Alphabet high CapEx spending is prudent given the all-or-nothing nature of the AI race, with data centers retaining value.

Alphabet Inc. is rated Strong Buy: cloud margins hit 35.6% on 82% revenue growth as $250B TPU JVs fund AI expansion—click to ...

Doug Clinton, Intelligent Alpha founder and CEO, joins 'Closing Bell' to talk his outlook in Big Tech and what prompted his decision to sell Alphabet. Stop using your car's USB port to charge your ...

Marcus Noel has spent time in the rooms most people only see in Davos b-roll, and his strategy inside them is telling: he ...

Ackman put new capital to work in the second quarter of the year.

XLC carries the word "communication" in its name, but the fund's actual portfolio has almost nothing to do with phone bills, ...

Unless you're incredibly online – or incredibly in tune with Gen Z and Gen Alpha – it's easy to fall behind on the latest ...

Marvell is due to report earnings Thursday afternoon, with traders anticipating a sizable swing in the chip designer’s stock.

Dan Ives went on live TV and named six AI stocks he says will lead the next leg up. Every single one was already sitting ...

Major U.S. stock indexes closed lower for a second consecutive day Tuesday, a day before a key inflation reading. Meanwhile, oil prices rose as investors awaited news about a possible deal to fully ...

A massive new hardware deal is rewriting the rules for AI silicon suppliers.