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Verizon Communications (NYSE:VZ) raises FY2026 Adj EPS guidance from $4.99-$5.04 to $5.04-$5.06 vs $5.04 analyst estimate..

Verizon Communications (NYSE:VZ) reported quarterly earnings of $1.31 per share which beat the analyst consensus estimate of $1.27 by 3.15 percent. Th...

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...

Apple's new foldable iPhone Duo sells out fast in the US and China amid long delays and heavy carrier discounts despite a $2,000 price tag.

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Apple will reportedly launch touchscreen MacBook Pros after Tim Cook and John Ternus overcame internal design team opposition.

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...

Ternus faces real challenges as he follows in Cook's footsteps.

Nvidia (NasdaqGS:NVDA) has effectively lost its China AI accelerator market after U.S. export controls restricted advanced GPU shipments. Specialist f...

If his 2030 projection for global data center capital expenditures pans out, the GPU giant could deliver multibagger returns from here.