The S&P 500 slipped 0.2% from its all-time high earlier this week, while the Nasdaq composite lost 0.6%. The Dow Jones Industrial Average, however, gained 199 points, or 0.5%, by mid-morning trade, AP reported.Markets were reacting to comments from US President Donald Trump, who called his meeting with Chinese President Xi Jinping a “12 out of 10” and announced plans to reduce tariffs on Chinese goods. Analysts, however, warned that despite the warm rhetoric, structural trade tensions remain unresolved.“The ...

Shares of Google parent Alphabet Inc (NASDAQ:GOOGL) are up 4.2% to trade at $286.05 at last glance, after the company reported record revenue of $100 billion for the third quarter, surpassing analysts' expectations. Quarterly profits of $2.87 per share also impressed due to strong Google cloud and YouTube advertising revenue, as well as a $155 billion customer backlog. This year, the 'Magnificent 7' member says its AI spending is set to reach $93 billion. GOOGL surged to a record high of $291.59 right out o ...

This is a heavy earnings week, with 173 of the S&P 500 companies reporting earnings. Apple and Amazon.com report after Thursday’s close. Q3 earnings have been running strong so far. According to Bloomberg Intelligence, 84% of the S&P 500 companies that have reported so far have beaten forecasts, on course for the best quarter since 2021. However, Q3 profits are expected to have risen by +7.2% y/y, the smallest increase in two years. Also, Q3 sales growth is projected to slow to +5.9% y/y from +6.4% in Q2.St ...

In a push to expand its AI footprint in emerging markets, Google has partnered with billionaire Mukesh Ambani–led Reliance Industries to bundle its AI Pro subscription with Jio 5G plans at no extra cost. On Thursday, Google announced a partnership with Reliance, India’s largest company by market capitalization, to offer its AI Pro subscription free for 18 months to eligible Jio users. The alliance comes just three months after Perplexity teamed up with Reliance’s arch-rival Bharti Airtel, India’s second- ...

India’s telecom operators are no longer just competing over 5G—they are now battling for AI supremacy to capture market share.Three months after Airtel offered its subscribers Perplexity, Reliance Intelligence on Thursday announced its tie-up with Google to offer Jio users the latest version of Google Gemini AI Pro worth ₹35,000 free of cost for 18 months.The Jio announcement comes as telecom operators seek to expand their market shares by offering new digital services alongside voice and data. The aim is t ...

10月29日，美国联邦公开市场委员会(FOMC)公布最新利率决议，降息25个基点。 在随后的记者会上，美联储主席鲍威尔表示，尽管不少投资者预计12月继续降息，但这并非板上钉钉之事。 当日，主要股指收盘涨跌互现。道琼斯指数下跌近0.2%；标准普尔500指数收盘持平；纳斯达克综合指数上涨近 0.6%，再创历史新高。 与此同时，在科技股七巨头中，公布了财报的微软、脸书母公司Meta、谷歌母公司Alphabet收盘涨跌不一。投资者 将重点关注亚马逊、苹果两家公司的财报与股价表现。 AI支出拖累股价 10月29日，微软公布了超预期财报：三季度营业收入776.7亿美元，同比增长约18%；营业利润379.6亿美元，同比增 长约24%；稀释后每股收益(EPS)为3.72美元，同比增长约13%。备受关注的Azure云业务实现了约40%的增长，与二 季度创下的两年半最高增速持平。 尽管业绩亮眼，但并未能打动投资者，公司股价在盘后交易中出现小幅下跌，因为微软宣称，其云服务已经供不应 求。 为应对云计算与人工智能服务需求的迅猛增长，微软计划今年将人工智能算力提高80%，在未来两年内将数据中心 规模扩大一倍。 Meta的境遇则更为糟糕 ...

The largest technology companies are betting on an AI future powered by gigantic data centers filled with humming servers. Now that the staggering cost of this push is coming into sharper focus, it’s testing nerves on Wall Street. Most Read from Bloomberg Three bellwethers from different corners of the technology world – Alphabet Inc., Meta Platforms Inc. and Microsoft Corp. — together racked up some $78 billion in capital expenditures last quarter. That’s up 89% from a year earlier. Most of that cash ...

谷歌涨超6%，公司三季度营收、利润以及全年资本开支指引均超出分析师预期，多个主要业务实现两 位数百分比增幅。 Meta跌11%，第三财季净利润为27亿美元，远低于分析师预期，公司计划通过债券发行筹集至少250亿 美元。 凤凰网财经讯 10月30日，美股开盘集体低开，道琼斯指数跌0.41%，标普500指数跌0.52%，纳斯达克综 合指数跌0.79%。 ...

Group 1 - Meta experienced a significant decline of 10.4% due to a one-time tax expense that led to a sharp drop in quarterly profits [1] - Microsoft saw a decrease of 2.3%, despite exceeding expectations in Q1 performance [1] - Alphabet's stock rose by 7.3%, with Q3 revenue, profit, and full-year capital expenditure guidance all surpassing expectations [1] Group 2 - Metsera's stock surged by 20.2% following Novo Nordisk's proposal to acquire the company at $56.50 per share [1]

Core Insights - The Bank of England has warned about 'stretched valuations' in the AI stock market, indicating a potential for a sharp correction that should concern the leasing sector [1][2] Group 1: Market Dynamics - The interconnectedness of major players in the AI ecosystem, such as NVIDIA, OpenAI, and Microsoft, creates systemic risks, as their partnerships tightly bind capital, infrastructure, and R&D [3] - Seven tech companies—Apple, Amazon, Meta, NVIDIA, Tesla, Microsoft, and Alphabet—account for approximately 30% or more of the S&P 500 by market capitalization, driving most of the index's growth [4] Group 2: Impact on Leasing Sector - A shock to any major player in the AI ecosystem could have cascading effects, impacting leasing firms that utilize AI directly or indirectly [5] - The current AI sector is characterized by high valuations that are not supported by sustainable cash flows, with NVIDIA being a notable exception due to its record profits [6] Group 3: Speculative Nature of Investments - Investor enthusiasm and speculative beliefs in future transformations are driving prices, which may indicate a classic asset bubble from a governance perspective [7]