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.

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

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

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

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 ...

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