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MSFT vrs GOOG: Which Stock Will Cross the $4 Trillion Milestone First?
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MSFT vrs GOOG: Which Stock Will Cross the $4 Trillion Milestone First?

In the AI stack battleground, Alphabet is likely to win the race, but Microsoft is positioned to win the marathon.

December 23, 2025
Microsoft’s AI Plans: What if OpenAI Breaks Free?

Microsoft’s AI Plans: What if OpenAI Breaks Free?

AI models are still far from robust, which leaves Microsoft with plenty of leeway to deliver automation of mental tasks across its products without OpenAI.

June 19, 2025
Why OpenAI’s Google Deal is Key in its Efforts to Decouple from Microsoft

Why OpenAI’s Google Deal is Key in its Efforts to Decouple from Microsoft

OpenAI's strategic partnership with Google Cloud diversifies its compute sources beyond Microsoft.

June 10, 2025
Nuclear Meets AI: Which Companies Will Reflect Gains First?

Nuclear Meets AI: Which Companies Will Reflect Gains First?

Energy is not just food for human brains but for AI as well. And the trend is pointing toward Small Modular Reactors (SMRs) to deliver that escalating energy demand.

June 04, 2025
Cloud Wars: Google’s $75B Bet Against Microsoft and Amazon

Cloud Wars: Google’s $75B Bet Against Microsoft and Amazon

The Big Three are heavily investing into data infrastructure, but which company has the most flexible web of cloud components for future growth?

May 29, 2025