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Wolfe - 2 Alex Zukin - 2 Michael Bloom - 2 Paul Meeks - 1 Merrill Lynch - 1 Piper Sandler - 1 OpenAI - 1 Amy Hood - 1
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☆ Are companies beyond Nvidia actually profiting from AI yet? Microsoft earnings to be litmus test
  + stars: | 2024-01-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
Microsoft earnings due out later this month could serve as the next major test for artificial intelligence as investors hunt for signs that the buzzy technological innovation is actually boosting companies' bottom lines. Nvidia has been an exception, blowing past Wall Street's guidance for the past few quarters due to AI tailwinds . The remarks led some Wall Street analysts to fret over a delayed ramp-up in AI availability. "There are going to be some outliers, but for the most part there is more risk-reward related to AI going into this earnings period." More loosely, Wall Street analysts have expressed concerns about AI monetization and expectations across the sector heading into the fourth-quarter reporting period.
Persons: Paul Meeks, Merrill Lynch, Piper Sandler, OpenAI, Amy Hood, Copilot, Micrsoft, Meeks, Amy Kong, Nancy Tengler, Gene Munster, Corient's Kong, Wolfe, Alex Zukin, Dubravko, Michael Bloom Organizations: Microsoft, Merrill, Merrill Lynch Investment, Nvidia, Wall, Baker School of Business, The, Investments, Asset Management, Munster, Wall Street, Tech Locations: OpenAI, hasn't
☆ This software stock can pop nearly 20% thanks to its early-mover advantage in A.I., Wolfe Research says
  + stars: | 2023-06-12 | by ( Hakyung Kim | Https | Www.Linkedin.Com In Hakyungkim | ) www.cnbc.com   time to read: +2 min
Wolfe Research thinks software company Oracle has a strong growth story thanks to the generative AI boom. The analyst said Oracle has created a significant second mover "architectural and cost advantage" around its second-generation Oracle Cloud Infrastructure — which its competitors are unable to match. Notably, Oracle's cloud software has spare GPU, or graphics processing unit, capacity. GPUs are necessary to process AI functions and have seen a surge in demand as more companies engage in AI. Growth has also been strong over a 12-month period, with shares gaining more than 63%.
Persons: Wolfe, Alex Zukin, Zukin, CY25, Oracle, Michael Bloom Organizations: Wolfe Research, Oracle, Oracle Cloud Infrastructure, Infrastructure Locations: GenAI
☆ Microsoft's bet on AI is still in its early days. But there are signs it's already paying off.
  + stars: | 2023-04-26 | by ( Paayal Zaveri | ) www.businessinsider.com   time to read: +3 min
Microsoft's partnership with OpenAI has lead to a new wave of innovation in artificial intelligence. There are already early signs that the Microsoft-OpenAI partnership is paying off, analysts say. Analysts say there is still work to be done, but "Microsoft is leading this tech AI arms race." Wall Street analysts took that as a sign that Microsoft's big bet on AI is already leading to financial gains. Ultimately, Wedbush analyst Dan Ives said, "the AI story is still in the first inning," but, he said, "Microsoft is leading this tech AI arms race."
☆ Salesforce's massive layoffs are a sign for Silicon Valley that the worst is yet to come
  + stars: | 2023-01-04 | by ( Matt Weinberger | Paayal Zaveri | ) www.businessinsider.com   time to read: +5 min
Cloud companies took a hit in 2022 and saw massive cuts in public and private valuations. Analysts say that Salesforce, Microsoft, and other business-oriented tech companies are staring down the barrel of customers cutting their IT budgets. The rush to remote working at the beginning of the pandemic meant companies purchased tons of new cloud software tools. For software vendors, any company that's offering a single tool versus a platform is likely to see cuts, RBC said. RBC analysts are expecting more layoffs ahead.
☆ Wolfe Research downgrades Palantir, says investors should sell before it becomes a sub-$5 stock
  + stars: | 2022-12-21 | by ( Sarah Min | ) www.cnbc.com   time to read: +1 min
Sell Palantir Technologies before it falls more than 20% from here, according to Wolfe Research. Analyst Alex Zukin downgraded shares to underperform from peer perform, saying he is losing confidence in a business that has dwindled over the last several years. Shares of Palantir have cratered 65% in 2022, while the S & P 500 has dropped off 19.8%. Meanwhile, growth in the commercial business has dropped to the low double digits, down from mid-20% growth previously. We model total revenue decelerating further, along with continued margin degradation in FY23 as the company continues to invest," Zukin wrote.
☆ These cloud startups were pandemic darlings. Now the downturn is helping giants like Google and Microsoft gobble them up.
  + stars: | 2022-08-29 | by ( Paayal Zaveri | ) www.businessinsider.com   time to read: +10 min
Productivity startups boomed as a result, but the downturn will give large suites an advantage. Only productivity tools that carve out new niches or address new challenges will have a chance. Startups building new categories are more likely to surviveWhile the downturn makes it harder for productivity and collaboration startups to grow, experts say it's not impossible. Many of the most popular productivity startups address collaboration problems that aren't solved by the existing software tools or are creating a new category of workplace tools. Companies like Miro, Figma, and Canva are creating a new category of visual collaboration tools aimed at remote teams.
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