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Big Tech's AI capex will be just as important as earnings results

Equity markets (^DJI, ^IXIC, ^GSPC) are focused in on the Big Tech earnings due out later today and the Federal Reserve's upcoming interest rate decision this afternoon. Microsoft (MSFT), Meta Platforms (META), Tesla (TSLA), and IBM (IBM) will release their fourth quarter results after the market close. Stuart Kaiser, head of US equity trading strategy at Citi, sits down in-studio on Catalysts to emphasize that the earnings results still matter, but explains the CEO commentary to come in earnings calls will be just as crucial "Most of the hyperscalers kind of already recently updated their guidance on CapEx spend. So, a lot of this may be actually what gets said in the press conference, and what is the CEO's kind of body language," Kaiser says. "How committed are they to that CapEx spend? How vital do they think that spending [is], and particularly, the really, really high-end Nvidia (NVDA) chips are to their development?" While generally positive on large-cap growth, Kaiser remains cautious due to the lack of clarity and information on DeepSeek's new AI model and its efficiency. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Josh Lynch

Yahoo Finance Video 2 hours ago

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DeepSeek could put 'cold water' on utilities sector growth

Tech stocks began rebounding on Tuesday from a sell-off on Monday, fueled by the emergence of Chinese start-up DeepSeek's artificial intelligence (AI) model. The model raised questions about US companies' ability to compete, sending AI plays lower, including the utilities sector (XLU), which has thus far struggled to recover since the sell-off. Mizuho Americas managing director and senior analyst covering utilities Anthony Crowdell joins Market Domination with Julie Hyman and Josh Lipton to discuss his current read of the utilities sector. Before the sell-off, the utilities sector was gaining at an unprecedented level from increased demand due to AI tech's power-intensive needs. "When utilities typically do well, we do well because of fear and people looking for a safe haven," Crowdell explains. "This is a new [theme] for all of us in utility land, where we're excited about load growth, we're excited about the data center story, excited about earnings growth." The analyst explains that high valuations are part of the current problem with the utilities sector. "Maybe we were a little over our skis, especially on some of the [independent power producers] IPP valuations." He adds, "This is what happens when tourists invade a value space, and they just push these stocks up to huge valuations." Crowdell adds, "[The DeepSeek story] could put some cold water on the data center buildout, and it's clearly going to impact utilities' growth plans." To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan.

Yahoo Finance Video 5 hours ago

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Trump Tariffs: The Potential ETF Winners and Losers

The first round of levies, set to begin Feb. 1, targets Mexican and Canadian goods.

etf.com 20 hours ago

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Why China's DeepSeek cast 'uncertainty' on utility stocks

Utility stocks (XLU) are rebounding Tuesday morning following yesterday's market downturn triggered by Chinese artificial intelligence (AI) startup DeepSeek. Jefferies managing director of US power, utilities, and clean energy research Paul Zimbardo joins Morning Brief to analyze the sector's outlook. Zimbardo cautions that energy names aren't out of the woods yet, describing the DeepSeek situation as "the first wrinkle" in the yearlong AI trade. He explains that investors' previous bullish stance on utilities stemmed from expectations that AI's power demands would drive "significantly higher power contracts." "Hopefully we can ... resume some of that upward trend, but this really does kind of cast some uncertainty into that thesis," he notes. For investors seeking opportunities in the sector, Zimbardo recommends two picks: PPL Corporation (PPL) for traditional utility exposure and Talen Energy Corporation (TLN) in the power company category. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Angel Smith

Yahoo Finance Video yesterday

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Could DeepSeek's AI gains be good news for all AI players?

After China's DeepSeek released a new artificial intelligence (AI) model, investors weigh whether US tech companies can keep up, sending AI-related stocks like Nvidia (NVDA), Broadcom (AVGO), and Taiwan Semiconductor Manufacturing Company (TSM) tumbling. Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead joins Julie Hyman and Josh Lipton on Market Domination. He shares his view that while DeepSeek has made an important advancement in inference, the market may be too worried about what it means for US AI companies. "I don't think this is some Chinese psyop," Moorhead explains. "I spent my weekend reading white papers and going through the details, and while I am not a data scientist, I do believe that what's clear to me is they used different techniques than the other model makers are doing, where they were able to parse or train maybe 5% of the data. That's like a 95% reduction." He adds, "When you actually run one of these applications called inference, they did that with an exceptional amount of optimization." Despite finding DeepSeek's model impressive, Moorhead thinks the market response is "a gigantic overreaction." "I think the market overall should be going crazy because [this is the] uplift of what we were looking for [from AI]," he says, adding that the investors' focus should be on the progress in inference. Watch the video above to learn more about Moorhead's read on the impact of DeepSeek's new model on Nvidia and other AI players. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan.

