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Alphabet (GOOG) Updated 24 minutes ago

The news surrounding Alphabet includes a discussion on the potential impact of Trump's tariffs on the economy, focusing on concerns such as stagflation, slow growth, and high inflation. Despite uncertainties related to tariffs, the stock market has remained resilient, with major indices like the S&P 500 and Nasdaq Composite at record highs. Alphabet's stock recently experienced a 9.2% drop alongside the tech sector decline due to worries over guidance and capital investment plans. However, the development of DeepSeek, an open-source large language model by Alphabet, is viewed positively by industry experts for accelerating AI innovation and adoption. Investors looking to benefit from AI growth are advised to consider AI network stocks like Ciena, Coherent, Celestica, and Arista Networks due to increasing compute demand. Alphabet and other major players like Meta, Microsoft, and Amazon have made significant investments in AI technology totaling $325 billion. The profitability of these investments remains a key concern for the future.

Stories

Trump tariffs may trigger 'painful' stagflationary shock: Economist Yahoo Finance Negative

Hidden AI stocks set to rally amid DeepSeek's breakthrough, analysts predict Yahoo Finance Positive

Chart of the Week: 2025's monster AI spend is now revealed Yahoo Finance Positive

Microsoft (MSFT) Updated 24 minutes ago

Microsoft has signed a virtual power purchase agreement with EDP Renewables to source cleaner energy for its AI data centers, involving projects generating around 400 megawatts. This expands EDP's portfolio with Microsoft in the U.S. to five projects. In the quantum computing space, DARPA selected Microsoft and PsiQuantum for a program's final phase, while IBM aims to demonstrate the first fault-tolerant quantum computer by 2028. Microsoft CEO Satya Nadella expressed enthusiasm for DeepSeek's AI models, highlighting their integration into developer platforms. Despite fluctuations in quantum computing stocks, the industry is focused on scaling up technology. Microsoft is celebrating its 50th anniversary with plans to increase AI spending from $56 billion to $80 billion, part of a broader trend of billionaire philanthropy led by co-founder Bill Gates who has donated $100 billion to charitable causes.

Stories

EDP Renewables signs virtual power purchase agreement with Microsoft Reuters Positive

Quantum Computing Stocks: Microsoft, IBM, Google Among News Makers Investor's Business Daily Positive

What Big Tech execs have said about DeepSeek as US contemplates ban Yahoo Finance Positive

Microsoft's Bill Gates: Steve Jobs was a genius in this area Yahoo Finance Positive

Chart of the Week: 2025's monster AI spend is now revealed Yahoo Finance Positive

Meta (META) Updated 24 minutes ago

The news about Meta covers various topics, including the impact of Trump's tariffs on the economy, the company's recent gains in the stock market, and its CEO Mark Zuckerberg's comments on the AI breakthrough with DeepSeek. The development of DeepSeek's AI technology is seen as a positive catalyst for the industry, driving demand for high-speed networking solutions. Analysts predict that AI network stocks could benefit from this trend. Additionally, Meta is preparing for layoffs and significant investments in AI infrastructure along with other tech giants in 2025. Despite uncertainties surrounding revenue from AI features, Meta's shares rose after its earnings report.

Stories

Trump tariffs may trigger 'painful' stagflationary shock: Economist Yahoo Finance Negative

Hidden AI stocks set to rally amid DeepSeek's breakthrough, analysts predict Yahoo Finance Positive

Conservative activist Robby Starbuck says JPMorgan a 'target' in crusade against corporate DEI... Yahoo Finance Negative

What Big Tech execs have said about DeepSeek as US contemplates ban Yahoo Finance

