Microsoft Corp.’s stock rose 9% in after-hours trading after reporting fiscal fourth-quarter earnings of $4.74 per share, beating the Street’s projection of $4.24 per share, on revenue of $90.01 billi…
Meta stock has declined for nine straight days, its longest losing streak ever, ahead of its second-quarter earnings report after the close. Investors are selling amid concerns over Meta's capital exp…
Meta Platforms heads into a high-stakes Q2 earnings report on Wednesday with investors increasingly skittish about AI capex, after Alphabet and Tesla were punished for spending figures that outpaced W…
Mark Zuckerberg's Meta is burning through billions in a desperate AI race, but its efforts are being crushed by OpenAI and Anthropic, with employees even resorting to competitors' AI models. Capital e…
Deutsche Bank analyst Adrian Cox argues that the competition between open-weight and closed AI models will likely resemble the coexistence of Apple's iOS and Google's Android rather than a winner-take…
Meta's stock may remain under pressure as analysts project capital expenditures could surge to $210-$215 billion in 2027 and $265 billion in 2028, according to Deutsche Bank analyst Benjamin Black. Th…
Chinese startup Moonshot released Kimi K3, an open-weight AI model that rivals top offerings from OpenAI and Anthropic, challenging U.S. AI dominance by shifting focus from hardware supremacy to model…
Nebius Group closed a $775 million senior secured debt facility on July 17, its first asset-backed borrowing, to fund AI cloud infrastructure buildout. The deal, led by MUFG and syndicated among 10 ba…
Tesla is expected to report a negative free cash flow of $3.3 billion for the second quarter of 2026, its first quarterly cash burn in over two years, as surging capital expenditures on AI infrastruct…
Usage of U.S. AI models fell in the first week of July, and Chinese AI usage surpassed U.S. AI by about 40%, according to OpenRouter data cited by Deutsche Bank chief economist Jim Reid. Dean Baker, s…
Deutsche Bank warns that geopolitical tensions and heavy AI exposure in US equity markets are undermining the US dollar's safe-haven status, potentially triggering a long-term capital rotation away fr…
Mentions of AI disruption on earnings calls surged 310% to a record 780 in the first half of 2026, according to Deutsche Bank. Major tech companies including Block, Oracle, Amazon, Coinbase, Cloudflar…
UK government bonds have outperformed the Magnificent 7 tech stocks in the first half of 2026, with the average stock price of the group rising just 1.7% compared to gilts' gains. The slowdown marks a…
Deutsche Bank's global head of macro research Jim Reid warned that AI productivity gains are years away, cautioning that overambitious timelines could lead to market corrections across asset classes, …
Deutsche Bank economist Jim Reid said AI-driven productivity gains are years away and warned that if the technology fails to deliver, it could worsen unsustainable global debt levels. Reid noted that …
SpaceX stock fell nearly 7% on Tuesday, closing below $150 for the first time since its IPO, despite a flood of bullish analyst initiations. Analysts set an average price target of $236.45, but the co…
Wall Street analysts issued bullish calls on SpaceX, with an average price target of $236 per share, representing 47% growth from Monday's close. More than a dozen brokers including Morgan Stanley, JP…
Samsung Electronics reported a 19-fold year-over-year jump in preliminary April-June operating profit to about $58 billion, but AI-linked chip stocks sold off on July 7, 2026, with Samsung shares fall…
Samsung Electronics reported a 19-fold jump in quarterly profit, but its stock fell up to 10% as investors took profits from the AI-fueled rally, dragging down other chip stocks like Micron, Sandisk, …
Deutsche Bank analyst Jim Reid said artificial intelligence will likely enhance productivity significantly, but any economic impact may be years away. Reid expressed excitement about AI's potential an…