Meta Rallies 20 Days! Is It Too Late to Buy This AI Stock??

Meta has surged for 20 consecutive days, breaking the record. The longest consecutive gain record for big tech companies is 19 days. Meta is currently seen as the company with the highest AI monetization potential. With the stock price currently at a high, what price would you consider a good entry point for Meta?

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01-31

NVDA, MSFT, TSLA impacted by DeepSeek!

On Mon, 27 Jan 2025, the US stock market experienced a significant crash, largely driven by the emergence of a new AI model from Chinese startup DeepSeek. The unfolding event had a profound impact on the Magnificent Seven stocks, that included Apple , $Microsoft(MSFT)$, Amazon, $Alphabet(GOOG)$ , $Meta Platforms, Inc.(META)$ , $NVIDIA(NVDA)$ and $Tesla Motors(TSLA)$. Below is a detailed look at how DeepSeek's AI model affected these stocks: Rise of DeepSeek DeepSeek, a relatively unknown Chinese AI startup, introduced an AI model that claimed to rival the capabilities of leading
NVDA, MSFT, TSLA impacted by DeepSeek!

AI Fall Before MSFT Earning Release, Should You Buy or Sell?

$Microsoft(MSFT)$ Microsoft is set to report its quarterly financial results after the markets close on January 29, 2025, sparking a lot of investor interest in whether they should buy Microsoft stock before earnings. In this video, I'll answer that question and preview what investors should be watching for in the upcoming earnings release. So, let’s take a closer look at this intriguing AI powerhouse. Microsoft last updated investors on October 30, 2024, revealing a 16% increase in revenue to $65.6 billion. However, operating income only grew by 14% to $30.6 billion, which was a bit surprising. Typically, when Microsoft’s revenue rises by 16%, operating income sees a more significant boost due to the company’s strong operating leverage. Operating
AI Fall Before MSFT Earning Release, Should You Buy or Sell?

Google Stock is Falling, A Potential Buying Opportunity?

$Alphabet(GOOG)$ Google's stock has dropped 8% following the release of its Q4 2024 earnings report. Despite strong growth numbers, the market continues to sell off shares in after-hours trading. In today’s video, I’ll break down the key takeaways from Google's earnings, explore why the stock is declining, and discuss whether it's a buying opportunity. Earning Overview As always, I reviewed Google's Q4 earnings report and highlighted the most important figures. Google's total revenue grew 12% year-over-year to a record $96.5 billion. Google Services revenue increased 10% to $84.1 billion, while Google Cloud saw impressive 30% growth, reaching $12 billion. The company also reported a 31% rise in operating income and a 28% increase in net income, wi
Google Stock is Falling, A Potential Buying Opportunity?

BIG TECH WEEKLY | Details in BIG-TECHs' CapEx Surge!

Big-Tech’s PerformanceDeepSeek - Trump tariffs - tech company earnings reports, this is the main theme of trading in the U.S. stock market in the past few weeks.Market volatility has been significantly elevated so far this year, with macro-level concerns about the Fed's "rate cuts" and the strong dollar under the Trump tariffs.U.S. bond yields were unsurprisingly pulled back, even before the Fed's rate meeting, as the impact of DeepSeek unexpectedly triggered a safe-haven pullback early;Trump's tariffs are not new, in the 1.0 period, the market although mind, but more understand its significance more in the negotiation (Bargain), so also with easy to be digested;Rather, it's the earnings reports of big tech companies that have a greater guiding influence on the market.Technology companies,
BIG TECH WEEKLY | Details in BIG-TECHs' CapEx Surge!

Huge News on OpenAI Stock Investors, Should You Buy Microsoft Stock At The Dip?

$Microsoft(MSFT)$ Big news for Microsoft stock investors! The company's management has shared some important updates on its business progress, and I'm here to break them down for you in this article. Let's dive in and explore what these developments could mean for Microsoft's stock performance. Earning Overview Microsoft's recent quarterly financial results caused its stock price to drop. In this articles, I’ll walk through the key figures, explain why the stock is falling, and share whether I still consider Microsoft stock a good buy after these results. Let’s get into it. Overall, Microsoft reported second-quarter revenue of $69.6 billion, a 12% increase year-over-year. The biggest growth came from its Intelligent Cloud business, which saw a 19%
Huge News on OpenAI Stock Investors, Should You Buy Microsoft Stock At The Dip?

