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 ...

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 ...

This week, AMD reached a $1 trillion market cap – an incredible victory given the company was on the brink of bankruptcy in 2014. When Lisa Su became CEO of the company, she inherited a company with ...

The AI memory boom is one of the most controversial debates in the market, as investors weigh if the historical cyclical nature of memory means that Micron, SK Hynix and other memory stocks have put ...

Big Tech is finally proving that AI can generate meaningful revenue. Azure, Google Cloud and AWS all accelerated in Q2, reaching tens of billions in dollars in annualized revenue. Meanwhile, as is ...

Taiwan Semiconductor (TSMC) is the world's dominant player in semiconductor manufacturing, holding over 70% of pure-foundry market share. Intel's Foundry business is also sizeable, but nearly all of ...

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 ...

As hyperscalers move from building AI infrastructure to monetizing it, tokens per watt helps to reflect if revenue is scaling and if profitability is improving. Tokens are the revenue side of the ...

Over the past 10 months, memory chip stocks have gone from being solid beneficiaries of the AI boom to capturing a massively outsized piece of the return pie. The inflection in Micron’s performance ...