AMD (AMD), and Broadcom (AVGO), chipmakers have been the undisputed winners, and their share price actions reflect the same.

Microsoft has long been a leading cloud company, but it stood out in the AI race because early on it took what is now a 27% ...

Alphabet, Microsoft, and Amazon are spending heavily on their cloud computing divisions. Meta Platforms and Nvidia are the ...

Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, there's a differentiated company primed for a forward split in the new year.

Microsoft's Q1 FY26 revealed higher-than-expected capex driven by AI infrastructure. Read why a negative market reaction for ...

Wall Street analysts expect another strong year in stocks in 2026, propelled by continued AI sector gains and additional Fed ...

Nvidia stock is a Hold due to overvaluation and deteriorating risk-reward asymmetry, despite continued near-term price ...

However, Alphabet has long benefited from a massive level of liquidity and considerable free cash flows. In late 2024, it ...

The $3 trillion valuation club is an exclusive group that only a handful of companies have ever joined. Currently, all four ...

According to Grand View Research, the AI chip market is expected to grow at a compound annual growth rate (CAGR) of 29% ...

Once written off after ChatGPT’s launch, Alphabet has added $1.3 trillion in market value as TPUs, AI cloud deals and ...

One such firm that I monitor closely is Coatue Management, founded by Philippe Laffont. During the third quarter, Coatue reduced its position in Nvidia (NASDAQ: NVDA) by 14% -- selling 1.6 million ...