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Vertiv and EMCOR Group are spotlighted as AI infrastructure plays, with data center and energy demand driving growth ahead of upcoming earnings.

Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, there are two industry leaders that stand out for all the right reasons.

(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re

Tech companies are rallying behind open weight AI models — and not just the usual suspects.

July 27 (Reuters) - Wall Street's main stock index futures rose on Monday as the United States and Iran announced a pause in hostilities over the weekend, sending oil prices sharply lower.

The software firm’s shares look expensive, but a look at future earnings reveals a very different picture.

Management's making a huge bet on the continued demand for AI.

Moonshot AI is expected to release its breakthrough Kimi K3 model as open-weight software on Monday, according to Bloomberg.

With spending on AI data centers set to soar, Nvidia, SK Hynix, and Broadcom are three top AI stocks to own.

Alphabet's results raised expectations for Microsoft, Meta Platforms, Apple and Amazon as investors focus on cloud growth, AI spending and upcoming Magnificent Seven earnings.

CRSR's AI infrastructure push and rising earnings estimates earn Bull of the Day, while AU faces falling forecasts as gold cools.

Google's $205B AI infrastructure plan highlights rising data center investment, but investors worry it's falling behind in the AI arms race.

The entire Pixel family of devices will see price “adjustments” that “will be rolled out dynamically,” a top Google executive told 9to5Google.

Alphabet stock sank after earnings because of the company’s Al capex. The punishment ignores what all that money is for: Google Cloud’s AI servers.

Nvidia is investing $1 billion in Naver, which is referred to as South Korea’s Google.

As per The Kobeissi Letter, the S&P 500's net profit margin is on track to surge to 15.7% for Q2 2026, the highest since 2009.

Three of the biggest AI budgets on Earth seem to just keep growing. The company selling the hardware fell anyway.

Microsoft, Apple, Amazon and SK Hynix report this week as investors test Big Tech's AI spending against real returns.

Tech, AI and earnings drove a busy week across software and chips sectors.

(Bloomberg) -- Meta Platforms Inc.’s Facebook and Instagram have served thousands of ads for AI “nudify” apps in breach of the company’s policies, delivered by one of its few advertising partners in China, according to the nonprofit Tech Transparency Project.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew Wi

(Bloomberg) -- Moonshot AI is poised to make its Kimi K3 model available for public download, expanding its reach and influence in the global open software community at a time of growing US concern about Chinese encroachment into the top echelons of AI development.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals A

After a year of holding back on new hires, companies from tech and transportation to defense now say they need more people to work alongside AI.

Alphabet just raised capital and reaffirms guidance again.

Apple has a headstart, but it's not stable.

(Editor’s note: Alphabet’s share moves were updated under Price Action.) Alphabet Inc. said demand for its artificial intelligence (AI) services continues to outpace available computing capacity despite raising its capital spending outlook. Demand Continues to Outpace Available Capacity The Google...

The stakes are high as hundreds of billions of dollars flow into AI data centers.

Alphabet's $44.9B in AI spending outpaced its cash generation, ending the company's 22-year streak of positive free cash flow.

The pure plays are so risky that it makes sense to consider investing in their suppliers instead.

Buying all seven tech giants together made investors rich during the AI boom, but the basket trade has quietly become a drag on portfolios. Some of these companies are pulling ahead while others face serious questions about whether AI will ever pay off for them.

Alphabet just posted its first negative free cash flow quarter as a public company, and Wall Street panicked. But the number investors fixated on may be the least important figure in the entire earnings report.