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Daniel Rubino on MSFT "Great Positioning," AAPL on AI Sidelines & META Big Bet
Youtube· 2026-01-28 20:00
So for some more insight on just expectations into these reports and I'd like to welcome in Daniel Rabbino, editor and chief of Windows Central. Daniel, always appreciate you joining us, especially as we're on the heels of so many news catalysts for big tech as well as just the overall market, but wanted to start off your your thoughts here on Microsoft, of course, the the earnings before Apple. How crucial is AI momentum for this earnings event and really what will you be watching to gauge the real-time mo ...
贵安电算协同产业 迈入规范化集约化发展新阶段
Xin Lang Cai Jing· 2026-01-28 19:57
据悉,贵安新区电算协同产业联盟于2025年12月13日在贵安新区举办的第二届CCF中国数据大会上成立 揭牌。本次会议进一步明确了联盟使命:聚焦技术标准、科技研发、产业发展三大方向,破解电力与算 力割裂、资源分散、标准缺失等行业痛点,通过"政府搭台、企业唱戏"机制,打造可复制、可推广的电 算协同技术体系、标准规范和商业模式,为全国行业发展贡献"贵州方案"。 交流环节,来自贵州电网公司、华为、联通等12家单位的代表,围绕多主体联动机制、新型供配电方 案、AI技术应用等前沿议题分享见解、凝聚共识。"我们立足贵州国家算力枢纽节点优势,依托贵安智 算基地核心设施,紧扣'东数西算'战略攻关算网电一体化调度等核心技术,同时与贵州电网携手开展算 力-电力映射模型、共享备电及全直流供电示范等研究。"中国联通贵州省分公司企业客户部工业行业总 监张志民说。 联盟明确算力电力协同规划、电力与算力协同调度等13项任务方向,为电算协同发展搭建起"四梁八 柱"。贵安供电局总经理宋永超在谈及联盟规划时说:"联盟将秉承'聚能汇数、协同创新、共促发展、 安全合规'宗旨,聚焦'电-算-碳'协同目标,推进做精协同规划、建强协同调度体系、筑牢安全防线 ...
Evercore Bullish on Apple (AAPL) as Channel Checks Signal Upside
Yahoo Finance· 2026-01-28 19:51
Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks in Focus on Wall Street. On January 27, Evercore ISI reiterated the stock as “Outperform.” The firm noted that it’s bullish ahead of earnings later this week. According to the firm, recent channel checks point to potential upside in the near-term compared to current Street estimates. This is supported by robust iPhone demand. Moreover, memory component costs, which have been a concern across the industry, are anticipated to pose as a minimal headwind for th ...
Forget SoundHound AI: This Walled‑Garden Superpower Is the Safer, Smarter Way to Profit From Voice AI
Yahoo Finance· 2026-01-28 19:25
Company Overview - SoundHound AI (NASDAQ: SOUN) is a developer of audio and speech recognition tools, experiencing rapid growth due to the rise of AI-powered voice services [1] - The company generates most of its revenue from Houndify, a platform for creating customized voice recognition applications [1] Market Position and Growth - SoundHound serves various sectors, including automakers like Stellantis, restaurants like Chipotle, and financial services like Mastercard [2] - The company has made several acquisitions to enhance its presence in the restaurant and AI chatbot industries, including SYNQ3, Allset, Amelia, and Interactions [2] Financial Performance - From 2020 to 2024, SoundHound's revenue is projected to grow at a CAGR of 60%, with expectations of a 49% CAGR from 2024 to 2027, reaching $283 million [3] - Adjusted EBITDA is expected to turn positive in 2027 [3] Valuation and Risks - SoundHound is valued at a market capitalization of $4.18 billion, trading at 18 times its 2026 sales [4] - The company is increasingly reliant on acquisitions to counteract slowing organic growth, with declining gross margins [4] - It is anticipated to remain unprofitable under GAAP through 2027, and its outstanding share count has more than doubled since its SPAC merger in April 2022, indicating potential dilution [4] Business Model Sustainability - SoundHound has not yet demonstrated a sustainable business model, leading to suggestions that investors may prefer more stable options like Apple for exposure to the voice AI market [5]
Is Apple Stock A Buy Ahead of Q1 Earnings on Jan. 29?
Yahoo Finance· 2026-01-28 19:12
Apple (AAPL) will release its first-quarter fiscal 2026 financial results on Thursday, Jan. 29. Shares of the iPhone maker have retreated from recent highs heading into the earnings report, largely reflecting investor unease about profitability. Apple’s underlying business momentum appears strong. Management has guided for a record quarter, supported by robust performance across both hardware and services. iPhone sales are expected to be a key driver, with revenue projected to remain solid. The primary ov ...
X @The Motley Fool
The Motley Fool· 2026-01-28 19:11
APPLE REVENUE BY YEAR (1980 - 2025)118M (1980)335M583M983M1.5B2B2B3B4B5B6B (1990)6B7B8B9B11B10B7B6B6B8B (2000)5B6B6B8B14B19B25B38B43B65B (2010)108B157B171B183B234B216B229B266B260B275B (2020)366B394B383B391B416B ...
Apple earnings: Wedbush's Ives sees iPhone strength, AI strategy taking shape
Proactiveinvestors NA· 2026-01-28 19:06
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]
Fed decision LOOMS amid INTENSE political pressure
Youtube· 2026-01-28 19:01
The stock market gearing up for a major stress test this week as the very biggest names in technology step up to the earnings plate. Microsoft, Meta, Tesla reporting after the bell today. Apple tomorrow.All the while, the president touting an economy he says is already lifting off and rocking to the moon and beyond. Welcome to the Big Money Show. I'm Don McDow along with my co-host Taylor Riggs, Brian Brimberg, Jackie D'Angelus, and with us for this hour, Rosecliffe founder and managing partner Mike Murphy. ...
X @TechCrunch
TechCrunch· 2026-01-28 17:58
Apple tells Patreon to move creators to in-app purchase for subscriptions by November https://t.co/eONcOzM0Zs ...
Jim Cramer Reiterates “Own Apple, Don’t Trade It”
Yahoo Finance· 2026-01-28 17:52
Core Viewpoint - Apple Inc. is facing challenges due to rising memory chip costs, which are critical for its iPhones and Mac computers, leading to a decision between margin sacrifices or price increases that could impact demand [1] Group 1: Stock Performance - Apple has been on an eight-week losing streak but managed a 3% gain recently, indicating a potential turnaround [1] - The stock increased by $7.37 on a day that was noted as the first good day in a long time [1] Group 2: Financial Concerns - The rising cost of memory chips is a significant factor affecting Apple's margins, prompting concerns about future profitability [1] - Analysts have provided some positive commentary suggesting that the memory margin issue is manageable, which may have contributed to the recent stock price increase [1] Group 3: Product Overview - Apple manufactures and sells a range of devices including iPhones, Macs, iPads, and wearables, supported by its app ecosystem, AppleCare, and cloud tools [2]