With the global spending on data centers expected to surpass $1 trillion by 2028, Marvell expects its total addressable ...
The first 10 months of 2025 have been rather quiet when it comes to stock splits, but we're starting to see more activity. In ...
Following this substantial rally, it is crucial to reassess Google’s position relative to its key competitors.
Stocks of AI hyperscalers have continued to rise, but there was one glaring exception among the heavy hitters this week. And ...
It feels like the AI race has reached an inflection point. Investors want results, not more pledges for further spending.
The market is still being fueled by bullish bets on AI. BofA's Michael Hartnett says two assets in particular could hedge ...
Chinese stocks and gold are the best hedges against a boom in the artificial intelligence trade that has pushed valuations to ...
Spending updates this week from U.S. megacap companies that are investing massively in artificial intelligence could jolt the ...
Micron Technology stock has surged 35.5% over the past 21 trading days, driven by a wave of dealmaking aimed at expanding ...
Western Digital and Seagate were once sleepy cyclical stocks. But storage technology is now at the heart of the AI boom, and ...
TSMC's business is more diversified than Nvidia's and less reliant on current AI hype and spending. TSMC continues to produce ...
Bubbles pop when technology fails to monetize. The companies pushing AI forward are the most profitable businesses in history ...
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