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ASML tops Q4 estimates, unveils 2025 outlook
ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek impr…
1 year, 4 months ago
Tesla, BMW drive into EU tariff battle
Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric. (01:5…
1 year, 4 months ago
DeepSeek deep sixes stocks
AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts se…
1 year, 4 months ago
China's DeepSeek outshines U.S. AI giants
Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified …
1 year, 4 months ago
Powell v Trump and megacap earnings
Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting …
1 year, 4 months ago
Interesting earnings action coming
Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a sn…
1 year, 4 months ago
Allurion soars on balloon and GLP-1 study plans
Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery. (01:22) OpenAI (…
1 year, 4 months ago
Don't call it a GE comeback
GE Aerospace stock hits its highest level in more than 20 years. (0:16) What's up with Musk and Project Stargate? (4:44) Charts indicate bitcoin $150…
1 year, 4 months ago
EU weighs EV subsidies amid struggles
EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (…
1 year, 4 months ago
Project Stargate is a go
The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY…
1 year, 4 months ago