Copilot’s usage bill makes the AI software margin question harder to ignore
GitHub’s new code-review billing controls reveal why useful AI activity, customer revenue and delivery cost need separate measures.
Hype or Not
Coverage focused on stock hype, promotion patterns, and reality checks.
Fusion milestones release funding. What would prove a power business?
Verified fusion progress can unlock research funding. Commercial delivery needs separate evidence on integrated operation, costs and financing.
Is SoundHound AI stock hype or not? What the evidence actually says
SoundHound AI’s revenue growth is real, but the stock story still asks investors to underwrite more than the company has already proved.
Is Palantir stock hype or not? What the evidence actually says
Palantir’s growth is real, but part of the stock story still depends on aggressive AI and commercial growth continuing through 2026.