Latest news with #MarcEinstein
Yahoo
19-04-2025
- Business
- Yahoo
Alphabet (GOOGL) Expected to Beat Earnings as AI Push Remains Strong Despite Ad Headwinds
We recently published a list of . In this article, we are going to take a look at where Alphabet Inc. (NASDAQ:GOOG) stands against other AI stocks surging on news today. In the latest efforts to stop China from getting ahead in the AI race, the Trump administration is considering penalties that would block China's DeepSeek from buying U.S. technology, reports The New York Times. It has also been reported that the administration is currently debating Americans' access to its services. DeepSeek, a Chinese start-up that shook up Wall Street a few months ago with its cheaper and more efficient AI models, has had the US taking firm steps to tighten controls and scrutinize tech investments. A key focus of US export controls has been Nvidia, whose chips were used to build DeepSeek's AI models. Even though the US had stringent export controls, the AI start-up managed to get hold of thousands of its GPUs, raising concerns about the effectiveness of the said controls. As a result, US officials now aim to prevent the most advanced chips from being sold to China to deter it from having a lead in the AI race. READ NOW: and The U.S. House Select Committee on China said that 'it has sent a formal letter to Nvidia demanding answers about sales to China and Southeast Asia to examine whether and how its chips ended up powering DeepSeek's AI models—despite U.S. export restrictions'. With the government tightening its export rules to China, the AI chipmaker has revealed how it would face a $5.5bn (£4.2bn) hit in costs. The company will now require licences to export its H20 AI chip to China, one of its most popular chips. 'The [government] indicated that the license requirement addresses the risk that the covered products may be used in, or diverted to, a supercomputer in China.' The company also said that federal officials have advised them that the licence requirement 'will be in effect for the indefinite future'. According to Marc Einstein from the Counterpoint Research consultancy, the $5.5bn hit is in line with estimates. 'As we have seen in the last few days and weeks, this may largely be a negotiating tactic. I wouldn't be surprised to see some exemptions or changes made to tariff policy in the near future.' For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A user's hands typing a search query into a Google Search box, emphasizing the company's search Inc. (NASDAQ:GOOG) is an American multinational technology conglomerate holding company wholly owning the internet giant Google, amongst other businesses. On April 17, Citi reiterated the stock as 'Buy'. It is sticking with the stock ahead of earnings next week. 'GOOGL is scheduled to report 1Q25 results Thursday, 04/24, AMC that we believe are likely to be in-line / slightly better than ours and consensus expectations. That said, the focus is on N-T trends and visibility given macro concerns stemming from the reciprocal tariffs and our checks suggest a softer ad environment beginning in March.' Overall, GOOGL ranks 3rd on our list of AI stocks surging on news today. While we acknowledge the potential of GOOGL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than GOOGL but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
19-04-2025
- Business
- Yahoo
Anthropic Taps Palantir Technologies (PLTR)'s FedStart to Bring Claude AI to the U.S. Government
We recently published a list of . In this article, we are going to take a look at where Palantir Technologies Inc. (NASDAQ:PLTR) stands against other AI stocks surging on news today. In the latest efforts to stop China from getting ahead in the AI race, the Trump administration is considering penalties that would block China's DeepSeek from buying U.S. technology, reports The New York Times. It has also been reported that the administration is currently debating Americans' access to its services. DeepSeek, a Chinese start-up that shook up Wall Street a few months ago with its cheaper and more efficient AI models, has had the US taking firm steps to tighten controls and scrutinize tech investments. A key focus of US export controls has been Nvidia, whose chips were used to build DeepSeek's AI models. Even though the US had stringent export controls, the AI start-up managed to get hold of thousands of its GPUs, raising concerns about the effectiveness of the said controls. As a result, US officials now aim to prevent the most advanced chips from being sold to China to deter it from having a lead in the AI race. READ NOW: and The U.S. House Select Committee on China said that 'it has sent a formal letter to Nvidia demanding answers about sales to China and Southeast Asia to examine whether and how its chips ended up powering DeepSeek's AI models—despite U.S. export restrictions'. With the government tightening its export rules to China, the AI chipmaker has revealed how it would face a $5.5bn (£4.2bn) hit in costs. The company will now require licences to export its H20 AI chip to China, one of its most popular chips. 'The [government] indicated that the license requirement addresses the risk that the covered products may be used in, or diverted to, a supercomputer in China.' The company also said that federal officials have advised them that the licence requirement 'will be in effect for the indefinite future'. According to Marc Einstein from the Counterpoint Research consultancy, the $5.5bn hit is in line with estimates. 