Out-of-home advertising defies traditional media decline as measurement, technology, and AI fuel record revenue growth.
Morgan Stanley just revised what it costs to build a frontier AI cluster, and the new numbers are reshaping which companies can actually compete in the AI arms race. The financial gap between winners ...
Andy Jassy inherited AWS, a bloated cost structure, and a stock already priced for perfection. Four years of layoffs, AI bets ...
Political backlash to data centers is putting gubernatorial candidates in the hot seat as the presence of the massive AI ...
AWS and Anthropic have released the Claude apps gateway for AWS, a self-hosted control plane that centralizes identity, ...
ASML, the world's dominant supplier of equipment needed to make high-tech computer chips, raised its 2026 sales forecasts on ...
Burdened by rising costs from labs like OpenAI and Anthropic, U.S. companies have begun to shift to Chinese models in a ...
Google’s Pixel 10 Pro launched just over a year ago to nearly unanimous praise and a $999 price tag. Seeing an unlocked model ...
Andvari reviews portfolio performance and warns of potential overbuilding in the AI infrastructure cycle. Read the full ...
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark International Small Cap Fund”.
Amazon.com, Inc. (NASDAQ:AMZN) is one of the high-growth wide-moat stocks to buy. On July 7, Reuters reported that Amazon ...
Moneycontrol first reported on Emergent's fundraising plans in April and on Amazon's interest in June. The startup has ultimately chosen to close a smaller round for now, as per CEO Mukund Jha who ...
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