categories
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: Twilio Builds its AI Portfolio
Communication Platform as a Service (CPaaS) player Twilio (NYSE: TWLO) recently announced its first quarter results that outpaced market expectations. Twilio continues to focus its efforts on integrating its Segment acquisition into the core business.
Would AI Agents Disrupt Apple’s App Business?
Earlier this month, Apple (Nasdaq: AAPL) announced its second quarter results that outpaced market expectations. The market was impressed with the $110 billion buyback announcement, and its stock price increased 7% in the after-hours trading session.
Cloud Stocks: Amazon Sees Momentum on AI Front
Amazon (NASDAQ: AMZN) recently announced its first-quarter results that surpassed market expectations. Its stock hit a 52-week high following its result announcement.
Cloud Stocks: Google Looking to Monetize GenAI
Alphabet aka Google (Nasdaq: GOOG) recently reported a strong first quarter that beat analyst estimates driven by strong and profitable growth in Google Cloud.
Cloud Stocks: Analysis of IBM’s AI Platform Strategy
IBM (NYSE: IBM) recently announced results for its first quarter and its plans to acquire cloud software maker Hashicorp for $6.4 billion.
Cloud Stocks: Microsoft Sees High Adoption of its AI Platform
Last week, Microsoft (Nasdaq: MSFT) announced its third quarter results that exceeded analyst estimates driven by its AI momentum. However, its weak outlook brought down the momentum in its share price.
Meta Wants to Keep Investing in AI
Meta (Nasdaq: META), formerly Facebook, announced its quarterly results earlier this week that failed to impress the market. The company’s disappointing outlook coupled with big investment plans for AI sent the stock falling 16% in the afterhours trading session.
Analysis of Databricks’ Lilac Acquisition
According to a recent report, the Data Science Platforms market is estimated to grow at 77% CAGR to reach $322.9 billion by 2026. Databricks, a leading data analytics solution provider, recently reported its annual revenues that grew more than 50%.