The data center sector faces varied competition with multiple strategies. Read more on where the action is taking place for this key sector...
Continue ReadingThe significance of the A.I. definition is the fact these tasks require a large amount of computer memory and electrical power to process the data quickly and efficiently. Read more here...
Continue ReadingRead here for an update on the key changes in Leon Coopermanâs Q2 2025 Omega Advisors portfolio updates and top holdings...
Continue ReadingShares of automation software company UiPath (NYSE:PATH) jumped 10.8% in the afternoon session after the company announced a series of collaborations with major technology players, including Snowflake, OpenAI, NVIDIA, and Google, to bolster its automation platform with advanced artificial intelligence capabilities...
Continue ReadingPayPal's Honey will now with with ChatGPT to find shopping deals...
Continue ReadingJERUSALEM (Reuters) -Israeli high-tech companies raised $11.9 billion over the first three quarters of 2025 as the technology sector continues to thrive despite Israel's two-year-old war against Hamas militants in Gaza. At the same time, mergers and acquisitions reached a record $71 billion so far in 2025, nearly five times higher than the same period in 2024, and largely driven by Alphabet's $32 billion acquisition of cyber firm Wiz and Palo Alto Networks' $25 billion purchase of CyberArk. The tech sector is a driver of Israel's economy, accounting for about 20% of GDP, 15% of jobs and more than 50% of exports...
Continue ReadingTech Contrarians on pretty fishy levels and not giving China enough credit...
Continue ReadingInvesting.com -- Evercore ISI started coverage of CoreWeave with an Outperform rating and $175 price target, saying the fast-growing cloud infrastructure company is emerging as a key provider of computing power for artificial intelligence applications...
Continue ReadingWe came across a bullish thesis on Alphabet Inc. on Rebound Capital’s Substack. In this article, we will summarize the bulls’ thesis on GOOG. Alphabet Inc.’s share was trading at $246.57 as of September 25th. GOOG’s trailing and forward P/E were 26.29 and 23.36 respectively according to Yahoo Finance. Alphabet (GOOGL) has proven resilient despite repeated investor […]...
Continue ReadingOnline advertising could be set to gain from an “AI land grab” that could accelerate the whole market, according to Mizuho...
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