What big tech's earnings can tell us about AI, rates and future volatility

What big tech's earnings can tell us about AI...

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AI Is Becoming a Stock Picker's Market

Trading in artificial intelligence (AI) stocks is evolving as investor interest broadens beyond semiconductor makers and companies that benefit from capital expenditures in AI, says Peter Callahan, US Technology, Media, and Telecommunications sector specialist in Goldman Sachs FI ...  Show more

Why the Bond Market May Be the Stock Market's Biggest Risk

With US 10-Year Treasury yields climbing this week to the highest level since 2007, the bond market may be the biggest risk to further equity gains, says Tony Pasquariello, global head of hedge fund coverage in Goldman Sachs FICC and Equities. Shorting bonds could be a useful hed ...  Show more

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MM122: BIG tech earnings & yield curve control explained?
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Great Tech-Spectations: Are Hopes Too High? 10/8/24
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Concerns are growing over big tech firms and lofty expectations for earnings. Apple and Amazon are bouncing back today after analyst downgrades yesterday.

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Big Tech – Big Profits, Busiest Week of Earnings Season Wraps Up, Questioning Kodak
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Carl Quintanilla, Jim Cramer and David Faber breakdown the blowout results from big tech. Apple posting a blowout third quarter, sales were up 11%, the tech giant also announcing a 4-for-1 stock split. Plus, hear what Apple CEO Tim Cook told Cramer. Amazon sales soaring, troun ...

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Monster week ahead for earnings - Plus, Tesla stock hits the skids 4/21/23
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Wall Street is getting ready to hear from tech heavyweights including Alphabet, Meta Platforms and Amazon. The “Fast Money” traders tackle whether next week is the real test for markets with tech front and center.  And, why Tesla’s big drop is revving up a number of shareholde ...

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