There are definitely easier businesses to be in than operating a neocloud. For one thing, the makers of AI accelerators, ...

Samsung reported a drop in profit after its foundry division, partly dependent on Chinese demand, incurred a one-time ...

Microsoft MSFT presents a compelling investment opportunity for 2025 despite its premium 11.76x P/S valuation, which exceeds the Zacks Computer-Software industry average of 9.8 times, driven by ...

SoundHound AI stock is gaining attention as investors compare it with BigBear.ai stock to find the better AI investment.

TSMC remains a Buy as AI-driven demand, Big Tech investments, and 20% revenue CAGR guidance fuel a multi-year growth cycle.

David Polk and Kirkland & Ellis guide CoreWeave as Wachtell Lipton Rosen & Katz acts for Core Scientific in deal to meet AI ...

CoreWeave CEO explains what differentiates CRWV from Oracle in AI infrastructure. CoreWeave stock is up nearly 300% versus ...

Micron capitalizes on AI-driven HBM DRAM demand, gaining market share amid Samsung's setbacks. Click here to read an analysis ...

Cramer found the development "very positive" for the AI company. The analyst said though a few firms have downgraded ...

CoreWeave stock slipped after the Nvidia partner said it will acquire Core Scientific in an all-stock deal valued at around ...

NVIDIA continues to fuel the AI stock rally in 2024. Our analysis shows that may be the case for the foreseeable future.

Cathie Wood’s line of Ark funds may still be well off their heyday highs (back in 2021), but she’s been making some pretty ...