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Amazon.com Inc. shares reached a new high following strong quarterly results, with a 1% increase to $201.45. The company's cloud division, Amazon Web Services, showed significant growth, contributing to a positive outlook for the holiday season. Analysts are optimistic about Amazon's performance, with 94% recommending buying the stock and a potential for further growth in the next year. [Extracted from the article]

Arm Holdings Plc, a leading chip-design company, is facing skepticism from investors due to its almost 90% share-price jump, making it one of the most expensive stocks in the market. Despite its importance in tech chipmaking and AI, Arm's growth rate may not justify its high valuation. Analysts have mixed opinions on the stock, with some expressing concerns about its future revenue outside of AI. While some believe Arm will grow into its valuation over time, others question its ability to do so. Wall Street remains positive about the AI trade in general, with expectations of increased spending on AI-related technologies by big tech companies. [Extracted from the article]

Arm Holdings Plc, a leading chip-design company in the AI industry, is facing skepticism from investors due to its high valuation and low growth expectations. Despite being instrumental in new tech developments, Arm's stock price has surged, making it one of the most expensive stocks in the market. Analysts are divided on the stock's future performance, with concerns about its ability to justify its valuation and compete in a challenging industry. While some believe Arm will grow into its valuation over time, others question its growth potential and revenue sources outside of AI. The company's upcoming earnings report and decision to cancel a key license with Qualcomm are key factors influencing investor sentiment. [Extracted from the article]

The Nasdaq 100 Index reached a new record high following the US presidential election, driven by a strong performance in megacap tech stocks. The index surged 2.7% in a single day, marking its largest gain since August, and is now up 24% for the year. Investors are optimistic about a more favorable regulatory environment post-election, with big tech companies like Alphabet, Tesla, and Amazon reporting strong earnings results. Analysts believe that the rally in tech stocks will continue, supported by the ongoing advancements in artificial intelligence. [Extracted from the article]

Nvidia Corp. has surpassed Apple Inc. to become the largest company in the world, with a market capitalization of $3.43 trillion. This achievement highlights the growing dominance of artificial intelligence on Wall Street, with Nvidia being a major beneficiary of the AI infrastructure cycle. The top companies on Wall Street, including Microsoft, Amazon, and Meta Platforms, are heavily invested in AI, with Nvidia being a key player in this space. Analysts expect Nvidia's revenue to more than double in the current fiscal year, reflecting the strong demand for AI technologies. [Extracted from the article]

The article discusses the impact of tech companies' earnings reports on the stock market, particularly focusing on Apple Inc. and Amazon.com Inc. Investors are closely watching these reports to gauge the performance of the tech sector, with high expectations due to previous strong results from other companies like Alphabet Inc. and Tesla Inc. The market reacted negatively to disappointing forecasts from Microsoft Corp. and Meta Platforms Inc., highlighting the importance of Apple and Amazon's reports in determining the market's direction. [Extracted from the article]

Super Micro Computer Inc. shares have turned negative for the year following the resignation of its auditor, Ernst & Young LLP, due to concerns about governance and transparency. The stock fell 16% in one day and has plummeted by more than 75% since reaching a peak in March. Despite these challenges, analyst Jim Kelleher remains optimistic about the company's long-term prospects, awaiting resolution of issues with a new accounting firm and the US Department of Justice probe. [Extracted from the article]

The article discusses the significance of Apple Inc. and Amazon.com Inc.'s earnings reports in determining the success of this Big Tech earnings season. The market's reaction to Microsoft Corp. and Meta Platforms Inc.'s results has influenced investor sentiment, with high expectations for Apple and Amazon. Analysts are particularly interested in Apple's iPhone demand with AI features and Amazon's e-commerce and cloud-computing businesses. The article also highlights concerns about Apple's revenue growth and Amazon's margins, emphasizing the importance of these earnings reports for both companies. [Extracted from the article]

