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Alphabet beat Q2 earnings estimates significantly, becoming the largest margin contributor to S&P 500's record profit growth. Revenue hit $119.8B (+24% YoY), EPS of $9.11 far exceeded $2.91 estimates…
US factory output was flat in June but grew 4.7% annualized in Q2, the fastest in five years, fueled by AI-related spending and inventory build-up ahead of tariff/war-related price risks.
Goldman Sachs reports that while AI-driven exuberance has pushed the S&P 500 to higher valuations, the market remains below bubble-era extremes. Robust earnings growth projections and mixed sentiment…
JPMorgan Chase raised South Korean Kospi equity targets to 9,000-10,000, citing semiconductor cycle strength, governance reforms, and AI-driven growth. The index surged 4.3% to record highs, though s…
Jeff Bezos plans to raise $100 billion for a new AI-driven fund targeting manufacturing companies, leveraging AI for automation to boost efficiency and transform industries including chipmaking and a…
Meta substantially increased AI-related capital spending, boosting revenue through improved recommendations and advertising demand. Strong AI-driven growth and user engagement underpinned Meta’s posi…
Wedbush analysts view Meta's disciplined AI investments and job cuts positively, indicating strong demand and a strategic long-term focus despite initial investor concerns.
Meta, Amazon, and Alphabet are poised for rebounds supported by AI integration and attractive valuations; Nvidia leads with strong earnings upgrades, while Microsoft stabilizes. Apple and Tesla lag. …
Tesla rebounded 5% after a prior AI-related tech selloff, driven by investor confidence in Elon Musk's AI and autonomy vision, despite concerns about its high valuation and slowing core automotive mo…
Nordson reported flat Q3 sales but strong margin expansion and record EBITDA, driven by medical and aftermarket products. Semiconductor demand linked to AI supports optimism, while polymer processing…
Alphabet's shares surged 5% on news of its upgraded Gemini 3 AI model, boosting the Nasdaq and tech sector optimism amid favorable Fed rate cut prospects.
Ooredoo Qatar adopts Google Cloud’s Gemini Enterprise AI platform to enhance customer experience, productivity, and marketing capabilities, reinforcing Google’s leadership in AI-driven business solut…
Meta Platforms shares fell over 16% post-Q3 2025 earnings on heavy AI spending concerns, but analyst optimism remains strong, projecting significant upside in the long term driven by AI investments d…
Alphabet and Meta showed strong Q3 2025 growth driven by AI innovations and advertising revenue, supported by monetary easing and expansion in digital ad markets amid regulatory challenges.
Alphabet reported stronger-than-expected Q3 2025 earnings supported by robust AI demand, advertising, and cloud growth, with shares surging nearly 8% pre-market on Oct 30.
Microsoft and Apple join Nvidia at $4 trillion valuations, driven by AI advancements, cloud growth, and product innovation, marking a new era in digital economy dominance and structural market realig…
Google and Adobe expand their AI partnership, integrating Google’s AI into Adobe apps, boosting Adobe’s AI-driven growth and customization capabilities amid market skepticism.
Guggenheim upgrades Microsoft to buy, highlighting its AI-driven growth in Office and Azure, with a 12% price target upside amid strong earnings expectations and broad sector gains.
Zacks praises NVIDIA’s AI-driven data center growth and GPU demand, citing Ada/Blackwell adoption and automaker collaborations, while flagging supply constraints, rising costs and competition from AM…