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Wall Street, AI and DeepSeek

Why DeepSeek's AI Model Has Wall Street Bullish on Software Stocks

Key Takeaways The stocks of software companies such as Salesforce have soared this week on hopes that Chinese start-up DeepSeek's cost-efficient AI model could make AI applications significantly less expensive to develop and run.

The Washington Post on MSN · 4h

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.

New York Post · 2d

Nightmare on Wall Street as tech stocks lose $1T over Chinese AI startup DeepSeek

DeepSeek was reportedly developed in just two months at a cost of under $6 million — a stark contrast to the billions typically spent by US giants.

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 · 24m

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 · 3h

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,

The Wall Street Journal on MSN1d

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.

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 ...

19hon MSN

Meta posts sharply higher Q4 profit, revenue, topping Wall Street's expectations

Meta Platforms Inc. posted sharply higher profit and revenue for its fourth quarter on Wednesday, thanks to higher ad revenue ...

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.

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 ...

1don MSN

Nvidia faces a reckoning as an upstart rival raises questions about Wall Street’s darling

The superstar run for Nvidia’s stock the last few years has been astonishing. So was its tumble Monday, which caused $595 ...

2don MSN

Wall Street Thinks This Warren Buffett Artificial Intelligence (AI) Stock Is Headed to $4 Trillion in 2025. Here's Why I'm Not So Sure.

Warren Buffett has led investment management firm Berkshire Hathaway since 1965. Over the last several decades, Buffett and ...

3don MSN

Arbe Robotics Ltd. (ARBE): Advancing Autonomous Driving with AI-Driven Radar Solutions

We recently published a list of 10 AI Stocks Making Waves on Wall Street. In this article, we are going to take a look at ...

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