Technology

Network Stocks Are a Winner From Stargate AI News

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Chip makers like Nvidia are far from the only beneficiaries of President Trump’s effort to make the U.S. a leader in artificial intelligence. The Stargate artificial-intelligence project that Trump announced on Tuesday will ultimately require hundreds of thousands of Nvidia processors across its 20 data centers. To work together, those chips will need to be networked. That is why news of the $500 billion project lifted data network stocks like Broadcom, Marvell Technology, and Arista Networks by some 7% Wednesday. Nvidia stock rose 4%. The major share of hardware spending for an AI data center goes for the high-value processors from Nvidia and its rivals. But the number of network devices required rise exponentially with the processor count, so giant data centers like those of Stargate may be spending as much as 20% of their semiconductor dollars on network chips. As Barron’s reported in December, Nvidia dominates the sale of […]

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Apple Poised for Largely In-Line First-Quarter Revenue, Morgan Stanley Says

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Apple’s (AAPL) fiscal first-quarter revenue is expected to be largely in line with market estimates, though second-quarter results could take a hit from “muted” iPhone demand, Morgan Stanley said in a note e-mailed Thursday. The technology giant is scheduled to report first-quarter results Jan. 30. Morgan Stanley trimmed its earnings outlook to $2.31 a share from $2.32 while raising its revenue estimate to $123.97 billion from $123.73 billion. Wall Street is looking for $2.35 and $124.46 billion, respectively, according to the brokerage. IPhone shipments for the quarter are projected at 76.5 million units, up from the firm’s prior outlook of 76 million. Morgan Stanley said its latest checks indicate stable iPhone builds. It lowered its iPhone revenue forecast to $69.08 billion from $69.36 billion versus the Street’s $70.82 billion view. Services growth is now pegged at 13.5%, up from a 12.9% gain projected previously amid upside from App Store “outperformance,”

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Meta Stock Is a Top AI Pick, Analyst Says. Why TikTok Drama Is Another Tailwind.

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Meta stock has had a good start to the year — up more than 5% — and momentum is looking strong. It could get even better — the social media company is an artificial intelligence top pick, according to Jefferies analysts who say investors shouldn’t be put off by high AI spending. Big Tech companies such as Meta, Microsoft and Google-parent Alphabet have been under pressure recently as investors have become concerned about hefty investments in AI — and when returns on those investments may start showing up on their balance sheets. While ramped-up spending has spooked investors, that is no reason to worry about Meta, Jefferies analysts led by Brent Thill said in a research note published Wednesday. Meta’s next capex guidance may even come in above Wall Street’s, already high, estimates given that the company has indicated it will give quantitative full-year guidance in the fourth-quarter report, scheduled

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Nvidia Is World’s Most Valuable Company Again. How Stargate and Trump Helped the Stock.

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Nvidia stock rose early Wednesday after President Donald Trump sent another signal to markets that artificial intelligence would be a priority under his new administration. The absence of Nvidia CEO Jensen Huang at the inauguration Monday stuck out as Big Tech CEOs thronged to the event. The heads of some of the biggest companies in the world all attended: Meta Platforms’ Mark Zuckerberg, Amazon.com’s Jeff Bezos, Tesla’s Elon Musk, Apple’s Tim Cook, and Alphabet’s Sundar Pichai. Yet Trump’s first days in office saw big gains for Nvidia, propelling its market value past that of iPhone maker Apple to $3.45 trillion. Nvidia shares were up 3% to $145.02 in premarket trading Wednesday. Shares rose 2.3% Tuesday and are up 4.9% so far in 2025. The stock move doesn’t appear to be linked to any significant policies directly linked to Nvidia, but more about overall sentiment toward AI companies. Late Tuesday, the

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Industry Comparison: Evaluating Microsoft Against Competitors In Software Industry

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In today’s rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating Microsoft (NASDAQ:MSFT) against its key competitors in the Software industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company’s performance within the industry. Microsoft Background Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops). Company P/E P/B P/S ROE EBITDA (in

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Investigating Meta Platforms’s Standing In Interactive Media & Services Industry Compared To Competitors

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In the dynamic and fiercely competitive business environment, conducting a thorough analysis of companies is crucial for investors and industry enthusiasts. In this article, we will perform an extensive industry comparison, evaluating Meta Platforms (NASDAQ:META) in relation to its major competitors in the Interactive Media & Services industry. By closely examining crucial financial metrics, market position, and growth prospects, we aim to offer valuable insights for investors and shed light on company’s performance within the industry. Meta Platforms Background Meta is the largest social media company in the world, boasting close to 4 billion monthly active users worldwide. The firm’s “Family of Apps,” its core business, consists of Facebook, Instagram, Messenger, and WhatsApp. End users can leverage these applications for a variety of different purposes, from keeping in touch with friends to following celebrities and running digital businesses for free. Meta packages customer data, gleaned from its application ecosystem and sells ads

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Comparing Apple With Industry Competitors In Technology Hardware, Storage & Peripherals Industry

