Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...

Nvidia was gaining early on Wednesday after Google parent Alphabet committed to spending on artificial-intelligence ...

Because Nvidia is still growing its revenue rapidly, using trailing earning metrics can give a false impression of where the ...

Advanced Micro Devices (AMD 4.58%), and Micron Technology (MU 0.82%) plunged on news that a Chinese start-up called DeepS ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

Nvidia (NASDAQ: NVDA) has gotten off to a bad start on the stock market in 2025, losing more than 10% of its value as of this ...

DeepSeek developed a highly cost-efficient model threatening U.S. AI supremacy, causing NVDA’s stock to plunge and sparking ...

Over the next three years, the companies that dominate this opportunity must turn industry excitement into concrete results.

The popular phrase "reports of my death are greatly exaggerated," an adaptation of a famous Mark Twain quote, is a terrific ...

Google parent Alphabet’s stock plunged by more than 8% in early trading Wednesday after the search giant unveiled plans for a ...

The company's fourth-quarter data center revenue - a proxy for its AI performance - jumped 69 per cent to $3.9 billion, ...

Nebius has a strong cash position close to $3B, NVIDIA backing, and a $1 billion data center expansion plan. See why I rate ...