
The hyperscalers' cloud businesses are minting cash, but neoclouds have been putting up jaw-dropping growth rates.
AMZN is down 1.23% today in the Consumer Discretionary sector. Volume is 0.

The hyperscalers' cloud businesses are minting cash, but neoclouds have been putting up jaw-dropping growth rates.

More users, high usage frequency, vastly greater per-task complexity, and persistent time sensitivity are placing token consumption on a trajectory that outpaces any realistic sup…

Bankers working the deal, led by Goldman Sachs and Morgan Stanley as the co-lead, priced SpaceX at $135/share last night, giving the company a market cap of roughly $1.77 trillion.

REVIEW PREVIEW NEWSLETTER To Infinity and Beyond. There are 3,362 companies listed on the Nasdaq Composite. On Friday, only one seemed to matter. SpaceX, Elon Musk’s rocket and AI…

After a strong quarter powered by AI and its mainframe business, the technology giant's stock has surged, forcing a hard look at whether its strategic pivot is truly paying off.