Enterprise Software

A robotic hand hovers over a glowing microchip on a circuit board, with stacked coins and blurred data-center servers in the background and faint stock-chart lines overlaying the scene.

February 20, 2026

Tech’s AI Trade Shifts From “Build” to “Bill” as Investors Demand Proof

A wave of scrutiny around AI infrastructure spending is pushing big tech toward clearer monetization, with chipmakers, cloud platforms, and enterprise software all repricing around what’s deliverable in 2026 rather than what’s

Photorealistic-style feature image showing a glowing artificial intelligence brain above advanced semiconductor hardware and server racks, symbolizing the surge in AI investment across large technology companies.

April 1, 2026

AI Spending Surge Reshapes Big Tech Strategy and Valuations

Heavy investment in artificial intelligence is driving earnings divergence and redefining competitive positioning across the technology sector. The global technology sector is undergoing a structural shift as artificial intelligence spending accelerates, forcing