Microsoft Earnings: Solid Quarter as AI Growth Shines
Stock remains attractive, artificial intelligence demand and cloud growth are key drivers. We are maintaining our fair value estimate for wide-moat Microsoft MSFT at $490 per share after the firm ...
DeepSeek Just Changed the Game for AI Stocks -- What Happens Next?
In today's video, I discuss recent updates impacting DeepSeek AI and how it can impact the overall AI market and stocks like ...
Nvidia retail investors told us why they're unfazed by DeepSeek's market disruption and refusing to sell
Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, ...
OpenAI accuses DeepSeek of using its work
AI giant OpenAI claims it has evidence DeepSeek used its work to develop its seemingly revolutionary DeepSeek AI models released earlier this month.
Futures higher; tech earnings in focus; Fed decision - what's moving markets
Investing.com - U.S. stock futures climb following fresh quarterly reports from a slew of Big Tech companies, including Microsoft (NASDAQ:MSFT) and Meta Platforms (NASDAQ:META). Executives at these ...
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Freshworks CEO – how his leaner organization is selling hard and upmarket
But today, Freshworks is emphatically both an American company with 70,000 customers worldwide, and a global one. So says President and CEO Dennis Woodside, who took over from co-founder – now ...