I believe Alphabet’s increasing CapEx is a positive indicator, signaling confidence in their AI strategy. Click here to read ...

A company can create an economic moat by taking advantage of its size, intangibles, lower costs, and high switching costs.

The tech giant looks to defend itself with a competitive moat by taking steps to make it harder for competitors and would-be ...

Consider it an extraordinary attempt by the ChatGPT maker to build itself a whole new moat in the face of growing competition from rivals at home and a buzzy startup in China. This week ...

we believe its patient approach to growth has bolstered its moat. Fiserv and FIS are essentially roll-ups, and while building a leading position through M&A in an attractive industry is not a ...

That moat is looking less secure as the likes of Chinese startup DeepSeek close the gap. OpenAI now seems ready to build a new moat with a $500 billion infrastructure project called Stargate.

That moat is looking less secure as the likes of Chinese startup DeepSeek close the gap. OpenAI now seems ready to build a new moat with a $500 billion infrastructure project called Stargate. OpenAI ...