AI & Quantum Computing
D-Wave Quantum: Cloud Expansion Meets a Wall of Investor Skepticism
The quantum computing pioneer pushing beyond its annealing niche is doing so at a moment when its share price is...
Infineon’s Grid-to-Core Gambit: New Alliance Deepens AI Data-Center Push as Analysts Flag Upside
The race to keep artificial-intelligence server farms powered is reshaping how chipmakers approach their business, and Infineon is positioning itself...
Berkshire’s Two-Front AI Strategy: Tokyo Dividends Today, Power Grids Tomorrow
Greg Abel is making clear that Berkshire Hathaway's future rests on two pillars that, at first glance, have little in...
Partners Group’s Record Half-Year Masks a Profit Squeeze as New Co-CEOs Take the Helm
The Zug-based private markets investor closed the week at €722.40, nursing a 1.5% decline on Friday and a bruising 9.4%...
SAP’s Data-Infrastructure Push Puts Share Price Recovery in Sharper Focus
The gap between SAP's operational momentum and its market valuation has rarely been wider. The Walldorf-based software group is executing...
q.beyond Pivots to Compliance-Led Growth as AI Act Creates New Service Line
The regulatory squeeze on artificial intelligence is turning into a business opportunity for q.beyond, with the Cologne-based IT services firm...
Nvidia’s Capital Returns Signal a Shift: The Chip Giant Now Finances Its Own Growth Story
For all the noise surrounding Nvidia's blockbuster acquisition of Hugging Face, the most telling detail of the company's recent activity...
D-Wave Quantum’s Numbers Tell a Story Its Share Price Refuses to Believe
The gap between D-Wave Quantum's operational momentum and its market valuation has rarely looked wider. Bookings are exploding, commercial revenue...
Siemens Energy’s AI Transformer Bet Lands in the Middle of a 35-Euro Analyst Divide
The gap between Wall Street's most bullish and most bearish calls on Siemens Energy has rarely looked wider. JPMorgan sees...
D-Wave Quantum: When Lab Breakthroughs and Balance-Sheet Realities Pull in Opposite Directions
There is a peculiar irony at the heart of D-Wave Quantum's current predicament. The same week the company's stock touched...
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