The conglomerate's long-time CEO is leaving successor Greg Abel with a stock portfolio full of great companies with enormous ...
CIFR's AI/HPC pivot gains traction with long-term AWS and Fluidstack deals, $8.5B in leases, and 544 MW contracted in one quarter.
If data is the new oil, data centres are the refineries converting it into AI-ready fuel. And India is fast emerging as the ...
The underperformance isn't unique to this year. Since the end of 2020, Amazon's (AMZN) stock has underperformed the S&P 500 index SPX, rising 42.5% through Monday compared with the broader market's 83 ...
In an uncertain market, owning the right businesses that have the ability to grow for a long time matters more than timing ...
Artificial intelligence continued to have a big impact of information management in 2025. Also selected are case studies and CDO interviews that show the enduring value of good data management.
Winners in tech in 2026 will most likely be innovators with scale. AI leaders like Alphabet, Amazon, and Apple are embedding ...
Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Netflix ( NFLX 0.29%) has split its stock multiple times, with three significant stock splits in its history: a 2-for-1 split ...
Vernon, an industrial town with just a little more than 200 residents, has become Southern California’s unlikely AI data ...
Latency issues with cloud: AI often demands near-zero latency to deliver actions. "Applications requiring response times of 10 milliseconds or below cannot tolerate the inherent delays of cloud-based ...
Traditional cloud architectures are buckling under the weight of generative AI. To move from pilots to production, ...