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Earnings Week Ahead: MSFT, AAPL, META, AMZN, QCOM, PFE, MA, V, PYPL, ROKU, MCD, SBUX, KO, and More

Seeking Alpha36minutes ago

Technology Weekly | Positive Tech Earnings Kick-Off Sweeps Away Tariff Gloom

Investing with moomoo07:22 ET

Reaffirm NVIDIA's "Shareholding" rating! Morgan Stanley emphasizes that the notion of a slowdown in AI growth is quite ridiculous.

① Morgan Stanley reports that the demand for AI chips remains huge, which will drive strong growth in the Industry; ② Analysts at Morgan Stanley point out that the production of AI tokens has increased fivefold since the beginning of this year, driving a surge in investment; ③ Although NVIDIA's stock price has plummeted this year, revenue from its new Blackwell chip is expected to grow rapidly, and Morgan Stanley reaffirms NVIDIA's 'Shareholding' rating.

cls.cn03:04 ET

Amazon and NVIDIA discuss AI Energy demand: in the short term, clean Energy may yield to fossil fuels!

① Executives from Amazon and NVIDIA mentioned at an Energy conference that they would consider using Henry Hub Natural Gas and other fossil fuels to power AI Datacenters; ② They pointed out that reducing carbon emissions remains a long-term goal for companies, but in the short term, it is still necessary to rely on secure and stable fossil fuels to provide electrical utilities for Datacenters; ③ However, the idea of using Coal for power has been controversial, with some arguing that it should not be the preferred choice.

cls.cn22:50 ET

This Is What Executives From Major Companies Said About Tariffs This Week (Part 1)

Seeking Alpha16:45 ET

Tesla Prepares for Robotaxi Reveal in June, Insiders Share Secrets

Benzinga16:32 ET

Tesla Rises Prices in Canada, Pushes Pre-tariff Inventory: Report

Seeking Alpha16:18 ET

This Is What Elon Musk & Other Tesla Execs Said About Tariffs on the Earnings Call

Seeking Alpha14:43 ET

Wall Street Bets On Bulls, Not Tariffs, As Rare 'Breadth Thrust' Lifts Stocks

Benzinga13:26 ET

Trending Stocks in a Week of Recovery for U.S. Market

Seeking Alpha13:00 ET

Wall Street Powers to Second-best Weekly Gain of the Year With a Nearly 5% Advance

Seeking AlphaApr 26 11:47 ET

Notable Analyst Calls This Week: Alphabet, UPS and On Semiconductor Stocks Among Top Picks

Seeking AlphaApr 26 10:57 ET

Alphabet Sparks Valuation Debate After Q1 Beat

Seeking AlphaApr 26 10:09 ET

Tesla Posts Best Weekly Advance for 2025 Despite Q1 Miss

Seeking AlphaApr 26 08:27 ET

Going Analog: Slate Auto Looks to Flip the EV Script With a No-frills, Sub-$20K Truck

Seeking AlphaApr 26 07:00 ET

Elon Musk's XAI is reportedly negotiating a new round of financing, with a valuation expected to exceed $120 billion.

① According to reports, XAI, a company owned by Musk, is in talks with investors to raise approximately 20 billion dollars; ② Sources revealed that with the funding from this round of negotiations, XAI's valuation is expected to exceed 120 billion dollars.

cls.cnApr 26 04:55 ET

The Shanghai Auto Show witnesses the "mutual rush" of Chinese and foreign enterprises: multinational car companies are deeply cultivating the Chinese market while domestic supply chain enterprises are accelerating their move towards Global.

① The 2025 Shanghai Auto Show focuses on smart electric vehicles, with foreign car companies accelerating their integration into the China supply chain, and local innovative forces rising; ② Under the pressure of transformation, Toyota deepens its local layout by establishing a wholly-owned factory in Shanghai, betting on localization and supply chain synergy; ③ Joint venture brands strengthen collaboration in local innovation chains, as China supply chain companies accelerate their dominance in the Global smart electric vehicle industry.

cls.cnApr 26 02:33 ET

Musk's xAI is negotiating for financing of 20 billion US dollars, with an estimated valuation exceeding 120 billion US dollars.

Musk's XAI is seeking $20 billion in funding for its newly merged AI startup and Social Media business. If successful, it will raise the company valuation to over $120 billion. This would also become the second-largest funding round for a startup in history, second only to OpenAI's $40 billion funding earlier this year.

wallstreetcnApr 25 22:57 ET

Options Market Statistics: Tesla Jumps 9.8% on U.S. Push for Self-Driving Cars ; Options Pop

Options NewsmanApr 25 22:16 ET

Uncertainty over tariffs suppresses the rise of U.S. stocks, Technology stocks provide support, Tesla surges nearly 10%, Gold retreats over 1%, and the overall trend falls for the week.

After Trump's "change of heart," the three major stock indexes rose for four consecutive days; NVIDIA's shares increased by more than 4%, and Tesla rose by 18% over the week; Google's strong performance initially saw a rise of over 4%, but most of the gains were later given back; the Chinese concept index halted three-day gains but rose over 7% for the week. The USD experienced its first weekly increase in over a month. Bitcoin once surged nearly $3,000, breaking through the $0.095 million mark. Gold saw its first weekly decline since the announcement of reciprocal tariffs. U.S. oil fell over 2% for the week.

wallstreetcnApr 25 19:31 ET