ニュース · QuantAbundancia

Barrons.com15d agobullish

AMD Earnings Are Coming. AI Spending Is Driving Growth.

Advanced Micro Devices is expected to post strong growth driven by AI data center demand, though pricing pressure could weigh on margins.

Barrons.com16d agoneutral

Microsoft, Netflix, and 10 More Stocks Unfairly Punished On Earnings

Over the long-term, the stock market is very good at valuing companies. Not every stock price reaction to recent earnings reports seems fair. Through midday trading on Monday, more than 500 companies in the had reported quarterly results.

Investor's Business Daily16d agoneutral

AI Stocks: Winners Shift As Google Leads. Palantir, Arista, CoreWeave Earnings On Deck

AI stocks are seeing leadership shift as Google storms ahead, Nvidia wavers, software lags and key earnings loom.

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Bloomberg17d agoneutral

Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

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Motley Fool18d agoneutral

Here's the Real Problem With Meta's Latest Earnings Report

The headlines blame the spending plan. But I think there's an even bigger concern.