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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...

americans do? here is our international editor. one of the presidents _ international editor. one of the presidents officials - international editor. one of the presidents officials as l the presidents officials as actions speak louder than words. we can only speculate at this point. what tends to happen is the us militarily gives the president a menu of options that he can choose. and the lowest level, if you like, might be to hit back at iranian proxies operating inside syria or iraq. that might not be enough for the americans, and especially not forjoe biden�*s critics back home...

what could the americans do? here's our international editor, jeremy bowen. well, one of the president's officials said actions speak louder than words. what are those actions going to be? well, we can only speculate at this point, but what tends to happen is that the us military gives the president a menu of options that he can choose. and the lowest level, if you like, might be to hit back at iranian proxies operating inside syria or iraq. that might not be enough for the americans, and especially not forjoe biden�*s critics back home. so they might do something a bit more. they ...

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...