What answers have the financial reports of major companies provided to the most concerning issues in AI trading?
One of the main characteristics of the third quarter report is that technology giants continue to increase investment in AI without hesitation, with total capital expenditures of microsoft, google, and Meta increasing by 48% year-on-year. However, the returns brought by the huge investment are somewhat mixed, and the market may need to wait longer. In addition, the three major trends of 'hiring is not as good as buying cards', shifting from training to reasoning, and the marginalization of OpenAI by microsoft are becoming increasingly clear.
Express News | Bank of America: Raised Meta's target price to $660, increasingly strong focus on AI may bring surprises.
In October, the stock prices of the three technology giants fluctuated more than bitcoin.
According to Forbes, the data shows that the volatility of some major technology stocks has exceeded bitcoin, with Tesla's stocks topping the list with a 24% price fluctuation, followed by AMD at 16% and nvidia at 12%, all exceeding the 11% range of bitcoin's volatility.
1 Big Reason Google Surged While Microsoft and Meta Fell After Earnings
Investing 200 billion this year and planning to increase investment next year! The third quarter report reveals the big bets made by the four giants in Silicon Valley on AI.
Microsoft, Meta, Google, and Amazon are expected to reach a record-breaking total capital expenditure of over $200 billion this year, with executives warning of even higher spending next year. They are all trying to convince Wall Street that these massive investments will make their future business more profitable than their current business of selling digital ads, commodities, and software.
AI Spending Dominated Big Tech Earnings. Why These 2 Stocks Got a Pass From Investors. -- Barrons.com
Meta Platforms Options Spot-On: On November 1st, 472.71K Contracts Were Traded, With 2.33 Million Open Interest
On November 1st ET, $Meta Platforms(META.US)$ had active options trading, with a total trading volume of 472.71K options for the day, of which put options accounted for 40.47% of the total
Meta Platforms Price Target Cut to $641.00/Share From $652.00 by Wells Fargo
Meta Platforms Is Maintained at Overweight by Wells Fargo
Meta Platforms Analyst Ratings
Express News | Exclusive-Disney Studios CTO Jamie Voris Will Lead Newly Formed Office of Technology Enablement
Express News | Exclusive-Disney Forms New Unit to Coordinate the Use of AI, Extended Realty
Meta's Reality Labs Faces $4.4 Billion Loss In AR/VR Sector
CNBC Final Trades: Uber, NVIDIA, Meta Platforms
Express News | USA technology giants continue to bet big on artificial intelligence. This year, capital expenditure is poised to exceed 200 billion US dollars.
BofA Securities Maintains Meta Platforms(META.US) With Buy Rating, Maintains Target Price $660
Is AI infrastructure already a consensus in Silicon Valley? Giants are still running blindly, but investors are no longer buying it.
①Tesla, Google, Microsoft, Meta, Apple, and Amazon are all showing a common trend - pouring money into AI, then pouring more money. ②"Every year Microsoft over-invests, it will drag down the profit margin for the next six years by a full percentage point," said Gil Luria, head of technology research at Davidson Trust. ③Investments in AI need to see returns, see widespread technological applications, and need time.
Viewpoint | The decline in technology stocks in the usa brings buying opportunities.
Recently, the technology sector has shown weakness, but it has not encountered any major troubles.
Cathie Wood Shuffles Her Tech Deck: Continues Dumping Tesla And Palantir, Stocks Up On AMD And Meta
A Quick Look at Today's Ratings for Meta Platforms(META.US), With a Forecast Between $600 to $719