This gap between AI investment and AI delivery sparked the recent sell-off, and I think it will shape the contours of 2026.

From a sell-off in Nvidia shares to Oracle’s plunge after reporting mounting spending on AI, signs of skepticism are ...

To further expand its AI technology, IBM has turned to acquisitions -- and one of its next ones will be Cognitus. On the ...

In 2025, carbon removal faced a market reckoning as buyers ditched moonshots for delivered tonnes, favoring biomass and ...

Microsoft has long been a leading cloud company, but it stood out in the AI race because early on it took what is now a 27% ...

Don't miss this limited-time Windows 11 Pro deal for just $9.97 (MSRP $199). No coupon needed. Sign up for The Daily, ...

Market concentration has reached levels not seen in decades. The three largest U.S. stocks now represent over 20% of the S&P ...

However, if you don't want Gemini interfering with your Workspace flow, you can easily disable all smart Gemini features in ...

Danayit Rifael celebrates in a Christmas-themed bar for SantaCon, an annual tradition in San Francisco, on Saturday, Dec. 13, ...

Summary Marvell Technology (NASDAQ: MRVL) recently got just the pop that AI investors have been waiting for. Despite it still lagging behind peers like Intel (NASDAQ: INTC) and Broadcom (NASDAQ: AVGO) ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

While the human oddsmakers have installed the Bills as slight favorites for Sunday's AFC East showdown against the Patriots ...