Enterprise and neocloud demand, rack-scale CPUs, and liquid cooling are driving a $1 trillion AI server opportunity. Here’s ...

Cybersecurity leaders far outpaced the market in 2026. As of October 23, Okta (OKTA) was up 146% for the year, CrowdStrike (CRWD) 120% and Palo Alto Networks (PANW) 106%. The sector experienced much ...

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 ...

CoreWeave saw muted price action following the latest earnings report; yet the soft price action is rare for the AI darling. The company went public in March and has stood out as the premier IPO among ...

Alibaba is one of the hottest AI stocks in the market in 2025, with shares up more than 60% year-to-date. The surge in price is due to Q3 results showing Cloud revenue accelerated with AI revenue up ...

When discussing the AI Monetization Supercycle, I would be remiss not to highlight Broadcom. The AI accelerator market will inevitably widen beyond Nvidia’s GPUs – the keyword is widen. More players ...

Palantir’s stock has defied gravity, delivering steady performance that no other AI software stock has come close to matching (yet). For investors, the Palantir thesis is two-fold: the company must ...