News

CoreWeave's Moat Is Just Starting
CoreWeave’s revenue skyrocketed from $16M in 2022 to $1.98B in 2024, signaling AI-driven hyperscale momentum. Read why CRWV ...
Stressful Markets, But Lots Of Opportunities In Tech
Interesting time to be in the market. Also, a stressful time to be in the market. In terms of tech and how everything is ...
Why New AI Winners Marvell Technology, Credo Technology, and Nebius Group Plunged in March
Shares of new artificial intelligence (AI) winners Marvell Technologies ( MRVL 7.55%), Credo Technologies ( CRDO 8.61%), and Nebius Group ( NBIS 5.75%) plunged in March, down 32.9%, 27.2%, and 35%, ...
Microsoft isn't abandoning OpenAI, but it's definitely cozying up to DeepSeek
Microsoft isn't abandoning OpenAI, but is hedging its bets by embracing these alternatives. For investors watching this space, Microsoft's diversification strategy speaks volumes about where the ...
Microsoft is quietly using DeepSeek's technology. What that means for AI stocks.
Microsoft's diversification from OpenAI speaks volumes about the future of AI investing . When I wrote about DeepSeek's remarkable AI breakthrough in January, ...
Microsoft is quietly integrating DeepSeek’s technology. What that means for AI stocks.
When I wrote about DeepSeek’s remarkable AI breakthrough in January, I didn’t expect to see my predictions validated so ...