AI-generated content in$アルファベット クラスC(GOOG.US)$search results continues to grow at a disturbing rate. The % of websites with AI content this month was almost twice the % last year, climbing to almost 12% The spread of AI generated content has a few implications for $GOOG and several companies in the media/internet space… Perversely, I think this trend benefits Google. As more AI content saturate the search results, it makes it even more competitive for companies to compete for limited digital ...
$セールスフォース(CRM.US)$seems better TA but predict is always difficult. The fact that counts is that everbody suppose the same ... so we have synchronisation?
-Cloud spend continues to have growth. 27% of total IT spend in cloud and 42% of workloads in cloud. -AI spend remains early. Vast majority of respondents indicated AI spend this year will be <5% of total budget -$マイクロソフト(MSFT.US)$/ OpenAI remains preferred model / infra by far.$アマゾン・ドット・コム(AMZN.US)$/ Anthropic a distant second [bear in mind these are traditional, legacy enterprises being surveyed – not AI startups] -Big 4 recipients of cloud spend are$マイクロソフト(MSFT.US)$, ...
EnjoyTheProcess :
I am a subscriber. Whether u show face or not doesn't matter to me. What I value is your content and consistency and your earnest sharing. Keep it up!
LightWhat :
Besides interest rate cut which still in forcasting to nowhere, inflation remain high for too long period of time, economy still growing strong above norm, ya but “if” just be onwards that Q1 corporate earning stalled (no drop) and below “analysts” expectations, I doubt the market will continuing staying at this level from now. A small pullback of 3-4% still remain small if compare with 10% of so called in correction mode. I am worry market will continue pullback back base on TA as for now. Today ASML Q1 earnings might serve as true warning signal vs the outlook they gave in 2023Q4 are completely opposite especially related to semiconductor, AI related sector.
Money Thrill :
I read also the fundamentals of $セールスフォース (CRM.US)$ and they are very good for years 2024, 2025 and 2026. ROIC, revenue... etc and because the take over an enterprise do not always mean it is a bad investment? Analysts do also not know the future. A good CEO is very important
Money Thrill :
You see Nathan, it is going up ? There is much fear and volatility today ... difficult to stay rational and calm. I look always at the fundamentals, buy and buy more, or lease or lease more ... and hold for 1, 2, 3 years because we are for several years in Bull market if the war Israël Iran Gaza is not escalate ? Therefore I buyed also shares of Physical gold ... very good
RECAP Indexes opened green after an Iranian strike on Israel failed to cause widespread damage Saturday night, but stocks sold off big time in the afternoon on news that Israel would respond soon. Investors pulled back after 1 PM EST, and Treasury yields jumped by nearly 5% while the market sank. With preliminary closing numbers, the$S&P 500 Indexfell 1.20%, the$Dow Jones Industrial Averagefell 0...
DudeThatsDerpy :
Logistically, if war leads to oil supply shocks this would likely lead to inflation. Bonds may be predicting this, demanding a higher rate for their capital.
セールスフォースに関するコメント
How many rate cuts?
However, the expectation for rate cut has fallen from 6 cuts this year to 1 or 2. Will we really have a cut this year?
$SPDR S&P 500 ETF(SPY.US)$$S&P 500 Index(.SPX.US)$$インベスコQQQ 信託シリーズ1(QQQ.US)$$アルファベット クラスA(GOOGL.US)$$テスラ(TSLA.US)$$アップル(AAPL.US)$$エヌビディア(NVDA.US)$$アマゾン・ドット・コム(AMZN.US)$$マラソン・デジタル・ホールディングス(MARA.US)$$マイクロソフト(MSFT.US)$$メタ・プラットフォームズ(META.US)$$iShares Bitcoin Trust(IBIT.US)$$パランティア・テクノロジーズ(PLTR.US)$$アーム・ホールディングス(ARM.US)$$セールスフォース(CRM.US)$$スーパー・マイクロ・コンピューター(SMCI.US)$$NYダウ(.DJI.US)$
beginner
I sold it all…
$メタ・プラットフォームズ(META.US)$$セールスフォース(CRM.US)$$アルファベット クラスC(GOOG.US)$$クラウドフレア(NET.US)$$インベスコQQQ 信託シリーズ1(QQQ.US)$
The spread of AI generated content has a few implications for $GOOG and several companies in the media/internet space…
Perversely, I think this trend benefits Google.
As more AI content saturate the search results, it makes it even more competitive for companies to compete for limited digital ...
Highlights from Barclay’s CIO survey:
-AI spend remains early. Vast majority of respondents indicated AI spend this year will be <5% of total budget
-$マイクロソフト(MSFT.US)$ / OpenAI remains preferred model / infra by far. $アマゾン・ドット・コム(AMZN.US)$ / Anthropic a distant second [bear in mind these are traditional, legacy enterprises being surveyed – not AI startups]
-Big 4 recipients of cloud spend are $マイクロソフト(MSFT.US)$ , ...
Powell’s words
As such, the Fed is prepared to keep rates unchanged at current rate for as long as it is needed to bring inflation down.
These words are leaning towards hawkish. Looks like June’s cut is very likely not to happen now.
If this high interest rate environment goes on, it’s not good for the market.
$SPDR S&P 500 ETF(SPY.US)$$S&P 500 Index(.SPX.US)$$インベスコQQQ 信託シリーズ1(QQQ.US)$$テスラ(TSLA.US)$$アップル(AAPL.US)$$パランティア・テクノロジーズ(PLTR.US)$$アリババ・グループ・ホールディング(BABA.US)$$マラソン・デジタル・ホールディングス(MARA.US)$$コインベース(COIN.US)$$アマゾン・ドット・コム(AMZN.US)$$ネットフリックス(NFLX.US)$$ユナイテッドヘルス・グループ(UNH.US)$$マイクロソフト(MSFT.US)$$メタ・プラットフォームズ(META.US)$$アルファベット クラスA(GOOGL.US)$$セールスフォース(CRM.US)$
Yesterday some body buyed 31 thousands shares
I just bought $CRM Salesforce Stock!
$セールスフォース(CRM.US)$$クラウドストライク(CRWD.US)$$インベスコQQQ 信託シリーズ1(QQQ.US)$$SPDR S&P 500 ETF(SPY.US)$
コラムMarket in the Red After Treasury Yields Climb, Geopolitical Tensions Escalate | Wall Street Today
Indexes opened green after an Iranian strike on Israel failed to cause widespread damage Saturday night, but stocks sold off big time in the afternoon on news that Israel would respond soon. Investors pulled back after 1 PM EST, and Treasury yields jumped by nearly 5% while the market sank.
With preliminary closing numbers, the $S&P 500 Index fell 1.20%, the $Dow Jones Industrial Average fell 0...
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