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المصدر: 24/7 Wall Street وكالة أنباء
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AI's Absurd Spending Boom? Hyperscalers Are Spending 102% of Cloud Revenue on Capex

AI's Absurd Spending Boom? Hyperscalers Are Spending 102% of Cloud Revenue on Capex

The artificial intelligence boom is turning corporate capital spending into a different kind of arms race.

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المصدر: 24/7 Wall Street
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المصدر: 24/7 Wall Street وكالة أنباء
قبل 4 أسبوع
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Microsoft Has Something Nvidia Doesn't and Here's Why it Matters

Microsoft Has Something Nvidia Doesn't and Here's Why it Matters

Microsoft (NASDAQ:MSFT | MSFT Price Prediction) has spent the last year alongside NVIDIA (NASDAQ:NVDA) as the two poster children of the AI trade.

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المصدر: 24/7 Wall Street
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المصدر: The Motley Fool وكالة أنباء
قبل 4 أسبوع
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Tesla's Model Y L Is Coming to America. Will It Reignite Sales Growth?

Tesla's Model Y L Is Coming to America. Will It Reignite Sales Growth?

Tesla has ended production of older models, intending to shift toward making humanoid robots. Electric vehicles are still the company's bread and butter.

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المصدر: The Motley Fool
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المصدر: Seeking Alpha وكالة أنباء
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Nvidia's Real Test Comes After Earnings

Nvidia's Real Test Comes After Earnings

Nvidia's Q2 consensus stands at $92.05 billion revenue and $2.09 EPS after eight consecutive quarters of beats. Q3 revenue expectations have climbed to $103.7 billion, making forward guidance more important than another routine Q2 beat. Vera Rubin, China shipments and CPUs could extend growth, with Nvidia targeting a $200 billion CPU opportunity.

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المصدر: Seeking Alpha
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المصدر: CNBC وكالة أنباء
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The Meta Trial That Could Reshape Facebook And Instagram

The Meta Trial That Could Reshape Facebook And Instagram

Meta is facing what could be its most consequential trial yet, as 29 state attorneys general accuse the tech giant of knowingly designing Facebook and Instagram to addict children and misleading the public about the risks. The states are seeking civil penalties that could approach $200 billion and changes to core features like infinite scroll and autoplay, while Meta says the claims are unsubstantiated and that it has built strong protections for teens.

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المصدر: CNBC
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المصدر: New York Post وكالة أنباء
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Tesla feature at the center of nearly 3 million-vehicle recall

Tesla feature at the center of nearly 3 million-vehicle recall

The US automaker said the recall covers imported and China-made Model 3, Model Y, Model S and Model X vehicles, according to notices filed with China's State Administration for Market Regulation.

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المصدر: New York Post
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المصدر: Seeking Alpha وكالة أنباء
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Microsoft: Higher Revenue Visibility Met Measured Capex

Microsoft: Higher Revenue Visibility Met Measured Capex

Based on the latest updates from Microsoft and other hyperscalers, I see clearer validation of MSFT's AI strategy. The combination of enhanced revenue visibility and better-covered capex investment improves my confidence for a more sustainable AI investment cycle and return pathway. MSFT's enhanced revenue visibility is evidenced by robust RPO growth, increased unearned revenues, and expanding receivables.

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المصدر: Seeking Alpha
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المصدر: Fox Business وكالة أنباء
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Tesla recalls nearly 3M vehicles over doors that may be difficult to open after crashes

Tesla recalls nearly 3M vehicles over doors that may be difficult to open after crashes

Tesla's recall of nearly 3 million vehicles in China involves door handles that may trap occupants after severe collisions if low-voltage systems fail.

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المصدر: Fox Business
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المصدر: The Guardian وكالة أنباء
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Hook, hold, harvest and hide: Meta's alleged strategy laid out in first week of landmark trial

Hook, hold, harvest and hide: Meta's alleged strategy laid out in first week of landmark trial

In trial that opened on Tuesday, California and 28 other states accused the company of designing addictive sites and violating laws protecting children's privacy

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المصدر: The Guardian
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المصدر: The Motley Fool وكالة أنباء
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Every S&P 500 Index Fund Owner Holds More Nvidia Than Apple

Every S&P 500 Index Fund Owner Holds More Nvidia Than Apple

Nvidia was 7.50% of the Vanguard S&P 500 ETF at the end of June, against 6.58% for Apple. The fund's five biggest positions add up to just over 25% of its $1.05 trillion in assets.

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المصدر: The Motley Fool
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المصدر: Finbold وكالة أنباء
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How much will 100 NVDA shares earn when Nvidia pays its next hiked dividend?

How much will 100 NVDA shares earn when Nvidia pays its next hiked dividend?

Nvidia (NASDAQ: NVDA) shareholders holding 100 shares of the firm are expected to receive $25 when the company's next quarterly dividend is paid.

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المصدر: Finbold
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المصدر: Zacks Investment Research وكالة أنباء
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NVIDIA Earnings in 5 Days: Should You Buy, Hold, or Sell NVDA?

NVIDIA Earnings in 5 Days: Should You Buy, Hold, or Sell NVDA?

NVIDIA's strong AI demand, 91B revenue outlook and attractive valuation point to potential upside ahead of fiscal Q2 earnings.

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المصدر: Zacks Investment Research
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المصدر: 24/7 Wall Street وكالة أنباء
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Tesla vs. SpaceX: Which Musk Stock Offers the Better Bet on the Future?

Tesla vs. SpaceX: Which Musk Stock Offers the Better Bet on the Future?

Tesla (NASDAQ:TSLA | TSLA Price Prediction) and SpaceX (NASDAQ:SPCX) just gave investors two very different versions of the Musk future.

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المصدر: TechCrunch وكالة أنباء
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Tesla's solar roof is dead. Here's what went wrong

Nearly a decade ago, Tesla introduced its solar roof, which was essentially a mini-power plant that happened to look like high-end shingles, fancy terracotta tiles or refined slate slabs.

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المصدر: TechCrunch
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