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Human Revolt vs. Robots? 💀🤖
Alex Kantrowitz· 2025-07-05 18:48
I would say over time there is going to be concern about the ethical safety of a robot and that's why I think a western developed robot will be more widely adopted than a non US one because you never know if there's like a hidden like switch that turns it into murderer you know or one that turns it into spy you know a hidden chip hidden code so I think that's why arguably China's AI is way ahead of the US because they've had better surveillance and therefore their robots will be more intuitive but then you ...
The Apple Comeback Will Be Better Than the Setback
MarketBeat· 2025-07-04 15:44
Core Viewpoint - Apple Inc. is currently seen as a strong investment opportunity despite its recent underperformance compared to other tech stocks and market indices, with a significant price gap that presents potential upside for patient investors [2][5][11]. Price Performance - Apple shares are currently trading at $213.36, which is 82% of their 52-week high, indicating a gap of nearly 20% compared to the peak [3][4]. - The stock has a price target of $234.95, suggesting a potential upside of 10.12% from the current price [9]. Market Sentiment - There is a divergence in investor attention, with more speculative growth stocks attracting capital, which has led to a lack of investment in fundamentally sound companies like Apple [2][4]. - Institutional interest in Apple is increasing, as evidenced by Swedbank boosting its holdings by 2.4%, bringing their stake to $4.3 billion [10]. Earnings Expectations - Analysts expect Apple to report earnings per share (EPS) of $2.34 in Q1 2026, a 42% increase from the current EPS of $1.65 [11]. - The market is willing to pay a premium for Apple, reflected in its high price-to-book (P/B) ratio of 56.6x compared to the sector average of 7.1x [13]. Analyst Ratings - Wedbush analyst Daniel Ives maintains an Outperform rating on Apple with a price target of $270, indicating confidence in the stock's potential to reach new highs [7][8].
【1000个红包】纳斯达克100再创新高,还能“上车”吗?
Sou Hu Cai Jing· 2025-07-04 08:42
Core Viewpoint - The Nasdaq 100 index has reached a new historical high, driven by multiple factors including easing international tensions, expectations of interest rate cuts by the Federal Reserve, the AI boom, and strong performance from technology stocks [2][3]. Group 1: Factors Driving Nasdaq 100 Performance - The recent surge in the Nasdaq 100 is attributed to a combination of factors such as improved international relations, rising expectations for interest rate cuts by the Federal Reserve, the ongoing AI trend, and robust earnings from technology stocks [2]. - The "Magnificent Seven" tech stocks and the AI sector have significantly outperformed, providing a strong boost to the Nasdaq 100 [2]. - The Federal Reserve's dovish stance has increased the likelihood of interest rate cuts, with Goldman Sachs raising its forecast for three rate cuts within the year, which is expected to enhance market liquidity and risk appetite [2]. Group 2: Outlook for US Stock Market - Institutions are optimistic about the performance of US stocks in the second half of the year, citing factors such as fiscal policy shifts and reduced tariff increases that are expected to enhance the mid-term visibility of the US economy [3]. - The technology sector is still in an upward cycle, and local investment institutions have relatively low holdings in US tech stocks, which supports a positive outlook for the next 6 to 12 months [3]. - Nasdaq 100 is seen as having a clear advantage among broad market indices, followed by the Nasdaq Composite, while the Russell 2000 is considered less stable and with lower expected returns [3]. Group 3: Historical Performance of Nasdaq 100 - Historically, the Nasdaq 100 has demonstrated strong performance, with 19 out of the past 22 years yielding positive returns, primarily driven by growth styles and leading technology companies [4]. - The index's ability to continuously refresh its components with high-quality companies contributes to its resilience and strong performance [5]. - The combination of the AI technology wave and a loose liquidity environment is expected to continue favoring the Nasdaq 100's performance in the future [5]. Group 4: Investment Opportunities - For domestic investors, accessing overseas stocks directly can be challenging, making QDII funds a more suitable option for investing in the US stock market [6]. - The Wan Jia Nasdaq 100 Index Fund closely tracks the performance of the Nasdaq 100 index, providing a transparent and cost-effective investment tool for investors [6]. - Investing in global technology giants through such funds allows investors to achieve global asset allocation, mitigate risks, and benefit from the technological advancements of the era [6].
X @Bloomberg
Bloomberg· 2025-07-03 21:26
Daniel Gross, the former CEO and co-founder of AI startup Safe Superintelligence, is joining Meta’s new superintelligence lab focused on AI https://t.co/J1Ld6tZLQB ...
Big Tech's hiring divide
CNBC Television· 2025-07-03 16:59
transform. >> Accessible for people to. >> Actually travel as a whole.But I agree, it looks. >> Cost and safety. Key questions.All right. Shares of Microsoft and Meta both trading higher today as the two tech giants send out starkly different messages around hiring Microsoft cutting 9000 jobs this week while meta spends big on AI talent. Deirdre Bosa digs into that for today's tech check.I do wonder if there's a difference between the sort of very high priced mega talent and everybody else. Yeah. And everyb ...
Microsoft layoffs a 'retooling', not because of AI, says Big Tech founder Alex Kantrowitz
CNBC Television· 2025-07-02 20:51
And another stock closing in the red is Microsoft after announcing or word of its plans to lay off more than 9,000 employees came today. This comes after 6,000 people were let go back in May. Largest number of layoffs in technology so far this year.And joining us now to discuss is Alex Canowitz, big technology founder and a CNBC contributor. Alex, welcome. Uh it's tempting to say this is about AI taking jobs, but for Microsoft, I'm not sure that's the case.I do see a movement across tech. We've talked about ...
Microsoft layoffs not performance-based, largely targeting middle managers
CNBC Television· 2025-07-02 19:13
All right, welcome back. What you're seeing there is Microsoft, they're down about 1 half of 1%. News came out this morning that they are laying off roughly 9,000 employees.Now, while that cut is less than 4% of its global workforce, you have to put it in context with the other cuts it's made over the course of the past year, including the 6,000 that was announced back in May. And then when you compare it to the other tech layoffs this year, it is the largest workforce reduction yet. Our Steve Kovak is here ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-02 17:25
Microsoft plans to cut about 9,000 workers in its latest round of major layoffs https://t.co/Z0emfGAiNJ ...
X @Bloomberg
Bloomberg· 2025-07-02 13:55
RT Brody Ford (@BrodyFord_)New: Microsoft is laying off another 9,000 people. $msft is trying to keep costs down after spending big on AI. @mattmday https://t.co/hlWR4JI7vB ...
CVW CleanTech Announces Results of Key AGM Voting Items
Newsfile· 2025-07-02 12:18
Core Points - CVW CleanTech Inc. announced that shareholders approved key resolutions at the annual general and special meeting, including an Industry Classification Change, Name Change, and an Equity Incentive Plan [1][2][4] Industry Classification Change - The Company received shareholder approval to change its listing status from a "technology issuer" to an "investment issuer," which has been finalized by the TSX Venture Exchange [2][3] - This change will provide the Company with greater flexibility in structuring investments and streamline regulatory approvals for future transactions, supporting its royalty diversification strategy [3] Name Change - Shareholders approved a resolution to change the Company's legal name to "CVW Sustainable Royalties Inc." The change is expected to take effect shortly, with the ticker symbol remaining unchanged [4][6] Equity Incentive Plan - The Company adopted a 10% rolling equity incentive plan, which was approved by shareholders. Details of the plan can be found in the Management Information Circular [5]