Here's where AI investments stand today, as well as my thoughts on how investors’ strategies are likely to evolve over the coming year.

Tyson Group has been named to the 2026 Training Industry Top 20 Sales Training and Enablement Companies list, a prestigious ...

Across the panel, the consensus was not that an AI bust is imminent, but that differentiation is becoming more important. Erickson said he expects the number of foundational model builders to shrink ...

Microsoft sell-off creates a 29% discount despite strong earnings and Azure demand. Read why MSFT stock discount is a steal.

Q4 2025 Earnings Call February 10, 2026 8:30 AM ESTCompany ParticipantsMark Grant - Senior VP of Investor Relations ...

We came across a bullish thesis on NVIDIA Corporation on Investment Ideas by Antonio’s Substack by Antonio Linares. In this ...

Microsoft’s top sales executive told staff on Friday that the company was uniquely positioned to compete against a new OpenAI ...

Amazon (NASDAQ: AMZN) will spend more money this year than it makes. Meta (NASDAQ: META) is burning through its cash reserves. Oracle (NYSE: ORCL) just borrowed $25 billion to fund a deal with a ...

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “U.S ...

Record quarterly revenue of $270.6 million, up 17% QoQ, and record full-year revenue of $852.5 million, up 115% year-over-yearBroadening Scorpio ...

Microsoft is trying to solve one of the internet’s most fraught problems: how to let powerful AI tools roam the web without hollowing it out. Instead of treating websites as free fuel for chatbots, ...