Gold Just Hit Another Record. This Junior Could Be Next.

This copper junior was the smallest company invited to a top global mining conference. With nearly 1B pounds CuEq and 50,000m of funded drilling, this story won't stay quiet for long.

Dan Ives Expects Meta And Microsoft To Stand Firm On $60 - $80 Billion AI Spending Plans Amid DeepSeek's Disruptive AI Model

Kaustubh Bagalkote
January 28, 2025

Wedbush Securities analyst Dan Ives expects Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp. (NASDAQ:MSFT) to stand firm on their ambitious artificial intelligence spending plans during their upcoming earnings calls, despite recent market jitters over Chinese AI startup DeepSeek‘s emergence.

What Happened: Ives, writing on X on Tuesday, said he anticipates both tech giants to reiterate their substantial 2025 AI-driven capital expenditure targets – $60-65 billion for Meta and $80 billion for Microsoft – during their Wednesday earnings calls.

The analyst’s comments come as both companies prepare to report quarterly results amid market uncertainty triggered by DeepSeek’s surprise announcement of a new large language model that reportedly cost just $6 million to develop using restricted Nvidia Corp. (NASDAQ:NVDA) chips.

While DeepSeek’s achievement sent tremors through tech stocks, On Monday, Ives dismissed concerns about its impact on established players. “No US Global 2000 is going to use a Chinese start-up DeepSeek to launch their AI infrastructure and use cases,” he noted, characterizing the recent market reaction as a “golden buying opportunity.”

See Also: Bill Ackman Questions Whether DeepSeek AI’s Hedge Fund Affiliate Profited From Nvidia’s Sell-Off: ‘A Fortune Could Have Been Made’

Why It Matters: For Meta’s upcoming report, analysts expect robust advertising momentum to drive revenue growth. Goldman Sachs analyst Eric Sheridan projects “above-industry topline growth over the next several quarters,” citing strong ad performance and untapped potential in platforms like WhatsApp and Messenger.

Microsoft investors will focus on Azure’s cloud computing performance, with analysts projecting 31-32% revenue growth. Oppenheimer analyst Timothy Horan, however, cautioned that the Street might be “too optimistic” about near-term returns on AI investments.

The broader AI landscape continues to evolve rapidly, with both companies heavily invested in the sector. “The focus of AI right now is the enterprise use cases and broader infrastructure propelling this $2 trillion of Cap-Ex over the next 3 years,” Ives emphasized, highlighting the strategic importance of maintaining planned investment levels despite market volatility.

Read Next:

  • Tesla’s $30K EV Risks Being A ‘Nothing Burger,’ Says Gary Black—Warns Of Cannibalization Without A New Compact Design

Image Via Shutterstock

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Popular

Trump keeps saying the GOP mega bill will eliminate taxes on Social Security. It does not

WASHINGTON (AP) — President keeps saying that Republicans' mega legislation will eliminate taxes on federal benefits.

A judge resisted Trump’s order on gender identity. The EEOC just fired her

The federal agency charged with protecting workers’ civil rights has terminated a New York administrative judge who , including President Donald Trump’s executive order decreeing male and female as .

How to Hack a $1.3T Market - Ad

Forget concrete. The new foundation for real estate success is digital, and Pacaso leads the way. Their tech unlocks a $1.3T real estate market. They've already earned $110M+ in gross profits in their operating history and reserved the Nasdaq ticker PCSO.

Bernie Sanders Shares First Thing He Would Do As President — And It Could Be A Jab At Elon Musk

Bernie Sanders lost the 2016 and 2020 presidential races. In a recent interview, Sanders shared what he would do first if he were president.

Copper's Rally Is Back. This $31M Junior Is Sitting on a Potential Fortune - Ad

A high-grade copper-gold discovery in Quebec just delivered extremely high grade intercepts. Valuation? Just $31M. With copper breaking out, the timing here could be perfect. Get the symbol here.

