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Morgan Stanley estimates that AI-driven productivity and monetization strategies could add $5.7 billion to S&P 500 net income by 2025, with platforms like Datavault AI enabling companies to capitalize ...

Power and GPU scarcity continues to be center stage. Executives repeated the phrase “critical‑path” when discussing megawatt ...

Nvidia's financial health is robust, with consistent earnings beats, strong revenue growth, and significant stock buybacks.

Amazon (AMZN) delivered a strong earnings performance in the first quarter of 2025, a signal to investors that the e-commerce ...

Big Tech companies including Meta, Microsoft, Alphabet, and Amazon plan to spend more than $300 billion this year, much of ...

"We like the setup for the stock," Moerdler wrote. "Microsoft previously proved they can drive a valuable cloud business, and now they are showing that they can drive both the cloud and the largest AI ...

Tech stocks kept roaring through Thursday afternoon, lifting the Nasdaq 2.2%, with the S&P 500 also rising 1.24% and the Dow ...

The company beat Wall Street forecasts for sales and profits and said its $80 billion data center build continues ...

The fortunes of Big Tech are diverging in a rapidly changing business landscape, as demand for artificial intelligence fuels ...

As of 2025, the development of Large Language Model has reached new heights, with several companies leading the charge in ...

Microsoft's blowout results in the latest quarter calmed investor worries in an uncertain economy and lifted its shares 7% ...