How ‘the Anthropic story’ resembles Amazon’s AWS bet
00:00 Speaker A I would love to get your thoughts on Anthropic. I mean, this is a this is a…
Tag: story
How Nvidia AI Security Tie Up At Zscaler (ZS) Has Changed Its Investment Story
By Sasha Jovanovic Publication Date: 2026-10-23 02:19:00 Zscaler reported rapid expansion in its data security business, with Data Security ARR…
Cisco's Dip Yet To Improve Its Overbought AI Story
By Juxtaposed Ideas Publication Date: 2026-10-21 15:15:00 Silicon One series is driving robust hyperscaler AI orders, allowing Cisco to grow…
Mercedes-Benz: Nvidia Just Changed The Story, But Valuation Is The Opportunity
By Agar Capital Publication Date: 2026-10-19 12:08:00 Mercedes-Benz Group AG is rated a Buy as 6.4x 2027E earnings and a…
How AI Client Integrations At Microsoft (MSFT) Have Changed Its Investment Story
By Simply Wall St Publication Date: 2026-10-19 05:32:00 Recent announcements from partners such as Bloomberg Law, Trellis, Wood Mackenzie, Resilinc…
Why Microsoft's AI Growth Story Justifies A Strong Buy
By The Curious Analyst Publication Date: 2026-10-12 18:54:00 Microsoft (MSFT) Buy: $611 target (14% upside). Learn how Azure growth, Copilot…
TalkingPointz: Cisco Is Pulling Networking, Collaboration and AI into One Intelligent Workplace Story, Podcast
By Barbara Bouchard Publication Date: 2026-10-08 18:41:00 By Doug Green “We’re seeing a very different Cisco emerge in this new…
Amazon Stock Has Another Growth Story Investors May Be Missing
Everyone knows the AWS story, but three faster-growing businesses quietly running alongside it could change how investors value Amazon entirely.…
Broadcom: When The Story And The Stock Disagree
By Bill Gunderson Publication Date: 2026-10-06 15:56:00 Broadcom Inc. is offering custom silicon and networking solutions for hyperscalers, distinct from…
Where Will Intel Stock Be in 5 Years: Comeback Story or Cautionary Tale? | The Motley Fool
By Micah Zimmerman Publication Date: 2026-10-03 10:47:00 Intel (INTC -0.56%) has spent the past year or so collecting an unusual…