Meta CEO Calls Consumer AI ‘One of the Most Transformative Products We’ve Made’ Meta Platforms Inc. isn’t backing down from its aggressive spending, even after the DeepSeek news. The company reaffirmed its forecast of $60 billion to $65 billion in capital expenditures for the year—an outlook CEO Mark Zuckerberg first...
While the Federal Reserve is expected to keep interest rates steady on Wednesday, speculation about potential hikes has resurfaced. Analysts at Barclays still anticipate a gradual decline in rates through 2025 but acknowledge that a rate hike isn’t entirely off the table. Options markets currently price in a 25% chance...
On Monday, Nvidia Corp. suffered the largest single-day loss in U.S. stock market history, shedding $593 billion in market value, according to Dow Jones Market Data. The catalyst? A breakthrough attributed to Liang Wenfeng, co-founder of High-Flyer Quant and its AI-focused subsidiary, DeepSeek. DeepSeek, an advanced AI model, was developed...
Analyst Highlights Alphabet’s Potential in AI Chips but Criticizes Missed Market Opportunities As Wall Street searches for alternatives to Nvidia Corp., an unexpected player has emerged in the conversation: Alphabet Inc. (GOOGL, GOOG). D.A. Davidson analyst Gil Luria has singled out Alphabet for its tensor processing units (TPUs), describing them...
The start of President Donald Trump’s second term has sparked a robust rally, driving the S&P 500 stocks to record highs and stretching market valuations to historic levels. Investors are now exploring alternatives to megacap technology stocks, seeking more affordable opportunities that could still benefit from the administration’s early policy...
Demand for Bullish Equity Options Signals Renewed Optimism in Markets The S&P 500 (SPX) narrowly missed hitting a new all-time high on Wednesday, though Thursday’s early indicators point to a softer start. In a bullish turn, Nomura strategist Charlie McElligott suggests a potential “melt-up” could be underway. Known for his...
