Bitcoin has fallen 54% since its 2025 peak as the U.S. dollar, Treasury yields, and liquidity trends turn bearish. See why ...

Cybersecurity stocks surged in 2026 as AI-enabled cyberattacks rose 89%. Explore the trends driving demand, valuations, and ...

Since 2022, Big Tech capex has been the clearest barometer of AI demand. But the market’s reaction to Google’s latest ...

When discussing the AI Monetization Supercycle, I would be remiss not to highlight Broadcom. The AI accelerator market will inevitably widen beyond Nvidia’s GPUs – the keyword is widen. More players ...

Earlier this month, Arm unveiled an AGI CPU to address one of AI’s biggest bottlenecks, which is orchestration. During the chatbot craze of 2023-2025, GPUs did most of the heavy lifting while CPUs had ...

Alibaba is one of the hottest AI stocks in the market in 2025, with shares up more than 60% year-to-date. The surge in price is due to Q3 results showing Cloud revenue accelerated with AI revenue up ...

AI accelerators such as GPUs and custom silicon need no introduction. Compute has led the AI boom; a trend so powerful, it is displacing the FAANGs of the last decade with Nvidia firmly the world’s ...

In last week’s report, we announced that we are significantly trimming our Nvidia position, a stock we have often held as a top-three holding since 2021. The rationale for this pivot rests on a ...

Big Tech capex is the driving force behind the AI infrastructure trade, yet Wall Street has repeatedly underestimated the sheer scale of the buildout. Looking back to 2024, actual spending exceeded ...

In this post, we examine the AI platform, products, and other driving forces behind ServiceNow’s (NOW) beat-and-raise earnings results for Q2, plus: ServiceNow’s evolution from a provider of SaaS ...

Neoclouds are one of the more hotly debated AI business models, with CoreWeave and Nebius being the two most widely recognized names. These companies have seen their sales, backlog, and share prices ...