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...The president has also repeatedly emphasised the importance of the “real economy” in contrast to finance and tech, as part of a campaign for “high-quality development”....
...The business grew rapidly and floated on the ASX during the tech boom in 1999, when it raised A$30mn....
...High levels of capex were “not going to show up right away” but could be a “headwind” to margins over time and also hit cash flow, said BNP Paribas analyst Stefan Slowinski....
...Meta, after dialling back the high spending on the metaverse that had antagonised Wall Street, is experiencing an earnings surge....
...Artificial intelligence helped boost Microsoft’s cloud sales past analysts’ forecasts, as demand for the high-profile technology challenges the company’s capacity to keep up with its rivals....
...It has been pushing into the high-end smartphone market in recent years, but still has a long way to go to change its image as a budget player....
...The accord comes in the context of escalating concerns among lawmakers and experts about the potential for generative AI to imperil high-profile elections due to take place this year, including in the US...
...With Big Tech, we’re looking at probably the most productive part of the economy. The rate of innovation is high. They spend a lot of money on R&D. They are among the largest patent holders....
...High-tech emigration will rise, alongside the emigration of doctors, which has already begun, and veterans of the Intelligence Corps and Air Force....
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...Let’s say Widget Corp shares are being valued at 10 times annual widgets. If in the future demand for widgets goes up then so might the shares, because more widgets times 10 is a bigger number....
...The S&P 500 closed at an all-time high on Friday after a blistering rally in tech stocks....
...After the record highs of 2021 and the lows of 2022, Lex guessed that 2023 would divide the US tech sector....
...Last June, Son told shareholders the company was going on the “counteroffensive” after years of asset sales and losses at its Vision funds, including on start-ups such as WeWork, the once high-flying desk-renting...
...Nvidia’s involvement in the funding round follows a bumper earnings report, which helped power global stock markets to record highs....
...The alliance has become one of the tech industry’s most lucrative tie-ups as investors and Big Tech companies poured billions into AI start-ups last year....
...New AI systems routinely emerge that can “completely ace” existing benchmarks, Gomez said. “As models get better, the capabilities make these evaluations obsolete,” he said....
...Smart reads Tech ‘Oppenheimer’ There’s one man leading tech’s charge into AI weaponry. In Silicon Valley, his politics have made him a pariah, the FT reveals....
...Steel has none of the sensitivities of high-tech social media; US Steel is not a direct supplier to the military....
...But building HBMs not only needs high-quality production of Dram chips as a foundation....
...“They think as a tech company, not a traditional auto company,” he said. Additional reporting by Wenjie Ding in Beijing and Edward White in Shanghai...
...The Mag 7 value trade Market pundits often talk about the Magnificent Seven big tech stocks as a homogeneous entity. This is a mistake....
...On big tech, the AI hype cycle is simply impossible to predict....
...And that upside for pay won’t be anywhere near as high typically for a European based executive.”...
...The bulk of the holdings have compounded high returns to date. The lesson is that valuations matter....
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