As AI spending grows, so will the need for semiconductor capacity from TSMC. This should enable it to keep increasing revenue ...

Here’s why Lumentum, Credo and eight other stocks are at the center of this ‘least understood’ part of the AI boom.

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 ...

With the global spending on data centers expected to surpass $1 trillion by 2028, Marvell expects its total addressable ...

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 ...

Bubbles pop when technology fails to monetize. The companies pushing AI forward are the most profitable businesses in history ...

AI-powered features like personalized playlists, Discovery Weekly, and AI DJ contributed to strong growth in premium revenue ...