We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...

Artificial intelligence (AI) has the potential to be a transformative technology. It can help improve decision-making, ...

Microsoft Azure, Google Cloud and AWS cloud sales for fourth quarter 2024 includes global market share, total revenue, ...

The company is also seeing a slowdown in its Azure cloud services business, triggered by capacity constraints. And it has ...

In the fast-paced world of investing, staying ahead requires good ideas and timely decisions. This article highlights five ...

Over the past year, a number of semiconductor stocks have witnessed meteoric gains thanks to ongoing euphoria surrounding artificial intelligence (AI). The share prices of Nvidia, Taiwan Semiconductor ...

Five U.S.-based AI infrastructure developers have strong potential to tap robust spending by big techs. These are: NVDA, AVGO, CEG, MRVL, INOD.

Except for Nvidia (NVDA), which will report its earnings later this month, all other “Magnificent 7” constituents have ...

The prospects of the construction sector remain largely intact despite headwinds brought on by the proposed US restriction on ...

AI capex is ramping up among major hyperscalers as they significantly increase their investments. Read what this means for ...

Astera Labs (ALAB) rose more than 1% in pre-market trading Monday as investors looked ahead to the chipmaker’s fourth-quarter ...