Weekly: The stock market may be hurt the most by Trump’s tariffs after January's rally

Last Week's RecapThe US Market - A crazy volatile weekThe stock market saw massive losses Monday in AI hardware-related stocks amid fears that the AI model from China's DeepSeek will reduce the need for data centers, power and more. However, the $.SPX(.SPX)$ and $.IXIC(.IXIC)$ pared weekly losses, while the Dow Jones moved toward record highs.After tumbling 3.07% on Monday, the Nasdaq ended Friday with a weekly loss of 1.6%. The S&P 500 and blue-chip Dow finished the week 1% lower and 0.3% higher, respectively.The three major averages also posted monthly gains, with the $.SPX(.SPX)$ rising 2.7% and the Nasdaq advancing 1.6%. The Dow outperformed during the p
Weekly: The stock market may be hurt the most by Trump’s tariffs after January's rally
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02-02

🌐 The Rise of DeepSeek: A New Era in Artificial Intelligence

As of February 2, 2025, the artificial intelligence (AI) landscape is witnessing a significant transformation with the emergence of DeepSeek, a Chinese AI company that has rapidly ascended to prominence. This development has profound implications for global technology dynamics, investment strategies, and the future trajectory of AI innovation. 1. DeepSeek's Breakthrough in AI Development ✅ 1️⃣ Innovative Approach Efficient Development: DeepSeek has developed an advanced AI model comparable to leading platforms like ChatGPT, achieving this with a fraction of the typical development costs. This efficiency challenges the prevailing notion that substantial financial resources are requisite for significant AI advancements. nypost.com Open-Source Strategy: By adopting an open-source approach, De
🌐 The Rise of DeepSeek: A New Era in Artificial Intelligence
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01-26

TSLA, META, MSFT: Cont'd Rally on CNY Week ?

The optimism investors exhibited during President Trump’s first week back in the White House tempered a bit on Fri, 24 jan 2025. By the time trading ended for the holiday-shortened trading week: (see above) (1) DJIA: -0.32% (-140.82 to 44,424.25). (2) S&P 500: -0.29% (-17.47 to 6,101.24). Notched 1st record close of 2025 on Thursday. The S&P 500 rallied from a 2-month low to a record high over just 8 sessions. Marking the 2nd-fastest reversal since 1928. (3) Nasdaq: -0.50% (-99.38 to 19,954.30). For the week, the 3 indexes performances have been “credible” : (see above) Dow : up +2.2% or 936.42 points. S&P 500 : up +1.7% or 104.58 points. Nasdaq : up +1.7% or 324.10 points. Similarly, Year-to-date, the 3 indexes performances have been “great” : Dow : up +4.4% or 1,880.03 points
TSLA, META, MSFT: Cont'd Rally on CNY Week ?

Meta Platforms (META) Expenses Reduction To Watch Especially On Reality Labs

$Meta Platforms, Inc.(META)$ is set to release its Q4 2024 financial results on Jan 29 after the US market closes. According to Bloomberg's unanimous expectations, analysts expect Meta's Q4 revenue to be $47 billion, up 17% year-on-year. Adjusted EPS is expected to grow 27% YoY to $6.77. Adjusted net income will be $17.84 billion, up 27.3% from a year earlier. Meta Platforms (META) Last Earnings Call Positive With A Significant 11.59% Change Since Since META last earnings call on 30 October 2024 which has gathered a positive sentiment, it has gained 11.59% change. The earnings call reflected a positive sentiment with strong revenue growth, increased user engagement, and successful AI and hardware innovations. However, these were partially offset b
Meta Platforms (META) Expenses Reduction To Watch Especially On Reality Labs

30 Jan Market Ended Positive After Sharp Dip But Quick Recovery In Late Trade

After a sharp dip but quick recovery in the afternoon session, we saw the stock market closed positively. Starting Saturday, President Trump has announced a 25% tariff on Canada and Mexico, the reason for this tariff is for immigration, trade deficits, and fentanyl issues, according to Bloomberg. This move, which he attributes to issues of illegal immigration and fentanyl trafficking, follows his earlier executive orders on immigration. The market is closely monitoring the situation as the tariffs could impact trade relations and economic dynamics with these neighboring countries. DJIA increased by 0.38%, the NASDAQ also rose 025% while S&P 500 gained the most 0.53% and Russell 2000 also outperformed with a 1.1% jump. Strongest Growth In Personal Spending In Fourth Quarter We saw the i
30 Jan Market Ended Positive After Sharp Dip But Quick Recovery In Late Trade

Are You Buying the Dip on Amazon?

