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 ...

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

Microsoft and Meta shrugged off concerns about their big AI investments by showing data center demand remains strong and ...

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.

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 ...