Elon's Greatest Invention... Hidden in South Memphis?

In South Memphis, I uncovered what could be Elon Musk's biggest invention yet. It's so secretive, rivals are flying drones to spy on it. If you're serious about investing in AI, now's the time to see what's really going on inside those walls.

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.

Marjorie Taylor Greene: 'Muslim Takeover' Threatens American Women

Rep. Marjorie Taylor Greene (R-Ga.) has expressed her fears regarding what she believes to be the most significant threat to the freedom of American women.

What's inside Elon's building in Memphis will shock you - Ad

Inside Elon Musk's Memphis site lies a supercomputer built to power the world's first superhuman AI. It could make Elon a trillionaire - and new millionaires, too. With just $500, you could get in before the July 1st funding window closes.

Mystery Seller Behind $105 Million Plot Next to Jeff Bezos Estate Finally Revealed

A plot of land neighboring Jeff Bezos' property in Miami was sold for a staggering $105 million. The undeveloped lot was sold by German investor Mikhail Peleg.

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.

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.

After Diddy's conviction, here's where his business ventures stand

LOS ANGELES (AP) — Sean “Diddy” Combs has been in his federal sex trafficking trial, but that doesn't mean the once-celebrated music mogul will see his business empire restored.

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.

FDA Submission Expected This Summer - Invest Before It Happens - Ad

This company is making heart disease easier to detect with AI. Their tech has officially been designated a "Breakthrough" by the FDA. You now have an opportunity to get in at a potential inflection point.

What's in the latest version of Trump's big bill moving through the Senate

WASHINGTON (AP) — Republicans are inching closer to getting their tax and spending cut bill through Congress with a final Senate vote likely late Monday or early Tuesday.

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.

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.

FDA vaccine official restricted COVID vaccine approvals against the advice of agency staff

WASHINGTON (AP) — The working under Health Secretary recently of two COVID-19 vaccines, disregarding recommendations from government scientists, according to federal documents released Wednesday.

What to Stream: Ryan Coogler’s 'Sinners,' a Kesha album, 'SharkFest' and John Cena with Idris Elba

Kesha enjoying her freedom on her first new album since she left her old label and Ryan Coogler’s guts-spilling vampire film “Sinners,” are some of the new television, films, music and games near you.

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.

Trump Brokers Peace Deal Between DR Congo And Rwanda — Now Eyes Billions In US Investment

Trump brokers a peace deal between DR Congo and Rwanda, aiming to end conflict and unlock U.S. investment in critical African minerals.

UnitedHealthcare Group, Gryphon Digital Mining, AMC Entertainment, Centene, And Tesla: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indices were mixed on Tuesday, with the Dow Jones Industrial Average rising 0.9% to 44,494.94 and the S&P 500 declining 0.1% to 6,198.01. The Nasdaq fell 0.8% to 20,202.89. These are the top stocks that gained the attention of retail traders and investors throughout the day:

A 64% Dividend From Gold? - Ad

Gold is soaring. But here's what no one's talking about: a way to earn a 64% dividend-paid in real cash every 30 days. No trading. No risky mining stocks. Just one simple move in your brokerage account... and you could start collecting monthly income almost instantly.

Trump's Crypto Ventures, Draper And Cathie Wood's Bitcoin Predictions, MSTR Estimates, And More: This Week In Crypto

The past week in the world of cryptocurrency was nothing short of eventful. From legislative moves aimed at curbing alleged corruption in cryptocurrency ventures to bold predictions about Bitcoin’s dominance, the week was filled with intriguing developments. Here’s a quick recap of the top stories that made headlines.

Canadian Prime Minister Carney says trade talks with US resume after Canada rescinded tech tax

TORONTO (AP) — Canadian Prime Minister Mark Carney said late Sunday trade talks with U.S. have resumed after Canada rescinded its plan to tax U.S. technology firms.

Back This Medical AI Tech - Ad

You don't often find healthcare tech company valued at $4M. HeartSciences is an exception. With $75M invested, including R&D, clinical trials, and product development, their patented AI software is approaching FDA submission, a potential major inflection point.

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.

President Trump announces trade deal with Vietnam that will let US goods into the country duty-free

WASHINGTON (AP) — President Donald Trump announced a trade deal with Vietnam Wednesday that would allow U.S. goods to enter the country duty-free.

Do These 4 Things to Your Bank Account Now ... - Ad

A sweeping U.S. policy could soon let the government track-or even freeze-your bank account. But there are 4 simple steps you can take right now to protect your savings before it's potentially too late.

US tariffs on European goods threaten to shake up the world's largest 2-way trade relationship

FRANKFURT, Germany (AP) — , the European Union, is among the entities awaiting word Monday on will impose punishing tariffs on their goods, a move economists have warned would have repercussions for companies and consumers on both sides of the Atlantic.

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.

Stunning Trump Policy Unlocks Upfront Cash Payouts - Ad

The U.S. has collected $15B from Trump's tariffs - and now, thanks to Title 15, you could claim your own $100-$1,000 instant upfront cash payouts. No stocks needed. Use your phone and this income technique to collect upfront payouts now.

Trump vents online about service provider after conference call marred by glitch

WASHINGTON (AP) — On Monday afternoon, the president of the United States was just another person complaining online about his service provider.

Disney cruise ship rescue team saves girl and father after overboard fall

FORT LAUDERDALE, Fla. (AP) — Crew members from a Disney cruise ship saved a girl who fell overboard and her father who jumped in after her.

Elon's Greatest Invention... Hidden in South Memphis? - Ad

In South Memphis, I uncovered what could be Elon Musk's biggest invention yet. It's so secretive, rivals are flying drones to spy on it. If you're serious about investing in AI, now's the time to see what's really going on inside those walls.

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.

FACT FOCUS: No, weather modification did not cause the deadly flash floods in Texas

As authorities search for victims of the in Texas that killed more than 100 people over the Fourth of July holiday weekend, social media users are spreading false claims that the devastation was caused by weather modification.

What's inside Elon's building in Memphis will shock you - Ad

Inside Elon Musk's Memphis site lies a supercomputer built to power the world's first superhuman AI. It could make Elon a trillionaire - and new millionaires, too. With just $500, you could get in before the July 1st funding window closes.

Wildfire kills 2 people in Spain as parts of Europe bake in heat wave

BARCELONA, Spain (AP) — Two people died in Spain in a wildfire that spread quickly before firefighters brought it under control, authorities said, as a sent thermometers soaring again on Wednesday.

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.

FDA Submission Expected This Summer - Invest Before It Happens - Ad

This company is making heart disease easier to detect with AI. Their tech has officially been designated a "Breakthrough" by the FDA. You now have an opportunity to get in at a potential inflection point.

China imposes anti-dumping duties on European brandy as trade tensions rise

BEIJING (AP) — China on Friday imposed anti-dumping duties on European brandy, most notably , as trade tensions between Beijing and United States allies continue to rise.

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 systemtrading.ca
Privacy Policy | Terms of Service