Agentic AI is raising compute costs, compressing SaaS margins, and disrupting seat-based pricing. See which software ...

In last week’s report, we laid out the case for a continuation of the secular bull market for months to years, which would be led by AI. From our analysis, we believe the best gains are yet to come; ...

The S&P 500's historic bull market may have 1-3 years left. See why a correction could come first and where AI stocks may ...

Nvidia’s pace of growth in the Data Center segment has been nothing short of remarkable. Data Center revenue reached $89 billion in Q2 FY27, up nearly 9x over the last three years. Meanwhile, Nvidia’s ...

In our previous analysis on SaaS economics, we examined how agentic AI converts traditional fixed enterprise software subscriptions into variable compute expenses, eating away at the 80% gross margins ...

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 memory bottleneck is one of the most pressing issues weighing on the global AI race. Even as AI adoption accelerates, the AI hardware market is experiencing a structural shift driven by global ...

Nebius and CoreWeave are two of the fastest-growing AI infrastructure companies on the market. Yet when it comes to their stocks, the market has rewarded them very differently. Nebius shares have ...

On September 24, 2026, Oracle issued a force majeure notice to Blue Owl, owner of STACK Infrastructure, in order to protect itself contractually in case Project Jupiter fails to launch as planned by ...