Cloudflare’s (NET) Workers AI Could Be the Next Big Thing in Artificial Intelligence
Cloudflare (NET) could be a leader in the AI space with its Workers AI platform which allows users to run machine learning models.
Cloudflare (NET) could be a leader in the AI space with its Workers AI platform which allows users to run machine learning models.
Fiserv (V) is a true value as profits are growing at a high-teens rate yet the stock has a P/E of just 15. I envision a solid move higher.
DoubleVerify (DV) monitors digital ads for advertisers. The ad space has been weak, but now it looks like ad spending is back.
Last quarter, Palantir’s (PLTR) US commercial business grew 33% year-over-year driven by the company’s AI Platform (AIP).
Demand for Supermicro Computer’s (SMCI) rack scale solutions remain strong, particularly for NVIDIA generative AI GPUs.
Amazon (AMZN) management sees AI adding tens of billions of dollars in revenue per year to AWS revenue in the upcoming years.
Datadog’s (DDOG) stock rebounded as consumption trends from existing customers accelerated last quarter.
Confluent (CFLT) made its first profit since the stock had its IPO. But two bad news items sent the shares lower after earnings.
MercadoLibre (MELI) had 66% revenue growth in Mexico last quarter — with 40% growth in Brazil — as MELI’s rapid growth continues.
One of Arista Networks’ (ANET) largest customers (Meta) expects higher infrastructure related costs in 2024. That’s good news for ANET.
Wingstop (WING) delivered blowout results last quarter as profits soared 53% and beat estimates of 13%.
High interest rates are causing consumers to hang onto their old cars longer, which is good for O’Reilly Automotive (ORLY).