Nvidia shares sold off sharply this spring, fueled by increased worry that spending on artificial intelligence infrastructure ...

Nvidia, Microsoft, Amazon, Alphabet and Meta, considered the top players in the AI race, now make up a quarter of the S&P 500 index, according to LSEG data.

We’re now entering a phase in which the giants win because they own, and continue to build out, the physical assets that make ...

President Donald Trump late Thursday stuck to his Friday deadline for hitting Canada with higher tariffs, but he gave a one-week delay to other trading partners that had received letters from him, ...

Microsoft surged over 5% Thursday, surpassing a $4 trillion market cap, according to CNBC. The gain followed a blowout ...

Investors continue to underestimate artificial intelligence (AI), the secular tailwinds behind the chipmaker's supercharged ...

The demand for AI compute continues to grow dramatically.