“AI, that’s the main character of the market story right now”
AI is the ‘main character’ of the market’s story, not US-Iran war
“Tesla’s earnings tonight highlight a core tension between short-term financial realities and an ambitious long-term AI vision”
Tesla stock surges as super bull turns slightly more bearish
“It seemed kind of like Google was taking market share from everybody and they could catch up to the market share of Azure if they keep on that trajectory”
Microsoft says cash will keep flowing from AI, shares rise
“It’s just not the greatest story to increase the bottom end of your capex, basically increasing the midpoint, and not showing much positive guidance on revenue expectations”
Why Meta’s stock is taking a beating after earnings
“The report’s defining narrative is the aggressive cost absorption required to stay at the leading edge of generative AI”
Nasdaq Soars 679 Points as Microsoft Pops: Stock Market Today