Alibaba 41% Undervalued
Alibaba’s Discounted Cash Flow Model Signals 41 Percent Undervaluation Even as EU Antitrust Penalties and AI Capital Outlays Intensify Alibaba Group Holding’s intrinsic value estimate of roughly $196 per share sits 41.3 percent above recent trading…
AI Fuels Market Risk
The extraordinary scale of capital flowing into artificial intelligence—some $700 billion slated for deployment this year—has transformed the technology from a promising toolset into a macroeconomic force capable of destabilizing entire economies if…
AI Boom Hits Financial Reality
The hyperscale data center boom is colliding with hard financial and regulatory realities. Oracle’s latest disclosures reveal that even as the company commits tens of billions to AI infrastructure, it is simultaneously warning investors that those…
AI Revolution
Artificial Intelligence Takes Center Stage The world is on the cusp of an artificial intelligence (AI) revolution, with the technology poised to transform industries and societies in profound ways. A recent spate of developments has underscored the…
AI Boom Hits Cloud
Introduction to the AI Boom The recent surge in artificial intelligence (AI) development has been nothing short of phenomenal, with tech giants and startups alike racing to harness its potential. At the heart of this boom is the strategic integration of…
Amazon Invests $5B in AI
Amazon’s bold $5 billion additional investment in Anthropic signals a seismic shift in the cloud-AI landscape, fortifying its position against rivals like Microsoft and Google as enterprises race to deploy production-grade generative AI at scale.…
Oracle Cuts 30,000 Jobs
Oracle’s Bold Bet on AI Triggers Largest Layoff Wave in Company History In late March 2026, thousands of Oracle employees awoke to automated emails declaring their positions eliminated, capping a decade-long tenure for some in a single, impersonal…
OpenAI’s Sudden Decline
The artificial intelligence landscape is undergoing a seismic shift, as evidenced by the sudden and dramatic decline in investor interest in OpenAI, once the darling of the AI world. This shift is marked by a significant drop in demand for OpenAI shares…
Alibaba Bets $53B on AI
Alibaba’s AI Ambitions: A Bold Bet on the Future Alibaba’s recent earnings report revealed a striking 66% drop in net income, a stark reminder that the company’s aggressive investments in artificial intelligence (AI) come with…
OpenAI Lands $110B Funding
The AI Landscape Shifts: OpenAI’s Massive Funding and Its Implications The artificial intelligence (AI) sector has witnessed a seismic shift with OpenAI’s announcement of a $110 billion funding round, backed by tech giants Amazon, Nvidia, and…