Yahoo Finance Video yesterday

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Pacer ETFs Announces Dividend Increase for Pacer American Energy Independence ETF (USAI)

MALVERN, Pa., January 27, 2025--Pacer ETFs Announces Dividend Increase for Pacer American Energy Independence ETF (USAI)

Business Wire 2 days ago

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The Best Tech ETF to Buy With $2,000 Right Now

The most popular is generally considered to be the Invesco QQQ ETF (NASDAQ: QQQ). What is the VanEck Semiconductor ETF? The VanEck Semiconductor ETF is the largest semiconductor ETF in the U.S., with $23 billion in assets under management.

Motley Fool 3 days ago

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Leuthold Group the Latest to Convert Mutual Fund to ETF

The conversion marks the Minneapolis-based research/investment firm's second step into the ETF marketplace.

etf.com 7 days ago

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A U.S. Hedge-Fund Star Wants to Rescue British Investors. They Should Thank Him and Leave.

Boaz Weinstein, founder of Saba Capital Management, has a passion for arbitrage investing in closed-end funds. As he turns to similar vehicles in the U.K., investors should ask if it’s worth sticking around.

The Wall Street Journal 12 days ago

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Edison International upgraded amid California wildfires. Here's why.

Utility provider Edison International (EIX) has been upgraded to Neutral from Sell by the team at Ladenburg Thalmann. Edison International's shares underwent a notable sell-off amid escalations in the wildfires that blazed through Southern California. Edison's subsidiary Southern California Edison (SCE) is reportedly under investigation by California fire authorities searching for potential link to the Los Angeles wildfires. Market Domination's Julie Hyman and Josh Lipton review the analyst commentary as EIX's stock gets a nearly 5% lift ahead of the closing bell. Follow along Yahoo Finance's recent coverage of the Southern California forest fires and its impact on various industries: California Edison parent's stock falls amid investigation, lawsuit over alleged role in LA wildfiresHow the LA wildfires may hit Big Bank earnings in 2025Utility, insurance stocks falling as California wildfires blazeWildfire recovery must address insurance: Rep. Mike Flood SouthernCalifornia fires spark insurance crisis, projected losses of $150BInsurance stocks tumble as LA blazes 'among the most costly wildfires' in California historyCalifornia homeowners insurance market tested as fires rageThe risk landscape for insurance in 2025: AXIS CEO talks coverageKey insurance advice amid Southern California wildfires To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 13 days ago

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AI data center power demand to grow 160% by 2030 globally: Analyst

President Biden has signed an executive order allowing federal lands to be used for data center buildouts and supporting clean energy facilities. Brian Singer, Goldman Sachs Global Investment Research Global Head of GS Sustain, joins Catalysts to discuss the growing energy demand to power these artificial intelligence data centers. Singer projects AI data center power demand will grow 160% globally by 2030 compared to 2023 levels. "This is a significant expansion in the United States," he says, adding that "that's why we think this all-in approach that governments and corporates and hyperscalers and utilities are taking to try and ensure reliability... is going to be a significant investment theme going forward." According to Singer, the combination of data centers and increased power demands from non-AI sources, industrialization, reshoring, and electrification "is what's going to take power demand in the United States to levels that we haven't seen since the 1990s." Watch the full video above for insights on how the Trump administration's policies could impact this sector. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith

Yahoo Finance Video 15 days ago

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Edison International stock falls 10% amid California wildfires

Wildfires continue to blaze across Los Angeles, leaving nearly 400,000 residents without electricity and forcing over 70,000 to leave the area under a mandatory evacuation order. Market Domination host Julie Hyman monitors the negative stock moves in Edison International (EIX), a major utility provider in southern California. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Angel Smith

Yahoo Finance Video 20 days ago

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2025 is a 'big year for nuclear': Why Vistra and Talen are top picks

