Tesla’s fourth-quarter adjusted earnings miss analysts’ estimates but the stock rises on optimism over the electric-vehicle maker’s growth projections, Microsoft’s Azure growth misses estimates, and Meta’s fourth-quarter profit handily tops forecasts.

Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called the sell-off a "golden" opportunity to buy the dip.

Nvidia stock trades lower, ASML rises after fourth-quarter bookings top analysts’ forecasts, and Wall Street awaits quarterly earnings Wednesday from Tesla, Microsoft, and Meta Platforms.

IBM projected constant currency revenue to grow 5% in the full year, above estimates for 4.81% growth. Meanwhile, the company forecasted free cash flow of $13.5 billion for the full year, above the $12.92 billion Wall Street had expected. IBM also said its generative AI book business now stands at more than $5 billion.

The Tesla Optimus—an increasingly important part of the bull thesis—has little chance of long-term success. See why I reiterate that investors should avoid TSLA.

Tesla shares have advanced 50% in the last three months on expectations the company will benefit from the ties between CEO Elon Musk and President Donald Trump, especially where a

Nvidia's stock was getting crushed again on Wednesday after recovering some of Monday's 17% rout in the previous session, as investors continued to digest the impact of DeepSeek's surprise AI advancement on the U.

Tesla investors will look for more details on the automaker's lower-priced model when it reports quarterly results on Wednesday.

If anything, potentially less demand for Nvidia’s AI training chips could actually benefit the EV manufacturer.