As Microsoft, Meta Slide After Earnings Calls, Jim Cramer Says 'Hyperscalers Are Not Warning About Worsening AI Losses'
As Microsoft, Meta Slide After Earnings Calls, Jim Cramer Says 'Hyperscalers Are Not Warning About Worsening AI Losses'
Cramer criticized the lack of rigor in some reports, urging readers to delve into the actual earnings calls and analyses. He stated, "The Hyperscalers are NOT warning about worsening AI losses, they are talking about crushing it with AI." Jim Cramer took to social media on Thursday to address what he perceives as misleading headlines regarding AI losses. Cramer emphasized that hyperscalers are not signaling worsening AI losses but are instead thriving with AI advancements.
吉姆·克雷默在週四通過社交媒體發表講話，談到了他認爲關於人工智能虧損的誤導性頭條。克雷默強調，超大規模運算者並未預示着人工智能虧損的加劇，而是在人工智能進展中蓬勃發展。
What Happened: Microsoft Corp (NASDAQ:MSFT) and Meta Platforms Inc.(NASDAQ:META) witnessed their stocks plummet during after-hours on Wednesday after reporting their earnings.
發生了什麼：微軟公司（納斯達克股票代碼：MSFT）和Meta平台公司（納斯達克股票代碼：META）在週三的盤後交易中看到其股票暴跌，這是在他們發佈業績後發生的。
At the time of writing, Microsoft was down by 3.95% in premarket, while Meta shed 2.69%.
撰寫本文時，微軟的盤前跌幅爲3.95%，而Meta平台下跌了2.69%。
Cramer criticized the lack of rigor in some reports, urging readers to delve into the actual earnings calls and analyses. He stated, "The Hyperscalers are NOT warning about worsening AI losses, they are talking about crushing it with AI."
克雷默批評了一些報道缺乏嚴謹性，敦促讀者深入了解實際的業績電話和分析。他說，「超大規模運算者並沒有警告人工智能虧損加劇，他們是在談論他們在人工智能方面的勝利。」
He encouraged his followers to read the calls and his team's write-ups for a clearer understanding.
他鼓勵他的追隨者閱讀這些電話，以及他團隊的撰寫稿件，從而更清晰地了解情況。
The Hyperscalers are NOT warning about worsening AI losses, they are talking about crushing it with AI. These headlines reek of a lack of rigor that is painful; read the calls, it will take an hour, then read our write-ups
— Jim Cramer (@jimcramer) October 31, 2024
超大規模運算者並沒有警告人工智能虧損加劇，他們是在談論他們在人工智能方面的勝利。這些標題缺乏嚴謹，令人痛心；閱讀這些電話，大約需要一個小時，然後閱讀我們的撰寫稿件。
— 吉姆·克雷默（@jimcramer）2024年10月31日
Why It Matters: Cramer's comments echo analyst Zev Fima's who increased the price target for Meta to $650 per share, despite a decline in the company's stock during after-hours trading. Fima highlighted the robust third-quarter results, with revenue guidance for the current quarter surpassing expectations.
爲什麼重要：克雷默的評論與分析師澤夫·菲馬的觀點相呼應，菲馬將Meta的股票目標價提高至每股650美元，儘管該公司的股票在盤後交易中下跌。菲馬強調了強勁的第三季度業績，本季度的營業收入指導超出預期。
Microsoft recently announced that its AI business is poised to reach a $10 billion revenue milestone, marking it as the fastest-growing segment in the company's history. CEO Satya Nadella emphasized the transformative impact of AI across various business processes.
近期，微軟宣佈其人工智能業務有望實現$100億的營業收入里程碑，標誌着成爲公司歷史上增長最快的領域。首席執行官薩蒂亞·納德拉強調了人工智能在各種業務流程中的轉型影響。
Similarly, Meta is advancing its AI capabilities with its Llama 4 model, leveraging an extensive computing infrastructure. CEO Mark Zuckerberg noted the significant scale of their AI training efforts, which are expected to yield results by early 2025.
同樣，meta platforms正在通過其Llama 4模型不斷髮展其人工智能能力，利用了龐大的計算基礎設施。首席執行官馬克·扎克伯格指出了他們人工智能訓練工作的重要規模，預計將在2025年初產生成果。
- Shytoshi Kusama Touts Shiba Inu Lifetime Gains Of 33774726%: 'We Still Have Far To Go And Much Work To Be Done'
- Shytoshi Kusama大力推崇Shiba Inu終身收益增長33774726％:「我們仍有很長的路要走，還有許多工作要做」
Image via Shutterstock
圖片來自shutterstock。
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本報道使用Benzinga Neuro生成，並由Pooja Rajkumari編輯
譯文內容由第三人軟體翻譯。
