I initiate coverage on ServiceNow, Inc. ( NOW) after a sharp 30% drawdown in 2025. I am neutral on this stock because ...

Most recently serving as Chief Legal Officer and Corporate Vice President at Microsoft Corporation, Nowbar brings extensive experience shaping policy priorities, fostering public trust, navigating ...

Rubin, NVIDIA’s first extreme-codesigned, six-chip AI platform now in full production, and Alpamayo, an open reasoning model ...

The initial promise of AI was focused on cost-cutting and productivity through incremental automation. Tools like robotic ...

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

Connect X9 (1.6 TB/s bandwidth), Bluefield 4 DPU (offloads storage/security), NVLink 6 switch (scales 72 GPUs as one), ...

Of the Morningstar US Market Index’s total 17.4% gains in 2025, 7.0 percentage points—or 40%—came from the tech sector, and ...

At CES 2026, NVIDIA unveiled a major expansion of its open AI ecosystem, releasing new models, datasets, and development ...

Piper Sandler upgraded Varonis Systems (VRNS) to Overweight and downgraded SentinelOne (S) to Neutral while providing its ...

This week - we roundup the highs and lows of 2025 one last time, and strap in for the 2026 kick off, with an early focus on: ...

When pitching the use of a model, data scientists rarely report on its potential value. They then experience an unnerving ...

As AI moves from hype to measurable results, one truth is becoming clear: Enterprise AI needs business context to be fully ...