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BBCNEWS Asia July 5, 2024

if you look at the headline numbers. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing cloud revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for and i we still think is intact. we think that any excess correction in as a buying opportunity. what is the implication buying opportunity. what is the implication of buying opportunity. what is the implication of these buying opportunity. what is the implication of these big - buying opportunity. what is the implication of these big tech i implication of these big tech ....

Windows Services , 61 Billion Dollars , 62 Billion Dollars , 61 Billion , 62 Billion , Advertising Revenue , Google S , 65 5 Billion , Artificial Intelligence , Results Presentations , The Cloud , 66 Billion Dollars , 66 Billion , Tech Companies , Sundeep Gantori A , Tech Equity , Big Tech Companies Pushing , Headline Numbers , Cloud Revenue , Capital Expense , Long Story Short , Buying Opportunity , Bull Case , Excess Correction , Tech I Implication , Big Buying Opportunity ,

BBCNEWS Asia July 5, 2024

on the technology. so, is all that investment starting to pay off? i spoke to ubs tech equity strategist sundeep gantori a little earlier. if you look at the headline numbers, it suggests that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, a, monetisation and b, capital expense. they look at monetisation, for example, across the board, we are seeing revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for al, we still think is intact. we think that any excess correction is a buying opportunity. what is the implication of these big tech companies pushing more to monetise their investment into ai? what are ....

Wall Street Estimates For Fiscal Second , Windows Services , 62 Billion , 2 Billion , Google S , 1 Billion , 61 Billion , Advertising Revenue , 66 Billion , 65 5 Billion , 6 Billion , 5 Billion , Tech Companies , Artificial Intelligence , The Cloud , Sundeep Gantori A , Headline Numbers , Tech Equity , Capital Expense , Monetisation And B , Excess Correction , Buying Opportunity , Bull Case , Long Story Short , Tech Leaders , Ai Contribution ,

BBCNEWS Asia July 5, 2024

if you look at the headline numbers. is suggest that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing cloud revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for al is still think is intact. we think that any excess correction is a buying opportunity. what is the implication of these big tech companies pushing more to monetise their investment into ai? what are the implications for us as consumers? i think at the end of the day, we think that given how intensive it is, we believe that it is getting bi ....

Windows Services , 1 Billion , 2 Billion , 62 Billion , 61 Billion , Advertising Revenue , Google S , 5 Billion , 65 5 Billion , Artificial Intelligence , Results Presentations , The Cloud , 6 Billion , 66 Billion , Tech Companies , Sundeep Gantori A , Tech Equity , Headline Numbers , Capital Expense , Cloud Revenue , Long Story Short , Bull Case , Excess Correction , Buying Opportunity , Tech Leaders , Company Level ,

BBCNEWS Asia July 5, 2024

if you look at the headline numbers. it suggests that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for al is still think is intact. we think that any excess correction is a buying opportunity. what is the implication of these big tech companies pushing more to monetise their investment into ai? what are the implications for us as consumers? i think at the end of the day, we think that given how intensive it is, we believe that it is getting bigger, ....

Windows Services , 1 Billion , 2 Billion , 62 Billion , 61 Billion , Advertising Revenue , Google S , 5 Billion , 65 5 Billion , Artificial Intelligence , The Cloud , 6 Billion , 66 Billion , Tech Companies , Sundeep Gantori A , Results Presentations , Tech Equity , Capital Expense , Headline Numbers , Bull Case , Long Story Short , Excess Correction , Buying Opportunity , Tech Leaders , Company Level , Ai Contribution ,

CNNW Erin July 5, 2024

questions remain as we are just learning that a top-secret u.s. navy system heard the submersible implode. an experimental vessel is how the doomed suv is described with the oceangate liability agreement. what exactly is the submersible, what is a submersible? is that what ultimately sealed its fate? remembering the five passengers, humans on board, friends and family of the explorers join us next. let s go out front. in evening. i m erin burnett. outfront tonight, a catastrophic implosion. the coast guard confirming that debris from the titan submersible has been found near the wreckage of the titanic. the remote operating vehicle has been searching and it is highly capable. we have been able to classify part of the pressure chamber for the titan submersible. the debris field is consistent with a catastrophic implosion of the vessel. the mystery tonight is what caused that catastrophic explosion. we use the word implosion, talking about heavy pressure here. the ....

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