Microsoft surges as Q3 beats on better-than-expected cloud revenue Not too shabby, albeit expectations were low. https://
thetechnologyletter.com/the-posts/micr
osoft-surges-as-q3-beats-on-better-than-expected-cloud-revenue
… $MSFT #investing #stocks #cloudcomputing #AI #artificialintelligence #ChatGPT
@tiernanraytech
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Microsoft Q3 beats expectations with strong cloud revenue growth
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Mega-Cap Tech Earnings: Amazon, Alphabet, Microsoft Face Weak Trends
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Mega-Cap earnings: Amazon, Alphabet, Microsoft contend with lousy trends A very low bar to cross. https://
thetechnologyletter.com/the-posts/mega
-cap-earnings-amazon-alphabet-microsoft-contend-with-lousy-trends
… $AMZN $MSFT $GOOGL $INTC $TXN #investing #earningsseason #cloudcomputing #advertising -
Tech Giants Earnings Week and Generative AI Developments
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The TL Podcast for April 24th, 2023: Earnings week for tech’s giants, and the next ‘generative’ AI Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-april-24th-2023-earnings-week-for-techs-giants-and-the-next-generative-ai
… $AMZN $GOOGL $MSFT $META $ENPH $CDNS $WOLF $TSLA $PSTG $TSM $AMAT $ASML $IBM $NFLX $ANET $JNPR -
AI Inferencing Drives Semiconductor Design Evolution
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Cadence Design falls, but consider the AI opportunity This AI inferencing thing can be an epic sea-change for chip design activity. https://
thetechnologyletter.com/the-posts/cade
nce-design-falls-but-consider-the-ai-opportunity
… $CDNS $SNPS $MSFT $AMAT $INTC $NVDA $AMD $KLAC $LRCX $ASML @OpenAI #investing #semiconductors #AI #ChatGPT -
JP Morgan bullish on Amazon despite soft retail sales
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The very modest argument in favor of Amazon at JP Morgan Improving free cash flow is key. https://
thetechnologyletter.com/the-posts/amaz
on-despite-soft-retail-best-idea-says-jp-morgan
… $AMZN #ecommerce #retailsales -
Hyena Technology Surpasses GPT-4 Memory Limitations
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This new technology could blow away GPT-4 and everything like it The Hyena code is able to handle amounts of data that make GPT-style technology run out of memory and fail. #AI #artificialintelligence #machinelearning #OpenAI #ChatGPT https://
zdnet.com/article/this-n
ew-technology-could-blow-away-gpt-4-and-everything-like-it/
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IBM signals strength in enterprise software market
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IBM is a positive sign for software Business to business apps show ‘no sign of weakness’ https://
thetechnologyletter.com/the-posts/ibm-
is-a-positive-sign-for-software
… $IBM $CRWD $CFLT $OKTA $NET $DT $HCP #investing #software #IBM #DevOps #DevSecOps -
Tesla Self-Driving Challenges: Beyond AI Hype
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Tesla can fix gross margin, but self-driving? Nope Don’t believe the AI hype https://
thetechnologyletter.com/the-posts/tesl
a-can-fix-gross-margin-but-self-driving-nope
… $TSLA #artificialintelligence #AI #Tesla #EVs -
ASML Drops: Market Expectations and AI Hardware Impact
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ASML drops: the law of very large expectations It’s not the end of the world. https://
thetechnologyletter.com/the-posts/asml
-drops-the-law-of-very-large-expectations
… $ASML $AMAT $KLAC $LRCX -
Netflix Paid Sharing Strategy Fails to Drive Expected Revenue Growth
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Netflix sells off: so far, ‘paid sharing’ appears not to be accomplishing anything Are the ‘borrowers’ already walking away? https://
thetechnologyletter.com/the-posts/netf
lix-sells-off-so-far-paid-sharing-appears-not-to-be-accomplishing-anything
… $NFLX #investing #streamingvideo #Netflix