Trump Ends Legal Challenge Over Twitter Ban After Jan. 6 Riot Bloomberg

Tesla (TSLA) Updated 24 minutes ago

Elon Musk of Tesla is focusing on deploying truly driverless taxis and autonomous vehicles, with plans to launch autonomous ride-hailing in Austin by June. However, legal experts doubt a broad deployment of autonomous technology by Tesla anytime soon, and concerns have been raised in Austin about near-miss incidents involving driverless vehicles. U.S. Senator Bernie Sanders criticized Musk for political spending, while his wealth has fluctuated due to various factors including new tariffs imposed by the Trump administration. Investors are concerned about potential trade policies impacting Tesla's production costs and market growth in China. Nissan's potential merger with Honda fell through, leaving the company searching for a new partner in the industry. Elon Musk recently spoke at a JPMorgan event in Miami, where he discussed various topics including his work with the Department of Government Efficiency. Tesla stock experienced a weekly loss due to a decline in China deliveries, leading to concerns over CEO Elon Musk's political involvement potentially affecting sales. Despite these challenges, Tesla shares remain up over 40% since the November presidential election.

Stories

Tesla robotaxis by June? Musk turns to Texas for hands-off regulation Reuters Negative

'Not A Bad Return On His Investment'—Bernie Sanders Says Elon Musk Spent $277 Million To Elect... Benzinga Negative

What happened to Nissan? And what happens next if a Honda merger is truly dead? Yahoo Finance Negative

Musk speaks at JPMorgan event attended by CEO Dimon, source says Reuters

Tesla stock posts weekly loss as slump in China deliveries caps volatile week Yahoo Finance Negative

Nvidia (NVDA) Updated 24 minutes ago

The news primarily focuses on Nvidia's underperformance compared to the S&P 500 ahead of its earnings report. Analysts attribute this weakness to factors such as decreased AI demand, shifting compute cycles, and chip delays. Despite these concerns, analysts like Mark Lipacis and Vivek Arya remain optimistic about Nvidia's future. Competition in the AI chip space is intensifying with companies like DeepSeek, Amazon, Google, Broadcom, and Marvell entering the market. Hon Hai, a key Nvidia AI server maker and Apple assembler, reported positive sales growth in January and a strengthened outlook for the first quarter. The company's performance is seen as a bellwether for the AI infrastructure build-out despite facing uncertainties related to tariffs and the sustainability of the AI boom. TSMC's January sales growth slowed down after disruptions caused by DeepSeek but still saw an increase in revenue. Analysts expect a significant sales increase for the current quarter with major tech companies like Nvidia and Apple showing interest in TSMC's chips.

Stories

3 reasons why Nvidia is underperforming the S&P 500 going into its earnings Yahoo Finance

Nvidia AI Server-Maker Hon Hai Signals Stronger Revenue Outlook Bloomberg Positive

TSMC January Sales Growth Slows After DeepSeek Roils Market Bloomberg

Hidden AI stocks set to rally amid DeepSeek's breakthrough, analysts predict Yahoo Finance Positive

Microsoft's Bill Gates: Steve Jobs was a genius in this area Yahoo Finance Positive

AMD (AMD) Updated 3 hours ago

The news surrounding AMD highlights various developments in the tech sector, particularly focusing on Nvidia's underperformance in the stock market ahead of its earnings report. Analysts have identified three key reasons for this underperformance, including lower AI demand, a shift in AI compute-cycles to custom chips, and chip delays. Despite concerns, analysts like Mark Lipacis maintain a positive outlook on Nvidia due to its strong market position compared to competitors like AMD and Amazon AWS. Competitors like DeepSeek, Amazon's partnership with Anthropic, and Google's AI chip are seen as increasing competition for Nvidia. However, analysts such as Bank of America's Vivek Arya remain bullish on Nvidia's long-term prospects, expecting growth in data center sales and exciting developments in upcoming conferences. AMD itself ended the day at $107.56, down 2.4% and close to its 52-week low. The news also touches upon other companies like Monolithic Power Systems and Onto Innovation, as well as market insights on DeepSeek and the impact of Trump's EOs on the AI chips market. AMD CEO Lisa Su expressed optimism about new innovations like DeepSeek's AI models not reducing investment in AI.

Stories

Three reasons why Nvidia is underperforming the S&P 500 going into its earnings Yahoo Finance Positive

AI Chips Today - IP Fabric Boosts Network Assurance with Innovative Version 7.0 Simply Wall St.

