Five CEOs this week reminded me that this is a truce, not an agreement, and one top Fortune 500 executive who recently met ...

They forecast global AI capex to grow 60% year-on-year to $360 billion in 2025 and a further 33% to $480 billion in 2026.

Why May 28? That's when Nvidia is scheduled to announce its results for the first quarter of fiscal year 2026, which ended on ...

Alphabet Class C ( ($GOOG) ) has been popular among investors this week. Here is a recap of the key news on this stock.

Tech stocks are outperforming dividend stocks, and even as a dividend investor, I welcome it and explain why. Check out why tech’s rise is good news.

Irenic Capital was founded in October 2021 by Adam Katz, a former portfolio manager at Elliott Investment Management, and ...