Wedbush says hyperscalers are still in the “early innings” of an AI infrastructure boom, with $650 billion in 2026 capex set ...

Mustafa Suleyman, Microsoft's head of AI, told the Financial Times this week that "most, if not all" white-collar computer tasks will be "fully automated" within 12 to 18 months. Lawyers, accountants, ...

Microsoft is a clear leader in AI monetization, with favorable OpenAI deal terms and accelerating revenue from AI products. Operational execution remains stellar, with broad-based double-digit growth, ...

Why Meta’s AI monetization, unit economics, and faster growth make it the top near-term pick despite similar P/E ratios. Read ...

Inflection AI, the startup that developed the Pi AI assistant and then witnessed a massive team shuffle following the hiring of its co-founders by Microsoft, is betting on data portability. The ...

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...

Palantir Technologies has long been a trailblazer in the realm of big data and analytics. In recent years, they have significantly pivoted towards artificial intelligence (AI), marking key inflection ...