Booking Holdings is Printing Cash. And Sharing it with Investors.

Booking Holdings is Printing Cash. And Sharin...

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Feb 27, 2026: From Fiber Optics Bust to AI Optics Boom: The $700 Billion Optics Opportunity

February 27, 2026: Co-Packaged OpticsGenerative AI is getting very demanding.It's become extremely power-hungry, and that's pushing the physical limits of what today's highest-performing chips are even capable of.One potential solution is co-packaged optics, which involves integr ...  Show more

Feb 18, 2026: Is AI a Bubble? $364 Billion in Data Center Spending Says Otherwise

Feb 18, 2026: What's Next for AI AcceleratorsAMD's CEO Lisa Su thinks the market for cutting-edge AI chips will be worth $1 trillion annually by 2030 and NVIDIA's CEO Jensen Huang (who happens to be Lisa's cousin once-removed) believes AI infrastructure spend will total $4 trilli ...  Show more

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