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

In last week’s report, we laid out the case for a continuation of the secular bull market for months to years, which would be led by AI. From our analysis, we believe the best gains are yet to come; ...

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 ...

Nvidia’s pace of growth in the Data Center segment has been nothing short of remarkable. Data Center revenue reached $89 billion in Q2 FY27, up nearly 9x over the last three years. Meanwhile, Nvidia’s ...

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

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 ...

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