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 increasing. Read more at straitstimes.com. Read more at straitstimes.com.

Microsoft has started adding “generated using Copilot” to OneDrive’s iOS changelog. It doesn’t appear everywhere, but it ...

The veteran tech giant continues to strengthen its position in the AI space.

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.

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 ...