Oracle spent the past two years racing to reinvent itself as an artificial intelligence infrastructure powerhouse, only to ...

We're halfway through the decade, and cloud saw a new narrative emerge in 2025. With outages knocking out half the web, and ...

A new outlook from Wedbush (IVES) projects tech stocks will rise more than 20% in 2026. The report, led by Dan Ives, suggests ...

Every once in a while, a secular trend is so obvious that everyone can see it, and that is the case with AI. Read more here.

Janus Henderson Investors, an investment management company, released third third-quarter 2025 investor letter for its “Janus ...

Biggest AI deals of 2025 reveal how compute, data centers, and power became the new global tech infrastructure.

The never-ending saga now adds Microsoft’s Copilot and LG’s webOS TVs. The TV maker recently rolled out Copilot to users’ TVs, in a way that it was impossible to disable or uninstall the AI. First, LG ...

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” third-quarter 2025 investor letter.

The fund outperformed its benchmark with a 23.69% return in Q3 2025, driven by AI infrastructure and semiconductor selection.

The hypothetical artificial intelligence (AI) bubble, tied to a rise in stock prices of AI-related firms, eager investors and ...