Quantum Computing (BK2594) Stock Forum and Discussion

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597.221
+12.140+2.07%

Close Sep 12 16:00 ET

597.464High589.860Low

Constituent Stocks: 11Top Rising: QUBT+8.40%

Rockyturki

9 minutes ago

IDC (per Evercore) has server ASPs up 41% Y/Y in Q2, no doubt thanks to GPU server growth. Mix shifting towards GPU servers in cloud DCs that pack high-core-count CPUs benefits $Advanced Micro Devices (AMD.US)$ and $Arm Holdings (ARM.US)$ 's CPU share relative to $Intel (INTC.US)$ 's.

Singh Rahul

20 minutes ago

The AI-driven capex forecast for the four Cloud majors is just insane. (Source: Goldman) 😱🤗
$Microsoft (MSFT.US)$ $Alphabet-C (GOOG.US)$ $Amazon (AMZN.US)$ $Meta Platforms (META.US)$

AI chip demand boosts Nvidia: Will it spark a chip stock rally?

151354963

1 hour ago

Thoughts on reaching 22 before reaching 17?

$Intel (INTC.US)$ How likely are we to see a pump before a dump?

Ava Quinn

3 hours ago

Columns Why are we not optimistic about Disney?

1. The overall scale effect of Disney is diminishing.
As a global media company, a very important value proposition is its global scale. In the media industry, scale is everything, and with scale, one can exert a dimensional strike against competitors. Time Warner was crushed by NFLX in just a few years, and behind this was a global platform company's dimensional strike against a domestic enterprise. After the gap was pulled open, the cost of content inves...

Ava Quinn

4 hours ago

The impact of new media on traditional media is like cars replacing horses, not cyclical.

Looking back, there was an abyss behind $Warner Bros Discovery (WBD.US)$ It's hard to believe that Malone's company could have such poor corporate governance, with revenues missing by $300 million, a non-cash goodwill impairment of $9.1 billion (really "excellent" capital allocation), and a free cash flow decline of 43% to about $1 billion.
The revenues from theaters, networks, and DTC are all declining. Zasl...

GoldmanStacks

6 hours ago

$Intel (INTC.US)$ https://www.forbes.com/sites/greatspeculations/2024/09/12/how-intel-stock-can-surge-3x-to-60/

DavePhoenix

8 hours ago

Columns The Age of AI: Spending, Investing, and the Ethical Dilemma of Artificial Intelligence

Artificial Intelligence (AI) is no longer just a futuristic concept; it has become an integral part of our present and a driving force shaping the future. From businesses optimizing operations with AI-driven analytics to everyday people interacting with virtual assistants like Siri or Alexa, AI is everywhere. It’s a technological revolution on par with the advent of the internet. But while we pour billions into...

Apple releases its first AI-powered phone, stock ends slightly up

Shakerin

9 hours ago

10$ or single digit?

$Intel (INTC.US)$Intel's future in limbo following key three-day board summit | CTech

Rellyyrell134

9 hours ago

Palantir and Dell join S&P 500: Future stars or just hype?

런투언계정_마케팅팀

10 hours ago

$Alphabet-C (GOOG.US)$
The Analyst Recommendation Rate for GOOG did not change last 24 hours from Buy 88.9%, and Hold 11.1%. The average Price Target also stayed the same as $207.45.
The stock price of GOOG rose to $155.54 from $152.15.
Find out more about Alphabet and other Magnificent Seven stocks at the weekly newsletter below!
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