AI Layoffs Are Here. And the Market Is Keeping Score.
Block just cut 40% of its workforce because AI could do the work cheaper. Investors rewarded them for it. Here's what's driving this shift and what it means for where the smart money is moving next.
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In past tech waves, hardware bottlenecks forced software to optimize. Or software bottlenecks forced hardware to carry the load.
The AI wave is differ...
$TDY started full production of radiation-hardened memory chips built for AI-enabled satellites.
Two mega-trends we're very bullish on -- space infras...
Goldman Sachs now sees AI investment shifting toward companies that own and operate large-scale data center infrastructure.
We've been saying this for...
