Very recently, there have been more than suspicions that China has been stealing US AI secrets to build their own models, ...

Ford’s (NYSE: F | F Price Prediction) sales of its two flagship EVs dropped to nearly zero in May. Originally, each was to ...

Oracle (NYSE:ORCL) at $175 looks compelling on the data. The stock has been pulled into the broader software compression trade even as its Q4 report revealed a $638 billion AI backlog that locks in ...

As AI software multiples compress, institutional capital is rotating into aviation, space, and energy hardware stocks ...

Ares Capital (ARCC) is trading at a multi-decade low valuation, and I'm upgrading the stock to a Strong Buy for its ...

Enterprises continue to increase AI spending, but many organizations are struggling to prove ROI, scale successful pilots, ...

Blue Owl Capital is upgraded to "Strong Buy" due to the big 26% discount to NAV and an 11.75% yield. OBDC’s portfolio is ...

Ora Computing is developing software that makes AI models smaller, faster, and more efficient. Its technology helps reduce ...

As organizations race to adopt artificial intelligence, the conversation has increasingly shifted from raw model performance ...

Most people can name the founders of Apple, Microsoft, Meta or Tesla. Fabrice Bellard remains largely unknown outside programming circles despite creating software that helps power much of the modern ...

We nod at it, we put it on slides, and we move on. But the goalposts keep moving. Things that used to live comfortably at the ...