Alphabet, Johnson & Johnson and Danaher Corp. were among the portfolio’s top contributors for the quarter, while Oracle, ...
Michigan Attorney General and environmental groups petition for rehearing of DTE Energy data center contracts.
AI’s insatiable thirst for data centers will need $3 trillion in investment in next 4 years, report reveals - Banks and other ...
Five of the Magnificent 7 underperformed the S&P 500 in 2025, ending a three-year bull market dominated by Big Tech.
Still, much of the market, including Wall Street analysts, sees room to run in the AI sector. Here's one AI company to buy ...
OpenAI and SoftBank have recently joined forces to invest $1 billion in SB Energy, a key player in infrastructure development ...
SB Energy gets $1 billion investment from OpenAI and SoftBank for AI data centers. Texas facility part of $500B Stargate project starts 2026.
Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.
AI is lighting a fire under global data centre spending, with billions pouring in from Amazon, Microsoft and OpenAI-backed ...
Nvidia remains the AI infrastructure leader, but its stock is up huge and the company is facing increased competition. Broadcom has a major opportunity in the ASIC market helping customers design ...
For instance, it was recently reported in the New York Times that Amazon, Apple, Google, Meta, Nvidia, OpenAI, and Oracle ...
With the first full trading week of 2026 now in the books, investors might be wondering if the strong early start in the S&P ...