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Alphabet Walks A Tightrope Into Q1 Earnings: Bearish Charts, Bullish Expectations
Needham Maintains Buy on ServiceNow, Lowers Price Target to $1050
Amazon Bull Piles Onto Call Options Ahead of Earnings : Options Chatter
Nvidia, Amazon Dash Concerns of AI Data Center Demand Slowing: Report
Executives from Amazon and NVIDIA jointly stated that the construction boom of AI Datacenters shows no signs of slowing down.
① Executives from Amazon and NVIDIA have stated that the construction of AI datacenters has not slowed down and the demand is strong; ② Kevin Miller, Vice President of AWS Global Datacenters, mentioned that the demand for datacenters continues to grow with no significant changes; ③ Josh Parker, Senior Director of Corporate Sustainability at NVIDIA, indicated that the growth of AI will drive an increase in computing and energy demand.
RBC Capital Maintains Outperform on ServiceNow, Raises Price Target to $1060