Euronext - Delayed Quote • EUR (OJ82V.NX) Follow Compare 1.3450 -0.1400 (-9.43%) As of December 20 at 6:30:00 PM GMT+1. Market Open. Related News American Airlines CEO ‘absolutely heartbroken’ after DC crash involving 64 passengers and crew, no survivors expected American Airlines CEO Robert Isom on Thursday morning expressed his condolences to the family and loved ones of those aboard a flight that collided with a military helicopter Wednesday night. Tesla stock rises after company pledges return to growth after Q4 results disappoint Tesla's fourth quarter earnings disappointed, but the company's commitment to returning to growth in 2025 saw shares rise in extended trading on Wednesday. Snowflake CEO: DeepSeek is the real deal, and other OpenAI rivals are coming As DeepSeek continues to capture AI whimsy and attention, what it means for investors and the markets is key. Snowflake's CEO Sridhar Ramaswamy shared a few tidbits on the Opening Bid podcast. SoftBank in talks to invest as much as $25B in OpenAI, report says SoftBank is in talks to invest up to $25 billion in OpenAI as part of a broader partnership that could see the Japanese conglomerate spend more than $40 billion on AI initiatives with the Microsoft-backed startup, according to the Financial Times. The potential investment would make SoftBank OpenAI's largest single backer, the report said, surpassing Microsoft, which first invested in the ChatGPT maker in 2019. The deal comes after both companies announced last week they would jointly invest $10 Apple earnings, Q4 GDP data, home sales: What to Watch Asking for a Trend hosts Josh Lipton and Julie Hyman outline key market events for Thursday, January 30. Wall Street will see reports from a slew of tech and financial companies, as Apple (AAPL), Visa (V), Mastercard (MA), Shell (SHEL), Caterpillar (CAT), and Comcast (CMCSA) are all scheduled to release their quarterly earnings results tomorrow. On the economic front, fourth quarter GDP (gross domestic product) figures for 2024 will be released, with economists expecting economic growth to slow to 2.7%. Additionally, new pending home sales data will offer fresh insights into the housing market's health amid shifting interest rate dynamics. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Angel Smith How Microsoft's AI businesses is driving broader revenue Microsoft (MSFT) reported fiscal second quarter earnings with revenue for its cloud business falling short of expectations, posting $40.9 billion versus Wall Street's anticipated $41.1 billion. Overall revenue, on the other hand, beat Bloomberg consensus by posting $69.6 billion, ahead of estimates for $68.92 billion. "I think this was overall a pretty in-line quarter," RBC Capital Markets Software Equity Analyst Rishi Jaluria tells Julie Hyman and Josh Lipton on Asking for a Trend. While acknowledging the somewhat "soft" performance in Microsoft's Azure cloud computing business, Jaluria highlights the company's "really strong" commercial and OpenAI bookings. He particularly notes Microsoft's impressive $13 billion in AI's annual revenue run rate (RRR) for the quarter. "We're in such early stages when it comes to AI," he states, explaining how Microsoft continues to generate AI revenue indirectly. "Microsoft's leadership position in AI absolutely influences other businesses in their portfolio. We've talked about this AI halo effect. As companies come to Microsoft because of their AI, they'll come for other parts of the portfolio as well," enabling broader participation across their various business segments. Watch the full video above for additional insights into Rishi Jaluria's outlook on Microsoft and projections for the company's search business performance. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Angel Smith 'AI is the entire story' for Microsoft: Analyst explains why. Microsoft's (MSFT) fiscal second quarter revenue results beat expectations, but its stock took a slight dip as the company's cloud revenue growth fell short. Angelo Zino, CFRA Research senior equity analyst, joins Market Domination Overtime to discuss the results. Zino points out that the growth of Microsoft's Azure, while still relatively solid, shows signs of deceleration, with second quarter cloud revenue reported at $40.9 billion, missing estimates of $41.1 billion. He notes this may account for the stock dip, as the market's focus is primarily on the company's artificial intelligence (AI) growth. "AI is kind of the entire story at this point in time for Microsoft," Zino says. "All eyes are going to kind of be hinging on what [Microsoft CEO] Satya [Nadella] has to say ... on the CapEx direction." Zino also discusses concerns about how the rise of cheaper AI models, like those from DeepSeek, could impact Microsoft’s pricing strategy. