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Omdia: The AI Software market is expected to reach 97 billion dollars in 2024, a year-on-year increase of 32%.
This year's optimistic forecast for budget growth on AI by enterprises (73% and above) has been reduced due to the unexpected complexity of the AI adoption process, and some of the budget may be shifted to 2025.
RBC Capital Sticks to Its Hold Rating for Fastly (FSLY)
What Software Stocks Like Microsoft Need to Reclaim Record Highs -- Barrons.com
Morgan Stanley Fund: It is expected that market liquidity will be relatively friendly to the broad Technology Sector this year, Bullish on AI, Defense Military Industry, and others.
Morgan Stanley Fund stated that the market liquidity in 2025 is expected to be relatively friendly to the broad Technology Sector. Bullish on AI, defense Military Industry, wind power, and Consumer Electronics industries.
The Analyst Verdict: Fastly In The Eyes Of 10 Experts
Fastly, Inc. (FSLY): Transforming Digital Experiences Through AI