Amazon Inc. (AMZN) produced strong Q4 free cash flow (FCF) on February 6, despite much higher capex spending. Management ...
Spotify's monetization process is just getting started, and it may have multiple years of high earnings growth and increasing ...
DCF analysis, a reliable and data-driven approach to estimating its intrinsic value. Instead of using future free cash flow ...
Amazon isn't going to allow its arch rivals to dominate the headlines for AI investment. AWS's massive scale and highly ...
One product that has seen early success is Fastlane by PayPal. Here, PayPal looks to enhance the check-out experience and enable one-click checkouts for all customers with a PayPal account. According ...
"Apple could have the last laugh since it is a true 'toll road' to mobile AI," he wrote. "While haters focus on 'builds' and micro-data points, it's the free cash flow that matters. Apple can partner ...
Nvidia has been the big artificial intelligence (AI) winner so far, but these two companies might have better long-term ...
In 2024, the narrative around Big Tech was that it was almost impossible for companies to overinvest in artificial intelligence (AI). At almost every earnings update, capital spending (capex) was ...
Amazon.com Inc (AMZN) reports a 61% surge in operating income and strong performance in AWS and advertising segments despite ...
Data centers are among the most significant trends in artificial intelligence (AI). In the coming years, major tech companies ...
Expedia's migration during 2020-24 to a unified platform, which shares marketing, data, supply, and loyalty (One Key) across its brands, versus the previous siloed structure, is buoying the company's ...
Meanwhile, Amazon appears to be largely satisfied with its corporate office footprint in North America after years of growth.