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Tag: sees

Why Nutanix sees India leading the AI sovereign cloud repatriation trend
Nutanix

Why Nutanix sees India leading the AI sovereign cloud repatriation trend

vm_adminOctober 21, 2026

By Publication Date: 2026-10-21 14:25:00 As an early AI adopter and having a strong digital infrastructure, for India one of…

Citi Sees Amazon, Microsoft, Google and Meta Spending More Than Apple Is Worth on AI by 2030
Amazon Web Services

Citi Sees Amazon, Microsoft, Google and Meta Spending More Than Apple Is Worth on AI by 2030

vm_adminOctober 21, 2026

Four tech giants are racing to build AI infrastructure at a scale that dwarfs anything the industry has seen before,…

Nvidia Stock ‘Still Underappreciated by Investors’: Gene Munster Sees Growth Opportunities from GTC Berlin -…
Nvidia

Nvidia Stock ‘Still Underappreciated by Investors’: Gene Munster Sees Growth Opportunities from GTC Berlin -…

vm_adminOctober 21, 2026

By Chris Katje Publication Date: 2026-10-21 14:40:00 Gene Munster breaks down the highlights from Nvidia’s keynote at GTC Berlin speech…

Fundstrat Sees AI Stock Dip as Buying Opportunity; Cisco Systems
Cisco

Fundstrat Sees AI Stock Dip as Buying Opportunity; Cisco Systems

vm_adminOctober 21, 2026

By GuruFocus News Publication Date: 2026-10-21 10:55:00 On October 21, 2026, Fundstrat’s Head of Research, Tom Lee, highlighted the recent…

Deutsche Bank Lifts AWS Growth Forecast, Sees Amazon 2027 Capex Soaring to 0 Billion — BigGo Finance
Amazon Web Services

Deutsche Bank Lifts AWS Growth Forecast, Sees Amazon 2027 Capex Soaring to $330 Billion — BigGo Finance

vm_adminOctober 21, 2026

Deutsche Bank moved first ahead of Amazon’s third-quarter earnings report, raising its forecast for AWS cloud revenue growth to 41%…

Tom Lee sees AI dip as buying opportunity, cites Cisco’s 1990s rally
Cisco

Tom Lee sees AI dip as buying opportunity, cites Cisco’s 1990s rally

vm_adminOctober 21, 2026

By Sinchita Mitra Publication Date: 2026-10-21 09:56:00 AI stock pullback looks like a correction and a buying chance, says Fundstrat’s…

Why AI Chip Stocks Nvidia, Broadcom, and Micron Climb After Hours — and What Wall Street Sees Next
Broadcom

Why AI Chip Stocks Nvidia, Broadcom, and Micron Climb After Hours — and What Wall Street Sees Next

vm_adminOctober 21, 2026

By Ben Yoffe Publication Date: 2026-10-20 23:32:00 AI chip stocks are climbing in Tuesday’s after-hours trading, with Nvidia (NASDAQ:NVDA) gaining…

Boeing Teams Up With Microsoft To Build New AI-Powered Dataliner Platform – BMO Sees ‘Upside Tension’ For Azure
Microsoft

Boeing Teams Up With Microsoft To Build New AI-Powered Dataliner Platform – BMO Sees ‘Upside Tension’ For Azure

vm_adminOctober 20, 2026

By TradingView Publication Date: 2026-10-20 17:34:00 BA shares were in focus on Tuesday after Boeing announced Dataliner, an AI-powered data…

Boeing Teams Up With Microsoft To Build New AI-Powered Dataliner Platform – BMO Sees ‘Upside Tension’ For Azure
Nvidia

Key facts: NVIDIA Sees $108B Q3 Sales; 104‑Qubit Sim; TSMC 3nm NVHBM

vm_adminOctober 20, 2026

By TradingView Publication Date: 2026-10-20 07:00:00 English Select market data provided by ICE Data Services. Select reference data provided by…

Broadcom (AVGO) Sees AI Chip Sales Up 236%, but Who Is Paying?
Broadcom

Broadcom (AVGO) Sees AI Chip Sales Up 236%, but Who Is Paying?

vm_adminOctober 20, 2026

By Insider Monkey Team Publication Date: 2026-10-19 18:28:00 Broadcom (NASDAQ:AVGO) has told investors its AI chips will bring in $21.7…

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