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Josh Lynch Tesla earnings miss is 'more or less as we expected' Tesla (TSLA) stock is in focus after the electric vehicle (EV) pioneer's fourth quarter results missed on the top and bottom lines. Adjusted earnings per share (EPS) was $0.73, compared to the $0.75 Wall Street was looking for, while revenue sat at $25.71 billion, less than the $27.21 billion expected. OTH MKM senior research analyst Craig Irwin joins Market Domination Overtime with Julie Hyman and Josh Lipton to share his instant reaction to the results. "This is all about adjusted gross margins," Irwin says, adding, "Recall last quarter we said that, 'Hey, you know, there was a big drop in battery prices during the September quarter that boosted the margins by a couple hundred basis points.' The CFO was very clear on the last call. It was not going to repeat. So this is more or less as we expected." The analyst, who has a Buy rating on Tesla stock with a $380 price target, highlights, "This should be the last quarter of a negative delta like this. They're looking at share gains. They're looking at significant progress in their most exciting businesses, and they got a nice refresher on the why right here. So, we would actually look at this as a buying opportunity." Amid concerns about the impact of US President Donald Trump's policies making it harder for EV makers, Irwin says the EV credits that Tesla benefits from are largely "state-driven," adding that there are global credits in other regions. Tesla stock has surged since Trump's reelection, given Tesla CEO Elon Musk's proximity to the president. Irwin credits the stock's recent climb to "intense enthusiasm for the cyber taxi/robotaxi business and similar enthusiasm for both Optimus [Tesla's humanoid robot] and AI," rather than Musk's role in government. Watch the video above to hear more about the analyst's thoughts on Tesla following its earnings release. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Naomi Buchanan. Google and ServiceNow announce new partnership focused on enterprise AI growth Google and ServiceNow are expanding their AI partnership. 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 3 tips from a BlackRock strategist to mitigate current risks As the market weighs how to navigate the uncertainty of unknown economic impacts of the Trump administration's tariff and immigration policies, BlackRock Americas chief investment and portfolio strategist Gargi Chaudhuri joins Morning Brief with Seana Smith and Brad Smith to share three tips she's been telling clients. "Over the last three weeks or so, even before the sell-off on Monday, clients have been asking us around how they should be thinking about hedges, as well as diversifiers away from the large-cap tech names," Chaudhuri says. "Number one: continuing to focus on the expansion of other areas of earnings growth," she explains. "Whether that means remaining very active and nimble with dynamic factor rotation strategies or whether that means moving toward areas of large-cap value, that's one of the things that investors can do." Secondly, she says, "One of the ways in which investors can especially hedge their portfolios in a rising inflation environment and a rising geopolitical risk environment is [to] perhaps think about inflation-linked bonds, especially in the front end of the curve, as well as ... considering an allocation to gold (GC=F) as well as bitcoin (BTC-USD)," Chaudhuri says. Lastly, the strategist says that "especially when tariff risks are concerned," investors should be "focusing on companies, especially tech companies that have some energy — some tech independence associated with them." Watch the video above to learn more about Chaudhuri's recommendations for gold and crypto allocations in your portfolio. