Monday.com Is Bringing AI Into Its Offerings
Our fair value estimate for Monday is $332 per share. This implies a fiscal 2025 adjusted price/earnings ratio of 94 times and a fiscal 2025 enterprise value/sales of 13. Our discounted cash flow ...
If I Could Buy Only One Cloud Computing Stock, This Would Be It
The company is also seeing a slowdown in its Azure cloud services business, triggered by capacity constraints. Start Your Mornings Smarter! Wake up with Breakfast news in your inbox every market day.
CRN14h
Parallels CEO Quarles: Citrix Migrations Still ‘Big’ Business For Partners
Alludo brand Parallels launches a new partner program amid competition with Citrix, VMware, Omnissa in VDI, DaaS, ...
Microsoft Corporation (MSFT): A Bull Case Theory
We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...
Microsoft18h
Personalization at scale: How cloud and AI are redefining customer engagement
For organizations ready to embrace the future, building the right infrastructure is the first step toward achieving ...
MSI Prestige 16 AI Evo (B2HM) hands-on: Does this Intel Arrow Lake business laptop hit the target?
MSI has refreshed the Prestige 16 AI Evo with the latest Intel Core Ultra 200H series processors, offering over 15 hours of ...
DeepSeek hired talent from Microsoft’s controversial AI research lab in China
Several DeepSeek employees honed their skills at Microsoft’s controversial artificial intelligence research labs in China ...
Google's AI lab CEO said DeepSeek is China's 'best work' he's seen so far but that it showed 'no actual new scientific advance'
"It's using known techniques, actually many of the techniques we invented at Google and at DeepMind," Demis Hassabis said on ...
The 180-Year-Old Economic Principle Everyone Is Suddenly Talking About Thanks To AI
Jevons Paradox has found a new audience with AI evangelists.
Alphabet Shares Tumble on Cloud Revenue Shortfall. Is This a Buying Opportunity for the Stock?
Meanwhile, the company expects the launch of its new Gemini 2.0 AI model to help drive growth as it moves closer to being a ...
Amazon profits last year soared, but growth is slowing
Amazon’s increased spending comes after a few years of cost-cutting from the company. Jassy announced layoffs in 2022 that ...
Microsoft Corporation (MSFT): Analysts See Long-Term Opportunity Despite Cloud Revenue Concerns
Discussing DeepSeek, Vedyakhin has noted that since the launch of its models, Sberbank has compared them to GigaChat MAX, its ...