Why DeepSeek is 'unexpected' positive for semicaps like AMAT, KLAC, LRCX
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- Wall St tumbles on tech selloff as concerns about hawkish Fed, AI spending mount
- SpaceX extends losses after $600 billion wipeout, tech stocks slide again
- Oil steady as investors focus on Hormuz flows after peace talks
- South Korea leveraged ETF crisis sparks global chip selloff
- Trump announces nuclear deal with Iran, lifts Hormuz blockade
- Exclusive-China robot-hand-building unicorn Linkerbot targets $6 billion valuation
- Spain's ex-transport minister sentenced to 24 years for corruption
- China, US, UAE police arrest 276 telecom fraud suspects in Dubai
- Li Auto Inc. (LI) Breaks Ground on Chips R&D and Production Base
- 'Equal and opposite': BTIG's Krinsky sees sharp reversal ahead for chip stocks
Wolfe Research on Meta Platforms Inc. (META), 'we expect a beat on both top and bottom lines'
January 28, 2025 12:09 PM ESTWolfe Research analyst Shweta Khajuria reiterated an Outperform rating and $730.00 price target on Meta Platforms Inc. (NASDAQ: META).
The analyst comments "For Q4, we expect a beat on both top and bottom lines, largely in-line with investor expectations. For FY25, we expect $112 - $117B Total Expenses... More
Goldman Sachs on Microsoft (MSFT): 'Strong cash yields as CapEx growth slows can drive accelerating net interest income'
January 27, 2025 2:11 PM ESTGoldman Sachs analyst Kash Rangan reiterated a Buy rating and $500.00 price target on Microsoft (NASDAQ: MSFT)
The analyst comments "Microsofts -19% TTM vs. NASDAQ despite its pivotal Gen-AI infrastructure cycle and the percolation of Gen-AI into the platform and application layer, coupled with EPS leverage, reaffirms conviction in our Buy rating and $500 PT. While higher COGS, and FX... More
