Hyperscalers like Amazon, Microsoft, Google, and Meta are the true long-term winners, acting as 'AI utilities' with expanding ...

Editor’s Note: Every Sunday, we’ll publish a quick Weekly Roundup to connect the dots from the past five issues of Hypergrowth Investing and highlight the biggest themes shaping the market right now.

AI-disruption fears are overblown, as the software growth already slowed from mid-2021 to end-2022 after a pandemic pull-forward tailwind. Click to read more.

With most of the Big Tech earnings reports behind us, widening concerns about the costs of the artificial intelligence boom are rattling markets and injecting a fresh dose of volatility into ...