Bloomberg Tech PC Sales, SoftBank and OpenAI, Holiday Box Office Trends
16 snips
Nov 27, 2024 Dell's disappointing earnings reflect a broader slump in PC sales, leaving major manufacturers worried. SoftBank is eyeing a bigger piece of OpenAI's pie, while the holiday box office is set to thrive with films like Wicked and Gladiator II lighting up screens. As consumers hesitate to upgrade PCs, the semiconductor industry sees potential in advanced tech and generative AI. Meanwhile, streaming services are offering enticing Black Friday discounts, signaling a shift in entertainment consumption. The financial landscape in tech continues to evolve.
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Slow PC Recovery
- Dell and HP stocks fell significantly, indicating a slower-than-anticipated PC market recovery.
- Consumers are holding onto older devices longer than expected, delaying new purchases.
CrowdStrike Concerns
- CrowdStrike's shares fell after a software update glitch impacted Windows users.
- While sales haven't been significantly affected, investors are concerned about future earnings.
Generative AI's Impact
- Generative AI is driving demand for various technologies like high-bandwidth memory and AI-on-the-edge devices.
- This demand is expected to create investment opportunities beyond traditional tech stocks.