The build-out of artificial-intelligence infrastructure is costing a fortune, straining companies and capital markets.

Microsoft is one of the highest-quality large software and cloud players, but the share price accounts for that. Read why I'm ...

Grid Dynamics is undervalued due to outdated market perceptions, despite strong double-digit growth. See why I rate GDYN ...

Google has one goal in mind and its to fight to retains its leadership status in the tech world. What that means in the ...