The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
Opinion
How American tech companies built China into an AI powerhouse
Inadvertent or not, American companies have provided China with everything it needs to gain a competitive advantage.
Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
Microsoft is planning $80 billion on AI capital expenditures in 2025. Other companies are following with large commitments. These capital expenditures should benefit Nvidia in 2025, although its ...
Big Tech, cozying up to Trump, holds on to Chinese military ties
As the second Trump administration gets underway, tech CEOs are scheduling meetings with the president and scaling back some ...
Tech giants are lining up over $300 billion in AI spend. Their CEOs are betting cheaper models will drive up AI demand.
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...
Qualcomm: Prime Position For Growth
Qualcomm is a global tech leader in wireless connectivity, AI, and IoT, but relies heavily on major customers like Apple, ...
Judge says Elon Musk's claims of harm from OpenAI are a 'stretch' but welcomes possible trial
Elon Musk's lawyers faced off with OpenAI in court Tuesday as a federal judge weighed the billionaire's request for a court ...