As enthusiasm for AI matures, markets seem increasingly willing to distinguish between growth stories supported by budget ...

To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on ...

Investors are chasing returns from the tech-heavy infrastructure, changing the nature of real estate investment.

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...

Oracle is trying to buy its way into the center of the artificial intelligence boom with one of the most aggressive ...

TikTok took a major step toward avoiding a U.S. ban last week. Its chief executive, Shou Zi Chew, announced that the company ...

In recent weeks, Bloom Energy’s role as a power supplier to AI data centers has come under pressure as worries about an AI spending bubble, pulled financing for a major Oracle project, and competition ...

BE stock climbs 8.2% in three months, fueled by surging clean power demand and its ability to provide clean power onsite.

Watch the Video Our conversation began with a simple observation. A lot has happened in AI over the past week, and not all of ...

Big Tech’s huge investment in artificial intelligence is making investors nervous. But the technology continues to advance, buoying the bulls.

At the center of this move was Micron Technology. Strong forward guidance helped alleviate lingering concerns around AI-related valuation pressure and funding constraints. Micron closed at a record ...

RGA Investment Advisors, an investment management company, has released its third-quarter 2025 investor letter. A copy of the ...