Arm Holdings PLC's US-listed shares dropped 4.5% after Bernstein downgraded the chip-design company, citing concerns about its valuation and the potential lack of upside. Despite being a major player in the artificial intelligence market, Arm's stock has more than doubled this year, leading to worries about its future performance. Analysts are divided on the stock, with fewer than 10% holding a bearish view, while the average price target suggests a 10% downside over the next year. [Extracted from the article]

Alphabet Inc. has faced stagnant stock performance due to concerns about antitrust actions and competition in the AI market. Despite expected positive earnings results, uncertainties surrounding regulatory issues and market share risks persist. The company's valuation is relatively low compared to other tech giants, but investors are cautious about the long-term growth outlook and increasing regulatory challenges. Analysts recommend buying Alphabet stock, citing its potential for growth, but concerns about regulatory headwinds remain. [Extracted from the article]

Reddit Inc. has seen a significant increase in its stock price since going public, with a focus on its role in the artificial intelligence sector. The company's upcoming third-quarter results will reveal its revenue growth and profitability, particularly from data licensing agreements for AI training. Reddit's success has attracted investors interested in AI-related companies, positioning it favorably in the market alongside other AI darlings. Analysts anticipate Reddit's profitability to improve in the future, despite its current high valuation. [Extracted from the article]

The article discusses how slowing profit growth is impacting the stock market's technology giants, such as Apple, Nvidia, Microsoft, Alphabet, and Amazon. These companies are projected to post slower earnings growth in their third-quarter results, raising questions about their future performance and market leadership. Despite concerns about valuations, AI investments, and regulatory issues, analysts remain bullish on Big Tech stocks due to their above-average profit growth and exposure to artificial intelligence. The article highlights the challenges and opportunities facing these companies as they navigate a changing market landscape. [Extracted from the article]

The semiconductor industry is experiencing a growing divide between companies benefiting from artificial intelligence (AI) and those facing challenges due to sluggish demand in other sectors. ASML Holding NV's recent sales forecast cut highlighted the impact of AI on the market, while Taiwan Semiconductor Manufacturing Co. reported improved revenue due to AI-related growth. The industry's future seems to be heavily influenced by AI spending, with companies like Nvidia and TSMC expected to benefit, although challenges remain for non-AI chipmakers. [Extracted from the article]

Nvidia's shares are surging as the company addresses concerns about product delays and its long-term growth. The CEO confirmed that the Blackwell chip is in full production and demand for it is high. Major companies like Microsoft are investing heavily in artificial intelligence, further boosting Nvidia's prospects. Analysts expect Nvidia's revenue to more than double this fiscal year, and the company remains well-positioned to capitalize on the AI opportunity. [Extracted from the article]

Apple Inc. shares reached a record high due to optimism surrounding the release of artificial intelligence-powered iPhones. The stock rose by 2.7% to $237.49, surpassing its previous peak in July. Apple's stock has risen by 37% in the past six months, outperforming the Nasdaq 100 Index. The introduction of an iPhone with AI features and a new iPad mini with similar capabilities has contributed to Apple's success. Analysts remain positive on the stock, citing strong upgrade demand and growth potential in developing markets. Despite initial tepid demand for the new iPhone, investors view Apple as a safe haven and anticipate a large upgrade cycle in the future. [Extracted from the article]

Nvidia's shares have rebounded after addressing concerns about product delays and long-term growth. The stock has risen almost 14% this month and reached a record close, making it the second-best performer in the S&P 500 Index this year. CEO Jensen Huang's announcement that the Blackwell chip is in full production and experiencing high demand has reassured investors. Nvidia remains a favored investment in artificial intelligence, especially as major companies like Microsoft continue to invest in AI initiatives. Analysts expect Nvidia's revenue to more than double this fiscal year and rise another 44% the following year. [Extracted from the article]

Pinterest is gaining attention from Wall Street analysts who are optimistic about its growth potential and ability to monetize its user base. Positive commentary from Goldman Sachs and Oppenheimer, as well as a partnership with Amazon, have contributed to this positive outlook. While the stock has experienced a recent selloff, analysts are becoming more positive, with Goldman Sachs adding the stock to its Americas Conviction List and RBC Capital Markets including it in its top 30 global ideas for 2024. The stock is currently trading at a lower multiple than its peers and has a consensus recommendation of 4.47 out of five. [Extracted from the article]

