Broadcom is currently outperforming Nvidia, driven by expanding custom XPUs adoption and transformational AI partnerships.

We came across a bullish thesis on Silgan Holdings Inc. on Valueinvestorclub.com by YSIBenson. In this article, we will ...

This year, about 45 percent of the revenues at Big Blue will come from software. But IBM wants to push this up to half of ...

Ben Powell, chief investment strategist for APAC, argues that the companies supplying the backbone of the AI ecosystem remain the most reliable winners.

Companies are rapidly making AI use an expectation for employees, but the shift brings new challenges for EHS professionals ...

Night Watch Investment Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of ...

Morgan Stanley recently projected a US power shortfall through 2028, totaling 45 gigawatts (20% of total data center demand), ...

Only a handful of major companies have yet to report their results for the last quarter, and AI leader Oracle is one of them.

In a matter of months, Alphabet went from a market underperformer to knocking on the door of the $4 trillion club. The post ...

The last bit of momentum for Broadcom is the sector-wide momentum behind custom silicon. Industry reporting continues to point to Broadcom as the go-to partner for hyperscaler accelerators and AI ASIC ...

Learning is now untethered—happening from couches, cars, and bedrooms. This reality is built by the companies creating ...