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... 1:1:52
LET'S TALK STOCKS! BIG AI NEWS & EARNINGS

Jose Najarro Stocks

1+ months ago 1K views

Intel's new CEO, Lee Bhutan, previously associated with Cadence Systems, has sparked enthusiasm among shareholders as Intel's stock surges by 15-16% post-announcement. Discussions covered the semiconductor industry, with a focus on AI news and market trends. Strategies were highlighted for navigating current volatility in the market, encouraging long-term investment approaches instead of short-term reactions to red days. Participants shared insights on other companies like AMD, Nvidia, and Adobe, along with economic indicators and future guidance for the semiconductor segment.
05:58 - 06:19

Nvidia's Queen discussion indicates strong competition in AI and robotics.

Big Data Analytics Finance
... 11:13
Intel NEX SVP & GM Discusses vRAN Evolution & the Rise of AI in Telecom from MWC - Six Five Media

Six Five Media

1+ months ago 2K views

Intel has significantly impacted the Telecom industry through innovations like virtualized networks. The Zeon 6 CPUs, featuring enhanced AI capabilities, double the capacity while cutting power consumption by 70%. This transformative technology enables the integration of AI workloads within existing infrastructure, facilitating the deployment of software-defined networks. Customers are eager to modernize their operations, focusing on monetizing network investments in a rapidly changing landscape, particularly driven by AI advancements. The industry is shifting towards cloud-native architectures to ensure scalability and flexibility, transforming how networks are designed and operated.
Intel AI Trends Tech & Hardware
... 44:31
Intel Soars on Deal Talk, Musk Calls Grok-3 Smartest AI | Bloomberg Technology

Bloomberg Technology

1+ months ago 3K views

Intel's shares surged following reports of potential deals by TSMC and Broadcom to split the company in two, focusing on chip design and manufacturing. Meanwhile, Elon Musk's AI firm introduced a new model that poses a challenge to OpenAI. The market fluctuates as geopolitical tensions rise, notably regarding the Ukraine conflict. Companies such as IBM and Cisco, often overlooked, are emerging as AI contenders, drawing interest due to their strong revenue forecasts and strategic positioning. Amidst this, concerns about AI safety and regulation are evolving, prompting discussions on the responsibilities of companies and governments alike.
03:56 - 03:59

IBM positions itself as a contender in the AI narrative.

Intel AI hardware Finance
... 4:48
Wells Fargo's Scott Wren on why he likes Industrials as an AI trade

CNBC Television

1+ months ago 4K views

The current state of the stock market shows significant corrections in technology companies, with Nvidia and Dell experiencing notable declines. There is a shift towards AI-focused investments, particularly in sectors like industrials and energy. The discussion emphasizes the expectation of broadening earnings beyond a few major tech firms and highlights changing cash allocation trends, suggesting that cash on the sidelines may not significantly drive stocks higher. The outlook includes potential increases in interest rates and subsequent opportunities in equities, emphasizing the need for strategic investment approaches during this transitional period.
Wells Fargo Predictive Analytics Finance
... 10:32
"This AI Crash Is A Gift" - Howard Marks - Smart Money Is Buying These 3 AI Stocks - Don’t Miss Out

Millionaires Investment Secrets

1+ months ago 3K views

Nvidia's market dominance in AI sparked a sell-off following DeepSeek's unexpected launch. While Wall Street reacts negatively to fluctuating market conditions and tariffs imposed by President Trump, smart investors recognize the ongoing demand for AI technologies. With billions in capital expenditures still flowing, there's an opportunity in the AI sector, particularly for stocks like Nvidia, Dell, and Broadcom. Each company is strategically positioned to capitalize on the growing AI market, which is projected to expand significantly over the coming years, despite the short-term volatility in stock prices.
05:02 - 06:25

Dell is focusing on AI infrastructure, targeting enterprise customers with innovative tech.

Machine Learning Finance
... 8:30
Best AI Stocks: Super Micro Stock vs. Dell Stock | SMCI Stock Analysis | DELL Stock Analysis

Parkev Tatevosian, CFA

1+ months ago 5K views

Artificial intelligence spending, particularly on optimized data centers, is rapidly increasing. Super Micro Computer is showing significant revenue growth due to this trend, while Dell Technologies is also benefiting but relies on a broader business model. However, concerns arise around Super Micro’s financial reporting, affecting its valuation. Despite higher growth potential for Super Micro, Dell is preferred due to its stability and trustworthy financials, making it the better AI stock to buy today.
05:00 - 05:11

Concerns over Super Micro's financial reporting create investment red flags.

Super Micro AI hardware Finance
... 31:30
ACT NOW🔥TESLA STOCK! NVIDIA STOCK! DEEPSEEK AI! PLTR STOCK! SMCI! NIKE! BTC! MORE! | Will Knowledge

Will Knowledge

1+ months ago 3K views

Recent earnings reports from companies including ServiceNow, Tesla, Microsoft, and IBM were analyzed, with mixed results impacting stock performance. Key insights highlighted Tesla's revenue increase but missed EPS expectations, while both IBM and Microsoft showed solid revenue growth but fell short of revenue expectations. Future stock buying opportunities were discussed, particularly for AI-related firms like Nvidia and AMD, with a focus on market sentiment leading up to Apple's earnings report. The need for patience and strategic buying below key support levels was emphasized.
10:46 - 11:06

Michael emphasizes AI's impact on tech advancements within firms like Microsoft and IBM.

Tesla Big Data Analytics Finance
... 31:30
ACT NOW🔥TESLA STOCK! NVIDIA STOCK! DEEPSEEK AI! PLTR STOCK! SMCI! NIKE! BTC! MORE! | Will Knowledge

Will Knowledge

1+ months ago 3K views

Recent earnings reports from companies including ServiceNow, Tesla, Microsoft, and IBM were analyzed, with mixed results impacting stock performance. Key insights highlighted Tesla's revenue increase but missed EPS expectations, while both IBM and Microsoft showed solid revenue growth but fell short of revenue expectations. Future stock buying opportunities were discussed, particularly for AI-related firms like Nvidia and AMD, with a focus on market sentiment leading up to Apple's earnings report. The need for patience and strategic buying below key support levels was emphasized.
10:46 - 11:06

Michael emphasizes AI's impact on tech advancements within firms like Microsoft and IBM.

Tesla Big Data Analytics Finance