Chinese tech giants race to create the ‘everything app’ of the future
NANJING, CHINA – NOVEMBER 25: Aerial view of Alibaba Jiangsu Headquarters at night on November 25, 2025 in…
Deutsche Bank says the ‘honeymoon is over’ for AI
This year will be the most difficult one yet for artificial intelligence, according to Deutsche Bank Research Institute.…
Meta lays off VR employees, underscoring Zuckerberg’s pivot to AI
Meta CEO Mark Zuckerberg demonstrates an Oculus Rift virtual reality (VR) headset and Oculus Touch controllers during the…
Apple and Google are teaming up on AI. What it means for both stocks
Wall Street analysts believe the new partnership between Apple and Alphabet strengthens the investment cases for both companies.…
Space X, OpenAI and Anthropic could IPO this year — but is it willing to pay?
Highly anticipated public listings of SpaceX, OpenAI and Anthropic are expected this year, but questions remain over whether…
Maturing bull market faces some early tests to begin 2026
Bull markets are almost never cut short by geopolitical flareups, in case anyone is wondering. More often they…
Forget the bubble talk — why you need to own AI stocks in 2026
I am tired of the lies, exaggerations, and dispersions that are constantly told in the assault on the…
Nvidia quietly bought a competitor last week. Why analysts believe this could be big deal
Nvidia has considerable room to run after spending billions of dollars on assets from artificial intelligence accelerator chipmaker…
Meta acquires intelligent agent firm Manus, capping year of aggressive AI moves
The logo of Meta is seen at the Viva Technology conference dedicated to innovation and startups at Porte…
The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from…
We’re putting an AI giant in the Bullpen — not letting a mistake cloud our judgment
Alphabet can no longer be ignored. It is going back into our Bullpen list of stocks to watch…
Data center deals hit record amid AI funding concerns grip investors
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build…