Cognizant Technology Solutions gets prior buy rating from 2023 reaffirmed, somewhat more bullish than the consensus today.

Davis New York Venture Fund returned +17.51% in 2024. The fund has consistently grown wealth for shareholders since its ...

FMI’s latest outlook expects some sectors, like single-family housing and data centers, to outperform the industry’s growth ...

For anyone wanting to train an LLM on analyst responses to DeepSeek, the Temu of ChatGPTs, this post is a one-stop shop. We’ve grabbed all relevant sellside emails in our inbox and copy-pasted them ...

ciLiving Host Jaclyn Friedlander has a fun craft that anyone would love. Judge denies request to temporarily block DOGE's ...

Edwards continues to sound the alarm about an ever-growing bubble in US stocks as investors remain giddy about artificial intelligence. In a client note on Tuesday, Edwards laid out a few charts ...

Confluent CEO Jay Kreps said that the partnership will allow businesses to use real-time data to build AI applications for their most critical use cases. Confluent continues to deliver solid results ...

Ms Gabbard was warned by senior US lawmakers that an attempt by the UK to gain access to users’ encrypted data amounted to a “foreign cyberattack” on Americans. Ron Wyden, a Democrat on the ...

Sir Keir Starmer’s plans to push through dozens of data centres across Britain have raised fears of water shortages. The Prime Minister has vowed to designate data centres critical national ...

which emerged from the ashes of the dot-com bubble, reshaped entire industries and delivered massive economic value. The infrastructure built during the dot-com era - fiber optics, data centers ...

Yet, as 2025 unfolds, some experts believe this is the year where the “AI bubble” may burst ... that expanding model size and training data won’t yield the breakthroughs we’ve seen ...