Cybersecurity stocks surged in 2026 as AI-enabled cyberattacks rose 89%. Explore the trends driving demand, valuations, and ...

Since 2022, Big Tech capex has been the clearest barometer of AI demand. But the market’s reaction to Google’s latest earnings shows investors are questioning how long that spending can last. While ...

In early October 2026, three large AI hardware financing deals made headlines. SpaceX is reportedly looking to raise $40 billion to acquire Nvidia processors, and Broadcom is reportedly turning to its ...

In April, there was a major shift in the AI accelerator market, and for once, it didn’t come from Nvidia. Six months later, merchant TPUs are moving from announcement to commercial execution, with ...

On October 12, 2026, Microsoft announced its Maia 300 custom AI chip, with CEO Satya Nadella calling it his company’s “biggest bet yet on our own silicon.” Microsoft is expecting to scale to ...

In this post, we examine the AI platform, products, and other driving forces behind ServiceNow’s (NOW) beat-and-raise earnings results for Q2, plus: ServiceNow’s evolution from a provider of SaaS ...

Three months ago, GPUs were all the rage, and the idea that CPUs could challenge GPUs when it comes to AI budgets was unfathomable. The shift in this perception is evident not only in management ...

In last week’s report, we announced that we are significantly trimming our Nvidia position, a stock we have often held as a top-three holding since 2021. The rationale for this pivot rests on a ...

The most pronounced difference between 2026’s tech rally compared to rallies in the past is which companies have been left out of it. The names most associated with the AI trade have hardly ...

AI accelerators such as GPUs and custom silicon need no introduction. Compute has led the AI boom; a trend so powerful, it is displacing the FAANGs of the last decade with Nvidia firmly the world’s ...