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- The Accelerator Conundrum
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Technology Stocks
Meta’s AI Strategy Delivers Strong Ad Revenue Growth While Google Languishes on Ad Front
Meta (Nasdaq: META), formerly Facebook, recently announced its fourth quarter results that blew past market expectations. The company’s restructuring efforts continue to bear fruit as it surged past both revenue and profit expectations and announced its first ever dividend payout.
>>>Cloud Stocks: Analysis of Amazon’s GenAI Strategy
Earlier last week, Amazon (NASDAQ: AMZN) announced its fourth-quarter results that surpassed market expectations. It has recently launched several GenAI applications, the latest one being Rufus, a genAI shopping assistant. Its stock hit a 52-week high following its result announcement.
>>>Cloud Stocks: Analysis of Google’s AI Platform Strategy
Last week, Alphabet aka Google (Nasdaq: GOOG) reported its fourth quarter results. It surpassed revenue and earnings estimates driven by its GenAI offerings and accelerated growth in Google Cloud. However, it missed estimates for advertising revenue.
>>>Cloud Stocks: Analysis of Microsoft’s AI Platform Strategy
This week, Microsoft (Nasdaq: MSFT) announced its second quarter results that surpassed market expectations driven by its leading position in GenAI. After its success with PaaS, it is now looking at replicating it to AI platform or AI models.
>>>Cloud Stocks: Analysis of ServiceNow’s UltimateSuite Acquisition
Last week, ServiceNow (NYSE:NOW) reported its fourth quarter results that soared past market expectations. ServiceNow continues to invest in building its AI services through product development, a partner network, and even acquisitions. The market is pleased with the company, and the stock is soaring at year high levels.
>>>Cloud Stocks: Big Blue Climbs to 10-Year High on AI Potential
IBM (NYSE: IBM) recently announced strong results for its fourth-quarter that sent the stock climbing 7% in the after-hours trading session.
>>>Cloud Stocks: Oracle Builds on NetSuite with Next Technik Acquisition
Oracle (NYSE: ORCL) reported its second quarter results that failed to impress the market. The weaker than expected performance and outlook sent the stock falling 9% in the after-hours trading session.
>>>Cloud Stocks: MongoDB Ups its AI Capabilities
MongoDB (Nasdaq: MDB) recently reported its third-quarter results that blew past all market expectations. The company continues to add generative AI capabilities to its portfolio of tools.
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