Please enjoy my interview with Columbia Seligman's Paul Wick The tech hunter: Seligman’s Paul Wick offers picks and pans One of the most seasoned fund managers in technology, Paul Wick of Columbia Seligman has a sharp eye for nonsense in tech, but also a deep grasp of the
@tiernanraytech
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Intel Data Center Chip Sales Miss Expectations But Stock Surges
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Intel and Amazon: Low expectations Intel’s data center-chip sales missed expectations, and it still has to articulate how it will catch up with and surpass Nvidia. But for the moment, crossing a low bar was enough to suggest a turnaround. The shares surged eight percent Thursday
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Meta’s AI Spending Surge Challenges Investor Expectations
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Good times over for Meta investors as spending on AI will soar in in 2024 Investors have been delighted with thousands of layoffs this year at Meta. But next year, hiring is going up, and capital spending is ramping up big time as CEO Zuckerberg chases his white whale,
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Generative AI Breakthrough: Digital Biology Transforms Cancer Treatment
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AI pioneer Daphne Koller sees generative AI leading to cancer breakthroughs AI is merging with biology, said Koller, and the result, digital biology, will have “tremendous repercussions in human health.” https://
zdnet.com/article/ai-pio
neer-daphne-koller-sees-generative-ai-leading-to-cancer-breakthroughs/
… @DaphneKoller @insitro @StanfordHAI @percyliang -
Dump Google as AI Transforms Economy, Says Analyst
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Sell-side most interesting: Dump Google, and AI pervades the economy Time do dump Alphabet as economic clouds darken, says Monness Crespi Hardt’s Brian White, TI and ON Semiconductor grapple with weak industrial chip markets, and vast sectors of the economy will move to
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Microsoft Cloud Revenue Beats Expectations While Google Underperforms
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Tale of two clouds: Microsoft tops, Google flops Microsoft’s cloud computing revenue topped expectations, while Alphabet’s Google missed. Microsoft CEO Satya Nadella offered some anecdotal evidence to suggest progress in AI is helping, notably, over a million people paying to
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Tesla’s AI Dreams: Robo-Taxi and Optimus Face Reality Check
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Tesla’s dreams — Optimus, Cybertruck, Robo-Taxi — take a step back Tesla’s much-hyped science projects such as the robo-taxi and Optimus, the humanoid robot, are fanciful and unlikely to be a reality anytime soon. Those things matter less than the fundamental fact that Musk and
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Tesla’s AI Dreams: Optimus and Robo-Taxi Face Reality Check
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Tesla’s dreams — Optimus, Cybertruck, Robo-Taxi — take a step back Tesla’s much-hyped science projects such as the robo-taxi and Optimus, the humanoid robot, are fanciful and unlikely to be a reality anytime soon. Those things matter less than the fundamental fact that Musk and
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Innodata CEO Discusses AI Revolution Innovation Strategy
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I would say, everyone subscribe to The Technology Letter and read the article! https://
thetechnologyletter.com/the-posts/inno
data-ceo-in-the-midst-of-an-ai-revolution
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ASML Reset Signals Growth Recovery for AI Hardware Sector
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This is the ‘reset’ ASML needed, say bulls Merrill Lynch’s Didier Scemama was among those cheering a “reset” for ASML, a report so bad, it confronted all the worst fears. Now, he argues, investors can look forward to higher growth for ASML’s revenue in 2025, when things bounce