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
Technology Stocks
Meta Pours Funds into AI Capacity Build-out
Meta’s (Nasdaq: META) recently announced quarterly results that outpaced market expectations. But despite the better-than-expected performance, its stock fell 9% in the after-hours trading session. The analysts were not pleased with the one time $15.9 billion tax charge that the company incurred.
>>>Cloud Stocks: Alphabet Proves AI Is Strengthening, Not Replacing its Core Search Business
Last week, Alphabet (Nasdaq: GOOG) announced its third quarter results that soared past market expectations. The stock climbed 5% in the after-hours trading session. This was a landmark quarter for Alphabet as it crossed the $100 billion quarterly revenue for the first time.
>>>Cloud Stocks: Amazon Signals Long-Term AI Bet with OpenAI Deal
Yesterday, Amazon (NASDAQ: AMZN) announced a $38 billion deal with OpenAI that sent its stock soaring. Last week, Amazon announced strong quarterly results that had already sent the stock soaring 10% to an all-time high in the after-hours trading session.
>>>Cloud Stocks: Intel’s AI Roadmap Gains Steam Following U.S. Investment and Nvidia Tie-Up
Last week Intel (Nasdaq: INTC) reported its third quarter results – the first one since the U.S. Government became its biggest shareholder. The company returned to profitability and the strong results helped drive the stock 6% up in the after-hours trading session.
>>>Cloud Stocks: Microsoft and OpenAI Resolve Partnership Woes; AGI Timeline 3-8 Years
Microsoft (Nasdaq: MSFT) announced stellar quarterly results today which were clouded by a big outage that the company was still trying to fix till last evening. Microsoft saw big gains in its Azure and AI segment as it ironed out a new deal with OpenAI that has been a cause of concern among the two giants.
>>>Cloud Socks: Analysis of IBM’s Cognitus Acquisition
IBM (NYSE:IBM) reported its third quarter results yesterday that outpaced expectations but it failed to excite the market. IBM’s stock fell 6% in the after-hours trading session post the result announcement.
>>>Netflix Continues to Monetize Beyond Streaming
Yesterday, Netflix (Nasdaq: NFLX) reported its third quarter results that missed market earnings expectations. The company continues to expand its monetization capabilities through advertising and franchise business while leveraging AI and ML tools to deliver improved content.
>>>Cloud Stocks: ASML Rides High on AI Boom
According to a recent report, the global Extreme Ultraviolet Lithography (EUV lithography) market is estimated to grow 33% annually to reach $153 billion by 2032 from $20.6 billion this year. While the US may be the leading market, APAC is estimated to be one of the fastest growing regions for the industry. APAC growth is being driven by China where the government is incentivizing the development of home-grown semiconductor solutions. Netherlands-based ASML (NASDAQ: ASML) is seeing slowdown in Chinese sales due to some of these initiatives.
>>>