Bank of America (BofA) analysts reaffirm a bullish outlook for data center and artificial intelligence (AI) infrastructure ...

Bank of America Securities’ analysts have named chipmakers Nvidia and Broadcom as “Top Picks,” anticipating a surge in global artificial intelligence (AI) capital expenditur ...

Investing.com -- BofA Securities analysts have downgraded GEA Group AG (ETR: G1AG) to “underperform” from “buy,” citing ...

Meta said it plans to raise its capital spending this year to $64 billion to $72 billion to speed up AI capacity.

Nvidia's (NASDAQ:NVDA) revenue from China is evaporating, with Bank of America estimating a $15 billion to $20 billion annual ...

Shares of Google parent Alphabet climbed Friday as several analysts raised their price targets for the stock after the tech ...

Google parent company Alphabet estimates $75 billion in capital expenditures for 2025, largely for data centers and server capacity for AI. This is well above the consensus estimate of $57.9 ...

The Big Tech trade is alive and well. That's one lesson from this earnings season, in which the market's biggest tech ...