The buzz surrounds Microsoft's cloud momentum and aggressive AI strategy. Over the past year, Microsoft has invested heavily ...

The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles ...

As investors applaud Nvidia (NASDAQ:NVDA) and its top boss Jensen Huang on becoming the first company to surpass a $4 ...

Investors who haven't owned tech stocks like Nvidia, Microsoft, and Apple over the past decade have likely underperformed the ...

With a $4 trillion valuation and global expansion plans, Nvidia cements its dominance in AI, reshaping geopolitics, ...

After eliminating over 15,000 positions this year, Microsoft CEO Satya Nadella now says the company’s mission needs to change ...

As a result, I think investors should be patient with Microsoft's stock. Microsoft has been and will continue to be an excellent AI stock to own, but there's no denying it has gotten expensive.

If the rest of Nvidia's business grows by 10% during that time, then Nvidia's total revenue at the end of 2028 will be $311 ...

President Trump said he hadn’t heard of NVIDIA before learning about its AI dominance, but later praised CEO Jensen Huang as ...

While markets clearly reflect the belief that the United States is ahead in the AI arms race, early leadership does not mean victory – especially when it comes to innovation. The winner will most ...

On the face of it, the AI world is all about the race between the US and China. But beneath the surface, it is fast becoming ...

Meta Platforms is reshaping the AI landscape by raising the cost for top researchers. Only a few companies will be able to ...