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Not Just DeepSeek – Alibaba Unveils AI Model To Rival OpenAI’s Operator
Alibaba’s cloud unit released Qwen2.5-VL AI model which beats OpenAI in various evaluations. Chinese tech stocks up, US stocks down due to AI tech embargo. read more
US Stocks Futures Trade Higher A Day After A Rout In Nvidia And Other Tech Stocks: Investors Brace For Fed Decision, Big Tech Earnings
U.S. stock futures rebounded on Tuesday, recovering from significant technology sector losses as traders assess the viability of DeepSeek. read more
Microsoft Eyes TikTok US Deal, Trump Says Acquisition Talks Are Underway
Microsoft Corp (NASDAQ: MSFT) is in talks to acquire ByteDance Ltd-owned TikTok US arm, President Donald Trump said. TikTok has 170M US users, accounting for 4% of the US digital ad market. Other bidders include AI startup Perplexity and Frank McCourt. MSFT and Oracle Corp (NYSE: ORCL) were TikTok acquisition contenders in 2020. Trump had…
Tesla Earnings: Delivery Outlook, Model Y Ramp-Up, Optimus Bot In Focus, Say Analysts
Analysts from Morgan Stanley believe that the focus during Tesla’s upcoming earnings call would be whether the company reiterates its previous delivery growth target of 20-30% this year in addition to updates on its various products. Latest Ratings for TSLA Date Firm Action From To Feb 2022 Daiwa Capital Upgrades Neutral Outperform Feb 2022 Piper…
DeepSeek’s R1 Is Impressive But OpenAI CEO Sam Altman Says Will Deliver Much Better Models: ‘Looking Forward To Bringing You All AGI And Beyond’
OpenAI CEO Sam Altman praised DeepSeek’s R1 model as impressive but emphasized OpenAI’s plans to outpace it. read more
Trump’s Proposed Corporate Tax Cuts Could Boost Tesla’s FY25 EPS by 4%, Says Analyst
The Future Fund Managing Partner Gary Black said on Monday that a potential reduction in the corporate tax rate would help boost EV maker Tesla Inc’s earnings per share by $0.12 for FY25. read more
Fundstrat’s Tom Lee Sees Nvidia’s 17% Plunge As An ‘Opportunity,’ Calls Nasdaq’s Over 600 Points Plunge Drop A Market ‘Overreaction’
Fundstrat Global Advisors’ head of research Tom Lee believes Monday’s massive tech sector sell-off, which saw Nvidia Corp. shares plunge 17%, represents a buying opportunity rather than a fundamental shift in the artificial intelligence landscape. read more
Billionaire Investor Ray Dalio Sounds Alarm On Potential AI Stock Bubble Akin To Dotcom Crash: ‘…Very Similar To Where We Were Between 1998 Or 1999’
Billionaire investor Ray Dalio issued a warning on Monday about a potential bubble in U.S. artificial intelligence (AI) stocks. read more