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美股
Lead report
Meta and Crusoe Strike AI Computing Deal: Tech Giant Accelerates Infrastructure Buildout
Meta Platforms has reportedly signed a multi-billion dollar AI computing agreement with data center firm Crusoe Energy Systems. The deal underscores Big Tech's race to secure AI infrastructure, with implications for Meta's stock, the broader AI investment boom, and competitive dynamics.
美股
Big Tech Earnings Diverge: Can the Nasdaq Hold Its 2023 Gains Amid AI Valuation Concerns?
Apple, Tesla, and Nvidia report mixed results, pressuring the Nasdaq. Market eyes AI stock valuation risks and whether the index's year-to-date rally can be sustained.
美股
Nasdaq and S&P 500 Hit New Highs: Can Big Tech Earnings Sustain the AI and Rate-Cut Rally?
The Nasdaq and S&P 500 have closed at record highs, fueled by AI enthusiasm and rate-cut expectations. This article examines how the upcoming Big Tech earnings season will test market valuations and shape the near-term outlook.
