Will Meta Win the Digital Advertising Race?

Meta’s (Nasdaq: META) recently announced quarterly results that outpaced market expectations and sent the stock climbing 10% in the after-hours trading session. This was the tenth straight quarter that Meta surpassed the outlook.

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Cloud Stocks: Atlassian Targets Enterprises with System of Work Offerings

Enterprise collaboration solutions provider Atlassian (Nasdaq: TEAM) announced its results yesterday that outpaced market expectations. However, a weaker outlook did not please the market.

Cloud Stocks: Palantir Crosses $1 Billion Quarterly Revenues

Yesterday Palantir (NYSE: PLTR) announced its second quarter earnings that outpaced market expectations. For the first time ever, the company crossed the quarterly run rate of billion dollars in revenues. The company is benefitting from the present US government. 

Cloud Stocks: Amazon Accelerates Investments in AI

Yesterday, Amazon (NASDAQ: AMZN) announced its second quarter results that surpassed market expectations, but the stock fell 3% in the after-hours session due to worries about geo-political conditions.

Cloud Stocks: Microsoft and OpenAI Deal with Partnership Issues

Microsoft (Nasdaq: MSFT) continues to benefit from its AI investments. Yesterday, it announced its fourth quarter results that surpassed market expectations and sent the stock soaring 7% in the after-hours trading session.

Cloud Stocks: Analysis of IBM’s Hakkoda Acquisition

IBM (NYSE:IBM) reported its second quarter results earlier this week that outpaced market expectations. Despite the headwinds due to the current geo-political situation, IBM reiterated its outlook for the rest of the year.

Cloud Stocks: Alphabet Evolves Search to Manage AI

Yesterday, Alphabet aka Google (Nasdaq: GOOG) announced its second quarter results that soared past market expectations. Google is investing heavily in AI to address the evolving landscape.

Is Netflix going to do AI Generated Content?

Yesterday, Netflix (Nasdaq: NFLX) reported its second quarter results that surpassed market expectations. The better than anticipated results were driven by a culmination of higher members, higher ad revenues, and higher pricing.

Cloud Stocks: ASML Faces a Tough Road Ahead

According to a recent report, the global Extreme Ultraviolet Lithography (EUV lithography) market is estimated to be a $23.7 billion industry this year and is forecast to grow 9.5% annually to $37.3 billion by 2030. The increasing demand from AI, 5G, and high-performance computing is driving the growth in the industry. Netherlands-based ASML (NASDAQ: ASML), the only producer of the machines, announced second quarter results that outpaced market expectations. But a slower outlook has sent the stock tumbling 7% soon after the European markets opened for trading.

Analysis of CrowdStrike’s Adaptive Shield Acquisition

According to a recent report, the global endpoint security market is expected to grow at 6% CAGR to reach $38.3 billion by 2030 from $27.5 billion in 2025. Leading player CrowdStrike (NASDAQ: CRWD) announced its first quarter results last month. It gave a weak outlook for the current quarter.