Twilio Is Maintained at Outperform by Mizuho
Twilio Analyst Ratings
Ott Kaukver, Former Twilio CTO, Joins Veriff's Board of Directors
Mizuho Securities Maintains Twilio(TWLO.US) With Buy Rating, Cuts Target Price to $125
RBC Capital Reaffirms Their Sell Rating on Twilio (TWLO)
Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
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