Big Tech has shifted from a focus on genuine innovation to a model of value extraction, where massive fines for manipulative and monopolistic practices are now treated as a routine cost of doing ...
Already, Oracle's free cash flow, defined as operating cash flow minus capital expenditures, has plunged into negative ...
Big Tech Capex estimates have increased from $280B to $405B, an impressive 31% positive revision. Read more on AI Stocks here ...
Data center CAPEX is projected to surpass $1.2T by 2029, fueled by hyperscaler AI infrastructure buildouts. The top six tech firms hold $2T in spending power, in my opinion, combining borrowing ...
For the time being, this is a lender’s market. Companies harbouring big AI ambitions are keen to scale up fast, and borrowers ...
Favorable treatment off the balance sheet hinges on some convenient assumptions.
Oracle is the most indebted, and analysts warn that it is at risk of a credit rating downgrade. The five largest firms will ...
There’s been a fair bit of discussion at the Labour Party Conference on the opportunities presented by artificial intelligence (AI) to boost the economy and improve living standards. At last count, ...
A small company called Songscription launched last week with AI models that automate music transcription, turning an audio file of a song into sheet music within minutes. Operating on a freemium model ...
How to generate a list of Microsoft Excel sheet names by exposing Power Query metadata Your email has been sent When a Microsoft Excel workbook contains a lot of sheets, the sheet tab you need is ...