Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

In his first interview since joining from Accenture, Google Cloud's new Chief Product and Business Officer argues that ...

Alphabet delivered record Q3-25 results, surpassing $100B in quarterly net revenue and posting 35% YoY earnings growth, ...

Apple is playing catch-up to its AI competitors, including Alphabet, Amazon and Microsoft. While AAPL has underperformed ...

Early Nvidia investors have been rewarded handsomely, watching the AI chip giant rise to become the world’s most valuable ...

This correction signals a major change in market perception. The focus has shifted from praising Oracle’s ambition to ...

MCP is transforming AI agent connectivity, but authentication is the critical gap. Learn about Shadow IT risks, enterprise ...

Instead of unleashing a round of celebrations, OpenAI’s CEO, Sam Altman, in an internal memo declared a “code red” general ...

The Linux Foundation has teamed up with key AI players, including OpenAI and Anthropic, to launch the Agentic AI Foundation (AAIF).

The year is winding down and the S&P 500 has climbed 17% in 2025, hovering just shy of its all-time high amid robust economic ...

With founding contributions from Anthropic, Block, and OpenAI, the AAIF unites cutting-edge technology and open source ...