'As we have seen in the last few days and weeks, this may largely be a negotiating tactic. I wouldn't be surprised to see some exemptions or changes made to tariff policy in the near future.' For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A software engineer manipulating a vast network of code on virtual Technologies Inc. (NASDAQ:PLTR) is a leading provider of artificial intelligence systems. On April 17, the company announced that Anthropic will be leveraging Palantir's FedStart offering to make Anthropic's Claude for Enterprise application available to the government sector at FedRAMP High and DoD Impact Level 5 (IL5) security standards. Claude has been designed for organizations requiring secure AI solutions, having the ability to support cross-functional teams in deep work. Palantir's FedStart is a SaaS offering that allows companies to run their products within Palantir's Federal Risk and Authorization Management Program (FedRAMP) and Impact Level (IL) accredited environment. It provides a seamless pathway for companies to achieve compliance and offer their products and services to the government. By using FedStart, Anthropic will be able to offer Claude to millions of federal government employees. Claude's application will be hosted on Google Cloud. 'We built FedStart to accelerate the government's ability to leverage the best, most innovative technologies as they emerge. By enabling the federal workforce to take advantage of Claude while ensuring strict adherence to the compliance and security requirements for processing U.S. government (USG) data, we are excited to help increase productivity and efficacy across government. Anthropic builds some of the world's leading AI applications, and we're thrilled that our FedStart program can support Anthropic's accreditation journey.' Overall, PLTR ranks 10th on our list of AI stocks surging on news today. While we acknowledge the potential of PLTR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than PLTR but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
19-04-2025
- Business
- Yahoo
Taiwan Semiconductor Manufacturing (TSM) Expects AI Revenue to Double in 2025 Despite Tariff Uncertainty
We recently published a list of . In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against other AI stocks surging on news today. In the latest efforts to stop China from getting ahead in the AI race, the Trump administration is considering penalties that would block China's DeepSeek from buying U.S. technology, reports The New York Times. It has also been reported that the administration is currently debating Americans' access to its services. DeepSeek, a Chinese start-up that shook up Wall Street a few months ago with its cheaper and more efficient AI models, has had the US taking firm steps to tighten controls and scrutinize tech investments. A key focus of US export controls has been Nvidia, whose chips were used to build DeepSeek's AI models. Even though the US had stringent export controls, the AI start-up managed to get hold of thousands of its GPUs, raising concerns about the effectiveness of the said controls. As a result, US officials now aim to prevent the most advanced chips from being sold to China to deter it from having a lead in the AI race. READ NOW: and The U.S. House Select Committee on China said that 'it has sent a formal letter to Nvidia demanding answers about sales to China and Southeast Asia to examine whether and how its chips ended up powering DeepSeek's AI models—despite U.S. export restrictions'. With the government tightening its export rules to China, the AI chipmaker has revealed how it would face a $5.5bn (£4.2bn) hit in costs. The company will now require licences to export its H20 AI chip to China, one of its most popular chips. 'The [government] indicated that the license requirement addresses the risk that the covered products may be used in, or diverted to, a supercomputer in China.' The company also said that federal officials have advised them that the licence requirement 'will be in effect for the indefinite future'. According to Marc Einstein from the Counterpoint Research consultancy, the $5.5bn hit is in line with estimates. 'As we have seen in the last few days and weeks, this may largely be a negotiating tactic. I wouldn't be surprised to see some exemptions or changes made to tariff policy in the near future.' For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A close-up of a complex network of integrated circuits used in logic Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures and sells advanced chips used in artificial intelligence applications. On April 17, the company struck a bullish outlook for the year based on robust demand for AI applications. The firm said that it is yet to see any change in customer behavior, despite the looming uncertainty over U.S. tariffs. It expects mid-20% growth this year and a doubling of AI revenue. According to Chief Executive Officer C. C. Wei, demand for high-end chips critical to developing artificial intelligence has remained strong. 'We certainly are mindful of the potential impact from all the recent tariff announcements, especially the impact on end market demand. Having said that, we have not seen any change in our customers' behaviour so far. So we are sticking to our forecasts.' Wei also said that the company is not getting involved in tariff talks. He further noted that TSMC is not engaged in talks with other companies about joint ventures, technology licensing, transfer or any kind of 'sharing'. Overall, TSM ranks 5th on our list of AI stocks surging on news today. While we acknowledge the potential of TSM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than TSM but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
19-04-2025
- Business
- Yahoo
Meta Platforms, Inc. (META): Meta Seen as Most Resilient Ad Platform Amid Tariff Turbulence
