The AI spending boom has created an uncomfortable split in technology stocks. Investors are willing to reward companies that can turn massive infrastructure investments into recurring revenue, but they are becoming less forgiving when those investments crush …
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the enterprise-software, cloud and artificial-intelligence powerhouse, climbed approximately 1.1% to $488.93 Monday even as semiconductor stocks dragged the Nasdaq lower. That resilience is no…
USDC supply increased by roughly $2 billion in seven days, with Bernstein citing higher transaction activity and several factors that could support further growth.
Nvidia , the poster child of the AI trade, will report earnings Wednesday night. The fundamentals and the charts suggest investors should proceed with caution. For a variety of reasons, sentiment around the AI buildout beneficiaries has started to sour. Pushb…
The Billion-Dollar Bet on Agentic Settlement The race to build plumbing for the agent economy is increasingly defined by a tension between open standards and proprietary gardens. While many startups in this space lean on the speculative promise of future auto…
