Microsoft and Meta will kick off Big Tech earnings this week under pressure to prove that their costly bets on artificial ...
Melius Research's Ben Reitzes sees upside ahead for Nvidia, Broadcom and Microsoft as enthusiasm for makers of components ...
The Big Tech earnings reporting season kicked off this afternoon with Meta, Microsoft and Tesla releasing quarterly results ...
Investors have made a pile of money recently by focusing on niche stocks in the AI trade. Earnings from some of the world’s ...
Meta wowed Wall Street with improvements in ad targeting fueled by AI alongside huge investment. Microsoft had less to show for its billions spent ...
The ‘Magnificent Seven’ have become the “Lag-nificent Seven” one analyst joked, and that spells opportunity.
Investors are kicking off a big week of mega-cap tech earnings and Fed policy updates. The Fed will deliver its latest ...
Paul Meeks, Freedom Capital Markets managing director and head of technology research, joins 'Squawk Box' to preview Big Tech earnings this week, what to expect from the tech giants, and more.
The Nasdaq Composite came within a hair’s breadth of hitting a new all-time high on Wednesday when several earnings reports ...
As tech companies spend billions on artificial intelligence data centers and computer chips, fears of an AI bubble held ...
Big Tech health system partnerships expand virtual care and AI tools across Cleveland Clinic, Rush University, and others to improve patient access ...
Big Tech’s energy strategy is shifting from a feel-good story about wind and solar to a hard-nosed race to secure round-the-clock power for artificial intelligence. The companies that built their ...