TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” ...

With memory and networking becoming new bottlenecks, the Index added exposure to firms like SK Hynix, Broadcom and Astera ...

Jefferies believes that OpenAI (PC:OPAIQ) is preparing for a major expansion into the enterprise market in 2026 — and this ...

Only a handful of major companies have yet to report their results for the last quarter, and AI leader Oracle is one of them.

We came across a bullish thesis on Veeva Systems Inc. on Compound & Fire’s Substack by Compound & Fire. In this article, we ...

Only a handful of major companies have yet to report their results for the last quarter, and AI leader Oracle (ORCL) is one of them. The Q3 earnings season has largely brought solid results. As of Dec ...

A handful of remaining major companies are reporting their quarterly results this week, including Oracle (ORCL) and Broadcom (AVGO). The Q3 earnings season has largely brought solid results. As of Dec ...

Complying with the DPDP Act isn’t coming cheap with operational costs climbing, fuelled by the need for legal vetting, data ...

Investors say Microsoft's real edge comes from its sprawling AI ecosystem and growing independence from any single model ...

Salesforce’s integration of Informatica into Data 360 aims to give AI agents the shared metadata, lineage, and real-time ...

Zapier reports AI integration enhances workflows by automating tasks and improving decision-making, offering a practical ...

AI-driven CapEx is not a bubble but a survival imperative, fueling a winner-take-most dynamic among Big Tech. Check out two ...