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26.01.26 - 20:48
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Nvidia Puts Another $2B Into CoreWeave, Offers New Chips | Bloomberg Tech 1/26/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss Nvidia's additional $2 billion investment in CoreWeave, to accelerate the buildout of AI factories. Plus, IonQ CEO Niccolo de Masi discusses the quantum company's continued acquisition spree, as it buys chipmaker SkyWater Technology in a cash-and-stock deal worth $1.8 billion. And investors gear up for big tech earnings with Meta, Apple and Tesla all set to report this week. (Source: Bloomberg)...
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26.01.26 - 19:36
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Nvidia Doubles Down on AI | Open Interest 1/26/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Nvidia doubles down on AI, investing another $2 billion in CoreWeave as investors brace for earnings from Meta, Apple, Microsoft and Tesla this week. Shutdown risks rise in Washington as Senate Democrats threaten to block a spending package amid growing fallout over a second death in Minnesota. Plus, exclusive conversations with the CEOs of TrueCar and Baker Hughes. (Source: Bloomberg)...
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26.01.26 - 17:48
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Meta Platforms Aktie: Warnsignal im Bewertungsabschlag (Aktiencheck)
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Cleveland (www.aktiencheck.de) - Meta Platforms‑Aktienanalyse von KeyBanc Capital Markets:
KeyBanc habe das Kursziel für die Aktie von Meta Platforms Inc. (ISIN: US30303M1027, WKN: A1JWVX, Ticker-Symbol: FB2A, NASDAQ-Symbol: META) von 875 auf 835 USD gesenkt und das Rating "overweight" bestätigt. [mehr]...
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26.01.26 - 17:00
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Forget the Mag 7. It’s All About the Magnificent 2 and They’re Still Buys (24/7 Wall St.)
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The Magnificent Seven, as a whole, may still be great long-term bets, especially now that most of their members have fallen under enough pressure to see their valuation metrics compress. That said, the Mag Seven seem to be breaking apart, with three members in Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) sinking, while two ... Forget the Mag 7. It's All About the Magnificent 2 and They're Still Buys
The post Forget the Mag 7. It's All About the Magnificent 2 and They're Still Buys appeared first on 24/7 Wall St.....
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26.01.26 - 16:06
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Apple, Meta, Tesla to Report Earnings This Week: What to Watch (Bloomberg)
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Earnings from the Magnificent 7 tech companies start rolling in this week. Meta, Tesla and Apple will be among the most closely watched. Mandeep Singh of Bloomberg Intelligence and Momei Qu of PSP Growth talk about what to look for on Bloomberg Surveillance. (Source: Bloomberg)...
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