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4 ARTICLES

4w ago

Opinion: Recasting the Magnificent Seven for AI With TSMC and Broadcom Replacing Apple and Tesla

The author argues that chip foundry and infrastructure leaders offer clearer exposure to the next wave of AI-driven growth than consumer hardware or EV makers.

6 ARTICLES

last mo.

Sify Steps Up Data‑Center Buildout as FY26 Loss Narrows and IPO Plan Advances

9 ARTICLES

last mo.

Meta Slides as Investors Doubt Returns on AI Capital Spending

7 ARTICLES

3mo ago

Oracle Sets $45–$50 Billion 2026 Raise for AI Buildout as UBS Maintains Buy After Target Cut

9 ARTICLES

8mo ago

Microsoft, GSA Strike OneGov Deal With Free Copilot Year and Deep Cloud Discounts