The AI revolution will heavily demand energy and hardware, making enterprise infrastructure crucial again.

Gen AI is not just another technology layer; it has the potential to eat the entire software industry from the inside-out.

1 Software Stock on Our Watchlist and 2 to Turn Down Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with ...

1 Software Stock to Own for Decades and 2 to Brush Off Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with ...