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Artificial Intelligence Technologies

All articles tagged with #artificial intelligence technologies

technology1 month ago•29 min saved

Software Surges Back: AI Fears Ease as Earnings Spark a Potential October Rally

A wave of strong software earnings is easing months of AI-induced fears that the sector would shrink via fewer subscriptions. Salesforce’s solid results helped the IGV ETF turn positive year-to-date, buoying hopes for a longer rally as Workday, CrowdStrike, and ServiceNow also posted momentum from AI offerings and data advantages. Analysts say the rally could extend into October, driven more by investor positioning and stock-specific fundamentals than a universal industry-wide shift.

via MarketWatch|

#artificial-intelligence-technologies #earnings #equity-markets

markets2 months ago•21 min saved

AI Stocks Spark Market Rally as Lumentum Leads AI Rebound and AMC/Domino’s Beat

Barron’s notes a broad AI stock rebound as investors rotate back into AI hardware names, with Lumentum climbing after Barclays upgraded it and signaling renewed AI demand, lifting peers like Micron, AMD, and Nvidia. Alibaba rose on news of a new AI model preview, while AMC Entertainment jumped on stronger Q2 results and higher attendance and Domino’s Pizza edged higher on revenue beats. Sweetgreen fell on outbreak worries despite assurances, with Chipotle and Cava down as well. The piece also mentions Strategy’s Bitcoin exposure and a steadying crypto backdrop, underscoring a broader revival in AI-related equities and chipmakers amid fading fears about AI model costs.

via Barron's|

#artificial-intelligence-technologies #markets #restaurants

technology5 months ago•29 min saved

Apple's cash rethink hints at a big AI acquisition on the horizon

Apple has abandoned its net-cash-neutral target, signaling that a major AI-focused acquisition could be in the works to close its AI gap. The move accompanies a broader AI strategy that mixes internal model development with a Google Gemini partnership, suggesting Apple may use debt to fund transformative deals. Analysts spotlight potential targets like Perplexity and Q.ai as signs that larger, inorganic growth could follow under the new leadership as demand for AI accelerates.

via MarketWatch|

#acquisitionsmergerstakeovers #apple #artificial-intelligence-technologies

markets7 months ago•20 min saved

Adobe earnings beat masks slower AI gains as Narayen exits

Adobe topped Q1 revenue and adjusted earnings expectations, but annual recurring revenue growth slowed to 10.9% to about $26.1 billion, signaling AI-driven monetization isn’t accelerating yet. CEO Shantanu Narayen will step down after 18 years (remaining as chair until a successor is named). The stock fell after hours and is down roughly 19% for the year, even as Firefly and freemium user growth highlight potential, with management guiding to a back-half revenue acceleration rather than immediate upside.

via MarketWatch|

#adobe-inc #artificial-intelligence-technologies #earnings-results

markets7 months ago•35 min saved

AI Fear Trade and Private-Credit Jitters Roil February Stocks

February’s stock selloff was driven by AI-related fears and private-credit stress, with lenders such as Blue Owl and Apollo Global Management facing withdrawals and asset evaluations that spooked investors. Inflation signals and a rush to safer assets boosted bonds and haven metals, leaving major indexes lower for the month even as the Dow posted a monthly gain.

via MarketWatch|

#artificial-intelligence-technologies #bankingfinance #equity-markets