$Amazon.com(AMZN)$ In today’s article, I’ll let you know whether I did after Amazon’s Q4 earnings announcement. We’ll cover several key aspects, starting with how massive this business has become in terms of revenue. Among the so-called "Magnificent 7" or FAANG stocks, Amazon is generating unparalleled revenue numbers. One of the most exciting developments is how Amazon’s e-commerce segment is now nearly as profitable as AWS. There was a time when that seemed impossible, but CEO Andy Jassy has successfully transformed the retail business into a profit machine. We'll also dive into Amazon’s Q1 guidance. Plus, we'll take a closer look at capital expenditures, especially since major cloud providers’ spending habits are a hot topic. If you’re like me
Are You Buying the Dip on Amazon?

Google's Q4 Earnings in Focus: Can Strong Fundamentals Outshine Antitrust Shadows?

Alphabet ( $Alphabet(GOOG)$ ) is set to announce its fourth-quarter earnings on February 4, 2025. Analysts project earnings per share (EPS) of $2.13, reflecting a 30% year-over-year increase. Revenue is expected to rise 12% to $96.68 billion. The company has consistently exceeded analysts' earnings expectations for seven consecutive quarters. While the company's overall performance remains strong, several factors, including ongoing lawsuits and a dynamic regulatory landscape, add layers of complexity to the upcoming report. Analysts are keenly watching several key segments: Google Advertising: Expected to be a major driver with revenue estimates around $71.73 billion. Google Search & Other is forecasted to contribute approximately $53.29 billi
Google's Q4 Earnings in Focus: Can Strong Fundamentals Outshine Antitrust Shadows?

31 Jan Market Lower As Stocks Retreated In Late Session With Tariffs Effect Saturday

Major indexes closed lower Friday as stocks retreated late in the session after the White House said tariffs on Mexico, Canada and China will take effect Saturday. The DJIA fell by 0.75% though it saw a modest increase of 0.30% last week, while S&P 500 decline by 0.50% on Friday (31 Jan) making it fell 1.0% for last week, NASDAQ also decreased by 0.28% with a weekly drop of 1.6%. Russell 2000 experienced a 0.9% loss for the week. The major indexes managed to post gains for the month, despite a roller-coaster last week of trading fueled by corporate results, the Federal Reserve's latest decision on interest rates and the revelation that Chinese startup DeepSeek had launched a highly effective, low-cost AI model. The week began with a sharp decline due to attention on China's AI platform
31 Jan Market Lower As Stocks Retreated In Late Session With Tariffs Effect Saturday

Microsoft (MSFT) Azure Supply Constraints Might Continue

$Microsoft(MSFT)$ is set to report fiscal 2025 second-quarter earnings results after market close on 29 Jan 2025 (Wednesday). Market is expecting Microsoft's Q2 revenue to be $68.864 billion, adjusted net income is $23.499 billion, and adjusted EPS is $3.132, according to Bloomberg's consistent expectations. The earnings per share is expected to come in at $3,11 better than last year same period $2.93. Microsoft (MSFT) Modest Gain Since Last Earnings Call In 30 Oct 2024 Though the earnings call sentiment on 30 Oct 2024 for Microsoft is positive, but MSFT has only gained 0.67% since the last earnings call. Despite the earnings call presented a strong start to the fiscal year with significant revenue growth driven by cloud and AI innovations, there
Microsoft (MSFT) Azure Supply Constraints Might Continue

Meta Earnings Preview: AI Costs, DeepSeek Storm, and Post-Earnings Stock Price Scenarios

Meta Platforms ( $Meta Platforms, Inc.(META)$ ) is set to report its Q4 earnings on January 29, 2025. With the tech sector facing headwinds from rising interest rates and broader economic uncertainties, investors are closely watching Meta’s results for signs of resilience and growth. The market expects Meta to post strong numbers, particularly in advertising revenue, bolstered by its investments in AI-driven ad solutions and growing platform engagement. However, concerns about escalating AI costs and rising competition could overshadow these gains. As of pre-market trading, Meta's share price remains relatively stable compared to peers like NVIDIA, which experienced a significant drop, suggesting that investors may have already priced in some risk
Meta Earnings Preview: AI Costs, DeepSeek Storm, and Post-Earnings Stock Price Scenarios

Big Tech Earnings Incoming! Tesla, Meta, MSFT: Who Will Beat & Rise?

