Tag: analysts
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SoftBank’s AI funding plans to face reckoning at earnings
TOKYO, Aug 4 : Technology investor SoftBank Group reports first-quarter earnings on Thursday, with analysts focused on how it will fund its ongoing investment in OpenAI and the impact of rising leverage on its balance sheet.SoftBank has become one of the biggest backers of OpenAI and its ability to keep fu
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Tesla cash burn to test investor faith in AI bets
July 21 : Tesla is expected to report its first quarterly cash burn in over two years on Wednesday, as its spending on AI and robotics soars, intensifying investor scrutiny over when those bets will pay off.CEO Elon Musk has pivoted the electric-vehicle maker’s focus from manufacturing cars to building so-cal
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SpaceX’s near-term AI payoff seen tethered to Earth, not outer space
July 10 : Elon Musk may have pitched a future where space powers AI, but Wall Street analysts say SpaceX’s near-term value remains firmly tethered to Earth, where it is building out the infrastructure underpinning the AI boom.Infrastructure providers, particularly data centers, are poised to be among the bigg
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Samsung likely to post 18-fold jump in profit on surging AI demand for memory
SEOUL, July 6 : Samsung Electronics is likely to estimate that its operating profit jumped about 18-fold to another record high from a year earlier in the second quarter, as AI growth continues to strain memory supply and push chip prices higher. On Tuesday, the world’s largest memory chipmaker by sales is
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