OpenAI said on Saturday that the agreement it struck a day ago with the Pentagon to deploy technology on the U.S. defense department's classified network includes additional safeguards to protect its use cases. U.S. President Donald Trump on Friday directed the government to stop working with Anthropic, and the Pentagon said it would declare the startup a supply-chain risk, dealing a major blow to the artificial intelligence lab after a showdown about technology guardrails. Anthropic said it would challenge any risk designation in court.
OpenAI just broke its own record. The company behind ChatGPT announced Friday it has raised $110 billion in new funding, nearly tripling the $41 billion round it closed in March 2025, which was itself the largest private tech fundraise in history at the time. The company said Amazon (AMZN) is ...
Microsoft's stock has massive upside that investors don't often see from trillion-dollar companies.
Greg Abel identified four large Berkshire equity investments—Apple, American Express, Coca Cola and Moody’s—and suggested they are forever stocks, or close to it.
This asset management firm targets high-quality U.S. equities through a disciplined, valuation-driven investment approach.
One particular member of the "Magnificent Seven" is valued at a discount compared to its peers, but that could change swiftly.
Here's everything we know about the biggest AI infrastructure projects, including major spending from Meta, Oracle, Microsoft, Google, and OpenAI.
We came across a bullish thesis on DigitalOcean Holdings, Inc. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on DOCN. DigitalOcean Holdings, Inc.’s share was trading at $59.27 as of February 25th. DOCN’s trailing and forward P/E were 29.55 and 16.69 respectively according to Yahoo Finance. DigitalOcean Holdings, Inc., through its subsidiaries, operates an […]
Richtech Robotics (NASDAQ:RR), a company that specializes in developing, manufacturing, and deploying robotic solutions for automation, is currently trading at $2.74, down 28% over the past month after a January scandal exposed what multiple law firms allege was a misrepresentation of the company’s relationship with Microsoft. Retail sentiment on Reddit has climbed from a quarterly average ... Reddit Traders Are Chasing a Squeeze on RR, Not Its Fundamentals
Investors may want to take a closer look at this potential AI winner before it soars higher.
The coming week's stock market action will largely revolve around investor response to Saturday's U.S.-Israeli attack on Iran.
Microsoft stock is trading at a valuation low not seen since the depths of the 2023 sell-off.
Microsoft (NasdaqGS:MSFT) expanded its partnership with SpaceX's Starlink to bring satellite internet to hundreds of community hubs in Kenya. The collaboration aims to connect rural and remote areas to Azure cloud and AI services using Starlink's low Earth orbit satellite network. The move reflects a focus on underserved markets and comes despite legal frictions involving OpenAI and Elon Musk. For Microsoft, this Kenya rollout fits directly into its core cloud and AI business, widening the...
If you invest $1,000 in Apple stock today, see what analysts project it could be worth in five years based on growth and market trends.
We came across a bullish thesis on Cadence Design Systems, Inc. on Expanse Stocks’ Substack by Nikotes. In this article, we will summarize the bulls’ thesis on CDNS. Cadence Design Systems, Inc.’s share was trading at $299.46 as of February 13th. CDNS’s trailing and forward P/E were 77.18 and 37.74 respectively according to Yahoo Finance. Cadence Design Systems, […]
The NYU professor and podcast host is hoping to wipe out a quarter billion in market cap from 10 tech companies in his protest of Trump administration immigration policies.
Microsoft-backed spreadsheet competitions are turning Gen Z college students into job-market standouts.
The race is on, and major tech players are spending big on data centers for their AI goals.
Intapp (NASDAQ:INTA) used its Investor Day 2026 event to outline how management views the shift to agent-based artificial intelligence as a major opportunity for the company’s software platform serving capital markets, legal, and advisory firms. Executives highlighted record recent results, steady r
An exchange-traded fund can save investors from picking winners and losers in complex industries like artificial intelligence.
Apple (NasdaqGS:AAPL) is reportedly accelerating work on AI-integrated wearables, including smart glasses, camera equipped AirPods, and an AI pendant, targeting potential launches in 2026. CEO Tim Cook has flagged an upcoming week featuring multiple product launches, such as a low cost MacBook, new iPads, a possible foldable iPhone, and an entry level iPhone 17E. The push into AI devices and a broader hardware refresh could affect Apple's position in wearables and expand its reach across new...
Peter Thiel sold his positions in Apple and Microsoft in the fourth quarter.
Constellation Energy (NasdaqGS:CEG) completed its acquisition of Calpine Corporation, creating one of the largest electricity producers in the United States. The company expanded its power agreements with data center operators, including CyrusOne and Microsoft, targeting high-demand digital infrastructure. Constellation secured a Department of Energy loan guarantee to restart the Crane Clean Energy Center. Regulators approved 20 year license renewals for several core nuclear plants,...
Investors have a rare buying opportunity with these three stocks.
On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said he remains "confident" that Big Tech's massive AI infrastructure spending will continue. AI CapEx Nears $700 Billion As Investors Question Durability During Nvidia's fourth-quarter earnings call, BofA Securities analyst Vivek Arya asked whether cloud providers can sustain nearly $700 billion in projected AI-driven capital expenditures, especially as cash flow tightens at some companies. Major players, including Amazon.com, Inc. (NASDA