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In today’s fast-paced and competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies before making investment decisions. In this article, we will conduct a comprehensive industry comparison, evaluating Apple (NASDAQ:AAPL) against its key competitors in the Technology Hardware, Storage & Peripherals industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company’s performance within the industry. Apple Background Apple is among the largest companies in the world, with a broad portfolio of hardware and software products targeted at consumers and businesses. Apple’s iPhone makes up a majority of the firm sales, and Apple’s other products like Mac, iPad, and Watch are designed around the iPhone as the focal point of an expansive software ecosystem. Apple has progressively worked to add new applications, like streaming video, subscription bundles, and augmented reality. The firm designs

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Microsoft on Pace for Largest Percent Increase Since October 2023

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Microsoft Corporation (MSFT) is currently at $440.25, up $11.75 or 2.74% –Would be highest close since Dec. 17, 2024, when it closed at $454.46 –On pace for largest percent increase since Oct. 25, 2023, when it rose 3.07% –Currently up three of the past five days –Up 4.45% month-to-date –Up 4.45% year-to-date –Down 5.84% from its all-time closing high of $467.56 on July 5, 2024 –Up 9.36% from 52 weeks ago (Jan. 24, 2024), when it closed at $402.56 –Down 5.84% from its 52-week closing high of $467.56 on July 5, 2024 –Up 13.08% from its 52-week closing low of $389.33 on April 30, 2024 –Traded as high as $441.90; highest intraday level since Dec. 20, 2024, when it hit $443.74 –Up 3.13% at today’s intraday high; largest intraday percent increase since May 1, 2024, when it rose as much as 3.18% –Third best performer in the DJIA today –Ninth

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As Nvidia’s Stock Gains, One Analyst Shows Why Stargate Could Be so Significant

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Melius Research says the new Stargate joint venture may signal more AI-friendly moves ahead and help Nvidia’s company’s long-term growth Why is the new Stargate initiative so important for Nvidia Corp.? With the stock rising again on Wednesday, one analyst ran down the reasons. To start, investors have been focused lately on the nitty-gritty of the next few quarters as the company works to ramp up production of its new Blackwell chip. But the newly announced Stargate joint venture, which could drive a $500 billion investment in artificial-intelligence infrastructure over the next four years, “sure puts [the] Blackwell transition in perspective,” according to Melius Research analyst Ben Reitzes. By his assessment, “well over” $100 billion of Stargate spending could go toward Nvidia (NVDA), with more going to companies like Broadcom Inc. (AVGO) and Arista Networks Inc. (ANET) that also play into computing and networking. Nvidia’s stock is up 4.1% in

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Apple Stock Is Sliding. It Might Just Be the Beginning.

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Apple stock might just fall into its own bear market. Investors should pay attention to some key levels — to see if the recent selloff will get worse. Shares of the iPhone maker are down 0.2% in early trading at $222.13, while the S&P 500 and Dow Jones Industrial Average were up about 0.5% and 0.2%, respectively. The early drop left Apple stock down about 15% from its 52-week intraday high of $260.10 reached on Dec. 26. Declines left Apple with a market value of about $3.3 trillion, trailing Nvidia’s $3.6 trillion. Microsoft, the other company with a $3 trillion-plus value, checks in at just under $3.3 trillion. “Breathing down [Apple’s] neck,” as ChartSmarter founder and market technician Douglas Busch put it in a Wednesday report. Apple stock is looking “rotten” he added, pointing out that, through early trading, shares had given up all of their post-presidental election bounce. The

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Governments Could Use AI to Speed Up Project Permitting, Microsoft Boss Says

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Artificial intelligence could speed up permitting procedures for projects like data centers or wind farms, Microsoft President Brad Smith told a panel at the World Economic Forum in Davos, Switzerland. “There are so many places today where it takes more time to get a permit to say, construct a wind turbine, than it does to build and construct the wind turbine,” he said, adding that companies “massively need more work to accelerate this.” Smith said Microsoft has around 872 permitting processes in progress globally and there is rarely any doubt that a permit will be issued at the end of them, and some tools are ideal for the job. “What you’re doing is taking a spec and comparing data to it, then a human being has to do all that work and identify where there’s a mismatch,” he said. “But when you just think about that, AI is really quite

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Snowflake Stock Has Missed the Software Rally. Analyst Says to Buy.

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Snowflake stock has underperformed some of its peers, but big things are coming for the software company, Wedbush analyst Dan Ives says. He increased his target for Snowflake’s stock price to $210 from $190, which implies a 21% increase from the closing price of $173.53 on Tuesday. Ives also maintained an Outperform rating on the stock. Ives wrote in a research note late Tuesday that his new price target reflects stronger demand for Snowflake’s product portfolio, which “continues seeing elevated innovations with updated AI/ML [machine learning] capabilities that meet growing enterprise needs.” Enterprise software stocks performed well in 2024 as several companies in the space provided strong financial forecasts. Businesses are willing to spend heavily on generative artificial intelligence software that can improve productivity, and shares of ServiceNow and Salesforce are benefiting from that. ServiceNow stock has jumped 47% over the last 12 months while Salesforce shares are up 20%.

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