Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...
BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp (NASDAQ:NVDA) with a price target of $190.
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get ...
Advanced Micro Devices failed to impress investors waiting for the chipmaker to gain ground against AI heavyweight Nvidia, ...
Tech companies are continuing layoffs in 2025. Microsoft, Meta, Amazon, Google, Salesforce, and Stripe have all announced job ...
Advanced Micro Devices failed to impress investors waiting for the chipmaker to gain ground against AI heavyweight Nvidia , ...
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
Because Nvidia is still growing its revenue rapidly, using trailing earning metrics can give a false impression of where the ...
AI agents, power struggles, and more apps from third-party developers: Here’s what’s coming in 2025 and beyond ...