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Microsoft and Meta maintained substantial infrastructure programs, supporting expectations for continuing demand for NVIDIA processors.

Investors are weighing expected double-digit revenue growth against margins, component costs and Apple's new device-leasing strategy.

Microsoft's cloud growth and continued infrastructure expansion helped semiconductor stocks rebound from a five-session decline.

AMD's 2.5-gigawatt infrastructure agreement could expand the capacity available to customers deploying its artificial-intelligence systems.

AMD just locked up to 2.5 gigawatts of U.S. data center capacity through Core Scientific, a deal that could reshape its AI growth story.

Microsoft's revenue lead has widened significantly over the past eight quarters, while Meta shows consistent seasonal swings.

Qualcomm Stock Hit by Weak Guidance, Apple Modem Business Slows

Jensen Huang once joked during an internal company meeting that Nvidia was "basically holding the planet together,” and it's not untrue. He was pointi...

In midday trading on Thursday, Microsoft stock had surged 17% while Meta Platforms shares had sunk 9%. On that front, Microsoft and Meta had very...

AMD shares rally on a bullish note from Susquehanna analysts. Here’s why the firm recommends buying AMD stock ahead of its Q2 earnings.

Microsoft’s surge sparked a sharp rebound, but weakening technical patterns across the QQQ, S&P 500, and Dow suggest the rally may prove short-lived.

Microsoft's gaming unit wants to invest in its Minecraft franchise and expand through partnerships, including in China.

Don't be surprised to hear a goodbye message from Cook on Apple's earnings call Thursday. Investors may also hear from Cook's successor, Ternus, curr...

Investors were weighing a batch of Big Tech earnings reports and data that showed inflation softening in June. Microsoft advanced 17% after the soft...

-Conference Call

Apple Inc.’s fiscal Q3 results beat rising estimates, but gains leaned on tariff benefits. Click for this updated look at AAPL stock following the l...

Gabriela Borges, Goldman Sachs managing director and senior software equity research analyst, joins Bloomberg after raising her price target on Micros...

The Nasdaq-100 is on track to deliver its strongest daily gain in more than a year. The index tracked by the Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) ...

-Conference Call

-Conference Call