Quarterly reports from Meta and Microsoft that reiterated their AI spending plans have lent to greater confidence on chip spending and Nvidia.
A speculative long position in Alibaba using options if its new AI model is turning point
Mike Khouw discusses implications of Alibaba’s new AI model released this week.
This bitcoin miner is trading at a ‘deep discount’ following the tech rout earlier this week, says Bernstein
Hybrid bitcoin miners were some of the hardest hit in the DeepSeek scare earlier this week.
Small investors are buying the dip in Nvidia and tech stocks, but hedge funds are not
Institutional investors have grown “more cautious.”
Here are Thursday’s biggest analyst calls: Nvidia, Tesla, Meta, Microsoft, IBM, Coca-Cola, CVS, Corning & more
Here are Thursday’s biggest calls on Wall Street.
Microsoft is falling after the company issued weak guidance. Analysts are still optimistic
Shares were about 4% lower before the opening bell on Thursday.
Here’s what Wall Street analysts had to say about Meta Platform’s latest earnings report
Shares were roughly 1% higher before the opening bell on Thursday.
Tesla reported weaker-than-expected earnings. Here’s what analysts had to say
The company also noted that automotive revenue pulled back 8% in the fourth quarter compared to a year earlier.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
Stocks slid on Wednesday after the Federal Reserve skipped a rate cut. A 4% fall in Nvidia also weighed on the indexes. Here’s what CNBC is watching Thursday.
DoubleLine’s Gundlach says his base case is one rate cut this year, two reductions maximum
“It’s going to be a slow process to get to a hurdle to cut rates again. … I don’t think you’re going to see a cut at the next Fed meeting,” Gundlach said.