By Noorhan Abusamra January 17, 2025 12:18 pm Big Tech Quantum stocks are defying gravity again. For how long? The sector just got a much-needed shot in the arm from Big Tech. 2 Min Read
By Yuvraj Malik January 7, 2025 2:03 pm AI Microsoft makes a $3 billion bet on India’s cloud and AI boom The firm isn’t only chasing cloud dominance, it’s also doubling down on AI in India. 3 Min Read
By Hermi De Ramos January 5, 2025 1:30 pm AI The metaverse is Big Tech’s big flop. Can it make a comeback? AI snatched its moment. 4 Min Read
By Noorhan Abusamra December 23, 2024 1:34 pm Big Tech Nuclear energy is having a (booming) moment Big Tech’s AI dreams are powered by nukes, not windmills. 2 Min Read
By Noorhan Abusamra December 11, 2024 8:15 am AI AI eats data and the US is running low Time for some data center diplomacy? 2 Min Read
By Noorhan Abusamra December 6, 2024 11:00 am Big Tech Apple hasn’t done this since Jobs and the iPhone Profit multiples are rising fast (aka Apple is getting very expensive.) 1 Min Read
By Khamila Mulia November 29, 2024 1:00 am Big Tech China’s Oppo is teaching Apple and Google a lesson about Indonesia Going local helps a lot in Southeast Asia, the US giants find out the hard way. 4 Min Read
By Yuvraj Malik November 25, 2024 10:59 am Big Tech A breakup with Chrome is the last thing $GOOGL wants The Google browser has a whopping 67% market share. 3 Min Read
By Chantal Fouad November 22, 2024 3:49 pm Big Tech Big tech fintech is about to face the red tape trap Services like Apple Pay and Google Pay will face the same oversight as banks. 2 Min Read
By Noorhan Abusamra November 11, 2024 3:00 pm Big Tech #SnapShot: $GOOGL is a bargain. Not $TSLA though It’s getting difficult to justify Big Tech valuations. 2 Min Read
By Noorhan Abusamra November 11, 2024 9:40 am Big Tech Trump bulls are running on feels The S&P 500 closed above 6,000 for the first time ever. 3 Min Read
By Paromita Dey November 11, 2024 8:41 am AI Nvidia who? The two stocks that matter more The smart money is pouncing on ASML and TSMC. 3 Min Read
By Thyagu Adinarayan, November 6, 2024 9:01 am Big Tech A Trump win is bad news for these stocks A tough four years ahead for European auto stocks, drink makers and Chinese stocks? 3 Min Read
By Noorhan Abusamra November 1, 2024 2:45 am Big Tech Will a ‘messy’ jobs report add to tech worries? Everyone’s bracing for US jobs numbers, which drop on Friday morning. 3 Min Read
By Thyagu Adinarayan October 31, 2024 5:19 am AI #GamePlan: Big Tech adds to spooky szn on Wall Street The latest Mag 7 earnings have dropped amid a growing ‘sell’ chorus. 2 Min Read
By Yuvraj Malik October 28, 2024 7:45 am Big Tech #HotStox: Watch out, Big Tech=big moves It’s feast or famine time as the world’s biggest tech companies report profits. 3 Min Read
By Noorhan Abusamra October 25, 2024 12:41 pm AI #UpNext: Time for a major vibe check From the IPO of a major UAE retailer… to a lot more around the world. 2 Min Read
By Noorhan Abusamra October 24, 2024 3:05 am AI #GamePlan: These ‘beats’ are off tempo US stocks keep shining on ‘strong’ earnings, but keep the bubbly on ice. 2 Min Read
By Noorhan Abusamra October 22, 2024 3:06 am Big Tech #GamePlan: Wall Street is changing gears. You? Wall Street is ditching old darlings and cozying up to this year’s losers. 2 Min Read
By Noorhan Abusamra October 17, 2024 6:55 am AI #SnapShot: Oklo is riding the AI wave. Wait, who? The AI game has stretched beyond tech and is spawning new plays every day. 1 Min Read
By Noorhan Abusamra October 16, 2024 8:35 am AI #HotStox: Nvidia FOMO? Look two blocks west This might be your chance to catch a rising star in the AI space. 3 Min Read
By Thyagu Adinarayan October 16, 2024 4:44 am AI #GamePlan: Fat fingers wipe out $400 billion Chip stocks were roiled after ASML accidentally drops lousy numbers early. 3 Min Read
By Noorhan Abusamra October 14, 2024 7:11 am Big Tech #HotStox: The OG of ride-hailing is… … Still No. 1. Uber’s shares have been in the fast lane all year. 2 Min Read
By Thyagu Adinarayan October 14, 2024 2:54 am Big Tech #GamePlan: China’s eating India and Japan’s lunch The bargain hunters are piling in – and piling in hard – on Chinese stocks. 3 Min Read
By Yuvraj Malik October 11, 2024 7:43 am Big Tech #HotStox: Tesla short on deets that count at ‘We, Robot’ EV giant’s vagueness on prices and timelines is starting to spook investors. 2 Min Read
By Thyagu Adinarayan October 2, 2024 2:04 am Big Tech Alibaba’s a massive bargain right now The e-commerce stock is heating up. And for good reason. Read to know more. 2 Min Read