Microsoft faces intensifying competition from Alphabet/Google, as both companies' AI and cloud strategies increasingly ...

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

We came across a bullish thesis on Microsoft Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ ...

CoreWeave goes through about $2 billion each quarter on data center capital expenditures (capex), which is huge considering ...

If there's a prolonged downturn, Meta can always pull back on Reality Labs spending or stock buybacks with zero impact on the ...

Discover which AI stocks ChatGPT recommends for smart investing and learn why these picks could shape the future of tech and ...

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 ...

Mastercard is among the companies using AI-powered internal talent marketplaces in this fashion. Launched to its full global ...

Guilfoyle, whose career spans working on the New York Stock Exchange floor during the 1987 crash, recommended Palantir when ...