SMHX focuses on fabless semiconductors with top AI exposure, cost-efficient foundry partnerships, and long-term growth ...
OpenAI's Sam Altman sparked fears of an AI bubble. Business leaders like Bill Gates, Mark Cuban, and Jensen Huang disagree over whether one exists.
One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the ...
Adobe Inc. brought together 10,000 marketers, filmmakers and content creators to its annual conference this week to persuade ...
Silicon Valley’s mega AI spending spree isn’t slowing down anytime soon. But Wall Street’s patience to see a return might be wearing a little thin.
Humans still matter most. Google Research head Yossi Matias argues that AI won’t replace scientists — it will multiply their ...
In real-world, multi-step tasks, generative AI's inherent lack of control is a critical flaw. Because the AI produces ...
Once a money-losing backwater, Google Cloud has become one of Alphabet's fastest-growing businesses, powered by massive bets on AI and years of costly investment in datacenters, custom chips, and ...
The fate of Cursor and Replit and the rest could follow a number of paths. Cursor recently announced it is developing its own ...
October 27, 2025 – PRESSADVANTAGE – In Fall 2025, a major transformation is underway in how local businesses appear online, ...
Apple's revenue and EPS exceeded estimates, but iPhone revenue and China sales missed expectations. Tim Cook talked AI and ...
Here is a funny number to chew on. Sometime in the early part of 2026, if current trends persist, Google will have a spending rate on servers that is in ...