Meta, eBay, Roku surge, Wolfspeed drops Wolfspeed’s outlook with new Mohawk Valley fab now running falls short of consensus. https://
thetechnologyletter.com/the-posts/meta
-ebay-roku-surge-wolfspeed-drops
… $EBAY $META $WOLF $ROKU $NOW #investing #stocks #earningsseason #siliconcarbide #semiconductors
MARKET TRENDS
-
Wolfspeed misses outlook despite Mohawk Valley fab operations
By
–
-
Machine Learning AI Banking Finance 2023 Crisis Prevention
By
–
Applications of Machine Learning and AI in Banking and Finance in 2023: Introduction Could the American recession of 2008-10 have been avoided if machine learning and artificial intelligence had been used to anticipate the stock market, identify hazards,… https://
analyticsvidhya.com/blog/2023/03/m
achine-learning-and-ai-in-banking-and-finance/?utm_source=dlvr.it&utm_medium=twitter
… -
How Partnerships are Changing the Tech Industry
By
–
How Partnerships are Changing the Tech Industry Check my article and video interview with David Shepherd, from @GoIvanti , at #MWC23 in #Barcelona https://
linkedin.com/pulse/how-part
nerships-changing-tech-industry-harold-sinnotttrackingId=2B4nQRVsVSY2B0QVXQwaaMDg3D3D/?trackingId=4nQRVsVSY0QVXQwaaMDg
… #TechAhead @GSMA #IvantiPartner #Ad #Technology #AI #IoT #5G #FutureOfWork #RemoteWork #HybridWork -
Roku’s Path to Profitability: Spending and Workforce Challenges
By
–
Will Roku’s rampant spending ever give way to profit? asks Moffett-Nathanson Will laying off a lot more people be one solution? https://
thetechnologyletter.com/the-posts/will
-rokus-rampant-spending-ever-give-way-to-profit-asks-moffett-nathanson
… $ROKU $NFLX $DIS #Streaming #earningsseason #advertising #AVOD -
Market volatility threatens investor confidence in AI sector
By
–
Well, our nerves need to settle or this will be a blood bath.
-
Itaú Unibanco Tests Starlink Satellite Internet at Branch
By
–
Itaú Unibanco is the Country’s First Bank to Initiate Connection Tests Using Starlink Network at a Branch: In partnership with SC Caprock, Itaú Unibanco has begun testing how low orbit satellite internet could bring a better… https://
microwavejournal.com/articles/40061
-itau-unibanco-is-the-countrys-first-bank-to-initiate-connection-tests-using-starlink-network-at-a-branch?utm_source=dlvr.it&utm_medium=twitter
… #5G #Network #IoT -
Google Microsoft AI spending estimates inflect upward significantly
By
–
Elevator going up for Google, Microsoft spending After a year of declining estimates, things just inflected in a significant way. https://
thetechnologyletter.com/the-posts/elev
ator-going-up-for-google-microsoft-spending
… $MSFT $GOOGL $ANET $NVDA #investing #AI #artificialintelligence #cloud #earningsseason -
Anthropic Partners with Scale to Expand Claude Availability
By
–
Our CEO Dario Amodei says: “Partnering with Scale allows us to bring our useful model, Claude, to more customers in a thoughtful, scalable way…. I'm excited about this partnership and the work we'll do together to positively shape the future of AI.”
-
Cloud War Escalates: Microsoft and Google’s AI Infrastructure Arms Race
By
–
The cloud war is on for Microsoft and Google: A new arms race Willing to spend whatever is required for dominance $GOOGL $MSFT $ANET $NVDA $DLR $EQIX $CSCO $CIEN $JNPR $AMD $INTC https://
thetechnologyletter.com/the-posts/the-
cloud-war-is-on-for-microsoft-and-google-a-new-arms-race
… #investing #earningsseason -
New Book: Metaverse, Web3, Blockchain Transform Business
By
–
Exciting news! My latest book, "The Future Internet: How the Metaverse, Web 3.0, and Blockchain Will Transform Business and Society" is now available for pre-release! https://
amzn.to/40BadoN #AI #Metaverse #Web3 #Blockchain #DigitalTransformation #FutureTech #NewBook