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Elon Musk just predicted mass death for GPU rental companies, and CoreWeave's cratering stock price and distressed bond market suggest lenders may alr...

Scotiabank analyst Patrick Colville maintains Microsoft (NASDAQ:MSFT) with a Sector Outperform and raises the price target from $615 to $625.

Nvidia may be the world's largest company, but it can get much bigger.

Demand for Apple's first folding iPhone is off to a hot start.

SWI Compute today emerged from stealth to build and operate NVIDIA AI factories, launching first in Europe. The global AI infrastructure company is ba...

SpaceX's AI spending plans could translate into $400 billion in revenue for Nvidia next year.

Rising rental rates across Nvidia’s GPU lineup point to resilient demand for AI computing power.

SpaceX (SPCX:NASDAQ) has the money for its next wave of AI chips. In a post on X on Sunday, October 25, Elon Musk said SpaceX had closed $40 billion o...

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Nvidia says each gigawatt of AI capacity is now worth 60% more to it with Vera Rubin, and that could extend its growth runway even if customers don't ...

Microsoft, Alphabet and Amazon report earnings this week, with cloud growth and AI spending in focus for investors.

NVIDIA has been one of the defining AI hardware stories of the past few years, and after a huge multi year rally the live question is whether the curr...

Micron surged over 300% while Nvidia barely moved, yet both sit at the center of the same AI spending boom. The reason for that gap reveals something ...

Investing.com-- Apple has asked its suppliers to increase production and orders for the iPhone Duo amid strong demand for the company’s first foldable...

Microsoft Corp. CEO Satya Nadella said the company is reorganizing around AI agents, model choice, and cheaper computing for the "Super Intelligence" ...

Cerebras and Marvell are chasing AI growth in very different ways. Here's how each could challenge AMD, and the risks investors should weigh.

Microsoft (NasdaqGS:MSFT) reported that its threat intelligence teams helped uncover a Beijing-backed AI-driven cyber campaign targeting multiple sens...

Musk says lenders have shut out AI cloud firms. CoreWeave's debt costs hit a record as SpaceX borrows $40 billion.

As the U.S. earnings season heats up this week, Rayliant Global Advisors' Jason Hsu points to Amazon and Microsoft as the key earnings that will provi...