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Naomi Buchanan. DeepSeek's AI shakeup: Why Big Tech won’t cut spending Following a market shake-up caused by Chinese startup DeepSeek's artificial intelligence (AI) model, all eyes are on Big Tech's next moves, especially as Microsoft (MSFT), Meta (META), Tesla (TSLA), and IBM (IBM) are set to release earnings Wednesday afternoon. Yahoo Finance Technology Editor Dan Howley sits down in-studio with Catalysts host Seana Smith to explain that, while DeepSeek's AI platforms may increase efficiency, Big Tech companies like Meta and Microsoft are unlikely to scale back on their investments. This is partly because these companies need massive computing power to support growing AI demand. Additionally, discussions around regulatory impacts and profitability from these tech giants' AI investments are explored. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Josh Lynch S&P 500 Index Funds Yield Just 1.2%. Here Are 3 Better Ways to Generate Passive Income From Stocks. Many of these companies have low yields or don't pay dividends at all, bringing down the passive-income opportunity of investing in an S&P 500 index fund or exchange-traded fund (ETF). The yield of the S&P 500 is around its lowest level in 25 years, with well-known index funds like the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the SPDR S&P 500 ETF yielding just 1.2%. Here are three ways to generate more dividend income from stocks than passively investing in the S&P 500. Meta Earnings Beat Amid AI Push. Wall Street: 'Meta Has Earned The Right To Invest.' Wall Street continues to cheer higher investments in artificial intelligence as a long-term growth driver for Meta stock amid Q4 earnings. Jamie Dimon Calls Elon Musk 'Our Einstein' After Years Of Feuds: 'We've Hugged It Out' And Settled Differences At Tech Summit Jamie Dimon, CEO of JPMorgan Chase, and Elon Musk, CEO of Tesla and SpaceX, have reportedly reconciled after years of public feuds and legal disputes. In an interview with CNBC's Squawk Box aired Wednesday, Dimon said the two had "hugged it out" following a long discussion earlier this year. "He came to one of our conferences, he and I had a nice long chat and we've settled some of our differences," Dimon said. Musk attended JPMorgan's tech summit in March, where the two reportedly spoke for an Joby vs. Archer Aviation: Which Is the Better Buy in 2025? Joby and Archer are powering the eVTOL movement, but I see one stock as the clear-cut winner. Tesla Buoys Investors With Growth Pledge, Robotaxi Optimism (Bloomberg) -- Tesla Inc. shares jumped after the carmaker fleshed out plans to launch a robotaxi business and predicted that its declining sales and earnings will bounce back.Most Read from BloombergManhattan’s Morning Commute Time Drops With New Congestion TollTrump's Federal Funding Pause Threatens State Financials Housing Aid Uncertain After Trump’s Spending Freeze MemoUS Students’ Reading Scores Drop to Worst in More Than 20 YearsTexas HOA Charged With Discrimination for Banning Section 8 R Institutional investors may overlook American Airlines Group Inc.'s (NASDAQ:AAL) recent US$866m market cap drop as long-term gains remain positive Key Insights Institutions' substantial holdings in American Airlines Group implies that they have significant influence... Caterpillar Shares Fall Most in 3 Months on Lower Sales Outlook (Bloomberg) -- Caterpillar Inc. shares fell the most in three months after the heavy equipment maker warned that revenues will be “slightly lower” in 2025 with demand concerns weighing on its outlook.Most Read from BloombergManhattan’s Morning Commute Time Drops With New Congestion TollTrump's Federal Funding Pause Threatens State Financials Housing Aid Uncertain After Trump’s Spending Freeze MemoUS Students’ Reading Scores Drop to Worst in More Than 20 YearsTexas HOA Charged With Discrimination Blackstone President Jon Gray Calls the Bottom After Office-Market Rout (Bloomberg) -- Blackstone Inc., the world’s largest commercial property owner, said the worst is over for the global office market after a prolonged slump fueled by the pandemic.Most Read from BloombergManhattan’s Morning Commute Time Drops With New Congestion TollTrump's Federal Funding Pause Threatens State Financials Housing Aid Uncertain After Trump’s Spending Freeze MemoUS Students’ Reading Scores Drop to Worst in More Than 20 YearsTexas HOA Charged With Discrimination for Banning Section 8