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Technology Stocks
Cloud Stocks: NVIDIA Believes the AI Supercycle Is Just Beginning
Last week NVIDIA (NASDAQ: NVDA) reported its third quarter results that continued to beat all estimates. NVIDIA continues to doubt critics and analysts who are worried about the bursting of an AI-bubble. According to its predictions, they are seeing “something very different.”
>>>Cloud Stocks: Analysis of Palo Alto Networks’ Chronosphere Acquisition
Cyber security services provider Palo Alto Networks (NYSE: PANW) continues to be on an acquisition spree this year. After it acquired CyberArk, its biggest acquisition earlier this year, it announced the acquisition of next-generation observability platform Chronosphere yesterday.
>>>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.
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