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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 t...

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 co...

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, despit...

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...

us with details surrounding the nightmare that is joe biden . 1600 pennsylvania avenue, eight fifty seven a.m. they call the lid on the day tid joe was done. he washe tired h.ad a he just got back from vacation and visit castles anyway. today marks the one hundredths h day thaty that kevin mccarthy hp been speaker. we we will remind yor.u of you the promise he made to becometh speaker and we will tell you the promises he has kept. we are going to hold elected officials accountable. pluss acco, we will talk to thet one , mark levin. fans here about the bidenans family business. it is ...