Enterprise software stocks are down significantly, but this may be a structural shift caused by AI-driven demand suppression, ...

The bubbles are not the end of the new technologies, but an adjustment. Certainly, PCs and the Internet are major economic ...

TSMC CEO CC Wei says he's confirmed semiconductor demand with his customers' customers – cloud giants like Google. Now he's ...

Data: Adapted from BloombergNEF; Chart: Axios Visuals Natural gas is filling the biggest role fueling electricity for data ...

IREN Limited's AI pivot is beating peers like MARA. See a DCF value of $80–$580 vs. ~$55, plus key upside drivers and risks.

AFTER two years of dazzling AI pilots, 2026 is the year businesses face a crucial reality check. It is now very clear that ...

Today's tech giants are starting to borrow more to support AI growth. Ian King sees an uncomfortable parallel to WorldCom in ...

Michael Burry, the contrarian made famous by The Big Short, is once again positioning himself against the market’s hottest story. After years of exuberance around artificial intelligence, he now ...

On top of that, memory companies like Micron are incentivized to reap scarcity-induced profits. In numbers, per Microns’ latest earnings, that translates to $10.8 billion in revenue from DRAM, which ...

When Nigeria signed onto the SDGs, 2030 felt distant, far enough away to delay uncomfortable reforms, close enough to sound serious in speeches, charts, and strategy documents. That distance has now ...

The United States and China are locked in a race for technological dominance, fuelled by unprecedented investment. But this ...

Despite surpassing its average analyst price target, Micron’s forward valuation and memory bottleneck economics point toward ...