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The Latest Breaking News from Angelo Zino

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

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

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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

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

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.

Fortune

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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.

Kiplinger

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.

Fortune

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.

Investors Business Daily

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

The Guardian - UK

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.

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

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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.

International Business Times

All Eyes On AI To Drive Big Tech Earnings

Over the next two weeks, the quarterly results of Big Tech giants will offer a glimpse on the bankability of artificial intelligence and whether the major investments AI requires are sustainable for the long haul.

Fortune

The 'Magnificent Seven' have dragged the S&P to record highs. Will the moniker remain relevant?

Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla accounted for half of the S&P 500’s total gains last year, according to Morgan Stanley.

Investors Business Daily

Meta Stock Falls For Second Day. What's Behind Recent Slide?

Meta Platforms stock is down for a second straight day Friday amid a tech sell-off and negative analyst commentary.

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news in one place.

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Investors Business Daily

Analysts Hike Price Targets On Meta As AI-Focus Seen Driving Revenue Growth

Meta stock gained slightly in early trading as analysts boosted their estimates for the Facebook parent's sales.

Barchart

Should You Sell the News After Apple's Big AI Reveal?

After the iPhone giant’s AI-enabled upgrades announcement, should investors consider selling the stock?

Investors Business Daily

Adobe Adds More AI Features To Acrobat; Stock Falls On FTC Lawsuit

Adobe unveiled major advancements to its Adobe Acrobat document software powered by artificial intelligence.

Fortune

Apple is getting a once-in-a-decade secret weapon in AI-enabled ‘intelliphones’—Bank of America sees its stock surging 20%

AI could breathe life into the stagnant tech giant by kicking off an iPhone upgrade cycle.

Kiplinger

Stock Market Today: Stock Rally Runs Out of Steam

A sharp post-earnings selloff for Walt Disney stock kept a lid on the Dow Tuesday.

Kiplinger

Stock Market Today: Stocks Reverse Lower as Treasury Yields Spike

A good-news-is-bad-news retail sales report lowered rate-cut expectations and caused government bond yields to surge.

Investors Business Daily

Apple Stock Rises On AI Mac News. Shares Look To Retake Key Level.

Apple stock rose on a news report that the company plans a big AI-focused refresh of its Mac computer lineup.

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