More than a month into 2025, investors have plenty of earnings to digest. Many of the most notable “Magnificent 7” tech ...

The string of catalysts has been remarkable. In January, CEO Mark Zuckerberg said the company plans to invest as much as ...

Artificial intelligence (AI) has the potential to be a transformative technology. It can help improve decision-making, ...

"Apple could have the last laugh since it is a true 'toll road' to mobile AI," he wrote. "While haters focus on 'builds' and micro-data points, it's the free cash flow that matters. Apple can partner ...

In the fast-paced world of investing, staying ahead requires good ideas and timely decisions. This article highlights five ...

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...

Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.

Microsoft Azure, Google Cloud and AWS cloud sales for fourth quarter 2024 includes global market share, total revenue, ...

As Big Tech earnings season enters full steam, DeepSeek AI is either a bright spot — touted by CEOs as proof of their company’s potential in the booming AI market — or a blemish best left unmentioned.

Market catalysts Short-term financial pressures (including FX concerns) may dampen cloud spending enthusiasm, yet they also intensify AI investment focus. Organizations see AI-first initiatives as a ...

The Magnificent Seven stocks have been a huge source of gains for the S&P 500. Without the cohort of tech titans, I think ...