Open AI protocols are weakening SaaS moats. Discover why frontier labs like Anthropic may capture more enterprise AI value ...

Agentic AI is raising compute costs, compressing SaaS margins, and disrupting seat-based pricing. See which software ...

For investors who think they’ve missed out on AI, the best is yet to come. But first, there will be a notable correction. Since March 2009, the S&P 500 has experienced five declines of roughly 20% or ...

Project Jupiter highlights growing power and infrastructure constraints facing Bloom, Oracle, and Applied Digital data center ...

Nvidia’s pace of growth in the Data Center segment has been nothing short of remarkable. Data Center revenue reached $89 billion in Q2 FY27, up nearly 9x over the last three years. Meanwhile, Nvidia’s ...

Nvidia's massive SK Hynix deal has locked up AI memory capacity, leaving less HBM supply for rivals and tightening access ...

The AI memory boom is one of the most controversial debates in the market, as investors weigh if the historical cyclical nature of memory means that Micron, SK Hynix and other memory stocks have put ...

This week, AMD reached a $1 trillion market cap – an incredible victory given the company was on the brink of bankruptcy in 2014. When Lisa Su became CEO of the company, she inherited a company with ...

Nebius and CoreWeave are two of the fastest-growing AI infrastructure companies on the market. Yet when it comes to their stocks, the market has rewarded them very differently. Nebius shares have ...