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Latest News In Cloud AI - Bitdeer AI Expands With New AI Cloud Data Center
Simply Wall St.10d agoneutral
Latest News In Cloud AI - Bitdeer AI Expands With New AI Cloud Data Center

Bitdeer AI has announced the securing of a 65.1MW AI Cloud data center facility, A202, at its Johor Bahru, Malaysia campus under a 10-year data center services agreement. This substantial addition is part of their strategy to expand AI cloud capacity up to 350MW by the first quarter of 2028, responding to strong market demand for liquid-cooled, rack-scale AI Cloud capacity. With this latest development, Bitdeer AI's total secured AI Cloud capacity now stands at approximately 206.5MW,...

Broadcom’s Real Constraint Isn’t Demand. It’s Supply.
Insider Monkey10d agoneutral
Broadcom’s Real Constraint Isn’t Demand. It’s Supply.

Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference. On September 9, firm analyst David O’Connor initiated coverage on the stock with an Overweight rating and a $460 price target. O’Connor estimates demand running twice the available supply for Broadcom, which makes […]

Google’s Traffic Numbers Look Fine, Its Search Economics Tell Another Story
Insider Monkey10d agoneutral
Google’s Traffic Numbers Look Fine, Its Search Economics Tell Another Story

According to Bank of America’s traffic data, Alphabet Inc. (NASDAQ:GOOG) is holding its position despite growing competition from a range of AI challengers. Visits have increased, mobile users are growing, and the company’s share remains stable even as Claude and Gemini have recorded triple-digit growth. That stability may initially look like a positive sign for […]

Anthropic Expects a Second Straight Quarter of Adjusted Operating Profit. Amazon and Alphabet Investors Should Read the Fine Print
Insider Monkey10d agoneutral
Anthropic Expects a Second Straight Quarter of Adjusted Operating Profit. Amazon and Alphabet Investors Should Read the Fine Print

Anthropic is trying to prove that frontier AI can become a real business before it becomes a public company. On September 13, Reuters reported that Anthropic expects positive adjusted operating income for a second consecutive quarter. The Financial Times said gross margins exceed 80% before revenue sharing with distribution partners and model-training costs. That accounting […]

Does Snap’s New CCO Shift Signal a Deeper Pivot in Its Ad Strategy Narrative (SNAP)?
Simply Wall St.10d agoneutral
Does Snap’s New CCO Shift Signal a Deeper Pivot in Its Ad Strategy Narrative (SNAP)?

Earlier this month, Snap Inc. announced that Ronan Harris was appointed Chief Commercial Officer to lead global advertising sales and go-to-market efforts, while Chief Business Officer Ajit Mohan plans to depart the company at the end of 2026. Harris brings nearly four years of experience running Snap’s Europe, Middle East and Africa business and more than seventeen years at Google, where he helped build its advertising operations across the region, which may influence how Snap approaches...

Big Tech Issued About $220 Billion of Bonds. Alphabet and Meta Show How AI Is Warping the Credit Market
Insider Monkey10d agoneutral
Big Tech Issued About $220 Billion of Bonds. Alphabet and Meta Show How AI Is Warping the Credit Market

AI spending is now large enough to distort the bond market around it. Reuters reported on September 10 that Alphabet, Amazon, Meta, Microsoft and Oracle issued roughly $220 billion of bonds over the prior year as they funded data-center expansion. Similar credits are no longer always trading at similar spreads as repeated giant deals flood […]

How Far Can Adobe Stock Fall While It Waits On Freemium?
Trefis10d agobearish
How Far Can Adobe Stock Fall While It Waits On Freemium?

Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.