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The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles...
Slightly over 20% of S&P 500 companies have reported earnings for the second quarter (less if measured by market cap) and so far, it appears that results are good enough. The rate of results...
The titans of tech—Tesla, Alphabet, Microsoft, Meta Platforms, Amazon and Apple—prepare to report quarterly results. AI-driven momentum is powering most of the group—except for Tesla and Apple,...
Tesla (NASDAQ:TSLA) robotaxis are now common in Austin, but frequent mishaps show the tech still lags behind Alphabet’s (NASDAQ:GOOGL) safer, fully driverless Waymo, already operating in multiple US...
In 2023, the “Magnificent Seven” (Nvidia (NASDAQ:NVDA), META, Tesla (NASDAQ:TSLA), Apple, Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOG)) became a popular nickname for the...
As the tech sector continues to demonstrate resilience amid market uncertainty, three specialized technology companies stand out as compelling investment opportunities heading into earnings...
In no uncertain words, Intel’s stock has been a dog. As we share below, Intel (NASDAQ:INTC) stock has increased by a mere 2% over the last 20 years, while the tech-heavy NASDAQ 100 (QQQ) has risen by...
The age of robotics is no longer a futuristic concept. Per a Wall Street Journal article entitled, Amazon (NASDAQ:AMZN) is on the cusp of using more robots than humans in its warehouses, Amazon now...
Key Takeaway: The AI boom is creating a massive electricity bottleneck that could grow data center power demand 160% by 2030, prompting the Trump administration to prepare executive orders offering...
“AI is big business” is a gross understatement. The IEA estimates that “the market capitalization of AI-related firms in the S&P 500 has grown by around USD 12 trillion since 2022.” For...
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