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GenAI Must Generate $600B A Year To Justify Hardware Costs, Sequoia Estimates: How Much Does Google Search Make? – NVIDIA (NASDAQ:NVDA)

Artificial intelligence (AI) has taken the markets by storm, catapulting several AI-related stocks to all-time highs. AI’s rally is a “bubble,” concerned investors note....

‘Breaking Up Google Would Drive 10%-15% Upside’ For Shareholders, Analyst Says – Alphabet (NASDAQ:GOOGL)

Alphabet Inc. GOOGL GOOG is setting the stage for a remarkable 2024, riding high on several strategic advantages and market trends. With a “Buy”...

Broadcom Rises As Top AI Chip Supplier After Nvidia, Thanks To Google And Meta Partnerships: Analyst – Broadcom (NASDAQ:AVGO)

Key custom chip (ASIC) market player Broadcom Inc AVGO has gained over 77% in the last 12 months thanks to the generative AI frenzy....

AI-Driven Growth Set To Strengthen Google’s Ad Revenue: Goldman Sachs – Alphabet (NASDAQ:GOOGL)

Goldman Sachs analyst Eric Sheridan reiterated a Buy rating on Alphabet Inc GOOG GOOGL with a price target of $195.Sheridan said Google’s Marketing Live keynote outlined Alphabet’s...

Amazon Inks ‘Largest Technology Investment’ In Spain, Pours $17B Into Cloud Infrastructure – Amazon.com (NASDAQ:AMZN)

Amazon.com Inc‘s AMZN web services division plans to inject €15.7 billion (US$17.02 billion) into establishing facilities in Spain.What Happened: Amazon Web Services will expand...

Google AI Powers Up Honor’s Next Smartphone Lineup – Alphabet (NASDAQ:GOOGL)

Alphabet Inc GOOG GOOGL Google will see its artificial intelligence features incorporated into upcoming Honor devices, the Chinese smartphone maker announced Wednesday. Honor plans to embed...

Google Executive Says Supply Chain Uses of Generative AI Flourishing – Alphabet (NASDAQ:GOOG), Manhattan Associates (NASDAQ:MANH)

SAN ANTONIO — The Momentum conference brings together roughly 1,000 attendees who use the industry-leading warehouse, TMS and other capabilities of Wall Street darling...

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