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: Diversified Conglomerate
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
Apple’s Crisis Part 1: Apple Tariff Crisis Management Strategy Offers a Lesson for Business
Wall Street has given high praise to Apple’s strategy and the meticulous process used to handle the Apple Tariff Crisis, as well as the final results achieved.
Apple top three crises since its founding
This phenomenon is not the first time in Apple’s history, but it is the most serious one: Apple top three crises
Spectrum-X and Quantum-X switches, Nvidia’s new territory
Spectrum-X and Quantum-X silicon photonic switches, targeting back-end communication, that is, the exchange of massive data in data centers, rather than front-end communication
Magnificent Seven are experiencing a rare dark time
2025 is destined to be a painful year for the Magnificent Seven, and it seems that it has just begun. The share prices of the Magnificent Seven led the market decline, which is rare in history.
The importance of cash, Apple’s experience in using cash
Apple, managed by Steve Jobs, adopted a conservative financial policy and reserved more cash for the company’s research and development and operations. This was not unreasonable at the time, but Cook’s financial management was more efficient.
Why Meta share outperform peers in recent years?
In the storm of DeepSeek that hit American listed artificial intelligence companies hard, Meta was at the center of the storm. Among the major listed artificial intelligence companies, Meta was one of the very few stocks whose stock price not only did not plummet but also hit a new high.
Return rates of US tech ETFs
Retail investors also want to participate the stock return of tech stocks, but have no time or not allow to do active stock selection, US Tech ETFs might be your best bet.
ERP oligopoly SAP succeeds in AI and cloud transformation, How SAP makes money?
SAP’ is extremely important to the back-end operations of an enterprise. Without it, the daily operations of the enterprise will come to a halt.