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Semiconductor stocks surged as declining Treasury yields, falling oil prices, and robust AI demand boosted market sentiment. Nvidia CEO Jensen Huang reaffirmed projections of $3 trillion to $4 trilli…
22V Research argues bond market panic over climbing Treasury yields is overblown noise for AI leaders. With credit spreads tight and volatility subdued, analysts note interest rates represent a negli…
Citigroup upgraded Oracle, citing an extreme valuation dislocation and insatiable artificial intelligence demand despite heavy infrastructure spending and cash burn. Oracle is aggressively expanding …
JPMorgan highlights that AI investments by hyperscalers like Microsoft and Amazon are generating profitable returns. Strong customer demand and long-term contracts support sustained capital expenditu…
Microsoft shares rose as Azure cloud revenue surged 43% and commercial backlog reached $678 billion. With strong AI demand and revenue growing 18% to $90 billion, the stock trades at an attractive di…
Amazon reported a significant Q2 earnings beat, with revenue of $200.61B versus the $196.46B estimate and EPS of $5.75 versus $1.82 expected. CEO Andy Jassy cited 'striking' AI demand extending into …
AI infrastructure providers, including CoreWeave, Nebius, and Amazon, are aggressively raising their capital expenditures to meet soaring AI demand. While Amazon spent $43.2 billion in Q1 2026, this …
Amazon announced a multi-billion-dollar data center campus in Missouri to boost its AI infrastructure. The facility will leverage green energy and water-saving technology. This aggressive capital spe…
Nvidia rebounded on Monday following a brutal semiconductor sector selloff. CEO Jensen Huang reassured investors that the long-term AI growth narrative remains intact, framing recent volatility as a …
Nvidia has partnered with South Korea's Naver to construct a gigawatt-scale AI factory to meet rising global demand. Detailed project timelines, locations, and investment sizes have not yet been disc…
Microsoft saw its market value climb by $315 billion in May, driven by strong AI demand and a broader sector rally. While Alphabet struggled, Microsoft's sustained growth and its position in the AI i…
AMD shares have surged 157.8% over the past 12 weeks, earning a spot on the Zacks Focus List. The broader market rally, fueled by strong AI demand, semiconductor growth, and cooling inflation expecta…
Nvidia partners with power producers to develop AI factories that enhance grid flexibility and manage energy consumption amid rising AI demand, leveraging advanced software and co-located generation …
Nvidia is investing $2 billion in AI cloud company Nebius to expand AI data center capacity, addressing rising global demand for advanced intelligence solutions.
Nvidia shares gain as Wall Street analysts reaffirm Buy ratings ahead of the GPU Technology Conference, expecting positive updates on AI-driven product development and semiconductor trends.
US Commerce Secretary confirms no restrictions on Nvidia AI chip sales to American companies, supporting strong domestic demand.
Goldman Sachs forecasts Nvidia’s Q4 revenue at $67.3B, boosted by strong AI demand and new HBM4 memory partnerships, supporting substantial long-term growth.
Bitcoin and major public US crypto companies rallied strongly, with BTC hitting multi-week highs and market sentiment improving due to reduced sell-side pressure and rising liquidity.
Google partners with India's Adani Group to invest up to $5 billion in a major AI data center project, complementing Google's $15 billion India investment, signaling strong growth in data infrastruct…
Amazon Web Services operates an extensive global footprint with over 900 data center locations, blending owned and rented facilities to meet rising cloud and AI demand, maintaining AWS as a leading a…