Constellation Energy (CEG) is in focus after the company secured a $1 billion government contract to supply power to numerous governement agencies. The record-setting deal comes as Big Tech companies turn to nuclear energy to power artificial intelligence (AI) data centers. Jefferies managing director of US power, utilities, and clean energy research Paul Zimbardo joins Catalysts with Seana Smith and Madison Mills to discuss his outlook for the nuclear energy space in 2025. "I think 2025 is going to be a big year for nuclear, both [for] existing nuclear as well as new nuclear," Zimbardo says, explaining, "And it comes back to a topic that we've been following closely. It's just the power demand from data centers, and AI is accelerating." The analyst says related stocks still have room to run, with Vistra (VST) and Talen Energy (TLN) as his top picks. While there may be some concerns among investors that President-elect Donald Trump's policies could be negative for nuclear energy, Zimbardo notes the nuclear shift comes from the necessity for more power for AI data centers. "There's no real options besides the existing nuclear plant. If you want to add your data centers in the next five to seven years." Zimbardo expects hyperscalers like Microsoft (MSFT), Alphabet (GOOG, GOOGL), Amazon (AMZN), and Meta Platforms (META) to continue to acquire nuclear power as well as "all of the players in large size as well." Catch Yahoo Finance's full interview with Goldman Sachs' Carly Davenport on the role regulated utilities will have in building out the energy infrastructure for AI data centers. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Naomi Buchanan.

Yahoo Finance Video 23 days ago

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Nvidia, chip stocks gaining on Foxconn's record Q4 revenue

Nvidia (NVDA), Micron (MU), Super Micro Computer (SMCI), and Taiwan Semiconductor Manufacturer (TSM) after Foxconn Technology Group (2317.TW) — which trades as Hon Hai Technology Group in China and Taiwan — reported faster-than-expected sales growth boosted by artificial intelligence (AI) hardware demand. Semiconductor stocks are in focus ahead of Nvidia CEO Jensen Huang's keynote at the 2025 Consumer Electronics Show (CES). Bank of America analysts highlight that Advanced Micro Devices (AMD) and Marvell Technology (MRVL) executives will also deliver remarks. Julie Hyman and Josh Lipton outline what investors need to know. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan.

Yahoo Finance Video 23 days ago

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Commodity ETF (USCI) Hits New 52-Week High

This Commodity ETF hits a new 52-week high. Are more gains in store for this ETF?

Zacks 23 days ago

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Regulated utilities positioned to drive AI infrastructure expansion

Vistra (VST) and Constellation Energy (CEG) saw massive gains in 2024 as the next phase of the so-called AI Revolution looks to build out the infrastructure for data centers, starting with an energy grid capable of supplying and powering them. "As we think about this theme, there's so much investment that's going to be needed to prepare a system that hasn't seen power demand growth in over a decade, to be able to actually connect all of these facilities to the grid," Carly Davenport, Goldman Sachs Vice President in Global Investment Research covering US utilities (XLU), tells Madison Mills on Catalysts. "So we think the regulated utilities are very well positioned to do that, and we think it's going to drive an expansion in their capital investment." Davenport also speaks about investment opportunities seen in NextEra Energy (NEE) and the potential for nuclear energy to power the AI infrastructure set up by President Biden's Inflation Reduction Act (IRA). To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 25 days ago

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Chinese stocks gain on President Xi's comments on a strong economy

China-based stocks, like Alibaba (BABA), Baidu (BIDU), JD.com (JD), XPeng (XPEV), and GDS Holdings (GDS), are gaining after comments from President Xi Jinping saying the economy is "on an upward trajectory" in his annual New Year's address, reassuring markets about the health of the Chinese economy. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan.

Yahoo Finance Video 28 days ago

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1 Unstoppable Semiconductor ETF to Buy for the 2025 Artificial Intelligence (AI) Spending Boom

Artificial intelligence (AI) could be the most transformational technology in a generation. The technology will only improve over time, but development isn't cheap because it requires enormous data centers filled with specialized chips from suppliers like Nvidia. Morgan Stanley predicts that Microsoft, Amazon, Alphabet, and Meta Platforms alone will spend a combined $300 billion on AI data center infrastructure and chips during 2025.

Motley Fool last month

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Communications: Spotify, Netflix lead sector gains in 2024

The communication services (XLC) sector has surged by over 35% in 2024, propelled by aggressive cost-cutting initiatives and corporate restructuring. Yahoo Finance Special Reporter Akiko Fujita examines the key drivers behind this strong performance, with a special focus on standout performers like Spotify (SPOT), Netflix (NFLX), Meta (META), and Alphabet (GOOG, GOOGL). To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Angel Smith

Yahoo Finance Video last month

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The AI stock trade is starting to shift beyond the 'Magnificent 7'

Strategists expect the artificial intelligence trade will mature in 2025 to benefit companies beyond those buying and creating new AI chips.

Yahoo Finance last month

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