Cord-Cutting 2.0: Cause for Worry? They're buying for 1.6 billion and that works out to $5. ... I'm sure the bears are concerned about just the high embedded growth assumption embedded in its valuation. If it doesn't meet some of those ... 05/4/2024 - 11:03 am | View Link
Cloud revenue accelerates 21% to $76 billion for the latest earnings cycle If you were concerned about slowing cloud infrastructure growth for a time in 2023, you can finally relax: The cloud was back with a vengeance this quarter. The market as a whole was up a healthy ... 05/3/2024 - 6:10 am | View Link
AI demand drives Amazon’s biggest cloud sales growth in a year Amazon.com Inc.’s cloud unit posted the strongest sales growth in a year, a sign that the retailer’s most profitable unit is recovering from a slump as businesses resume spending on technology ... 05/2/2024 - 10:30 am | View Link
Cloudflare Is Not An AI Winner The introduction of generative AI has altered the thesis that Cloudflare can be the fourth public cloud. Read more to see my analysis on NET stock. 05/1/2024 - 1:59 am | View Link
AI drives cloud growth and cloud growth drives earnings upside — for some In the first big tech earnings week of the quarter, a mixed bag — but cloud is driving upside at a lot of companies, and AI in turns is driving that cloud (and hardware) growth: Juniper’s adjusted ... 04/26/2024 - 8:31 am | View Link
From the Minneapolis/St. Paul Business Journal:
Robbyn Wacker, the outgoing president of St. Cloud State University, is stepping down from the post two months earlier than expected, and ahead of expected budget cuts forecast by Minnesota education officials.
St. Cloud Live has a report on the departure of Wacker, St. Cloud State's president since 2018.
“He’s turned out to be an absolute dream — and here we are deep in the dream, staring the 150th Kentucky Derby in the face — and it’s just so surreal."