ecommerceshares
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$Apple(AAPL.US$ $Microsoft(MSFT.US$
👉 Key Highlights:
📍 Apple renews negotiations with OpenAI for potential integration in iOS 18.
📍 Discussions also ongoing with Google for its Gemini chatbot technology.
📍 Apple explores dual deals to enhance iPhone's AI capabilities.
📍 No final decision made; options include OpenAI, Google, or another provider.
📍 iOS 18 to feature new AI tools with enhanced privacy and integration.
📍 Apple a...
👉 Key Highlights:
📍 Apple renews negotiations with OpenAI for potential integration in iOS 18.
📍 Discussions also ongoing with Google for its Gemini chatbot technology.
📍 Apple explores dual deals to enhance iPhone's AI capabilities.
📍 No final decision made; options include OpenAI, Google, or another provider.
📍 iOS 18 to feature new AI tools with enhanced privacy and integration.
📍 Apple a...
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ecommerceshares
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$Meta Platforms(META.US$ $Tesla(TSLA.US$ $Microsoft(MSFT.US$ $Alphabet-A(GOOGL.US$ $NVIDIA(NVDA.US$
👉 Key Highlights:
📍 Homeland Security announces new AI safety advisory board.
📍 Notable CEOs from OpenAI, Microsoft, Google, Nvidia included.
📍 Zuckerberg and Musk conspicuously absent from the board list.
📍 Board to guide on protecting against AI-related disruptions.
📍 Advisory includes corporate executives and civil rights advocates.
📍 Fei...
👉 Key Highlights:
📍 Homeland Security announces new AI safety advisory board.
📍 Notable CEOs from OpenAI, Microsoft, Google, Nvidia included.
📍 Zuckerberg and Musk conspicuously absent from the board list.
📍 Board to guide on protecting against AI-related disruptions.
📍 Advisory includes corporate executives and civil rights advocates.
📍 Fei...
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ecommerceshares
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$Alphabet-C(GOOG.US$ $Alphabet-A(GOOGL.US$ $80.5B Revenue, EPS at $1.89, up 15%!
👉 Financial Performance:
➡️ Revenue: $80.5 billion, a 15% increase, reflecting strong Search, YouTube, and Cloud growth.
➡️ Operating Income: Rose to $25.47 billion, up 32% year over year.
➡️ Net Income: Increased to $23.66 billion, up 15% compared to last year.
➡️ EPS: Diluted earnings per share grew to $1.89, marking an increase.
👉 Business Segments:
➡️ Google Search & Other: Revenue up ...
👉 Financial Performance:
➡️ Revenue: $80.5 billion, a 15% increase, reflecting strong Search, YouTube, and Cloud growth.
➡️ Operating Income: Rose to $25.47 billion, up 32% year over year.
➡️ Net Income: Increased to $23.66 billion, up 15% compared to last year.
➡️ EPS: Diluted earnings per share grew to $1.89, marking an increase.
👉 Business Segments:
➡️ Google Search & Other: Revenue up ...
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ecommerceshares
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$Snap Inc(SNAP.US$ $1.2B Revenue, Non-GAAP EPS at $0.03, up 21%!
👉 Financial Performance:
➡️ Revenue: Reached $1.2 billion, marking a 21% increase, fueled by strong advertising solutions.
➡️ Operating Loss: Reduced to $333 million, showing a 9% improvement.
➡️ Net Loss: Decreased to $305 million, a 7% betterment from last year.
➡️ Adjusted EBITDA: Dramatically rose to $46 million from just $813 thousand.
👉 User Engagement:
➡️ Daily Active Users (DAUs): Grew to 422 mill...
👉 Financial Performance:
➡️ Revenue: Reached $1.2 billion, marking a 21% increase, fueled by strong advertising solutions.
➡️ Operating Loss: Reduced to $333 million, showing a 9% improvement.
➡️ Net Loss: Decreased to $305 million, a 7% betterment from last year.
➡️ Adjusted EBITDA: Dramatically rose to $46 million from just $813 thousand.
👉 User Engagement:
➡️ Daily Active Users (DAUs): Grew to 422 mill...
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$Microsoft(MSFT.US$
📍 Record-Breaking Cloud Revenue: Microsoft Cloud surpassed $35 billion in revenue, marking a 23% increase. This growth highlights the robust performance and scaling of Microsoft's cloud services.
📍 AI Expansion and Innovations: Microsoft is deepening its AI capabilities through partnerships and the development of proprietary AI accelerators. Notably, over 65% of the Fortune 500 companies are now utilizing Azure Op...
📍 Record-Breaking Cloud Revenue: Microsoft Cloud surpassed $35 billion in revenue, marking a 23% increase. This growth highlights the robust performance and scaling of Microsoft's cloud services.
