on the technology. so, is all that investment starting to pay off? i spoke to ubs tech equity strategist sundeep gantori a little earlier. if you look at the headline numbers, it suggests that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, a, monetisation and b, capital expense. they look at monetisation, for example, across the board, we are seeing revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for al, we still think is intact. we think that any excess correction is a buying opportunity. what is the implication of these big tech companies pushing more to monetise their investment into ai? what are the im
if you look at the headline numbers. is suggest that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing cloud revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for al is still think is intact. we think that any excess correction is a buying opportunity. what is the implication of these big tech companies pushing more to monetise their investment into ai? what are the implications for us as consumers? i think at the end of the day, we think that given how intensive it is, we believe that it is getting bigger,
if you look at the headline numbers. it suggests that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for al is still think is intact. we think that any excess correction is a buying opportunity. what is the implication of these big tech companies pushing more to monetise their investment into ai? what are the implications for us as consumers? i think at the end of the day, we think that given how intensive it is, we believe that it is getting bigger, so we
rate at 5 5.25%. but it has won the there may be increases later in this year. what exactly is the european central bank thinking? when it comes to its increases today, here is what the president had to say. indicators of underlying the president had to say. indicators of underlying price the president had to say. indicators of underlying price pressures - the president had to say. indicators| of underlying price pressures remain strong, although some show tentative signs of softening. staff have revised up their projections for inflation, excluding energy and food, especially for this year and next, owing to past upward surprises and the implications of the robust labour market for the speed of this inflation. they now see it reaching 5.1% in 2023, before it declines to 3% in 2024. 50 5.1% in 2023, before it declines to 396 in 2024- 5.196 in 2023, before it declines to 396 in 2024. ., ., 396 in 2024. so that view there from the eumpean 396 in 2024. so that view there
following his move from borussia dortmund for an initial $111 million. he s been meeting the world s media in the spanish capital on thursday, including john watson. when he was told by his dad 15 months ago that real madrid were interested, he said it gave him goosebumps and that set in process this big move to real madrid. and he will wear the number five shirt and it won t be lost on many football fans, that is the shirt that was worn by zinedine zidane, one of the all time club legends here when he was at the club here, so big shoes to fill forjude bellingham, but he is clearly excited by the prospect and says this move moves him out of his comfort zone, but is a challenge he is ready to embrace. he is a great player, he was the best, but for me i am trying to have my own path and maybe extend the legacy of the number, instead of trying to reach his, so yes, i will use everything that i have got around me to try to do good by the number and by the player. now we know, ver