Open AI protocols are weakening SaaS moats. Discover why frontier labs like Anthropic may capture more enterprise AI value ...

Agentic AI is raising compute costs, compressing SaaS margins, and disrupting seat-based pricing. See which software ...

The S&P 500's historic bull market may have 1-3 years left. See why a correction could come first and where AI stocks may ...

Nvidia’s pace of growth in the Data Center segment has been nothing short of remarkable. Data Center revenue reached $89 billion in Q2 FY27, up nearly 9x over the last three years. Meanwhile, Nvidia’s ...

Pick the plan that fits how you invest - from deep-dive research and real-time alerts to downside protection. Best if you're new to I/O Fund and want to see the quality of our research every week - ...

Project Jupiter highlights growing power and infrastructure constraints facing Bloom, Oracle, and Applied Digital data center ...

CoreWeave saw muted price action following the latest earnings report; yet the soft price action is rare for the AI darling. The company went public in March and has stood out as the premier IPO among ...

Three months ago, GPUs were all the rage, and the idea that CPUs could challenge GPUs when it comes to AI budgets was unfathomable. The shift in this perception is evident not only in management ...

Big Tech is spending tens of billions quarterly on AI accelerators, which has led to an exponential increase in power consumption. Over the past few months, multiple forecasts and data points reveal ...

Oracle is a stock that was long-forgotten about in the cloud era when the Big 3 — Microsoft, Google and Amazon — and many best-of-breed companies stole the spotlight. Oracle struggled to report growth ...

The stock market in 2025 was a high-stakes tug-of-war between geopolitical tensions and the AI trade. Headlines were dominated by the DeepSeek fears, trade wars, tariffs, and persistent whispers of ...