Dan Ives sees Meta's AI-driven growth adding $100 per share, while despite Tesla's EV struggles, he remains bullish on Musk's ...

If you're going purely based on history, the trends seen in the stock chart above would suggest that Nvidia stock will be ...

Marvell Technology's collaboration with Amazon's AWS on Trainium chips boosts its AI infrastructure potential. Find out why ...

Advancements by Chinese AI start-up DeepSeek recently roiled tech stocks and wider markets, as it prompted concerns about the ...

Amazon's cloud computing opportunity is significant, with AWS potentially regaining market share from Microsoft Azure and ...

Market catalysts Short-term financial pressures (including FX concerns) may dampen cloud spending enthusiasm, yet they also intensify AI investment focus. Organizations see AI-first initiatives as a ...

This week saw the remainder of the hyperscalers lay out their 2025 AI capex plans. And the investments continue to get bigger ...

Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its AI investments.

There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model ...

Investors Await Nvidia Earnings As AI Spending Continues Rising.

On February 6, e-commerce giant Amazon announced it will boost its spending in 2025 with a projected $100 billion earmarked ...

The massive AI infrastructure project announced by US President Donald Trump raised questions about overspending. The launch ...