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David Ellison says lawsuits target CNN control, not competition, defending Paramount's Warner Bros. Discovery deal.
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Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.
Read original at the-motley-foolhttps://www.theinformation.com/articles/anthropic-considers-letting-shareholders-sell-ipo-departing-spacex-playbook
Read original at benzingaNvidia’s Unusual Move Please click here for an enlarged chart of NVIDIA Corp (NASDAQ:NVDA). Note the following: The chart shows that NVDA gapped up above the low band of Zone 1 (resistance). RSI on the
Read original at benzingaAmazon stock fell nearly 2% despite bullish analyst forecasts predicting AWS revenue will top $335 billion behind surging AI cloud demand.
Read original at benzingaIn a detailed comparison of two digital media giants, Alphabet (GOOGL) emerges as the stronger investment choice over Netflix (NFLX). Alphabet demonstrates broad-based growth across Search, YouTube, and Cloud with a $514 billion backlog and innovative AI-driven ad formats, while Netflix faces decelerating revenue growth and competitive pressure from short-form video platforms. Trading at a lower forward P/E multiple (20.44x vs 21.73x) with stronger year-to-date performance (+8.5% vs -14.8%), Alphabet offers better near-term upside potential.
Read original at zacks-investment-research