Why This Power Play Could Ride the AI Data Center Boom Higher
Artificial intelligence continues to take off, and hyperscalers are spending boatloads of money over the next several years…
Andy Jassy Sees Very ‘Unusual’ Opportunity
On Thursday, Amazon.com, Inc. (NASDAQ:AMZN) pushed back against Wall Street’s growing skepticism over soaring AI-related capital expenditures. During…
These 4 Billionaires All Have 1 Genius AI Stock in Common, and It’s Set to Skyrocket in 2026 (Hint: It’s Not Nvidia)
Looking at what stocks billionaire hedge fund managers own can be a smart investment strategy. While blindly following…
These AI Stocks Could Surge in December as Momentum Builds
The AI hyperscalers are planning on spending a record amount on capital expenditures during 2026. Nvidia and AMD…
Big Tech’s ‘Spend Little, Earn Lots’ Formula Is Threatened By AI
(Bloomberg) — For two decades, the playbook for Big Tech was fairly simple and extremely successful: Create disruptive…
Is It Time to Shift Out of the Hottest AI Stocks and Into the Next Tier of Winners?
The market’s recent decline has undoubtedly rattled many investors. The sell-off hit artificial intelligence (AI) stocks hard as…
Microsoft Eyes Longest Selloff Since 2011 as AI Trade Weakens
Microsoft Corp. is on track for its longest streak of daily losses in more than a decade as…
Meta Spending Spree Recalls Metaverse Debacle That Crushed Stock
The huge checks Meta Platforms Inc. is writing to support its artificial intelligence ambitions are reminding some investors…
Mark Zuckerberg Is Making a Wild Bet on AI — and It’s Best Summed Up in This Single Quote
Q3 revenue rose 26% as engagement and ad pricing improved. Management expects 2026 capital expenditure growth to be…
AI Data Center Boom Threatens Trump’s Manufacturing Revival
If you’re searching for a symbol of the wild ride the US economy has been on over the…
US Power Companies Aim to Spend $1 Trillion Over Next Five Years
US electric companies will spend almost $208 billion in 2025 and more than $1.1 trillion over the next…