Alphabet (GOOGL) February 7 weekly 200 straddle priced into quarter results
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- Wall St futures muted as bond yields resume climb; Walmart drops after results
- Walmart shares fall despite earnings beat
- Alibaba stock dips as Q2 profit misses estimates despite strong AI cloud growth
- Wolfe remains "broadly bullish on AI semis stocks", names Top Pick
- Moderna stock pulls back after massive one-day rally: analysts weigh in
- Marvell issues Google warrant tied to custom chip deal
- FOMC minutes from July 28-29th meeting
- US stock futures steady after tech slump; investors focus on Middle East tensions
- Lowe's Cos. (LOW) Tops Q2 EPS by 17c, Misses on Revenue; Offers Fy27 Guidance
- Deutsche Bank calls Treasury buyback doubling similar to ’operation twist’
What are the DeepSeek implications for the Big Internet 3?
February 3, 2025 4:00 PM ESTRaymond James analysts are assessing the impact of DeepSeeks latest advancements on major internet companies Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), and Alphabet (NASDAQ: GOOGL) but remain skeptical about its long-term implications.
The firm acknowledges that DeepSeeks V3 and R1 models present a potentially disruptive cost structure, with claims that a combination of novel AI techniques... More

