Tesla Inc. CEO Elon Musk cast doubt Wednesday on the ambitious $500 billion Project Stargate, hours after its announcement, ...

UBS shared insights into the cloud segments of major tech companies ahead of their fourth-quarter earnings calls. The firm's analysis, based on conversations with over 20 customers and partners, ...

SAN FRANCISCO (Reuters) - - This week's announcement by President Donald Trump of a massive private-sector investment to build more AI data centers casts a spotlight on a relatively small and nimble ...

The US equity market is the most expensive it has ever been. After two years of blockbuster gains, most counters appear to be ...

Overall, analysts continue to remain bullish on Nvidia stock. The consensus rating is a "Strong Buy,” with a mean target price of $176.90, indicating upside potential of about 20.3%. Out of 43 ...

Piper Sandler says Arista Networks (ANET) will likely be the most discussed “winner” of Stargate within the firm’s coverage given the exposure ...

In addition to Trump, you can guarantee that virtually every tech company will mention AI revenue and spending. According to ...

Oracle Corp. has charged out of the gate in 2025, after its best year in a quarter-century. A plan unveiled with President ...

Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock.

Microsoft’s (MSFT) absence from OpenAI’s Stargate announcement follows months of tension between the two companies and signals an era where the ...

Advanced Micro Devices is a promising investment with strong upside potential in the AI megatrend. Read here to know why we ...

Microsoft (MSFT) and Oracle (ORCL) are expected to maintain strong growth in 2025, driven by their positions in cloud ...