Hyperscalers’ Cloud Revenue and Capex Update
Hyperscalers' revenues and cloud revenues are accelerating from 1Q25, Capex set to increase significantly in the coming years.
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Tactical Alert: Undervalued Stocks Poised to Rally This Week
China Mobile (941 HK) and Meta (META US) are both oversold according to our quantitative models, with China Mobile showing a bullish pattern...
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Hyperscale Capex Is Maintained or Increased No Cuts or Postponement Capacity Constrain at AMZN GOOG
Hyperscalers maintain or increase Capex, mention capacity constraints. Financial statements show improving margins, higher capex and higher free...
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EQD | DeepSeek's New AI: Price Supports and Broader Implications for META, NVDA, S&P 500, Nasdaq 100
DeepSeek's latest AI release is shaking markets, tech companies like NVDA and META are plummeting, causing US Indices to follow suit. Analysis of...
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Tech News: Smartphone and PC Stabilize. Semicon Capex Cuts. Cloud Capex Up. TSMC Increasing Prices.
Smartphone and PC small growth in 2024 and 2025, but Silicon content in processors and DRAM will increase. Semiconductor Capex cuts in 2025. Cloud...
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