Amazon popped after its latest earnings report. The post After jumping double digits, is Amazon Stock a buy? appeared first ...
Nvidia’s forward P/E is currently about 35, while Lee notes that Cisco, the hottest stock of the tech bubble, has a ...
The major stock indexes were mixed on Monday, at the outset of another busy week of quarterly earnings reports and the release of key private sector employment data.
Alphabet, Amazon, and Meta raised their capital expenditure forecasts in the tech giants' most recent earnings reports.
Silicon Valley technology companies’ cozy relationship with President Donald Trump appears to be deepening and bearing fruit, ...
Wall Street was mixed on Monday, with bumper corporate dealmaking activity and another mega AI-related tie-up offset by murky ...
But there’s no fighting AI FOMO, and so any bubble-y parts of the industry have no sign of slowing down just yet — but Fath said he’s watching for if or when OpenAI slows down for any reason, and the ...
The AI bull case rests on hyperscalers ramping CapEx into 2026 while compute demand stays ahead of supply. I believe that spending is the core pillar of the AI narrative. Microsoft guided FY26 CapEx ...
The cloud computing sector is experiencing explosive growth, with combined backlogs from major providers like Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) ...
Morning Overview on MSN
Meta, Google, and Microsoft ramp up AI spending spree
In a bold move underscoring the tech sector’s escalating commitment to artificial intelligence (AI), Meta Platforms, Google, ...
If AI investment starts to slow, that could be "catastrophic" for stock prices and spark a US recession, BCA Research said.
Microsoft is now making Mixed Reality Link available to all Windows 11 users with Meta Quest headsets, reports Engadget. The ...
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