Dan Niles says AI has not hit its top but advises more cash as markets reprice funding costs and slowing AI growth.

So far, this effort has not shown up in the financials, even as Google Search reached an all-time high in revenue last quarter. However, so did Google Cloud, with revenue growing 82% year over year, ...

A scaled autonomous operation depends on more than the vehicle itself. Communications, sensors, flight software, command ...

The artificial intelligence revolution has driven an unprecedented borrowing spree, pushing total AI-related debt issuance ...

Elon Musk may have spent $44 billion to acquire Twitter, the social media platform now called X and part of Space Exploration ...

Quick ReadAbel deployed $39 billion in equity purchases in six months, more than five times Buffett's pace during the same ...

Is the AI boom becoming a bubble?

Microsoft's stock barely moved over the past year while its earnings surged, and that gap between price and profit is exactly ...

Good morning. This is PuriMagic.It is Monday. Over the weekend, there were a series of reports regarding the dangers of ...

Broadcom and Marvell both crushed AI estimates and raised guidance, but they are winning in very different ways, and only one ...

Gemini tells me that the US is on pace to invest $6.7 trillion in data centers by 2030, with $5.2 trillion being AI-specific ...