Microsoft

Tales from the Melt-Up in the AI Time Machine

Foxconn goes from iPhones to AI gear; Cisco goes into retro 1999 party mode while reducing headcount

Three Puzzle Pieces in the AI Mosaic

Reasons for concern as reality intrudes

IPO Outlook: OpenAI Looks a Little Like Netscape

You can see why Sam Altman is reluctant to go public

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