The bank kept its buy rating on the stock and $74 target, citing a Microsoft GPU ramp and ample funding options.

The data-center provider’s terrible six-week slide picked up speed when a famous short seller piled concerns on top of delays ...

Seaport Research's Jay Goldberg has some bullish ideas for 2026 - but none are as high-conviction as his longstanding bearish call on Nvidia. That stance has garnered some attention this year, even as ...

CoreWeave can become a top investment pick with one small change.

The sell-off began when Broadcom released its earnings report, showcasing record sales of $18 billion. However, the company’s revenue forecast for its AI business fell short of Wall Street ...

The ChatGPT maker sparked this generation's tech revolution. Can AI's biggest engine continue to drive its gold rush?

Key Points Amazon (AMZN) plans to spend over $100 billion in capex for 2025, mainly on AI initiatives. Amazon capex follows ...