A single position now dominates the portfolio, and the math behind that conviction starts with recurring revenue, not hype.

With AWS doubling power capacity, Nova and Bedrock deepening its AI stack, Wall Street assigning a Strong Buy rating, plus ...

Alibaba Group is facing slowing Chinese consumption, e-commerce deceleration, and margin pressures. Read why I rate BABA ...

Discover the best Application Performance Monitoring (APM) tools that enable enterprises to enhance application performance, ensure seamless digital experiences, and drive long-term growth in 2025.

Sigma Browser has announced the launch of Sigma Eclipse, the world’s first private AI-powered browser built around a fully cloudless large language model. The update introduces a new approach to ...