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The Latest Breaking News from Angelo Zino

DeepSeek selloff: Should you buy the dip in Nvidia, tech?

The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept through Silicon Valley.

Fortune

Analysts reboot Oracle stock price targets after earnings

Here's what could happen next to Oracle shares.

The Street

Nvidia CEO waves off Blackwell production concerns; CFO says demand is ‘staggering’

Huang brushed aside reported engineering snags with the new GPU offering and said the platform’s Q4 sales should exceed prior estimates.

Fortune

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Goldman Sachs analyst leads Nvidia price target overhauls after earnings

Nvidia's near-term outlook may have disappointed markets, but analysts are taking a different view.

The Street

Nvidia analyst predicts 'jaw-dropper' Q3 earnings—others on Wall Street are not so sure

Multiple analysts said Wednesday’s call could prove to be a “sell the news” event, just like last quarter.

Fortune

Pinterest Sinks As Revenue Growth Underwhelms. Can Amazon And Google Help?

Pinterest stock sank after its sales guidance underwhelmed. Analysts remain bullish on Amazon and Google partnerships.

Investors Business Daily

Nvidia to reap billions in big tech AI spending

Nvidia hasn't reported yet, but it's the clear winner of the megacap third-quarter-earnings season.

The Street

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Analysts revisit Microsoft stock price targets after Q1 earnings

Microsoft is facing a curious challenge in the ongoing AI investment race.

The Street

Meta Stock Falls Despite Strong Quarter. Why Zuckerberg Is Keeping Up The AI Spending Spree.

Meta stock was trading lower late Wednesday after the Facebook parent reported Q3 earnings ahead of views.

Investors Business Daily

AMD's biggest problem is a massive opportunity

AMD has its work cut out for it, but the payoff could be huge if it succeeds.

The Street

Nvidia surges as Jensen Huang touts ‘insane’ Blackwell demand

Jensen Huang also announced a partnership with IT consulting giant Accenture to boost corporate AI adoption.

Fortune

AI Investments Not Slowing Down, Nvidia Stock Analyst Says

The relentless pace of innovation in artificial intelligence and sustained demand for AI chips bodes well for Nvidia stock and its peers.

Investors Business Daily

Top analyst revisits Apple stock price target amid iPhone 16 debate

Apple's big bet on an AI-powered iPhone is off to a slow start.

The Street

Intel CEO Pat Gelsinger's turnaround plan gets massive boost.

Intel's struggling to remain a chip leader, but it's not all bad news.

The Street

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Fortune

Buying these 3 Magnificent Seven stocks now could pay off

After shares of some large-cap tech giants had a blistering start to 2024, many have fallen back down to Earth.

Kiplinger

Is Oracle Stock a Buy After Earnings Beat, Amazon Alliance?

Oracle stock is rallying Tuesday after the tech firm beat earnings expectations and announced a new AWS partnership. Here's what you need to know.

Fortune

Nvidia shares continue to fall. Should you buy the dip?

Nvidia's stock has fallen over 10% in the last two days, but the world's most dominant chipmaker is still up 115% year to date.

Fortune

Nvidia’s Q2 earnings could spark an AI rally—or a selloff

Nvidia’s earnings are a referendum on both AI investment and the semiconductor industry, multiple industry analysts told Fortune.

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news in one place.

100’s of premium titles.
One news app.

Investors Business Daily

How Nvidia Is Building A Competitive Moat To Fend Off AI Challengers

As Nvidia tries to expand its presence in the AI market and build a competitive moat, it is raising concerns among rivals and antitrust regulators.

The Guardian - UK

Why have the big seven tech companies been hit by AI boom doubts?

Their shares have fallen 11.8% from last month’s peak but more AI breakthroughs may reassure investors

Fortune

Big Tech is using massive free cash flows to pay more dividends

Silicon Valley behemoths like Meta, Alphabet, Microsoft and Apple can afford to pay shareholders while still spending on R&D.

The Street

Microsoft earnings: Azure growth, AI spending key as big tech wavers

Microsoft kicks-off the first of four megacap tech earnings this week with its fourth quarter update after the close of trading.

Fortune

Microsoft earnings preview: Cloud computing key to AI revenue

Microsoft shareholders have become accustomed to good news from CEO Satya Nadella and CFO Amy Hood.

Fortune

Will Big Tech earnings calls stop massive stock market rotation?

Most of the tech giants maintain immense profitability and a head start in the AI race, but more good news might not buoy the markets.

The Street

Analysts reset Google parent stock price targets after Q2 earnings

Google parent Alphabet is on track to lay out $50 billion in capital spending this year.

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