like OpenAI's ChatGPT and Google's Bard has fueled a massive rise in share prices of chip-making juggernaut Nvidia, with its skyrocketing stock now making it the world's fourth biggest company by market capitalization.

International Business Times

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Android Central

AI is the next big thing to come for your wallet

Living in the AI era, here's a deep dive into the many ways big tech companies are likely to dig into your wallet.

Fortune

AI, private credit, and a small cap resurgence? The big stories of 2024 are totally different than we thought a year ago

Wall Street's new favorite investments all have significant potential, but face equally significant risks.

Fortune

Nvidia's revenue just soared 206% year-over-year—but its stock is dropping. It could have to do with a valuation 'disconnected from reality,' says noted skeptic analyst

New Constructs’ David Trainer warns that Nvidia’s stock is “priced for perfection” in a world where the ideal is a rarity at best.

Fortune

There’s a ‘tech war’ brewing between the U.S. and China that will split the world into 2 camps, Palantir senior policy advisor warns

“AI is the single most consequential, breakthrough, paradigm-shifting technology in military affairs in 80 years,” he warned.

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Kiplinger

Stock Market Today: Markets Churn After July Jobs Report, Amazon Soars on Q2 Earnings

While the main benchmarks made modest moves after the monthly jobs report, AMZN stock popped on impressive earnings and an upbeat outlook.

Kiplinger

Best AI Stocks to Buy: Smart Artificial Intelligence Investments

Artificial intelligence is a rapidly expanding technology. Here are the best AI stocks to buy right now.

Benzinga

Pinterest Analyst Says Elliott Management's Impact 'Could Be Limited': What Investors Should Know

Pinterest Inc (NYSE: PINS) rallied 14.8% on Friday following reports that activist investor Elliott Management has taken a 9% stake in the company.

WEKU

Elon Musk says he won't buy Twitter

The billionaire Tesla CEO has changed his mind about buying Twitter, but it's not so easy to walk away from the legal agreement he signed with the social network.

Benzinga

'Soap Opera Ends': Analysts React To Musk's Twitter Buyout

Controversial Tesla Inc (NASDAQ: TSLA) CEO Elon Musk has Wall Street buzzing after social media platform Twitter Inc (NYSE: TWTR) accepted Musk's hostile takeover bid to take Twitter private for $44 b

The Independent UK

EXPLAINER: What's next now that Twitter agreed to Musk bid?

Twitter’s acceptance of Elon Musk’s roughly $44 billion takeover bid brings the billionaire Tesla CEO one step closer to owning the social media platform

The Independent UK

EXPLAINER: What Elon Musk at Twitter might mean for users

Tesla CEO Elon Musk now has a 9% stake in Twitter and a seat on its corporate board of directors, raising questions about how the billionaire business magnate could reshape the social media platform

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