Investors still worrying about chip stocks in light of fears of lower spending on AI can breathe a sigh of relief now that Amazon has joined in with three other Big Tech companies committed to massive ...

Strong financials, booming demand for its services, and an expanding presence in AI and cloud computing hardware make ...

Live Updates Make sure to refresh this page periodically for updates. Amazon Addresses DeepSeek 2:36 pm A Wall Street analyst ...

The company’s historical reluctance to engage in military AI projects stems from employee-led protests in 2018, when workers ...

Amazon's earnings call is today at 5 pm ET. AMZN stock heads into the report up 8% YTD. Investors are focused on cloud demand ...

More efficient AI training approaches could reduce data center power requirements, make AI modelling more accessible and increase data storage and memory demand.

Google’s revenues of $96.5 billion in Q4 reflected a 12% y-o-y gain. The growth was led by its cloud business, with segment sales up a solid 30% to $11.96 billion. Google search revenue was up 12.5% ...

Lower construction spending on data centers because of DeepSeek could negatively impact heavy equipment stocks like ...

Arm Holdings plc posts strong earnings fueled by AI demand, but caution advised on high valuation. Click for my review of ARM ...

Thomson Reuters on Thursday forecast a pickup in underlying revenue growth over this year and next as it continues to invest ...

EUV machines are used to print the most advanced chips, such as the ones that are best suited to handle AI workloads. ASML ...

Investing with a longer time horizon empowers investors to zoom out and focus on the big picture. These companies are poised to thrive over the next decade.