Data center deals hit record amid AI funding concerns grip investors
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build…
U.S. launches review of advanced Nvidia AI chip sales to China: Reuters
Nvidia’s H20 chip. Vcg | Visual China Group | Getty Images U.S. President Donald Trump’s administration has launched a review…
Concerns over Oracle’s debt spill over into its projects
A view of Oracle’s headquarters in Redwood Shores, California. Justin Sullivan | Getty Images The apprehension investors have…
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind…
Buy this chipmaker over Nvidia as AI competition ramps up, strategist says
Investors can look to Taiwan Semiconductor Manufacturing for a steady way to play the artificial intelligence rally, according…
Chinese internet tech ramp up AI spend. Who could benefit
Chinese internet companies don’t have enough compute to power their artificial intelligence ambitions — and they aren’t about…
Why Jim Cramer thinks the AI trade is breaking up
After years of largely trading together, stocks related to artificial intelligence and the data center are starting to…
Alphabet is surging on notion it’s winning AI race over OpenAI. Why that’s scaring many investors
Alphabet ‘s recent move into the spotlight on artificial intelligence has sent its shares jumping while other major…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
Nvidia delivers big once again, and investors brush aside the bigger picture about AI spending
Nvidia once again delivered a blockbuster earnings report , and once again, it mostly told investors what they…
Nvidia is no longer the most popular AI trade. Can it regain its crown?
Nvidia reports earnings on Wednesday, and this time it’s different for one reason: The chipmaker is no longer…
We’re increasing our Cisco Systems price target after an AI-fueled beat and raise
Cisco Systems shares spiked higher Wednesday evening after the networking company delivered a quarterly beat and outlook raise.…