Nebius Group N.V. (NBIS) remains a Buy ahead of May 12th earnings, with my thesis anchored in its transition to a vertically ...

AI is reshaping the software industry by creating a 'great decoupling' where code's value soars while coding itself becomes ...

Venture capital is moving beyond software as deep tech, AI, and physical-world innovation redefine long-term value creation and investment strategy.

Opinion: Law firms must realize that vibe coding can be the most direct form of product research for legal technology ever ...

Michael Burry disclosed a new Microsoft (MSFT) position after the stock fell 25% from peaks. He believes AI disruption fears ...

First quarter results showed its order book swelling by US$18.3 billion, a growth of more than 70 per cent year on year. Read ...

The cloud and software giant's latest results were strong on the surface, but a closer look reveals why it could be the ...

"Right to repair" legislation is an issue that political candidates across the U.S. have made part of their affordability ...

U.S. President Donald Trump has signed a permit for a new cross-border oil pipeline, reviving elements of the cancelled ...

The consequences of the supply crunch could be far-reaching. A world of scarce compute will shape the economics of AI, ...

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered the two most ...

AI is headed for its dot-com moment. Its society-bending potential is real, but AI’s emerging reliability gaps are so ...