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.
Booking.com (BKNG) continues to delivers strong growth. But is the travel trend slowing down? Let’s take a closer look.
Ecolab (ECP) stock used to be a steady riser. But inflation and COVID knocked profits (and the stock) down. Now ECL looks good again.
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).
There seems to be a Starbucks (SBUX) in every neighborhood. And management still sees profits growing 15% to 20% this year.
Demand for Supermicro Computer’s (SMCI) rack scale solutions remain strong, particularly for NVIDIA generative AI GPUs.
The Magificent 7 stocks — Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla — have done well. Can they climb higher?
Amazon (AMZN) management sees AI adding tens of billions of dollars in revenue per year to AWS revenue in the upcoming years.
Apple (AAPL) might have a catalyst in its Apple Vision Pro. Good. It needs one with total revenue down 1% last quarter.
Datadog’s (DDOG) stock rebounded as consumption trends from existing customers accelerated last quarter.
Old Dominion Freight Line (ODFL) is expected to have profit growth return to normal in 2024 Q1. But the news seems priced in.