BigBear.ai, AMD, QuantumScape, Coinbase, Tesla: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks ended the day on a high note, with the Nasdaq gaining over 1.4% on Tuesday to 19,912.53. The Dow also traded up 1.2% to 43,089.02, while the S&P 500 rose by 1.1% to 6,092.18. These are the top stocks that gained the attention of retail traders and investors throughout the day:

FDA requires updated warning about rare heart risk with COVID shots

WASHINGTON (AP) — said Wednesday it has expanded existing warnings on the two leading COVID-19 vaccines about a rare heart side effect mainly seen in young men.

Is Elon's Empire Crumbling? - Ad

Jeff Brown - the legend who called Tesla and Nvidia early - says Elon is about to launch a $25T AI revolution. This isn't another chatbot. It's real-world AI that could 14X the impact of ChatGPT. But after July 23rd, it may be too late.

Meta, KKR, Lululemon And An Industrial Stock On CNBC's 'Final Trades'

Experts predict KKR, Lululemon, Meta Platforms, and Rockwell Automation to perform well.

Greenland has a message for the rest of the world: Come visit

NUUK, Greenland (AP) — has a message for the rest of the world: We’re waiting for you.

Putting Your Name on This List Could Hand You $1,270 on Friday - Ad

URGENT: On Tuesday, a simple set of instructions will be sent out to an elite group of investors. The folks in this group will have the opportunity to place a 10-minute trade that could double their money by Friday. Consider this your invitation to join them. The next trade is just days away.

BigBear.ai (BBAI) Stock Soars 21%: What's Going On?

Shares of BigBear.ai are trading sharply higher Tuesday afternoon. The rally comes without any new company-specific announcements.

Social Security Administration Sends 'Unbelievable' Email On Trump's 'Big, Beautiful Bill': Report

Email from SSA claims Trump's tax law will eliminate taxes on Social Security benefit. Critics call it politically motivated and incorrect.

A Historic Gold Announcement Is About to Rock Wall Street - Ad

The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent - and four tiny miners could be your ticket to 100X gains.

Sig Sauer, faced with lawsuits over a popular pistol, gets protection in New Hampshire

CONCORD, N.H. (AP) — Faced with mounting lawsuits over a popular pistol, New Hampshire-based Sig Sauer asked for — and got — protection in the form of a new state law that makes it harder to .

FIFA Opens Office In Trump Tower, Boosting Ties With President Ahead Of 2026 World Cup

The world football governing body FIFA has established an office in the Trump Tower in New York, further strengthening its ties with U.S. President Donald Trump. This development comes just a year before the men's World Cup, which is set to be hosted across North America.

Buffett's Favorite Chart Just Hit 209% - Here's What That Means For Gold - Ad

Buffett's favorite market signal just hit its highest level in history-stocks are more overvalued than 1929. He's sitting on $325B in cash... and may be about to buy one overlooked gold miner. I've identified it-plus 4 others with up to 100X potential.

Trump's Approval Ratings, Tariff Deadlines, Schumer's Criticism, And Defense Budget Shifts: This Week In Politics

Trump's approval ratings drop after Iran attack, hints at tariff deadline flexibility. SC limits judges' power, Schumer criticizes GOP budget, defense budget shifts to missiles and drones.

Lisa Murkowski Defends Alaska Carveouts As Elizabeth Warren, Bernie Sanders And Rand Paul Condemn Trump's 'Big Beautiful' Bill: 'Not Good Enough For The Rest Of Our Nation'

Senators across party lines are fiercely divided over Donald Trump's $3.3 trillion "Big Beautiful Bill," which narrowly passed the Senate and now heads to the House amid concerns over debt, tax cuts, and social program rollbacks.

The Tesla Shock Nobody Sees Coming - Ad

While headlines scream "Tesla is doomed"...Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as July 23rd.

Supreme Court OKs fee that subsidizes phone, internet services in schools, libraries and rural areas

WASHINGTON (AP) — on Friday upheld the fee that is added to phone bills to provide billions of dollars a year in in schools, libraries and rural areas.

What's in the latest version of Trump's big bill that passed the Senate

WASHINGTON (AP) — Republicans are getting closer to the finish line in getting their tax and spending cut bill through Congress with a final House vote possible on Wednesday.

