Melius Research's Ben Reitzes sees upside ahead for Nvidia, Broadcom and Microsoft as enthusiasm for makers of components ...

Microsoft and Meta will kick off Big Tech earnings this week under pressure to prove that their costly bets on artificial ...

Investors have made a pile of money recently by focusing on niche stocks in the AI trade. Earnings from some of the world’s ...

The ‘Magnificent Seven’ have become the “Lag-nificent Seven” one analyst joked, and that spells opportunity.

The fourth-quarter earnings season will give the megacaps an opportunity to lay out their 2026 spending visions and, in some cases, defend those plans.

As tech companies spend billions on artificial intelligence data centers and computer chips, fears of an AI bubble held ...

Big Tech’s energy strategy is shifting from a feel-good story about wind and solar to a hard-nosed race to secure round-the-clock power for artificial intelligence. The companies that built their ...

Wall Street is growing increasingly concerned about the amount of leverage that Big Tech is taking on to build out its artificial intelligence infrastructure as the industry faces rising fears of a ...

DeepSeek’s disruption signals that the U.S. needs more competition, not Big Tech dominance, to be the world's AI leader ...

These 4 big technology bets will reshape the global economy in 2026 ...

In less than a day, the world's most powerful cloud and AI companies committed more than $50 billion to build out data centers, chips, and digital infrastructure in India, turning a long‑running ...

Zoho founder and chief scientist Sridhar Vembu believes India must work to reduce its dependence on foreign Big Tech to ...