Oracle activity within the s&p 50 highlights enterprise software platforms, cloud infrastructure expansion, and institutional participation shaping the global technology and digital infrastructure ...

We came across a bullish thesis on Waste Management, Inc. on Roche Capital’s Substack by Pedro Ortiz. In this article, we ...

While reaffirming its Microsoft partnership, the company is building a Bedrock-native orchestration layer that positions it ...

Local companies should prepare for sustained increases in cloud and hosting fees throughout 2026, say industry players.

Enterprises are scrambling to keep up as AI workloads fragment. The answer is in neutral hubs to orchestrate distributed infrastructure, says Equinix.

Companies are spending enormous sums of money on AI systems, and we are now at a point where there are credible alternatives ...

Vast Data expands AI Operating System with global control plane, zero-trust agent framework and deeper Nvidia integration - ...

Long-time readers of mine know that my favorite fundamental stories are “pick and shovel” investments. For instance, during the gold rush, the businesses that sold the picks, shovels, and denim jeans ...

We came across a bullish thesis on ProPetro Holding Corp. on Guasty Winds Investment Ideas’s Substack by Guasty Winds. In this article, we will summarize the bulls’ thesis on PUMP. ProPetro Holding ...

The Supply Chain Management (SCM) market is witnessing steady adoption across manufacturing companies, retail enterprises, logistics providers, healthcare organizations, e-commerce platforms, and ...

Amazon invests $50B in OpenAI and expands AWS deal to $138B. Analysis of stateful runtime, Frontier distribution, Azure ...

The global data center market is expanding rapidly, expected to be valued at around US$347.3 billion in 2026 and projected to reach ...