Meta and Microsoft said they planned to spend even more on AI in 2026, and fears of a bubble keep mounting.

The rise of the neocloud has really excited risk-taking AI investors who are comfortable with excess levels of volatility for ...

The strong quarter and a boost in capital spending impressed analysts and solidified Alphabet's position as an AI leader.

Meta’s spending is hard to rationalize, some analysts say, as it’s uncertain whether heavy investments into the metaverse ...

Nvidia Corporation is rated a Strong Buy as its AI dominance, $5T+ market cap, and strategic alliances drive sustained growth ...

U.S. stocks opened lower Thursday, putting a pause on this week's push to fresh record highs. With more "Magnificent Seven" companies set to report after the bell, it's all about highflying AI plays ...

Meta Platforms reported mixed third-quarter earnings results Wednesday afternoon. Its shares were down over 11% by midmorning ...

Intel's latest quarterly report can help the stock sustain its momentum, but investors looking to buy this chipmaker need to ...

Wall Street eyed a US-China truce agreed by Trump and Xi, cooling hopes for a December rate cut and the next batch of Big ...

UiPath's strategy reflects a company that's no longer chasing automation hype -- it's laying the groundwork for durable, AI-driven growth. If management continues executing with discipline, UiPath ...

Celestica stock is up about 242% year to date, driven by strong demand for its high-performance data centre networking ...

Varonis Systems (VRNS) remains a Hold despite a post-earnings sell-off; operating leverage and margin visibility are still ...