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Tech CEOs try to reassure Wall Street

Tech CEOs try to reassure Wall Street after DeepSeek shock

Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still spend billions on AI data centers.

The Wall Street Journal on MSN · 1d

DeepSeek Is Upending Wall Street’s Big AI Power Trade

The selloff extended to shares of natural-gas producers, pipeline operators, mining companies, and electricity generators.

Seeking Alpha · 3d

Wall Street Lunch: DeepSeek Disrupts The AI Trade - For Now

AI stocks got slammed as the China app challenged cost and demand assumptions. Bond yields plunge and cash moves to safety. Analysts see buying opportunity.

Wall Street, NVIDIA

Insider Monkey · 2h

10 AI News Updates Trending on Wall Street

The emerging, cost-effective Chinese AI alternatives have prompted US President Donald Trump to say it is a wake-up call to Silicon Valley.

The Motley Fool on MSN · 11h

Nvidia Stock Investors Just Got Good News From President Donald Trump and Wall Street

Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research paper last week, and they all see upside in Nvidia stock from its current price of $128 per share. Gil Luria at D.A. Davidson set his target price at $135 per share, implying a 5% upside.

U.S. News & World Report · 1d

Nvidia Faces a Reckoning as an Upstart Rival Raises Questions About Wall Street's Darling

DeepSeek and its seemingly lower-cost operations raised worries about whether companies would need to spend as many dollars on Nvidia chips as previously thought. The concerns dra

Apple, iPhone and AI

Markets Insider on MSN · 22h

Wall Street is cautious on iPhone sales ahead of Apple earnings but analysts hope AI will shine

Wall Street is mainly focused on Apple's iPhone sales in China and any guidance related to its March quarter, which could include iPhone SE4 sales.

Business Insider · 2h

Apple earnings updates: Stock dips as Wall Street watches for China iPhone sales, services business updates

Apple's earnings call is today at 5 pm ET. AAPL stock heads into the report down 4% YTD. Analysts are focused on services and China sales.

MarketWatch · 6h

Apple earnings: What to expect on iPhone sales, AI as stock looks to reignite

Apple reports fiscal first-quarter earnings after the close of trading Thursday. Analysts will be focused on iPhone momentum following a sluggish start to the year for Apple's stock.

AI, Microsoft

USA Today · 16h

Microsoft shares slide as cloud forecast, AI spending disappoint

Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet to satisfy investors.

Hosted on MSN · 4h

Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs

By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud revenue, while Meta rose 4% after CEO Mark Zuckerberg assured Wall Street about growth with promises of a "really big year".

The Financial Times · 18h

Microsoft’s cloud sales disappoint as it struggles to meet AI demand

Microsoft’s vast cloud division posted slower growth than Wall Street forecast as the tech group struggled to keep pace with customer demand for artificial intelligence-related services. The Seattle-based software group beat analysts’ expectations for revenue and net income in the quarter ending in December,

How AI Revolution Is Driving 200,000 Layoffs On Wall Street

AI and automation could eliminate 200,000 Wall Street jobs. Discover which roles are most at risk and how to future-proof your career.

Yahoo Finance2d

DeepSeek is making Wall Street nervous about the AI spending boom: Here’s what we know

The AI frenzy that has reshaped the tech world and commanded the attention of Wall Street took an anxious turn Monday after a Chinese upstart burst onto the scene, dazzling early users and ...

19hon MSN

Meta posts sharply higher Q4 profit, revenue, topping Wall Street's expectations

Meta Platforms Inc. posted sharply higher profit and revenue for its fourth quarter on Wednesday, thanks to higher ad revenue ...

21h

Meta earnings live updates: Wall Street watching for AI monetization, reaction to DeepSeek mania

Meta's earnings call is today at 5 pm ET. META stock heads into the report up 15% YTD. Analysts are focused on AI ...

Wall Street rises as gains in Meta, Tesla offset Microsoft slump

Wall Street's main indexes rose on Thursday, driven by post-earnings advances in Meta and Tesla, although Microsoft's weak ...

21hon MSN

Wall Street slips after the Federal Reserve keeps interest rates steady

U.S. stocks slipped after the Federal Reserve held its main interest rate steady and broke a run of cuts that began in ...

1don MSN

Wall Street defiant after brutal tech selloff. ‘Market reaction is overdone’

Monday’s meltdown was a cold plunge on what had otherwise been a bull market for tech on the belief that AI would usher in a ...

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