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The Latest Breaking News from Gil Luria

As Amazon ‘Scrambles to Catch Up,’ 1 Analyst Is Jumping Ship on AMZN Stock

Amazon is ramping up a massive $200 billion AI spending push, but Wall Street is growing uneasy, and DA Davidson downgraded AMZN to Neutral.

Barchart

AI infighting erupts as Sam Altman and Elon Musk squabble online

Top executives are clashing over ads, chips, and the future of the technology.

Axios

Oracle Heads Toward Key Resistance Levels After Analyst Upgrade. Should You Buy ORCL Stock Here?

Oracle stock rallied as D.A. Davison upgraded it to a “Buy.” Here’s why Gil Luria recommends buying ORCL shares at current levels.

Barchart

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Tech Stocks Fuel Strong Start to the Week: Stock Market Today

The blue-chip Dow Jones Industrial Average extended its run above 50,000 on Monday and there are plenty of catalysts to keep the 30-stock index climbing.

Kiplinger

Big Tech’s $630 billion AI spree now rivals Sweden’s economy, unsettling investors: ‘We’ve never invested this much on anything before’

Big Tech’s $630 billion AI spending spree now rivals Sweden’s economy, unsettling investors: “We’ve never invested this much on anything before.”

Fortune

Why Oracle keeps sparking AI-bubble fears

Oracle's stock, already in a deep slump, is still stumbling, and jarring investors.

Axios

Even If There Is an AI Bubble, Wall Street Says You Should Keep Buying This Magnificent 7 Stock

DA Davidson says that whether there is or is not a bubble, Microsoft is a solid buy here.

Barchart

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Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2

Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday.

Benzinga

Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'

Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations.

Benzinga

Top Analyst Says Oracle's 'Irresponsible' AI Bet Differs From 'Healthy' Microsoft And Google Demand: A 'Bad Business' With 'Very Low Margins'

A prominent technology analyst has slammed Oracle Corp.'s (NYSE:ORCL) high-profile AI strategy, labeling it “bad behavior” and an “irresponsible investment” that relies on speculative demand, unlike the “healthy” and established customer-driven AI buildouts at Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN), and Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google.

Benzinga

Data-center operator CoreWeave is a stock-market darling. Bears see it as a symbol of the AI infrastructure bubble

Cloud-computing giant CoreWeave is valued at more than $50 billion, but a heavy debt load represents a major vulnerability.

Fortune

Datadog Posts 'Great' Q3 Beat, Analysts Praise 'Compounding Growth Ahead'

Shares of Datadog Inc (NASDAQ:DDOG) came under pressure in trading on Friday, despite an upbeat third-quarter results on Thursday.

Benzinga

Shopify's 'Standout' Growth And 'Major Untapped' Ad Opportunity Impress Wall Street

Shopify Inc. (NASDAQ:SHOP) is gaining momentum, driven by accelerating growth, an expanding international footprint, and rising influence in artificial intelligence-powered "agentic commerce."

Benzinga

Meet the power broker of the AI age: OpenAI's 'builder-in-chief' helping to turn Sam Altman's trillion-dollar data center dreams into reality

Greg Brockman is OpenAI's master builder, steering a $1.4 trillion infrastructure buildout with stakes that go far beyond the tech sector.

Fortune

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Axios

What's next for the Big Tech stocks?

Five of the Magnificent 7 reported earnings this week: All but Meta jumped afterward, with Amazon hitting a record high.

Benzinga

Amazon's Record-Smashing Stock Rally Isn't Over, Analyst Says: 'AWS Remains The Star Of The Show'

Amazon.com Inc (NASDAQ:AMZN) analysts are raising their price targets on the stock after the company beat revenue and earnings-per-share estimates in the third quarter and posted strong growth in the AWS cloud segment.

Benzinga

Apple Experts Bullish After Q4—'Eventual Winner' In AI

Apple, Inc. (NASDAQ:AAPL) reported strong fourth-quarter results on Thursday, delivering record sales in both iPhone and Services and showing solid underlying demand.

Axios

OpenAI's future IPO frenzy

The prospect of taking the ChatGPT-maker public is unleashing a financial frenzy.

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news in one place.

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International Business Times

OpenAI Big Chip Orders Dwarf Its Revenues -- For Now

OpenAI is ordering hundreds of billions of dollars worth of chips in the artificial intelligence race, raising questions among investors about how the startup will finance these purchases.

Benzinga

Adobe Beats Expectations As Analysts Weigh Strong AI Growth Against Market Risks

As technology companies navigate the rapidly evolving landscape of artificial intelligence, industry giants are increasingly under pressure to demonstrate robust financial performance and strategic innovation. This backdrop of heightened competition and technological advancement sets the stage for Adobe Inc.‘s (NASDAQ:ADBE) latest financial results, which have captured the attention of analysts and…

Benzinga

Salesforce Q2 Earnings Preview: Market Expert Says This Is The Key AI Question

Technology giant Salesforce Inc (NYSE:CRM) is likely to show growth in the company's AI initiatives when the company reports second-quarter financial results after market close Wednesday.

Barchart

Starboard Value Is Betting Big on Salesforce Stock. Should You Snap Up CRM Here?

As Starboard Value's activist push ignite a rebound in CRM? Or is Salesforce stock still too risky to chase?

Benzinga

Salesforce Rallies As Investors Bet On Refocus And Margin Expansion

Salesforce (NYSE:CRM) shares climbed Friday as renewed investor optimism signaled a potential turning point for the software giant, which has faced slowing growth, rising competition, and mounting pressure to refocus on its core cloud business.

Barchart

Should You Buy the Post-Preliminary Earnings Plunge in C3.ai Stock?

C3.ai stock crashes on disappointing preliminary Q1 financials. D.A. Davidson warns AI shares could tumble further in the days ahead.

The Independent UK

Mark Zuckerberg to invest hundreds of billions into AI that can outperform humans

Mark Zuckerberg has revealed Meta Platforms is set to invest hundreds of billions of dollars into constructing vast AI data centers, aiming to achieve superintelligence.

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