The AI Makeovers That Underwhelmed — and the Tech Companies That Actually Delivered on the Promise
At one point in the spring of 2026, it seemed like artificial intelligence was brought up in the...
The Cloud Infrastructure Spend Cycle Is Accelerating Again, Three Companies Are Capturing the Most of It
The floors of the trade shows are exactly the same as they were three years ago. The same...
The ASX’s Five Biggest AI Companies in 2026 — and Why Australian Investors Have an Underappreciated Edge
In Australian investing circles, there’s a quiet discussion going on that doesn’t make headlines around the world but...
Why the Venture Capital Returns on AI Investments Made in 2021 Are Coming In Far Below Expectations
These days, when the topic of 2021 comes up in venture capital meetings, there’s a certain silence. Before...
The Three AI Stocks That Every Major Sovereign Wealth Fund Now Holds — and What That Signal Actually Means
This winter, a certain type of discussion has been taking place in private banking offices; it doesn’t quite...
Jim Cramer Says AI Isn’t Killing CrowdStrike — It’s Supporting It. Here’s Why He’s Probably Correct.
Investors in CrowdStrike all recoiled at one point in late March. After Anthropic revealed its Claude Mythos model,...
The AI Chip Shortage That Nobody Is Talking About — and the Three Stocks That Benefit Most From It
This spring, you’ll notice something strange if you walk into a suburban Virginia computer parts store. Compared to...
The Enterprise AI Adoption Rate Is Slower Than Every Forecast Predicted, Here’s What That Means for Software Stocks
Perhaps in 2024 and 2025 we were all a bit too gullible. The predictions came quickly: by 2026,...
The Predictive Maintenance Edge: How AI is Saving the Air Force Billions—and Boosting Contractor Margins
There is an odd paradox when you stroll through the maintenance hangar at a facility like Utah’s Hill...
AMD Stock Price Prediction 2030: Could This Chip Giant Really Hit $1,000 a Share?
One figure that frequently comes up when discussing AMD is $1,000. As a figure that sits at the...