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

The S&P 500's historic bull market may have 1-3 years left. See why a correction could come first and where AI stocks may ...

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

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

CoreWeave generates more revenue, but Nebius stock is leading in 2026. Explore the role of debt, liquidity, and GPU useful ...

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 ...

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 ...

Bitcoin is the best-performing asset in modern market history, outperforming even the greatest technology stocks of the past two decades. Yet those historic returns have come with equally historic ...

Big Tech is finally proving that AI can generate meaningful revenue. Azure, Google Cloud and AWS all accelerated in Q2, reaching tens of billions in dollars in annualized revenue. Meanwhile, as is ...

Big Tech capex is the driving force behind the AI infrastructure trade, yet Wall Street has repeatedly underestimated the sheer scale of the buildout. Looking back to 2024, actual spending exceeded ...

Big Tech’s AI revenue is accelerating, but free cash flow is moving sharply in the opposite direction. Across Google, Microsoft, Meta and Amazon, capex is rising much faster than operating cash flow ...