ASML Q4 2025 earnings report
onathan Raa | Nurphoto | Getty Images ASML reported orders that smashed past expectations while 2026 sales guidance…
Intel and AMD get upgrades at KeyBanc thanks to strong server demand for AI
KeyBanc upgraded Intel and Advanced Micro Devices to overweight, saying both chipmakers are benefiting from robust hyperscaler demand.…
Forget the bubble talk — why you need to own AI stocks in 2026
I am tired of the lies, exaggerations, and dispersions that are constantly told in the assault on the…
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…
Micron forecasts surging revenue as memory demand for AI stays strong
The Micron Technology offices in San Jose, California, US, on Tuesday, Dec. 16, 2025. David Paul Morris |…
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…
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…