The race to $10 trillion isn’t about quarterly earnings. It’s about sustaining explosive growth at nation-scale operations.

However, as we enter 2026, the next big AI supercycle may be emerging. The first phase was largely about generative AI. This includes chatbots like OpenAI's ChatGPT, Anthropic's Claude, and Alphabet ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Summary Marvell Technology (NASDAQ: MRVL) recently got just the pop that AI investors have been waiting for. Despite it still ...

With the Fed meeting in the rear view, investor attention will turn toward Fed chair nomination drama and the potential for a ...

Quantum computing is still years away from commercial relevance.

It is that time of the year when investment managers look forward and give their predictions for where stock markets are ...

Brutal conflicts and the AI frenzy look likely to spill into 2026, but thankfully there’s still space to hope for a soft ...

Norway's $2 trillion Sovereign Wealth Fund voted against Microsoft CEO Satya Nadella's compensation package and his role as board chair. The fund cite ...

Contracts are generally bespoke, last 10-15 years with renewal options, and are typically difficult to cancel, the analysts ...

Cloud companies are locking in far more datacenter capacity than they need in the next two years as they race to secure power ...

Microsoft (NASDAQ: MSFT) has delivered solid returns in 2025, but shares remain below their 52-week high of $553.50. The ...