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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 ....
Long Island and NYC Fishing Report- May 30, 2024 onthewater.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from onthewater.com Daily Mail and Mail on Sunday newspapers.
Connecticut Fishing Report- May 30, 2024 onthewater.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from onthewater.com Daily Mail and Mail on Sunday newspapers.
Bluefish take topwaters, diamond jigs and soft plastics in the Sound, porgy fishing slowly improves, and striped bass fishing is excellent in the Western Sound. ....
Connecticut Fishing Report- May 23, 2024 onthewater.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from onthewater.com Daily Mail and Mail on Sunday newspapers.