Ciena Wins Key AI Ready Optical Routes In Europe And Asia
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for…
Palantir Billionaire Peter Thiel Sells Nvidia and Tesla, and Buys an AI Stock Up 483,000% Since Its IPO
Nvidia has more than 80% market share in artificial intelligence (AI) accelerators. Tesla has a massive long-term opportunity…
Amazon Analysts See Renewed Growth Potential Into 2026
This article first appeared on GuruFocus. Amazon (AMZN, Financials) is entering 2026 with renewed optimism from Wall Street,…
Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks
Ja Crispy / Shutterstock.com Nebius Group (NBIS) targets $7B to $9B in annualized revenue by end of 2026.…
CEO Satya Nadella Is Doubling Down on AI at Microsoft. Does That Make MSFT Stock a Buy Here?
In a bold move that is reshaping the future of one of the world’s most valuable companies, Microsoft…
Will Alibaba’s AI Chip Push and Four‑Hour Delivery Expansion Change Alibaba Group Holding’s (BABA) Narrative
In recent days, Alibaba Group Holding has accelerated its push into artificial intelligence and instant commerce, from seeking…
Shareholders Target Israel, DHS Cloud Deals
This article first appeared on GuruFocus. Investors are turning their attention to Amazon.com Inc. (NASDAQ:AMZN) after a shareholder…
The $2 Billion Debt Bomb That Torched IREN, Nebius, and Cipher — Is The Sector Toast?
Anton Petrus / Moment via Getty Images IREN (IREN) dropped 35% last week despite signing a five-year $9.7B…
The Bull Case For Amazon.com (AMZN) Could Change Following Landmark $38 Billion Cloud Deal With OpenAI
Amazon.com recently announced strong third-quarter 2025 results, highlighted by a surge in AWS revenue and the signing of…
Microsoft’s massive AI spending draws investor concerns as cloud business booms
By Aditya Soni and Deborah Mary Sophia (Reuters) -Microsoft’s AI infrastructure spending to meet growing cloud services demand…
Shuttered robot vacuum maker Neato is ending cloud services sooner than planned
Starting soon, Neato robovac owners will no longer be able to control their devices using the app. Neato…
Google TPUs Find Sweet Spot of AI Demand, a Decade After Chip’s Debut
(Bloomberg) — In an AI chip industry that’s almost entirely commanded by Nvidia Corp., a Google chip first…