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 ...

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 ...

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 ...

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

The biggest event of 2025 in the PC market has been the end of support for Windows 10. It was positioned as the last major release of the Windows operating system, which would be kept updated by ...

Alphabet's Google Quantum AI is addressing nearly every aspect of superconducting quantum computing. Amazon's Ocelet chip ...

Strategic AI Partnerships: Transforming the Future of Cybersecurity To view an enhanced version of this graphic, please visit ...

Is 2026 the year Nvidia finally underperforms versus the broad market? I think it might be. The leader in artificial ...