One such firm that I monitor closely is Coatue Management, founded by Philippe Laffont. During the third quarter, Coatue reduced its position in Nvidia (NASDAQ: NVDA) by 14% -- selling 1.6 million ...

When we prompted multiple AI models on why they lie, the first thing they wanted to do was differentiate lies from ...

The two tech titans provide the most advanced offerings for businesses, according to a Gartner analysis. The firm also ...

As AI vendor race competition heats up, Gartner has identified the companies to beat in nearly 30 AI technology races across five categories. “The company to beat is determined by a methodology based ...

Adobe’s ADBE fourth-quarter fiscal 2025 results reflected the benefits of the ongoing AI push that has been helping in ...

In this piece, I'll cover every aspect of tackling your own agent orchestration initiative, from selecting the right ...

Microsoft Corporation's AI spending drive growth, but rising costs impact margins and cash flow. Click for why we await proof ...

Depending who you ask, AI-powered coding is either giving software developers an unprecedented productivity boost or churning ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Yet Alphabet appears to have put these worries to rest, and the stock's recent rally has put a $4 trillion market cap in ...