Applied Materials sells off: multi-billion-dollar investment to be announced Monday Keep in mind the stock is eighty-three percent off its 52-week low. https://
thetechnologyletter.com/the-posts/appl
ied-materials-sells-off-multi-billion-dollar-investment-to-be-announced-monday
… $AMAT $KLAC $LRCX $ASML #investing #semiconductors #China
@tiernanraytech
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Applied Materials Divests Multi-Billion Investment Amid Stock Decline
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Meta Launches Custom AI Chip with PyTorch Optimization
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Meta unveils first custom artificial intelligence chip The circuits come with software optimized to run PyTorch, and emphasize the task of making recommendations. $META #AI #deeplearning #semiconductors https://
zdnet.com/article/meta-u
nveils-first-custom-artificial-intelligence-chip/
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Cisco Orders Decline While Demand Signals Remain Unclear
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Cisco sees orders fall, but true demand remains something of a mystery Cisco’s reporting is now a vast hodgepodge of different non-GAAP metrics. https://
thetechnologyletter.com/the-posts/cisc
o-sees-orders-fall-but-true-demand-remains-something-of-a-mystery
… $CSCO $ANET $JNPR $EXTR -
Onsemi’s Silicon Carbide Strategy Targets Higher Free Cash Flow
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Onsemi: A smart strategy, a somewhat defensive tone Silicon carbide in the center of an expanding portfolio in energy and sensing can lead to higher free cash flow in years to come. https://
thetechnologyletter.com/the-posts/onse
mi-a-smart-strategy-anbspsomewhat-defensive-tone
… $ON $WOLF $STM $IFNNY #investing #stocks #siliconcarbide -
Google and OpenAI Lack Transparency on AI Model Disclosures
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Lack of disclosure, obfuscation begin to become the norm in artificial intelligence. Google follows OpenAI in telling the world almost nothing about its new PaLM 2 AI program #AI #Google #PaLM2 $GOOGL @OpenAI
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Tech stocks resilience amid debt concerns earnings results
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The TL Podcast for May 15th, 2023: at the debt precipice, earnings results save stocks https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-may-15th-2023-at-the-debt-precipice-earnings-results-save-stocks
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $COHR $RBLX $NXT $TTD $NKLA $DOCN $AMZN $AMAT -
Dividend Stocks Strategy for Economic Uncertainty
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The dividend stocks of Spring A list of forty-two stocks affords the opportunity to get paid while you wait through a difficult economy. https://
thetechnologyletter.com/the-posts/the-
dividend-stocks-of-spring
… $IMOS $HMX #dividends #investing #currentyield -
Amazon Security Acquisition: Potential M&A Targets Analysis
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Will Amazon go security shopping? Consider the take-out targets https://
thetechnologyletter.com/the-posts/will
-amazon-go-security-shopping
… $AMZN $MSFT $GOOGL #investing #MandA #stocks #cybersecurity #cloudcomputing -
Roblox Upgraded to Buy on Growth and Cost Savings
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Roblox rising: Benchmark, Roth MKM raise to Buy on growth, cost savings The company has “entered a new phase” https://
thetechnologyletter.com/the-posts/robl
ox-rising-benchmark-roth-mkm-raise-to-buy-on-growth-cost-savings
… $RBLX #investing #virtualreality #virtualworlds #metaverse #stocks #Roblox -
Palantir CTO: Generative AI Will Become Just a Commodity
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Palantir CTO: generative AI will be just a commodity No one company will have a “moat” because of this stuff. https://
thetechnologyletter.com/the-posts/pala
ntir-cto-generative-ai-will-be-just-a-commodity
… $PLTR $MSFT $GOOGL @PalantirTech @OpenAI #Investing #AI #artificialintelligence #ChatGPT