Internet - AI and Margin Expansion Still Key Themes
US internet and software companies delivered mixed performances in 1Q24 in terms of revenue growth: advertising and cloud services revenue growth...
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Meta (META US) - Launch of the AI investment cycle
Looking ahead, Meta expects to start a multi-year investment cycle to build full-scale AI capabilities and enhance monetization.
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US Digital Advertising – AI-Empowered Digital Transformation
International advertising market (global ad market ex-China, same below unless otherwise specified) still has ample room for further digital...
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Semi - Hyperscalers’ FY23 Results Review
This capex boost further confirms our perspective on the ongoing AI momentum into 2024, driven by strong demand for building computing capacity.
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Technology (Hardware/Semi): CSP3 & Meta Ramp up Spending to Stay at the AI Front Line
Post 3Q earnings, investors have regained confidence in AI capital spending for the next few quarters. Amazon/Microsoft/Alphabet/Meta (“CSP3 &...
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