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HubSpot’s AI Paradox: The Technology That Could Replace CRM… Might Actually Create Millions Of New Customers

Technology & AI Ishan Majumdar -
For the better part of the last year, investors have been debating a simple but unsettling question: could artificial intelligence make traditional CRM platforms...

Meta’s Data Refinery Strategy: The Hidden Machine Turning AI Into Faster Shipping!

Technology & AI Ishan Majumdar -
Meta Platforms (NASDAQ:META) just gave us a clearer look at what it thinks the real AI race is about. not “Who Has The Flashiest...
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NVIDIA’s Lumentum & Coherent Optics Move Looks Like Supply Support — But It’s Platform

Technology & AI Ishan M. -
Nvidia (NASDAQ:NVDA) just wrote two very large checks. It will invest $2 billion each in Lumentum and Coherent, plus...

Meta & AMD’s $100B Deal Isn’t Supply — It’s Strategic SHIFT!

Technology & AI Ishan Majumdar -
When Meta Platforms (NASDAQ:META) announced it would buy 6 gigawatts of AI computing power from AMD in a deal...

Is Apple’s Chip Strategy About Security — Or About Tariff Exposure?

Technology & AI Ishan Majumdar -
Apple (NASDAQ:AAPL) is quietly doing something big in the desert. It is using its wallet to pull more of...

Nvidia’s Earnings May Beat Again—Why The Stock Still Might Not Care!

Technology & AI Ishan Majumdar -
Nvidia reports earnings this week with expectations still firmly elevated. Consensus continues to model strong revenue growth, healthy profitability,...

Google Just Expanded TPU Access — & NVIDIA Should Notice!

Technology & AI Ishan M. -
If you thought Alphabet (NASDAQ: GOOGL) was content renting Nvidia chips like everyone else, think again. Over the past...

Is Nvidia’s OpenAI Bet About Ownership Or CONTROL?

Technology & AI Ishan Majumdar -
When news broke that NVIDIA (NASDAQ:NVDA) is reportedly finalizing a roughly $30 billion investment in OpenAI, many saw a...
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HubSpot’s AI Paradox: The Technology That Could Replace CRM… Might Actually Create Millions Of New Customers

Technology & AI Ishan Majumdar -
For the better part of the last year, investors have been debating a simple but unsettling question: could artificial...

Meta’s Data Refinery Strategy: The Hidden Machine Turning AI Into Faster Shipping!

Technology & AI Ishan Majumdar -
Meta Platforms (NASDAQ:META) just gave us a clearer look at what it thinks the real AI race is about....

NVIDIA’s Lumentum & Coherent Optics Move Looks Like Supply Support — But It’s Platform

Technology & AI Ishan M. -
Nvidia (NASDAQ:NVDA) just wrote two very large checks. It will invest $2 billion each in Lumentum and Coherent, plus...

Meta & AMD’s $100B Deal Isn’t Supply — It’s Strategic SHIFT!

Technology & AI Ishan Majumdar -
When Meta Platforms (NASDAQ:META) announced it would buy 6 gigawatts of AI computing power from AMD in a deal...

Is Apple’s Chip Strategy About Security — Or About Tariff Exposure?

Technology & AI Ishan Majumdar -
Apple (NASDAQ:AAPL) is quietly doing something big in the desert. It is using its wallet to pull more of...

Nvidia’s Earnings May Beat Again—Why The Stock Still Might Not Care!

Technology & AI Ishan Majumdar -
Nvidia reports earnings this week with expectations still firmly elevated. Consensus continues to model strong revenue growth, healthy profitability,...

Google Just Expanded TPU Access — & NVIDIA Should Notice!

Technology & AI Ishan M. -
If you thought Alphabet (NASDAQ: GOOGL) was content renting Nvidia chips like everyone else, think again. Over the past...

Is Nvidia’s OpenAI Bet About Ownership Or CONTROL?

Technology & AI Ishan Majumdar -
When news broke that NVIDIA (NASDAQ:NVDA) is reportedly finalizing a roughly $30 billion investment in OpenAI, many saw a...

Nvidia Just Closed The Arm Chapter—Here’s What It Really Means!

Technology & AI Ishan Majumdar -
When Nvidia Corp. (NASDAQ:NVDA) quietly sold the last of its shares in Arm Holdings Plc, it marked the end...

Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is

Technology & AI Ishan Majumdar -
When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and smart glasses is surprisingly grounded. Yes,...

Apple vs Micron: In a Memory Supercycle, Who Really Wins?

Technology & AI Ishan Majumdar -
Memory prices are rising, supply remains tight, and the AI buildout is absorbing more capacity than the industry can...

Is Nvidia’s China Comeback A Win Or A Structural RISK?

Technology & AI Ishan Majumdar -
After months of lobbying, Nvidia Corp (NASDAQ:NVDA) finally received U.S. approval to resume selling its H200 artificial intelligence chips...
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