The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.

CEO Jensen Huang has stated that global data center capital expenditures are expected to rise from $600 billion this year to $3 trillion to $4 trillion by 2030. That's monstrous growth, and if he's ...

Being Google's parent should be enough for Alphabet, even if it doesn't ultimately dominate the quantum chip market.

SMHX focuses on fabless semiconductors with top AI exposure, cost-efficient foundry partnerships, and long-term growth ...

Alphabet leads in AI with Gemini adoption and strong cloud infrastructure, but high valuation and CapEx create near-term risks. Check out why GOOGL stock is a hold.

Wedbush analyst Daniel Ives called Apple’s ($AAPL) fourth-quarter results a “pound-the-table moment” for investors. Ives maintained his “Buy” ...