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Software and SaaS (SaaS)

Renting software by subscription instead of buying and installing it. Revenue repeats monthly, so it forecasts better than one-off sales.

What it isRenting software by subscription instead of buying and installing it. Revenue repeats monthly, so it forecasts better than one-off sales.Why an investor watches itAI is shaking the model. If pricing moves from seats to work done, the revenue shape changes. This is a stretch where usage metrics matter more than subscriber counts.

AI's Second Act: Where the Money Goes After GPUs

Morgan Stanley's 24 "AI Adopter" stocks share one trait: not heavy AI usage, but the ability to convert AI into revenue, margin and cash flow.

Investing

AI's Real Turning Point May Not Be AGI. It May Be Profit.

Anthropic has reportedly told investors it expects two straight quarters of positive adjusted operating income. If true, it puts the first crack in the assumption that AI model companies can never make money because of GPU costs.

Tech

Who Becomes the Windows of the Self-Driving Era?

Hyundai just pushed back its own autonomous driving timeline and turned to Nvidia first. The real story is not the delay, it is Nvidia's bid to become a common platform across the entire auto industry, not just a chip supplier.

Tech