Melius Research's Ben Reitzes sees upside ahead for Nvidia, Broadcom and Microsoft as enthusiasm for makers of components ...

The Big Tech earnings reporting season kicked off this afternoon with Meta, Microsoft and Tesla releasing quarterly results ...

Investors have made a pile of money recently by focusing on niche stocks in the AI trade. Earnings from some of the world’s ...

Microsoft and Meta will kick off Big Tech earnings this week under pressure to prove that their costly bets on artificial ...

The ‘Magnificent Seven’ have become the “Lag-nificent Seven” one analyst joked, and that spells opportunity.

Investors are kicking off a big week of mega-cap tech earnings and Fed policy updates. The Fed will deliver its latest ...

As tech companies spend billions on artificial intelligence data centers and computer chips, fears of an AI bubble held ...

The Nasdaq Composite came within a hair’s breadth of hitting a new all-time high on Wednesday when several earnings reports suggested the AI infrastructure boom isn’t slowing down anytime soon.

The next major AI battleground is the classroom, as Google, Microsoft and Anthropic race to make their tools the chatbots of choice for teachers and students. Why it matters: Whoever wins schools now ...

Nvidia and Micron are examples of companies whose forward price/earnings ratios have fallen dramatically as profit estimates have soared These are among a large number of Big Tech stocks whose forward ...

Big Tech’s energy strategy is shifting from a feel-good story about wind and solar to a hard-nosed race to secure round-the-clock power for artificial intelligence. The companies that built their ...

Zoho founder and chief scientist Sridhar Vembu believes India must work to reduce its dependence on foreign Big Tech to ...