[이항영의 히트앤 비트] 빅테크 투매 급락! 테슬라 vs 구글, 뭐 사요? / 머니투데이방송 (증시, 증권)

07/24 Market Opening Morning Global 6 Lee Hang-young, MTN Senior Analyst Changes in Wall Street Investment Opinions on Alphabet and Tesla? 'Barrons' Alphabet Stock on Decline Due to Increased AI Spending Tesla Faces Earnings Miss and Physical AI Uncertainty Tesla Allocates Astronomical Funds to Three Major Areas Tesla's Q2 Free Cash Flow Records Deficit at -$1.09 Billion Tesla Optimus Humanoid Production Plan Proceeds as Scheduled Initial Shipments Prioritized for 'Optimus Academy' Mass Production Timing and Latest Version of Optimus Not Revealed Mizuho Lowers Tesla Target Price from $480 to $450 Ralph Lauren Investment Rating Upgraded... Will It Lead to Stock Price Rise? 'CNBC' Ralph Lauren Secures Upward Momentum Ahead of Earnings Announcement Raymond James Upgrades Ralph Lauren Investment Rating Raymond James Sets Ralph Lauren Target Price at $410 Strong Brand Momentum Driven by Accelerated Traffic and Reduced Promotions Robust Growth in China and Europe Ability to Maintain Average Selling Prices Expansion of Operating Profit Margin and Earnings for Next Fiscal Year… Potential to Exceed Market Consensus Where Will Earnings Go Amidst Opportunities and Risks? 'Meta' Meta AI has approximately 1 billion monthly active users Strength in free accessibility compared to ChatGPT Meta AI integrated and distributed across Facebook, Instagram, and WhatsApp Zuckerberg aims to generate revenue from paid AI subscriptions in addition to advertising Execution uncertainty exists due to internal cracks in the Scale AI partnership Costs rise due to increased NVIDIA GPU procurement prices and initial investment in custom chips Zuckerberg: “This year is the year of the AI ​​Factory” ▶ YouTube 'Market Opening Morning Global 6'    • 【시장을 여는 아침 글로벌6】   #Global6 #USStockMarket #NYStockMarket #OilPrices #TreasuryYields #10YearTreasury #ExchangeRate #Trump #Tariffs #Alphabet #Tesla #BigTech #Intel #RalphLauren #WesternStockAnts #Zuckerberg #Meta #LockheedMartin #MTN #EconomicBroadcast #EconomicTV #StockMarket #Securities #MarketConditions #MTN #MoneyTodayBroadcasting