Meta (META US) - Launch of the AI investment cycle
Looking ahead, Meta expects to start a multi-year investment cycle to build full-scale AI capabilities and enhance monetization.
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Internet - 1Q24 recap & our three stock-picking ideas
Year to date, the internet sector has pulled back after rapid rallies buoyed by improved sentiment and short-term fund inflows, in line with our...
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Internet - AI and Margin Expansion Still Key Themes
US internet and software companies delivered mixed performances in 1Q24 in terms of revenue growth: advertising and cloud services revenue growth...
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US Digital Advertising – AI-Empowered Digital Transformation
International advertising market (global ad market ex-China, same below unless otherwise specified) still has ample room for further digital...
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Semi - Hyperscalers’ FY23 Results Review
This capex boost further confirms our perspective on the ongoing AI momentum into 2024, driven by strong demand for building computing capacity.
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