The Big Tech earnings season kicks off this week! $ASML Holding NV(ASML)$ surged 7% pre-market after beating estimates, leading a rebound in the semiconductor sector.ASML Net sales: 9.26 billion euros versus 9.07 billion euros expected.How analysts expect Mag 7 to perform?According to FactSet, S&P 500 Q4 2024 overall earnings are expected to grow by 12.5%, with the “Magnificent 7” projected to grow 21.7% YoY, far exceeding the 9.7% growth of the remaining 493 companies.01Against this backdrop, Tesla, Meta, and Microsoft will report earnings tonight, followed by Apple tomorrow night. Can Big Tech continue to lead the market?🔹 $Meta Platforms, Inc.(META)$: Expected 25% YoY earnings growth, with AI ad to
Big Tech Earnings Incoming! Tesla, Meta, MSFT: Who Will Beat & Rise?

Q4 Earnings | What Does Capex Surprise Mean To Google?

In the wake of DeepSeek impact, the wind direction of the market capital investment in AI faster step from the hardware layer to the application layer. $ $Alphabet(GOOGL)$ was naturally the most direct beneficiary, once hitting new highs. $Alphabet(GOOG)$ However, after the announcement of Q4 earnings on February 4, Google fell more than 6%, the market's direct reaction is relatively contradictory.On the one hand, because of AI-enhanced cloud business revenue is expected to be very high, but the actual performance is inferior, on the other hand, advertising and other businesses are positively performing under the auspices of AI.Performance and market feedbackOvera
Q4 Earnings | What Does Capex Surprise Mean To Google?

How META survive the "DeepSeek" AI Root?

Zuckerberg likes to play "anti-logic".While investors are convinced that the advent of DeepSeek reduces costs across the industry, $Meta Platforms, Inc.(META)$ has chosen to be a maverick, further increasing its capital expenditures, much of which will be spent on AI infrastructure.However the market bought in!Summary.The Capex boost has already been previewed, not incremental information; and the Capex structure is different, focusing on inference measurement;Meta's Capex load is not just AI, but more importantly its recommendation system and advertising products that directly generate revenue;Only by investing is it more likely to come out on top.Q4 Results and Market FeedbackMETA was shaken within minutes of releasing Q4 earnings, then immediat
How META survive the "DeepSeek" AI Root?

US Market Insights (Feb 3-7): Trump Tariffs and Retaliation May Unnerve the Stock Market

Last weekly recap>> The stock market may be hurt the most by Trump’s tariffs after January's rallyThe $.SPX(.SPX)$ and $NASDAQ 100(NDX)$ declined by 0.99% and 1.35% last week as DeepSeek rattled the stock market.Major market movers included $NVIDIA(NVDA)$ (-15.8%), $Microsoft(MSFT)$ (-6.5%), $Broadcom(AVGO)$ (-9.6%), $Oracle(ORCL)$ (-7.4%), $Apple(AAPL)$ (+5.3%), $Meta Platforms, I
US Market Insights (Feb 3-7): Trump Tariffs and Retaliation May Unnerve the Stock Market

💰Dividend Picks丨Plan Ahead With SG's Financial Boom: U10/S68/O39

💰Don't fight the Fed. Powell remains firm on delaying rate cuts, while major tech stocks show mixed performance.💹 $UOB Kay Hian(U10.SI)$/$SGX(S68.SI)$/$ocbc bank(O39.SI)$: Singapore's financial sector holds strong allocation value.📣Stay tuned and supercharge purchasing power with CashBoost!| Market recapFollowing a weak opening, $S&P 500(.SPX)$ closed up 0.03%, while $NASDAQ(.IXIC)$ fell 0.36%. $Meta Platforms, Inc.(META)$ marked a record with 17 consecutive days of gains. $NASDAQ Golden
💰Dividend Picks丨Plan Ahead With SG's Financial Boom: U10/S68/O39