They’re loving AppLovin’s e-commerce, Ceva’s AI and Coherent’s streamlining Among Thursday’s earnings winners, AppLovin’s e-commerce initiative is tantalizing, and Ceva is cheered for its first AI sale, and Coherent’s impending makeover is thrilling. https://
thetechnologyletter.com/the-posts/they
re-loving-applovins-e-commerce-cevas-ai-and-coherents-streamlining
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@tiernanraytech
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AppLovin E-commerce, Ceva AI, Coherent Streamlining Earnings Winners
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Palantir and Astera Labs Surge on AI Momentum
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Astera, Palantir are two momentum trades that continue to soar Artificial intelligence is the only game in town, as software maker Palantir and memory-bandwidth-chip vendor Astera Labs see their shares soar while all the other companies reporting continue to be stuck.
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Enovix Stock Surge Fades; Super Micro Auditor Concerns
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Enovix’s after-hours and pre-market surge on Wednesday was completely gone by the evening, to be replaced with a common-stock offering. The waiting game continues. There’s no way to sugar-coat Super Micro being fired by its auditor, things are going just fine at Advanced Micro
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Microsoft Struggles to Secure Sufficient Power for AI Ambitions
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Microsoft apparently cannot get enough power for AI Twilio’s peek into 2025 gives reason to hope for double-digit revenue growth, Meta’s spending is once again a cause for concern, and Microsoft is having a hard time getting enough power to fuel its AI ambitions. $MSFT $TWLO
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AI Ecosystem Health and Profit Distribution Concerns
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The AI ecosystems is ‘incredibly unhealthy,’ says AI scholar Kai-Fu Lee Interesting thoughts from Kai-Fu Lee. As usual, a worthwhile gathering from the Collective[i] The AI ecosystem will be an “unhealthy” one as long as the vast majority of profit from Gen AI accrues to a
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Netflix Stock Stalls: Wall Street Analysis Open Compute
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Some interesting tidbits from the Open Compute Project conference this week… Wall Street’s Best Ideas: Is Netflix stalled? Netflix shares surge but its stock is expensive while its advertising initiative and its pricing ability may be stalled, and travelers to the Open Compute
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Taiwan Semi Surges on Insane AI Server Chip Demand
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Taiwan Semi surges on AI demand that is ‘insane’ Taiwan Semi’s chief, C.C. Wei, said just the revenue from AI server chips alone is going to make up a “mid-teens” percentage of the company’s sales this year, as the demand for AI processing is “insane.” https://
thetechnologyletter.com/the-posts/taiw
an-semi-surges-on-ai-demand-that-is-insane
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ASML CEO: Semiconductor Market Depends on AI Chip Demand
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Wall Street’s Best Ideas: Chips would be ‘sad’ without AI, says ASML CEO Were it not for still-raging artificial intelligence chip demand, the semiconductor market would be really “sad,” says ASML’s CEO, recently public chip software maker Silvaco collapses under its own China
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Synopsys CEO Discusses Chiplet Strategy and EDA Business Implications
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I had a most interesting conversation a week ago in New York with Synopsys CEO Sassine Ghazi, with profound implications for the chip business, and the EDA business. “Some companies are saying, can you deliver a chiplet, not the whole chip, but a part of it. Today, we’re not
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ASML credibility gap widens after unexpected forecast revision
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ASML plunges: How wide the credibility gap? An accidentally early release of a bad forecast from ASML has produced a credibility gap, with CEO Christophe Fouquet under pressure to explain why the outlook has changed so dramatically all of a sudden. It’s not clear if the