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Technology Stocks
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.
>>>AI Unicorns: Analysis of Contentsquare’s Loris AI Acquisition
According to a recent report, the global web analytics market is estimated to grow 18% annually to reach $20 billion by 2032 from $5.4 billion in 2024. New York-based Contentsquare is a leading player in the market that is leveraging AI in the industry.
>>>Cloud Stocks: Analysis of CrowdStrike’s Onum Technology Acquisition
Endpoint security player CrowdStrike (NASDAQ: CRWD) continues to consolidate in the industry. After delivering strong second quarter results, the company announced the acquisition of Onum Technologies as it looks to enhance its security information and event management (SIEM) capabilities.
>>>Cloud Stocks: Datadog Accelerates AI Product Development
According to a recent report, the global cloud monitoring market is estimated to grow at 23% CAGR to reach $14.7 billion by 2033 from $2.8 billion in 2025. The growth in the market is being driven by the increased adoption of cloud services by businesses globally who are shifting their workloads to public, private, and hybrid cloud environments. Datadog (NASDAQ: DDOG), a leading provider of essential monitoring and security platform for cloud applications, is seeing a strong growth in the demand for their products as well.
>>>Analysis of Palo Alto Networks’ CyberArk Acquisition
According to a recent report, the global Cyber Security market is estimated to grow at 15% CAGR to reach $1.1 trillion in 2025 and $7.5 trillion by 2034 from $284.6 billion in 2024. Palo Alto Networks (NYSE: PANW) recently announced its largest acquisition to address this growing market.
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