D.A. Davidson has initiated coverage on Meta Platforms (META) — with a Buy rating and $600 per share price target — and Alphabet (GOOG, GOOGL) — with a...
). On Tesla, Luria wrote “if it looks like a duck and quacks like a duck it might just be a duck " in a note on Tuesday.on Market Domination to talk more about his call about these tech giants and their investments in AI and computing.
So unlike previous waves of technology innovation that came from start ups, innovation now is coming from these biggest customer from these biggest companies. Gil, where where analysts seem to believe Listen, all this a I investment is actually showing improved engagement.
So while meta is different than the others with that open source model, it is very similar to the others in that it is spending a lot of money on data centre build out on NVIDIA effectively, and you call that a sort of wealth transfer of the hyper scalers to NVIDIA.These companies at some point get to a point where they say we have enough capacity, let's digest it, let's get some good returns on it and then get back to cash flow and margin growth.
From your cha GP T from your perplexity and others that want to take a bigger piece of this search with generative A I incorporated into it and and finally Gil, I wanna ask you about a company that you're not covering, that you explicitly say you are not covering, Do you say, Well, I'm putting the magnificent six in my coverage universe now, but there's one stock that you say is not like the others.Yeah, mo.
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