China Problems Kick in for Apple

Apple (Nasdaq: AAPL) announced its first quarter results that continued to outpace market expectations. However, Apple’s disappointing iPhone sales and China performance did not please the market.

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Cloud Stocks: Amazon Includes DeepSeek Model in Bedrock Marketplace

Last week, Amazon (NASDAQ: AMZN) announced its fourth quarter results that surpassed market expectations. However, its stock slumped following a weak outlook.

Meta Uses AI to Drive Monetization

Meta (Nasdaq: META), formerly Facebook, announced its quarterly results that continued to outpace market expectations. Meta has been in the news recently as it pivots its stand on fact checking policies to align with the US government’s views. Its continued investments in AI and future growth engines are helping its stock rise. The company’s stock rose 1.5% in the afterhours trading session and has already gained more than 15% this year.

Cloud Stocks: Google Launches Agentic AI Model

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.

Cloud Stocks: Microsoft’s AI Hits $13B ARR

Last week, Microsoft (Nasdaq: MSFT) announced its second quarter results that surpassed market expectations. However, its stock slumped following a weak outlook and the buzz around DeepSeek.

AI Unicorns: Rasa Races to Make it in the Conversational AI Market

According to a recent report, the conversational AI market is projected to grow at 25% CAGR to reach $49.9 billion by 2030 from $13.2 billion in 2024. The growth in the market is driven by the continuing development within the computer vision and voice recognition technology that in turn is driving more in-depth and personalized interactions.

AI Unicorns: BigID Uses Machine Learning to Simplify Data Privacy

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 AI.

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

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: Berg Health Focuses AI on Prostrate Cancer and Parkinsons

The high growth AI-drug discovery market has attracted several players. However, the high cost of drug development, and the slow regulatory process associated with drug release has also led to several consolidations. One such story is that of Berg Health.

AI Drug Discovery Startups: Analysis of Exscientia’s Acquisition by Recursion

A European player looking to make a difference in the high growth AI-drug discovery market is Exscientia. Like others in the industry, it too has had an interesting story. After a brief listing on the stock market, Exscientia was acquired by another AI-based biotech firm Recursion last year.