Nvidia partners Yotta, L&T and E2E to build sovereign AI infrastructure, Blackwell clusters and AI factories under India’s AI ...
What has been called the “SaaSpocalypse” isn’t about software dying. It’s about control — specifically, who controls the orchestration layer of enterprise AI. And right now, that battle is ...
Retail investors live in a world defined by daily headlines. A missed earnings estimate or a slight delay in a product launch ...
The man who called the 2008 housing crash is now betting Palantir — Wall Street's AI darling, will lose 70%+ of its value, armed with a 10,000-word Substack, hand-drawn charts, and put options ...
Tesla shared today that the first Cybercab production unit has rolled off the assembly line at Gigafactory Texas. The ...
AI is furthering the war on reality — one that reality looks to be losing, with no obvious reason for optimism in sight. AI-driven strangenesses like this fable merely highlight the need for all of us ...
Microsoft (MSFT) is entering a new chapter in its artificial intelligence (AI) strategy—one defined less by partnership and ...
Topicus is a “10-year hold” candidate because it buys sticky vertical software businesses and reinvests cash into more ...
Lazard Equity Franchise Portfolio fell 6.6% in Q4, underperforming the MSCI World Index. Explore our analysis of top holdings like Fiserv and Cognizant now.
Subaru's betting aggressive sales growth will offset tariffs that are threatening to wipe out its operating profits.
IBM has tripled entry-level hiring for 2026, targeting software developers while 37% of companies plan to replace those roles with AI.
Ecosystem integration and software value” The line landed like a gut‑punch across AR boardrooms this week because it reframes the race for smart glasses around ...