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 ...

Oracle is a stock that was long-forgotten about in the cloud era when the Big 3 — Microsoft, Google and Amazon — and many best-of-breed companies stole the spotlight. Oracle struggled to report growth ...

Three months ago, GPUs were all the rage, and the idea that CPUs could challenge GPUs when it comes to AI budgets was unfathomable. The shift in this perception is evident not only in management ...

Micron’s stock is up 120% YTD – or 3X more YTD than AI heavyweight Nvidia. Recently, the high-bandwidth memory content that Micron supplies has increased 3.5X between GPU generations, leading to a ...

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 ...

Big Tech is spending tens of billions quarterly on AI accelerators, which has led to an exponential increase in power consumption. Over the past few months, multiple forecasts and data points reveal ...

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 ...

The AI memory boom is one of the most controversial debates in the market, as investors weigh if the historical cyclical nature of memory means that Micron, SK Hynix and other memory stocks have put ...