What Wall Street is saying about Microsoft ahead of earnings
Microsoft (MSFT) is scheduled to report results of the second quarter of its fiscal year 2025 after the market close on Wednesday, January 29, ...
DeepSeek ‘punctures’ AI leaders’ spending plans, and what analysts are saying
Chinese AI firm DeepSeek has emerged as a potential challenger to U.S. AI companies, demonstrating breakthrough models that ...
DeepSeek r1’s breakthrough likely to benefit software stocks: Citi
The breakthrough in AI technology by Chinese startup DeekSeek's r1 model has the potential to benefit the software sector, Citi analysts said.
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Marvell target raised at Citi after CES presentation
Key contributors include increased production by Microsoft (NASDAQ:MSFT) (Customer C) in late 2026 and continued growth from AWS. Citi also highlighted Marvell's $43 billion custom ASIC total ...