Snowflake shows slowing 28% growth, declining retention, heavy stock comp, high leverage, rich valuation, and a $110 target.
OpenAI’s unprecedented fundraising has fuelled unparalleled growth. In 2023 its revenue passed $1bn. In 2025 it reportedly hit $13bn, rising to an annualised rate of $20bn by the year’s end. It took ...
Blue Owl Capital is rated 'Hold' due to near-term technical upside but significant unresolved long-term risks. Click to read ...
Quantum hardware has finally crossed a psychological threshold: it is no longer a science project in search of a purpose, it is a working tool that large companies and governments are starting to use.
Some of the most successful trades don’t start with high-velocity breakouts. Instead, they start with volatility compression.
AMD also compares the Ryzen AI Max+ directly against the Apple MacBook Pro M5 and finds it to offer superior performance in ...
The Tribunal ruled that inclusion of giant companies distorted arm’s length results for a small captive service provider. High-turnover companies were excluded to ensure meaningful ...
So, everyone’s talking about Nvidia and just how many GPUs they’re actually selling. It feels like every other day there’s a ...
Quantum computing pure-plays have emerged as some of the most popular artificial intelligence (AI) stocks. Outsized momentum ...
Rigetti Computing boasts an interesting picks-and-shovels strategy. But commercially viable quantum devices remain years away ...
Baidu has established a comprehensive AI cloud infrastructure that integrates computing resources, foundation models and ...
From AI-native platforms to intent-driven infrastructure, tech leaders reveal the cloud changes poised to redefine how ...