Meta Platforms (NASDAQ:META | META Price Prediction) is dominating headlines because Q1 looked like a blowout, with EPS of ...
AMD (NASDAQ:AMD) and Intel (NASDAQ:INTC) both reported Q1 fiscal 2026 results within two weeks of each other, and the ...
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) and Alphabet (NASDAQ: GOOG) both reported on April 29, 2026, and the ...
Hyperscaler capex will reach $785 billion this year and close in on $1 trillion in 2027, according to projections from ...
Despite AI disruption concerns, Accenture benefits from AI build-out and maintains an AA- credit rating. Read why I rate ACN ...
AI infrastructure debt is quietly hitting retail funds as hyperscalers push off‑balance‑sheet financing. Click here to read ...
Cap and new terms: The revised deal sets a $38B ceiling on OpenAI's payments to Microsoft through 2030, replacing uncapped obligations tied to AGI milestones. Exclusivity ends: OpenAI can now partner ...
This article is featured in the Q1 2026 Future Strategist newsletter, you can read the rest of the newsletter here. The ...
NEAR AI, NEAR's initiative to build confidential, verifiable AI infrastructure for a user-owned AI economy, today announced an integration with USDC and Confidential Intents to bring private ...
Microsoft Sentinel pricing in 2026: analytics tier, data lake tier, commitment vs. PAYG rates, free sources, and three ways ...
Exhibit A in the global megatrends arena is technological innovation, particularly artificial intelligence, or AI, and its ...
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If Lisa Su is right, AMD could be as big as Nvidia
Quick Read AMD (AMD) expects server CPU TAM to exceed $120 billion by 2030 as the CPU-to-GPU ratio in data centers shifts ...
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