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| Title | Published |
|---|---|
Nvidia's Q2 earnings to test resurgent AI trade Nvidia's Q2 earnings to test resurgent AI trade | about 1 hour ago |
AWS Was Lagging Microsoft Azure and Google Cloud in Growth—Is Amazon Finally Catching Up? AWS Was Lagging Microsoft Azure and Google Cloud in Growth—Is Amazon Finally Catching Up? | about 4 hours ago |
Amazon-Backed Anthropic Needs $1.2 Trillion in Revenue to Justify $2 Trillion Valuation, 'Dean of Valuation' Says Amazon-Backed Anthropic Needs $1.2 Trillion in Revenue to Justify $2 Trillion Valuation, 'Dean of Valuation' Says | about 9 hours ago |
Two years after launch, Walmart’s Flipkart is closing in on India’s quick-commerce leaders Two years after launch, Walmart’s Flipkart is closing in on India’s quick-commerce leaders | about 10 hours ago |
Data Center and Cloud Infrastructure Earnings Face a High-Stakes AI Demand Test Data center and cloud infrastructure stocks face a key earnings test as NVDA, MSFT, GOOGL, AMZN, and EQIX report—AI spending pace vs high valuations. | 1 day ago |
Alphabet and Amazon Are Investing $420 Billion in Artificial Intelligence (AI) Infrastructure: 4 Hardware Stocks Set to Profit The AI hyperscalers are spending a ton of money on computing power. | 1 day ago |
Should Airbnb’s AI-Fueled “Super App” Ambitions Reshape the Core Thesis for ABNB Investors? Earlier this month, Airbnb reported stronger-than-expected second-quarter results and raised its full-year revenue outlook, crediting AI-powered tools for cost efficiencies and faster feature rollouts as it pursues a broader “super app” vision for travel. This push to use artificial intelligence to streamline operations while expanding into more services suggests Airbnb is working to become a larger, more integrated travel platform within the next year or so. We’ll now examine how Airbnb’s... | 1 day ago |
Nvidia's Q2 earnings to test resurgent AI trade
Nvidia's Q2 earnings to test resurgent AI trade
AWS Was Lagging Microsoft Azure and Google Cloud in Growth—Is Amazon Finally Catching Up?
AWS Was Lagging Microsoft Azure and Google Cloud in Growth—Is Amazon Finally Catching Up?
Amazon-Backed Anthropic Needs $1.2 Trillion in Revenue to Justify $2 Trillion Valuation, 'Dean of Valuation' Says
Amazon-Backed Anthropic Needs $1.2 Trillion in Revenue to Justify $2 Trillion Valuation, 'Dean of Valuation' Says
Two years after launch, Walmart’s Flipkart is closing in on India’s quick-commerce leaders
Two years after launch, Walmart’s Flipkart is closing in on India’s quick-commerce leaders
Data Center and Cloud Infrastructure Earnings Face a High-Stakes AI Demand Test
Data center and cloud infrastructure stocks face a key earnings test as NVDA, MSFT, GOOGL, AMZN, and EQIX report—AI spending pace vs high valuations.
Alphabet and Amazon Are Investing $420 Billion in Artificial Intelligence (AI) Infrastructure: 4 Hardware Stocks Set to Profit
The AI hyperscalers are spending a ton of money on computing power.
Should Airbnb’s AI-Fueled “Super App” Ambitions Reshape the Core Thesis for ABNB Investors?
Earlier this month, Airbnb reported stronger-than-expected second-quarter results and raised its full-year revenue outlook, crediting AI-powered tools for cost efficiencies and faster feature rollouts as it pursues a broader “super app” vision for travel. This push to use artificial intelligence to streamline operations while expanding into more services suggests Airbnb is working to become a larger, more integrated travel platform within the next year or so. We’ll now examine how Airbnb’s...