Sramana Mitra | TalkMarkets | Page 2
Founder at One Million by One Million (1M/1M)
Sramana Mitra has been an entrepreneur and a strategy consultant in Silicon Valley since 1994. Her fields of experience span from hard core technology disciplines like semiconductors to sophisticated consumer marketing industries including fashion and education. As an entrepreneur CEO, Sramana ...more

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Cloud Stocks: Atlassian’s Cloud Story Hits A Bump
While Atlassian continues with its product upgrades, the market is concerned about its cloud growth. Atlassian is phasing out sales of on-premises software used in the data centers of corporate customers.
Cloud Stocks: Twilio’s Segment Acquisition Appears To Have Backfired
Communication Platform as a Service (CPaaS) player Twilio is having a rocky start to the year.
Is Vision Pro Apple’s Next Big Thing?
Apple’s big recent news was around the release of its virtual reality (VR) headset Apple Vision Pro. The headset has a steep price tag of $3,500-$3,900 and has only been released in the US so far.
Meta’s AI Strategy Delivers Strong Ad Revenue Growth While Google Languishes On Ad Front
The company’s restructuring efforts continue to bear fruit as it surged past both revenue and profit expectations and announced its first-ever dividend payout.
Cloud Stocks: Analysis Of Amazon’s GenAI Strategy
AWS has a three-layer GenAI stack: custom training chips, a managed service called Bedrock, and applications like a coding companion called Amazon Q and shopping assistant called Rufus. 
Cloud Stocks: Analysis Of Google’s AI Platform Strategy
Last week, Alphabet aka Google reported its fourth quarter results. It surpassed revenue and earnings estimates driven by its GenAI offerings and accelerated growth in Google Cloud.
Cloud Stocks: Analysis Of Microsoft’s AI Platform Strategy
Azure AI Studio is Microsoft’s AI platform for developing generative AI solutions and custom copilots.
Cloud Stocks: Analysis Of ServiceNow’s UltimateSuite Acquisition
AI continues to be the area of focus for ServiceNow as it pushes forward with expanded partnerships, product offerings, and even an acquisition.
Cloud Stocks: Big Blue Climbs To 10-Year High On AI Potential
Analysts believe that IBM is still to see the full potential of its AI capabilities. During the last quarter, its AI book of business doubled over the quarter.
Cloud Stocks: Oracle Builds On NetSuite With Next Technik Acquisition
Oracle reported its second-quarter results that failed to impress the market.
Cloud Stocks: MongoDB Ups Its AI Capabilities
MDB is trading at $391.51 with a market capitalization of $28.26 billion. It touched a 52-week high of $442.84 in December. It was trading at a 52-week low of $179.52 a year ago.
AI Unicorns: CoreWeave Benefits From Nvidia’s Partnership
CoreWeave’s partnership with Nvidia has been critical in helping it succeed. Last year, Nvidia announced plans to divert scarce H100 GPUs to CoreWeave.
Cloud Stocks: Palantir Applies AI Bootcamp Go-To-Market Strategy With Success
The recent growth for Palantir has been attributed to its AI platform (AIP). The AIP leverages generative AI applications to help businesses derive key insights.
Cloud Stocks: AppLovin Continues To Deliver With AI
The company attributed its strong performance to the continued strong performance of Axon 2.0, its AI-based advertising engine that powers its AppDiscovery platform.
Cloud Stocks: Analysis Of AMD’s Acquisitions
Global AI semiconductor revenue is expected to grow 26% to $67.1 billion in 2024. By 2027, AI chips revenue is expected to reach $119.4 billion. While Nvidia remains a leading player, rival AMD is expanding its presence within the AI space.
Analysis Of Cisco’s Splunk Acquisition
Global networking solutions provider Cisco ​recently announced its first quarter results that outpaced market expectations.
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