Software Stack Investing

Insights From A Pair Of Data Summits

August 01, 2023 Software Stack Investing Season 2 Episode 17
Insights From A Pair Of Data Summits
Software Stack Investing
More Info
Software Stack Investing
Insights From A Pair Of Data Summits
Aug 01, 2023 Season 2 Episode 17
Software Stack Investing

AI has crashed onto the investing stage in 2023, driving significant stock price gains for several companies. Some, like Nvidia and Microsoft have already projected a direct revenue benefit as part of recent earnings reports. Others have indicated they expect AI to drive demand tailwinds going forward as part of management commentary. 

Show Notes

AI has crashed onto the investing stage in 2023, driving significant stock price gains for several companies. Some, like Nvidia and Microsoft have already projected a direct revenue benefit as part of recent earnings reports. Others have indicated they expect AI to drive demand tailwinds going forward as part of management commentary.