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Broadcom’s custom silicon advantage dominates the AI hardware beat, delivering outsized revenue growth while Marvell ...
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Cadence Design Systems posted a strong Q1 FY2026, underscoring a rising demand for AI chip design tools. A record bac...
Mastercard PayPal: The Argument Over Which Fintech to Buy
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Starboard’s Dynatrace Play: Activist Turnaround or Sale
Starboard Value’s effort at Dynatrace tests whether the observability software maker can turn around on its own or be...
Meta Quietly Emerges as a Strong Mega-Cap Alternative
Meta quietly positions itself as the strongest mega-cap alternative this summer, leveraging ad momentum and a new AI ...
GOP’s Billion War-And-Voting Bill Advances Ahead of Midterms
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SaaS Moat Erodes as AI Advances, SaaS Leader Warns
A prominent SaaS executive warns that AI could erode long-standing moats, while industry data show enduring protectio...
Top Altcoins to Invest in 2026: Bitcoin Holders Double Down
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