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 ...

In our last broad market report in mid-October of 2024, we stated that “If the S&P 500 can breakout above 5825, then it can likely push into the 6000 – 6185 region.” This was assuming that we hold ...

On February 28th, the U.S. went to war with Iran, and the market was handed the kind of shock it hasn’t contended with for years. The conflict set off a chain reaction across the region: an ongoing ...

While many investors are wondering whether the AI trend is entering dot-com territory, I believe AI’s most powerful move has not even begun. In a series of analyses on the incoming AI monetization ...

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 ...