Microsoft Corp. shares have fallen after a downgrade from Oppenheimer, with analyst Timothy Horan warning that investors were too optimistic about the potential of artificial intelligence (AI) to boost the stock. Horan stated that enterprise adoption of AI has been slow, and associated revenues are likely to disappoint. Losses at OpenAI, in which Microsoft has invested, are also a concern. Despite the downgrade, Wall Street remains overwhelmingly positive on Microsoft's stock, with more than 90% of analysts recommending buying shares. [Extracted from the article]

Amazon.com Inc. shares fell after Wells Fargo Securities downgraded the stock due to concerns over margin trends and the potential inability of the cloud computing business to compensate for this. The analyst cut the stock to equal weight from overweight and lowered the price target. While Amazon is highly regarded on Wall Street, with the majority of analysts holding a buy rating, there are concerns about margin expansion and the reliance on the Amazon Web Services cloud computing business. However, long-term demand for AWS is expected to be strong due to artificial intelligence. [Extracted from the article]

Apple Inc. shares fell 2.3% after a Jefferies analyst expressed skepticism about the company's latest iPhones, which are the first to include artificial intelligence (AI) tools. The analyst stated that the high market expectations for the new iPhones are unlikely to be met due to a lack of significant new features and limited AI coverage. While the analyst recognized the long-term potential of AI for Apple, they believe that the current valuation is high and that AI will not be a driving force in the near future. This perspective contrasts with the optimism surrounding the AI features and their potential to boost revenue growth. [Extracted from the article]

Apple Inc. shares dropped by over 1% after a Jefferies analyst expressed skepticism about the company's latest iPhones, which are equipped with artificial intelligence (AI) tools. The analyst stated that the high market expectations for the new iPhones are unlikely to be met due to a lack of significant new features and limited AI coverage. While the analyst recognized Apple's potential in AI in the long term, they believe that the current valuation is high and that AI will not be a driving force in the near future. Wall Street analysts are generally more cautious about Apple compared to other major tech companies. [Extracted from the article]

Microsoft shares have experienced a decline in recent months, as some investors have become less interested in the artificial intelligence sector and are seeking better value elsewhere. The stock is currently almost 9% below its all-time high, while a software firm ETF closed at a record high. Analysts have also become more cautious on Microsoft, citing increased competition in the AI space and a reduced justification for the stock's premium valuation. Despite this, the majority of analysts remain bullish on Microsoft, and the company's long-term prospects are still viewed favorably. [Extracted from the article]

Investors remain optimistic about Apple Inc. shares despite tepid demand for the iPhone 16. The highly anticipated artificial intelligence features of the phone will not be available until October, and data on pre-orders and lead times suggest that expectations for an upgrade cycle may not be met. However, many on Wall Street still expect the AI iPhones to drive growth for the company. Apple's stock has been relatively stable compared to other tech giants, and its track record of steady earnings growth and stock buybacks contribute to its reputation as a safe investment. However, some analysts caution that the stock's high valuation and lack of growth could make it vulnerable if the upgrade cycle does not materialize. [Extracted from the article]

Micron Technology Inc. is expected to report strong growth in its high-bandwidth memory chips used in artificial intelligence (AI) data processing. Positive commentary on AI demand could boost the AI chip trade, which has recently stalled. Micron's shares have dropped significantly and are now considered potentially undervalued. While some investors remain skeptical, the longer-term outlook for Micron is optimistic, with analysts projecting a more than 50% rise in the stock over the next 12 months. Micron is also trading at a lower valuation compared to other chipmakers. [Extracted from the article]

The Dow Jones Industrial Average, a 128-year-old blue-chip index, has not included any artificial intelligence (AI) stocks such as Nvidia or Broadcom. This is due to the Dow's methodology of selecting components based on price rather than market capitalization. The omission of AI stocks has raised questions about the index's relevance and has led to speculation about when the committee will make changes. While the Dow is not intended to mirror the overall equity market, some argue that it should reflect the growing importance of AI. [Extracted from the article]

