Disinflationary Boom Stoked by AI Surge May Mean More Upside for Stocks — Alpine Macro
GS Lists Stocks Mutual Funds Overweighted in Q1 in Their Hunt for AI Exposure
IBKR Sees 'almost No Concern' Priced Into Nvidia's Weekly Options Before Q1 Report
Will Nvidia Fill Biggest Piece Of AI Monetization Puzzle With Q1 Earnings? Tech Bull Says 'Party's Just Getting Started With The Popcorn Getting Ready'
Ahead of Nvidia Corp.'s (NASDAQ:NVDA) earnings on Wednesday, Wedbush analyst Daniel Ives sounded upbeat about about AI-levered stocks and offered his take on what to expect from the AI stalwart's quar
Kenya Set For Digital Revolution: Microsoft And G42's Investment In AI And Cloud Infrastructure
Microsoft Corp. (NASDAQ:MSFT) and G42, an Artificial Intelligence company, announced a significant digital investment in Kenya, partnering with the Republic of Kenya's Ministry of Information, Communi
Blackstone To Grant Equity To Rank-And-File Employees At US Buyouts: Report
Blackstone Inc. (NYSE:BX) is reportedly initiating a plan to grant equity to the majority of employees at its U.S. buyout companies.The decision will be announced at an investor conference this week a
Microsoft Launches Team Copilot To Boost Workplace Collaboration
Microsoft Corp. (NASDAQ:MSFT) has unveiled a new version of its Copilot assistant, designed to enhance team collaboration. The move is part of the company's broader strategy to integrate artificial in
The Real AI Stock Darling Since the Boom Isn't Nvidia -- Bank of America
China's EV Maker XPeng Speeds Ahead With Strong Revenue Growth, Expects Selling More Than 29K Units In Q2
Chinese EV maker XPeng Inc (NYSE:XPEV) reported fiscal first-quarter sales growth of 62.3% year-on-year, to 6.55 billion Chinese Yuan ($0.91 billion), beating the analyst consensus estimate of 6.17 bi
Cathie Wood's Ark Invest Buys Shares Of Nvidia-Rival AMD, Continues Its Shopify Share-Buying Spree
On Monday, Cathie Wood's Ark Invest made some significant trades, with the most notable being the purchase of Shopify Inc (NYSE:SHOP) and Advanced Micro Devices Inc (NASDAQ:AMD) shares.The Shopify Tra
Why Is EHang Holdings Stock Rising Premarket Monday?
EHang Holdings Limited (NASDAQ:EH) shares are trading higher after it reported first-quarter FY24 results.Revenue increased 178.0% Y/Y to RMB61.7 million.
Dating App Maker Bumble Acquires Geneva To Enhance Community Focus
Dating app company Bumble Inc. (NASDAQ:BMBL) has announced plans to acquire Geneva, an app designed for group and community connections based on shared interests. The financial terms were not disclose
Microsoft To Unveil New Surface Devices At Redmond Event
Microsoft Corp. (NASDAQ:MSFT) is set to reveal new hardware and software for consumer devices at an event on its Redmond, Washington campus on Monday. Reuters reported that the announcement will inclu
Investment Advisor Says 'Throwing Random Darts At Tickers' Would Beat ARKK As Cathie Wood's Flagship Fund Lags Far Behind Soaring Market: 'How Do They Do It?!'
Ark Investment Management, led by star investor Cathie Wood, is facing a harsh reality in 2024. While the broader market is hitting record highs, Ark's actively managed funds are lagging far behind, r
Microsoft Unveils AMD-Powered AI Chips To Rival Nvidia: Report
Microsoft Corp (NASDAQ:MSFT) is planning to introduce Advanced Micro Devices Inc's (NASDAQ:AMD) artificial intelligence chips to its cloud computing customers, aiming to rival Nvidia Corp's (NASDAQ:NV
JD.com's Q1 Earnings: Revenue And EPS Beat, Adj. EBITDA Growth, CEO Credits Focus on User Experience And More
JD.com, Inc. reported fiscal first-quarter 2024 revenue growth of 7% year over year to $36.02 billion, beating the analyst consensus estimate of $35.62 billion.
Carvana Expects Surge In Used Car Demand On New Vehicle Oversupply
Online used car retailer Carvana Co (NYSE:CVNA) anticipates a surge in used car sales amid a potential oversupply of new vehicles, according to Chief Executive Officer Ernest Garcia III. Speaking at a
Monday.com Sees Surge in High-Value Customers, Driving Impressive First Quarter Earnings
Monday.com Ltd (NASDAQ:MNDY) reported fiscal first-quarter 2024 revenue growth of 34% Y/Y to $216.9 million, beating the analyst consensus estimate of $210.4 million. The project management software c
Microsoft's €4B French AI Push: Tech Expansion Reportedly Intensifies
Technology giant Microsoft Corp (NASDAQ:MSFT) reportedly intends to invest €4 billion ($4.3 billion) in constructing cloud and AI infrastructure in France, marking its latest significant expenditure i
Markets May Move Higher in Coming Months on Growth and Profitability – Global X