Google is emerging as the early winner in the Big Tech AI race—and its stock price is blowing away competitors ...

Platinum Asset Management, an investment management company, released its Q3 2025 investor letter for “Platinum International ...

Citi forecasts strong growth for S&P 500, driven by AI adoption and Big Tech earnings. However, volatility risks may increase ...

Platinum Asset Management, an investment management company, released its Q3 2025 investor letter for “Platinum International ...

Amazon's $35 bn commitment comes as global tech firms deepen their India focus, accelerating AI, cloud and data-centre expansion while strengthening links with a growing, skilled workforce ...

Moat Index, long underweight the Magnificent 7, selectively welcomes back cheap names, including NVIDIA. Read more here.

If your AI feels slow, expensive or risky, the problem isn’t the models — it’s the data, and cognitive data architecture is ...

The iShares Global Communications Services Sector ETF (IXP) is now rated 'hold' after a steep run-up of Alphabet's shares.

The artificial intelligence boom has become the defining growth story of the U.S. economy, lifting stock indexes, fueling a construction wave of data centers, and reshaping corporate investment plans.

Meta’s surge today reflects a clear message from markets: strategic discipline matters as much as innovation. By signalling meaningful cuts to metaverse spending and reinforcing its focus on ...