Supermicro will continue to dominate the high-growth niche of AI servers. TSMC will remain the linchpin of the semiconductor and AI markets.
Microsoft topped estimates in its earnings report and finished flat after hours. Alphabet shares slipped after its ad revenue was on the light side.
Google's parent company, Alphabet, reported positive Q4 and full-year 2023 earnings with a 13% revenue growth in Q4 and EPS up 56% YoY. Despite the good results, the stock dropped 8% from its 52-week
The company's still-dominant search and digital advertising businesses continue to grow at a significant pace. The success of Google Cloud could bolster its AI advancements.
Meta Platforms announced strong earnings last week. It also announced that it will start paying dividends.
Alphabet Inc's (NASDAQ: GOOGL) stock price remains in the green zone in 2024, aligning with the overall bullish sentiment exhibited by technology and communication services equities.

2 AI Stocks I'm Going "All In" On In 2024

03:45am, Saturday, 03'rd Feb 2024
The AI market is projected to surpass $1 trillion before 2030. Alphabet has a powerful tool at its disposal with its new AI model, Gemini.
Challenges include limited growth opportunities, anti-trust investigations hindering M&As, and competitive pressures. The two DCF models present differing perspectives, with one suggesting a fair pric
Given their enormous earnings power and growth profiles, it is hard to argue with the group's market leadership. Of the bunch, only NVIDIA remains to report.
Many sailed higher thanks to the results of two giant peers. Meta Platforms and Amazon both delivered excellent quarterly results the previous day.
SAN FRANCISCO, Feb 2 (Reuters) - Completely driverless vehicles traveled nearly 3.3 million miles in California last year, over five times the previous year's total, even as concerns rose in the wake
We saw a slew of earnings this week from the market's leading stocks, and they didn't disappoint. In addition to many other companies that reported earnings, five of the ‘Magnificent 7' informed us
Google parent company Alphabet this week reported a $1.2 billion charge in the fourth quarter to exit office space, a notable cost that largely flew under under the radar in a hectic week, according t
Nvidia has a stranglehold on the growing AI chip market. Alphabet could have more consumer data than any company on Earth.
A perfect storm is coming for Google Search. Nimbler, hungrier artificial intelligence startups like Perplexity and Arc are hot on its tail, with generative AI-powered responses that are cleaner and e
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