Alphabet Inc., the parent company of Google, has seen its stock price drop over 20% in the past two months due to regulatory uncertainty and antitrust issues. However, some investors see this as a buying opportunity, as Alphabet is now trading at a significant discount compared to its peers. The company's valuation is starting to outweigh the regulatory concerns, and analysts remain optimistic about its future revenue despite the risk of antitrust remedies. While Alphabet faces competition in the AI and search market, some investors believe that the regulatory issues have already been priced into the stock. [Extracted from the article]

Micron Technology Inc., a computer memory chip manufacturer, saw its shares decline after BNP Paribas Exane issued a rare bear call, warning that the stock would continue to underperform in relation to artificial intelligence (AI). Analyst Karl Ackerman downgraded the stock and cut his price target, citing oversupply of high-bandwidth memory (HBM) chips and a faster-than-expected market correction of conventional DRAM average selling prices. Despite the majority of analysts having buy ratings on the stock, Ackerman believes Micron will underperform AI peers through 2025. Micron's stock has dropped over 40% since June, while AI-focused chipmaker Nvidia Corp. has seen a 140% increase. [Extracted from the article]

IBM, one of the original big tech firms, is experiencing a resurgence and its shares are close to reaching a record high. The company's shift towards software and its focus on artificial intelligence have contributed to its outperformance, surpassing tech giants like Apple, Microsoft, Amazon, and Alphabet. IBM's latest earnings report showed strong growth in AI consulting and software bookings, and the company expects its revenue from software to increase. Additionally, IBM's cloud business and its lower valuation make it an attractive option for investors in the current market. While some analysts are cautious about IBM's growth potential, others see it as a stable and reliable investment for long-term investors. [Extracted from the article]

IBM shares have reached a record high, outperforming other tech giants like Apple, Microsoft, Amazon, and Alphabet. This resurgence is attributed to IBM's shift towards software and its focus on artificial intelligence. The company's latest earnings showed strong performance in AI consulting and software, and IBM's cloud business is also seen as a stable and less volatile option in the AI sector. Additionally, IBM's lower valuation and high dividend yield make it attractive to investors in a lower-rate environment. While some analysts are cautious about IBM's growth potential, others see it as a stable long-term investment option. [Extracted from the article]

IBM, one of the original big tech firms, has experienced a resurgence, with its shares up 26% this year. This outperformance is attributed to IBM's shift towards software and its potential in artificial intelligence. The company's latest earnings showed strong bookings for AI consulting and software, and IBM's cloud business is also gaining recognition as an AI winner. Additionally, IBM's steady and predictable stock makes it an attractive option for long-term investors. [Extracted from the article]

Oracle Corp.'s quarterly results are expected to show growth in its cloud infrastructure business, driven by demand for artificial intelligence (AI). While Oracle is not the largest cloud provider, its efforts to expand capacity and form partnerships with major tech companies have positioned it for further success. Analysts believe that if Oracle continues to demonstrate strength in the cloud, it could lead to better overall growth and a higher stock valuation. Despite being an underdog in the industry, Oracle has the potential for significant growth and has been praised by Wall Street analysts. [Extracted from the article]

Chipmaker Broadcom Inc. is set to release its earnings report, and investors are hoping that it will confirm the continued strength of demand for artificial intelligence (AI). This comes after disappointing results from Nvidia Corp. last week led to a sell-off in AI-exposed stocks. Broadcom, which supplies tech giants like Apple Inc., saw record revenue from AI products last quarter and is predicted to have AI-related sales of over $11 billion for fiscal 2024. Despite being a more defensive option, Broadcom is well-liked on Wall Street and is seen as a reliable AI play. [Extracted from the article]

Nvidia Corp. experienced a significant selloff, resulting in a $279 billion loss in market value. Traders are closely monitoring the stock's performance, with $100 per share being a crucial level to watch. The recent decline was triggered by disappointing earnings and cautionary research reports on artificial intelligence spending. Additionally, Nvidia has been subpoenaed as part of a US Justice Department antitrust probe. The lack of positive catalysts on the horizon and the high volatility of Nvidia shares contribute to the uncertainty surrounding the stock. However, some experts remain optimistic about Nvidia's long-term prospects. [Extracted from the article]

