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.

The Nasdaq Composite has erased early gains as losses for shares of Microsoft Corp. and Nvidia Corp. accelerated, weighing on the broader index. Microsoft shares were down more than 6% earlier, while Nvidia was down nearly 4%,

Looking ahead, the company provided an optimistic outlook for the first quarter (Q1), projecting revenues between €7.5 billion and €8.0 billion, which is above the FactSet Consensus of €7.21 billion. The gross margin for Q1 is expected to be between 52% and 53%.

The world’s largest maker of memory chips and smartphones forecasts limited earnings growth in the current quarter as profitability at its core semiconductor business continues to weaken.

Buffer ETFs, also known as defined-outcome ETFs, use options contracts to limit losses while capping upside potential for the indexes they track. This type of fund has become particularly popular since 2022, when the Federal Reserve hiked interest rates to combat inflation, sending the stock market into a tailspin.

Thursday's coverage included more tech earnings, focus on Trump's latest on potential tariffs and more analysis around Monday's DeepSeek Dive.

It’s time to buy the stock. Amphenol makes cables, sensors, and all kinds of connectors for electricity and data used in cars, planes, mobile phones, and the data centers that power AI. The AI boom helped the stock notch a 22% annual total return over the past five years,

Taiwan’s government will soon look at whether it needs to help its domestic industry over threats by President Donald Trump to put tariffs on semiconductors, Premier Cho Jung-tai said on Wednesday.

The S&P 500 advanced 0.92% to 6,067.70, with technology shares seeing the biggest gains among sectors. The Technology Select Sector SPDR Fund (XLK) rose more than 2%, following a 4.9% loss on Monday. The Nasdaq Composite surged 2.03% to 19,733.59, following a 3.1% decline a day ago.

The news that DeepSeek was able to develop generative AI technology for far less money than OpenAI spent on ChatGPT has investors concerned that the hardware build-out that enabled Nvidia's stunning growth in revenue and profit may slow down. But we are at a very early stage in the reaction and analysis of the DeepSeek news.

Tuesday's Forbes Daily covers Chinese AI DeepSeek's impact on stock market, Boeing's earnings woes, Trump's military orders, Super Bowl ticket and party prices, and more.

Markets rallied last week but face premarket losses due to AI concerns. A busy week lies ahead with major earnings, economic data, and geopolitical uncertainty.