Amazon.com (AMZN)

CoreWeave's push into "Physical AI" could unlock a new AI market for Nvidia.

As AI spending strains free cash flow, Alphabet and Meta have halted share buybacks and share counts are rising, while Microsoft holds steady and NVIDIA posts record repurchases.

What Happened? A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a del...

What Happened? Shares of insurance distribution company Baldwin Insurance Group (NASDAQ:BWIN) jumped 7.9% in the afternoon session after the company announce...

After in-line August CPI data, Dell, HPE, Qualcomm, Apple and the iShares Ethereum Trust rallied Friday, with the Fed's Sept. 16 rate decision set to test whether these breakouts hold.

Fabrinet, Dycom and Qualcomm beat or matched estimates but were sold off amid high oil prices and midterm uncertainty; Marc Chaikin sees strong fundamentals behind the AI infrastructure buildout.

The business is performing much better than its stock may suggest.

Amazon stock was lower while Google and Microsoft were higher as investors digested Anthropic's AI slowdown call.

AT&T's stock provides investors with tremendous value as the market looks to have overreacted to the SpaceX risk.

Qualcomm stock has underperformed the market over the past year, but a deal with Amazon could give it a much-needed boost.

Volatility could be looming, but there's a silver lining for investors.

CrowdStrike commands a premium valuation that its growth and free cash flow continue to justify. UiPath just turned consistently profitable but is still working to convince investors that the growth story is intact.

Labra, an AWS Premier Tier Services Partner and winner of the 2025 AWS Global Partner of the Year award, has signed a new strategic collaboration agreement

The big tech companies have their hands in the AI pie.

CrowdStrike is generating record revenue and free cash flow while C3.ai works to rebuild from the ground up. The gap in execution between these two companies tells the whole story.

Public pushback against AI data centers is spiking. How local politics and grid delays threaten Big Tech margins.

Comments from Google Cloud's CEO suggest free cash flow could come back in a major way.

The S&P 500 is trading close to a record high.

PNC Financial Services Group has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.2%. The stock now trades at $243.9...

Three layers of the AI build-out, one basket -- and the most money goes to the steadiest layer, not the fastest-growing one.

Oracle shares have crashed on concerns over its AI infrastructure spending.

The tech giant appears to be in good hands.

All three hyperscalers have invested staggering amounts of capital into their AI infrastructure build-outs.