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 ...

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.

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

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

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

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 ...

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-driven ...