Tesla signing a major deal with Samsung to manufacture AI chips for Tesla cars. Christina parts Neville has got the details in today's tech. Hey Christina.>> Hi Melissa. Well, this is Samsung's biggest foundry win yet. 16.5% billion dollars.You talked about it, equivalent to roughly 8% of its 2024 sales or total revenues and runs over the next eight years with Elon Musk even suggesting the total amount is quote likely to be several times higher. Samsung will manufacture Tesla chips. They're called AI6 and a ...

Key Takeaways CTSH expects Q2 2025 revenues of $5.14B-$5.21B, up 5.9%-7.4% year over year.AI platforms and expanding client wins likely supported CTSH's quarterly performance.New deals with Pegasystems, Google Cloud, and OMRON may have driven enterprise growth.Cognizant Technology Solutions (CTSH) is scheduled to report its second-quarter 2025 results on July 30.The Zacks Consensus Estimate for second-quarter 2025 earnings is pegged at $1.26 per share, which has remained unchanged in the past 30 days. This ...

Key Takeaways GEHC's Imaging and PDx segments led Q1 with strong organic growth and expanding EBIT margins.Tariff-related costs are expected to hit Q2 earnings by nearly $100 million despite mitigation efforts.GEHC launched Flyrcado and plans a regulatory submission for photon-counting CT later this year.GE HealthCare Technologies Inc. (GEHC) is scheduled to report second-quarter 2025 results on July 30, before market open.In the last reported quarter, the company delivered an earnings surprise of 10.99%. G ...

Our next guest argues the markets have gotten too sanguin. For more, let's bring in Tom Hancock, portfolio manager at GMO. Uh Tom, great to have you with us.Why sanguin. Well, I think the market is, for example, on the tariff side, it's 15% tariff suddenly no big deal. This would have freaked people out back in March or you know, sort of deepse people have forgotten about and we see the risk trade back on whether it's AI names or crypto names.market hitting new highs every day last week and things aren't re ...

Company Overview - Proactive is a publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Expertise and Focus Areas - The company specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive delivers news and insights across various sectors including 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 being a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Core Insights - Meta Platforms is expected to report second-quarter 2025 results on July 30, reflecting benefits from higher advertising revenues, with a consensus estimate of $43.94 billion, indicating a year-over-year growth of 14.6% [1][4][8] - The company has consistently beaten earnings estimates in the past four quarters, with an average surprise of 17.3% [1] Advertising Revenue Growth - Meta's advertising revenues are projected to benefit from strong ad spending trends, with global ad spending expected to exceed $1 trillion in 2025, of which 75% will be digital [4] - The Zacks Consensus Estimate for advertising revenues in the Asia-Pacific region is $8.71 billion, reflecting a 12.8% year-over-year growth, while the U.S. and Canada are expected to see a 26.8% growth [8][9] - Meta's advertising revenue growth is supported by AI-driven tools across its platforms, enhancing return on investment for advertisers and user engagement [7][8] Competitive Landscape - Meta is positioned as a key player in the digital advertising market alongside Alphabet, Amazon, ByteDance, and Alibaba, with significant ad impressions growth of 5% year-over-year in Q1 2025 [3][4] - In comparison, Alphabet's Google advertising revenues rose 10.4% year-over-year to $71.34 billion, while Amazon's advertising services are estimated at $14.9 billion, suggesting a 16.7% increase from the previous year [5][6] User Engagement and AI Utilization - The effective use of AI and machine learning has been pivotal for Meta in improving ad ranking and measurement, driving user engagement across platforms like WhatsApp, Instagram, Facebook, and Threads [7] - The consensus estimate for Family Daily Active People (DAP) is expected to reach 3.35 billion for Q2 2025, indicating strong user engagement [9]

Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Monday, 28th July.Coming up on the show, the US and EU strike a 15% tariff deal in order to avoid a trade war. Meanwhile, the trade truce between the US and China is expected to be extended by three months. Samsung is to make Tesla AI chips under a 16 and a half billion dollar deal.And after record highs were hit every day last week on the stock markets, we ask, is the Euphoria here to stay. ...

Core Viewpoint - Alphabet is in a critical phase characterized by strong business fundamentals, robust advertising performance, and leadership in AI and cloud computing, despite an impending antitrust ruling [1][2][4] Business Performance - J.P. Morgan analyst Doug Anmuth highlighted Alphabet's accelerating fundamentals and resilient advertising performance, maintaining an Overweight rating with a price target of $232 [3][4] - Google Cloud revenue grew by 32% year-over-year, while Search & Other revenue increased by 11% excluding foreign exchange impacts [9] Regulatory Environment - The U.S. Department of Justice's antitrust case is a significant concern, with a decision expected by August 8, 2025, which could reshape Alphabet's operational landscape [1][4] - Anmuth believes the most likely outcome of the antitrust case will involve prohibitions on exclusionary practices, particularly regarding Google Search [5][6] Financial Projections - Alphabet could face a 5% to 10% headwind to GAAP EPS in 2026 if stricter remedies are enforced [7] - U.S. Search & Other revenue is projected to reach $86 billion in 2026, accounting for approximately 78% of Alphabet's U.S. S&O segment [8] Valuation and Investment Outlook - Alphabet shares are trading at approximately 18.3 times 2026 GAAP EPS, which is considered attractive given the company's growth prospects [10] - Anmuth ranks Alphabet as his second-highest conviction pick, citing sustained leadership in AI, healthy growth in core ad businesses, and improving margin performance [11][12]

Key Takeaways ARM is projected to report Q1 EPS of 34 cents on $1.04B in revenue, with earnings down 15% year over year.ARM's top-line growth is expected to stem from Royalty revenues, despite year-over-year segment declines.The stock surged 46% in 3 months, trading at 85.2X forward earnings versus the industry average of 34.18X.Arm Holdings plc (ARM) will report its first-quarter fiscal 2026 results on July 30, after the bell.The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at ...

Samsung just scored its biggest foundry win yet. You mentioned it, $16.5% billion deal to produce Tesla's next generation EI chips. It's an 8-year contract, and Samsung shares are up on the news.Elon Musk did confirm the deal, saying the chips, called A16, will be made at Samsung's new fab in Taylor, Texas, and used to power Tesla's self-driving technology, eventually humanoid robots, and possibly even data centers, which could pose a threat for Nvidia way later on. OnX, Musk wrote, quote, "The strategic im ...