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

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

"Hyperscalers confirmed an intact AI investment cycle," the Bank of America note read. True even if capital expenditures growth from these so-called hyperscalers is slowing. During this earnings ...

Strong Q1 earnings from Meta and Microsoft sparked an AI rally that boosted the tech-heavy index past its level on April 2, ...

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

During fiscal 2024, the company grew its GMV by 28% year-over-year to reach $100 billion. Moreover, management also noted ...

Discover key insights from TTEC's Q1 2025 earnings call, emphasizing growth through AI, offshore expansion, and hyperscaler partnerships while ...

Brazil's Petrobras on Monday posted a net profit of 35.2 billion reais ($6.21 billion) for the first quarter, up 48.6% from a ...

Advanced Micro Devices is slated to report quarterly results after the bell Tuesday. everal analysts have lowered their price ...

Bank of America ... AI monetization strategy within cloud," Wedbush analyst Dan Ives said in a note after Microsoft's earnings. Microsoft reiterated its guidance to spend $80 billion in capital ...

Gain insights from Vishay Intertechnology's Q1 2025 earnings, exploring steady revenues, growth in AI & smart grid demand, and strategic plans under ...

Tariffs were only one of the headwinds affecting the performance and the overall backdrop also includes the launch of Chinese LLM DeepSeek which questioned the AI capital expenditure of various ...