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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Cloud Stocks: NVIDIA Cashes in on AI Growth
According to recent reports, generative artificial intelligence (AI) technology is expected to grow at 58% CAGR to reach $36 billion by 2028 from $3.7 billion this year. NVIDIA (Nasdaq: NVDA) is cashing in on this by expanding its computing offerings to cater to the growing demand.
Cloud Stocks: Veeva Steps Up Its Consulting Engine
Veeva (NYSE: VEEV) recently reported its first quarter results that continued to surpass all market expectations. The market was pleased with its performance, and the stock rallied 7% in the after-hours trading session.
Cloud Stocks: Zscaler adds AI Capabilities to Cyber Security
Cloud security provider Zscaler (NASDAQ: ZS) recently reported its quarterly performance that outpaced market expectations. The company is leveraging AI technology to expand its product offerings and drive growth.
Cloud Stocks: Workday Leverages AI in its Acquisitions
Enterprise services provider Workday (NASDAQ: WDAY) recently announced its first quarter results that surpassed the market expectations. The company continues to expand offerings to diversify its reach within the organization.
Palo Alto Networks Steps up AI Security
Security player Palo Alto Networks (NYSE:PANW) recently announced its quarterly results that continued to outpace market expectations. The company has put a pause on its acquisition spree for now and is instead focused on building its AI-focused product portfolio while improving margins.
Cloud Stocks: Nutanix Reimagines Data Centric Platform Services
Enterprise cloud computing player Nutanix (Nasdaq: NTNX) recently announced its third quarter results. The market was pleased with Nutanix’s quarterly performance and outlook. Post the results announcement, it’s stock soared 14% in the after-hours trading session.
Cloud Stocks: Twilio Attempts Personalization
According to a recent report, the Unified Communications as a Service (UCaaS) market is expected to grow at 13% CAGR to reach $69.93 billion by 2028. Leading player Twilio (NYSE: TWLO) recently announced its first quarter results that outpaced market expectations. But the continuing macro-economic uncertainty has made it cautious as was evident in its outlook.
Cloud Stocks: Analysis of Amazon’s One Medical Acquisition
Recently, Amazon (NASDAQ: AMZN) announced its first-quarter results that surpassed market expectations. Amid recessionary fears, Amazon has been announced a series of layoffs that helped it earn strong profit in the quarter.