Nova Shares Rally on New Clinical Trial Success

Big Tech earnings are coming next week. Microsoft (MSFT), Meta (META), and Tesla (TSLA) all report on Wednesday, while Apple (AAPL) reports on Thursday. Wedbush Securities managing director and global head of technology research Dan Ives joins Morning Brief with Seana Smith and Brad Smith to discuss what to watch during Big Tech earnings. Ives tells investors to "get the popcorn out" for Big Tech earnings, noting that Mark Zuckerberg's announcement that Meta plans to spend up to $65 billion on artificial intelligence (AI) capital expenditures (CapEx) is "the start of this massive build-out of AI CapEx that I think the Street's massively underestimating." Ives says Big Tech's massive AI spending depends on the use case for each company. "Ultimately, when you look at Meta, the AI capabilities on advertising, on subscriber growth, and ultimately, building out businesses that don't even exist today because it's all about monetizing that install base ... it's no different than the way that the hyperscalers have done it with Microsoft, Amazon, Google." the analyst explains. Ives adds, "Now it's going to start playing out on the consumer side ... Zuckerberg and Meta, they're one step ahead here in terms of where this is all heading." 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.

JP Morgan analyst Samik Chatterjee maintained an Overweight rating on Qualcomm Inc (NASDAQ:QCOM). Samsung Electronics recently launched its latest flagship smartphone, the S25, which features Snapdragon chipsets across all variants. This marks a share gain for Qualcomm compared to the prior generation flagship S24, where the Base and Plus models outside North America and China used Samsung’s in-house Exynos chipset. Also Read: Microsoft Launches CoreAI Division: Ex-Meta Exec To Supercharge Copil

We recently compiled a list of the Top 10 Medical AI Stocks on Wall Street’s Radar. In this article, we are going to take a look at where Tempus AI, Inc (NASDAQ:TEM) stands against the other medical AI stocks. Investments in the global healthcare industry have ramped up sharply since the COVID-19 pandemic. With the advent […]

Qualcomm (QCOM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

IBM (IBM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Occidental (OXY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Tracey Ryniec, Zacks Senior Stock Strategist, answers your questions about your favorite stocks that were left in the YouTube comments.

Amazon's reported move marks a pivotal moment for the tech giant as it looks beyond its traditional focus on original content for generating revenue. Amazon CEO Andy Jassy aims to make Prime Video profitable by the end of 2025, and this shift is part of the strategy to achieve that goal, according to the report, citing two sources familiar with the company’s plans. Amazon has invested heavily in sports content, spending about $3 billion annually for broadcasting rights to major leagues such as the NBA and NFL, the report said.

Meta will invest $60-65 billion in capital expenditures in 2025.