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Cloud Stocks: Analysis of Google’s Wiz Acquisition

Posted on Friday, Apr 25th

Yesterday, Alphabet aka Google (Nasdaq: GOOG) announced its first quarter results that soared past market expectations. The stock climbed 5% in the after-hours trading session post results announcement.

Cloud Stocks: Google Launches Agentic AI Model

Posted on Friday, Feb 7th

This week, Alphabet aka Google (Nasdaq: GOOG) reported a mixed fourth quarter. It missed the revenue estimate as the cloud business growth was less than the previous quarter.

AI Unicorns: BigID Uses Machine Learning to Simplify Data Privacy

Posted on Tuesday, Jan 28th

According to a recent report, the global data privacy software market size is estimated to grow at 36% CAGR to reach $17.2 billion market by 2032 from $3.84 billion in 2024. The significant growth in the industry is expected to be driven by the continuing adoption of IoT devices along with the added power of

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AI Drug Discovery Startups: Valo Health Remains Committed to AI for Drug Discovery

Posted on Friday, Jan 24th

Lexington-based Valo Health is one of the pioneering players in the AI-drug discovery market. Set up in 2019 as part of Flagship Pioneering’s initiatives, Valo has had quite a roller coaster ride so far.

AI Drug Discovery Startups: Atomwise Focuses on AI-based Small Molecule Discovery

Posted on Tuesday, Jan 14th

The Small Molecule Drug Discovery Market is estimated to grow at 9% CAGR from $74.08 billion in 2024 to reach $175.41 billion by 2034. San Francisco-based Atomwise is one player that is making use of its AI capabilities to make a mark in the industry.

Cloud Stocks: Twilio Wants to Embed AI Across All its Offerings

Posted on Tuesday, Nov 19th

Communication Platform as a Service (CPaaS) player Twilio (NYSE: TWLO) recently announced its third quarter results that outpaced market expectations. The improved outlook and the strong performance helped take the stock 10% higher in the after-hours trading session.

Cloud Stocks: Amazon’s GenAI Grows Triple Digits

Posted on Friday, Nov 15th

Amazon (NASDAQ: AMZN) recently announced its third-quarter results that beat market expectations driven by its growth in its cloud and advertising businesses.

Cloud Stocks: NVIDIA Still On a Roll Amid Rising Competition

Posted on Tuesday, Sep 3rd

NVIDIA (NASDAQ: NVDA) last week reported its second quarter results which beat all estimates. However, after three straight quarters of revenue growth above 200%, its growth of 122% seems a tad disappointing and its shares fell 8% in extended trading. This is a slight pullback after an astronomical rally following the AI boom. Its stock

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