Meta, Microsoft, and Google’s Q2 result, the message was clear: —this is why corporate AI investment is only going to increase, not decrease.
Category: Capital Expenditure
How staggering are 5 Tech giants’ AI capital expense
Five tech giants’ AI capital expense is projected to approach $400 billion in 2025, even exceeding the EU’s defense budget for the entire year of 2024
Why market fall after Q2 2024 earning report?
Except for a few companies, such as Apple, Meta, PayPal, Shopify, and MercadoLibre , most of the US listed companies have Q2 earning reports were generally poor. What’s more important: Most companies’ financial forecasts are disappointing, exacerbating market concerns, which is more lethal to stock prices than the results of quarterly earnings reports that have already occurred.
How much does generative AI cost?
A few days ago, I published a post “Why software underperforming amid the AI craze?”, Today’s article lists some practical examples and figures for your reference, so that readers can have an idea of generative AI cost.
PayPal’s current crisis and appeal
PayPal in my two books In my book “The Rules of Super Growth Stocks Investing“: In the book “The Rules of 10 Baggers“: How bad is it? The pandemic catalyst is no longer In the two or three years before 2021, PayPal’s stock price, like most technology stocks, has repeatedly hit new highs. Since the … Continue reading “PayPal’s current crisis and appeal”