The post 10 Top Stock Picks from HSBC Analyst Ahead of Q2 Earnings: Microsoft (MSFT), Meta (META), Amazon (AMZN) and More appeared on BitcoinEthereumNews.com.
Key Takeaways Nicole Inui from HSBC has identified ten Buy-rated equities to monitor as second-quarter reporting season launches next week Selected companies represent technology, banking, consumer goods, and industrial manufacturing sectors Azure AI at Microsoft is experiencing 40% annual revenue expansion, with momentum expected to continue Meta’s advertising revenue surged 33% in the first quarter, fueled by artificial intelligence-enhanced recommendation engines Wells Fargo’s valuation sits at merely 10.8x forward 2027 earnings, bolstered by robust share repurchases and lending expansion As the second-quarter earnings cycle prepares to launch next week, HSBC has unveiled its premier stock selections. Led by analyst Nicole Inui, the research team compiled a roster of Buy-rated companies positioned for strong performance across
Direct oversight of ‘critical third parties’ such as Oracle and Microsoft given to ensure resilient cyber-defences and help safeguard UK economy
The Bank of England has been handed powers to regulate important tech firms including Amazon and Google from next week, amid fears that system failures could threaten financial stability and harm consumers.
From Monday, the Bank and fellow City regulator the Financial Conduct Authority (FCA) will be in charge of ensuring that four large-scale providers of cloud and tech services to banks are resilient and actively reducing the risk of cyber-attacks and major outages that could disrupt services for millions of people and businesses across the UK.
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Insider Brief Teleoperated humanoid robots completed two surgeries in a preclinical trial, a first step toward using more mobile and flexible robots in operating rooms where surgical access is limited. The proof-of-concept experiment, published in the July 8 issue of Nature, was conducted by engineers and surgeons at UC San Diego to test whether humanoid […]
The designation could increase compliance costs for tech giants, impacting financial and crypto sectors, while entrenching major cloud providers.
The post UK government moves to designate Microsoft, Google, Amazon, and Oracle as critical third parties under financial oversight appeared first on Crypto Briefing.
The post Open Source AI Models Drive Cost and Transparency Shift appeared on BitcoinEthereumNews.com.
The AI industry’s cost problem is getting harder to ignore. Companies that rushed to build on the most powerful models from OpenAI, Anthropic, and Google DeepMind are now confronting bills that can spiral out of control — and a growing number of them are turning to open source AI models as the more sustainable path forward. That shift, once tentative, is now visible enough that Amazon’s top technologist is calling it out publicly. Key takeaways Amazon CTO Werner Vogels said companies are increasingly switching to cheaper open source AI models to control mounting AI costs. Uber burned through its entire 2026 AI budget in just four months, reportedly spending half a billion dollars in a single month. Open source models are typically free to download; users pay only for cloud infrastructure, often making them cheaper than proprietary alternatives. Amazon launched a new open-source AI tool
The post UC San Diego humanoid robots perform live surgery in world first appeared on BitcoinEthereumNews.com.
Two humanoid robots controlled from afar performed two surgeries at the University of California, San Diego. According to a study published July 8 in Nature, this is the first time that general-purpose humanoid machines have been used on living subjects. The outcome is important for the many people around the world who can’t reliably get in touch with surgeons. Small robots that a doctor can control remotely could be used in places where specialized surgical systems can’t reach. In the first surgery, a robot and a real surgeon worked together. The surgeon helped take out the gallbladder with the machine. The second method went even further. There was no one at the table when the two humanoid robots worked together. The researchers say that both surgeries were done on large mammals that are not primates. The engineers and surgeons who worked on the study called their robots “Su
The post Wall Street sets Amazon stock price for the next 12 months appeared on BitcoinEthereumNews.com.
As Amazon.com, Inc. (NASDAQ: AMZN) stock signaled an end to June’s correction in early July, John Blackledge, a Wall Street analyst from TD Cowen, maintained a bullish outlook for the next 12 months. Blackledge reiterated a Buy rating for Amazon stock over the next 12 months, according to a note sent to clients analyzed by Finbold on July 9. He further lowered his 12-month price target for AMZN shares from $350 to $340, thus signaling a potential 40.6% upside. The analyst signaled bullish sentiment on Amazon stock, following a similar move from Eric Sherida, an analyst at Goldman Sachs Group Inc. (NYSE:GS). Earlier this week, Sherida reiterated a Buy rating for AMZN shares and raised his 12-month price target to $335 from $325. Meanwhile, Laura Martin, an analyst at Needham, maintained a Buy rating on Amazon stock, as Finbold reported. As such, 45 Wall Street analysts surveyed by Ti
The post ClearBridge Exits Microsoft and Amazon Stakes for This Memory Chip Play appeared on BitcoinEthereumNews.com.
TLDR ClearBridge initiated a fresh stake in Micron, driven by accelerating AI memory chip demand Microsoft and Amazon positions were reduced during the quarter The fund completely divested from Intuit due to concerns about AI disruption in tax software Additional purchases included Alphabet, Arista Networks, Blackstone, and Tesla Analyst sentiment on Micron remains positive despite a recent 17% price decline ClearBridge Investments has made significant adjustments to its Large Cap Growth Strategy holdings in Q2 2026. The investment firm established a new position in Micron Technology while reducing exposure to Microsoft and Amazon. Additionally, it completely divested its Intuit holdings. These strategic shifts signal ClearBridge’s evolving perspective on AI-driven growth opportunities for the remainder of 2026. The Case for Micron ClearBridge characterized Micron as a