Lagging artificial intelligence developments pushed top researchers and company executives out of Apple, Tesla and Meta.
The fate of Meta’s latest AI model, reportedly codenamed Avocado, is being widely seen as a test of Wang’s leadership and the ...
The last time so much wealth was tied up in such obscure overlapping arrangements was just before the 2008 financial crisis.
Amazon and Microsoft announced over $52 billion in new India investments this week, accelerating cloud, AI and data-centre ...
This gap between AI investment and AI delivery sparked the recent sell-off, and I think it will shape the contours of 2026.
The next generation of triple trillionaires is already in the making. I predict that Broadcom ( AVGO 11.43%), at $1.9 ...
The pure Nvidia numbers/guidance and strategic vision shows the AI Revolution is NOT a Bubble… instead its Year 3 of a ...
Meta Platforms' Family of Apps segment delivers robust profitability, with net profit margin above 30% and ROIC exceeding 23% ...
Tech giants spent trillions securing AI capabilities in 2025, while SA saw major telco consolidation and fintech IPOs reshape ...
In late 2024, internal analysts at Meta reached a stark conclusion: more than one in ten dollars the company expected to earn ...
The central bank is widely expected to lower its benchmark lending rate on Wednesday. But investors are worried about what ...
Ben Powell, chief investment strategist for APAC, argues that the companies supplying the backbone of the AI ecosystem remain the most reliable winners.