AI trifecta, VMware moat, and rising capex tailwinds support FCF and dividends. Click to read why AVGO is a Strong Buy.

Like Google and Meta Platforms, Amazon knows exactly how to infuse AI into its business operations such as online retail, transportation, advertising, and ...

Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to ...

The pace of innovation in advanced packaging is rewriting the rules that IC and package teams have relied on for decades.

We came across a bullish thesis on IREN Limited on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article ...

Hello Nvidia. Here comes Cerebras, the new darling of AI compute, with a $10 billion OpenAI contract and a new $1 billion in ...

Sam Altman bats for “Democratic AI”, arguing that India possesses the rare combination of technical talent, a massive scale ...

The Lakebase service has been in development since June 2025 and is based on technology Databricks gained via its acquisition ...

V-shaped engines like the V6 and V8 power lots of cars, but you probably never think about what, exactly, that V angle is.

Google Ads is testing a ROAS-based tool that suggests conversion values to help advertisers bid smarter for new customers.

AI agents capable of handling large portions of chip design and verification are less about convenience and more about ...

OpenAI has spent the past year systematically reducing its dependence on Nvidia. The company signed a massive multi-year deal with AMD in October 2025, struck a $38 billion cloud computing agreement ...