nichenya+spasi: google

OpenAI’s GPT-4o liberate ‘might perchance perchance spell difficulty’ for Apple also google, strategist says

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OpenAI’s GPT-4o liberate ‘might perchance perchance spell difficulty’ for Apple also google, strategist says
OpenAI announced a new flagship chatbot called GPT-4o, which can operate in 50 different languages with improved speed and quality, according to Chief Technology Officer Mira Murati. This announcement comes ahead of a potential deal between OpenAI and Apple (AAPL) to put ChatGPT in iPhones, Bloomberg reports. Moor Insights & Strategy Founder and CEO Patrick…

Microsoft also google are spending a ton of cash on AI infrastructure, analyst says

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Microsoft also google are spending a ton of cash on AI infrastructure, analyst says
Both Alphabet (GOOG, GOOGL) and Microsoft (MSFT) posted quarterly results that topped Wall Street estimates. The big takeaway from both reports? That generative artificial intelligence is here and companies are spending on it, says both Baird Technology Desk Sector Strategist Ted Mortonson and RBC Capital Markets Software Equity Analyst Rishi Jaluria. "The commentary out of…

PCE Inflation Increased Than Expected, MSFT also GOOG Earnings Beat

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PCE Inflation Increased Than Expected, MSFT also GOOG Earnings Beat
Personal Consumption Expenditures (PCE), the Fed's preferred index of inflation, came in higher than expected for the month of March this morning. Another feather in cap of the 'Higher for Longer' crowd. Meanwhile we got big earnings beats from Microsoft and Alphabet yesterday showing growth in cloud services which is re-energizing the AI trade following…