Copper's Spiking - And This Junior Has the Grades to Match - Ad

Copper is climbing again - and this time, it looks tariff-proof. A $31M junior just posted nearly 1B lbs of copper equivalent. With insiders and institutions piling in, this could be the next breakout.

Big Banks Pass Fed's 2025 Stress Test With Ease—But Some Say It Was Too Easy

All major U.S. banks passed the Fed's 2025 stress test, but critics say easier assumptions may have padded the results.

Rural hospitals brace for financial hits or even closure under Republicans' $1 trillion Medicaid cut

OMAHA, Neb. (AP) — Tyler Sherman, a nurse at a rural Nebraska hospital, is used to the area's aging farmers delaying care until they end up in his emergency room.

Elon's New Device Could Launch Biggest IPO of the Decade - Ad

Elon Musk's new device is being called a "game-changer"-and even the White House is using this tech. Jeff Brown says it could launch Musk's next trillion-dollar company and make early investors rich. You can claim a stake now for as little as $500.

Mexican banks face cascading consequences following US sanctions

Mexico City (AP) — Three Mexican financial institutions sanctioned by the Trump administration last week have felt a cascade of economic consequences following the allegations that they helped launder millions of dollars for drug cartels.

Gold Just Hit Another Record. This Junior Could Be Next. - Ad

This copper junior was the smallest company invited to a top global mining conference. With nearly 1B pounds CuEq and 50,000m of funded drilling, this story won't stay quiet for long.

House Republicans race toward a final vote on Trump's tax bill, daring critics to oppose

WASHINGTON (AP) — Republican leaders in the House are sprinting toward a Wednesday vote on President Donald Trump's , determined to seize momentum from a in the Senate while essentially daring members to defy their party's leader and vote against it.

How to Hack a $1.3T Market - Ad

Forget concrete. The new foundation for real estate success is digital, and Pacaso leads the way. Their tech unlocks a $1.3T real estate market. They've already earned $110M+ in gross profits in their operating history and reserved the Nasdaq ticker PCSO.

Copper's Rally Is Back. This $31M Junior Is Sitting on a Potential Fortune - Ad

A high-grade copper-gold discovery in Quebec just delivered extremely high grade intercepts. Valuation? Just $31M. With copper breaking out, the timing here could be perfect. Get the symbol here.

Japan launches a climate change monitoring satellite on mainstay H2A rocket's last flight

TOKYO (AP) — Japan on Sunday launched a satellite to monitor greenhouse gas emissions using its mainstay rocket, which made its final flight before it is replaced by a new flagship designed to be more cost competitive in the global space market.

Gen Z Loves Job-Hopping, But This Boss Who Stayed In The Same Company For 35 Says There's An Upside To Staying Put

CEO Janet Godwin says best advice was to focus on current job, not next promotion. Gen Z prioritizes flexibility, while job hopping can lead to higher earnings but also impact retirement savings.

Is Elon's Empire Crumbling? - Ad

Jeff Brown - the legend who called Tesla and Nvidia early - says Elon is about to launch a $25T AI revolution. This isn't another chatbot. It's real-world AI that could 14X the impact of ChatGPT. But after July 23rd, it may be too late.

Netflix's Squid Game Finale Takes Over Seoul With Massive Parade, Star-Studded Fan Event

Netflix celebrated the finale of Squid Game with a parade and fan event in Seoul, featuring characters and emotional reflections from cast.

Trending Now

Information, charts or examples are for illustration and educational purposes only and not for individualized investment management This message contains commercial elements, such as advertising. We only send these offers to those who have opted in to our newsletter. Past performance is not indicative of future results. For these reasons we strongly suggest trading in a DEMO/Simulated account. The information provided by us is for educational and informational purposes only. We make no representations or warranties concerning the products, practices or procedures of any company or entity mentioned or recommended and have not determined if the statements and opinions of the advertiser are accurate, correct or truthful. If you use, act upon or make decisions in reliance on information contained or any external source linked within it, you do so at your own peril and agree to hold us, our officers, directors, shareholders, affiliates and agents without fault.

Copyright markethundred.com
Privacy Policy | Terms of Service