{ }
UBS indicates that the AI rally is not yet over, projecting further significant gains for big tech companies by 2025. The number of partners involved in this ecosystem has reached 728, highlighting the extensive collaboration in the tech industry. Microsoft and its third-party vendors utilize cookies to enhance service delivery and ad personalization, allowing users to manage their preferences.
UBS forecasts significant growth in AI investments, projecting capital expenditures from the Big 4—Alphabet, Microsoft, Amazon, and Meta—to rise from $224 billion in 2024 to $280 billion in 2025. As AI regulations are expected to increase in the US, China, and Europe, market participants should prepare for heightened volatility and evolving demand dynamics in the sector. Despite a maturing AI rally, investors are advised to adopt nimble strategies to navigate potential uncertainties and capitalize on quality AI stocks.
Markets are closely monitoring China's potential response to trade tariffs, as highlighted by UBS's Lee. Microsoft collaborates with 728 third-party vendors, utilizing cookies to enhance service delivery and ad personalization. Users can manage their preferences regarding data usage and consent.
In 2024, AI stocks surged, driven by technological advances and strong earnings growth, with Applovin's market cap skyrocketing from $13 billion to over $110 billion. Analysts predict continued performance in 2025, despite potential volatility and regulatory challenges, emphasizing the importance of fundamentals for long-term investors.
Donald Trump has appointed Bo Hines as the executive director of the newly formed Presidential Council of Advisers for Digital Assets, known as the "Crypto Council." Hines, a former Republican House candidate, will collaborate with David Sacks to promote innovation in the crypto industry and establish a supportive regulatory environment. This initiative aims to position the U.S. as a leader in technological advancement, addressing regulatory challenges and fostering growth in digital assets and AI.
President-elect Donald Trump has appointed Bo Hines as the executive director of the newly formed Presidential Council of Advisers for Digital Assets, also known as the "Crypto Council." This initiative aims to foster innovation in the cryptocurrency sector and ensure America maintains its technological edge.Hines, alongside David Sacks, the designated "Crypto Czar," will work to create a supportive environment for business leaders in the digital assets industry. The council's establishment comes amid significant market fluctuations, with a focus on developing a comprehensive framework for cryptocurrencies to enhance stability and integration into the broader economy.
UBS has raised its price target for Microsoft from $500 to $525 while maintaining a buy recommendation. The firm acknowledges mixed market sentiment and concerns over Azure's growth and high capital expenditures, but remains confident in Microsoft's AI capabilities and workload management expertise.
Raiffeisen's e-banking system experienced a significant outage for over an hour due to a simulated cyber attack intended to identify vulnerabilities. The incident, which left customers unable to log in, has prompted an internal investigation at the Board of Directors level, raising concerns about the bank's IT management and future leadership under CEO Heinz Huber.
Australia's government is set to develop a National AI Capability Plan aimed at enhancing the country's artificial intelligence industry by upskilling the workforce, attracting investment, and fostering innovation. Minister Ed Husic emphasized the need to strengthen the AI ecosystem and secure supply chains, while the review will assess current support mechanisms and promote AI literacy. However, industry leaders like Simon Bush argue that the proposed timeline until late 2025 is too slow for a rapidly evolving sector, advocating for a quicker review process.
Elon Musk criticized the outdated state of the US government's computer systems, particularly the IRS, claiming they often fail to verify tax payments and cannot pass basic audits. He attributed these issues to a vast bureaucracy lacking accountability, suggesting that blockchain technology could enhance transparency and efficiency in government transactions.

Machinary offers a groundbreaking, modular, and customizable solution that provides advanced financial news and statistical analysis. Our platform goes beyond traditional quantitative analysis, offering users a comprehensive understanding of real-time market dynamics, event detection, and risk analysis.

Address

Newsletter

© 2025 by Machinary.com - Version: 1.0.0.0. All rights reserved

Layout

Color mode

Theme mode

Layout settings

Seems like the connection with the server has been lost. It can be due to poor or broken network. Please hang on while we're trying to reconnect...
Oh snap! Failed to reconnect with the server. This is typically caused by a longer network outage, or if the server has been taken down. You can try to reconnect, but if that does not work, you need to reload the page.
Oh man! The server rejected the attempt to reconnect. The only option now is to reload the page, but be prepared that it won't work, since this is typically caused by a failure on the server.