$Twilio(TWLO)$ shares rose in response to the release of Q4 2024 results after the 23rd after-hours and a positive outlook on Thursday.Shares of the provider, which specializes in customer engagement and cloud communications, rose sharply, up 10%, in early after-hours trading.The company announcedQ4 revenues up 11% year-over-yearGAAP operating profit was positive and well above the upper end of the range of its initial guidance provided in Q3;FY2024 free cash flow within the range initially provided.Looking forward to 2025, Twilio expects year-over-year revenue growth of 7% - 8%, with free cash flow expected to be in the range of $825 million to $850 million, and adjusted operating income to remain at similar levels.Previously, the company planned

Big-Tech’s PerformanceTrump's inauguration this week captured the world's attention and entered the 2.0 era, with a considerable number of policy announcements made as soon as he took office, but so far there has been no major surprises in relation to his previous announcements, and the market has come to expect them.In addition to the obvious changes to sectors such as immigration, energy, and digital currencies, there was also a call for the Federal Reserve to "lower interest rates" (although this is unlikely to be successful, as the Fed is an independent private institution).But the point is, through the president's influence shouting, will be a certain degree of distortion of the market on the current expectations of rate cuts, and even some members of the Federal Reserve will also hav

$Microsoft(MSFT)$ is up over 4% in a single day and one of the most volatile and biggest days in its history.There are a couple reasons why it's up so much:The hottest Stargate hype of late, but not really too much about Microsoft.Although there is an inflow of funds in the AI circle, Microsoft will also share the benefits.But the secondary market currently lacks channels to invest directly in OpenAI, so the logic of speculating on MSFT to speculate on OpenAI is the same as buying $Destiny Tech100 Inc(DXYZ)$ to speculate on Starlink, which is actually a premium.Guess if that premium is still there if OpenAI goes public?There is a lot of hype about next week's earnings expectations, but it doesn't take int

Overview: Markets Soar on AI Investment News Global markets, particularly in the tech sector, surged on news of a massive US$500 billion joint venture in artificial intelligence (AI) infrastructure by Oracle, OpenAI, and SoftBank. Dubbed "Stargate," the initiative aims to bolster the United States’ AI capabilities, boosting investor sentiment and signaling a pivotal moment in the AI race. Tech stocks led the charge, while related sectors such as energy and data centers also rallied. Nasdaq 100 futures rose 0.8%, indicating optimism across the market. Tech Sector: Major AI Players See Gains Oracle shares surged nearly 9% before the bell, fueled by the announcement of its central role in the Stargate venture. Nvidia, which will supply chips for the project, gained 2.7%, reflecting confidence