Guy, what's your quick take on this >> big numbers. I mean, and the capex guide is clearly not scaring anybody. I'm sure Nvidia's hires.Well, here's my quick take. It is a very strong quarter and you know, I guess the rumors of the death of Google six, seven months ago were obviously exaggerated. >> Greatly exaggerated.But the problem I think now is back then you can make a very compelling valuation case. Now, not as much. So at 31 timesish, I I'm not saying you got to get out of Google here, but I think yo ...

Do we have to swallow the 66% increase in CapEx in the quarter for long term rewards with Asia that just aren't showing up quite yet. Yes. Hi, Good morning.That's exactly the question that investors are asking us. What's really interesting is this is the second quarter in a row where Microsoft is actually telling you there is a more nuanced way to think about their Catholic's allocations. Typically, what you would expect to see is CapEx goes up, Azure revenue goes up, does a really direct correlation.What's ...

Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth. Listen for more on Bloomberg Intelligence. ...

Microsoft Shares Plummet 11%—Most Since 2020—After Slowing Cloud Growthhttps://t.co/IpbifePmD4 https://t.co/PZNZ4KPKeQ ...

Tech giants gearing up to report quarterly results this week with investors closely watching the price tag for the AI buildout. On Wednesday, we're going to hear from Meta and Microsoft. And next week, Amazon and Alphabet are on deck.In all, the four companies are expected to spend over $400 billion in capital expenditures this year. That's according to estimates compiled by Faxet. And here to decode the AI messaging for this earning season, we got Alli Mogarabi, West End Capital Management senior equity an ...

Let's talk about those tech earnings. Mandeep Singh of Bloomberg Intelligence joins us now with a preview of this week's results and a sneak peek in next week as well with Alphabet and Amazon on deck in early February. Mandy, welcome to the program.What are you focused on when these guys report later this week. Look, I mean, for me, it's always about cloud growth when it comes to the HYPERSCALERS and last quarter, we saw Microsoft hit 40% growth for their Azure business, and it was aided by, you know, that' ...

Group 1 - The document does not contain any relevant information regarding companies or industries [1][2][3][4][5][6]

ANNOUNCER: "BLOOMBERG TECH" IS LIVE COAST TO COAST WITH CAROL I’M HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: THIS IS "BLOOMBERG TECH. " APPLE AND TRILIO. WE’LL BREAK THEM ALL DOWN. AND NVIDIA C.E.O. JENSEN HUANG STILL HOPES TO SELL HIS CHIPS IN TAIWAN AND A FLURY OF DEALS. AND WE’LL TALK WITH MICHAEL INTRATOR AFTER A FAILED BID FOR SCIENTIFIC. WE CHECK IN ON THE MARKETS NOT QUITE AT A RECORD HIGH. BACK UP AND TO THE RIGHT WHEN IT BOB COSTAS ON THE DAY. LOOKING AT THE A.I. BUBBLE BACK IN FOCU ...

Group 1: Company Performance - GDS Holdings shares increased by 8.1% to close at $40.67, with a notable trading volume compared to normal sessions, and an overall gain of 11.3% over the past four weeks [1] - The company is expected to report a quarterly loss of $0.06 per share, reflecting a year-over-year change of +62.5%, with revenues projected at $406.82 million, down 3.7% from the previous year [2] - The consensus EPS estimate for GDS Holdings has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Group 2: Industry Context - GDS Holdings is part of the Zacks Technology Services industry, which has seen increased market enthusiasm for Chinese infrastructure names associated with AI, cloud growth, and data centers [1] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook within the industry [4] - Another company in the same industry, Inspired Entertainment, has also maintained a Zacks Rank of 3 (Hold) and is expected to report a year-over-year EPS change of +150% [5]

AI Demand & Capacity - AI供应链中的每个参与者都面临产能限制，需求超过了供应能力 [3][4] - 对消费者和企业AI服务的需求持续存在，满足需求仍然是一个挑战 [6] - 许多首席财务官表示，在内部部署AI已带来实际的生产力提升 [6] Infrastructure & Beneficiaries - 目前仍处于AI基础设施建设阶段，基础设施提供商受益 [7][8] - 半导体行业和云计算公司（如谷歌云）是主要受益者 [8] - 谷歌云的积压订单可能在未来两年内转化为接近其当前收入两倍的收入 [8] Digital Advertising Disruption - AI可能对数字广告行业产生颠覆性影响，广告的创建、投放和衡量将更多地由AI系统完成 [10] - 利润池可能从传统广告系统转移到数字广告生态系统，规模高达3000亿美元 [11] - Meta等公司在收入增长方面看到了持续的势头 [11]