Company reports second-quarter revenues of $81.27bn but posts slowing growth in key cloud computing business ...
Arista Networks (ANET) and CoreWeave (CRWV) stock have been on a tremendous rally again as investors rotate back into AI ...
The rise of AI has triggered massive investment, rapid innovation and intense public attention. Those conditions almost inevitably raise a familiar question: are we in an AI bubble? It’s a fair ...
Microsoft Corporation Strong Buy: $646 target driven by resilient cloud growth, AI adoption headwinds, and solid FCF. Click ...
In a world where technology companies are often scrutinized for their growth and sustainability, Microsoft has once again proven its resilience and ability to thrive amidst challenges. The tech giant ...
What makes backers stay in when many startups still burn cash? A closer look at where the money goes (and the pay-off ...
PLTR’s upcoming Q4 ’25 earnings are pivotal, with shares depending on Palantir's ability to sustain high growth and justify ...
Zero switching costs: Most wrapper companies don't own proprietary data, embedded workflows or deep integrations. A customer ...
NVIDIA's CEO Jensen Huang sat down with BlackRock's Larry Fink at Davos to discuss why AI represents the largest ...
Nvidia's CEO told the World Economic Forum that AI infrastructure needs trillions more in investment to avoid a bubble ...
Microsoft CEO Satya Nadella warns that the AI boom could become a speculative bubble if the technology does not gain wider acceptance outside of large technology companies and wealthy economies.
The Large Magellanic Cloud, or LMC, is a key spot for astronomers to study star formation.