AI, cloud, and communications infrastructure was once again a focal point of the investment markets in 2025. Google, Cisco, ...
The underperformance isn't unique to this year. Since the end of 2020, Amazon's (AMZN) stock has underperformed the S&P 500 index SPX, rising 42.5% through Monday compared with the broader market's 83 ...
Alphabet is buying energy and data center developer Intersect for $4.75B to speed power delivery for Google’s fast-growing AI ...
The conglomerate's longtime CEO is leaving successor Greg Abel with a stock portfolio full of great companies with enormous ...
Traditional cloud architectures are buckling under the weight of generative AI. To move from pilots to production, ...
"Radiation-hardened hardware, cooling in the vacuum of space, and the extremely high cost of launching large, power-dense ...
Google’s idea of putting a data center in orbit sounds like the ultimate flex of cloud computing, a way to chase cooler ...
Cloud storage didn't used to be expensive. When Google Photos debuted in 2015, it promised free, unlimited storage. I happily uploaded all my photos and videos, knowing they were safe in the cloud and ...
From Silicon Valley to Asia, companies including Nvidia, OpenAI, Meta, Google, Microsoft, and Amazon are racing to secure ...
In order to reap the benefits of this enormous opportunity, we recommend investors buy three cloud computing behemoths at ...