Cloud

Oracle Takes a Tumble as Investors Get Jittery About AI Spending

The risks are real; the market is right to price them into calculations

Why It Would be Madness for Google to Compete Directly Against Nvidia

For whom the AI chip tolls

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

Decoupling Technologies from Market Bubbles

AI will outlive a bursting bubble

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?

Ethernet Strikes Again

A comforting constant in an ever-changing world