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SHOCKING: 26 - What They Never Told You

US chipmaker Nvidia hits $2tn value amid artificial intelligence boom

Company blows past Wall Street’s expectations with 265% jump in sales after hailing ‘tipping point’ for AI

The Guardian - US

General Motors Eyes Strong 2024 As Earnings Top Estimates

General Motors reported higher quarterly profits Tuesday thanks to continued robust vehicle pricing amid strong North American demand, offsetting the hit from a labor strike.

International Business Times

Big tech boom or bust? Experts see signs of strength after wave of layoffs

Even as more job cuts await, some analysts see the beginnings of a bull market in the coming season of earnings reports

The Guardian - US

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Tech kicks off 2024 with a layoff bender as the industry braces for yet another 'bumpy landing'

In just the first two weeks of the year, a number of tech companies have announced a deluge of job cuts.

Fortune

The use cases for AI at companies are ‘exploding globally,’ says a Wedbush analyst

A new survey finds that generative AI is a high priority within IT budgets this year, Dan Ives says.

Fortune

2024 will be the ‘year of AI’ as tech stocks surge by (at least) 25%, top tech analyst Dan Ives predicts

A Wedbush AI survey shows Wall Street is “significantly underestimating how quickly this AI monetization cycle is playing out,” according to Ives.

Fortune

GM to 'rip off the Band Aid and significantly cut costs' by laying off 1,300 workers amid its transition to EVs

The layoffs will affect workers at two plants in Michigan as GM winds down production of its Chevrolet Bolt and Camaro models.

Fortune

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Tech dominates the Fortune Future 50 list as ‘long-term growth potential of the sector is alive and well’

Along with growth, the companies are on the road to providing outsize returns for shareholders in the long term.

Fortune

13 inflation-proof stocks to buy for 2024

These companies are poised to ride the AI boom and protect investors from the impact of higher interest rates.

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

Microsoft added $63 billion to market cap from OpenAI drama

By hiring Sam Altman and Greg Brockman to a new in-house advanced AI research team, Microsoft flipped the script in the OpenAI debacle.

Fortune

Apple Q4 Earnings Preview: All Eyes On IPhone 15

Technology giant Apple Inc (NASDAQ:AAPL) is set to report fourth-quarter financial results after the market close Thursday

Zenger

AI will spark a Silicon Valley boom that, despite Alphabet and Meta’s recent stock dips, will 'send the tech bears back into their caves,' top tech analyst Dan Ives says

Alphabet and Meta's recent stock drops shouldn't overshadow initial progress from Big Tech in making money from AI.

Fortune

Wall Street is obsessed with AI. From the 'new electricity' to the next gold rush, here's how top analysts see the tech revolution playing out

Fortune analyzed hundreds of pages of AI reports from investment banks, hedge funds, and research firms. They say it will change everything—eventually.

Fortune

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Fortune

Microsoft gains $70 billion and Alphabet loses more than twice as much as Satya Nadella steals Sundar Pichai's thunder on AI

Microsoft's market value soared while Alphabet's tumbled after earnings on Tuesday told different stories about their cloud businesses and potential AI might.

Fortune

What Microsoft’s earnings tell us about AI and cloud trends

The tech giant's latest earnings report is "front and center for tech investors across the Street," according to Wedbush analyst Dan Ives.

Barchart

Top AI Stocks To Watch as Wedbush Predicts Eye-Opening Q3 Earnings

Wedbush analyst Dan Ives believes Q3 tech earnings could lift the sector 12-15% higher, which means Wall Street may be underestimating the AI growth potential for leading stocks like Crowdstrike, Microsoft, Amazon, and others.

Fortune

3 areas Tesla’s new CFO must prioritize, according to Wedbush tech analyst Dan Ives

Investors want to know if Vaibhav Taneja, who succeeded Zachary Kirkhorn as CFO, can deliver, Ives says.

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The Guardian - UK

Disney execs consider radical shake-up as crisis hits centenary celebrations

Can Bob Iger make the House of Mouse sparkle again, despite its waning cinema clout, and the huge cost of keeping up with Netflix?

Barchart

Where Will Rivian Stock Be In 1 Year?

Rivian sold off sharply last week after announcing new capital raising plans, but most Wall Street analysts still have high hopes for the stock.

Barchart

Palantir Stock: An Underrated AI Growth Pick

Palantir just won over two big clients, but shares of the AI innovator still seem stuck. Is this an opportunity to scoop up the overlooked AI stock?

Zenger

Tesla’s Lackluster Phase Could Be Temporary, Says Bullish Analyst

Tesla Analyst Sees UAW Strike as Win-Win, Expects Strong Demand in China

Fortune

Tesla unveils first quarter-on-quarter decline since 2020

The carmaker blamed the sequential decline on the upgrades to its manufacturing plants.

Fortune

Blockbuster report of OpenAI’s talks with iPhone designer Jony Ive about an AI hardware device suggests he ‘wants a front-row seat’ for the AI revolution, top analyst says

Although details on the product are scant, “Jony Ive is one of the genius minds of this generation,” says Wedbush Securities’ Dan Ives.

Fortune

Apple needs to bring the iPhone buzz back

Apple is expected to unveil several models of the iPhone 15, including two high-end iPhone Pros.

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