Nvidia Corp. experienced a significant drop in its stock value, losing $278.9 billion, the largest loss ever for a US stock. This decline was triggered by concerns from industry analysts that the hype surrounding artificial intelligence (AI) had become excessive. The Philadelphia Semiconductor Index also saw a decline, with all 30 members experiencing losses. The warnings about the slow progress of AI's impact on the global economy contributed to the sell-off in the tech sector. However, these concerns are not new, as Alphabet Inc. faced a similar situation in July. The market had previously rallied on the expectation of rate cuts from the Federal Reserve, but the recent warnings caused a sell-off. The chip sector was particularly affected, with Intel Corp. and Applied Materials Inc. experiencing significant drops. Other major tech companies, such as Alphabet, Microsoft Corp., and Apple Inc., also saw their stock prices decline. The lack of widespread adoption of AI across different sectors of the economy and concerns about the return on investment from AI spending were cited as reasons for the sell-off. The market volatility also spread to other assets, with oil prices and Treasury yields dropping as investors sought safer options. The upcoming release of key economic data, including the US payrolls report, will provide further clarity on the Federal Reserve's future actions. [Extracted from the article]

Nvidia Corp. experienced a significant loss in value, with shares dropping by 9.5% and losing $278.9 billion, the largest loss ever for a US stock. This decline was triggered by concerns from industry analysts about the overvaluation of artificial intelligence (AI) technology. The warnings from JPMorgan Asset Management and BlackRock Investment Institute emphasized that the promise of AI has not yet been fully realized and that patience is needed for its widespread adoption. This news, combined with other factors such as worries about China's growth and US manufacturing data, led to a broader sell-off in the tech sector and a decline in the Nasdaq 100. [Extracted from the article]

Nvidia Corp., a chipmaker, experienced a significant drop in its stock price following its earnings report, causing a decline in the semiconductor industry as a whole. This decline is attributed to post-earnings disappointment and a shift towards cheaper stocks. There are concerns about the sustainability of heavy spending on hardware used in artificial intelligence computing, as companies like Microsoft and Alphabet have not seen significant revenue growth from these investments. Other semiconductor companies, such as Intel and Taiwan Semiconductor Manufacturing Co., also saw declines in their stock prices. Despite the recent drop, Nvidia remains the best-performing stock in the S&P 500 this year. [Extracted from the article]

Apple's stock price has been boosted by the anticipation of artificial intelligence (AI) features in the upcoming iPhone release. However, historical data suggests that Apple's stock typically underperforms after iPhone launches, and September has historically been the worst month for Apple shares. If the new iPhone fails to meet expectations, Apple could see a decline in its valuation. Despite the risks, there is optimism about the long-term growth potential of AI for Apple. [Extracted from the article]

Super Micro Computer Inc., a key player in the artificial intelligence (AI) infrastructure market, is experiencing a significant decline in its stock value due to allegations of accounting problems and a delayed 10-K filing. Short-seller Hindenburg Research has accused the company of accounting malpractice, undisclosed related party transactions, and customer issues. The delayed filing has raised concerns among analysts, leading to downgrades and a decrease in investor confidence. Despite the decline, some analysts believe that the business fundamentals remain strong. However, investors may consider alternative options such as Dell Technologies Inc., which also offers AI servers. [Extracted from the article]

Nvidia's recent earnings report, while still beating analyst estimates, led to a selloff in the stock due to concerns about the company's revenue forecast and production issues with the Blackwell chip. This has raised fears that Nvidia may struggle to meet high expectations, potentially impacting the broader market and other gear makers. However, the reaction to the report has not yet affected the S&P 500 Index or other related stocks. Despite the stock decline, some analysts believe the slump may be short-lived, and Nvidia's strong quarter and authorization for additional share repurchases are positive factors. [Extracted from the article]