For most of the AI boom, investors had a simple playbook: buy the companies selling GPUs, the powerful chips used to train ...
Investors watched Oracle Corporation (NYSE: ORCL) surge to a closing price of $198.38 on Dec. 22, marking a gain of over 3% on heavy trading volume. While the broader technology sector has spent the ...
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The next phase of AI spending is already underway
The AI trade has been easy to understand so far. Investors piled into chipmakers and model developers, betting that demand for compute and large language models would define the next cycle of growth.
The first phase of the artificial intelligence (AI) supercycle was all about chips. It didn't take long for the whole market to catch on when Nvidia became a household name and data center stocks ...
Enterprise AI adoption is in crisis. According to Gartner, only 54% of AI pilots reach production, and fewer than half of those deliver the expected benefits. Meanwhile, Microsoft's 2025 Work Trend ...
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