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Hyperscalers are posting record capital expenditures while free cash flow craters, yet Microsoft, Amazon, and Alphabet insist every data center is already sold before the first server goes in. A top Wall Street analyst breaks down whether investors are misreading the returns or being misled about them.
Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.
Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.
Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, and the companies moving fastest to secure power and pour concrete may be sitting on the greatest opportunity since the internet itself.
Leeward Renewable Energy (LRE), a major U.S. renewable energy developer, provided details about its 725-MW solar power fleet in Oklahoma during a recent celebration, including the company's support of Google's operations in the state.
The project pipeline for data centers in North America increased by 4% in June from May, with hyperscalers driving the growth.
Jim Cramer is making a bold call that the AI race already has a winner, and his reasoning has nothing to do with which model is smartest. It has everything to do with a deal already hiding in plain sight across 2.5 billion devices.
Police officers across the country are learning how to direct, corral, and when necessary, punish autonomous taxis.
Alphabet has more than doubled in a year while still trading at a discount to most mega-cap peers, and Wall Street analysts are lining up on one side of the trade with unusual conviction.
Before Alphabet's founders were in diapers, this Dow component had already been hiking its dividend for over a decade.
NVIDIA just handed investors a revenue guidance figure so large it strains credibility, and the most striking part is what the company deliberately left out of that number.
Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at a scale that has never been proven.
AppLovin Corp (NASDAQ:APP) is gaining share of e-commerce advertising budgets as brands increase spending on the platform, according to a Jefferies survey of advertisers using the company’s advertising technology in the second quarter of 2026. Jefferies surveyed 30 e-commerce and web...
Everyone has forgotten about something they bought. Maybe it was a gift card tucked into a drawer or a stock purchased years ago and left untouched. NBA legend Shaquille O’Neal forgot he invested in Google. It took a newspaper to...
Intel is staking its survival on a capital program approaching $200 billion, and the operating results are starting to answer a question that once seemed unanswerable: can the company actually pull this off?
B. Riley Wealth chief market strategist Art Hogan shares his outlook for this earnings season and the opportunities he sees in Big Tech, while Yahoo Finance Markets and Data Editor Jared Blikre discusses what recent Hindenburg Omens may be signaling for US markets (^DJI, ^IXIC, ^GSPC).
Intel’s turnaround is starting to look real. Intel (NASDAQ:INTC) has ripped 198.75% year to date, and CEO Lip-Bu Tan just posted a sixth consecutive quarter of revenue above expectations. Data Center and AI revenue grew 22% year over year to $5.05B, Foundry grew 16%, and 18A is in high-volume manufacturing. Can Intel double from here ... Price Prediction: Can Intel Double by 2030?
This is a hyper-growth chapter for Broadcom (AVGO), fueled by what management calls insatiable demand for AI infrastructure. The company's core engine is supplying custom accelerators and networking silicon to a handful of hyperscale customers, including Alphabet (GOOG.
Apple's new $30 billion chip deal will secure over 15 billion U.S.-made chips and support custom silicon, wireless tech and AI-enabled devices.
Alphabet has become a key holding in a very short time.
More robo-taxis would give Tesla stock a boost. Scaling the self-driving taxi business, however, has been harder than investors expect.
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