When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market ...
The transformative power of artificial intelligence (AI) is undeniable. A recent McKinsey & Company research report estimates ...
The company reported fourth-quarter earnings of 6.85 euros ($7.14) a share on sales of 9.3 billion euros, beating ...
The race for AI supremacy has taken an unexpected twist as Chinese AI startup DeepSeek’s latest AI model, which is both ...
Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services with a market capitalization of ...
Wall Street opens up on relief Meta and Microsoft kept their AI spending plans even as their earnings come in mixed. Next up, Apple after the close.
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Broadcom’s business relies heavily on their networking products, which are crucial for data transfer in AI systems. If the ...
Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined ...
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
To no one’s shock, analysts are expecting big things out of the semiconductor specialist. For the next fiscal year (2026), the Street is targeting revenue of $8.21 billion, almost 43% higher than ...
I reiterate a 'Buy' rating for ASML with a one-year target price of US$864 per share, driven by AI's continued growth.