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

BofA plans to spend $4B on AI over the next year, nearly one-third of its annual tech budget. More than 90% of employees now use the bank’s internal AI assistant, driving major productivity gains.

Artificial intelligence capital expenditures ... us of the bear case for AI semis (NASDAQ:SMH), (SOXX),” wrote Ohsung Kwon, ...

Bank of America will invest $4 billion in AI and related technology innovations this year, but the financial services giant’s 7-year-old homemade AI agent, Erica, remains a key ROI generator ...

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

As previously reported, BofA initiated coverage of CoreWeave (CRWV) with a Buy rating and $42 price target, calling it the “AI datacenter leader.” CoreWeave’s Cloud Platform has been purpose ...

Alphabet faces new scrutiny on its capital expenditure after Chinese startup DeepSeek last month launched low-cost AI models that threaten to push the AI industry into a price war. In an exclusive ...

Investing.com -- Bank of America reiterated its Buy rating on Alphabet (NASDAQ:GOOGL) in a note Wednesday following the launch of AI Max, the company’s new suite of artificial intelligence ...