Big Tech

Navigating Moats and Gaps

All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative

Technologies Change, but Market Behavior is Remarkably Consistent

AI is in the spotlight, but human psychology determines market cycles

Parsing Arista’s Latest Results and Guidance

It’s all good, but the market is ravenously hungry

A Tale of Three Earnings Reports: Microsoft, Alphabet, and Meta

One is at more risk than the others

Super Micro’s Latest Misstep, OpenAI’s Erotica, and Tech Sexpionage

“Dirty ChatGPT” is coming to town

Fall is Upon Us, but Tech Markets Feel the Heat

Is it really so different this time?

Will the Tech Industry Go Underground?

Datacenter Future Could Be Subterranean

Datacenters in Space: Not a Sitcom, but Maybe It Should Be

There’s no serenity now

We’re in a Strange New World

And we haven’t even figured out how to use AI gainfully yet

Earnings Calls Tout AI Growth, but Jobs Don’t Follow

For now, investors are winning; employees not so much