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Rani Molla
Posts
TSMC trades near record high as Apple plans to purchase “well over 100 million” chips from its Arizona facility this year
The “significant increase” in TSMC chips is part of Apple’s bid to move more production to the US.
What Amazon’s latest data center announcement says about AI right now
The first Amazon data centers in Louisiana will cost $12 billion and requires a lot of preemptive defense.
What Amazon’s latest data center announcement says about AI right now
The first Amazon data centers in Louisiana will cost $12 billion and requires a lot of preemptive defense.
Ives says AI represents huge opportunity for cybersecurity firms as losses mount
“Anthropic going after this market with an initial tool validates our thesis that cyber security is the next frontier for the AI Revolution.”
Analysts slash Salesforce price targets ahead of Wednesday earnings, as narrative of AI eating its lunch persists
Salesforce reports earnings Wednesday.
Amazon just matched its longest losing streak in 20 years
Its giant capex expectations are haunting the stock.