Apple’s use of Google TPUs was revealed on Monday through a technical paper from Apple. Apple decided to use Google’s TPUs instead of Nvidia’s GPUs for training its AI models. Here’s why. Analyzing key articles from major newspapers, we present the reasons for Apple’s use of Google TPUs. Reasons for Apple’s Use of Google … Read more
First Solar Q2 Earnings Summary First Solar demonstrated strong Q2 performance with higher-than-expected revenue and earnings. U.S. government policy support and strong sales growth are likely to positively impact the stock. However, market volatility and competition with China present potential risks. Overall, the short-term outlook for First Solar is likely to be positive. First … Read more
What FSLR CEO Said Emphasis on Fair Competition: First Solar’s CEO, Mark Widmar, says the tariffs create a “Level Playing Field” for U.S. companies. He believes tariffs help support innovation and long-term energy independence in the U.S. “What we’re trying to do is make sure that we have a level playing field so that all … Read more
According to BBC, Israeli cybersecurity firm Wiz turned down a highly tempting takeover offer from Google. But why now, of all times? This happened right after a widespread Global IT Outage caused by CrowdStrike(CRWD), a leader cybersecurity firm. CRWD has always been known for its top-notch cybersecurity technology in Cloud Workload Security and Endpoint Security. … Read more
What We Can Learn From Global IT Outrage? Last Friday, a global IT outage, triggered by a defect in an update to CrowdStrike’s cloud-based cybersecurity platform, Falcon, affected businesses and government agencies using Microsoft computers. The incident, one of the largest global IT outages in history, revealed a software update error in Microsoft’s (NASDAQ: MSFT) … Read more
Recently, Vertiv Holdings Inc. (VRT) has experienced a decline in its stock price. A month ago, VRT was trading at around $90, but as of July 18th, it has dropped to approximately $81, marking about a 9% decrease. Felix Wang, an analyst at Hedgeye, identified Vertiv’s slowing growth and listed VRT as a … Read more
Introduction The U.S. stock market keeps rising, led by tech stocks, but which industry could be the next big thing? With all the attention on AI-related stocks right now, is there a sector that might still be worth investing in, even at a premium, without hitting its peak yet? I firmly believe that sector is … Read more