The median US technology stock is undervalued, with a reasonable margin of safety. We see hardware as the most undervalued, ...

The United States and China are two undisputed global superpowers, not just based on their economies and militaries but also ...

Fifty years ago, on April 4, 1975, Bill Gates and the late Paul Allen founded Microsoft. A half century later, it’s one of ...

Unfortunately for Big Tech, such a war may be about to erupt. The Trump administration’s evident contempt for Europe may not ...

New tariffs on steel, semiconductors, and critical components stand to alter the cost structure of data center operations.

Recent survey data from 1,250+ development teams reveals a striking reality: 55.2% plan to build more complex agentic ...

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Microsoft is in a strong position 50 years into its existence, but regulations and competitive pressures in artificial ...

Tariffs Set Off Wall Street’s Steepest Plunge Since 2020 LIVE S&P 500 Is Down Almost 5% as Trump’s Moves Stun Markets Eight oil producers follow President Trump’s tariffs with a surprise ...