Meta's contracts due in 2027 rose $39.76 billion between SEC filings. The cash-payback test now frames AI stocks before Big ...

Oracle AI World is opening in Las Vegas with a question that matters more to investors than the size of the keynote schedule: who captures the cash when enterprise AI moves from demonstrations into ...

Apollo sees little AI payoff beyond big tech. TECHi finds Nvidia’s EPS estimate held steady while NVDA’s forward multiple ...

Teck’s Highland Valley strike has reduced output. Our TECK stock forecast calculates the mine’s profit exposure and tests how strike duration could affect guidance.

Amgen stock forecast after its IMDELLTRA trial: an original valuation calculation tests what a 10% gain would require from earnings, expectations and approval.

The UK government has committed £100 million to establish the AI Biosecurity Lab, which it describes as the world’s first dedicated AI biosecurity organisation. OpenAI and Anthropic have pledged up to ...

Microsoft began rolling out phone controls and internet speed tests inside Windows 11’s Quick Settings on October 23, as part of five new Insider builds. The company’s announcement assigns those ...

Nvidia’s GTC Berlin expansion meets fresh pressure over AI funding, energy costs and the evidence investors need from the ...

Meta’s investment bill exceeded operating cash flow. Lam had cash left after capital spending but said supply constraints ...