Core Insights - The stock market winners from AI advancements may extend beyond large-cap tech companies currently developing AI infrastructure [1] - There is a lack of clarity on which companies are leading in the AI race [1] Group 1: AI Adoption and Economic Gains - Numerous surveys have been conducted on AI usage, but many fail to provide clear quantitative results [2] - Sparkline Capital's analysis of earnings calls reveals that companies are reporting economic value from AI applications across various industries [3] - Specific use cases include consumer marketing, medical clinic optimization, and supply chain logistics, among others [3] Group 2: Quantifiable Returns on Investment - The number of firms reporting AI-driven ROI has increased significantly from virtually zero in 2017 to 155 and 675, representing 3% and 15% of the global stock universe, respectively [6] - Companies that mention AI usage in earnings calls have outperformed the market by 3.2% annually, while those citing specific AI-driven economic gains have achieved excess returns of 4.8% and 5.2% [7] Group 3: Disruption in the Software Industry - The rise of AI technology has led to significant disruptions in the software sector, with companies opting to develop in-house applications rather than paying for third-party tools [10]

Bloomberg The biggest tech companies are gearing up to spend even more on artificial intelligence than investors had anticipated, and money managers increasingly fear that whatever happens, credit markets will get hit. Microsoft Corp., Oracle Corp. and other “hyperscalers” are in an arms race to invest in AI and beat competitors in a technology that could change vast parts of the economy. Google parent Alphabet Inc. said it’s poised to spend as much as $185 billion on data centers this year, more than it ...

Core Insights - RXO's fourth quarter earnings report reflected anticipated negativity, with a focus on highlighting improvements rather than losses [1][2] - Management emphasized structural changes to position the company for a potential turnaround in the freight market [2] Financial Performance - The company reported lower EBITDA and a net loss for the quarter, continuing a trend from previous periods [2] - CFO James Harris projected a decrease in EBITDA for the first quarter compared to the fourth quarter, indicating limited growth in spot opportunities and sale rates [7] Market Conditions - The freight market is showing signs of strengthening, but early stages are challenging for brokers due to rising spot rates while contract rates remain stagnant [3][4] - In December, spot rates increased by approximately 15% month over month, outpacing contractual sale rates, but demand remains low [4] Spot Market Dynamics - RXO's chief strategy officer noted a slight sequential increase in spot loads from Q3 to Q4, with expectations for further increases if demand improves [6] - The SONAR Outbound Tender Rejection Index indicates a strong spot market, reflecting increased freight activity [4] AI Integration - RXO faces challenges in convincing investors of its profitability improvements through AI, similar to C.H. Robinson, which has seen significant stock growth attributed to its AI initiatives [8]

The S&P 500 (SNPINDEX:^GSPC) fell 0.51% to 6,882.72, the Nasdaq Composite (NASDAQINDEX:^IXIC) slid 1.51% to 22,904.58 on heavy tech selling. The Dow Jones Industrial Average (DJINDICES:^DJI) rose 0.53% to 49,501.30 as investors rotated into defensive and value names. Market movers Advanced Micro Devices (NASDAQ:AMD) sank 17.31% despite solid earnings, finishing the day at $200.19. The market had high expectations, and investors felt the company’s Q1 forecast came up short. Software stocks continued to tu ...

Key Takeaways MCHP is set to report fiscal Q3 2026 results on Feb. 5, with sales guided between $1.109B and $1.149B.MCHP continues to cut inventory and factory underutilization, while scaling back capex to support productionStrong demand for Gen 4 and Gen 5 data center products and AI build-outs is expected to aid Q3 performance.Microchip Technology (MCHP) is set to report third-quarter fiscal 2026 results on Feb. 5, 2026.Microchip expects net sales to be in the range of $1.109-$1.149 billion for the third ...

One of the biggest questions among investors is what to make of artificial intelligence (AI). There are concerns about the slowing adoption of AI, the potential of a bubble, and whether the circular nature of some AI deals is "artificially" propping up demand. With all that uncertainty as a backdrop, Palantir Technologies (NASDAQ: PLTR) reported its quarterly results after the market close on Monday, and to call the quarter a blowout might be an understatement. The AI and data mining specialist beat Wall ...

CEO of Palantir Technologies Alex Karp attends the Pennsylvania Energy and Innovation Summit, at Carnegie Mellon University in Pittsburgh, Pennsylvania, U.S., July 15, 2025.Palantir CEO Alex Karp said protesters demonstrating against U.S. Immigration and Customs Enforcement should support the use of his company's tools in the government. "If you are critical of ICE, you should be out there protesting for more Palantir," he told CNBC's Morgan Brennan in an interview on Monday discussing the company's fourth- ...

Palantir topped Wall Street's fourth-quarter estimates as more businesses and the U.S. government race to buy its artificial intelligence tools. Here's how the company did versus LSEG estimates:Earnings per share: 25 cents adjusted vs. 23 cents expectedRevenue: $1.41 billion vs. $1.33 billion expectedRevenue grew 70% from $827.5 million in the year-ago period. For the fiscal year, sales at the Denver-based firm totaled $4.48 billionU.S. revenue for the government and commercial sectors rose to $570 million ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer shared his thoughts on. Cramer was bullish on the company, as he said: … I bet when we hear from them next week, we’ll realize, nuh-uh, AI search winner. Alphabet may be next week’s rock, and it may be even making more money from AI than Meta. Photo by Kai Wenzel on Unsplash Alphabet Inc. (NASDAQ:GOOGL) provides tech-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms like Yo ...

Core Viewpoint - The rise of artificial intelligence is reshaping career advice, suggesting that mastering AI tools may be more beneficial for students than traditional internships [1][2]. Group 1: Impact of AI on Employment - AI is expected to disrupt junior and entry-level roles, including internships, as companies automate routine tasks [2]. - The traditional model of learning through repetitive tasks in large organizations is being undermined by this shift [2]. Group 2: New Skills for the AI Age - Students are encouraged to become highly proficient with AI tools, which are described as "amazing creative tools" accessible to everyone [3]. - Deep fluency in AI and hands-on projects may provide graduates with a competitive edge over traditional internships [3][4]. Group 3: Educational Focus - Candidates' ability to build with technology is becoming a more significant indicator for employers than short internships at prestigious firms [4]. - Students are advised to prioritize STEM subjects, especially mathematics, physics, and computer science, to understand AI systems [5]. - Combining technical knowledge with expertise in other fields where AI is applied is emphasized [5]. Group 4: Learning Approach - Young people are encouraged to experiment with the latest AI models to discover innovative applications [6]. - University should be viewed as an opportunity to understand personal learning styles and how to quickly acquire new material [6].