NEWS

Jensen Huang calls today’s AI wave a once-in-a-generation infrastructure cycle spanning chips, data centers, energy, networking, and software. That view underpins...

Thesis: The claim that Amazon’s free cash flow (FCF) could turn negative while Alphabet’s stays positive is plausible—but not guaranteed. Both companies are in the...

Microsoft is heading deeper into the AI infrastructure spending cycle, but BNP Paribas argues the company’s free cash flow (FCF) profile...

Global semiconductor revenue is now within striking distance of the trillion-dollar mark. After a powerful rebound in 2025, industry sales...

Amazon.com, Inc. is signaling a step-change in investment to capture surging demand for AI infrastructure. Management outlined a plan to deploy...

MicroStrategy closed the quarter with a headline GAAP loss that dominated the conversation. The culprit wasn’t a sudden collapse in software...

Amazon posted a blockbuster holiday quarter with double-digit top-line growth and a sharp jump in operating income. Cloud momentum returned...

U.S. equities fell for a third straight session on Thursday, February 5, 2026, as investors digested a cocktail of heavier...

Alphabet just put a number on the AI arms race that made Wall Street blink: $175–$185 billion of capital expenditures in...

Qualcomm posts record quarterly revenue and solid EPS in fiscal Q1 2026, powered by Automotive and IoT, but issues cautious...