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Tech CEOs try to reassure Wall Street

Tech CEOs try to reassure Wall Street after DeepSeek shock

Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still spend billions on AI data centers.

The Wall Street Journal on MSN · 1d

DeepSeek Is Upending Wall Street’s Big AI Power Trade

The selloff extended to shares of natural-gas producers, pipeline operators, mining companies, and electricity generators.

Seeking Alpha · 2d

Wall Street Lunch: DeepSeek Disrupts The AI Trade - For Now

AI stocks got slammed as the China app challenged cost and demand assumptions. Bond yields plunge and cash moves to safety. Analysts see buying opportunity.

Apple, iPhone and AI

Markets Insider on MSN · 20h

Wall Street is cautious on iPhone sales ahead of Apple earnings but analysts hope AI will shine

Wall Street is mainly focused on Apple's iPhone sales in China and any guidance related to its March quarter, which could include iPhone SE4 sales.

Business Insider · 35m

Apple earnings updates: Stock rises as Wall Street watches for China iPhone sales, services business updates

Apple's earnings call is today at 5 pm ET. AAPL stock heads into the report down 4% YTD. Analysts are focused on services and China sales.

MarketWatch · 4h

Apple earnings: What to expect on iPhone sales, AI as stock looks to reignite

Apple reports fiscal first-quarter earnings after the close of trading Thursday. Analysts will be focused on iPhone momentum following a sluggish start to the year for Apple's stock.

AI, Microsoft

USA Today · 14h

Microsoft shares slide as cloud forecast, AI spending disappoint

Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet to satisfy investors.

Hosted on MSN · 2h

Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs

By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud revenue, while Meta rose 4% after CEO Mark Zuckerberg assured Wall Street about growth with promises of a "really big year".

The Financial Times · 16h

Microsoft’s cloud sales disappoint as it struggles to meet AI demand

Microsoft’s vast cloud division posted slower growth than Wall Street forecast as the tech group struggled to keep pace with customer demand for artificial intelligence-related services. The Seattle-based software group beat analysts’ expectations for revenue and net income in the quarter ending in December,

Nvidia Stock Investors Just Got Good News From President Donald Trump and Wall Street

Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research ...

How AI Revolution Is Driving 200,000 Layoffs On Wall Street

AI and automation could eliminate 200,000 Wall Street jobs. Discover which roles are most at risk and how to future-proof your career.

1don MSN

Wall Street is growing more bullish on Tesla's AI push ahead of earnings

With Tesla set to release its latest quarterly earnings report, Wall Street thinks the stock can keep rising on a "golden age ...

19h

Meta earnings live updates: Wall Street watching for AI monetization, reaction to DeepSeek mania

Meta's earnings call is today at 5 pm ET. META stock heads into the report up 15% YTD. Analysts are focused on AI ...

24/7 Wall St. on MSN6d

Wall Street Expert Expects This AI Stock to Pop Over 138% This Year

Micron (NASDAQ: MU) makes memory chips and storage for phones and computers. However, these chips can also be used for data ...

48m

Inside Microsoft’s quick embrace of DeepSeek

Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later. This brings a lot more AI capabilities to Windows, and it’s something ...

Defense One55m

The D Brief: Army helo, airliner collide; Trump orders Gitmo expansion; Natsec moves, polled; How DeepSeek may change military AI; And a bit more.

Three soldiers on a Black Hawk and all 64 people aboard an airliner are feared dead after the UH-60 and an American Airlines ...

24/7 Wall St1h

Stock Market Today: Live Look at Meta Stock

The broad market is less volatile today, but the big news continue to be tech stocks releasing quarterly earnings. Dow Jones Industrial Average: Up 0.35% Nasdaq: Up 0.04% S&P 500: Up 0.26% Meta Rises, ...

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