Fllics14h ago

Big Tech earnings: Meta wows, Microsoft and Tesla mixed

Meta, Microsoft and Tesla kicked off earnings season for the so-called ‘Magnificent Seven’ companies, and it was the Facebook parent company that most impressed investors. Microsoft and Tesla, meanwhile, reported mixed results. #News #Reuters #Newsfeed #meta #microsoft #Tesla #magnificentseven #AIspending #Bigtech Read the story here: 👉 Subscribe: Keep up with the latest news from around the world: Follow Reuters…

https://fllics.com/en/video/big-tech-earnings-meta-wows-microsoft-and-tesla-mixed/

Big Tech earnings: Meta wows, Microsoft and Tesla mixed

Meta, Microsoft and Tesla kicked off earnings season for the so-called ‘Magnificent Seven’ companies, and it was the Facebook parent company that most impressed investors. Microsoft and Tesla, meanwhile, reported mixed results. #News #Reuters #Newsfeed #meta #microsoft #Tesla #magnificentseven #AI

Fllics
Ars Technica NewsDec 3
Microsoft drops AI sales targets in half after salespeople miss their quotas https://arstechni.ca/Q9tA #simulatedreasoning #AIinfrastructure #MicrosoftCopilot #machinelearning #cloudcomputing #enterpriseAI #generativeai #AIadoption #AIspending #agenticAI #microsoft #AIagents #SRmodels #copilot #foundry #Biz&IT #azure #AI
Microsoft drops AI sales targets in half after salespeople miss their quotas

Report: Microsoft declared "the era of AI agents" in May, but enterprise customers aren't buying.

Ars Technica
Hacker NewsNov 9

AI isn't replacing jobs. AI spending is

https://www.fastcompany.com/91435192/chatgpt-llm-openai-jobs-amazon

#HackerNews #AIjobs #AIspending #FutureOfWork #TechTrends #Automation

AI isn't replacing jobs. AI spending is

Big spending on artificial intelligence puts pressure on jobs, as gloomy narratives about the future of work are ironically making new graduates less employable.

Fast Company
Hacker NewsOct 11

How much revenue is needed to justify the current AI spend?

https://pracap.com/an-ai-addendum/

#HackerNews #AIRevenue #AIspending #BusinessStrategy #TechInvestments #FinancialAnalysis

An AI Addendum

Last month, I chose to strip away all the hubris around AI and ask one simple question, one that oddly no one had really bothered to ask; how much revenue is needed to justify the current level of capex spend and give AI investors a return on their capital?? I clearly hit a nerve in […]

Praetorian Capital
Yonhap Infomax NewsSep 17
Morningstar warns that the AI-driven semiconductor boom may peak this year, with growth expected to slow in 2025 as macroeconomic risks rise and chip demand weakens.
#YonhapInfomax #Morningstar #AISpending #SemiconductorBoom #MemoryChips #MacroeconomicRisks #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=82055
Morningstar Says AI Growth to Slow Next Year—Semiconductor Downturn Expected

Morningstar warns that the AI-driven semiconductor boom may peak this year, with growth expected to slow in 2025 as macroeconomic risks rise and chip demand weakens.

Yonhap Infomax
Yonhap Infomax NewsFeb 12, 2025
Guggenheim downgrades Snap to Neutral, citing increased AI spending and delayed profitability timeline, while lowering price target to $11
#YonhapInfomax #Guggenheim #Snap #AISpending #Profitability #InvestmentDowngrade #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=50565
Guggenheim Downgrades Snap to Neutral on AI Spending Impact on Profitability

Guggenheim downgrades Snap to Neutral, citing increased AI spending and delayed profitability timeline, while lowering price target to $11

Yonhap Infomax