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TSMC's July revenue surged 44.7% YoY, beating its own 40% 2026 growth guidance, driven by robust AI chip demand. Capex raised to $60-64B, signaling sustained AI infrastructure investment benefiting t…
IBM stock crashed 25% after weak Q2 guidance, citing companies diverting budgets to AI hardware over software. CEO Krishna downplays concerns, but broader software sector (Salesforce, ServiceNow) sho…
Article highlights utility stocks (AVA, BIP, EIX, ES, POR) benefiting from surging AI data center electricity demand, offering high dividends and growth as hyperscalers accelerate infrastructure spen…
CoreWeave agreed to supply Meta with $14.2 billion of AI computing power, signaling major infrastructure investment and rising demand for large-scale AI workloads.