Why AWS may need a new generative AI narrative
Generative AI is a boardroom issue and Microsoft and Google Cloud appear to have the better CXO narrative relative to AWS.
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News Analysis: Q2 2023 MATANA Stocks Still Shine
Three Factors Drive Growth In MATANA Stocks
1. AI Powers Valuation Growth, But Earnings Growth Keeps Momentum Going, 2. Ads Are Back For The Remaining Digital Giants, 3. Cloudy Times Ahead (For Now).
News Analysis: Big Tech Shows Signs Of Stability
The Q1 Tech Earnings Breathe Life Among The Digital Giants. With just Apple left to report in the tech earnings season, three major trends have emerged
