Archive

Valuations Are Falling… But Momentum Still Rules

Folks, valuations or sentiment alone cannot stop a bull market...

The Recession That Isn't

When you take out the noise, the rest of the economy is chugging along...

No, the AI Boom Isn't Cooling Down

AI infrastructure cycles don't move in straight lines...

• AMZN
• GOOGL
• META
• MSFT
• ORCL
• WCLD

Prepare for a Massive Digital Overhaul

DOGE's agenda could accelerate the U.S. government's IT investments...

• EQIX
• MSFT
• NVDA

Revamping the Public Sector With 'Hackathons'

Broader AI adoption in the U.S. government could propel one industry leader, and even the smaller players...

• PLTR

A Cautionary Tale From the U.S. Health Care System

This is a story about real people – and what happens when the systems they rely on stop working...

A Second Chance to Profit From the AI Boom

Nearly every interaction you have with the government will eventually be touched by AI...

Don't Underestimate a 'Sticky' Business Model

While users weren't happy with this change, they couldn't fight the industry's addiction...

• ADBE

AI Supremacy Will Dictate the Balance of Power

Public and private AI investments could determine global tech dominance...

• MSFT
• NVDA

AI Is Reshaping the Corporate Playbook

These companies are using AI to redefine the future of work in the U.S...