Microsoft

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

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

Fall is Upon Us, but Tech Markets Feel the Heat

Is it really so different this time?

The AI Boom: Three Secondary Concerns and One Primary Anxiety

Maybe it’s not a bubble on the verge of bursting, but nor is it sustainable

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

A Tale of Datacenters and Places: Clouds Come Down to Earth

Datacenters need homes, but not everybody wants them