Hyperscalers are planning to spend $500 billion on artificial intelligence (AI) infrastructure this year.
ASML Holding is the most valuable tech stock that isn't part of the trillion-dollar club -- yet.
AI will have a lasting effect on the market.
According to Bloomberg Intelligence, Big Tech companies are expected to post a 20% earnings growth rate in Q4. This is the ...
Top 10 tech stocks of 2025 ranked by price action and fundamentals—why memory, storage & energy are key AI bottlenecks. Click for our review of the best picks!
Accelerating investment in AI infrastructure will remain a strong tailwind for chip stocks -- and not just the GPU specialists.
The flash storage memory company reported strong margins as AI data centers fuel a supply crunch for the chips.
Investors have made a pile of money recently by focusing on niche stocks in the AI trade. Earnings from some of the world’s ...
Shares of Meta soared on Thursday after it demonstrated AI investments are paying off in its advertising business, while Microsoft stock slumped as key indicators of AI-driven growth lagged ...
Goldman Sachs predicts AI capex will hit $539 billion, up 36% from $398 billion in 2025. It will grow to $629 billion in 2027 ...
According to Vembu, the pain in software stocks is overdue. “I don’t see why any mature software company should trade at 30-40 price-to-earnings multiples,” he wrote, adding that valuations of 10 to ...
Shares dropped the most since March 2020 on Thursday, with investors fleeing the stock amid slower cloud growth and big ...