Hidden AI stocks set to rally amid DeepSeek's breakthrough, analysts predict Yahoo Finance Positive

What Big Tech execs have said about DeepSeek as US contemplates ban Yahoo Finance

Robinhood Markets (HOOD) Updated 13 hours ago

The news mentions updates on Robinhood Markets, where stock market indexes experienced a sharp drop due to President Trump's new tariffs. The market decline partially reversed after Mexico announced a pause on import tariffs. Additionally, David Sacks, the White House's cryptocurrency director, discussed the U.S. digital asset strategy without revealing specific plans for stockpiling Bitcoin. Other tech stocks like Apple, Amazon, and Tesla were also impacted by these developments. JPMorgan Chase predicts that an AI chipmaker will benefit from Chinese startups. Trump imposed tariffs on imports from Canada and Mexico as well as a tax on Chinese imports. Eric Beiley of The Beiley Group at Steward Partners discussed the potential impact of China's retaliatory tariffs on investors and how a sovereign wealth fund could work for America.

Stories

Results: Amazon.com, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts Simply Wall St. Positive

The Nvidia panic, America's Bitcoin Reserve, and Trump's trade war hits stocks: Markets news roundup Quartz Negative

Uber (UBER) Updated 15 hours ago

Uber Technologies reported strong full-year 2024 earnings, with revenue hitting US$44.0 billion, up 18% from the previous fiscal year. The company's net income surged by 422% to US$9.86 billion, resulting in a profit margin of 22%. Earnings per share exceeded expectations, reaching US$4.71. Billionaire investor Bill Ackman disclosed a $2 billion stake in Uber and praised CEO Dara Khosrowshahi for the company's transformation. Uber's shares surged nearly 10% to $76.76 following the news. Despite missing analyst expectations for adjusted net profit in Q4, Uber's revenue increased by 20%. Ackman believes Uber is undervalued and hinted at sharing more insights soon, leading to a 7.5% rise in Uber's shares in New York trading.

Stories

Uber Technologies Full Year 2024 Earnings: EPS Beats Expectations Simply Wall St. Positive

Uber shares jump to three-month high after Bill Ackman builds $2 billion stake Reuters Positive

Bill Ackman Says Pershing Square Owns 30.3 Million Uber Shares Bloomberg Positive

Douglas Emmett (DEI) Updated 16 hours ago

There is no specific news about Douglas Emmett in the provided text. The focus of the news is on tech giants like Amazon, Microsoft, Meta, and Google planning significant spending on artificial intelligence (AI) and related infrastructure. Amazon's CEO announced a budget of over $100 billion for AI services, while Microsoft, Meta Platforms, and Google-parent Alphabet also have substantial investment plans in AI. Additionally, there is mention of DeepSeek's claim regarding advanced AI models and concerns about Broadcom's debt levels and financial performance.

Stories

Amazon plans an AI spending spree — joining Google, Meta, and Microsoft Quartz Positive

Does Broadcom (NASDAQ:AVGO) Have A Healthy Balance Sheet? Simply Wall St.

AMD's Stock Slump Shows There's No Silver Medal in AI Bloomberg Negative

Musk Called Drones, AI the Future of War in West Point Interview Bloomberg Positive

Palantir (PLTR) Updated 16 hours ago

The fair value estimate for Palantir Technologies Inc. (NASDAQ: PLTR) is approximately US$93.37, but the current share price is at US$111, indicating it is trading close to its estimated fair value. Analysts have a price target of US$82.85 for PLTR, which is 11% below the fair value estimate. The valuation was done using a two-stage Discounted Cash Flow (DCF) model, projecting future cash flows and discounting them to present value, with a total equity value calculated at US$213 billion.

Stories

Estimating The Fair Value Of Palantir Technologies Inc. (NASDAQ:PLTR) Simply Wall St.

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Rank	Name	News Sentiment
1	Nvidia	Positive
2	Palantir	Neutral
3	AMD	Positive
4	Tesla	Negative
5	Meta	Negative
6	Douglas Emmett	Positive
7	Robinhood Markets	Neutral
8	Microsoft	Positive
9	Uber	Positive
10	Alphabet	Positive

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