Both members of the "Magnificent Seven" are just treading water this year...
Continue ReadingThis billionaire hedge fund manager likes several AI stocks but is aggressively buying one, in particular...
Continue ReadingDigitalOcean presents a compelling turnaround opportunity for contrarian investors seeking asymmetric risk-reward profiles. See why DOCN stock is a Buy...
Continue ReadingThe US and UK signed a new 'UK-US Tech Prosperity Deal' with a heavy focus on AI investment. Read more here...
Continue ReadingThe company is about to become the world’s largest producer of electricity. Joe Dominguez tells us what to expect...
Continue ReadingGenerating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities...
Continue ReadingEarlier this month, Dell Technologies raised its long-term revenue and earnings guidance, citing strong demand for AI infrastructure and announcing new multi-year hyperscale partnerships, including global collaborations with Nscale and Microsoft to deploy hundreds of thousands of Nvidia-based AI systems. These developments highlight Dell's central role in enterprise AI adoption, as the company advances integrated AI factory solutions and forms high-impact alliances across the technology.....
Continue ReadingMicrosoft (MSFT) investors are watching the durability of Azure's growth and the company's evolving...
Continue ReadingAmazon Web Services also expanding its supply chain shift to other regions...
Continue ReadingMicrosoft, Amazon and Google are ramping up efforts move production of their products and data centers outside of China, Nikkei reported, citing supply chain sources...
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