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

Enterprise and neocloud demand, rack-scale CPUs, and liquid cooling are driving a $1 trillion AI server opportunity. Here’s ...

In April, there was a major shift in the AI accelerator market, and for once, it didn’t come from Nvidia. Six months later, merchant TPUs are moving from announcement to commercial execution, with ...

On October 12, 2026, Microsoft announced its Maia 300 custom AI chip, with CEO Satya Nadella calling it his company’s “biggest bet yet on our own silicon.” Microsoft is expecting to scale to ...

MaxLinear’s infrastructure business grew 210% YoY in Q3, with management stating it now exceeds all other revenue categories combined. The also company raised its outlook to $260M at the midpoint with ...

Institutional adoption of bitcoin and economic uncertainty are two phases previously discussed in this series that evaluates if bitcoin will make a good investment. Finding the right entry price is ...

Amazon executive Amit Agarwal recently told Reuters that India needs to reduce red tape and encourage ecommerce if it is to overcome sluggish domestic growth. “There is so much opportunity to just let ...

Taiwan Semiconductor (NYSE: TSM) recently announced fiscal Q3 earnings, stating its longer-term AI revenue outlook is stronger than anticipated. The company reported record Q3 revenue of $33.1 billion ...

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 ...

The stock market in 2025 was a high-stakes tug-of-war between geopolitical tensions and the AI trade. Headlines were dominated by the DeepSeek fears, trade wars, tariffs, and persistent whispers of ...

Big Tech’s AI revenue is accelerating, but free cash flow is moving sharply in the opposite direction. Across Google, Microsoft, Meta and Amazon, capex is rising much faster than operating cash flow ...

The most pronounced difference between 2026’s tech rally compared to rallies in the past is which companies have been left out of it. The names most associated with the AI trade have hardly ...