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Oracle beat Q1 earnings estimates as revenue grew 30% to $19.3 billion, propelled by a 121% surge in cloud infrastructure sales. The company booked over $30 billion in new AI cloud contracts, signali…
Bloom Energy raised revenue guidance amid surging AI data center demand for its solid-oxide fuel cells. Expanding partnerships with Oracle and server makers highlight robust capital investment in AI …
Tesla's investments in AI startups fall well behind tech rivals Microsoft, Amazon, and Alphabet. While its peers pour tens of billions into leaders like OpenAI and Anthropic with visible returns, Tes…
Tech stocks tumbled globally as Nvidia marked its seventh consecutive daily loss amid rising skepticism over AI return on investment. With shares sliding nearly 3% following planned AI system price h…
Apple earns a Buy rating with a $361.66 price target, highlighted by strong capital efficiency and minimal AI capex relative to peers like Microsoft and Alphabet. Robust iPhone sales, record Services…
Microsoft faces a shareholder class-action lawsuit accusing executives of concealing Azure cloud growth deceleration due to capacity constraints while overspending on AI. Despite the legal headwind a…
Meta Platforms plans to restrict employee AI token usage as it projects internal artificial intelligence expenses to escalate to tens of billions of dollars by 2026.
Nvidia and Intuit surged as investors reversed tech sector selling amid geopolitical concerns, while consumer stocks McDonald's and Home Depot declined. Tech gains reflect renewed confidence in AI gr…
Meta Platforms launches a $10 billion AI data center in Lebanon, Indiana, enhancing AI capacity and sustainable infrastructure to support its growing AI and advertising ambitions.
Nvidia’s CEO will highlight AI advancements and new chip launches at CES, signaling strong growth potential amid accelerating global AI demand, supported by increased AI capital spending forecasts.
Meta’s $2 billion acquisition of AI startup Manus boosts its AI capabilities despite concerns over rising 2026 spending, causing mixed investor sentiment but a positive share response to the deal.
Investor Michael Burry warns of an AI spending bubble, likening Nvidia to dot-com era Cisco, criticizes Nvidia's aggressive accounting, and highlights strong AI infrastructure growth from Microsoft, …
Nvidia reported strong earnings and guidance boosting AI sector optimism, but broad market selling and profit-taking tempered gains despite positive fundamentals.
Amazon plans a $15 billion U.S. bond offering to fund AI infrastructure, acquisitions, and share buybacks amid intense competition from Microsoft and Alphabet.
Wells Fargo and other brokers raised Nvidia price targets due to strong AI-driven data-center growth and rising revenue forecasts through 2028, reflecting sustained high demand and bullish fundamenta…
Amazon plans significant AI investments through 2027, highlighting cost discipline. Meanwhile, a patent lawsuit alleges infringement in streaming tech, possibly impacting operations.