"Apple could have the last laugh since it is a true 'toll road' to mobile AI," he wrote. "While haters focus on 'builds' and micro-data points, it's the free cash flow that matters. Apple can partner ...
Except for Nvidia (NVDA), which will report its earnings later this month, all other “Magnificent 7” constituents have ...
Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.
Microsoft Azure, Google Cloud and AWS cloud sales for fourth quarter 2024 includes global market share, total revenue, ...
PDD Holdings’ share price has been up 18% YTD, but recent tariff uncertainties have resulted in share price volatility. Find ...
U.S. stock futures rose on Monday following Friday's sharp fall as investors digest tariff updates and earnings reports.
Asian shares were trading mixed on Monday, as investors found bargains despite worries about U.S. President Donald Trump’s ...
Despite soaring demand for artificial intelligence (AI) accelerators and market share gains in the PC and server CPU markets, ...
Amazon's beat Wall Street's overall expectations with $187.8 billion in net sales, up 10%, and came in well ahead on the ...
Earnings growth has been robust, but AI growth didn’t match elevated expectations. President Trump’s threat of reciprocal ...
Shopify stock initially fell after Amazon announced its Q4 results on Feb. 6, but the company releases its own year-end 2024 ...
Meta, Amazon, Alphabet and Microsoft intend to invest as much as $320 billion this year into AI advancement technologies.
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