Amazon and Alphabet are soaring to all-time highs while Microsoft remains down big in 2026.

Microsoft appears strong, as Azure's infrastructure positioning captures disproportionate value from AI model commoditization ...

AI has moved quickly from experimentation to production. Customers want measurable business outcomes, along with security, governance and responsible AI built in from day one. Microsoft partners are a ...

AMD’s conviction case is strengthening with every data point. Hyperscaler capex, server CPU share gains, and AI accelerator ...

Google Cloud, tensor processing units (TPUs are custom chips co-designed by Club name Broadcom ), and graphics processing ...

Nebius Group remains a top neocloud pick, with a bullish rating and 42-138% upside potential over two years. Click to read my ...

Highspot, the only agentic platform for go-to-market (GTM) performance, today announced its Spring Launch '26, introducing GTM Agent, which helps enablement, marketing, and revenue operations ...

This AI giant's chip business is growing more than 100% year over year.

Today is the deadline for California counties to begin mailing ballots for the upcoming primary election on June 2. Already ...

Big Tech's $725 Billion AI Spend Has A New Bottleneck. What Big Tech’s Capex Explosion Tells Us About AI’s Real Constraint ...

In term of the big three cloud platforms, Google is enjoying the fastest growth rate at present, more than twice the speed of ...

Certifyde Inc. today announced it has raised $2 million to help businesses turn investment in artificial intelligence into ...