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#markmahaney — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #markmahaney, aggregated by home.social.

  1. ‘The AI trade is still on’: Wall Street sees Big Tech’s spending as positive for semiconductor stocks

    The AI trade this year has been centered around infrastructure plays, including chips, networking equipment, and data center…
    #NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #capitalexpenditures #datacenter #Google #Infrastructure #MarkMahaney #NetworkingEquipment #spending #Technology
    newsbeep.com/us/785551/

  2. ‘The AI trade is still on’: Wall Street sees Big Tech’s spending as positive for semiconductor stocks

    The AI trade this year has been centered around infrastructure plays, including chips, networking equipment, and data center…
    #NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #capitalexpenditures #datacenter #Google #Infrastructure #MarkMahaney #NetworkingEquipment #spending #Technology
    newsbeep.com/us/785551/