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Are Semiconductor ETFs Better Bets on AI Boom Than Big Techs? https://www.zacks.com/stock/news/2315533/are-semiconductor-etfs-better-bets-on-ai-boom-than-big-techs?cid=CS-ZC-FT-etf_news_and_commentary-2315533 Aug 02, 2024 - Demand for chips should be robust due to the ongoing AI boom, even if the return on AI investments takes longer to be materialized by the tech giants.
Have Big Tech Stocks Lost Their Momentum? https://www.zacks.com/commentary/2314625/have-big-tech-stocks-lost-their-momentum?cid=CS-ZC-FT-earnings_outlook-2314625 Aug 01, 2024 - We discuss whether the market's reaction to the recent Alphabet, Tesla and Microsoft results is indicative of sentiment shift.
Meta Earnings: Impressive Growth and Big Plans for AI https://www.zacks.com/commentary/2314620/meta-earnings-impressive-growth-and-big-plans-for-ai?cid=CS-ZC-FT-investment_ideas-2314620 Aug 01, 2024 - Meta Platforms stock gains as it beats earnings estimates and shares AI ambitions
Nvidia Surged Today -- Is It Too Late to Buy the Artificial Intelligence (AI) Leader's Stock? https://www.fool.com/investing/2024/07/31/nvidia-surged-today-is-it-too-late-to-buy-stock/?source=iedfolrf0000001 Jul 31, 2024 - Earnings reports from two other big tech players could be flashing buy signals for Nvidia stock.
AMD Q2 Earnings Beat Estimates, Shares Up on Strong Q3 View https://www.zacks.com/stock/news/2313423/amd-q2-earnings-beat-estimates-shares-up-on-strong-q3-view?cid=CS-ZC-FT-analyst_blog|earnings_article-2313423 Jul 31, 2024 - AMD's second-quarter 2024 results reflect robust Client and Data Center revenues, offsetting weakness in the Gaming and Embedded segments.
AAPL or AMZN: Which Mag 7 Stock Should You Buy Before Earnings? https://www.zacks.com/stock/news/2313386/aapl-or-amzn-which-mag-7-stock-should-you-buy-before-earnings?cid=CS-ZC-FT-analyst_blog|most_popular_stocks-2313386 Jul 31, 2024 - Investors are eagerly awaiting results from Apple (AAPL) and Amazon (AMZN) to get a glimpse of the growing impact of AI, including Generative AI.
Microsoft (MSFT) Q4 2024 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2024/07/30/microsoft-msft-q4-2024-earnings-call-transcript/?source=iedfolrf0000001 Jul 30, 2024 - MSFT earnings call for the period ending June 30, 2024.
Market Bifurcation, Revisited; Plus Earnings for MSFT, SBUX, PINS & More https://www.zacks.com/stock/news/2312477/market-bifurcation-revisited-plus-earnings-for-msft-sbux-pins-more?cid=CS-ZC-FT-ahead_of_wall_street-2312477 Jul 30, 2024 - Microsoft topped estimates but missed on Azure cloud, while AMD posted healthy results.
Microsoft (MSFT) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates https://www.zacks.com/stock/news/2312474/microsoft-msft-q4-earnings-how-key-metrics-compare-to-wall-street-estimates?cid=CS-ZC-FT-fundamental_analysis|nfm-2312474 Jul 30, 2024 - Although the revenue and EPS for Microsoft (MSFT) give a sense of how its business performed in the quarter ended June 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Microsoft (MSFT) Tops Q4 Earnings and Revenue Estimates https://www.zacks.com/stock/news/2312346/microsoft-msft-tops-q4-earnings-and-revenue-estimates?cid=CS-ZC-FT-tale_of_the_tape|yseop_template_4-2312346 Jul 30, 2024 - Microsoft (MSFT) delivered earnings and revenue surprises of 1.72% and 0.84%, respectively, for the quarter ended June 2024. Do the numbers hold clues to what lies ahead for the stock?

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