Tesla's stock pulled back, but potential for cheaper EVs and the Terraab project offer long-term upside.
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FAANG Stock RALLY!!! 🚀
Meta's stock is rallying as the company releases its first large language model, MetaMuse Spark, after significant investment. While the model is receiving good reviews and the app saw increased downloads, the company's ability to monetize this investment through its traditional ad business will be key, especially with increased compute costs. The stock is also navigating lawsuits related to its platforms.
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Microsoft benefits from cloud and AI, but is seen as slower to keep pace with competitors.
Google (Alphabet) had a solid week with strong performance, benefiting from surging demand for AI models from companies like Anthropic.
Intel is a strong performer with significant year-to-date and past-year gains, driven by rumors of expansion into AI chip packaging services.
Broadcom is mentioned as a competitor being boxed out by Nvidia's supply chain strategy.
AMD is mentioned as a competitor being boxed out by Nvidia's supply chain strategy.
Netflix is leading the charge for other stocks, having crossed a critical technical and psychological level.
Amazon saw a strong 13% rally on little news, with positive technicals and a move to reduce USPS reliance.
Apple's foldable iPhone is likely coming soon, but lead times for Mac Minis and Studios are extended.
Nvidia is mentioned as a critical partner for Coreweave, which is training AI models on their new architecture.
Meta's stock is a buy as its new AI model and app performance show promise, despite monetization challenges.
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