Meta risks overinvesting in AI infrastructure while underinvesting in elite AI talent. Click to read about the factors that could upgrade my META rating to a Buy.

Companies like Scale AI and Surge have proven there’s a market for human-labeled data, like professionals’ answers to complex ...

It's a phenomenon that is rapidly shaping up to be the most significant wealth creation period in recent history. This year, major fundraising rounds for companies ...

Digital media measurement and analytics provider DoubleVerify (NYSE:DV) reported Q2 CY2025 results , with sales up 21.3% year on year to $189 million. Guidance for next quarter’s revenue was better ...

Apple’s need for fresh AI talent is getting more urgent by the day. But if Perplexity is a no-go, who else could Apple buy?

A coalition of advocacy organizations is calling on the Federal Trade Commission (FTC) to investigate Meta Platforms Inc.’s ...

If you’re involved in ecommerce or DTC brand growth, here’s the reality: the tactics that once drove acquisition and scaled ...

Before Meta inked its $14.3 billion investment in Scale AI, its founder had already formed a close relationship with Meta CEO.

Datumo began as an AI data labeling company and now wants to help businesses build safer AI with tools and data that enable ...

With time, and IPOs, many of today's private AI fortunes will eventually become more liquid, providing a historic opportunity ...