categories
HOT TOPICS
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Cloud Stocks: Salesforce Preps to Enter Veeva’s Territory
Veeva (NYSE: VEEV) recently announced its quarterly results that continued to impress the market. Vault CRM continues to remain the buzz word for Veeva as Salesforce gears up for more direct competition with it.
Cloud Stocks: Tempus AI Eyes Expansion in Japan
Recently listed Tempus AI (Nasdaq: TEM) announced their first results since it went public. The company announced a strong performance driving its stock upwards.
Cloud Stocks: Analysis of Salesforce’s Tenyx Acquisition
Recently, Salesforce (NYSE: CRM) announced its second quarter results that beat the market expectations and helped the stock climb 4% in the after-hours trading session. The company remains focused on AI, and recently announced the acquisition of Tenyx to continue to add to its AI portfolio.
Cloud Stocks: MongoDB Builds on Atlas’ Capabilities
MongoDB (Nasdaq: MDB) reported its second quarter results earlier this week that surpassed market expectations. The company continues to invest in AI tools and capabilities that are helping drive the adoption of Atlas.
IPOs 2024: Reddit Explores Monetizing Through Data Licensing
Social engagement player Reddit (NYSE: RDDT) finally went public earlier this year. Reddit had been eyeing a listing for a while and had filed an S1 in 2022. But the market conditions delayed the listing. The recent listing appears to be doing well so far.
Cloud Stocks: Amazon Sees Great Demand for its Gen AI Chips
Amazon (NASDAQ: AMZN) recently announced its second-quarter results that missed market expectations on revenue. Its stock tumbled on its revenue miss and weak outlook.
Meta Unveils Long Term AI Use Case Potential
Meta (Nasdaq: META), formerly Facebook, announced its quarterly results last week that outpaced market expectations. The market is also buoyed by the longer term vision for AI that Meta shared across its product portfolio.
Cloud Stocks: Microsoft Trying Hard to Keep up with AI Demand
This week, Microsoft (Nasdaq: MSFT) announced its fourth quarter results that surpassed market expectations. However, its Azure growth missed analyst estimates, the first time in two years, primarily due to supply constraints in meeting the Azure AI demand.