BlackRock CEO Larry Fink just told the world what most of Wall Street is still missing: the artificial intelligence boom is real, it is not a bubble, and the companies that will dominate the next…
Oracle’s Wild AI Gamble
March 17, 2026
Oracle is speeding up the process of becoming a leader in the AI industry by building its data-centers at an aggressive pace, but its use of capital is concerning. On 17 March 2026, it dropped…
AI Boom, $5.1B Revenue & Buy or Bail?
March 10, 2026
The equity of CoreWeave has soared significantly in the last one year as a result of a strong demand in cloud computing service in AI. By the end of 2025, revenue grew over four times, to…
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There is a notable influx of AI projects underway today at Broadcom which has drawn substantial interest in the semiconductor industry. After the company released its fiscal 2026 first-quarter earnings, the firm outperformed market expectations…
Two billionaire hedge fund titans just made a bold bet on AI’s future. In Q4 2025, Cliff Asness of AQR Capital Management and Steven Schonfeld of Schonfeld Strategic Advisors snapped up Nvidia shares while unloading SanDisk,…
Foxconn, a manufacturing giant in Taiwan, has broken the previous forecasts and recorded an incredible fourth-quarter performance, aided by a strong demand for artificial intelligence technologies. On January 5, 2026, the world largest contract electronics…