Cybersecurity stocks surged in 2026 as AI-enabled cyberattacks rose 89%. Explore the trends driving demand, valuations, and ...

Enterprise and neocloud demand, rack-scale CPUs, and liquid cooling are driving a $1 trillion AI server opportunity. Here’s ...

In early October 2026, three large AI hardware financing deals made headlines. SpaceX is reportedly looking to raise $40 billion to acquire Nvidia processors, and Broadcom is reportedly turning to its ...

In April, there was a major shift in the AI accelerator market, and for once, it didn’t come from Nvidia. Six months later, merchant TPUs are moving from announcement to commercial execution, with ...

On October 12, 2026, Microsoft announced its Maia 300 custom AI chip, with CEO Satya Nadella calling it his company’s “biggest bet yet on our own silicon.” Microsoft is expecting to scale to ...

For investors who think they’ve missed out on AI, the best is yet to come. But first, there will be a notable correction. Since March 2009, the S&P 500 has experienced five declines of roughly 20% or ...

In last week’s report, we laid out the case for a continuation of the secular bull market for months to years, which would be led by AI. From our analysis, we believe the best gains are yet to come; ...

Nvidia’s pace of growth in the Data Center segment has been nothing short of remarkable. Data Center revenue reached $89 billion in Q2 FY27, up nearly 9x over the last three years. Meanwhile, Nvidia’s ...

For more than two decades, enterprise software has been one of Wall Street’s favorite business models: build the product once, scale up additional users at almost no extra cost, and collect recurring ...

In our previous analysis on SaaS economics, we examined how agentic AI converts traditional fixed enterprise software subscriptions into variable compute expenses, eating away at the 80% gross margins ...