📍 AI Expansion and Innovations: Microsoft is deepening its AI capabilities through partnerships and the development of proprietary AI accelerators. Notably, over 65% of the Fortune 500 companies are now utilizing Azure Op...
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ecommerceshares
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$Tesla(TSLA.US$ $Microsoft(MSFT.US$ $Alphabet-A(GOOGL.US$ $Amazon(AMZN.US$ $Meta Platforms(META.US$
👉 Key Highlights:
📍 xAI is close to raising $6 billion at an $18 billion valuation.
📍 Sequoia Capital among key investors in this funding round.
📍 Funding to bolster Grok, xAI's chatbot, against competitors like ChatGPT.
📍 Deal expected to close within two weeks.
📍 Represents one of the largest funding rounds in AI startups.
👉 Why This Matters:
📍 Majo...
👉 Key Highlights:
📍 xAI is close to raising $6 billion at an $18 billion valuation.
📍 Sequoia Capital among key investors in this funding round.
📍 Funding to bolster Grok, xAI's chatbot, against competitors like ChatGPT.
📍 Deal expected to close within two weeks.
📍 Represents one of the largest funding rounds in AI startups.
👉 Why This Matters:
📍 Majo...
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ecommerceshares
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$Meta Platforms(META.US$
📍 AI and Product Development: Mark Zuckerberg highlighted 2023 as Meta's "year of efficiency," focused on making Meta a stronger tech company. Significant advancements were made in AI, leading to the rollout of Meta AI assistant and the introduction of AI-powered generative features across apps.
📍 Infrastructure Expansion: Meta plans to significantly increase its compute capacity, expecting to have around 600k H100...
📍 AI and Product Development: Mark Zuckerberg highlighted 2023 as Meta's "year of efficiency," focused on making Meta a stronger tech company. Significant advancements were made in AI, leading to the rollout of Meta AI assistant and the introduction of AI-powered generative features across apps.
📍 Infrastructure Expansion: Meta plans to significantly increase its compute capacity, expecting to have around 600k H100...
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ecommerceshares
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$ASML Holding(ASML.US$
👉 Key Highlights:
📍 ASML intends major expansion in Eindhoven, near current HQ.
📍 Dutch government commits $2.7 billion to regional infrastructure.
📍 Expansion aims to prevent ASML's relocation abroad.
📍 Brainport Industries Campus identified as expansion site.
📍 Move to support business growth, set to double in next decade.
📍 24,000 employees in the Netherlands to benefit from expansion.
👉 Context/Background:
ASML, ...
👉 Key Highlights:
📍 ASML intends major expansion in Eindhoven, near current HQ.
📍 Dutch government commits $2.7 billion to regional infrastructure.
📍 Expansion aims to prevent ASML's relocation abroad.
📍 Brainport Industries Campus identified as expansion site.
📍 Move to support business growth, set to double in next decade.
📍 24,000 employees in the Netherlands to benefit from expansion.
👉 Context/Background:
ASML, ...
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$Microsoft(MSFT.US$ $NVIDIA(NVDA.US$
👉 Key Highlights:
📍 Microsoft targets 1.8 million GPUs by end of 2024.
📍 Plans to triple GPU supply this year.
📍 GPUs to power advanced generative AI applications.
📍 Partnership with OpenAI at core of strategy.
📍 Projected spending of $100 billion on GPUs and data centers through 2027.
📍 Competing with Meta and others in massive GPU acquisitions.
📍 Developing own AI chips to lessen Nvidia dependency.
👉...
👉 Key Highlights:
📍 Microsoft targets 1.8 million GPUs by end of 2024.
📍 Plans to triple GPU supply this year.
📍 GPUs to power advanced generative AI applications.
📍 Partnership with OpenAI at core of strategy.
📍 Projected spending of $100 billion on GPUs and data centers through 2027.
📍 Competing with Meta and others in massive GPU acquisitions.
📍 Developing own AI chips to lessen Nvidia dependency.
👉...
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ecommerceshares
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$Tesla(TSLA.US$
👉 Key Highlights:
📍 Tesla issues WARN notice for 285 layoffs in Buffalo, NY.
📍 Layoffs represent 14% of Tesla’s Buffalo workforce.
📍 Total employees affected across sites total 2,032.
📍 60-day notice period mandated by WARN Act.
👉 Key Highlights:
📍 Tesla issues WARN notice for 285 layoffs in Buffalo, NY.
📍 Layoffs represent 14% of Tesla’s Buffalo workforce.
📍 Total employees affected across sites total 2,032.
📍 60-day notice period mandated by WARN Act.
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