We recently published a list of . In this article, we are going to take a look at where Meta Platforms, Inc. (NASDAQ:META) stands against other AI stocks surging on news today. In the latest efforts to stop China from getting ahead in the AI race, the Trump administration is considering penalties that would block China's DeepSeek from buying U.S. technology, reports The New York Times. It has also been reported that the administration is currently debating Americans' access to its services. DeepSeek, a Chinese start-up that shook up Wall Street a few months ago with its cheaper and more efficient AI models, has had the US taking firm steps to tighten controls and scrutinize tech investments. A key focus of US export controls has been Nvidia, whose chips were used to build DeepSeek's AI models. Even though the US had stringent export controls, the AI start-up managed to get hold of thousands of its GPUs, raising concerns about the effectiveness of the said controls. As a result, US officials now aim to prevent the most advanced chips from being sold to China to deter it from having a lead in the AI race. READ NOW: and The U.S. House Select Committee on China said that 'it has sent a formal letter to Nvidia demanding answers about sales to China and Southeast Asia to examine whether and how its chips ended up powering DeepSeek's AI models—despite U.S. export restrictions'. With the government tightening its export rules to China, the AI chipmaker has revealed how it would face a $5.5bn (£4.2bn) hit in costs. The company will now require licences to export its H20 AI chip to China, one of its most popular chips. 'The [government] indicated that the license requirement addresses the risk that the covered products may be used in, or diverted to, a supercomputer in China.' The company also said that federal officials have advised them that the licence requirement 'will be in effect for the indefinite future'. According to Marc Einstein from the Counterpoint Research consultancy, the $5.5bn hit is in line with estimates. 'As we have seen in the last few days and weeks, this may largely be a negotiating tactic. I wouldn't be surprised to see some exemptions or changes made to tariff policy in the near future.' For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). Photo by austin-distel on UnsplashMeta Platforms, Inc. (NASDAQ:META) is a global technology company. On April 17, Morgan Stanley reiterated the stock as 'Overweight.' The firm believes Meta is best positioned amid the tariff uncertainty. 'Bottom line, we favor scale, performance, and audience bidding over keyword bidding, making META likely the most resilient.' Overall, META ranks 2nd on our list of AI stocks surging on news today. While we acknowledge the potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than META but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
18-04-2025
- Business
- Yahoo
QUALCOMM (QCOM) Poised for a ‘Beat and Raise' Amid AI Tailwinds and Chinese Handset Demand
We recently published a list of . In this article, we are going to take a look at where QUALCOMM Incorporated (NASDAQ:QCOM) stands against other AI stocks surging on news today. In the latest efforts to stop China from getting ahead in the AI race, the Trump administration is considering penalties that would block China's DeepSeek from buying U.S. technology, reports The New York Times. It has also been reported that the administration is currently debating Americans' access to its services. DeepSeek, a Chinese start-up that shook up Wall Street a few months ago with its cheaper and more efficient AI models, has had the US taking firm steps to tighten controls and scrutinize tech investments. A key focus of US export controls has been Nvidia, whose chips were used to build DeepSeek's AI models. Even though the US had stringent export controls, the AI start-up managed to get hold of thousands of its GPUs, raising concerns about the effectiveness of the said controls. As a result, US officials now aim to prevent the most advanced chips from being sold to China to deter it from having a lead in the AI race. READ NOW: and The U.S. House Select Committee on China said that 'it has sent a formal letter to Nvidia demanding answers about sales to China and Southeast Asia to examine whether and how its chips ended up powering DeepSeek's AI models—despite U.S. export restrictions'. With the government tightening its export rules to China, the AI chipmaker has revealed how it would face a $5.5bn (£4.2bn) hit in costs. The company will now require licences to export its H20 AI chip to China, one of its most popular chips. 'The [government] indicated that the license requirement addresses the risk that the covered products may be used in, or diverted to, a supercomputer in China.' The company also said that federal officials have advised them that the licence requirement 'will be in effect for the indefinite future'. According to Marc Einstein from the Counterpoint Research consultancy, the $5.5bn hit is in line with estimates. 'As we have seen in the last few days and weeks, this may largely be a negotiating tactic. I wouldn't be surprised to see some exemptions or changes made to tariff policy in the near future.' For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A technician testing the latest 5G device, demonstrating the company's commitment to Incorporated (NASDAQ:QCOM) develops wireless technologies, supplies chips for mobile, automotive, and IoT, licenses patents, and invests in emerging tech. On April 17, Citi opened a positive catalyst watch on Qualcomm, stating that it expects a 'beat and raise' during earnings and that the low sentiment provides a 'reasonable valuation' on Qualcomm shares. It also quotes better-than-expected handset demand, particularly from China. Overall, QCOM ranks 9th on our list of AI stocks surging on news today. While we acknowledge the potential of QCOM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than QCOM but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
