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| Title | Published |
|---|---|
Microsoft in Focus as Landmark OpenAI Agreement Revision Unveiled Microsoft and OpenAI Shake Up Deal as Revenue Share Ends, License Goes Non-Exclusive | about 3 hours ago |
Ramsey Theory Group CEO Dan Herbatschek Warns Wall Street’s AI Boom Faces an ROI Reckoning as Big Tech Earnings Week Begins With Microsoft, Meta, Amazon, Alphabet and Apple reporting results, Herbatschek says the next phase of the AI market will reward measurable outcomes and not unchecked spendingNEW YORK, April 28, 2026 (GLOBE NEWSWIRE) -- Artificial intelligence has become the defining investment story on Wall Street, powering surging valuations, record infrastructure spending, and an escalating arms race among the world’s largest technology companies. But according to Dan Herbatschek, CEO of Ramsey Theory Group, | about 3 hours ago |
Electric Vans Business Research Report 2026: Market to Reach $34.9 Billion by 2030 - Global Trends Toward Sustainable Logistics and Circular Supply Chains Sustain Long-Term Market Momentum Electric vans are key to urban logistics due to e-commerce growth and stricter emission regulations. Companies are shifting to electric solutions to meet delivery demands and sustainability goals. Government incentives and urban planning support adoption, while evolving battery tech enhances efficiency and market scope. Electric Vans Market Electric Vans Market Dublin, April 28, 2026 (GLOBE NEWSWIRE) -- The "Electric Vans - Global Strategic Business Report" report has been added to ResearchAndMa | about 3 hours ago |
OpenAI Hit a Speed Bump. Here’s Why Nvidia’s Long-Term Story Is Still Intact Bloomberg’s report that OpenAI is missing internal targets sent OpenAI-linked names lower, and NVIDIA (NASDAQ:NVDA) caught the chop. I’ve watched NVDA since 2010, and headlines like this come and go. The thesis does not. OpenAI is one customer. Nvidia’s $62.3 billion in Q4 FY2026 Data Center revenue, up 75% year over year, is spread across ... OpenAI Hit a Speed Bump. Here’s Why Nvidia’s Long-Term Story Is Still Intact | about 3 hours ago |
The Mag 7 Earnings Gauntlet Begins: Four Reports That Could Reset the Market The biggest 48 hours of Q1 earnings season starts tomorrow. Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), and Amazon (NASDAQ:AMZN) all report Wednesday, April 29, after the close, with Apple (NASDAQ:AAPL) following Thursday, April 30. The Capex Question Combined 2026 AI infrastructure commitments are staggering: Meta guided $115 to $135 billion, Alphabet $175 to $185 billion, ... The Mag 7 Earnings Gauntlet Begins: Four Reports That Could Reset the Market | about 3 hours ago |
The $600 Billion Question Hanging Over Big Tech This Earnings Season Big Tech’s capital expenditure plans for 2026 are stacking up to roughly $600 billion across the four hyperscalers, and Wall Street wants receipts. Amazon (NASDAQ:AMZN) reports Q1 2026 results tomorrow after the close, kicking off the most scrutinized earnings season in years. Here is the math behind the question. Meta (NASDAQ:META) guided 2026 capex to ... The $600 Billion Question Hanging Over Big Tech This Earnings Season | about 4 hours ago |
Microsoft vs. Amazon: Which AI Stock Is the Better Buy? One is ahead in the race to be a leading AI company. | about 4 hours ago |
Microsoft in Focus as Landmark OpenAI Agreement Revision Unveiled
Microsoft and OpenAI Shake Up Deal as Revenue Share Ends, License Goes Non-Exclusive
Ramsey Theory Group CEO Dan Herbatschek Warns Wall Street’s AI Boom Faces an ROI Reckoning as Big Tech Earnings Week Begins
With Microsoft, Meta, Amazon, Alphabet and Apple reporting results, Herbatschek says the next phase of the AI market will reward measurable outcomes and not unchecked spendingNEW YORK, April 28, 2026 (GLOBE NEWSWIRE) -- Artificial intelligence has become the defining investment story on Wall Street, powering surging valuations, record infrastructure spending, and an escalating arms race among the world’s largest technology companies. But according to Dan Herbatschek, CEO of Ramsey Theory Group,
Electric Vans Business Research Report 2026: Market to Reach $34.9 Billion by 2030 - Global Trends Toward Sustainable Logistics and Circular Supply Chains Sustain Long-Term Market Momentum
Electric vans are key to urban logistics due to e-commerce growth and stricter emission regulations. Companies are shifting to electric solutions to meet delivery demands and sustainability goals. Government incentives and urban planning support adoption, while evolving battery tech enhances efficiency and market scope. Electric Vans Market Electric Vans Market Dublin, April 28, 2026 (GLOBE NEWSWIRE) -- The "Electric Vans - Global Strategic Business Report" report has been added to ResearchAndMa
OpenAI Hit a Speed Bump. Here’s Why Nvidia’s Long-Term Story Is Still Intact
Bloomberg’s report that OpenAI is missing internal targets sent OpenAI-linked names lower, and NVIDIA (NASDAQ:NVDA) caught the chop. I’ve watched NVDA since 2010, and headlines like this come and go. The thesis does not. OpenAI is one customer. Nvidia’s $62.3 billion in Q4 FY2026 Data Center revenue, up 75% year over year, is spread across ... OpenAI Hit a Speed Bump. Here’s Why Nvidia’s Long-Term Story Is Still Intact
The Mag 7 Earnings Gauntlet Begins: Four Reports That Could Reset the Market
The biggest 48 hours of Q1 earnings season starts tomorrow. Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), and Amazon (NASDAQ:AMZN) all report Wednesday, April 29, after the close, with Apple (NASDAQ:AAPL) following Thursday, April 30. The Capex Question Combined 2026 AI infrastructure commitments are staggering: Meta guided $115 to $135 billion, Alphabet $175 to $185 billion, ... The Mag 7 Earnings Gauntlet Begins: Four Reports That Could Reset the Market
The $600 Billion Question Hanging Over Big Tech This Earnings Season
Big Tech’s capital expenditure plans for 2026 are stacking up to roughly $600 billion across the four hyperscalers, and Wall Street wants receipts. Amazon (NASDAQ:AMZN) reports Q1 2026 results tomorrow after the close, kicking off the most scrutinized earnings season in years. Here is the math behind the question. Meta (NASDAQ:META) guided 2026 capex to ... The $600 Billion Question Hanging Over Big Tech This Earnings Season
Microsoft vs. Amazon: Which AI Stock Is the Better Buy?
One is ahead in the race to be a leading AI company.