What we look at generally as a template when we evaluate some of these new-age technology companies, not talking about any particular company, is whether the company has established a kind of a competitive leadership over there, whether they have got the unit economics in place and whether they have enough strong balance sheet to be able to continue and make the investments in that business.
Dow ends 400 points higher as investors buy AI stocks; Microsoft rallies
Wall Street experienced gains on Friday, driven by positive performance from Microsoft and AI-related technology stocks. High oil prices and rising US Treasury yields created
September 25, 2026