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Meta (META) raised the budget for its Louisiana data center from $27 billion to $50 billion. Yahoo Finance Technology Editor Dan Howley takes a closer look at the company's surging costs.

A global memory component crisis has pushed second-quarter smartphone shipments to their lowest level since 2013, according to a report from Counterpoint.

Wildfires have become one of the costliest natural disasters in the world, destroying homes, businesses and critical infrastructure while leaving governments and insurers with massive bills. The sooner a fire is detected, the better the chances of containing it before...

‘The bad blood between Apple and OpenAI plays into Google’s hands,’ says Paul Meeks, head of technology research at Freedom Capital Markets.

US equity indexes closed lower Monday after President Donald Trump suggested a plan to reinstate a b

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

The company is looking beyond its own data centers as it tries to sell more TPUs to outside cloud providers.

TPU sales push targets fast-growing neocloud providers

Google maintained steady user and traffic growth in June while rivals Claude and Gemini extended sharp gains, according to a new note from Bank of America. BofA reiterated its Buy rating on Alphabet Inc (NASDAQ:GOOG), pointing to comments from Google executives describing an "expansionary...

Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding is the question every investor needs to answer before July 30.

Broadcom just posted 143% AI revenue growth, yet its stock shed a quarter of its value in a single month while a founder quietly dumped over a million shares. The hyperscaler quietly disintermediating its own chip suppliers may explain why.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.

According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.

Alphabet’s Google sees an uptick in web and mobile traffic, according to data compiled by BofA Securities.

Spending on AI data centers by cloud hyperscalers could reach $1.4 trillion by 2028, analysts with Morgan Stanley said Monday. The investment bank raised its estimates for capital expenditures by Meta Platforms and Amazon — with returns on AI spending a key debate for both stocks. Morgan Stanley analyst Brian Nowak said in a client note that he expects Meta's capex to reach $225 billion in 2027 and $250 billion in 2028, up 29% and 22% from his prior estimates.

Bloomberg Intelligence Senior Technology Credit Analyst Robert Schiffman explains why hyperscalers are turning to the bond market to finance massive AI capital expenditures.

You need to look beyond the tech sector to find great dividend stocks for the long term.

Microsoft's stock has fallen to a price level where buyers have repeatedly stepped in, but this time it arrives with an unprecedented spending plan that will define the battle.

Alphabet's (GOOGL, GOOG) Google is one of the biggest buyers of Nvidia's (NVDA) AI server chips, but

Alphabet (GOOG) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

European stock markets closed mixed in Monday trading with the Stoxx 600 down 0.1%, Germany's DAX fr

Every time Wall Street panics over Amazon's massive capital spending tab, one investor hits the buy button again. Here is the contrarian case that the loudest critics are confusing a bill for a bet they cannot afford to miss.

Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report soon, starting with Microsoft on July 29, and the setup looks nothing like the fear priced in.

Big banks are kicking off second quarter earnings season on Tuesday, with reports from JPMorgan (JPM), Goldman Sachs (GS), Wells Fargo (WFC), Bank of America (BAC), and Citigroup (C). Morgan Stanley (MS) posts its results on Wednesday. Yahoo Finance Senior Reporter David Hollerith explains what investors need to know.

Apple Inc. (NASDAQ:AAPL) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer discussed the company’s AI strategy, as he said: You know what held back Apple for ages? Its lack of data centers spending, lack of it… See, all that’s […]

Alphabet Inc. (NASDAQ:GOOGL) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer highlighted the company’s position in the AI race, as he commented: How about Google? Alright, now, they raised a ton of money recently and basically capped the terrific […]

Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer discussed the company’s competition, as he stated: Consider what each of these companies really is. Hey, why don’t we start with Meta? Okay, that’s become a real […]

Chip players are churning out cash while hyperscalers spend big on the AI build-out.

Yahoo Finance Executive Editor Brian Sozzi sits down with Visible Alpha Head of TMT Research Melissa Otto to discuss how investors should navigate the technology sector following its recent market sell-off.