Please enjoy my interview with Jack Abuhoff, CEO of one of the more interesting software and services firms. Innodata CEO: ‘We believe 2025 will be a growth year’ You have to be a bit paranoid serving the largest tech firms in the world in their mission to develop “generative
@tiernanraytech
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AI Chips Lead 2025 as Threads Challenges Twitter
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I wasn’t aware that Threads is on pace to surpass Twitter/X. Wall Street’s Best Ideas: More AI chips in 2025 Nvidia and other AI picks will continue to lead chips in 2025, Enovix needs a more bullish CFO, and Meta’s Threads is on pace to top Twitter/X at the end of this month.
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Athinakis explores future of artificial intelligence in Daily article
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Ο Δημήτρης Αθηνάκης της φανταχτερής εφημερίδας της Αθήνας, η Καθημερινή, έχει γράψει ένα πολύ καλό άρθρο, πολύ προκλητικό, βασισμένο στη συζήτηση που είχαμε για το μέλλον της τεχνητής νοημοσύνης. Dimitris Athinakis of Athens’s great paper, The Daily, has written a very good
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Wall Street Repositions Software Stocks on AI and Cloud Trends
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Wall Street’s Best Ideas: Tis the season to ‘reposition’ software Analysts have been busy re-jiggering their ratings on software stocks for the new year, betting on more artificial intelligence and an end to the slump in cloud software. https://
thetechnologyletter.com/the-posts/wall
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Adobe and Ciena: AI Investment Returns Under Scrutiny
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Do you have faith in Adobe and Ciena and AI? Adobe’s stock sold off hard Thursday as it is not yet producing the kind of payoff from artificial intelligence people hoped to see, while Ciena’s stock surged as it talked up the future payoff to fiber-optics of AI. Both stories
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Credo Technologies Stock Surges on Growth Inflection Point
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Wall Street’s Best Ideas: Giving credence to Credo One bear on the stock of Credo Technologies has been swayed by the forty-eight percent jump in shares Tuesday, predicting many quarters ahead of good growth. CEO Bill Brennan says the company’s “hit an inflection point” thanks
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Intel Stock Plummets After Gelsinger’s Ouster Announcement
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Intel's stock is down almost fifty percent since Gelsinger’s appointment was announced in January of 2021. Wall Street’s Best Ideas: Farewell Mr Chips, and woe be to Intel Gelsinger’s alleged ouster by the Intel board calls into question the manufacturing revival he’s been
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Dell’s AI Challenge: Market Competition Intensifies Despite Strong Results
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Dell drops despite a decent report: Where does the AI battle go? Despite a thirteen percent sell-off, Dell’s report Tuesday evening was actually pretty good. The larger question is what happens as the AI market becomes more competitive? https://
thetechnologyletter.com/the-posts/dell
-drops-despite-a-decent-report-where-does-the-ai-battle-go
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Nvidia CEO confirms Blackwell chip progress amid AI boom
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Nvidia CEO: ‘Blackwell is in great shape’ Wednesday night at the Russian baths near Wall Street, they were talking about what an amazing stock Nvidia is, and how ChatGPT can help you have an AI “assistant.” Signs of the times. The rumors of Blackwell have been quashed for the
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Gary Marcus advocates for dedicated AI regulatory agency
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Well worth the read… AI scholar Gary Marcus makes a strong case for an AI agency "We already are facing many negative consequences of generative AI, ranging from misinformation to covert racism to nonconsensual deep fake porn to harm to the environments,” argues Marcus. “These