Tech giants are engaged in a massive global AI infrastructure capex spree, set to cross $400 billion in 2025, driven by the ...

CoreWeave has faced a sharp sell-off due to execution delays, high-interest debt, and revised FY25 guidance. Click to read my ...

Amazon's AMZN unprecedented datacenter expansion is emerging as the company's most powerful growth catalyst, with AWS ...

Big tech and AI remain dominant market drivers, but energy sector capex is growing to meet rising demand. Read what this all ...

Frapés” and intra-party matters… Meanwhile, at the same time as the Eurogroup yesterday, the entire opposition bet on the submission of the so-called “Frapés,” a Cretan fellow who, it seems, was ...

While there still is an appetite for on prem, really the biggest trend is that the market’s just drying up. A few years ago, ...

Carvana, Robinhood, and Coinbase top the list of companies that made a turnaround and entered the S&P 500 in 2025.

How many data centers will be built – and how much electricity they’ll need – is uncertain. Being prepared costs money, but ...

In the retail world, the two dominant heavyweights remain Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT). In 2025, it was Walmart whose stock outperformed, with it's shares up more than 25%, as of this ...